PODCAST

What Bitcoin Did

Danny Knowles

What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.

technology investing

All Episodes

01:22:35

THE STRATEGIC BITCOIN RESERVE IS HERE w/ American...

What Bitcoin Did ·

2025/03/08

Matthew Pines is a national security consultant and a Fellow at the Bitcoin Policy Institute. American HODL is an OG Bitcoiner. In this episode, we discuss the Strategic Bitcoin Reserve, the geopolitical game theory behind nation-states accumulating Bitcoin and the details of the executive order. We also get into the implications for monetary policy, how this shifts incentives for developers, and whether this signals the beginning of a global Bitcoin arms race. MASSIVE THANKS TO OUR SPONSORS:

01:42:44

BITCOIN & THE MONETARY REVOLUTION w/ Josh Hendrickson...

What Bitcoin Did ·

2025/03/06

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

01:18:18

NATION STATE BITCOIN MINING w/ Daniel Batten

What Bitcoin Did ·

2025/03/04

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

56:13

THE BITCOIN SHAKEOUT w/ Checkmate

What Bitcoin Did ·

2025/02/27

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

01:16:00

THE MONEY PRINTER IS COMING w/ James Lavish

What Bitcoin Did ·

2025/02/24

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

01:15:16

BITCOIN BONDS & THE FIAT PONZI w/ Preston Pysh & Nico...

What Bitcoin Did ·

2025/02/21

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

01:24:24

BITCOIN PRICE, ADOPTION, MSTR & NATION STATES w/ Eric...

What Bitcoin Did ·

2025/02/19

Eric Yakes is the author of The 7th Property and Managing Partner at Epoch, a Bitcoin venture firm. In this episode, we discuss Bitcoin adoption trends, the role of ETFs and institutional buyers, and whether nation-states will adopt Bitcoin as a reserve asset and the rise of Bitcoin-backed corporate finance. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

01:23:22

THE FUTURE OF BITCOIN CUSTODY w/ Becca Rubenfeld

What Bitcoin Did ·

2025/02/18

Becca Rubenfeld is the co-founder and COO of Anchor Watch. In this episode, we discuss Becca’s journey from corporate America to Bitcoin, Anchor Watch’s Trident Vault, the role of MiniScript in securing Bitcoin, the role of Lloyd’s of London, and why insured custody is the future. We also get into the challenges of startup life, raising money in a bear market, and what it takes to insure all the Bitcoin. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd

01:37:59

DEBATE: CAN BITCOIN RESIST THE STATE? w/ Alex...

What Bitcoin Did ·

2025/02/14

Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and Fictitious Capital is a writer and researcher. In this episode, Alex and Fictitious Capital discuss Bitcoin's potential to challenge the current global financial order. They debate the feasibility of a Strategic Bitcoin Reserve, the implications for U.S. financial dominance, and whether Bitcoin adoption can truly constrain state power. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/

01:33:36

TRUMP, INSTITUTIONS & BITCOIN DOMINANCE w/ Alex Thorn

What Bitcoin Did ·

2025/02/12

Alex Thorn is the Head of Research at Galaxy Digital. In this episode, we discuss the growing institutional adoption of Bitcoin, the role of the U.S. government, whether a strategic Bitcoin reserve is on the table and Trump's Policies on Bitcoin. We a also get into the end of Operation Choke Point 2.0, Bitcoin’s current cycle, the role of ETFs, and why Bitcoin not crypto. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/

01:05:05

IS THE BITCOIN BULL MARKET OVER? W/ Rational Root

What Bitcoin Did ·

2025/02/06

Rational Root is a Bitcoin on-chain & cycle analyst. In this episode, we discuss the current state of the Bitcoin market, why institutional adoption remains in its early stages, and how on-chain metrics suggest there’s still room for upside. We also get into the impact of Trump's policies, why Bitcoin is still considered a risk asset, the role of ETFs and the likelihood of a Bitcoin strategic reserve, and Root’s outlook for the rest of the cycle. MASSIVE THANKS TO OUR SPONSORS:

01:08:45

SHOULD BITCOIN OSSIFY? W/ Jameson Lopp

What Bitcoin Did ·

2025/02/04

Jameson Lopp is the co-founder of Casa, and a long-time Bitcoin security expert. In this episode, we discuss the state of Bitcoin self-custody, the growing threat of physical attacks on Bitcoiners, and why UX remains a major barrier to adoption. We also get into the ossification debate, whether Bitcoin development is stalling, and how institutional adoption could impact Bitcoin’s ability to upgrade. Finally, we explore inheritance planning, decoy wallets, on-chain privacy, and whether Bitcoin could

01:10:49

WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE...

