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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 次观看 • 3 天前 •via X (Twitter)

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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
46:59

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

Natalie Brunell ⚡️

246,752 次观看 • 11 个月前

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
1:00:27

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

Natalie Brunell ⚡️

1,601,765 次观看 • 9 个月前

My new interview with Mark Moss on the “reverse crash” and what it means for investors, Q4 price dynamics and how to retire off Bitcoin in 5 years. Timecodes: 00:00 Does Q4 favor Bitcoin? 1:58 JPMorgan’s “debasement trade” 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Melt-up vs. crash 10:50 "Fiat Maxis” 13:46 Gold settlement, stablecoins, U.S. strategy 21:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 23:00 Monetary reset, BRICS leverage & U.S. debt math 28:48 Two economies: new tools, new skills 34:51 “Retire Off of Bitcoin” 37:42 Bitcoin price prediction 41:59 Compounding behavior (business, content, life) 43:38 Corporate treasuries
50:14

My new interview with Mark Moss on the “reverse crash” and what it means for investors, Q4 price dynamics and how to retire off Bitcoin in 5 years. Timecodes: 00:00 Does Q4 favor Bitcoin? 1:58 JPMorgan’s “debasement trade” 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Melt-up vs. crash 10:50 "Fiat Maxis” 13:46 Gold settlement, stablecoins, U.S. strategy 21:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 23:00 Monetary reset, BRICS leverage & U.S. debt math 28:48 Two economies: new tools, new skills 34:51 “Retire Off of Bitcoin” 37:42 Bitcoin price prediction 41:59 Compounding behavior (business, content, life) 43:38 Corporate treasuries

Natalie Brunell ⚡️

348,029 次观看 • 10 个月前

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
1:14:14

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

Natalie Brunell ⚡️

78,124 次观看 • 8 个月前

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again
57:09

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again

Bitcoin News

60,983 次观看 • 27 天前

Most of the stolen bitcoins haven't moved. Alex Thorn, Alex Thorn, traced all the Coldcard attacker waves and can tell you where the coins are sitting and what the hackers might do next. The latest on the seed hack, Red Team, and his reaction to BIP 110's fork. TIMESTAMPS: 00:00 Trailer and Intro 2:00 Was the Coldcard one attack or several? 6:51 How many wallet addresses have been swept? 8:50 One attacker started, then copycats jumped in 10:05 Where's the stolen Bitcoin now? 13:04 What will the hackers do - coin mixing and coin joins? 15:24 Some hackers are using casinos to launder the stolen Bitcoin 17:30 Can Coldcard hack victims get their money back 19:58 Are white hat actors trying to save people's Bitcoin? 21:12 How to prove the Bitcoin is yours 22:44 Are all Coldcard wallets vulnerable? 27:49 How could this security flaw go unnoticed for 5 years? 30:35 Could Coldcard have warned people about the bug? 32:54 What is the Red Team? How are they helping 39:48 Could other devices be vulnerable? 45:08 What victims should do right now 49:30 Response to BIP 110 chain split
55:09

Most of the stolen bitcoins haven't moved. Alex Thorn, Alex Thorn, traced all the Coldcard attacker waves and can tell you where the coins are sitting and what the hackers might do next. The latest on the seed hack, Red Team, and his reaction to BIP 110's fork. TIMESTAMPS: 00:00 Trailer and Intro 2:00 Was the Coldcard one attack or several? 6:51 How many wallet addresses have been swept? 8:50 One attacker started, then copycats jumped in 10:05 Where's the stolen Bitcoin now? 13:04 What will the hackers do - coin mixing and coin joins? 15:24 Some hackers are using casinos to launder the stolen Bitcoin 17:30 Can Coldcard hack victims get their money back 19:58 Are white hat actors trying to save people's Bitcoin? 21:12 How to prove the Bitcoin is yours 22:44 Are all Coldcard wallets vulnerable? 27:49 How could this security flaw go unnoticed for 5 years? 30:35 Could Coldcard have warned people about the bug? 32:54 What is the Red Team? How are they helping 39:48 Could other devices be vulnerable? 45:08 What victims should do right now 49:30 Response to BIP 110 chain split

Natalie Brunell ⚡️

139,868 次观看 • 24 天前

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms
58:23

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

284,672 次观看 • 13 天前

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More
1:20:01

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More

The Wolf Of All Streets

215,837 次观看 • 1 个月前

I really enjoyed my first interview with Jordi Visser. We touch on a lot of topics, including Bitcoin’s price, his viral btc “IPO moment” newsletter, AI shockwaves, capitalism’s breaking point and more. Let us know what you think! TIMESTAMPS: 00:00 Jordi Visser's “Bitcoin IPO Moment” 3:22 Bitcoin price fluctuation 6:24 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 8:06 Bitcoin narrative, OG selling matters 12:47 How to invest in AI 15:09 AI’s impact on jobs 19:28 K-shaped economy, wealth concentration 22:52 Retail vs institutional demand, global bitcoin adoption 27:02 Bitcoin vs gold 30:30 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 32:14 Bitcoin’s moat 34:16 Jordi’s Bitcoin backstory 38:05 Michael Saylor’s influence, MSTR 40:57 Why Bitcoin will squeeze higher 44:15 Inflation pressures, AI-driven deflation 46:56 Housing prices 49:20 Technology, privacy, behavior shifts 52:43 Political polarization, social tensions 55:51 Generational lessons
1:02:58

