$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate

What Bitcoin Did

#Bitcoin #Freedom #Tech #Trading #Business #Danny Knowles #Investing

35:00

The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

22 days ago 1:16:09

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Checkmate is an on-chain analyst and founder of Checkonchain.

In this episode, we get into Bitcoin’s breakout back above $100k and what on-chain data reveals about who’s buying, who’s selling, and whether retail is finally showing up. We also discuss whether the Bitcoin cycles are over, how the global macro shift is influencing hard asset flows, and why gold might be the early signal for a longer Bitcoin run. Finally, we get into the OP_RETURN war.

Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Checkmate: https://x.com/_Checkmatey_

THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/

64 episodes

$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate

What Bitcoin Did

38 subscribers

published 22 days ago

MP3•Episode home

Checkmate is an on-chain analyst and founder of Checkonchain.

Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Checkmate: https://x.com/_Checkmatey_

THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/

64 episodes

#Bitcoin #Freedom #Tech #Trading #Business #Danny Knowles #Investing

All episodes

What Bitcoin Did

1
The Debt Spiral, Stagflation & Why Bitcoin Wins w/ James Lavish 1:04:12

5 hours ago1:04:12

1:04:12

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. In this episode, we explore the fragility of the U.S. bond market, how sovereign credit ratings work, and why the U.S. is now priced by markets as a default risk on par with Greece. We discuss the structural privilege of the dollar as the world reserve currency, why that privilege is under threat, and how the Triffin Dilemma is playing out in real time. We also get into institutional adoption of Bitcoin, the operational hurdles that ETFs have now removed, and what it would take for companies like Apple or Meta to trigger a wave of corporate Bitcoin treasury adoption. Finally, we look at the macro setup heading into 2026, the risk of stagflation, and why expanding global liquidity could mean Bitcoin peaks sometime next year. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny James Lavish: https://x.com/jameslavish THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ COINKITE: https://store.coinkite.com/promo/WBD BLOCKWARE: https://mining.blockwaresolutions.com/wbd…

What Bitcoin Did

1
ORANGE PILLING WALL STREET W/ Jack Mallers 1:47:29

4 days ago1:47:29

1:47:29

Jack Mallers is the Founder and CEO of Strike, and the Co-Founder and CEO of 21. In this episode, we discuss the breakdown of the post-WWII monetary order, the consequences of the U.S. exporting dollars, and why the dollar’s global reserve status is becoming a liability rather than a strength. We also get into 21’s plan to take Bitcoin-native principles into the heart of Wall Street, how companies like MicroStrategy and Metaplanet are paving the way for sovereign-grade Bitcoin exposure, and why proof-of-reserves and Bitcoin per share may become the new standard for corporate treasuries. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Jack Mallers: https://x.com/jackmallers or https://primal.net/jackmallers THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
THIS TIME IS DIFFERENT: BITCOIN, WALL STREET & ENERGY w/ Harry Sudock 1:04:49

7 days ago1:04:49

1:04:49

Harry Sudock is SVP at CleanSpark, one of the largest publicly traded Bitcoin mining companies in the world. In this episode, we explore why Bitcoin mining is reshaping America’s energy landscape, the evolution of corporate Bitcoin strategy, and the game theory behind early adoption by individuals, companies, and nation states. We also get into how companies like MicroStrategy and Metaplanet are unlocking powerful financial leverage through Bitcoin balance sheets, the risks of derivatives-based exposure, and whether institutions pose a threat to Bitcoin’s long-term consensus. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Harry Sudock: https://x.com/harry_sudock THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
Is the Fed Losing Control? W/ Matthew Mezinskis 1:27:48

13 days ago1:27:48

1:27:48

Matthew Mezinskis is a macroeconomic researcher, host of the Crypto Voices podcast and creator of Porkopolis Economics. In this episode, we discuss fractional reserve banking, why it's controversial among Bitcoiners, the historical precedent for banking practices, and whether fractional reserve banking inherently poses systemic risks. We also get into the dangers and instabilities introduced by central banking, and why Bitcoin uniquely offers a pathway to financial sovereignty, the plumbing of the global financial system, breaking down money supply metrics, foreign holdings of US treasuries, and how all these elements indicate growing instability in the dollar system. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Matthew Mezinskis: https://x.com/1basemoney THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

