The Bitcoin Frontier - Unchained Capital, Inc

Latest Episodes:

Growing 7-figure SMBs using bitcoin with Bobby Shell Mar 05, 2024

Show notes

In this episode, we sit down with Bobby Shell to discuss the two major ongoing wealth transfers—bitcoin and small to medium-sized businesses (SMBs). Bobby discusses his history growing a number of SMBs, and he explains how bitcoin holders may be well positioned to begin operating a small-medium business with their newfound wealth. Last, we discuss the impact of bitcoin on corporations, SMBs, and the individual, and how a bitcoin standard will likely lead to more localized entrepreneurial activity and fewer mega-corporations.

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TIMESTAMPS:

00:00:00 Intro

00:01:10 Bobby’s history helping build SMBs and Voltage

00:03:33 Two major wealth transfers—bitcoin and SMBs

00:07:45 Bitcoin holders acquiring SMBs

00:12:16 Buying bitcoin vs buying an SMB

00:16:24 Holding bitcoin and using SBA loans

00:19:25 Which SMB to build?

00:21:11 Private equity rolling up local businesses

00:25:00 Entrepreneurship from early wealthy bitcoiners

00:28:26 AI and new technology in SMBs

00:30:34 Will bitcoin create more opportunities for local entrepreneurs?

00:40:25 Does bitcoin bring power from the corporation back to the individual?

00:47:45 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

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→ Bobby Shell’s Twitter: https://twitter.com/iBobbyShell

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

Breaking bitcoin models to the upside with Lyn Alden Feb 27, 2024

Show notes

In this episode, we sit down with Lyn Alden for an in-depth discussion on her recent presentation at Princeton, evaluating the thresholds at which the academic community might recognize bitcoin's legitimacy in terms of its market valuation or size. We explore if the ETFs have the potential to amplify a potential bull run, and we get her thoughts on self-custody vs ETFs. Last, we explore her opinion on various bitcoin price models and what may mark the top of this coming cycle.

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TIMESTAMPS:

00:00:00 Intro

00:01:20 Explaining bitcoin at Princeton

00:07:58 What size bitcoin will academics take bitcoin seriously?

00:12:03 Surprises in your book, Broken Money?

00:15:15 First month of bitcoin ETF results

00:19:31 ETFs amplifying the bull run?

00:21:40 Muted 2021 high?

00:22:59 Could the ETFs capture bitcoin?

00:30:00 Self-custody vs ETF?

00:37:54 How big of an impact will the halving have?

00:40:03 Halving vs macro liquidity cycle?

00:42:50 S2F model, power law model, and price models

00:44:40 Where is the next cycle top?

00:47:05 Will “crypto” gambling ever die?

00:49:36 Buying bitcoin vs bitcoin startups

00:52:37 What’s a good bitcoin startup?

00:55:04 How could bitcoin fail?

00:57:40 Closing thoughts, Broken Money, and Ego Death

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Lyn Alden’s Twitter: https://twitter.com/LynAldenContact

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Buy Lyn’s book: https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6/

Powering through halvings and short sellers with Hut 8 Feb 20, 2024

Show notes

In this episode, Joe Burnett sits down with Asher Genoot, CEO of Hut 8, and Sue Ennis, Head of Investor Relations at Hut 8. They discuss the groundbreaking merger between Hut 8 and US Bitcoin Corp, marking the largest bitcoin mining merger in history. The conversation also covers the impact of ETF approval on Hut, the strategic shift towards diversifying beyond bitcoin mining, and the anticipation surrounding the upcoming bitcoin halving. Additionally, they tackle the implications of J Capital's short report, the future of mining site sizes as the block subsidy decreases, and the potential role of miners in the energy sector.

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TIMESTAMPS:

00:00:00 Intro

00:01:03 Background—getting into bitcoin mining

00:06:12 Hut 8 <> US Bitcoin Merger

00:11:00 How has the ETF approval changed Hut?

00:12:56 Why diversify out of bitcoin mining?

00:17:12 Halving in ~2 months, excited or concerned

00:20:19 Monitor mining competitors

00:26:12 Will there be another boom bust cycle?

00:33:37 J Capital’s short report

00:39:30 Block subsidy trending to 0—future size of mining sites?

00:47:53 Will miners become a substantial part of energy grids?

00:49:46 What excites you over the next 2-3 years?

