Stephan Livera Podcast

Latest Episodes:

SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset May 05, 2020

Show notes

PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist) rejoin me to talk about PlanB’s latest work on S2FX, and some of the debates being had on S2F modelling as well as addressing some of the criticism. We will also talk about Bitcoin as it goes through phase transitions, and the implications on the Bitcoin industry, and the rest of society.

PlanB Links:

PlanB Twitter: @100trillionUSD
Article: Bitcoin Stock-to-Flow Cross Asset Model

Saifedean Links:

Prior episodes:

Relevant episodes:

SLP154 Nick @Btconometrics – Quantitative Bitcoin Analysis & S2F Cointegration Strengthens

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SLP170 Yuri de Gaia - Bitcoin’s Two Economies & Citadels May 04, 2020

Show notes

Yuri de Gaia, Partner at L2B Global (Reserve Bitcoin OTC, Liquiditi, Moontower) joins me to talk about Bitcoin’s two economies: the regulated compliant world, and the defiant crypto-anarchist world.

How they will grow
Do they support each other
Citadels, Monarchy, and Anarcho-capitalism
OTC Trading
Liquid
Moontower

Yuri Links:

Twitter: https://twitter.com/Y_deGaia
Personal blog: https://degaia.co/
L2B Global (company) https://l2b.global
Bitcoin Reserve (HNWI brokerage) https://bitcoinreserve.com
The Bitcoin Reserve Journal (blog) https://journal.bitcoinreserve.com
Moontower (retail) https://moontower.co/
Liquiditi.io (Liquid asset swap tool) https://liquiditi.io/
Article: https://degaia.co/bitcoins-two-economies/

Other relevant episodes:

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SLP169 Jeff Deist - Bitcoin & Acting Locally Apr 27, 2020

Show notes

Jeff Deist, President of the Mises Institute rejoins me to talk about Bitcoin, Central Banking, Corona virus, libertarianism and acting locally:

Mises Institute and Bitcoin
Hypocritical fund managers
UBI and MMT becoming popular
Smaller is better
Better, not perfect

Jeff Deist links:

Twitter: @jeffdeist
Mises: www.mises.org
Human Action Podcast: HA Podcast

Prior appearance: SLP45

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SLP168 Lisa Neigut - Lightning Network Channel Accounting and Dual Funded Channels Apr 24, 2020

Show notes

Lisa Neigut of Blockstream joins me to talk about Lightning Network Channels, c-lightning, and Dual Funded Channels. We discuss:

How she got into Lightning development
How Lightning Channels work
How they could be accounted for in c-lightning
Dual Funding of Channels
PoDLE
Hardware wallet funding of lightning channels

Lisa Neigut links:

Twitter: @niftynei
C-lightning thread: https://twitter.com/clightningcomit/status/1212810910731063297
C-lightning github: https://github.com/ElementsProject/lightning
Twitch: https://www.twitch.tv/niftynei/

Related episodes:

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SLP167 Chris Belcher - What’s The Problem With Bitcoin Surveillance? Apr 21, 2020

Show notes

Chris Belcher rejoins me on the show to talk about Bitcoin Surveillance companies, and what risks they present to Bitcoin. We also talk about JoinMarket fidelity bonds.

Chain surveillance techniques
Downsides for Bitcoin
What to do about it
“Just Use Monero” is insufficient
PayJoin & P2EP
Fidelity Bonds - how they work
Benefits and costs

Chris Belcher Links:

Joinmarket donation page: https://bitcoinprivacy.me/joinmarket-donations
Fidelity bond doc: https://gist.github.com/chris-belcher/18ea0e6acdb885a2bfbdee43dcd6b5af
Financial mathematics of fidelity bonds: https://gist.github.com/chris-belcher/87ebbcbb639686057a389acb9ab3e25b
Twitter: @chris_belcher_
Reddit: /u/belcher_
Email: belcher@riseup.net
Github: github.com/chris-belcher/
P2P trading exchanges list: https://github.com/cointastical/P2P-Trading-Exchanges/

