What Bitcoin Did
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
10
The Everything Rally Is About to Begin | Joe Carlasare
<p>“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare </p> <p>Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. </p> <p>In this interview, we discuss why he believes the Bitcoin bottom is in, how the recent drawdown changes Bitcoin’s risk profile, and why a move above $100K could trigger the next major cycle. </p> <p>We also discuss institutional adoption, the future of the four-year cycle, Bitcoin-backed banking and credit, Treasury buybacks, fiscal dominance, AI investment, structural inflation and why Joe is bullish on the economy, markets and Bitc...
Bitcoin Will Never Have Another 80% Crash | Eric Yakes
<p>“Everything’s structurally changed.” </p> <p>Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle is finally dead. </p> <p>We discuss whether yield curve control has arrived under another name, why Bitcoin is becoming a hedge against monetary debasement and the potential for a great rotation out of AI and gold and why gold could reach $10,000 while Bitcoin runs from $80,000 to $800,000. </p> <p>Eric also gets into how the US push for stablecoins could unintentionally accelerate Bitcoin adoption, why stable...
The Plan to Put Bitcoin in Every Conversation | Seth For Privacy
<p>“Your conversations and your money should not have to live in totally separate places.” </p> <p>Seth for Privacy is the COO of Cake Wallet and Radar, a Signal-compatible messenger combining encrypted conversations with self-custodial Bitcoin payments. In this episode, he explains why the next wave of Bitcoin adoption may begin inside an everyday messenger—not a standalone wallet. </p> <p>We discuss how Radar makes sending Bitcoin feel as natural as sending a message, why Spark made that experience possible, and the challenge of combining simple UX, privacy and self-custody at scale. Seth also breaks down Radar’s connecti...
The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow
<p>“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” </p> <p>Frostsnap’s Lloyd Fournier and Nick Farrow join me to break down the catastrophic Coldcard vulnerability that made supposedly secure Bitcoin keys guessable and allowed attackers to drain more than 1,700 BTC without ever touching the devices. </p> <p>We discuss how a five-year failure in Coldcard’s randomness generation went undetected, why every safeguard failed and the role AI played in discovering and exploiting the bug. Nick also explains how he reproduced th...
Bitcoin Is Running Out Of Sellers | Checkmate
<p>“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” </p> <p>Checkmate is a Bitcoin analyst and founder of Checkonchain. In this episode, he explains why Bitcoin may be entering the final stage of the bear market, even after $8.2 billion of ETF outflows, Strategy selling, the Coldcard attack and the failure of BIP110. </p> <p>We discuss whether $58k marked the bottom, why a fall to $45k would inflict damage comparable to the brutal 2015 bear market, and the key levels that would signal Bitcoin is turning bullish again. We also get...
Bitcoin vs Wall Street | American HODL, Junseth & Erik Cason
<p>“We’ve already fucking won.” </p> <p>Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? </p> <p>Recorded live at PubKey in New York City, American HODL, Junseth and Erik Cason & Thomas Pacchia are on the show for an unfiltered conversation about Bitcoin’s conquest of Wall Street, why everyone still thinks they’re late, the promise of $100 million Bitcoin and whether Bitcoin needs a new narrative. </p> <p>We also discuss the rise o...
AI Is About to Split Society in Two | Zack Shapiro
<p>“The people who are truly productive are going to be on a rocket ship.” </p> <p>AI is about to split society in two: those who learn to command it and those whose value it destroys. </p> <p>Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar career ladder while creating millions of millionaires. He argues that judgment, agency and decisive thinking will become exponentially more valuable, while simply working hard may no longer be enough. </p> <p>We discuss why most people are using AI incorrectly, how it could tran...
The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo
<p>“There’s no balance sheet in the world that can cough up a trillion dollars.” </p> <p>In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that growth alone. </p> <p>Mauricio breaks down Ledn’s $188 million Bitcoin-backed securitisation, the significance of its investment-grade senior notes, and how institutional capital could transform Bitcoin lending into a global credit market. He also explains partial liquidations, auto top up, tokenised gold and the potential for hybrid Bitcoin-and-gold collateral. </p> <p>Th...
The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar
<p>“I would give myself 95% confidence that the bottom is in.” </p> <p>Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. </p> <p>In this episode we discuss the disconnect between record global liquidity and a Bitcoin price that has fallen 50%, the selling by OG holders, miners pivoting toward AI, and the potentially self-fulfilling nature of the four-year cycle. Selling pressure is becoming exhausted and we're now facing time pain, not price pain. </p> <p>We also get into AI stealing Bitcoin’s bull r...
The Most Bullish Thing About Bitcoin | Alex Thorn
<p>“Who is left now that wants to sell at $65K?” </p> <p>Bitcoin has gone through the price pain. Now comes the time pain. </p> <p>Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how the next rally could begin before the wider market notices. </p> <p>We discuss the on-chain signals around $58K, the changing shape of Bitcoin’s market cycles, and how the enormous debt funding the AI boom could revive the curren...
