Chat_149 - We're Not the Main Characters with Aleks Svetski
"The necessity for guys to be around other good guys and girls to be around other good girls… we had that really well structured all throughout history. We fucked it all up over the last of the last h...
31 Okt 20252h 12min
Read_911 - Bitcoin TreasuryCos: Lessons From The 1929 Crash (Speculative Attack! Part III)
“Live by the mNAV, Die by the mNAV”. What happens when financial alchemy meets the hardest money in history? In this episode, we explore how Bitcoin treasury companies may be repeating the speculative...
29 Okt 20251h 8min
Read_910 - Bitcoin TreasuryCos & The Roaring 20s (Speculative Attack! Part II)
"In 1929, one of its largest holdings was the Shenandoah Corporation. Another closed-end fund, organized by Goldman Sachs… that became a large investor in its stock. All these funds traded at Premia. ...
28 Okt 202552min
Read_909 - Bitcoin Treasury Companies (Speculative Attack! Part I)
"What distinguishes this speculative attack from its Weimar predecessor is that now - thanks to Bitcoin, Bitcoin Treasuries, Money Printer Go Brrr memes, and social media - it is nearly impossible for...
24 Okt 202557min
Chat_148 - It Doesn’t Pass the Smell Test with Jimmy Song
"If you have this disconnect between Core devs that value one thing and the users that value something else, something's got to give at some point, right? Either you get developers that are more in li...
22 Okt 20251h 56min
Read_908 - The Utility of Bitcoin
"Payments are the camcorders of our age, the next technology whose time has passed. The new age that is just beginning will feel qualitatively different, like the moment Dorothy steps out of her black...
20 Okt 202557min
Chat_147 - Insuring the Uninsurable with Rob Hamilton
"One of the founding tenets of anarcho-capitalism [is] that in a world without a government, you would have insurance contracts as the means for negotiating, disputing things. This actually goes into ...
15 Okt 20251h 57min
Read_907 - Why Bitcoin is Freedom Money
In this episode, I read and explore “Why Bitcoin is Freedom Money” by the Human Rights Foundation, written by Alex Gladstein - a powerful look at how Bitcoin is quietly reshaping the fight for human r...
13 Okt 202556min