What Bitcoin Did ·

2025/01/31

Jeff Walton is a financial analyst and a former reinsurance broker with a focus on MicroStrategy. In this episode, we discuss MicroStrategy’s Bitcoin playbook, the impact of FASB fair value accounting, and how MSTR are using convertible debt and equity issuances. We also get into the risks of leverage, the potential for MicroStrategy to become the most valuable company in the world, and whether corporations will follow its Bitcoin strategy. MASSIVE THANKS TO OUR SPONSORS:

49:59

SELF CUSTODY, SECURITY, & THE QUANTUM THREAT TO...

What Bitcoin Did ·

2025/01/28

Alex Leishman is the CEO & CTO of River. In this episode, we discuss the nuances of self-custody versus custodial solutions, the challenges of securing Bitcoin, and the trade-offs between decentralisation and scalability. We also get into the quantum threat to Bitcoin, scaling self-custody and the implications of protocol changes in Bitcoin’s future. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ LEDGER: https://www.ledger.com/

01:23:26

THE BITCOIN TROJAN HORSE W/ ERIK CASON

What Bitcoin Did ·

2025/01/24

Erik Cason is a Bitcoin OG and author of Crypto Sovereignty. In this episode, we discuss the philosophy of Bitcoin, it's role in preserving freedom and resisting censorship, its parallels to historical moments of change, and its potential to reshape societal structures. We also get into its connection with cryptography and tools like Nostr, and why he believes Bitcoin represents a shift in the balance of power. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd

01:05:48

TRUMP, INFLATION, MSTR & BITCOIN w/ Lyn Alden

What Bitcoin Did ·

2025/01/21

Lyn Alden is a macro analyst, investment strategist and the author of Broken Money. In this episode, we discuss the impact of fiscal policy on inflation, the Federal Reserve's constraints under fiscal dominance, and the role of tariffs in shaping the economic landscape. We also get into a Strategic Bitcoin Reserve, and what Donald Trump’s Administration will mean for Bitcoin. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/

01:26:34

DID THE US GOVERNMENT CREATE BITCOIN? W/ Mark Goodwin

What Bitcoin Did ·

2025/01/17

Mark is the former editor in chief of Bitcoin Magazine and the author of The Bitcoin-Dollar: An Economic Monomyth. In this episode, we discuss the evolution of the Bitcoin-dollar thesis, Tether, and Bitcoin as a tool for challenging state power. We also get into the Strategic Bitcoin Reserve, if Bitcoin was created by intelligence agencies, and Mark's latest article, The Evolution of the Militarized Data Broker. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/

01:05:13

PREPARING FOR $475K BITCOIN w/ Dr. Jeff Ross

What Bitcoin Did ·

2025/01/15

Jeff Ross is a macroeconomist, bitcoiner and Founder & CEO of Vailshire Capital Management. In this episode, we discuss global liquidity cycles and its impact on Bitcoin price movements, predictions for Bitcoin in 2025, and the potential for nation-state adoption. We also get intothe Federal Reserve’s monetary policy, the challenges of global stagflation, and why Jeff chose to go “Nostr-only”. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd

01:19:15

INFLATION, THE FED & BITCOIN w/ Lawrence Lepard

What Bitcoin Did ·

2025/01/10

Lawrence Lepard is an investment manager and author of upcoming book The Big Print, which covers the broken monetary system and how Bitcoin fixes this. In this episode, we discuss the Federal Reserve’s role in economic inequality, the effects of inflation, and how unsound monetary policies have led to repeated financial crises. We also get into Bitcoin as a solution, its impact on the traditional banking system, and how it empowers individuals. MASSIVE THANKS TO OUR SPONSORS:

01:16:08

CBDCs, BITCOIN & CHINA w/ Roger Huang

What Bitcoin Did ·

2025/01/08

Roger Huang is the author of Would Mao Hold Bitcoin? And an expert on the intersection of Bitcoin and China. In this episode, we discuss China's economic turmoil, the implications of the property bubble collapse, and how deflation is shaping the nation's future. We also get into Bitcoin's role in China, the government's mining ban, the legal and cultural dynamics of Bitcoin adoption under authoritarian control, the CCP's strategic approach to CBDCs and the geopolitical game surrounding Bitcoin

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What Bitcoin Did

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