Other relevant episodes:

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SLP166 Max Keidun - P2P Bitcoin Trading No KYC, coming to your smartphone powered by Hodl Hodl Apr 15, 2020

Show notes

Max Keidun, CEO of Hodl Hodl rejoins me on the show to talk about some exciting updates with Hodl Hodl:

UX/UI update to Hodl Hodl website interface
How the platform protects against scammers
Local Trader feature in BlueWallet
Stacking Bitcoins p2p, No KYC, directly into your Coldcard
Baltic Honeybadger 2020 Update

Max Keidun & Hodl Hodl links:

Twitter: https://twitter.com/keidunm
Website: https://hodlhodl.com/ (Code:LIVERA)
Hodl Hodl twitter: https://twitter.com/hodlhodl

Previous episode:

SLP56 Max Keidun and Roman Snitko

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SLP165 Rafael Yakobi - Should Coinjoin users be flagged? Is Privacy Illegal? Apr 11, 2020

Show notes

Rafael Yakobi, Managing Attorney at The Crypto Lawyers joins me to talk about privacy in Bitcoin and the law. We talk about:

Financial surveillance laws
Obligations on bitcoin companies
How it works in practice
Blockchain surveillance companies

Links:

Twitter: @CACryptoLawyer
The Crypto Lawyers: www.thecryptolawyers.com
Bitcoin Magazine article: https://bitcoinmagazine.com/articles/bitcoin-fungibility-mixing-and-the-legal-limits-on-maintaining-privacy

Other links:

Bitcoin wiki transaction surveillance company by Chris Belcher
6102 Bitcoin coinjoin infographics:
1. https://6102bitcoin.com/001_what_is_bitcoin_taint/
2. https://6102bitcoin.com/002_are_chain_analysis_heuristics_reliable/
3. https://6102bitcoin.com/003_blacklisting_distance_proximity/

Other relevant interviews:

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SLP164 Gleb Naumenko - erlay Bitcoin transaction relay Apr 07, 2020

Show notes

Gleb Naumenko of Chaincode Labs joins me in this episode to talk about erlay. We talk about:

How he got into bitcoin development
Transaction relay in Bitcoin
Attacks at the network level
Erlay
Costs and Benefits
Bitcoin and lightning development more broadly

Gleb Naumenko:

Twitter: @tomatodread
Github account: https://github.com/naumenkogs
BIP330: https://github.com/bitcoin/bips/blob/master/bip-0330.mediawiki
Erlay Paper: https://arxiv.org/pdf/1905.10518.pdf

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Stephan Livera links:

SLP163 Cory Klippsten - Bitcoin’s Intransigent Minority, Swan Bitcoin & Bitcoiner Ventures Apr 03, 2020

Show notes

Cory Klippsten, CEO and Co-founder of Swan Bitcoin, GP of Bitcoiner Ventures joins me on the show to talk about:

Taleb’s thought and applying it to Bitcoin
The Intransigent Minority
Swan Bitcoin
Cheapest Auto DCA in the US
Bitcoiner Ventures and what it’s about, and how to get involved

Cory Klippsten links:

Twitter: @coryklippsten
Swan Bitcoin: SwanBitcoin.com
Bitcoiner Ventures AngelList Syndicate: https://angel.co/i/v7pGo
Bitcoiner Ventures: BitcoinerVentures.com
Article: Ten Million Bitcoiners: The Intransigent Minority

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SLP162 Matt D’Souza - Bitcoin Halving Analysis: Bullish for Competitive Miners Apr 01, 2020

Show notes

Matt D’Souza CEO of Blockware Solutions joins me to talk about his team’s recent research piece on Bitcoin Halving and analysis from a mining perspective. In this conversation, we chat:

Market participant profiles
Miner electricity distribution
Shut off and breakeven cost
Mining Rigs
Scenario Analysis
Why some miners operate at a loss
Difficulty adjustment dynamics
Why Efficient miners welcome the halving

Matt D’Souza links:

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