What Bitcoin Did

Latest Episodes:

TRUMP, INSTITUTIONS & BITCOIN DOMINANCE w/ Alex Thorn Feb 12, 2025

Show notes

Alex Thorn is the Head of Research at Galaxy Digital.

In this episode, we discuss the growing institutional adoption of Bitcoin, the role of the U.S. government, whether a strategic Bitcoin reserve is on the table and Trump's Policies on Bitcoin. We a also get into the end of Operation Choke Point 2.0, Bitcoin’s current cycle, the role of ETFs, and why Bitcoin not crypto.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

IS THE BITCOIN BULL MARKET OVER? W/ Rational Root Feb 06, 2025

Show notes

Rational Root is a Bitcoin on-chain & cycle analyst.

In this episode, we discuss the current state of the Bitcoin market, why institutional adoption remains in its early stages, and how on-chain metrics suggest there’s still room for upside. We also get into the impact of Trump's policies, why Bitcoin is still considered a risk asset, the role of ETFs and the likelihood of a Bitcoin strategic reserve, and Root’s outlook for the rest of the cycle.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

SHOULD BITCOIN OSSIFY? W/ Jameson Lopp Feb 04, 2025

Show notes

Jameson Lopp is the co-founder of Casa, and a long-time Bitcoin security expert.

In this episode, we discuss the state of Bitcoin self-custody, the growing threat of physical attacks on Bitcoiners, and why UX remains a major barrier to adoption. We also get into the ossification debate, whether Bitcoin development is stalling, and how institutional adoption could impact Bitcoin’s ability to upgrade. Finally, we explore inheritance planning, decoy wallets, on-chain privacy, and whether Bitcoin could face the same centralisation risks as email.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE WORLD? w/ Jeff Walton Jan 31, 2025

Show notes

Jeff Walton is a financial analyst and a former reinsurance broker with a focus on MicroStrategy.

In this episode, we discuss MicroStrategy’s Bitcoin playbook, the impact of FASB fair value accounting, and how MSTR are using convertible debt and equity issuances. We also get into the risks of leverage, the potential for MicroStrategy to become the most valuable company in the world, and whether corporations will follow its Bitcoin strategy.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

SELF CUSTODY, SECURITY, & THE QUANTUM THREAT TO BITCOIN w/ Alex Leishman Jan 28, 2025

Show notes

Alex Leishman is the CEO & CTO of River.

In this episode, we discuss the nuances of self-custody versus custodial solutions, the challenges of securing Bitcoin, and the trade-offs between decentralisation and scalability. We also get into the quantum threat to Bitcoin, scaling self-custody and the implications of protocol changes in Bitcoin’s future.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

THE BITCOIN TROJAN HORSE W/ ERIK CASON Jan 24, 2025

Show notes

Erik Cason is a Bitcoin OG and author of Crypto Sovereignty.

In this episode, we discuss the philosophy of Bitcoin, it's role in preserving freedom and resisting censorship, its parallels to historical moments of change, and its potential to reshape societal structures. We also get into its connection with cryptography and tools like Nostr, and why he believes Bitcoin represents a shift in the balance of power.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

TRUMP, INFLATION, MSTR & BITCOIN w/ Lyn Alden Jan 21, 2025

Show notes

Lyn Alden is a macro analyst, investment strategist and the author of Broken Money.

In this episode, we discuss the impact of fiscal policy on inflation, the Federal Reserve's constraints under fiscal dominance, and the role of tariffs in shaping the economic landscape. We also get into a Strategic Bitcoin Reserve, and what Donald Trump’s Administration will mean for Bitcoin.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

DID THE US GOVERNMENT CREATE BITCOIN? W/ Mark Goodwin Jan 17, 2025

Show notes

Mark is the former editor in chief of Bitcoin Magazine and the author of The Bitcoin-Dollar: An Economic Monomyth.

In this episode, we discuss the evolution of the Bitcoin-dollar thesis, Tether, and Bitcoin as a tool for challenging state power. We also get into the Strategic Bitcoin Reserve, if Bitcoin was created by intelligence agencies, and Mark's latest article, The Evolution of the Militarized Data Broker.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

PREPARING FOR $475K BITCOIN w/ Dr. Jeff Ross Jan 15, 2025

Show notes

Jeff Ross is a macroeconomist, bitcoiner and Founder & CEO of Vailshire Capital Management.

In this episode, we discuss global liquidity cycles and its impact on Bitcoin price movements, predictions for Bitcoin in 2025, and the potential for nation-state adoption. We also get intothe Federal Reserve’s monetary policy, the challenges of global stagflation, and why Jeff chose to go “Nostr-only”.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

INFLATION, THE FED & BITCOIN w/ Lawrence Lepard Jan 10, 2025

Show notes

Lawrence Lepard is an investment manager and author of upcoming book The Big Print, which covers the broken monetary system and how Bitcoin fixes this.

In this episode, we discuss the Federal Reserve’s role in economic inequality, the effects of inflation, and how unsound monetary policies have led to repeated financial crises. We also get into Bitcoin as a solution, its impact on the traditional banking system, and how it empowers individuals.

MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected