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What if you could secure your Bitcoin without ever worrying about a seed phrase? Bitkey's Clay Garrett explains how it works — even if you lose your phone and the device. Plus: what Block's engineers found investigating the #Coldcard attack, and whether the hacker left a trail. Get 10%...

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Natalie Brunell ⚡️

638,251 subscribers

130,254 просмотров • 3 дней назад •via X (Twitter)

Наука и технологииФинансы#Coldcard
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Whether you’re new to Bitcoin or a long-time investor, this is conversation you don’t want to miss about Bitcoin-backed loans and how corruption destroys countries. Thank you Mauricio Di Bartolomeo and Ledn for a fascinating discussion - it easily just made the top 5 interviews of the year for me. Timecodes: 00:00 What is Ledn? And what are Bitcoin-backed loans? 2:55 Rates vs traditional debt; cost of capital 6:00 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:37 Why demand for BTC loans is rising 12:10 How Ledn loans work 17:49 Loan-to-value (LTV) 19:56 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 21:46 Global loans starting at $500 26:32 30-year Bitcoin mortgage? STRC and Bitcoin yield 29:25 Mauricio’s Venezuela origin story 39:17 UAE vs Venezuela: why corruption kills oil wealth 41:36 US & Europe “live in a fantasy world” 43:54 Mauricio's vision: $1T bitcoin-credit market, global parity
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Whether you’re new to Bitcoin or a long-time investor, this is conversation you don’t want to miss about Bitcoin-backed loans and how corruption destroys countries. Thank you Mauricio Di Bartolomeo and Ledn for a fascinating discussion - it easily just made the top 5 interviews of the year for me. Timecodes: 00:00 What is Ledn? And what are Bitcoin-backed loans? 2:55 Rates vs traditional debt; cost of capital 6:00 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:37 Why demand for BTC loans is rising 12:10 How Ledn loans work 17:49 Loan-to-value (LTV) 19:56 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 21:46 Global loans starting at $500 26:32 30-year Bitcoin mortgage? STRC and Bitcoin yield 29:25 Mauricio’s Venezuela origin story 39:17 UAE vs Venezuela: why corruption kills oil wealth 41:36 US & Europe “live in a fantasy world” 43:54 Mauricio's vision: $1T bitcoin-credit market, global parity

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By popular demand, I’m releasing this interview with Mike Alfred a day early. We discuss his investment playbook, AI outlook, picking winning stocks, why Bitcoin is the “most important asset in human history” and exactly how he would allocate a $1 million portfolio today. TIMESTAMPS: 00:00 Mike Alfred origin story 2:33 Building retail following 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Bitcoin miners pivoting to AI 11:21 Options, leverage 13:44 Influence, pressure 19:33 Speculation, gambling mindset 27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 29:28 Why Bitcoin is sluggish 32:36 AI’s 20-year cycle and power competition 37:46 Industrial policy 42:12 Bitcoin reserves 48:25 Bitcoin vs equities 52:48 Conviction during volatility
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By popular demand, I’m releasing this interview with Mike Alfred a day early. We discuss his investment playbook, AI outlook, picking winning stocks, why Bitcoin is the “most important asset in human history” and exactly how he would allocate a $1 million portfolio today. TIMESTAMPS: 00:00 Mike Alfred origin story 2:33 Building retail following 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Bitcoin miners pivoting to AI 11:21 Options, leverage 13:44 Influence, pressure 19:33 Speculation, gambling mindset 27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 29:28 Why Bitcoin is sluggish 32:36 AI’s 20-year cycle and power competition 37:46 Industrial policy 42:12 Bitcoin reserves 48:25 Bitcoin vs equities 52:48 Conviction during volatility

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Welcome to Season 5 of Coin Stories! This is one for the books with Jeff Booth. Our last interview went viral...this one will stretch you even further. We discuss: - why prices rise but quality seems to disappear - is capitalism/corporate greed to blame? - do we need more regulations? - free markets and competition - what about wealth inequality under the Gold Standard? - could Bitcoin secure a future of falling prices and increasing quality??! "Government doesn't create value. Government extracts value." TIMESTAMPS: 00:00 Broken money breaks everything 1:50 Anger at capitalism 5:31 Gemini Bitcoin Credit Card | Bitcoin is For Everyone 6:17 Ledn Bitcoin-backed Loans | Abundant Mines 7:11 Capitalism never existed 10:52 No monopolies in a true free market 17:39 Choice, agency, responsibility 20:49 Bitcoin as the first true free market 23:55 Falling prices, rising quality 28:26 Speed Wallet | Bitkey | The Bitcoin Way | BitcoinIRA 30:09 Markets self-regulating 36:45 The illusion of political solutions 42:56 Gold, history, false lessons 47:38 Bitcoin decentralizes wealth 54:40 A hopeful path forward
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444,325 просмотров • 9 месяцев назад

