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DOGE couldn’t fix the dollar with Sam Callahan

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Manage episode 488110810 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What if bitcoin treasury companies become the most powerful corporations of the next decade? In this episode, we’re joined by Sam Callahan to explore how lightning adoption, corporate strategy, and macro uncertainty are reshaping the global economy. Sam explains why companies like Strategy are pioneering a new capital structure based on bitcoin, how BTC-native yield on the Lightning Network could disrupt traditional finance, and why institutions are finally waking up to sound money. We cover everything from regulatory arbitrage and ETF flows to lightning yield flywheels, safe haven behavior, and the future of corporate balance sheets. Sam also breaks down how tether and stablecoin adoption could drive a new phase of economic activity on lightning—and what it means for investors looking to outperform.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtube

TIMESTAMPS:

0:00 - Intro

1:21 - How bitcoin treasury companies are revolutionizing finance

5:20 - Bitcoin treasury companies vs real estate leverage

10:01 - Why this cycle could mimic 2017’s parabolic run

12:46 - Why bitcoin adoption is at a major inflection point

16:36 - Who’s next to buy bitcoin: corporates or governments?

22:31 - If bitcoin hits 50% of gold, price hits $1 million

28:06 - Bitcoin is starting to show safe haven behavior

34:39 - How lightning and tether could explode BTC-native yield

46:16 - Spend fiat or spend and replace bitcoin?

52:30 - Why DOGE can’t stop the era of fiscal dominance

WHERE TO FOLLOW US:

→ Unchained X: https://twitter.com/unchained

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

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

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

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Sam Callahan’s Twitter: https://x.com/samcallah

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 488110810 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What if bitcoin treasury companies become the most powerful corporations of the next decade? In this episode, we’re joined by Sam Callahan to explore how lightning adoption, corporate strategy, and macro uncertainty are reshaping the global economy. Sam explains why companies like Strategy are pioneering a new capital structure based on bitcoin, how BTC-native yield on the Lightning Network could disrupt traditional finance, and why institutions are finally waking up to sound money. We cover everything from regulatory arbitrage and ETF flows to lightning yield flywheels, safe haven behavior, and the future of corporate balance sheets. Sam also breaks down how tether and stablecoin adoption could drive a new phase of economic activity on lightning—and what it means for investors looking to outperform.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtube

TIMESTAMPS:

0:00 - Intro

1:21 - How bitcoin treasury companies are revolutionizing finance

5:20 - Bitcoin treasury companies vs real estate leverage

10:01 - Why this cycle could mimic 2017’s parabolic run

12:46 - Why bitcoin adoption is at a major inflection point

16:36 - Who’s next to buy bitcoin: corporates or governments?

22:31 - If bitcoin hits 50% of gold, price hits $1 million

28:06 - Bitcoin is starting to show safe haven behavior

34:39 - How lightning and tether could explode BTC-native yield

46:16 - Spend fiat or spend and replace bitcoin?

52:30 - Why DOGE can’t stop the era of fiscal dominance

WHERE TO FOLLOW US:

→ Unchained X: https://twitter.com/unchained

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

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

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

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Sam Callahan’s Twitter: https://x.com/samcallah

  continue reading

88 episodes

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