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⚡️Had an amazing chat with Jeff Booth ⚡️ about why most Bitcoiners will eventually sell for dollars, why 95% still price Bitcoin in fiat, how his view differs from Michael Saylor why he supports Knots and why it may take a higher consciousness to truly move your time into...

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The Bitcoin Edge

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11,477 Aufrufe • vor 4 Monaten •via X (Twitter)

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🎙️Hidden Agendas of Control vs. A Protocol for Freedom 🔗Links to full episode below! Jeff Booth ⚡️ is a General Partner at Ego Death Capital and the author of The Price of Tomorrow, known for his profound insights at the intersection of technology, economics, and human consciousness. This conversation explains how the existing monetary (fiat) system relies on debt, fear, and illusion to survive, and why it’s now unraveling under its own weight. Jeff explains why Michael Saylor’s current position is very different from his initial one, and why it isn’t sustainable. We dive deep into the different types of control vectors governing our life, from money to politics to physics, and explore how consciousness shifts and Bitcoin challenges these structures at a fundamental level. Jeff talks about decentralization, the role of fear and agency, and why the free market has never truly existed — until now. We also touch on spirituality, the deeper meaning of sovereignty, and the transformative potential of Bitcoin not as an asset, but as a protocol for freedom. → Please like, comment, share & follow — to help me beat the suppressing algo’s. Thank you!
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Bitcoin treasury companies are evolving FAST. In this conversation with Joe Burnett, MSBA, we discussed: • Why digital credit $STRC $SATA could be Bitcoin’s next major catalyst • How Strive $ASST is becoming one of Bitcoin’s most important treasury companies • Michael Saylor’s latest move with Strategy $MSTR • Why altcoins may struggle going forward • The rise of “amplified Bitcoin” • How Bitcoin-backed yield products could reshape Wall Street • Why Bitcoin could eventually reach $1.6M One of the biggest takeaways: Bitcoin is no longer just an asset: an entire financial system is being built on top of it. This feels a lot like Bitcoin in 2015… most people still don’t understand what’s coming. 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Full episode 👇

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10,535 Aufrufe • vor 6 Monaten

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The Bitcoin Matrix Podcast ⚡️

20,467 Aufrufe • vor 3 Monaten

🔁 REPOST, recorded June 2024. Everything Luke Dashjr warned about is happening right now. Luke Dashjr - Is Bitcoin In A Civil War? Three or four entities decide what goes into every Bitcoin block. Most "miners" don't even know what they're mining. And if too few of us run nodes, Bitcoin quietly becomes a CBDC. The Bitcoin Core developer who caught the accidental 2013 hard fork before it broke the network came on to explain why mining is dangerously centralized, why the spam wave is a coordinated attack, and why he built a pool to fight back. Luke Dashjr, Bitcoin Core developer with 200+ contributions and maintainer of the BIPs, founder and CTO of Ocean, and the man who detected and helped stop the 2013 chain split, joins me to lay out the fight over Bitcoin's future in plain English: the difference between a real miner and a "hasher" who just sells compute, how three or four pools (really Bitmain) control what goes in every block, the invisible tax hiding inside FPPS, why he calls the spam wave a funded attack to destroy Bitcoin, why Bitcoin becomes a CBDC if too few of us run our own nodes, whether we are already in a civil war, and how Ocean is trying to hand block construction back to miners. Send this to anyone who thinks Bitcoin mining is decentralized. TIMESTAMPS: 00:00 Intro 01:50 Who is Luke Dashjr 04:09 The rabbit hole: his first patch in 2011 06:06 When Bitcoin became essential (there's no plan B) 10:09 Eligius: the first non-custodial mining pool 12:13 Why he started Ocean 13:50 The real consequences of pool centralization 16:34 Hasher vs miner: who actually mines? 18:36 How FPPS pays you, and what it hides 20:05 Why big pools become proxies for Bitmain 22:35 The launch, and why "censorship" became the word 24:49 What Bitcoin is actually built for 26:40 How to define spam 33:06 "The people behind the spam are out to destroy Bitcoin" 34:47 How the attack gets funded by gamifying it 37:13 Is this an existential threat? 38:48 Run a node, or Bitcoin becomes a CBDC 40:09 Bootstrapping a mining pool from zero 45:40 What non-miners can actually do to help 46:31 Should Bitcoin ossify, or keep upgrading? 49:24 How censorship-resistant is Bitcoin today? 50:00 Is Bitcoin already in a civil war? 51:10 Would the good guys still win a block size war today? 55:53 Ocean's roadmap: decentralizing block construction 1:00:07 How Ocean got its name (Jack Dorsey's nudge) 1:01:53 Do we have a problem in Bitcoin culture? 1:03:22 What Bitcoin means to Luke 1:07:11 The clause: Ocean can do no harm to Bitcoin 1:08:10 Where to find Luke + OCEAN 🎧 Then watch the sequel with Hardfork Kratter, The The Bitcoin Matrix Podcast ⚡️ #279: "Bitcoin Core Has Gone Rogue." 🎧
1:10:09

