Shows / What Bitcoin Did
What Bitcoin Did
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
Episodes
What Bitcoin DidWhy Bitcoin Could Hit $500K in 2029 | James Lavish
“You have inflation, you better own assets.” James Lavish returns to discuss why America’s $40 trillion debt problem limits the Fed’s ability to fight…
What Bitcoin DidBitcoin Will Eat the World’s Biggest Asset | Leon Wankum
“Your house isn’t getting more valuable. Your dollar’s becoming worthless.” Leon Wankum, real estate developer and author of Digital Real Estate, joins me to…
What Bitcoin DidIs Bitcoin Losing Its Miners to AI? | Nacho Pauls
“Our vision was one, his vision was different. Why would he stay?” Nacho Pauls, Chief Commercial Officer at OCEAN, joins me to discuss why Luke Dashjr and…
What Bitcoin DidThe Fight to Defend Bitcoin From AI | Rob Hamilton
"This doesn’t stop, it accelerates from here." Rob Hamilton returns to discuss the AI attacks on Bitcoin, the fallout from the Coldcard hack and the volunteers…
What Bitcoin DidThe Debt Crisis Bitcoiners Aren’t Ready For | Avik Roy
“The people who bet right by being early to Bitcoin are the ones who get blamed.” Avik Roy returns to discuss why he believes America’s debt crisis is far…
What Bitcoin DidBitcoin’s Next Rally Could Break the Cycle | Eric Yakes
“The worst thing is to not own any of it.” Eric Yakes returns to discuss why he believes Bitcoin’s four-year cycle is breaking, why diminishing returns may not…
What Bitcoin DidWhy AI Needs Bitcoin to Survive | Dhruv Bansal
“Bitcoin feels alive, but not intelligent. And AI feels intelligent, but not alive.” Dhruv Bansal joins to discuss why AI may need Bitcoin to survive, why…
What Bitcoin DidOperation Choke Point 2.0: The Fall of Silvergate | Alan Lane
“We experienced, as a percentage of deposits, the biggest bank run in history.” Alan Lane joins to discuss the fall of Silvergate, the bank run that followed…
What Bitcoin DidThe Macro Shift That Could Send Bitcoin to $500K | Matt Cole
“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes…
What Bitcoin DidHow AI Could Take Bitcoin to $1 Million | Jordi Visser
“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth…
What Bitcoin DidAmerica’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan
“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running…
What Bitcoin DidThe Biggest Lie in Economics | Peter St Onge
“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is…
What Bitcoin DidCapitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason
“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism…
What Bitcoin DidAI Came for Bitcoin First | Jameson Lopp
"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of…
What Bitcoin DidCan AI Actually Grow America Out of Its Debt? | Jeff Ross
“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity…
What Bitcoin DidThe US Is Long-Term Insolvent | Lyn Alden
“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the…
What Bitcoin DidBitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia
“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the…
What Bitcoin DidThe Everything Rally Is About to Begin | Joe Carlasare
“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of…
What Bitcoin DidBitcoin Will Never Have Another 80% Crash | Eric Yakes
“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown…
What Bitcoin DidThe Plan to Put Bitcoin in Every Conversation | Seth For Privacy
“Your conversations and your money should not have to live in totally separate places.” Seth for Privacy is the COO of Cake Wallet and Radar, a…
What Bitcoin DidThe Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow
“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” Frostsnap’s…
What Bitcoin DidBitcoin Is Running Out Of Sellers | Checkmate
“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” Checkmate is a Bitcoin analyst and founder of Checkonchain. In…
What Bitcoin DidBitcoin vs Wall Street | American HODL, Junseth & Erik Cason
“We’ve already fucking won.” Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But…
What Bitcoin DidAI Is About to Split Society in Two | Zack Shapiro
“The people who are truly productive are going to be on a rocket ship.” AI is about to split society in two: those who learn to command it and those whose…
What Bitcoin DidThe $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo
“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed…
What Bitcoin DidThe Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar
“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already…
What Bitcoin DidThe Most Bullish Thing About Bitcoin | Alex Thorn
“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at…
What Bitcoin DidThe Fed Can’t Let the AI Bubble Burst | Luke Gromen
“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have…
What Bitcoin DidEMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton
“This is as code red as it can get for Bitcoin self-custody.” Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has…
What Bitcoin DidJack Mallers: Why I Left Twenty One
“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” Jack Mallers is back on the show for his…
What Bitcoin DidBringing Back The Bitcoin Bull Market | Cory Klippsten
“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” Cory Klippsten is back on the show to explain why Bitcoin’s last…
What Bitcoin DidThe Bitcoin Bear Market Is a Survival Test | Matt Odell
“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals…
What Bitcoin DidGlobal Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
“Cycles have no respect for trends.” Michael Howell is on the show to explain why global liquidity, not Bitcoin’s four-year cycle, is the force driving…
