The Bitcoin Matrix
Let's explore Bitcoin, the future of money and the social, cultural, economical and philosophical implications of this new technology. Hosted by Cedric Youngelman.
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Matt Cole — He Built a Stock That Pays You Every Day
<p>Matt Cole spent fifteen years at CalPERS — the largest public pension fund in the U.S. — running more than $70 billion in global fixed income, where his portfolios reportedly never underperformed their benchmark in a single year. Today he's Chairman & CEO of Strive (Nasdaq: ASST), the first publicly traded asset-management Bitcoin treasury company — and the man who just made a security pay a dividend every single business day, the first time that's ever happened in U.S. market history.</p> <p>This is the structured-finance mind behind "digital credit" — the idea that you can split a perpetual Bitcoin position into two inst...
Matt Hougan — Bitcoin's Next Supply Shock
<p>Matt Hougan is the Chief Investment Officer at Bitwise Asset Management — one of eleven spot Bitcoin ETF issuers, managing over $10 billion. When family offices, RIAs, and pension consultants size their Bitcoin allocation, his is the analysis they read.</p> <p>This is the institutional case for Bitcoin in plain language: Bitcoin as two investments at once (digital gold plus a call option on becoming the world's apolitical currency), the math behind his $1.4 million by 2035 call, and why he thinks Bitcoin is about to repeat the supply shock that just took gold parabolic. If you've been trying to explain Bitcoin to...
Why Bitcoin Needs Its Own Summer Camp | Camp Nakamoto
<p>Jeff Casler and Angelo Firenze don't run a Bitcoin conference. They run a Bitcoin camp.</p> <p>Jeff is a serial entrepreneur and MS survivor — co-founder of Camp Nakamoto and @btc_mass, with a thesis-forward "why this matters" voice. Angelo grew up on Sandy Island. He spent decades as director of the original family camp the property was built around — and now runs the Bitcoin version of the same idea.</p> <p>Every summer, the Bitcoin world boards another plane to another conference. And every summer, some of us come home wondering if we actually made a single real conn...
Bram Kanstein: Bitcoin Is An Economic Psychedelic | EP274
<p>Bram Kanstein returns to The Bitcoin Matrix. He's spent over three thousand hours studying money. He hosts Bitcoin for Millennials — now expanding into Freedom for Millennials — and writes essays connecting fiat money to consciousness, attention, and the design of modern life.</p> <p>This conversation picks up where his first appearance left off. Once you've truly understood Bitcoin — what comes next?</p> <p>Bram's answer is that the orange pill is just the entry point. The real work is what happens after: noticing the bandwidth tax that costs you 13 IQ points before you've even started thinking, recognizing Bitcoin as "engine...
Pius Sprenger Shorted Subprime. Now He Sees It Again.
<p>Pius Sprenger has a PhD in mathematics and spent twenty-five years on Wall Street. He was hired to Deutsche Bank in 2004 and ended up on Greg Lippmann's derivatives desk — the desk Ryan Gosling's character runs in The Big Short. In February 2007 he co-built the ABX index with Goldman Sachs and Bear Stearns. He held his short position for nearly three years while senior management told him he was wrong.</p> <p>He was right.</p> <p>He left Wall Street in 2020. Today he is a founding member of the Scientific Bitcoin Institute alongside Giovanni Santostasi and Steven Perino — peer-reviewed rese...
The FCC Collected $6,790. Then They Came for Bitcoin ATMs. | Paul Tarantino | Ep 272
<p>Paul Tarantino is the CEO of Byte Federal, one of the largest Bitcoin ATM networks in the country. Eighteen months ago on this show he told us Bitcoin wins by default. That Bitcoin is the last currency standing. That AI-generated fraud would break the credit-based payment system.</p> <p>He was right on all three.</p> <p>Now legislators across the country are coming for Bitcoin ATMs and framing it as consumer protection. Paul has spent three years building the most comprehensive data-driven defense of this industry anyone has produced. He's here to show you what's actually going on.<...
Bitcoin Age, the Dollar Mind Trick & Why Gold is Old | Nik Bhatia @timevalueofbtc | EP271
<p>Nik Bhatia called Bitcoin a once-in-a-millennium monetary event </p> <p>before most people understood what Bitcoin was. Now he has a </p> <p>second book, a course at USC Marshall, and the global monetary </p> <p>system is doing exactly what he said it would do. </p> <p>This is one of the most important conversations we have had on </p> <p>this show. </p> <p>We discuss:</p> Why the dollar is a Jedi mind trick almost everyone has fallen for\ How Bitcoin and the dollar can coexist — and why that matters\ Why gold is old and Bitcoin is...
Who Controls Bitcoin? 16 Years of Data and a 13-Year-Old Hard Drive | EP270 | @secsovereign
<p>Josh discovered Bitcoin in 2010 — before most people knew what a blockchain was. </p> <p>What happened next changed everything.</p> <p>"I'm thankful that I forgot that I was holding." — Josh @secsovereign</p> <p>"The mechanism of control only works on people who can't see it." — Étienne de La Boétie</p> <p>Subscribe so you never miss an episode.</p> <p>━━━━━━━━━━━━━━━━━━━━━━ </p> <p>🎙️ GUEST </p> <p>━━━━━━━━━━━━━━━━━━━━━━ </p> <p>Josh @secsovereign → https://x.com/secsovereign </p> <p>Bitcoin Commons → thebitcoincommons.org </p> <p>Personal site → secsov.com </p> <p>━━━━━━━━━━━━━━━━━━━━━━ </p> <p>💰 SPONSORS & DISCOUNTS </p> <p>━━━━━━━━━━━━━━━━━━━━━━ </p> <p>🔑 Stamp Seed — 15% OFF </p> <p>stampseed.com | code MATRIX </p> <p>🐟 Firefish — 0% fees on first loan through April 30 </p> <p>firefish.io/?ref=MATRIX | code MATRIX </p> <p>🔐 Unchained — 10% OFF </p> <p>unchained...
Bitcoin, Stoicism, and Time’s Edge
<p>Nobody told Connor Dolan that the Stoics figured out Bitcoin 2,000 years before Satoshi — but after a year of research, he proved it.</p> <p>Connor Dolan — VP of Enterprise Sales at Unchained, former BlackRock and Capital Group — joins The Bitcoin Matrix to break down why Bitcoin and Stoicism are the two most powerful forces shaping how we think about time, money, and how to actually live.</p> <p>We cover why Bitcoin is the MAP and Stoicism is the COMPASS, how a plastic yellow piggy bank on a kitchen counter started Connor's lifelong obsession with money, why the most educat...
Bitcoin's iPhone Moment — STRC & the Conversion of the Financial System
<p>Nobody could explain how we get from today to a Bitcoin Standard — until now.</p> <p>MarylandHODL21 and Cris Reed join The Bitcoin Matrix to break down STRC, Strategy's capital flywheel, and why very few people understand what's actually happening in the financial system right now. </p> <p>We cover why STRC is Bitcoin's iPhone moment, how two financial systems are running simultaneously, the apex carry trade, why real inflation is closer to 8% and what that does to every "safe" instrument you own, the M-NAV cycle and how Sailor is managing it, and how the bridge from fiat to Bi...
