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Before a song is released, a record is produced, or a chorus is written, the musicians that write them think. A lot. They live. A lot. And they feel. A LOT. Hosted by award-winning interviewer and radio host Sofia Loporcaro, Before the Chorus dives into the stories and experiences that shape these artists, and ultimately, the music we hear.
Is bitcoin’s wealth creation era over or just beginning? with Trace Mayer
Manage episode 486851547 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.
Bitcoin’s volatility is falling—and Trace Mayer thinks that may signal the end of its wealth creation era. In this episode, we sit down with early bitcoin investor and proof of keys holiday founder Trace Mayer to unpack where we are in bitcoin’s lifecycle and what comes next. Trace breaks down his recent debate with Peter Schiff, explaining why subjective value theory and entrepreneurship are at the heart of bitcoin’s superiority over gold. We explore bitcoin’s declining volatility, why Strategy’s strategy may be riskier than it looks, and how bitcoin financialization is accelerating faster than expected. Trace also shares why proof of reserves matters, the long-term risk of custodial centralization, and how legal frameworks might evolve to protect against contentious forks.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ 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
1:24 - Debating Peter Schiff on sound money and bitcoin
5:44 - Why Satoshi was a monetary entrepreneur
10:07 - Bitcoin vs gold: scarcity, portability, and use cases
20:36 - The light side vs dark side of investing with bitcoin
23:18 - Saylor’s strategy: capital gains vs cash flow
28:01 - Bitcoin volatility is declining—is the wealth creation phase over?
33:45 - The financialization of bitcoin is accelerating
40:01 - Global instability, geopolitics, and bitcoin
49:46 - Capital controls: bitcoin’s role
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
→ Trace Mayer’s Twitter: https://x.com/TraceMayer
92 episodes
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Manage episode 486851547 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.
Bitcoin’s volatility is falling—and Trace Mayer thinks that may signal the end of its wealth creation era. In this episode, we sit down with early bitcoin investor and proof of keys holiday founder Trace Mayer to unpack where we are in bitcoin’s lifecycle and what comes next. Trace breaks down his recent debate with Peter Schiff, explaining why subjective value theory and entrepreneurship are at the heart of bitcoin’s superiority over gold. We explore bitcoin’s declining volatility, why Strategy’s strategy may be riskier than it looks, and how bitcoin financialization is accelerating faster than expected. Trace also shares why proof of reserves matters, the long-term risk of custodial centralization, and how legal frameworks might evolve to protect against contentious forks.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ 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
1:24 - Debating Peter Schiff on sound money and bitcoin
5:44 - Why Satoshi was a monetary entrepreneur
10:07 - Bitcoin vs gold: scarcity, portability, and use cases
20:36 - The light side vs dark side of investing with bitcoin
23:18 - Saylor’s strategy: capital gains vs cash flow
28:01 - Bitcoin volatility is declining—is the wealth creation phase over?
33:45 - The financialization of bitcoin is accelerating
40:01 - Global instability, geopolitics, and bitcoin
49:46 - Capital controls: bitcoin’s role
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
→ Trace Mayer’s Twitter: https://x.com/TraceMayer
92 episodes
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1 Why I fired my fiat customers with Ben Justman 1:01:46
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Play Later Play Later Lists Like LikedBen Justman is a winemaker, entrepreneur, and bitcoiner. He founded Peony Lane in western Colorado with a bet on long-term thinking: plant grapes, make wine, and stack bitcoin. In this episode, Ben joins The Bitcoin Frontier to share how he built a handcrafted wine business from the ground up—during a drawdown—and how his best customers turned out to be bitcoiners. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 TIMESTAMPS: 0:00 – Intro 1:14 – Bitcoin bull run and building a business on conviction 7:10 – Wine, frost, and learning the hard way in two industries 13:45 – Why winemaking and bitcoin both reward patience 21:15 – What’s really in your wine—and why bitcoiners care 27:00 – Selling wine for sats: accepting bitcoin and adapting systems 33:00 – Borrowing at the top, stacking through the drawdown 40:00 – How bitcoiners became his core customer base 46:30 – Fighting industry headwinds with niche alignment 49:40 – The downside of leverage and the value of conviction 59:25 – What’s next for Peony Lane WHERE TO FOLLOW US: → Unchained X: https://twitter.com/unchained → Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Trey Sellers' Twitter: https://x.com/ts_hodl…
1 The moral case for orange pilling with Tad Smith 1:02:22
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Play Later Play Later Lists Like LikedWhat if orange-pilling isn’t persuasion—but marketing, ethics, and timing? In this episode, we sit down with Tad Smith—partner at One Roundtable Partners, former CEO of Madison Square Garden and Sotheby’s, and one of bitcoin’s most articulate educators—to explore the moral case for orange-pilling, and why it’s not a right but a responsibility. Tad shares hard-won lessons from orange-pilling family members across generations and wealth brackets, and explains why alignment—not argument—is the key. We break down how different cohorts—from boomers to creatives—encounter bitcoin, and why effective orange-pilling starts with listening, not preaching. From bitcoin vs. college and homeownership, to AI’s threat to knowledge workers, Tad lays out how bitcoin becomes not speculation, but protection—not rebellion, but insurance—not utopia, but sovereignty. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS: 0:00 – Intro 1:10 – The moral case for orange-pilling 5:47 – Why persuasion fails and alignment works 10:08 – Mistakes made orange-pilling family and friends 15:02 – You need an invitation to orange-pill 18:48 – Cohort-based messaging: it’s not religion, it’s marketing 23:27 – Orange-pilling high-net-worth individuals 28:12 – Retirees, boomers, and fear of complexity 31:40 – Tech-savvy, libertarian, and progressive angles 35:20 – Why creatives matter: expression, ownership, and ordinals 38:47 – College vs bitcoin: a post-AI investment dilemma 44:02 – Should you buy a house or stack more bitcoin? 49:55 – Narrative shapes price: the Marian Antoinette necklace lesson 53:10 – What bitcoin really is: protection, insurance, sovereignty 57:35 – How to orange-pill with respect and precision WHERE TO FOLLOW US: → Unchained X: / unchained → Unchained Linkedin: / unchainedcom → Unchained Newsletter: https://unchained.com/newsletter…
1 Bitcoin is pristine collateral—with Jon Melton 51:12
51:12 Play Later Play Later Lists Like Liked51:12
Play Later Play Later Lists Like LikedWhat if the future of credit markets is built on bitcoin? In this episode, we sit down with Jon Melton, Head of Lending at Unchained and a veteran of Morgan Stanley, Silvergate, and Xapo. Jon shares his journey from Wall Street to building a bitcoin-backed credit business, helping institutions safely borrow dollars against their bitcoin without losing control. We explore why bitcoin is pristine collateral, how interest rates in this market may evolve, and why re-hypothecation risk matters. Jon explains how collaborative custody transforms the borrowing experience and outlines the future of institutional credit on a bitcoin standard. We also discuss why the regulatory tide in America has turned—and what that unlocks for bitcoin’s next wave. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 4:45 - Conviction through doing the work 10:07 - Managing $1.5b in bitcoin loans with zero losses 16:08 - What Wall Street still doesn’t understand about bitcoin 20:11 - Why bitcoin embodies American values 26:27 - How interest rates might evolve in bitcoin lending 30:12 - Why Unchained never rehypothecates your bitcoin 36:22 - How big will bitcoin lending get in 10 years 41:10 - What unlocks the next wave of bitcoin credit markets 46:25 - The biggest risk to bitcoin 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 → Jon Melton’s Twitter: https://x.com/jmelton21mm…
1 MBA grads still don’t get bitcoin, here’s why with Anil Patel 57:18
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Play Later Play Later Lists Like LikedWhat if you were introduced to digital scarcity before bitcoin even existed? In this episode, we sit down with Anil Patel, author of The Bitcoin Handbook and creator of widely shared bitcoin graphics featured in Michael Saylor keynotes. Anil shares how selling concert tickets sparked his early understanding of scarcity, and how that insight shaped his approach to bitcoin. We discuss his take on bitcoin’s future as a store of value, treasury asset, and sovereign protection tool, and why he believes bitcoin’s price will rise forever. Anil unpacks his journey from pitching bitcoin to MBA classmates in 2013 to now building educational content that simplifies complex ideas. We explore the rise of bitcoin treasury companies, how centralized platforms differ from bitcoin’s ethos, and the enduring value of reading and low time preference in a distracted world. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 1:09 - Anil’s early digital scarcity insight from concert ticketing 5:12 - Why bitcoin will go up forever, according to Anil 12:07 - Building a personal and family bitcoin reserve 14:18 - Bitcoin treasury companies vacuuming up supply 16:17 - Pitching bitcoin to his MBA class in 2013 23:32 - Evolving bitcoin education and content creation 29:22 - Why early bitcoiners understood digital scarcity 32:16 - Sovereignty vs number go up—why both matter 40:16 - Mental models and heuristics to cut through noise 43:08 - Innovation is accelerating—so is bitcoin’s upside 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 → Anil Patel’s Twitter: https://x.com/anilsaidso…
1 DOGE couldn’t fix the dollar with Sam Callahan 1:03:57
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Play Later Play Later Lists Like LikedWhat 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 podcast@unchained.com → 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…
1 Is bitcoin’s wealth creation era over or just beginning? with Trace Mayer 1:01:42
1:01:42 Play Later Play Later Lists Like Liked1:01:42