I really enjoyed my first interview with Jordi Visser. We touch on a lot of topics, including Bitcoin’s price, his viral btc “IPO moment” newsletter, AI shockwaves, capitalism’s breaking point and more. Let us know what you think! TIMESTAMPS: 00:00 Jordi Visser's “Bitcoin IPO Moment” 3:22 Bitcoin price fluctuation 6:24 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 8:06 Bitcoin narrative, OG selling matters 12:47 How to invest in AI 15:09 AI’s impact on jobs 19:28 K-shaped economy, wealth concentration 22:52 Retail vs institutional demand, global bitcoin adoption 27:02 Bitcoin vs gold 30:30 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 32:14 Bitcoin’s moat 34:16 Jordi’s Bitcoin backstory 38:05 Michael Saylor’s influence, MSTR 40:57 Why Bitcoin will squeeze higher 44:15 Inflation pressures, AI-driven deflation 46:56 Housing prices 49:20 Technology, privacy, behavior shifts 52:43 Political polarization, social tensions 55:51 Generational lessons

Natalie Brunell ⚡️

202,107 次观看 • 9 个月前

An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house
1:03:23

An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house

Natalie Brunell ⚡️

444,325 次观看 • 9 个月前

I Spent 15,000 Hours Trying to KILL Bitcoin | Jeff Booth ⚡️ 00:00 Jeff Booth's Core Thesis Hasn't Changed 03:18 Why Free Markets Are Naturally Deflationary 06:23 Why Current System Can't Survive Deflation 11:19 AI Is Accelerating the Shift Toward Abundance 14:42 Why Bitcoin Is the Exit From the Current System 17:02 Bitcoin's Bear Market, Coldcard Exploit & BIP-110 25:15 Bitcoin's Base Layer Should Stay Narrow 27:19 Is Bitcoin Still Decentralized and Secure? 34:31 The Problem With Bitcoin Treasury Companies 36:20 Why Bitcoin Yield Could Be a Trap 38:09 Building a New Financial System Around Bitcoin 43:36 How Orange Juice Uses Cash Flow to Buy Bitcoin 45:30 What Happens to Bitcoin Treasury Companies? 48:37 The Hidden Risk of Leverage Around Bitcoin 56:17 What a System Based on Truth Looks Like 57:31 How Bitcoin Adoption Happens From Here 58:12 Why Bitcoin Adoption Will Be Messy 59:09 Moving Your Time and Energy Into Bitcoin 1:01:36 Why Bitcoin's Privacy Problem Is Being Solved 1:01:57 Final Thoughts
1:03:39

I Spent 15,000 Hours Trying to KILL Bitcoin | Jeff Booth ⚡️ 00:00 Jeff Booth's Core Thesis Hasn't Changed 03:18 Why Free Markets Are Naturally Deflationary 06:23 Why Current System Can't Survive Deflation 11:19 AI Is Accelerating the Shift Toward Abundance 14:42 Why Bitcoin Is the Exit From the Current System 17:02 Bitcoin's Bear Market, Coldcard Exploit & BIP-110 25:15 Bitcoin's Base Layer Should Stay Narrow 27:19 Is Bitcoin Still Decentralized and Secure? 34:31 The Problem With Bitcoin Treasury Companies 36:20 Why Bitcoin Yield Could Be a Trap 38:09 Building a New Financial System Around Bitcoin 43:36 How Orange Juice Uses Cash Flow to Buy Bitcoin 45:30 What Happens to Bitcoin Treasury Companies? 48:37 The Hidden Risk of Leverage Around Bitcoin 56:17 What a System Based on Truth Looks Like 57:31 How Bitcoin Adoption Happens From Here 58:12 Why Bitcoin Adoption Will Be Messy 59:09 Moving Your Time and Energy Into Bitcoin 1:01:36 Why Bitcoin's Privacy Problem Is Being Solved 1:01:57 Final Thoughts

The Wolf Of All Streets

167,461 次观看 • 19 天前

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. 👇
26:39

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 次观看 • 4 天前

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
57:28

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

Natalie Brunell ⚡️

116,362 次观看 • 2 个月前

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
38:38

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 次观看 • 1 个月前

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 次观看 • 23 天前

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 次观看 • 9 个月前