What Bitcoin Did

42:18

EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained |...

What Bitcoin Did ·

2026/07/31

“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 exposed Bitcoin held in wallets generated on affected firmware. A firmware change introduced in 2021 prevented Coldcard devices from generating the level of randomness users believed they were getting. The result is that attackers may be able to reconstruct seed phrases and drain wallets, even when the device was air-gapped and the seed

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104:44

Jack Mallers: Why I Left Twenty One

What Bitcoin Did ·

2026/07/30

“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 first interview since stepping down as CEO of Twenty One Capital. Jack explains why he walked away from the Bitcoin treasury company he built with Tether and took public on the New York Stock Exchange. We discuss where his vision began to diverge from the board’s, why merging Strike into Twenty One was never part of the original plan, and

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69:51

Bringing Back The Bitcoin Bull Market | Cory Klippsten

What Bitcoin Did ·

2026/07/28

“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 bull market failed to deliver, why institutional adoption created weak hands rather than conviction, and why the next major move depends on bringing a new wave of people into Bitcoin. In this episode, we discuss Swan’s campaign to bring the energy back to Bitcoin, the return of Café Bitcoin, 50 Days for Freedom and lower buying fees. Cory

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117:14

The Bitcoin Bear Market Is a Survival Test | Matt Odell

What Bitcoin Did ·

2026/07/25

“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 have not changed, and why he has never been more bullish on Bitcoin. In this episode, we discuss Jack Mallers stepping down from XXI, the risks of Bitcoin treasury companies, and why profitable businesses should save in Bitcoin rather than make financial engineering the product. We also get into Nostr’s failure to replace X, the continued need

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65:17

Global Liquidity Has Peaked: What Happens to Bitcoin?...

What Bitcoin Did ·

2026/07/22

“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 Bitcoin, gold and global markets. Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He warns that tighter liquidity could create further downside before the next major monetary expansion begins. We get into the five-to-six-year debt refinancing cycle, why central banks are ultimately

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79:26

Why MSTR Will Underperform Bitcoin | Parker Lewis

What Bitcoin Did ·

2026/07/17

"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 Bitcoin." Parker Lewis is back on the show to explain why Bitcoin treasury companies such as Strategy (MSTR) may underperform Bitcoin, and why the digital capital narrative gets Bitcoin wrong. Parker argues that investors buying treasury company stocks are often paying a premium to take on more risk: leverage, dilution, corporate expenses,

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78:36

The Next 10 Years Will Decide Bitcoin’s Future |...

What Bitcoin Did ·

2026/07/15

“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.” Brandon Quittem is back on the show to get into whether Bitcoin can survive its transition from a countercultural movement into a global financial asset without losing the qualities that make it revolutionary. We discuss the growing concentration of bitcoin in custodians and ETFs, the threat of paper Bitcoin, the importance of protecting

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100:44

Is The Bitcoin Power Law Broken? | Matthew Mezinskis

What Bitcoin Did ·

2026/07/10

“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 Voices and one of the leading voices on Bitcoin's power law and global money supply data. In this episode, we get into whether the Bitcoin power law has finally broken, why the four-year cycle still appears intact, and what the data suggests about the current market and a possible $500,000 Bitcoin in 2029. We also explore the coming

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63:50

Is The Fed Lying About Inflation? | James Lavish

What Bitcoin Did ·

2026/07/08

"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 newsletter. In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures inflation. We get into the inflation task force, the trimmed mean PCE, why the 2% target was always arbitrary, and how the balance sheet is quietly expanding through treasury buybacks and QE light. We

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64:58

Has Bitcoin Lost Its Narrative? | Fernando Nikolic

What Bitcoin Did ·

2026/07/03

“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, we get into whether Bitcoin has lost its narrative, why Michael Saylor’s messaging has changed, and how narratives can move markets. Fernando breaks down the shift from Saylor’s early Bitcoin maximalist language to the more recent focus on credit, derivatives and Strategy as a financial product. We also get into whether Bitcoin’s rebel

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69:38

The Final Stage Of The Bitcoin Bear Market | Joe...

What Bitcoin Did ·

2026/07/01

“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 on the show to break down why he thinks the Bitcoin bottom may be closer than many people expect, why $50k is the key level to watch, and why October or November could mark the final low before Bitcoin begins moving into its next bull market. We discuss: – Bitcoin below $60k – Whether the four-year cycle is still alive – The role

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154:30

The Dollar Changed. Bitcoin Is the Endgame | Matt Dines

What Bitcoin Did ·

2026/06/26

“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 believes the dollar system has already changed and why Bitcoin may be the endgame. For decades, global markets have been built around the offshore dollar system: LIBOR, Fed backstops, QE, ZIRP and the assumption that every crisis ends with more liquidity. But Matt argues that world is being replaced by something very different: a Treasury-led

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63:42

Is Michael Saylor Trapped? STRC Explained | Adam...

What Bitcoin Did ·

2026/06/24

“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 and STRC as the preferred stock trades at $88, well below its $100 par value. Is STRC broken, or is the market mispricing Strategy’s credit risk? Adam explains how STRC works, why its yield has climbed above 13%, whether it can recover to par, and what Strategy’s capital structure means for MSTR shareholders. We also get into dilution,

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76:22

The Fed Is Trapped: Why Double-Digit Inflation Is...

What Bitcoin Did ·

2026/06/22

“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 to explain why the Fed is trapped between persistent inflation, an accelerating sovereign debt crisis and a financial system that cannot withstand genuinely tight monetary policy. Lawrence breaks down the Fed’s retreat from forward guidance, why its new playbook gives policymakers cover to change course without warning, and why he

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139:37

The Hidden Battle for Global Power | Simon Dixon

What Bitcoin Did ·

2026/06/19

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74:02

The Dollar Endgame Is Not What You Think | Peruvian Bull

What Bitcoin Did ·

2026/06/17

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64:38

The Best Bitcoin Buying Opportunity In History |...

What Bitcoin Did ·

2026/06/12

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91:45

How The State Makes Us Poorer | Max Hillebrand

What Bitcoin Did ·

2026/06/10

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71:50

Why BIP110 Won’t Change Bitcoin | Mr Hodl & Wicked

What Bitcoin Did ·

2026/06/04

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101:41

The Bitcoin Credit Gold Rush | Jeff Walton

What Bitcoin Did ·

2026/05/29

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