Play Later Play Later Lists Like LikedBitcoin’s volatility is falling—and Trace Mayer thinks that may signal the end of its wealth creation era. In this episode, we sit down with early bitcoin investor and proof of keys holiday founder Trace Mayer to unpack where we are in bitcoin’s lifecycle and what comes next. Trace breaks down his recent debate with Peter Schiff, explaining why subjective value theory and entrepreneurship are at the heart of bitcoin’s superiority over gold. We explore bitcoin’s declining volatility, why Strategy’s strategy may be riskier than it looks, and how bitcoin financialization is accelerating faster than expected. Trace also shares why proof of reserves matters, the long-term risk of custodial centralization, and how legal frameworks might evolve to protect against contentious forks. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 1:24 - Debating Peter Schiff on sound money and bitcoin 5:44 - Why Satoshi was a monetary entrepreneur 10:07 - Bitcoin vs gold: scarcity, portability, and use cases 20:36 - The light side vs dark side of investing with bitcoin 23:18 - Saylor’s strategy: capital gains vs cash flow 28:01 - Bitcoin volatility is declining—is the wealth creation phase over? 33:45 - The financialization of bitcoin is accelerating 40:01 - Global instability, geopolitics, and bitcoin 49:46 - Capital controls: bitcoin’s role 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 → Trace Mayer’s Twitter: https://x.com/TraceMayer…
1 Hal Finney was right about $10mm bitcoin with Adam Back 1:04:53
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Play Later Play Later Lists Like LikedBitcoin might still be wildly undervalued—and Adam Back explains why. In this episode, we sit down with Adam Back, CEO of Blockstream, early cypherpunk, and inventor of hashcash, the proof-of-work system that inspired bitcoin mining. Adam shares the story of receiving the first known email from Satoshi Nakamoto, why he didn’t buy bitcoin until it hit $100, and how early ideas like b-money and bit gold shaped Satoshi’s breakthrough. We explore the importance of a fixed supply, why halvings still move the market, and how doubt keeps bitcoin underpriced. Adam weighs in on treasury adoption, supply shocks, and whether this cycle could break the diminishing returns theory. We also discuss volatility, long-term thinking, and the $100 trillion opportunity bitcoin is unlocking. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 1:00 - Why selling bitcoin is like playing against a rigged casino 7:38 - Why Adam didn’t buy bitcoin until it hit $100 10:11 - Realizing bitcoin had bootstrapped into something real 13:35 - The underrated role of Nick Szabo, Wei Dai, and Hal Finney 19:24 - Why the 2008 financial crisis was perfect timing for bitcoin 22:32 - Is bitcoin drifting from its cypherpunk roots? 26:01 - How doubt keeps bitcoin undervalued 27:52 - Why $10 million bitcoin is still possible 31:19 - Why volatility makes bitcoin hard to sell 36:36 - Why halvings still impact the price despite being predictable 42:35 - Why this cycle could invalidate the diminishing returns theory 46:14 - The global unbanked: a $100 trillion bitcoin market 48:12 - The 200-week moving average as a price floor 50:10 - Price reflexivity: why people buy because it’s going up 53:07 - The shrinking tradable supply and why halvings still matter 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 → Adam Back’s Twitter: https://x.com/adam3us…
1 What if $100,000 bitcoin is just the beginning? with Vijay Boyapati 57:51
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Vijay Boyapati, author of The Bullish Case for Bitcoin, to explore where we really are in the current market cycle and what comes next. Vijay breaks down four frameworks for valuing bitcoin, explains why gold parity is almost inevitable, and outlines how ETFs and corporate treasury strategies are reshaping adoption. We talk through HODL waves, why the current price action still feels boring, and what it might take to push bitcoin to $10mm+ per coin. Vijay also discusses quantum computing and AI as emerging risks, the importance of ossification, and how a future of abundance may still require sound money. Finally, he shares what he’d update in his original thesis and why the story of Satoshi may become one of the defining legends of the next thousand years SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 2:08 - Valuing bitcoin at $1M and $10M 4:01 - HODL waves and the psychology of selling 5:49 - Four frameworks for bitcoin valuation 10:06 - Why bitcoin surpassing gold is nearly certain 12:27 - How early we still are in global adoption 14:38 - Why ETFs changed the bitcoin game 17:32 - How MicroStrategy tapped the bond market 20:36 - What’s holding bitcoin back today 22:41 - Why hyperbitcoinization is unlikely this cycle 23:18 - How bitcoin cycles crash and reset 27:11 - What could break the MicroStrategy model 29:34 - How long-term investors may soften future crashes 30:27 - Would you change anything in the bullish case? 35:06 - Quantum computing and bitcoin’s biggest risk 38:02 - Will AI abundance make money obsolete? 41:29 - Why time guarantees bitcoin’s role in the future 46:00 - Bitcoin ossification vs. protocol changes 49:27 - Will self-custody or custodians win long term? 51:40 - What would Satoshi think today? 54:19 - Is bitcoin a digital organism? 56:05 - Outside of bitcoin, what excites Vijay most? 57:09 - Where to find Vijay and his work 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 → Vijay Boyapoti’s Twitter: https://x.com/real_vijay…
What if bitcoin could spark a nuclear renaissance? In this episode, we’re joined by Ryan, better known as Nuclear Bitcoiner, to explore the intersection of nuclear energy and bitcoin. Ryan shares how bitcoin aligns with long-term infrastructure like small modular reactors and how it may reshape the economics of power generation. We walk through the advantages of nuclear over wind and solar, the implications of AI and data center demand, and how microgrids could decentralize the future energy landscape. Ryan also breaks down fusion vs. fission, the role of hash rate flexibility, and why nation-states will inevitably compete for mining dominance. From financing nuclear with bitcoin bonds to rethinking scarcity itself, this episode offers a forward-looking view of energy, incentives, and acceleration. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Learn why every business will buy bitcoin: https://unchained.com/frontier TIMESTAMPS: 00:00 - Intro 01:01 - Why Ryan became the nuclear bitcoin 03:03 - How bitcoin mining fits perfectly with nuclear microgrids 06:36 - Why nuclear beats wind and solar on resilience 11:32 - Can small nuclear reactors decentralize the grid? 14:11 - The AI and data center energy boom is bullish for nuclear 16:24 - Why Microsoft wants to own a nuclear plant 20:02 - Bitcoin may fix nuclear financing 22:43 - How radiation is misunderstood—and actually saves lives 25:14 - What’s the difference between nuclear fusion and fission? 27:33 - The myth of “cheap” wind and solar energy 30:09 - Bitcoin mining adds unmatched flexibility to the grid 36:25 - Could bitcoin mining one day use more energy than the world does today? 41:05 - Why perfect scarcity is so hard to understand 44:51 - How bitcoin bonds could revolutionize nuclear financing 52:30 - Final thoughts on bitcoin, nation-states, and the future of energy 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 → Nuclear Bitcoiner’s Twitter: https://x.com/NuclearBitcoinr…
1 From fighter jets to $2.4mm bitcoin with George Bodine 1:10:35
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Play Later Play Later Lists Like LikedWhat happens when a former underground miner and Navy fighter pilot goes all in on bitcoin? In this episode, we sit down with George Bodine to find out. George shares his unique journey—from hauling rock beneath the earth to flying jets—and how it led him to see bitcoin as the only escape from a broken monetary system. We explore his view on inflation, the collapse of the American dream, and why he believes bitcoin could reach $2.4 million by 2030. George breaks down the risks of yield products, the role of ETFs and MicroStrategy, and the repeal of SAB 121. He shares his thoughts on Tether and 21 Capital, the rise of the national strategic bitcoin reserve, and the possibility of sovereign accumulation. We close with a thoughtful discussion on whether bitcoin is ultimately for optimists or pessimists—and his message to the next generation. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Watch the video premiere of Bitcoin, Not Crypto: https://unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:14 - From underground miner to Navy pilot to Delta captain 4:17 - Realizing you can’t outrun fiat money after the GFC 6:57 - Living through Nixon’s gold shock and the petrodollar pivot 9:06 - Why gold bugs are future bitcoiners 12:51 - Will young people be locked out of owning meaningful bitcoin? 16:49 - A volatile but hopeful transfer of wealth to ethical builders 18:59 - Coinbase yield product and the future of bitcoin financial services 27:52 - Tether, 21 Capital, and Strategy 30:19 - SAB 121, stablecoin legislation, and the national strategic reserve 46:51 - Bitcoiners will inherit the world 50:11 - TradFi anger, denial, and inability to accept yield-less assets 01:05:28 - Will art improve on a bitcoin standard? 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 → George Bodine’s Twitter: https://x.com/Jethroe111…
1 Bitcoin at an Inflection Point: Macro, 4-year Cycle & On-Chain Insights with Rational Root 1:02:50
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Play Later Play Later Lists Like LikedWhat if bitcoin really is decoupling from the stock market? In this episode, we’re joined by Rational Root, creator of the Bitcoin Strategy Platform and one of the top on-chain cycle analysts in the space. We explore whether macro chaos and rising gold prices are setting the stage for bitcoin to chart its own path. Root breaks down how the 4-year cycle could break, what historical data says about the current inflection point, and why he believes institutional flows are quietly limiting downside volatility. He also shares his custom spiral and 3D valuation charts, how to track hype in the market, and why 100k bitcoin might be harder to break than most think. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier → Watch the video premiere of Bitcoin, Not Crypto: https://unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:06 - Why bitcoin’s fundamentals have never looked better 4:20 - Could macro chaos trigger bitcoin’s decoupling? 10:06 - Bitcoin trades on optimism, gold trades on fear 17:09 - Is gold’s rise setting up bitcoin’s breakout? 22:01 - Will the next recession break the 4-year cycle? 30:23 - Why 100k bitcoin may face resistance 36:09 - The 3D chart that could predict the cycle top 44:10 - Bitcoin’s floor price keeps rising 50:23 - Will bitcoin crack 100k or break down? 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 → Rational Root’s Twitter: https://x.com/therationalroot…