🔁 REPOST, recorded June 2024. Everything Luke Dashjr warned about is happening right now. Luke Dashjr - Is Bitcoin In A Civil War? Three or four entities decide what goes into every Bitcoin block. Most "miners" don't even know what they're mining. And if too few of us run nodes, Bitcoin quietly becomes a CBDC. The Bitcoin Core developer who caught the accidental 2013 hard fork before it broke the network came on to explain why mining is dangerously centralized, why the spam wave is a coordinated attack, and why he built a pool to fight back. Luke Dashjr, Bitcoin Core developer with 200+ contributions and maintainer of the BIPs, founder and CTO of Ocean, and the man who detected and helped stop the 2013 chain split, joins me to lay out the fight over Bitcoin's future in plain English: the difference between a real miner and a "hasher" who just sells compute, how three or four pools (really Bitmain) control what goes in every block, the invisible tax hiding inside FPPS, why he calls the spam wave a funded attack to destroy Bitcoin, why Bitcoin becomes a CBDC if too few of us run our own nodes, whether we are already in a civil war, and how Ocean is trying to hand block construction back to miners. Send this to anyone who thinks Bitcoin mining is decentralized. TIMESTAMPS: 00:00 Intro 01:50 Who is Luke Dashjr 04:09 The rabbit hole: his first patch in 2011 06:06 When Bitcoin became essential (there's no plan B) 10:09 Eligius: the first non-custodial mining pool 12:13 Why he started Ocean 13:50 The real consequences of pool centralization 16:34 Hasher vs miner: who actually mines? 18:36 How FPPS pays you, and what it hides 20:05 Why big pools become proxies for Bitmain 22:35 The launch, and why "censorship" became the word 24:49 What Bitcoin is actually built for 26:40 How to define spam 33:06 "The people behind the spam are out to destroy Bitcoin" 34:47 How the attack gets funded by gamifying it 37:13 Is this an existential threat? 38:48 Run a node, or Bitcoin becomes a CBDC 40:09 Bootstrapping a mining pool from zero 45:40 What non-miners can actually do to help 46:31 Should Bitcoin ossify, or keep upgrading? 49:24 How censorship-resistant is Bitcoin today? 50:00 Is Bitcoin already in a civil war? 51:10 Would the good guys still win a block size war today? 55:53 Ocean's roadmap: decentralizing block construction 1:00:07 How Ocean got its name (Jack Dorsey's nudge) 1:01:53 Do we have a problem in Bitcoin culture? 1:03:22 What Bitcoin means to Luke 1:07:11 The clause: Ocean can do no harm to Bitcoin 1:08:10 Where to find Luke + OCEAN 🎧 Then watch the sequel with Hardfork Kratter, The The Bitcoin Matrix Podcast ⚡️ #279: "Bitcoin Core Has Gone Rogue." 🎧