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The True Cost of the Dollar Empire w/ Lyn Alden 1:07:53

18 days ago1:07:53

1:07:53

Lyn Alden is a macro analyst, investment strategist and the author of Broken Money. In this episode, we discuss the structural imbalances underpinning the U.S. trade deficit and its link to the dollar’s status as the global reserve currency. We get into the mechanics of capital surpluses, why U.S. treasuries are at the heart of global liquidity, and how foreign ownership of American assets introduces systemic fragility. We also discuss Bitcoin as a neutral reserve asset,, gold and tariffs, Bitcoin’s market structure, and why $150k might be in sight. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Lyn Alden: https://x.com/LynAldenContact or https://primal.net/lyn THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
The OP_RETURN War: Who Controls Bitcoin w/ Bitcoin Mechanic 1:23:45

20 days ago1:23:45

1:23:45

Bitcoin Mechanic is the Chief Boiling Officer at OCEAN. In this episode, we dive deep into the battle over OP_RETURN and Bitcoin node policy. Mechanic explains why arbitrary data like inscriptions and JPEGs represent an attack vector, how Core developers have responded, and why he believes filters are essential to protecting Bitcoin’s monetary use case. We also cover the risks of miner centralisation, the tension between Bitcoin’s ideological roots and its current developer politics, and what’s really at stake in the “OP_RETURN war.” Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Mechanic: https://x.com/GrassFedBitcoin THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate 1:16:09

22 days ago1:16:09

1:16:09

Checkmate is an on-chain analyst and founder of Checkonchain. In this episode, we get into Bitcoin’s breakout back above $100k and what on-chain data reveals about who’s buying, who’s selling, and whether retail is finally showing up. We also discuss whether the Bitcoin cycles are over, how the global macro shift is influencing hard asset flows, and why gold might be the early signal for a longer Bitcoin run. Finally, we get into the OP_RETURN war. Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Checkmate: https://x.com/_Checkmatey_ THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
The US Government Vs Bitcoin w/ Zack Shapiro 1:10:48

25 days ago1:10:48

1:10:48

Zack Shapiro is a lawyer and Head of Policy at the Bitcoin Policy Institute. In this episode, we discuss the Samurai Wallet case, how the U.S. government is using outdated laws to target non-custodial Bitcoin tools — and why the outcome of this case could criminalise running a node or writing open-source Bitcoin code. We also discuss the DOJ’s “regulation by prosecution” playbook, the fact that FinCEN explicitly told prosecutors Samurai was not breaking the law, why prosecutors hid that fact for a year and why he believes a political fix — not just a legal one — is urgently needed. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Zack Shapiro: https://x.com/zackbshapiro P2P Rights Fund: https://p2prights.org/ THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
OP_RETURN, Filters & Bitcoin’s Identity Crisis w/ Shinobi 1:05:23

28 days ago1:05:23

1:05:23

Shinobi is the Technical Editor at Bitcoin Magazine. In this episode, we get into the latest "OP_RETURN war," exploring whether the debate is a cultural clash or a technical discussion about Bitcoin’s future. We discuss the origins of the OP_RETURN limit, how users are bypassing it, and the arguments for and against changing data limits. Shinobi lays out his view that filters designed to block certain transactions could increase mining centralisation and degrade network security. We also get into the questions about non-monetary uses of Bitcoin and the ongoing tensions between scaling, freedom, and preserving Bitcoin's values. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Shinobi: https://x.com/brian_trollz THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/ CASA: https://casa.io/…

What Bitcoin Did

1
BITCOIN IS HUMAN NATURE w/ Jesse Myers 1:17:02

5 weeks ago1:17:02

1:17:02

Jesse Myers is the author of the Once in a Species newsletter. In this episode, we discuss why humanity’s obsession with scarce assets may be hardwired into our DNA and how this evolutionary trait could explain Bitcoin’s inevitable rise. We also get into how early humans monetised scarcity, why Homo sapiens may have outcompeted Neanderthals through money-based cooperation, and how Dunbar’s number and inter-tribal trade shaped civilisation. Finally, we explore why Bitcoin represents the culmination of a 140,000-year human search for perfect scarcity — and why Jesse believes we are in the early innings of a species-wide gravitation towards Bitcoin. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny Jesse Myers: https://x.com/Croesus_BTC THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ LEDGER: https://www.ledger.com/…