What Bitcoin DidWhy MSTR Will Underperform Bitcoin | Parker Lewis
"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get less…
What Bitcoin DidThe Next 10 Years Will Decide Bitcoin’s Future | Brandon Quittem
“In my opinion, not just Bitcoin, but the direction of society for our lifetimes and our kids’ lifetimes will be decided in the next five to ten years.”…
What Bitcoin DidIs The Bitcoin Power Law Broken? | Matthew Mezinskis
“I think in ten years, the financial system and the Bitcoin system are going to collide.” Matthew Mezinskis is a macroeconomic researcher, host of Crypto…
What Bitcoin DidIs The Fed Lying About Inflation? | James Lavish
"They will allow inflation to run hotter than they'll admit to." James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist…
What Bitcoin DidHas Bitcoin Lost Its Narrative? | Fernando Nikolic
“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.” Fernando Nikolic is the founder of Perception. In this episode…
What Bitcoin DidThe Final Stage Of The Bitcoin Bear Market | Joe Consorti
“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.” Joe Consorti is back…
What Bitcoin DidThe Dollar Changed. Bitcoin Is the Endgame | Matt Dines
“The game has changed, it’s very clear.” Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into why he…
What Bitcoin DidIs Michael Saylor Trapped? STRC Explained | Adam Livingston
“The market is trying to find a villain right now—and Saylor is that guy.” Adam Livingston explains the pressure building around Michael Saylor, MicroStrategy…
What Bitcoin DidThe Fed Is Trapped: Why Double-Digit Inflation Is Inevitable | Lawrence Lepard
“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.” In this episode, Lawrence Lepard is back on the show…
What Bitcoin DidThe Hidden Battle for Global Power | Simon Dixon
“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agenda.” Simon…
What Bitcoin DidThe Dollar Endgame Is Not What You Think | Peruvian Bull
“The dollar endgame is still in play, but it’s going to play out much differently than most people think.” Peruvian Bull, is a macro analyst and the author of…
What Bitcoin DidThe Best Bitcoin Buying Opportunity In History | Peter Dunworth
I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable." Peter Dunworth is the co-founder of The Bitcoin Adviser…
What Bitcoin DidHow The State Makes Us Poorer | Max Hillebrand
"We are taught that the state builds our economy, but the reality is that every act of intervention is an act of wealth destruction." Max Hillebrand joins the…
What Bitcoin DidWhy BIP110 Won’t Change Bitcoin | Mr Hodl & Wicked
“In the end, it’s the economic majority of users who decide what Bitcoin is.” Wicked and MrHodl join the show to break down why BIP110 won’t change Bitcoin. We…
What Bitcoin DidThe Bitcoin Credit Gold Rush | Jeff Walton
“We are in the digital gold rush to acquire as much Bitcoin as humanly possible.” Jeff Walton joins the show to break down the rise of Bitcoin-backed credit…
What Bitcoin DidWho Really Controls Bitcoin? | Bitcoin Mechanic
“Whoever blinks first wins.” Mechanic joins me to discuss the controversial BIP110 proposal, the fight over spam and inscriptions, and whether Bitcoin users…
What Bitcoin DidArthur Hayes: The Bitcoin Liquidity Wave Is Here
“Trust the process. The money will be printed.” Arthur Hayes returns to the show to explain why he believes the Bitcoin bull market is back on, and why the…
What Bitcoin DidBitcoin’s Bull Market Is Back | Checkmate
“We’re in an era where the monetary system is changing. The world is going to look very different on the other side of this thing.” Checkmate is back on the…
What Bitcoin DidBitcoin’s Parallel Economy Is Starting | Brian De Mint
“The alpha is still in Bitcoin. But it’s just by treating Bitcoin as money.” Brian De Mint is the head of marketing for Club Orange, a real-world social…
What Bitcoin DidThe Bitcoin Treasury Machine | Harry Sudock & Rory Murray
Harry Sudock and Rory Murray from CleanSpark join the show to explain how Bitcoin miners are building entirely new treasury strategy around Bitcoin. Instead of…
What Bitcoin DidThe Future of Owning Bitcoin | Jonathan Pollock
Jonathan Pollock is Product Lead for Bitkey. In this episode, we get into wrench attacks, why physical coercion is a structural weakness of private key…
What Bitcoin DidJack Mallers | Wall Street Is Rebuilding Around Bitcoin
“Bitcoin can change the world because the world can’t change Bitcoin.” Jack Mallers is back on the show to break down his vision for 21, Strike, and the next…
What Bitcoin DidThe Biggest Lie in Economics | Allen Farrington & Sacha Meyers
“If your system can’t survive without inflation, the problem isn’t deflation.” Allen Farrington and Sacha Meyers return to the show to break down one of the…
What Bitcoin DidThe Financial System Is Moving to Bitcoin | David Marcus
“Money on the internet is still broken.” David Marcus returns to the show to break down why moving money globally is still slow, fragmented, and expensive and…
What Bitcoin DidCan Bitcoin Save The West? | American HODL & Peter McCormack
“There’s a reality here that you guys are all asleep to… we are the only alternative path.” American HODL & Peter McCormack join the show to break down the…
What Bitcoin DidAI Is Coming for Bitcoin’s Energy | Michael Dunworth
“Bitcoin has a chance of losing the energy conversation.” Michael Dunworth joins the show to break down what happens when AI and Bitcoin collide over the…
What Bitcoin DidShould Satoshi’s Coins Be Frozen? | Rob Hamilton
“Bitcoin’s values are easy to defend until they become inconvenient.” Rob Hamilton returns to the show to get into Bitcoin as a hero’s journey, and why its…