1 The new Manhattan Projects: 50x cheaper energy, the race to space, and bitcoin 57:40
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Play Later Play Later Lists Like LikedEnergy production is broken—and rebuilding it could unlock a new era of abundance. In this episode, we sit down with Isaiah Taylor, founder of Valor Atomics, to explore how cheap energy can reshape the world. Isaiah shares his family’s history with the Manhattan Project, why nuclear innovation stalled in the West, and how Valor is building modular giga-sites to produce cleaner, cheaper energy at scale. We discuss how robotics, AI, and manufacturing are shifting cost curves, the future of energy demand, and why decentralization is key to national resilience. Isaiah also shares his thoughts on bitcoin, the dangers of regulatory bloat, and how restoring antifragility to America’s legal system could unleash a new industrial boom. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier → Watch the video premiere of Bitcoin, Not Crypto: https://unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:04 - Isaiah Taylor’s Manhattan Project family history 3:18 - Secrecy inside America’s Secret City 5:37 - Why America needs new Manhattan Projects today 7:39 - How Valor Atomics is rethinking nuclear reactors 10:01 - How a nuclear reactor really works 13:38 - Why building reactors became a legal and talent problem 16:59 - How AI is pushing investors toward hard tech 18:59 - The future of energy: exponential demand and production 21:46 - Why energy prices have been broken since the 1970s 26:06 - Valor’s giga-site model to transform energy markets 30:27 - Could machines create an infinite energy feedback loop? 33:57 - Humanity’s mission: garden the universe 36:19 - Will money still matter in a post-scarcity world? 40:34 - How regulatory bloat crushed American industry 48:10 - Why Isaiah Taylor is suing the Nuclear Regulatory Commission 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 → Isaiah Taylor’s Twitter: https://x.com/isaiah_p_taylor…
1 What if bitcoin development stopped tomorrow? with Mike Schmidt and Buck Perley 55:05
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Play Later Play Later Lists Like LikedWhat if bitcoin development stopped tomorrow? In this episode, we sit down with Mike Schmidt, Executive Director at Brink, and Buck Perley, Director of Product Engineering at Unchained, to explore the state of open source development and why it matters more than ever. Mike shares his path from software engineer to funding bitcoin core developers, while Buck recounts his early bitcoin experiences in China. We cover what bitcoin core developers actually do, how brink evaluates contributors, and why maintenance, security, and review are essential—even without major protocol changes. The conversation also touches on ossification, governance, and the future of soft forks. If you’ve ever wondered who maintains bitcoin’s foundation and why it matters, this episode pulls back the curtain. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier → What is bitcoin: A tech stock? An inflation hedge? A ponzi scheme? Can DOGE Fix The Dollar? Come listen to Professor Peter St. Onge give a keynote presentation on April 16th: https://unchained.com/doge TIMESTAMPS: 0:00 - Intro 1:14 - Why open source matters for bitcoin 6:20 - How Buck discovered bitcoin in China 11:12 - What bitcoin core developers actually do 16:57 - How brink evaluates developers before funding 22:15 - What brink would do with unlimited funding 27:34 - Why bitcoin needs more reviewers, not just coders 32:10 - Should bitcoin ossify or stay flexible? 36:36 - The messy politics of soft forks and consensus 42:18 - What is bitcoin governance really? 47:18 - Unpopular opinions from Mike and Buck 51:25 - The biggest long-term risk to bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Mike Schmidt’s Twitter: https://x.com/bitschmidty → Buck Perley’s Twitter: https://x.com/puckberley…
1 Value beyond price: Bitcoin, Marx, Menger, and MMT with Natalie Smolenski 51:31
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Play Later Play Later Lists Like LikedIn this episode, we dive into bitcoin's impact on the future global monetary order with Natalie Smolenski, an anthropologist and bitcoiner. We discuss her thoughts on how bitcoin challenges the state's monopoly on currency, invoking Karl Marx's unexpected agreement that gold, a commodity, originally embodied money—not the state-minted currencies. Natalie explains her fascination with the concept of the invaluable—elements of culture and society that transcend monetary value—and how bitcoin fits in today’s culture. We also tackle bitcoin's role as a deflationary currency in contrast to fiat's inflationary tendencies, highlighting its potential to redefine economic and social hierarchies. Join us as we explore bitcoin's potential to reshape not just economies but cultural identities. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier → Meet Natalie in Austin on April 16th: https://www.meetup.com/bitcoin-park-austin/events/306342336/ TIMESTAMPS: 00:00 - Intro 01:12 - Natalie's journey into bitcoin 02:19 - Anthropology and the concept of value 06:06 - Modern monetary theory and social power 10:09 - Central banking and national economic performance 15:12 - The challenge of physical currencies and the role of central banks 20:27 - Money as the most salable good: Carl Menger's insights 26:17 - Debunking the myth: Bitcoin and collective hallucination 30:01 - Bitcoin as a protocol for new societal frameworks 34:10 - Bitcoin's potential impact on societal structures 38:23 - The state's interest in bitcoin and potential risks 42:27 - Legal challenges and the future of bitcoin ownership 45:24 - The future of privacy, property, and political action in the bitcoin era WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Natalie Smolenski’s Twitter: https://x.com/NSmolenski…
1 This Certified Financial Planner (CFP) sold his house to buy bitcoin 52:47
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Play Later Play Later Lists Like LikedWhat happens when a certified financial planner sells two homes to buy bitcoin? In this episode, we sit down with Jessy Gilger, Senior Advisor at Sound Advisory, to explore the radical shift happening inside the financial advisory industry. Jessy shares how he went from flipping houses to building multi-generational wealth on a bitcoin standard, and why more clients—and even advisors—are quietly making the leap. We cover how ETFs are changing incentives, how to navigate capital allocation between real estate and bitcoin, and the risks of high bitcoin exposure in retirement. Jessy explains why volatility planning matters, how to survive bitcoin drawdowns, and how to protect your family with proper inheritance planning. We also get into his take on the national bitcoin reserve and potential tax changes. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier → If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com. TIMESTAMPS: 00:00 - Intro 01:18 - Why Jessy sold two houses for bitcoin 02:35 - Jessy’s thesis for bitcoin as internet-native money 04:13 - How financial advisors react to buying bitcoin 05:34 - Why ETFs changed the game for advisors 07:26 - When to buy a house vs. buy more bitcoin 09:17 - Using long-term mortgages as low-cost leverage 12:03 - How Jessy thinks about portfolio allocation 13:15 - What 90% bitcoin portfolios look like in real life 15:09 - Why retirees need a bitcoin bear market survival plan 20:01 - Bitcoin’s volatility and the four-year cash barbell 24:37 - Could the next 80% bitcoin drawdown be the last? 27:06 - The return of austerity and why it matters for bitcoiners 30:04 - Tax changes coming in 2025 and what to do now 43:37 - When it’s time to fire your financial advisor WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Jessy Gilger’s Twitter: https://x.com/idahohodl…
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The Bitcoin Frontier
1 Bitcoin is the hurdle rate with Matt Cole, CEO of Strive 54:00
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Play Later Play Later Lists Like LikedWhat happens when corporations and nations wake up to bitcoin’s dominance? In this episode, we sit down with Matt Cole, former CalPERS portfolio manager, to discuss why every public company will eventually hold bitcoin and how the U.S. is already falling behind in the global bitcoin race. Matt shares his journey from managing $70 billion in fixed income to realizing bitcoin’s role as the ultimate savings vehicle. We explore his viral letter urging GameStop to adopt bitcoin, the concept of bitcoin as a corporate hurdle rate, and the growing pressure for businesses to rethink treasury strategies. Matt breaks down the risks and misconceptions around MicroStrategy’s leverage, how AI could reshape business moats, and why a higher hurdle rate could force a more productive economy. We also discuss why he believes regulatory risks for bitcoin have dropped to near zero and what this means for the future. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00 - Intro 01:32 - From Wall Street to bitcoin: Matt Cole’s journey 03:45 - Managing $70 billion at CalPERS and the pension crisis 05:34 - Buying US treasuries and questioning the system 07:22 - The moment Matt first heard about bitcoin (on a bodybuilding forum!) 10:17 - Why institutions are always late to bitcoin 12:19 - The fight between bitcoin and CBDCs 15:36 - Why the US must buy bitcoin before it's too late 16:05 - The viral letter urging GameStop to adopt bitcoin 20:06 - Could GameStop become the next MicroStrategy? 23:25 - Why every public company will hold bitcoin 27:02 - Bitcoin as the new corporate hurdle rate 35:36 - Why most businesses are losing to bitcoin’s hurdle rate 39:59 - Does MicroStrategy have too much leverage? 46:56 - Will bitcoin force a more productive economy? WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Matt Cole’s Twitter: https://x.com/ColeMacro…
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The Bitcoin Frontier
1 Will bitcoin and AI decentralize the world? 59:02
