Read_914 - Ark and the train analogy
Is ARK the missing piece that lets Bitcoin scale without sacrificing sovereignty? Or is it just a confusing mess that you can't make sense of? Hopefully this episode helps as I unpack Paco VM’s brilli...
11 Nov 202543min
Read_913 - The Quantum Threat to Bitcoin [HRF]
I dive into the Human Rights Foundation’s look at Bitcoin’s quantum vulnerability - what’s real, what’s hype, and what would it take to truly secure the network. Then I unpack the social and technical...
8 Nov 202557min
Roundtable_014 - Soft Forks and Censorship
Grab your drink and pull up a chair - it’s another Bitcoin Roundtable with Simple Steve, Bitcoin Mechanic, and my brother Jeff Swann. This time we’re diving into the chaos around soft forks, censorshi...
5 Nov 20252h 5min
Read_912 - Bitcoin's Silent IPO
"They’re passing the torch. And the torch is being received by entities who care less about ideology and more about returns. BlackRock doesn’t care about “being your own bank.” They care about portfol...
4 Nov 20251h 3min
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