Cedric Youngelman ⚡️

20,425 Aufrufe • vor 2 Monaten

Mechanic may have called me a vagina and insinuated that sentiment analysis is irrelevant for what happens with BIP-110... but he's wrong. I shared this data not because I'm looking to spark controversy, but because there is a lot of Bitcoin at stake here and emotion can cause people to make poor decisions. This is only amplified when we all live inside of our own little algorithmic bubbles. Which is why this kind of analysis actually CAN give us clarity about what will happen on August 8th through a more human/social lens. TLDR for people that didn't read the piece is that BIP-110 supporters are broadly: 1) Getting angrier and more disapproving the further this debate rages on. 2) Talking with more hedging language, compared to those against BIP-110 who are growing more convicted. 3) Being fed higher rates of BIP-110 content by the algorithm, causing the debate to appear to have a larger mindshare then it actually does. 4) Getting LESS excited the closer we get to the activation date (which was probably the most unexpected and counterintuitive finding IMO). Again, I wish everyone the best as this debate rages on, but calling me names isn't going to stop me from sharing my findings ✌️
0:52

Mechanic may have called me a vagina and insinuated that sentiment analysis is irrelevant for what happens with BIP-110... but he's wrong. I shared this data not because I'm looking to spark controversy, but because there is a lot of Bitcoin at stake here and emotion can cause people to make poor decisions. This is only amplified when we all live inside of our own little algorithmic bubbles. Which is why this kind of analysis actually CAN give us clarity about what will happen on August 8th through a more human/social lens. TLDR for people that didn't read the piece is that BIP-110 supporters are broadly: 1) Getting angrier and more disapproving the further this debate rages on. 2) Talking with more hedging language, compared to those against BIP-110 who are growing more convicted. 3) Being fed higher rates of BIP-110 content by the algorithm, causing the debate to appear to have a larger mindshare then it actually does. 4) Getting LESS excited the closer we get to the activation date (which was probably the most unexpected and counterintuitive finding IMO). Again, I wish everyone the best as this debate rages on, but calling me names isn't going to stop me from sharing my findings ✌️

Michael Sullivan

16,649 Aufrufe • vor 2 Monaten

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
1:05:54

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 Aufrufe • vor 4 Monaten

🔁REPOST, MUST WATCH INTERVIEW JUNE 15th 2026 Bitcoin isn't digital gold. It's not locked in by math. You can kill it. The Bitcoin Matrix Podcast ⚡️ #279 Bitcoin Core Has Gone Rogue | Hardfork Kratter, Bitcoin University The man who ran money at Peter Thiel's hedge fund came on to explain who's trying, and why the only thing protecting Bitcoin is the people who run nodes. Matthew Kratter, Bitcoin University founder, former Clarium / Thiel-world macro trader, early Palantir investor, joins me to lay out the fight consuming Bitcoin right now in plain English: why he says Bitcoin Core has "gone rogue," the spam war over OP_RETURN and BIP-110 he calls Bitcoin's last stand, why consensus flows from culture and not code, who actually controls the network (hint: not the miners), and how to mine Bitcoin from home for about $10 a day. Send this to anyone who thinks Bitcoin can't be stopped. TIMESTAMPS: 00:00 Intro 01:00 Physics dropout to literature: Stanford & Berkeley 05:27 René Girard & meeting Peter Thiel 07:56 Becoming a trader: Thiel Macro to Clarium 12:43 The PayPal mafia, network effects & the dot-com bottom 20:23 Global macro at Clarium & the 2003 housing-blowup call 24:08 Napster, PayPal & the "new world currency" 28:32 Government as the ultimate customer: Palantir & the CIA (In-Q-Tel) 36:00 Deep-state roots: is Peter Thiel captured? 49:32 Culture is upstream of consensus 57:00 Bitcoin isn't magic: nodes, immutability & the spam risk 1:01:42 Why spam is a problem: tragedy of the commons 1:04:30 Spam since Satoshi & the 2014 OP_RETURN war 1:14:30 The changing of the guard at Bitcoin Core 1:18:43 Core uncaps OP_RETURN to 100,000 bytes 1:28:00 Consensus flows from culture: the 2nd Amendment analogy 1:35:20 BIP-110: the temporary soft fork 1:44:00 Why small blocks, and running nodes in Cuba 2:18:55 SegWit & the 2017 UASF: how 500 nodes won 2:24:00 The miners are just employees: node runners set the rules 2:41:46 "Firing the miners": changing proof-of-work 2:55:18 Bitcoin Core went rogue: the last stand 2:58:50 You can kill Bitcoin 3:01:20 Mine Bitcoin from home for ~$10/day, KYC-free 3:11:09 Where to find Matt ▶️
3:16:47