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Sue Ennis’s Twitter: https://twitter.com/bigsuey

→ Asher Genoot’s Twitter: https://twitter.com/ashergenoot

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

The bitcoin ETF boom with James Seyffart Feb 13, 2024

Show notes

In this episode, James discusses why he started analyzing bitcoin ETF approvals and net-flows. He explains why bitcoin ETFs were denied for so long, how they got approved in 2024, and how individuals should consider holding real bitcoin vs holding an ETF. We cover the SEC X account hack and other surprises since the ETFs began trading. We even contrast the gold ETFs with the bitcoin ETFs, and discuss what may be the end game of GBTC.

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TIMESTAMPS:

00:00:00 Intro

00:01:20 Bloomberg and bitcoin

00:05:31 Did you think a bitcoin ETF would be approved before 2024?

00:07:47 Why was it denied for so long?

00:10:33 Will bitcoin play a role in the 2024 election?

00:11:43 Hold your own keys or the ETF?

00:19:15 Will ETFs mute bitcoin’s volatility?

00:21:58 How do you value bitcoin?

00:26:58 SEC Twitter account hack

00:30:16 Surprises since ETF approvals?

00:33:31 End game of GBTC?

00:37:15 Can ETFs increase their fees?

00:40:34 Gold ETF vs bitcoin ETFs

00:46:47 Can the gold market be manipulated via ETFs or futures?

00:49:44 What do most not understand about the bitcoin ETFs?

00:55:16 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ James Seyffart’s Twitter: https://twitter.com/JSeyff

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

Bitcoin will crash energy prices with Andrew Myers Feb 06, 2024

Show notes

In this episode, Andrew Myers shares his vision of bitcoin revolutionizing global power markets by making them more permissionless and efficient. He explains why entrepreneurship could become easier under a bitcoin standard, evaluates the sustainability of mega mining farms (100+ MW), and looks into the future of global energy production in relation to bitcoin miners.

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TIMESTAMPS:

00:00:00 Intro

00:01:40 Permissionless Power Markets

00:06:19 Entrepreneurship under a bitcoin standard

00:08:25 Bitcoin adoption in the energy sector

00:13:57 Credit worthiness of bitcoin miners

00:16:30 Are mega mining farms (100MW+) sustainable?

00:18:17 Will bitcoin lead to the development of new energy technologies?

00:20:07 Will the world continue to produce exponentially more energy?

00:22:27 Bitcoin mining and geopolitics

00:24:22 Will countries that embrace bitcoin have a massive advantage?

00:26:55 How will bitcoin change power prices?

00:30:54 “Who will build the roads (transmission lines)?”

00:41:04 Will bitcoin create sovereign self-sufficient communities?

00:42:19 Block subsidy trending toward 0

00:46:01 Merging of the mining and energy industries?

00:47:47 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Andrew Myer’s Twitter: https://twitter.com/acmyers

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

AI rumbles while infrastructure crumbles with Drew D'Agostino Jan 30, 2024

Show notes

In this episode, Drew D’Agostino talks about how the banking system collapses of last year inspired him to bring his 30 employee SaaS company onto a bitcoin standard by adding bitcoin into its treasury and using bitcoin as a tool to make better decisions. Drew’s SaaS company is in the AI industry, so he also touches on the current state of the AI hype cycle and his outlook on the true speed of technology innovation and growth.

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TIMESTAMPS:

00:00:00 Intro

00:01:57 Who are you?

00:03:25 How did you get into bitcoin?

00:08:57 Putting bitcoin on your SaaS company’s balance sheet

00:15:29 Board and Employee’s reaction to bitcoin on balance sheet

00:20:33 Is bitcoin changing company culture?

00:26:46 Bitcoin raises the bar for any investment

00:29:00 What happens as the world adopts bitcoin?

00:31:47 Bitcoin as a long term or short term benchmark

00:37:18 Has bitcoin influenced your products or services?

00:39:49 What do you think about the current state of AI?

00:45:28 AI deflationary or inflationary?

00:48:49 AI cycles vs bitcoin cycles

00:56:08 AGI and the singularity?

00:58:50 Bitcoin may bring innovation back to the physical world

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Drew D’Agostino’s Twitter: https://twitter.com/DrewDAgostino

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

A $1,000,000 bitcoin won't cause chaos with Peter Dunworth and Luke Broyles Jan 23, 2024

Show notes

In this episode, Peter and Luke explain why they think $1,000,000 bitcoin is both early and optimistic for the world. They review humanity’s technological progress and discuss why bitcoin is a paradigm shift when it comes to our ability to save and store wealth into the future. Last, they touch on the ETF approval and how it compares to self-custodied bitcoin.

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TIMESTAMPS:

00:00:00 Intro

00:01:35 What are the implications of humanity discovering bitcoin?

00:08:06 How do you value bitcoin?