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Play Later Play Later Lists Like LikedWhat happens when a small AI company moves its entire treasury into bitcoin? In this episode, we sit down with Drew D’Agostino, founder of Crystal, to unpack his bold decision to adopt a bitcoin standard. Drew shares how the 2022 bear market forced him to rethink his company’s financial strategy, the challenges of onboarding employees to bitcoin, and how he uses bitcoin as a hurdle rate for business spending. We compare his approach to Microstrategy’s aggressive accumulation, explore AI’s role in disrupting traditional business models, and discuss whether AI and bitcoin together could decentralize the world. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:01 - Why drew moved his company to a bitcoin standard 3:46 - The bear market forced a critical decision 5:28 - How bitcoin saved the company from collapse 7:11 - Using bitcoin as a hurdle rate for business spending 9:05 - How employees reacted to the bitcoin strategy 12:42 - How bitcoin aligns with long-term company culture 18:17 - Comparing microstrategy’s strategy to a private business 23:15 - Will more businesses adopt a bitcoin-first strategy? 25:30 - AI is accelerating faster than expected 29:56 - Why AI gives small companies an edge over big corporations 32:35 - Can bitcoin and AI decentralize the world? 35:41 - Will AI accelerate hyperbitcoinization? 45:00 - The biggest risk to bitcoin’s future 57:15 - Where to find Drew WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Drew D’Agoostino’s Twitter: https://x.com/DrewDAgostino…
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The Bitcoin Frontier
1 Unpacking the Strategic Bitcoin Reserve: America’s most consequential decision since 1971 59:40
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Play Later Play Later Lists Like LikedThis episode was recorded moments before the U.S. made its biggest financial decision since 1971. In this episode, we sit down with Bryan Jacoutot, attorney and bitcoin policy expert, to break down the push for a U.S. strategic bitcoin reserve. We explore the 20-year HODL mandate in Senator Lummis' bill, Trump's policy shift, and why nation-states could face bitcoin FOMO. Bryan explains how the U.S. could acquire 1 million bitcoin, the debate over funding it with gold revaluation, and the risks of waiting too long. We also discuss whether altcoins should be included, shifting banking regulations, and how a sovereign wealth fund could reshape global finance. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 2:12 - The 20-year bitcoin HODL mandate in Senator Lummis' bill 4:29 - Trump's surprising shift on bitcoin policy 5:31 - EO vs legislative strategic reserve 10:14 - How the U.S. could acquire 1 million bitcoin 12:14 - The genius idea to fund bitcoin purchases with gold revaluation 15:02 - How the crypto summit could influence bitcoin policy 20:35 - Is the U.S. front-running the world on bitcoin? 23:50 - The case against a U.S. strategic bitcoin reserve 29:28 - Why the U.S. must hedge against not buying bitcoin 31:58 - Sovereign wealth fund vs. strategic bitcoin reserve 35:38 - Why Texas and Georgia may lead the state-level bitcoin reserves 42:10 - SAB 121 repeal: A game-changer for bitcoin banking? 51:51 - Why only bitcoin belongs in a U.S. strategic reserve WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → 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 → Bryan Jacoutot’s Twitter: https://twitter.com/BryanJacoutot…
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The Bitcoin Frontier
1 Inside the Max & Stacy Invitational in El Salvador 1:02:08
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Play Later Play Later Lists Like LikedHow did a simple golf tournament turn into one of the most unique bitcoin events in the world? In this episode, we sit down with the key organizers and participants of the Max & Stacy Bitcoin Golf Invitational in El Salvador to unpack how this event came to life. We explore the surprising connection between bitcoin and golf, the challenges of organizing a major bitcoin event from scratch, and why the tournament attracted bitcoiners from around the world. The conversation covers El Salvador’s rapid transformation, its growing role in the bitcoin community, and the inspiring story of the country’s top golfer. We also discuss bitcoin’s long-term adoption, the power of a strong network, and the future of bitcoin sports events. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:12 - How the bitcoin golf tournament started 3:46 - From article to international event 8:20 - Why bitcoin and golf share the same mindset 12:32 - The rise of bitcoin sports events 18:25 - Inside the Max & Stacy Invitational 22:05 - El Salvador’s top golfer and his bitcoin connection 25:41 - The unique culture of bitcoiners 31:10 - El Salvador’s transformation and first impressions 34:09 - The best food in El Salvador 39:32 - Why hash rate signals bitcoin’s strength 42:18 - Executing a flawless bitcoin event 45:42 - How bitcoin reshapes time and wealth 50:06 - The power of taking action 52:35 - The future of bitcoin sports and elite events 55:00 - Final thoughts on bitcoin, El Salvador, and the tournament WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Max Keiser on Twitter: https://x.com/maxkeiser → Stacy Herbert on Twitter: https://x.com/stacyherbert → Bitcoin Sports Network on Twitter: https://x.com/BSN_Events → Trey Sellers on Twitter: https://x.com/ts_hodl → Rocky Wold on Twitter: https://x.com/rkywld…
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The Bitcoin Frontier
1 The stoic strategy to survive bitcoin’s extreme volatility with Zach Bradford 58:27
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Play Later Play Later Lists Like LikedCould bitcoin mining reshape the global energy grid? In this episode, we sit down with Zach Bradford, CEO and President of CleanSpark, to uncover how mining and energy industries are converging. Zach shares how stoicism influences his leadership, why CleanSpark navigated past bull and bear cycles so effectively, and his take on whether bitcoin will ever see another 80% drawdown. We discuss the risks of market euphoria, how SAB 121 could open the floodgates for institutional adoption, and why nation-states may begin accumulating serious amounts of bitcoin. Zach also explains CleanSpark’s distributed mining strategy, the future of energy integration, and how bitcoin could ultimately transform global trade and finance. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:00 - How stoicism shapes bitcoin mining leadership 5:09 - Will bitcoin ever see another 80% drawdown? 7:29 - Strategy over ideology in bitcoin mining 9:34 - How CleanSpark capitalized on the bull and bear cycles 13:39 - Is the market too euphoric right now? 16:20 - How SAB 121 could change the financial system 18:10 - Will bitcoin mining and energy industries fully converge? 21:44 - Could bitcoin mining fundamentally disrupt the power industry? 25:36 - Bitcoin as digital gold or digital capital? 30:40 - Why nation-states are accumulating bitcoin 32:26 - Will the United States adopt a strategic bitcoin reserve? 37:34 - How CleanSpark balances short-term execution with long-term vision 42:31 - Why CleanSpark focuses on efficiency over size 46:00 - The unexpected second-order effects of bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Zach Bradford on Twitter: https://x.com/ZachKBradford…
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The Bitcoin Frontier
1 Zombie companies should front run nations with Eric Semler 53:18
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Play Later Play Later Lists Like LikedIs the U.S. on the brink of creating a national strategic bitcoin reserve or will Zoom (NASDAQ: ZM) buy bitcoin first? In this episode, we sit down with Eric Semler, Chairman of Semler Scientific, seasoned investor, and founder of TCS Capital, to discuss why he believes bitcoin will not only match gold’s valuation but far exceed it. Eric shares his early exposure to bitcoin, the pivotal moments that shaped his conviction, and the strategy behind his firm’s aggressive accumulation. We break down BTC Yield, the real hurdles stopping corporations from adopting bitcoin, and why institutional investors are still skeptical. Eric also gives his take on the evolving role of banks in bitcoin custody and how global trade shifts could accelerate bitcoin’s rise. We wrap up with insights on bitcoin’s long-term trajectory, the risks it still faces, and why even skeptics may soon become bitcoin savers. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:07 - How Eric first heard about bitcoin 3:06 - The debate among top investors in bitcoin’s early days 5:14 - Why Eric didn’t buy bitcoin immediately 6:48 - How Eric values publicly traded bitcoin companies 10:16 - The significance of BTC yield and its impact on valuations 14:10 - Why institutional adoption of bitcoin is still lagging 17:35 - The biggest hurdles stopping companies from putting bitcoin on their balance sheets 20:25 - Will banks start custodying bitcoin soon? 24:58 - Should bitcoiners be concerned about banks lending bitcoin? 27:59 - How tariffs, trade wars, and inflation impact bitcoin’s future 29:52 - Could the U.S. create a national strategic bitcoin reserve? 33:20 - Why Eric believes bitcoin will far exceed gold’s valuation 36:52 - What happens once bitcoin reaches full adoption? 38:06 - Thoughts on MicroStrategy’s rebrand to Strategy 43:55 - Are any CEOs actually considering putting bitcoin on their balance sheet? 46:22 - The biggest risk to bitcoin’s future WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Eric Semler on Twitter: https://x.com/SemlerEric…
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The Bitcoin Frontier
1 Tariffs and Plaza Accord 2.0 could send bitcoin soaring with Jeff Park 55:39
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Jeff Park, Head of Alpha Strategies at Bitwise, to discuss his journey from trading derivatives at Morgan Stanley to becoming a leading voice in bitcoin. Jeff shares his perspective on the nature of money, why he sees bitcoin as speech rather than currency, and how its volatility is both a challenge and an opportunity. We break down the implications of the US dollar’s structural weaknesses, the potential for a Plaza Accord 2.0, and the role of tariffs in reshaping global trade. Jeff explains why he believes bitcoin will surpass gold, how corporations are beginning to embrace bitcoin on their balance sheets, and whether a major tech company like Meta could be next. We also explore the impact of SAB 121’s repeal, the future of bitcoin custody in traditional finance, and the biggest risks to bitcoin’s long-term adoption. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:14 - What is money? Jeff Park’s take 3:13 - Bitcoin is not money—it's speech 5:13 - Is bitcoin more like gold or a commodity? 8:43 - How Jeff Park went from Wall Street to bitcoin 10:56 - Why is bitcoin so volatile? 13:56 - The US dollar’s hidden dilemma and the role of tariffs 16:26 - How the Plaza Accord 2.0 could change everything 21:27 - Bitcoin vs. gold: competition or complementary? 25:12 - Could bitcoin surpass gold's market cap? 32:17 - Will foreign nations pivot to bitcoin instead of treasuries? 39:50 - The US sovereign wealth fund and bitcoin’s role 44:03 - Could Mark Zuckerberg put bitcoin on Meta’s balance sheet? 46:41 - What does SAB 121’s repeal mean for banks and ETFs? 52:37 - The biggest risk to bitcoin’s long-term future WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Jeff Park on Twitter: https://x.com/dgt10011…