🔁REPOST, MUST WATCH INTERVIEW JUNE 15th 2026 Bitcoin isn't digital gold. It's not locked in by math. You can kill it. The Bitcoin Matrix Podcast ⚡️ #279 Bitcoin Core Has Gone Rogue | Hardfork Kratter, Bitcoin University The man who ran money at Peter Thiel's hedge fund came on to explain who's trying, and why the only thing protecting Bitcoin is the people who run nodes. Matthew Kratter, Bitcoin University founder, former Clarium / Thiel-world macro trader, early Palantir investor, joins me to lay out the fight consuming Bitcoin right now in plain English: why he says Bitcoin Core has "gone rogue," the spam war over OP_RETURN and BIP-110 he calls Bitcoin's last stand, why consensus flows from culture and not code, who actually controls the network (hint: not the miners), and how to mine Bitcoin from home for about $10 a day. Send this to anyone who thinks Bitcoin can't be stopped. TIMESTAMPS: 00:00 Intro 01:00 Physics dropout to literature: Stanford & Berkeley 05:27 René Girard & meeting Peter Thiel 07:56 Becoming a trader: Thiel Macro to Clarium 12:43 The PayPal mafia, network effects & the dot-com bottom 20:23 Global macro at Clarium & the 2003 housing-blowup call 24:08 Napster, PayPal & the "new world currency" 28:32 Government as the ultimate customer: Palantir & the CIA (In-Q-Tel) 36:00 Deep-state roots: is Peter Thiel captured? 49:32 Culture is upstream of consensus 57:00 Bitcoin isn't magic: nodes, immutability & the spam risk 1:01:42 Why spam is a problem: tragedy of the commons 1:04:30 Spam since Satoshi & the 2014 OP_RETURN war 1:14:30 The changing of the guard at Bitcoin Core 1:18:43 Core uncaps OP_RETURN to 100,000 bytes 1:28:00 Consensus flows from culture: the 2nd Amendment analogy 1:35:20 BIP-110: the temporary soft fork 1:44:00 Why small blocks, and running nodes in Cuba 2:18:55 SegWit & the 2017 UASF: how 500 nodes won 2:24:00 The miners are just employees: node runners set the rules 2:41:46 "Firing the miners": changing proof-of-work 2:55:18 Bitcoin Core went rogue: the last stand 2:58:50 You can kill Bitcoin 3:01:20 Mine Bitcoin from home for ~$10/day, KYC-free 3:11:09 Where to find Matt ▶️

Cedric Youngelman ⚡️

19,726 Aufrufe • vor 1 Monat

In this episode Jeff Booth ⚡️ walks through his two and a half hour meeting with President Nayib Bukele, what they really talked about around Bitcoin, the IMF, self custody, nodes, and circular economies, and why he left the palace more hopeful about El Salvador’s future than when he walked in. We also get into the media “dictator” narrative, what has actually changed on the streets here (spoiler alert: A LOT!), and what it means to try to build a free market out of a country that used to be a failed state. If you care about El Salvador renaissance, Bitcoin adoption, or just want to casually hear from a trustworthy Bitcoiner what he heard directly from President Bukele, you'll love this episode. Watch or listen to the full episode (link down below👇)
1:25

In this episode Jeff Booth ⚡️ walks through his two and a half hour meeting with President Nayib Bukele, what they really talked about around Bitcoin, the IMF, self custody, nodes, and circular economies, and why he left the palace more hopeful about El Salvador’s future than when he walked in. We also get into the media “dictator” narrative, what has actually changed on the streets here (spoiler alert: A LOT!), and what it means to try to build a free market out of a country that used to be a failed state. If you care about El Salvador renaissance, Bitcoin adoption, or just want to casually hear from a trustworthy Bitcoiner what he heard directly from President Bukele, you'll love this episode. Watch or listen to the full episode (link down below👇)

