What Bitcoin Did
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
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Is The Bitcoin Power Law Broken? | Matthew Mezinskis
<p>“I think in ten years, the financial system and the Bitcoin system are going to collide.” </p> <p>Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data. </p> <p>In this episode, we get into whether the Bitcoin power law has finally broken, why the four-year cycle still appears intact, and what the data suggests about the current market and a possible $500,000 Bitcoin in 2029. </p> <p>We also explore the coming collision between Bitcoin’s slowing power law growth, a financial system built on exp...
Is The Fed Lying About Inflation? | James Lavish
<p>"They will allow inflation to run hotter than they'll admit to." </p> <p>James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist newsletter. </p> <p>In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures inflation. We get into the inflation task force, the trimmed mean PCE, why the 2% target was always arbitrary, and how the balance sheet is quietly expanding through treasury buybacks and QE light. </p> <p>We also cover credit card delinquencies hitting 2008 levels, the K-shaped economy, whether...
Has Bitcoin Lost Its Narrative? | Fernando Nikolic
<p>“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.” </p> <p>Fernando Nikolic is the founder of Perception. In this episode, we get into whether Bitcoin has lost its narrative, why Michael Saylor’s messaging has changed, and how narratives can move markets. Fernando breaks down the shift from Saylor’s early Bitcoin maximalist language to the more recent focus on credit, derivatives and Strategy as a financial product. </p> <p>We also get into whether Bitcoin’s rebel era is over, why the ETF approval may have marked the e...
The Final Stage Of The Bitcoin Bear Market | Joe Consorti
<p>“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.” </p> <p>Joe Consorti is back on the show to break down why he thinks the Bitcoin bottom may be closer than many people expect, why $50k is the key level to watch, and why October or November could mark the final low before Bitcoin begins moving into its next bull market.</p> <p>We discuss: </p> <p>– Bitcoin below $60k </p> <p>– Whether the four-year cycle is still alive </p> <p>– The role of inflation, oil, midterms...
The Dollar Changed. Bitcoin Is the Endgame | Matt Dines
<p>“The game has changed, it’s very clear.” </p> <p>Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into why he believes the dollar system has already changed and why Bitcoin may be the endgame. </p> <p>For decades, global markets have been built around the offshore dollar system: LIBOR, Fed backstops, QE, ZIRP and the assumption that every crisis ends with more liquidity. But Matt argues that world is being replaced by something very different: a Treasury-led dollar system built around T-bills, SOFR, regulated stablecoins and a new set of...
Is Michael Saylor Trapped? STRC Explained | Adam Livingston
<p>“The market is trying to find a villain right now—and Saylor is that guy.”</p> <p>Adam Livingston explains the pressure building around Michael Saylor, MicroStrategy and STRC as the preferred stock trades at $88, well below its $100 par value.</p> <p>Is STRC broken, or is the market mispricing Strategy’s credit risk? Adam explains how STRC works, why its yield has climbed above 13%, whether it can recover to par, and what Strategy’s capital structure means for MSTR shareholders. We also get into dilution, dividend coverage, Strategy’s use of its cash reserve and whether Saylor is now forced t...
The Fed Is Trapped: Why Double-Digit Inflation Is Inevitable | Lawrence Lepard
<p>“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.” </p> <p>In this episode, Lawrence Lepard is back on the show to explain why the Fed is trapped between persistent inflation, an accelerating sovereign debt crisis and a financial system that cannot withstand genuinely tight monetary policy. </p> <p>Lawrence breaks down the Fed’s retreat from forward guidance, why its new playbook gives policymakers cover to change course without warning, and why he believes today’s hawkish stance will ultimately give way to rate cuts and more money creation. </p> <p>We also...
The Hidden Battle for Global Power | Simon Dixon
<p>“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agenda.” </p> <p>Simon Dixon is an entrepreneur & investor. In this episode we get into the decline of American hegemony, the rise of a multipolar world, the petrodollar, China, BRICS, Iran, Venezuela, energy, AI, surveillance and the institutions that operate above elected governments. He explains why he sees war, debt and political polarisation as mechanisms that move capital, concentrate wealth and reshape the global order. </p> <p>We also discuss where Bitcoin fits into...
The Dollar Endgame Is Not What You Think | Peruvian Bull
<p>“The dollar endgame is still in play, but it’s going to play out much differently than most people think.” </p> <p>Peruvian Bull, is a macro analyst and the author of Dollar Endgame. </p> <p>In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next. </p> <p>We get into the eurodollar system, stablecoins, treasury demand, the yen carry trade, QE, yield curve co...
The Best Bitcoin Buying Opportunity In History | Peter Dunworth
<p>I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable." </p> <p>Peter Dunworth is the co-founder of The Bitcoin Adviser. </p> <p>Bitcoin is at $62,500, down 50% from the all-time high, and sentiment is the worst it has ever been. So why is the most bullish man in Bitcoin calling this the best buying opportunity in history? </p> <p>We discuss why the bottom is closer than you think, why the next cycle breaks every model, the wall of AI money waiting to rotate into Bitcoin, how the Clarity Act turns the US...