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The Bitcoin Frontier
1 Is bitcoin the singularity? with big tech engineer Radu 50:48
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Radu, an engineer at Amazon and deep thinker in the bitcoin space. Radu shares his journey from discovering bitcoin in 2015 to developing a unique thermodynamic perspective on its inevitability. We discuss how he ties bitcoin to the laws of energy, his insights into bitcoin as perfected digital energy, and the role of proof of work in anchoring its value. Radu explains bitcoin’s function as an energy conduit and how it drives perpetual innovation in mining and energy efficiency. We explore his views on bitcoin as a singularity, its potential to reshape global capital flows, and the long-term impact on nation-states and human consciousness. Radu also touches on the philosophical implications of a bitcoin standard and how technology, like AI, accelerates this transformation. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00 - Intro 01:09 - Radu’s journey from engineering to bitcoin 03:14 - The first bitcoin opportunity missed at $400 04:02 - How a coworker sparked Radu’s bitcoin curiosity 05:19 - Riding bitcoin from $20K to $3K and back 06:46 - Discovering bitcoin's inevitability through thermodynamics 08:20 - The Michael Saylor moment that changed everything 10:03 - Why bitcoin is perfected digital energy 13:05 - Bitcoin as the ultimate energy conduit 21:00 - Bitcoin’s perpetual flywheel: the gradient minimization engine 27:20 - How bitcoin is pulling global capital like a waterfall 31:47 - The future: from digital capital to digital energy 32:07 - Bitcoin and the path to universal consciousness 38:52 - Can humanity handle the coming singularity? WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Radu on Twitter: https://x.com/LizardWizardBTC…
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The Bitcoin Frontier
1 Could open-source mining further decentralize bitcoin? with Skot instigator of Bitaxe 55:55
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Skot, electrical engineer and creator of Bitaxe, the first open-source ASIC bitcoin miner. Skot shares his journey from IoT hardware development to designing hardware for bitcoin mining, including his early experiments with FPGAs in a university lab. We discuss the significance of open-source mining for bitcoin’s future, the challenges of hardware and firmware development, and how Bitaxe compares to industry giants like Bitmain. Skot explains the potential for decentralized mining, the risks of centralization in mining hardware and pools, and why making mining accessible and transparent is critical. We also touch on the concept of incorporating miners into household devices and the role of small-scale miners in bitcoin’s long-term resilience. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00 - Intro 01:16 - Meet Skot, the mind behind Bitaxe 02:34 - From IoT projects to bitcoin mining innovation 05:20 - Skot’s bitcoin origin story and the PayPal saga 09:35 - Mining bitcoin with university lab FPGAs 12:11 - Why Skot started the first open-source ASIC miner 14:55 - The challenges of open-source bitcoin mining hardware 19:59 - Bitaxe vs. Bitmain: efficiency showdown 21:25 - Who’s building Bitaxes and why? 25:01 - The importance of open-source mining for bitcoin’s future 28:26 - Can Bitaxe become a significant part of bitcoin’s hash rate? 33:39 - The dream of decentralized mining in household devices 41:02 - The future of bitcoin mining: big grids vs. home miners 47:06 - Skot’s take on mining centralization risks 53:37 - How open-source mining could save bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Skot on Twitter: https://x.com/skot9000…
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The Bitcoin Frontier
1 Could bitcoin make Michael Saylor the richest man alive? with NYU Stern adjunct professor Tad Smith 56:26
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Tad Smith, founder of Durable Money, partner at One Roundtable Partners, and former CEO of Sotheby’s and Madison Square Garden. Tad reflects on his journey from leading global companies to teaching strategy and finance at NYU Stern. We discuss his teaching methods, including the Amazon case study that captivated students, and how it applies to understanding bitcoin and MicroStrategy today. Tad shares insights on risk versus volatility, the challenges of valuing bitcoin and MicroStrategy, and the role of patterns in investment decisions. We also explore the concept of a U.S. strategic bitcoin reserve, the biggest risks to bitcoin, and why Tad believes bitcoin is reshaping capital allocation worldwide. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:00 - From Sotheby’s to Madison Square Garden 3:00 - Teaching at NYU Stern: Lessons from students 5:30 - The Amazon case study that wowed students 9:00 - Patterns in history: Bitcoin's historical rhymes 12:30 - MicroStrategy’s bold bitcoin bet 17:00 - Volatility vs. risk: What investors get wrong 22:00 - Why is bitcoin so volatile? 33:00 - Should the U.S. create a strategic bitcoin reserve? 48:30 - The biggest risks to bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital → Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD → Tad Smith on Twitter: https://x.com/tadtweets…
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The Bitcoin Frontier
1 Fighting for 21,000,000 bitcoin with Kenny Florian 59:33
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Kenny Florian, former UFC fighter, broadcaster, and co-host of the Anik & Florian Podcast, to discuss his journey from martial arts to bitcoin. Kenny reflects on his fighting career, the lessons learned from competition, and how his mindset shifted when he discovered bitcoin in 2017. We explore the parallels between the discipline of fighting and the principles of bitcoin, misconceptions about volatility, and its role as a defensive asset. Kenny shares his thoughts on bitcoin’s potential as a global reserve, the growing race for adoption among nations, and the unique advantages it offers over traditional assets like real estate. We also discuss self-custody, the importance of educating newcomers, and how tools like Unchained’s bitcoin retirement calculator can help individuals better understand bitcoin's long term potential. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 - Intro 00:01:06 - Introducing Kenny Florian 00:02:30 - From law school dreams to the UFC 00:05:15 - What it's like training as a professional fighter 00:07:35 - The mental and physical challenges of weight cutting 00:10:17 - Discovering bitcoin: first impressions and early doubts 00:13:55 - Going all in on bitcoin in 2017 00:15:35 - Why bitcoin is the ultimate underdog 00:18:12 - Bitcoin's defensive qualities and wealth preservation 00:22:03 - Misconceptions about bitcoin: volatility and risk 00:24:18 - Bitcoin vs. traditional investments like real estate 00:26:50 - Lessons from Michael Saylor's bitcoin advocacy 00:29:45 - Bitcoin's role in geopolitical and financial systems 00:33:02 - The race for bitcoin adoption among nations 00:36:12 - How bitcoin changes personal finance and wealth strategy 00:40:02 - The importance of self-custody in bitcoin ownership 00:42:15 - The power of bitcoin as a tool for individuals and nations 00:45:25 - The future of bitcoin: 10 to 20 years from now 00:48:05 - Advice for beginners: understanding bitcoin's potential 00:50:50 - Reflections on bitcoin's journey and its role in global change WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Kenny Florian’s Twitter: https://x.com/kennyflorian…
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The Bitcoin Frontier
1 Should the U.S. build a national strategic bitcoin reserve? 56:18
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Play Later Play Later Lists Like LikedIn this episode, we sit down with George Selgin, Director Emeritus at the Cato Institute’s Center for Monetary and Financial Alternatives, to explore his views on money, markets, and bitcoin’s role in the global economy. George shares his journey from studying marine biology to becoming a leading voice in monetary economics and discusses how definitions of money have evolved. We examine bitcoin’s classification as a synthetic commodity, its potential as a store of value, and whether it could ever replace the US dollar. George also analyzes the proposed bitcoin strategic reserve, highlighting its costs, risks, and implications for government debt. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 - Intro 00:01:11 - Introducing George Selgin's background and career 00:07:42 - Moving from Hong Kong to the University of Georgia 00:09:50 - Defining money and its role in economics 00:12:12 - Explaining why bitcoin doesn’t meet the definition of money 00:13:31 - Defining the dollar and its place in the economy 00:15:52 - Understanding gold’s history and modern role 00:19:11 - Analyzing bitcoin as a synthetic commodity 00:21:51 - Evaluating bitcoin as a store of value vs. medium of exchange 00:24:52 - Discussing bitcoin’s long-term price potential 00:29:21 - Examining markets, prices, and bitcoin’s future 00:36:13 - Questioning if the US dollar could be replaced 00:42:36 - Evaluating the bitcoin strategic reserve proposal 00:49:11 - Breaking down the costs and risks of a bitcoin reserve 00:55:00 - Closing thoughts and where to follow George Selgin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → George Selgin’s Twitter: https://x.com/GeorgeSelgin…
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The Bitcoin Frontier