Bitcoin Beach

47,328 Aufrufe • vor 10 Monaten

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"
3:52

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"

The Wolf Of All Streets

46,399 Aufrufe • vor 3 Monaten

E156: Matt Hougan from – $6.5M Bitcoin and the strongest Solana setup ever? This might be the most bullish yet rational episode we’ve done on the future of crypto: why debasement, institutional flows & tokenization are just getting started. Timestamps: 0:00 Introduction 2:01 Matt’s Last Episode Popped Off 3:59 At Least 10x Left On The Crypto Marketplace? 4:36 Why Is Bitcoin Still Early 5:43 Who Are You 6:22 Two Ways To Win Framework With Bitcoin Explained 8:32 Where Does This 10x For Gold Come From 11:09 Partnerships: Jupiter KAST 11:45 Why Is A Higher Price In Gold Bullish For Bitcoin 12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto 13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years 15:03 How Could This Thesis Be Wrong 20:09 Why Hold Gold If Bitcoin Outperforms Massively 20:27 Wise & Boring vs Unwise & Exciting 21:40 Two Bets On Solana Explained 25:11 Confusion With Crypto Investing Explained 26:30 Why Matt Is Bullish On Solana Especially When Considering Other Blockchains 28:32 Why Institutional Investors Love Solana’s ETFs 30:00 Does Solana Have The Best Setup 30:31 How Big Could Solana Get In 10 Years 31:20 Partnerships: Paradex Zashi is now Zodl Mantle 33:19 Does This Same Bullishness Apply Across Gold & Bitcoin 34:34 Which Asset Could Be The Next Bitcoin Or Solana 35:35 Why It’s Important To Push For Institutional Adoption With Bitcoin 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin? 38:27 What’s The Deal With Ethereum 39:18 Underestimating Sovereigns Buying Bitcoin In Size In 2026, Why This Matters 40:58 Why Is The Speed Of Tokenization & Stable Coin Growth Important 42:14 Partnerships: Trezor Sui 43:06 Debasement Of The Current Fiat System Explained 45:44 Dollar Devaluation In The Last 5 Years 46:16 Debasement Trading Will Be More Popular In 2026 48:00 How Do I Get Rich With Crypto In 2026 49:14 Alpha & Long Term Trends Build Wealth In Crypto 55:23 One Thing To Remember From Conversation
57:30

E156: Matt Hougan from – $6.5M Bitcoin and the strongest Solana setup ever? This might be the most bullish yet rational episode we’ve done on the future of crypto: why debasement, institutional flows & tokenization are just getting started. Timestamps: 0:00 Introduction 2:01 Matt’s Last Episode Popped Off 3:59 At Least 10x Left On The Crypto Marketplace? 4:36 Why Is Bitcoin Still Early 5:43 Who Are You 6:22 Two Ways To Win Framework With Bitcoin Explained 8:32 Where Does This 10x For Gold Come From 11:09 Partnerships: Jupiter KAST 11:45 Why Is A Higher Price In Gold Bullish For Bitcoin 12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto 13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years 15:03 How Could This Thesis Be Wrong 20:09 Why Hold Gold If Bitcoin Outperforms Massively 20:27 Wise & Boring vs Unwise & Exciting 21:40 Two Bets On Solana Explained 25:11 Confusion With Crypto Investing Explained 26:30 Why Matt Is Bullish On Solana Especially When Considering Other Blockchains 28:32 Why Institutional Investors Love Solana’s ETFs 30:00 Does Solana Have The Best Setup 30:31 How Big Could Solana Get In 10 Years 31:20 Partnerships: Paradex Zashi is now Zodl Mantle 33:19 Does This Same Bullishness Apply Across Gold & Bitcoin 34:34 Which Asset Could Be The Next Bitcoin Or Solana 35:35 Why It’s Important To Push For Institutional Adoption With Bitcoin 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin? 38:27 What’s The Deal With Ethereum 39:18 Underestimating Sovereigns Buying Bitcoin In Size In 2026, Why This Matters 40:58 Why Is The Speed Of Tokenization & Stable Coin Growth Important 42:14 Partnerships: Trezor Sui 43:06 Debasement Of The Current Fiat System Explained 45:44 Dollar Devaluation In The Last 5 Years 46:16 Debasement Trading Will Be More Popular In 2026 48:00 How Do I Get Rich With Crypto In 2026 49:14 Alpha & Long Term Trends Build Wealth In Crypto 55:23 One Thing To Remember From Conversation