00:17:48 Comprehending rapid technological innovation

00:25:00 Perfect scarcity clashing with real world abundance

00:29:22 ETF is approved, now what?

00:38:53 93% of all bitcoin has already been mined

00:44:03 Will bitcoin cycles continue?

00:47:12 ETF vs Self-custody

00:59:17 Saving bitcoin for centuries: Inheritance and Trusts

01:08:12 Accelerating adoption and closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Peter Dunworth’s Twitter: https://twitter.com/PeterBTCAdviser

→ Talk to Luke to set-up a multisig vault: https://calendly.com/luke-btc-advisor/the-bitcoin-adviser-initial-consultation?month=2024-01

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

Demanding payment in bitcoin with Will Cole Jan 16, 2024

Show notes

In this episode, Will talks about potential major catalysts for bitcoin payments, why businesses will ultimately demand payment in bitcoin, society’s trend towards more and more financial censorship, building bitcoin products, and sci-fi books.

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TIMESTAMPS:

00:00:00 Intro

00:01:00 What are you working on now?

00:05:25 Is the timing right for Zaprite (bitcoin payments)?

00:08:16 Next catalyst for bitcoin payments?

00:12:29 Will Saylor accept bitcoin at Microstrategy?

00:14:10 Dentists accepting bitcoin

00:17:10 Would accepting bitcoin payments become a viral feedback loop?

00:20:05 Discounts for paying in bitcoin?

00:23:48 3% credit card fees are restaurants and small businesses

00:28:07 Is bitcoin our best tool to stop financial censorship?

00:34:44 Online or brick and mortar more likely to accept bitcoin first?

00:36:58 What will happen to credit card companies?

00:42:39 How is building on bitcoin different from building other software?

00:59:21 Low time preference to building bitcoin products?

01:07:00 What’s required to build good bitcoin products?

01:08:54 What’s your favorite sci-fi book and why?

01:10:49 Does bitcoin feel like we’re living in a sci-fi book?

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Will Cole’s Twitter: https://twitter.com/willcole

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

Bitcoin derangement and accelerating productivity with Jimmy Song Jan 09, 2024

Show notes

In this episode, Jimmy Song dives into bitcoin derangement syndrome, his expectations for the speed of bitcoin adoption, how much more productive the world would be under a bitcoin standard, his experience visiting Argentina and more.

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TIMESTAMPS:

00:00:00 Intro

00:01:19 Bitcoin derangement syndrome

00:09:54 Has bitcoin adoption happened faster or slower than you expected?

00:16:09 Did you expect extreme cycle volatility?

00:19:38 Do people still think you’re crazy in regards to bitcoin?

00:23:21 How would corporate culture change under a bitcoin standard?

00:28:50 How much more productive would the world be without rent seekers?

00:41:37 Of the books you’ve written, which is your favorite?

00:44:04 What was your experience in Argentina? Javier Melei?

00:54:00 What will be the next surprise in global bitcoin adoption?

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Jimmy Song’s Twitter: https://twitter.com/jimmysong

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

Bitcoin is not a hedge, it’s the solution with Parker Lewis Jan 02, 2024

Show notes

In this episode, Parker Lewis dives into why his bitcoin is not a hedge presentation was so successful, how he wrote Gradually, Then Suddenly, and the odds of bitcoin and the Dollar coexisting. He addresses common misconceptions, reflects on the evolution of his own writings about bitcoin, and explores why there’s nothing more American than bitcoin and nothing more un-American than the Dollar.

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TIMESTAMPS:

00:00:00 Intro

00:01:51 “Bitcoin is not a hedge” presentation hits 250,000+ views

00:05:46 Presentation criticism - what is “printing” money?

00:08:44 Macro investors and bitcoin

00:10:31 What’s the best way to explain bitcoin?

00:19:17 Will bitcoin leave people behind?

00:21:07 Why write a book?

00:26:15 We’re probably not wrong about bitcoin.

00:31:08 Which essay did you need to update most?

00:34:08 Ordering your essays in the book

00:37:55 Objections to bitcoin are answered in Gradually Then Suddenly

00:39:30 Still reading Federal Reserve transcripts?

00:45:04 Do most people know the Dollar is designed to debase forever?

00:47:15 Unexpected symptoms of broken money?

00:50:44 Banning bitcoin

00:59:06 Will bitcoin and the dollar co-exist?

01:01:30 There’s nothing more American than bitcoin

01:07:34 What’s exciting about bitcoin payments?

01:13:04 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Parker Lewis’ Twitter: https://twitter.com/parkeralewis

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

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