In this episode, we recap the top 5 episodes of 2024 on The Bitcoin Frontier, reflecting on the show’s growth, standout moments, and what’s ahead in 2025. We’re joined by Jose, Director of Media Production at Unchained, to discuss the podcast’s journey, including hitting 1.5 million views and 17 years of watch time this year. We highlight key episodes featuring expert guests who tackled topics like bitcoin ETFs, mining, macroeconomic trends, health, science, AI, and the philosophical debates shaping bitcoin’s future. From bitcoin’s role as a reserve asset to its vulnerabilities and the risks of quantum threats, this countdown captures the most important conversations of the year while setting the stage for what’s next. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:14 - Jose, Director of Media Production 3:07 - 2024 growth and podcast milestones 5:25 - Unchained hits 1.5M views and 17 years watched in 2024 11:22 - Honorable mention 13:42 - Episode #5 16:56 - Episode #4 21:32 - Episode #3 27:04 - Episode #2 30:27 - Episode #1 34:55 - 2025 podcast plans and bitcoin growth outlook 37:55 - Is bitcoin just digital gold or the best form of money? 43:30 - Bitcoin risks from fiat dominance to quantum threats WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Jose Burgos’ Twitter: https://x.com/DeFBeD…
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The Bitcoin Frontier
1 A bitcoin super cycle powered by nation states with Daniel Batten 52:16
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Daniel Batten to explore the six megatrends shaping bitcoin this cycle, from sovereign wealth funds and pension funds entering the market to miners becoming net buyers instead of sellers. Daniel shares his take on bitcoin ETFs as a game-changer for traditional finance and the growing potential for national bitcoin reserves. We discuss whether this cycle will break the pattern of diminishing returns, why volatility isn’t the risk many think it is, and how bitcoin’s adoption could accelerate at unprecedented levels. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 — Why sovereign wealth funds are the next big bitcoin adopters 00:01:22 — The six megatrends shaping bitcoin this cycle 00:05:06 — How pension funds are allocating to bitcoin 00:11:42 — Why miners are buying, not selling, bitcoin this cycle 00:15:19 — Will this cycle break bitcoin’s diminishing returns trend? 00:27:33 — Blow-off tops vs. steady growth: what to expect this cycle 00:30:47 — Why the bitcoin ETF success is just beginning 00:35:14 — The rise of bitcoin strategic reserves among nations 00:40:54 — Addressing the “too late for bitcoin” mindset 00:49:57 — The biggest risks to bitcoin’s future WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Daniel Batten’s Twitter: https://x.com/DSBatten…
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The Bitcoin Frontier
In this episode, we sit down with Hunter Beast, a developer focused on making bitcoin quantum resistant. Hunter shares his journey from discovering bitcoin in 2017 to working on a Bitcoin Improvement Proposal (BIP) aimed at securing the protocol against future quantum threats. We explore how quantum computers could compromise elliptic curve cryptography, why P2PK coins are at risk, how address reuse poses risks, and Hunter's proposed pay-to-quantum-resistant hash solution. He explains the challenges of implementing post-quantum cryptography, the trade-offs between security and efficiency, and the timeline for potential quantum threats. Hunter also discusses the importance of community collaboration on upgrades and how bitcoin can prepare for a secure future while maintaining its core values. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 - Intro 00:01:02 - Meet Hunter: Bitcoin and quantum focus 00:01:51 - Fixing money: Bitcoin's potential to fix the world 00:03:06 - Real risks vs myths 00:04:41 - Elliptic curve cryptography: Bitcoin’s security backbone 00:06:08 - Why bitcoin matters: Grounding the digital world 00:07:07 - Quantum risks: Shor's algorithm and private keys 00:10:33 - Quantum threat: An existential risk to bitcoin 00:11:44 - Resilience: Lessons from Carrington event 00:12:57 - Quantum resistance 00:14:26 - Hunter’s proposal: Pay-to-quantum-resistant hash 00:17:04 - Public key risks: Old coins, mempool, reuse, taproot 00:20:22 - Quantum solutions: SegWit v3 and new algorithms 00:26:21 - Resistant addresses: Naming conventions and tips 00:31:06 - Securing bitcoin with new cryptography 00:34:06 - Signature challenges: Balancing security and block space 00:37:07 - Future cryptography: Preparing for quantum security 00:43:27 - Trade-offs of quantum-proof cryptography 00:50:00 - Quantum risk timeline: Predictions and unknowns 00:55:27 - Satoshi’s coins: Why not burn vulnerable addresses 01:00:18 - Soft fork challenges: Consensus and activation risks 01:03:10 - Closing thoughts: Hunter’s work and resources WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Hunter Beast’s Twitter: https://x.com/cryptoquick…
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The Bitcoin Frontier
1 Bitcoin—the world’s first money and how to protect it with Junseth 1:01:38
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Junseth, a long-time bitcoiner and co-host of the legendary Bitcoin Uncensored podcast. Junseth shares how he got started in bitcoin, his views on the evolution of the bitcoin community, and his take on the cycles of bitcoin podcasts and companies. He provides insights into the rise of social engineering scams, his experience confronting phishing attackers, and the mentality behind young scammers. We also discuss the challenges of self-custody, the risks of bitcoin centralization, and the potential implications of a national bitcoin reserve. Junseth offers a unique perspective on the future of bitcoin, libertarian ideals, and the lessons learned from his years in the space. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 – Introduction 00:01:06 – How Junseth got involved in bitcoin 00:04:42 – Libertarianism and bitcoin's evolution 00:09:04 – Background of Junseth’s scammer calls 00:15:21 – Why young scammers do what they do 00:17:16 – Protecting yourself from phishing scams 00:24:45 – Self-custody 00:31:02 – Evolution of bitcoin podcasts 00:36:22 – Michael Saylor’s infinite money glitch 00:42:30 – Current bitcoin cycle and price movements 00:46:46 – Reflections on bitcoin's rapid adoption 00:51:16 – Bitcoin strategic reserve: pros and cons 00:54:14 – Unique perspectives and risks to bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Junseth’s Twitter: https://x.com/verysmallclaims…
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The Bitcoin Frontier
1 What happens after $100,000 bitcoin? Willy Woo’s first interview in 3 years 54:55
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Willy Woo, a leading on-chain analyst and bitcoin market expert. Willy provides insights into the current state of the market, highlighting how corporate and institutional players like MicroStrategy and BlackRock are shaping bitcoin’s adoption. He explains bitcoin’s role as a potential global reserve asset and its energy-based scarcity model, which sets it apart from traditional assets like gold. We discuss the impact of upcoming FASB accounting changes on companies holding bitcoin, the risks of centralization, and the sustainability of bitcoin’s four-year cycles. Willy also shares his thoughts on how bitcoin’s growth could reshape geopolitics and global monetary systems, offering a clear vision for a decentralized financial future. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Intro 01:31 Current state of the bitcoin market 03:02 Bitcoin dominance, altcoins, and institutional impact 07:08 MicroStrategy and the future of ETFs 10:37 FASB accounting and potential S&P 500 inclusion 13:54 BlackRock’s role in legitimizing bitcoin 16:54 Bitcoin as digital gold and its exponential growth 22:15 Energy scarcity and bitcoin’s long-term viability 28:11 Bitcoin’s potential as a global reserve asset 38:25 Geopolitical implications of a bitcoin standard 43:23 Where are we in the current bitcoin cycle? 50:19 Bitcoin’s biggest risks and future challenges 54:05 Optimism for bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Willy Woo’s Twitter: https://x.com/woonomic…
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The Bitcoin Frontier
1 Debating bitcoin: Invention or discovery? + its future in space with Samson Mow and Dhruv Bansal 1:05:27
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Dhruv Bansal, co-founder of Unchained, and Samson Mow, CEO of JAN3, for a friendly debate on whether bitcoin was invented or discovered. We examine how historical inventions and discoveries like mathematics and fire compare to bitcoin, explore the philosophical implications of digital scarcity, and discuss its relevance across civilizations. Dhruv and Samson share their insights on bitcoin as a living organism, potential challenges from quantum computing, and the evolution of its network over time. The conversation also touches on the future of money and mining in a spacefaring civilization, how energy markets intersect with bitcoin, and the practicality of sidechains for interplanetary use. Throughout, we question the boundaries of bitcoin’s definition, its adaptability, and its role as the ultimate form of energy money. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Intro 1:43 Welcome to the debate: invented vs. discovered 3:48 Definitions: what makes something invented or discovered? 7:53 Analyzing historical examples: math, melodies, and fire 12:03 Was bitcoin invented or discovered? Opening arguments 20:25 The ship of theseus analogy for bitcoin’s evolution 24:09 Addressing quantum computing and potential bitcoin changes 30:58 Bitcoin as a living organism and its self-regulation 33:19 Does digital scarcity truly exist across civilizations? 39:09 Bitcoin’s impact on energy grids and global sustainability 42:00 Mars colonization: should Martians adopt bitcoin or a sidechain? 47:09 Decentralization vs. centralization of hash power in space 52:50 Concluding thoughts: bitcoin’s universal role as energy money 1:01:10 The biggest risk to bitcoin—aliens? WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Dhruv Bansal’s Twitter: https://x.com/dhruvbansal → Samson Mow’s Twitter: https://x.com/Excellion…
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The Bitcoin Frontier
1 Bitcoin is a time machine with Dr. Jack Kruse 1:06:14