MR SHIFT 🦁

48,555 Aufrufe • vor 8 Monaten

🎙 The Sujal Show Ep. 10: Yat Siu “The Man Behind Sandbox, Axie Infinity & 600+ Crypto" Animoca Brands co-founder Yat Siu reveals his 400x return, why altcoins could beat Bitcoin, how agentic AI will reshape distribution, why he loves bear markets, and the 3 tokens he’s bullish on. We Discussed on The Sujal Show: - How Animoca went from mobile games to 600+ crypto investments - How a $300M seed round became a $10B valuation - How CryptoKitties crashing Ethereum in 2017 changed everything - 4,000% returns & his biggest investing mistake - How Apple, Google, and X censor crypto and how agents break through - Why he’s more bullish on utility tokens than memecoins - Why he believes the 4-year cycle isn’t dead - His 3 filters for finding Top projects - Why education is a $7‑10 trillion market - Why he is bullish on agentic AI, education, and digital identity - 3 altcoins he is bullish on - Next BIG narratives in crypto - Why he avoids prediction markets TIMESTAMPS: 00:00 Intro 01:56 Who is he & what does he do today? 02:27 3 things he’s most proud of in 35 years 07:06 First heard about Bitcoin in 2014, why it didn’t click 10:30 Next big crypto narrative (2026 & beyond) 18:22 AI agents: what comes after automation? 26:07 AI altcoins with massive potential 28:43 Biggest return from 600+ investments 36:05 Why bear markets create real opportunities 37:06 How to invest $1K–$10K in crypto (beginner portfolio) 40:00 Will altcoins outperform Bitcoin? 49:09 Framework for finding 100x projects 51:51 Biggest loss & lessons learned 54:13 How to start a career as a VC (step-by-step) 56:01 Final advice before leaving the world He turned $4M into a billion‑dollar ecosystem. Now he’s betting on AI agents and digital identity. Watch the full episode 👇
58:53

🎙 The Sujal Show Ep. 10: Yat Siu “The Man Behind Sandbox, Axie Infinity & 600+ Crypto" Animoca Brands co-founder Yat Siu reveals his 400x return, why altcoins could beat Bitcoin, how agentic AI will reshape distribution, why he loves bear markets, and the 3 tokens he’s bullish on. We Discussed on The Sujal Show: - How Animoca went from mobile games to 600+ crypto investments - How a $300M seed round became a $10B valuation - How CryptoKitties crashing Ethereum in 2017 changed everything - 4,000% returns & his biggest investing mistake - How Apple, Google, and X censor crypto and how agents break through - Why he’s more bullish on utility tokens than memecoins - Why he believes the 4-year cycle isn’t dead - His 3 filters for finding Top projects - Why education is a $7‑10 trillion market - Why he is bullish on agentic AI, education, and digital identity - 3 altcoins he is bullish on - Next BIG narratives in crypto - Why he avoids prediction markets TIMESTAMPS: 00:00 Intro 01:56 Who is he & what does he do today? 02:27 3 things he’s most proud of in 35 years 07:06 First heard about Bitcoin in 2014, why it didn’t click 10:30 Next big crypto narrative (2026 & beyond) 18:22 AI agents: what comes after automation? 26:07 AI altcoins with massive potential 28:43 Biggest return from 600+ investments 36:05 Why bear markets create real opportunities 37:06 How to invest $1K–$10K in crypto (beginner portfolio) 40:00 Will altcoins outperform Bitcoin? 49:09 Framework for finding 100x projects 51:51 Biggest loss & lessons learned 54:13 How to start a career as a VC (step-by-step) 56:01 Final advice before leaving the world He turned $4M into a billion‑dollar ecosystem. Now he’s betting on AI agents and digital identity. Watch the full episode 👇

Sujal Jethwani

20,842 Aufrufe • vor 5 Monaten