The Mark Moss Show

Chris Camillo built a fortune without Wall Street using a strategy called social arbitrage. Instead of relying on financial data, he studies real world behavior to find winning trades before the market catches on. He explains how he finds trades using TikTok, why value investing is dead, and his Bitcoin thesis as a generational shift in capital unfolds. We also break down AI as both the biggest op...

There's a rotation starting that most investors don't see it. AI isn't just changing technology, it's forcing capital to move. And if that shift continues, Bitcoin could end up being one of the biggest beneficiaries. Now I know Bitcoin has been getting hammered right. And if you're watching this you're probably heard, you know, all the usual explanations like it's just a cycle or I don't know, liq...

The Netherlands just passed a bill to tax unrealized wealth gains at 36%. Not realized gains. Not the money that you made, not the money you took off the table. Money that's still sitting in your portfolio. I'm talking about gains on paper. Now, you didn't sell it, but you owe money on it. But there's a lot more to this than just the tax. See omnystudio.com/listener for privacy information.

Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, joins to break down how global liquidity, AI disruption, and political incentives are shaping the next phase of the financial cycle. After building one of the largest crypto derivatives exchanges in the world, Arthur has become one of the most influential macro thinkers in Bitcoin and digital asset markets. In this conversation, we unpack wh...

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Bitcoin's crash off its all time high and then its sudden crash last week. It left many people stunned and it took a couple days. But now we have the data to see exactly what happened and why. Now everyone's had a theory, right? Some say it was a Hong Kong fund, a carry trade, a well liquidation. Well, I dug through the ETF flows, the options data, the CMA basis trades and there was no single culp...

Benjamin Cowen, founder of Into The Cryptoverse and one of the most respected quantitative analysts in crypto, joins Mark Moss to break down the structure behind Bitcoin’s long-term market cycles. Known for his data-driven approach and deep statistical modeling, Ben has built one of the most trusted research platforms for understanding Bitcoin’s macro trends. In this conversation, we u...

You've probably heard that Bitcoiners say never sell your Bitcoin. But of course, that raises a very obvious question like how do you retire and pay your expenses without selling? And more importantly, when you ask that question exposes a much bigger problem, one that explains why nearly half of boomers today can't afford to retire. See omnystudio.com/listener for privacy information.

Get the "New Rich" Playbook: Learn how to build a tax-free Bitcoin income stream using elite strategies that unlock Bitcoin's true potential. Free guide + tools to buy trophy assets and leverage for tax-free income 👉 https://link.1markmoss.com/ABT8t Bitcoin's price is completely plunging. At least at the time that we're recording this. I don't know when you're going to watch it. However, it doesn...

Joseph Wang, known widely as “The Fed Guy,” is a former senior trader at the Federal Reserve Bank of New York where he executed monetary policy operations during some of the most volatile periods in modern markets. After leaving the Fed, Joseph founded FedGuy.com and has become one of the most trusted voices explaining the inner mechanics of central banking, liquidity, and financial ma...

There's a war happening right now. The US, Israel, Iran, an active conflict. And while everyone's watching the geopolitics and the oil price and the missiles and the regime change and all that, something's playing out inside this war that almost nobody in financial media is even connecting. And I'm talking about gold is down since the war started and Bitcoin went up. See omnystudio.com/listener fo...

When the dollar breaks. Assets you think are the safest don't protect you. They fail first. And that's not a theory. It's how every monetary system in history actually unravels. So I want to show you how people actually lose wealth in sovereign debt crisis, why so-called safe assets turn into traps, and why this time looks nothing like 2008. See omnystudio.com/listener for privacy information.

While the whole world is watching Iran right now. Something happened this week that most people completely missed. Trump publicly went to war with the banks. And I don't mean metaphorically. I mean he called them out by name. And the reason why this matters to you is simple. The outcome of this fight will determine which side of the biggest wealth transfer of our lifetime you end up on. See omnyst...

Scott Melker, trader, analyst, and host of The Wolf of All Streets, joins Mark Moss to break down why Bitcoin’s recent drawdown doesn’t mean the 4-year cycle is dead — it means investors are using the wrong model. With years of market experience across traditional finance and crypto, Scott brings a grounded perspective on volatility, liquidity, and structural shifts in the market...

Most people look at Bitcoin and ask a very simple question like does it win or does it fail? Which sounds logical, but that's not how serious investors think, because markets don't operate in a yes or no. They operate in probabilities. And when outcomes are uncertain, when the stakes are high and the information is incomplete, the smartest decision makers in the world don't think in binaries eithe...

Eric Weiss, veteran crypto investor and co-founder of Blockchain Investment Group, joins Mark Moss to explain why this market cycle feels different and what has actually changed beneath the surface. Drawing on experience across multiple Bitcoin and macro cycles, Eric breaks down how incentives, leverage, and institutional structure now shape outcomes more than narratives. In this conversation, we...

This is the biggest financial mistake homeowners make, and most people lock it in for decades without ever questioning it. Now, paying off your home feels like the responsible move. It feels like security. But what if that feeling is costing you far more than you realize when you pay off your house? What exactly are you winning? See omnystudio.com/listener for privacy information.

Marty Bent, longtime Bitcoin commentator and host of TFTC, joins Mark Moss to explain why prices are no longer set by markets — but by policy. From energy and housing to Bitcoin and stablecoins, Marty breaks down how regulation, political incentives, and centralized control are distorting prices, locking in inflation, and making “cheap again” a fantasy. This conversation connects...

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Larry Lepard, veteran investor, author of The Big Print, and leading voice on sound money, joins Mark Moss to explain why the Federal Reserve is trapped. With debt surging and political pressure mounting, Larry breaks down why money printing isn’t a choice — it’s the only path left. In this conversation, we explore how the bond market truly dictates Fed policy, why high interest...

Everyone has heard of MicroStrategy “buying Bitcoin,” but almost nobody understands the real cheat code—they didn’t just buy, they re-engineered their balance sheet. That’s the unlock: you can run your personal finances like a company treasury. This flips the script: instead of saving scraps and hoping your 401k grows, you design a capital stack like Saylor—equi...

Yaron Brook, Chairman of the Ayn Rand Institute and one of the most prominent defenders of free markets and rational capitalism, joins the show to break down a risk most investors aren’t even thinking about: large-scale irrationality. As a longtime thinker on economics, philosophy, and moral foundations of markets, Yaron explains why markets don’t fail because of math or data — t...

Time is running out. And I don't mean in some dramatic into the world way. I mean, structurally, we're headed into a reset window between now and 2030 that will permanently separate families who planned from families who didn't. The truth is that most people don't fail because they didn't work hard enough. They fail because they never built the right system. See omnystudio.com/listener for privacy...

Simon Dixon, CEO of BNK to the Future and one of the earliest investors and thinkers in Bitcoin, joins Mark Moss to unpack how power, money, and control really operate behind the scenes. With decades of experience in traditional banking, fintech, Bitcoin, and speaking at Bitcoin conferences as early as 2011 — Simon brings a rare insider’s perspective on how financial systems evolve, fa...

People say Bitcoin is too volatile — and looking at today’s price action, that sounds fair. Bitcoin’s down more than 30%, fear is everywhere, and calls for another crash are getting louder. But what if Bitcoin’s volatility isn’t the problem at all? What if misunderstanding that volatility is the real reason people keep losing money every cycle? See omnystudio.com/list...