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Dr. Jack Kruse, a neurosurgeon with over 30 years of experience, to explore his transformative journey from centralized medicine to decentralized health and his discovery of bitcoin as a tool for freedom and time preservation. Jack discusses the flaws in traditional medicine, the significance of circadian biology, and why sunlight and sleep are critical for optimal health. He explains his perspective on bitcoin as a “time machine” and the parallels between decentralized money and biology. The conversation touches on the importance of self-custody, the role of technology in shaping health outcomes, and whether Americans should consider moving to El Salvador for greater personal freedom. Jack also shares insights on the challenges of population growth, the potential to extend human lifespan, and how bitcoiners can prioritize health to secure their future. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Intro 1:06 Jack Kruse's background and medical journey 3:32 Decentralized medicine: what it means 9:20 Why centralized medicine is broken 11:19 The importance of circadian biology 18:25 Bitcoin and time: connecting decentralized money to health 23:11 "Bitcoin is a time machine": explained 33:53 How sunlight and darkness affect health 37:10 The role of technology in health outcomes 43:08 Living a healthier, longer life: practical advice 49:47 El Salvador: should Americans move there? 57:29 Is bitcoin a time machine for everyone? Victor’s story 1:01:13 The case for decentralizing your life WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Dr. Jack Kruse’s Twitter: https://x.com/DrJackKruse…
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The Bitcoin Frontier
1 Protecting your own strategic bitcoin reserve for 100+ years with Joe Kelly 51:04
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Joe Kelly, co-founder and CEO of Unchained, to discuss his journey from his first ‘aha’ moment with bitcoin to building a company that prioritizes long term bitcoin security and self-custody. Joe reflects on Unchained’s evolution into a bitcoin-only company, his personal donation to the University of Austin’s bitcoin endowment, and Unchained’s new bitcoin donor-advised fund product. We explore the critical importance of self-custody, why new bitcoiners should care about self-custody, the challenges and opportunities for global bitcoin adoption, and Unchained’s future roadmap. Joe also shares his thoughts on the risks and potential of AI, phishing threats in the digital space, and the balance between security and user experience in bitcoin financial services. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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 → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Intro 1:18 ‘Aha’ moment, Dhruv’s influence 4:19 Founding Unchained, long-term vision 7:47 Bitcoin-only focus 10:27 University of Austin donation 13:18 Bitcoin donor-advised funds 15:23 Beyond bitcoin: family, consciousness 17:45 Favorite podcast 20:23 Why self-custody matters 26:01 Accelerating adoption 28:52 Phishing threats 32:20 Bitcoin ETFs 35:41 AI, identity verification 38:17 Unchained’s future 40:03 Roadmap, sustainability 41:30 Favorite products 44:44 ECB bitcoin paper 46:50 Contrarian views on money 49:05 Bitcoin’s biggest risk 50:44 Closing remarks WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Joe Kelly’s Twitter: https://x.com/josephkelly…
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The Bitcoin Frontier
In this episode, we sit down with Marty Bent, founder of TFTC, Managing Partner at Ten31 VC, and Director at Cathedra Bitcoin. Marty shares his journey, from starting his newsletter and TFTC podcast to recording at Barstool Sports and now recently being cited by the European Central Bank in an academic paper. We explore his take on the ECB's paper, bitcoin’s adoption speed, and the risks of mining centralization. Marty dives into vulnerabilities in bitcoin core, the future of mining, and Ten31’s unique approach to supporting bitcoin-only companies on a bitcoin standard. We also discuss the balance between clickbait and integrity in bitcoin media and AI's impact on content and media. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Introduction 1:05 Starting Marty's newsletter and TFTC 3:22 Expectations vs. reality: Marty's journey 5:47 Recording at barstool sports and potential acquisition 10:21 Talking about bitcoin with co-workers at the managed futures fund 13:05 European central bank citing Marty's newsletter 23:25 Vulnerabilities in bitcoin 29:04 Mining centralization—is it a problem? 40:30 Worst and best business models you've seen at Ten31 47:26 What's the end goal for Ten31 portfolio companies? 52:08 How will VC change after the monetization of bitcoin? 58:23 How will media and AI evolve over the next decade? 1:02:23 Hyperbitcoinization faster than we expect? 1:08:00 Biggest risk for bitcoin? WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital…
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The Bitcoin Frontier
1 Bitcoin in the 2024 US presidential election with Dennis Porter 54:20
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Dennis Porter, CEO and Co-Founder of the Satoshi Action Fund, for an in-depth look at bitcoin’s place in U.S. politics. Dennis opens with an overview of how each political party approaches bitcoin and discusses the importance of bipartisan support. He examines bitcoin's resonance with American values, its appeal across political lines, and how policies can balance innovation and openness with consumer protection. Dennis reflects on the role of single-issue bitcoin voters and the potential impact on future elections including the 2024 US presidential election. He also explores how states are beginning to adopt bitcoin-friendly policies and the importance of creating scalable templates for state-level adoption. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 Intro 1:09 Breaking down each party’s stance on bitcoin 3:04 Bipartisan effort and why it matters for bitcoin 5:39 Kamala Harris vs. biden on bitcoin 7:04 Protecting consumers while supporting innovation 8:32 Bitcoin’s inclusiveness and appeal to democrats 9:36 Why bitcoin resonates with American values 10:16 Importance of bipartisan support for bitcoin 11:38 Working with both sides of the aisle 17:17 Role of broken money in political division 20:40 ECB’s stance on bitcoin holders 23:14 Debunking the ECB paper 26:16 Bitcoin’s potential as a bipartisan issue 29:20 Single-issue bitcoin voters and future elections 32:14 Bitcoin voters as a swing factor in elections 36:43 Strategic bitcoin stockpile plan 39:17 How bitcoin influences future elections 41:17 Adoption of bitcoin-friendly policies at the state level 47:15 Influence of presidential cycles vs. halvings on bitcoin cycles 50:07 Creating template policies for state adoption 53:02 Risk to bitcoin: if earth falls into the sun WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Dennis Porter’s Twitter: https://x.com/Dennis_Porter_…
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The Bitcoin Frontier
1 Hyperbitcoinization with Pierre Rochard and Bitstein 1:14:59
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Pierre Rochard, VP of Research at Riot Platforms, and Bitstein, co-founder of the Nakamoto Institute, to discuss hyperbitcoinization and more. Pierre and Michael open by reflecting on its price history, historical cycles, and long-term outlook. They explore bitcoin’s progression onto the global stage, considering how central banks view it and where we are in the context of hyperbitcoinization. They address the critical balance between self-custody and bitcoin banks, including insights into the evolving role of custody solutions and associated risks. Discussing perspectives like those of Michael Saylor and Saifedean Ammous, they weigh in on bitcoin’s function as both an asset, a money, and the concept of bitcoin “yield.” The conversation covers MicroStrategy’s strategic approach to bitcoin and their perspective on the various models like S2F, power law, and Bitcoin24. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → 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_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 0:00 - Intro 1:17 - Reflections on bitcoin cycles 3:21 - Long-term outlook 5:12 - Bitcoin on global stage 7:05 - Central banks’ view on bitcoin 14:03 - Defining hyperbitcoinization 17:05 - Self-custody vs. bitcoin banks 25:16 - Future of bitcoin custody 30:10 - Risks in custodial options 35:38 - Saylor vs. Saifedean on bitcoin banking 42:27 - Bitcoin yield vs. fiat yield 50:02 - MicroStrategy’s strategy 55:10 - Modeling bitcoin’s value 1:02:31 - Fiat vs. bitcoin volatility 1:04:15 - Challenging views in bitcoin community WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Pierre Rochard’s Twitter: https://x.com/BitcoinPierre → Bitstein’s Twitter: https://x.com/bitstein…
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The Bitcoin Frontier
1 From Harvard to MicroStrategy—valuing MSTR and building Bitcoin24 1:03:02
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Chaitanya Jain (CJ), an MBA candidate at Harvard Business School and strategist at MicroStrategy, who worked closely with Michael Saylor on the recent open source Bitcoin24 model. CJ shares his experience talking about bitcoin at HBS, detailing efforts to distinguish it from broader crypto discussions. We explore Michael Saylor’s perspective on whether bitcoin is money or just another asset. CJ offers insights into building the Bitcoin24 model and MicroStrategy’s evolving custody strategy, including the future of bitcoin in banking and other companies adopting MicroStrategy’s bitcoin strategy. We also cover their acquisition strategy using equity and convertible notes, the constraints they face, and how to think about valuing MicroStrategy in relation to their NAV. Last, CJ discusses MicroStrategy's potential future S&P 500 inclusion, effective bitcoin advocacy techniques, and the most significant risks to bitcoin today. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00:00 Introduction and background 00:03:23 Experience at HBS with bitcoin 00:06:06 Efforts to differentiate bitcoin from crypto at HBS 00:08:13 Bitcoin and crypto courses at HBS 00:10:21 Michael Saylor’s view of bitcoin: money or asset? 00:12:12 Catalysts for HBS interest in bitcoin 00:14:06 Key takeaways from interacting with Michael Saylor 00:18:25 Valuing bitcoin without cash flows 00:20:36 Building the Bitcoin24 model with MicroStrategy 00:24:24 MicroStrategy’s bitcoin custody strategy 00:26:32 Future of bitcoin in banking 00:30:55 Other companies following MicroStrategy’s bitcoin strategy 00:38:21 MicroStrategy’s bitcoin acquisition strategy: equity and convertible notes 00:46:24 Limits on equity issuances and convertible notes 00:50:24 Common misunderstandings about MicroStrategy 00:52:42 MicroStrategy’s inclusion in the S&P 500 00:58:26 Bitcoin advocacy and persuasion techniques 00:59:10 Biggest risks to bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Chaitanya Jain’s Twitter: https://x.com/_ChaitanyaJ…
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The Bitcoin Frontier
1 Entering a liquidity acceleration phase with Luke Gromen 56:26
