BITCOIN & THE MONETARY REVOLUTION w/ Josh Hendrickson & William Luther
Josh Hendrickson is a professor of economics and Chair of the Department of Economics at the University of Mississippi, William Luther is an associate professor of economics at Florida Atlantic University and a senior fellow at the Bitcoin Policy Institute. In this episode, we discuss why many mainstream economists misunderstand Bitcoin and why monetary economists remain skeptical, the flaws of modern economics and the dominance of naive empiricism. We also get into Gresham’s Law, the potential for a Bitcoin standard, the sustainability of fiat money, and whether we need central banks. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ CASA: https://casa.io/ LEDGER: https://www.ledger.com/ FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Josh Hendrickson: https://x.com/RebelEconProf William Luther: https://x.com/WilliamJLutherÂ
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1:42:44
NATION STATE BITCOIN MINING w/ Daniel Batten
Daniel Batten is a Bitcoin environmental analyst and investor focused on mining and sustainable energy. In this episode, we break down why this cycle is different, with sovereign funds, pension funds, and miners driving demand. We discuss landfill gas-powered mining, methane mitigation, and how Bitcoin turns stranded energy into an asset. We also get into the collapse of environmental FUD, the shift in institutional investment, and why Bitcoin’s volatility cycles are smoothing out. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/ CASA: https://casa.io/ LEDGER: https://www.ledger.com/Â
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1:18:18
THE BITCOIN SHAKEOUT w/ Checkmate
Checkmate is an on-chain analyst and founder of Checkonchain. In this episode, we break down the recent Bitcoin correction, what’s driving sentiment, and whether this is just a shakeout. We discuss the role of long-term holders in market cycles, how ETFs are reshaping Bitcoin’s liquidity flows, and why Bitcoin dominance has caught many off guard. We also get into the macro forces influencing Bitcoin’s price action and explore how its market structure mirrors natural systems like earthquakes. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/Â
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THE MONEY PRINTER IS COMING w/ James Lavish
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. In this episode, we discuss global liquidity cycles, the role of the Federal Reserve in managing market liquidity, and the implications of U.S. deficit spending. We also get into Bitcoin’s correlation with liquidity cycles, the potential for Bitcoin-backed bonds, whether Bitcoin will eventually break free from its perception as a risk asset and what incoming QE could mean for Bitcoin’s price. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/Â
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BITCOIN BONDS & THE FIAT PONZI w/ Preston Pysh & Nico Lechuga
Preston Pysh is an investor, GP at Ego Death Capital and host of The Investor’s Podcast & Nico Lechuga is Founding Partner at Ego Death Capital. In this episode, we discuss Bitcoin-backed bonds, the role of Bitcoin in corporate finance, and whether the U.S. or nation-states will adopt Bitcoin as a strategic reserve. We also get into game theory behind sovereign wealth funds, companies following MicroStrategy’s playbook, and the broader implications of financial markets being forced to adapt to Bitcoin as well as the impact of U.S. deficit spending, whether fiscal austerity is even possible under a fiat system, and what Bitcoin's rise means for global monetary policy. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/Â
USA