What Bitcoin Did

1
LIVE IN BEDFORD w/ Checkmate, Preston Pysh, Lawrence Lepard, James Lavish, Matt Pines & Alex Thorn 1:27:55

5 weeks ago1:27:55

1:27:55

In this episode we have three sessions recorded live at CheatCode in Bedford. In the first session, Checkmate, Preston Pysh, and Alex Thorn break down the cracks in the fiat system, the rise of deglobalization, stablecoins, Bitbonds, and how Bitcoin and gold are emerging as neutral reserve assets. In the second session, Matthew Pines unpacks the global economic reordering, the U.S.–China trade war, escalating tariffs, the fragility of the bond market, and why Bitcoin may be the ultimate escape valve. In the final session, Lawrence Lepard, James Lavish, and Cameron Parry go deep on gold vs Bitcoin, the debt doom loop, the case for a Strategic Bitcoin Reserve, and the fight for financial sovereignty. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny Checkmate: https://x.com/_Checkmatey_ Preston Pysh: https://x.com/PrestonPysh & https://primal.net/preston Lawrence Lepard: https://x.com/LawrenceLepard & https://primal.net/lawrencelepard James Lavish: https://x.com/jameslavish Matthew Pines: https://x.com/matthew_pines Alex Thorn: https://x.com/intangiblecoins Cameron Parry: https://x.com/CameronJParry THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/ ANCHORWATCH: https://www.anchorwatch.com/…

What Bitcoin Did

1
The End of Globalisation & The Rise of Bitcoin w/ Mark Moss 1:33:24

5 weeks ago1:33:24

1:33:24

Mark Moss is an entrepreneur, investor, and host of the Mark Moss Show and Market Disruptors. In this episode, we discuss why Bitcoin could 10x over the next five years as well as the political and financial cycles converging to drive massive change. We also get into the collapse of global institutions like the World Economic Forum, the role of AI and Bitcoin in reshaping money and power structures, why open-source AI could decentralise innovation, and how Bitcoin might become the default money for autonomous AI agents. Finally, we explore why stock market valuations may be more fragile than they appear and how Bitcoin offers a simpler, sounder alternative for long-term wealth preservation. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny Mark Moss: https://x.com/1markmoss THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/ ANCHORWATCH: https://www.anchorwatch.com/…

What Bitcoin Did

1
BITCOIN: A TROJAN HORSE FOR FREEDOM w/ Alex Gladstein 1:35:17

6 weeks ago1:35:17

1:35:17

Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and author of Check Your Financial Privilege, Hidden Repression and The Trojan Horse of Freedom. In this episode, we discuss whether Bitcoin’s adoption by governments and Wall Street threatens its original mission, the Trojan Horse theory of Bitcoin and why nation-state adoption may be essential to separating money from state. We also get into the IMF’s decades-long role in global debt traps, the potential endgame of Bitcoin as a global reserve and debate quantum threats to Bitcoin. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny Alex Gladstein: https://x.com/gladstein or https://primal.net/gladstein THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/ ANCHORWATCH: https://www.anchorwatch.com/…

What Bitcoin Did

1
BITCOIN IS WINNING w/ Matt Odell 1:52:58

6 weeks ago1:52:58

1:52:58

Matt Odell is host of Citadel Dispatch, co-host of Rabbit Hole Recap, managing partner at Ten31 and co-founder of OpenSats and Bitcoin Park. In this episode, we discuss the risks of Bitcoin’s increasing financialisation, why only a small minority may ever use it as true “freedom money,” and whether Bitcoin is on track to become a global reserve currency. We also get into the rise of stablecoins and their impact on adoption, MicroStrategy’s role in reshaping public market exposure to Bitcoin, and a potential quantum computing threat. Plus, we cover why sats should be the standard, the Gamestop pivot to Bitcoin, and the ways Nostr and censorship resistance might shape the future of speech. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny Matt Odell: https://primal.net/odell THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/ ANCHORWATCH: https://www.anchorwatch.com/…

What Bitcoin Did

1
HAS BITCOIN ACTUALLY DONE ANYTHING? W/ Junseth 1:56:15

7 weeks ago1:56:15