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We sat down with Joe Burnett, MSBA of Strive to talk about where Bitcoin-backed finance goes from here. bitcoin:native & Amplified Bitcoin. Digital credit. $STRC. $SATA. Self-custody. Leverage. And what the first real stress test for this new asset class taught us. Joe has spent his career across Bitcoin mining, custody, research and treasury companies, so we went deep. Timestamps: 00:00 Preview 00:46 Introduction 01:12 Joe’s bitcoin:native origin story 03:38 Joe’s career in Bitcoin 05:34 The Bitcoin education problem 07:01 Turning Bitcoin volatility into financial products 08:25 Rethinking “not your keys, not your coins” 09:52 Bitcoin custody today 13:09 Bitcoin, ETFs & amplified Bitcoin 15:05 Why digital credit matters 15:31 $SATA returns to $100 17:21 What comes next for digital credit? 18:19 Why Bitcoin-backed credit could scale 19:44 Digital credit → digital money 21:05 The leverage problem 22:30 Lessons from the summer unwind 24:18 Why $STRC & $SATA are different 25:43 Joe’s Bitcoin outlook Full conversation. 👇

Apyx

13,976 просмотров • 4 дней назад

What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside. Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, the success of $MSBT, why the price of bitcoin has been stuck and what could finally move it. Full conversation streaming now! TIMESTAMPS: 00:00 Tech Roots: From the 1999 Tech Bubble to Emerging Markets 8:26 Why Bitcoin Made Sense Early On 14:17 Morgan Stanley's Spot Bitcoin ETF 16:43 Why Aren't Institutions All-In On Bitcoin? 19:18 Record Demand for MSBT 21:21 Would Morgan Stanley Ever Issue Digital Credit? 23:42 The Advisor Gap: Why Isn’t Everyone Recommending Bitcoin? 28:37 What's Holding Bitcoin Back? 34:19 Corporate Balance Sheets 36:22 Bitcoin's Future 38:05 What Should More People Understand About Bitcoin? 39:15 Winner-Take-All Tech vs. Redundant Finance: The Industry's Future 45:32 Addressing Big Bank Skepticism
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116,362 просмотров • 2 месяцев назад

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
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Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

25,225 просмотров • 1 месяц назад

The COLDCARD Hack Was Bitcoin’s 9/11 The COLDCARD exploit was an emperor-has-no-clothes moment for Bitcoin. In this episode of the Hell Money Podcast, Casey Casey and Erin Redwing Erin Redwing break down what happened, how AI may have changed the balance between attackers and defenders, and what the fallout exposed about Bitcoin security and culture. “Don’t trust, verify” is one of Bitcoin’s core principles — but over time, heuristics like Bitcoin-only, open source, self-custody, and trusted developers became ways of deciding what to trust instead of actually verifying. So what happens when those heuristics fail? TIMESTAMPS 0:00 COLDCARD bug exploit explained 4:00 Did the attacker use AI? 8:10 Bitcoin Red Team 14:53 AI, eclipse season, and what breaks next 16:48 A 9/11 moment for open source and self-custody 23:39 AI defense for open source software 29:19 The crisis for Bitcoin self-custody 30:54 What does it actually mean to be a sovereign individual? 34:26 Self custody is worth fighting for 39:50 The cultural coddling of COLDCARD 45:43 “Strong opinions, weakly held” found dead 48:15 Coinkite’s development practices and the warning signs 56:59 Outro
57:37

The COLDCARD Hack Was Bitcoin’s 9/11 The COLDCARD exploit was an emperor-has-no-clothes moment for Bitcoin. In this episode of the Hell Money Podcast, Casey Casey and Erin Redwing Erin Redwing break down what happened, how AI may have changed the balance between attackers and defenders, and what the fallout exposed about Bitcoin security and culture. “Don’t trust, verify” is one of Bitcoin’s core principles — but over time, heuristics like Bitcoin-only, open source, self-custody, and trusted developers became ways of deciding what to trust instead of actually verifying. So what happens when those heuristics fail? TIMESTAMPS 0:00 COLDCARD bug exploit explained 4:00 Did the attacker use AI? 8:10 Bitcoin Red Team 14:53 AI, eclipse season, and what breaks next 16:48 A 9/11 moment for open source and self-custody 23:39 AI defense for open source software 29:19 The crisis for Bitcoin self-custody 30:54 What does it actually mean to be a sovereign individual? 34:26 Self custody is worth fighting for 39:50 The cultural coddling of COLDCARD 45:43 “Strong opinions, weakly held” found dead 48:15 Coinkite’s development practices and the warning signs 56:59 Outro

Hell Money

87,795 просмотров • 23 дней назад

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks
39:35

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks

Anthony Pompliano 🌪

79,307 просмотров • 9 месяцев назад