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains why gold miners are taking on a new role, while commodity stocks resemble bonds. We also discuss the potential release valves of gold, oil, and bitcoin. Luke provides insights into the shifting dynamics of physical versus paper assets, the repricing of bonds and hard assets, and bitcoin’s potential place in central bank reserves. Additionally, we cover China’s latest economic moves, the ongoing global debt bubble, and the potential impact of the U.S. Presidential election. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00 - Intro 01:06 - The U.S. fiscal situation and 'true interest expense' 02:49 - U.S. fiscal tightening and liquidity needs 04:03 - 'America doesn’t get to do collectively stupid stuff with borrowed money forever' 04:51 - What is money? 07:13 - Most crowded and least crowded trades today 08:39 - 'Gold miners are the new commodity stocks, commodity stocks are the new bonds' 12:07 - The release valve: gold, oil, and maybe bitcoin 14:21 - Bitcoin miners as the new gold miners? 16:06 - The importance of physical versus paper assets 20:10 - The accelerating repricing event in bonds and hard assets 23:49 - How bitcoin and gold fit into the reserve asset narrative 33:14 - Will central banks eventually hold bitcoin? 35:00 - China’s aggressive stimulus and what it means for global markets 39:00 - The global sovereign debt bubble and the U.S. deficit 40:21 - U.S. Presidential election and fiscal largesse 41:59 - Repricing of gold and bitcoin 49:10 - What most bitcoiners disagree with Luke on 50:24 - The biggest risks to bitcoin and gold 55:00 - Outro and where to find more of Luke’s work WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Luke Gromen’s Twitter: https://x.com/LukeGromen…
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The Bitcoin Frontier
1 Predicting the next bitcoin peak with Checkmate 1:03:50
1:03:50 Play Later Play Later Lists Like Liked1:03:50
Play Later Play Later Lists Like LikedIn this episode, we sit down with James Check to tackle common misconceptions in bitcoin, from misunderstood on-chain metrics to the real impact of long-term holders. We break down key market indicators, discuss risks of audience capture, and explore whether bitcoin is set for slow, steady growth or another 80% drop. We also dive into the relevance of entity-adjusted metrics, the potential impact of ETFs, and how Checkmate optimizes bitcoin allocation strategies. Looking ahead, we speculate on bitcoin’s role in future portfolios, touch on large-scale gold buying, and even consider whether aliens might have their own version of bitcoin. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description → Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier TIMESTAMPS: 00:00 Introduction 01:40 What is one thing you think most people are wrong about? 08:14 Misinterpreted on-chain metrics and long-term holders 13:00 Key metrics to watch for market tops 19:10 Protecting against audience capture in bitcoin narratives 22:44 Slow grind up vs fast exponential growth? 25:48 Will bitcoin fall another 80% at some point? 29:25 Bitcoin was not a ZIRP phenomenon 30:10 Optimizing DCA and portfolio allocations through cycles 35:00 How accurate are “entity-adjusted” on-chain metrics? 41:10 Do ETFs destroy the potential usefulness of on-chain analytics? 46:35 Decades from now, how much bitcoin is in a typical portfolio? 50:50 Who is buying gold in size now? 56:50 Do aliens exist and did they discover their own bitcoin? 1:02:50 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 → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Checkmate’s Twitter: https://x.com/_Checkmatey_…
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The Bitcoin Frontier
1 How bitcoin mining reduces carbon emissions with Troy Cross 1:07:30
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Troy Cross to examine the environmental impact of bitcoin mining and its potential role in stabilizing energy grids. Troy shares his journey into bitcoin and peer-to-peer systems, addressing early concerns about energy consumption and how his views have evolved. We explore key data from bitcoin miners on energy usage and discuss the challenges of gathering accurate information. Troy highlights bitcoin mining’s unique flexibility in reducing emissions and compares its energy impact to other technologies like AI. We also cover the political implications of bitcoin, potential risks, and the importance of effective branding for bitcoin’s future growth. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description TIMESTAMPS: 00:00 Introduction 01:40 The environmental impact of bitcoin mining 04:28 How Troy got into bitcoin and peer-to-peer systems 07:33 Early concerns about bitcoin’s energy consumption 11:21 Bitcoin’s role in stabilizing energy grids 14:53 Data from bitcoin miners on energy consumption 18:47 Challenges in gathering bitcoin mining data 21:25 Bitcoin mining’s flexibility and reduced emissions 25:02 Halvings, miners, and price 28:37 Bitcoin’s superpower: Flexible energy consumption 32:12 Comparing bitcoin to AI in energy use 34:44 The future of energy and bitcoin 38:12 How bitcoin mining adapts to market conditions 42:28 Political ramifications of bitcoin 46:08 The biggest risk to bitcoin 50:09 Bitcoin’s branding challenges 54:12 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 → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Troy Cross’s Twitter: https://x.com/thetrocro → Troy’s bitcoin ownership report: https://www.thenakamotoproject.org/report → Troy’s bitcoin mining report: https://www.btcpolicy.org/articles/bitcoin-mining-reduces-carbon-emissions…
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The Bitcoin Frontier
1 Is bitcoin about to enter a parabolic growth phase? with Rational Root 1:04:06
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Rational Root to explore whether bitcoin is on the verge of entering a parabolic growth phase. We discuss key indicators, including on-chain data, market cycles, and global liquidity trends, to assess the current state of bitcoin and its potential for rapid price acceleration. Root breaks down the importance of short-term holder behavior, ETF flows, and the psychology of the market. We also consider external factors, such as macroeconomic conditions and regulatory developments, that could fuel or hinder bitcoin's next major move. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com TIMESTAMPS: 01:40 Where are we in the 4 year cycle? 04:55 Bitcoin goes sideways or down a majority of the time 08:14 Cycles from the bottom 13:03 On-chain value map 21:21 Do ETFs change on-chain analytics? 24:00 Psychology of a bitcoin market cycle 26:23 Global liquidity catalyst 30:14 Short-term holder supply 34:38 Bitcoin ETF flows 43:30 Bitcoin ETF cost basis 45:55 Bitwise proof of reserves 49:40 HODL Model update 1:01:40 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 → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Rational Root’s Twitter: https://x.com/therationalroot…
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The Bitcoin Frontier
1 How does the FBI think about bitcoin? with Ren McEachern 1:10:31
1:10:31 Play Later Play Later Lists Like Liked1:10:31
Play Later Play Later Lists Like LikedIn this episode, former FBI agent Ren McEachern breaks down financial crime and fraud in the digital age. We cover how criminals use different monetary tools for money laundering, whether the FBI can reverse wire transfers, and their work on the dark web. Ren explains asset seizures, including high-value items like yachts, and the unique challenges of seizing and liquidating bitcoin. We also discuss the FBI’s evolving stance on bitcoin, tracing crypto transactions, and using off-chain data to prevent fraud. Lastly, we tackle the potentially fraudulent NFT market, and Ren shares what he sees as the biggest risk to bitcoin today. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com TIMESTAMPS: 01:30 Introduction and Background 06:00 Most common monetary tool used in money laundering? 09:08 Can the FBI reverse wire transfers? 12:48 FBI and the dark web 15:12 Brazil banning X.com 17:15 Seizing assets and chasing yachts 21:55 Liquidating seized assets and yachts 24:00 The difficulty of seizing bitcoin 29:00 Government seizure of bitcoin and liquidation 37:00 Trump’s strategic bitcoin stockpile 40:00 The FBI's perspective on bitcoin 50:10 Future of fraud with bitcoin and crypto? 01:01:25 Is the NFT market just money laundering? 01:04:30 Most commonly used crypto for fraud? 01:08:13 Biggest risk to bitcoin? WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Ren McEachern’s LinkedIn: https://www.linkedin.com/in/george-ren-mceachern…
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The Bitcoin Frontier
1 Is 2025 the year bitcoin accelerates? with Joe Consorti 1:08:39
1:08:39 Play Later Play Later Lists Like Liked1:08:39
Play Later Play Later Lists Like LikedIn this episode, Joe Consorti joins us to explore the impacts of trillion-dollar deficits on the fiscal landscape and what it means for bitcoin’s future. We start with a look at the current liquidity environment and how asset prices are responding, followed by a discussion on rate cuts and capital deployment strategies. Joe shares his outlook on bitcoin’s trajectory through 2025 and the central bank actions we should be keeping a close eye on. We then examine key models like the power law and stock-to-flow to understand how they relate to bitcoin’s growth. Joe also addresses whether excessive monetary and fiscal stimulus could harm bitcoin, and why crypto is in decline while bitcoin continues to thrive. Finally, we talk about the acceleration of exponential growth, before wrapping up with Joe’s thoughts on unpopular beliefs and the biggest risks facing bitcoin today. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email podcast@unchained.com TIMESTAMPS: 00:00 Introduction 01:30 Trillion-dollar deficits and the fiscal situation 10:43 The liquidity spigot and asset prices 17:21 Rate cuts and capital deployment 25:35 Bitcoin's future and monitoring central bank actions 30:35 Predicting bitcoin in 2025 and factors to watch 37:12 The power law model vs. the stock-to-flow model 40:05 Does too much monetary and fiscal stimulus harm bitcoin? 46:50 The decline of crypto and the thriving of bitcoin 51:00 Acceleration and exponential growth 01:02:20 Unpopular beliefs and the biggest risks to bitcoin WHERE TO FOLLOW US: → Unchained Twitter: https://twitter.com/unchainedcom → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital → Joe Consorti’s Twitter: https://x.com/JoeConsorti…
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