What Bitcoin Did

99:01

The Macro Shift That Could Send Bitcoin to $500K |...

What Bitcoin Did ·

2026/10/05

“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes America’s debt crisis leaves the government with few good options, how rising bond yields could force the Treasury and Fed to intervene, and why a weaker dollar could fuel Bitcoin’s next bull market. We also get into why AI could create abundance without generating enough tax revenue to fix the debt problem, his case for $500K Bitcoin by

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79:41

How AI Could Take Bitcoin to $1 Million | Jordi Visser

What Bitcoin Did ·

2026/09/30

“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth, weaken the investment appeal of stocks and real estate, and create a new bull case for Bitcoin. He explains why wealthy investors haven’t needed Bitcoin yet, and how AI’s deflationary effects could change that. We also get into whether AI is a bubble, how agents and tokenization could transform finance, and why Big Tech may struggle to

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73:05

America’s Debt Problem Is Bitcoin’s Bull Case | Andy...

What Bitcoin Did ·

2026/09/28

“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case for Bitcoin. We also get into how institutions decide whether to own Bitcoin, why its volatility and weak correlation with gold keep Andy on the sidelines, and whether a US debt collapse is inevitable

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71:45

The Biggest Lie in Economics | Peter St Onge

What Bitcoin Did ·

2026/09/24

“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wealth from savers to governments and Wall Street, and why technological progress should be making life cheaper. We also get into Austrian economics, his argument that the Fed causes the recessions it then tries to fix, and America’s growing debt problem. Peter explains why he thinks the AI bubble still

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71:04

Capitalism Is Dead: The Rise of the AI Surveillance...

What Bitcoin Did ·

2026/09/22

“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as holding your own Bitcoin. We also get into AI dependence, his warning of a “digital 9/11”, the competition between Chinese open models and American AI companies, and the personal AI system he’s building

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75:54

AI Came for Bitcoin First | Jameson Lopp

What Bitcoin Did ·

2026/09/15

"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.”Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries. We also get into hardware wallets, multisig and protecting life-changing

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64:41

Can AI Actually Grow America Out of Its Debt? | Jeff...

What Bitcoin Did ·

2026/09/11

“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt. We also get into why AI-driven deflation could benefit people but threaten a debt-based monetary system, and why the government may eventually have to backstop the AI buildout with QE or yield curve control. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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75:14

The US Is Long-Term Insolvent | Lyn Alden

What Bitcoin Did ·

2026/09/08

“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually achieve. We discuss the increasingly K-shaped economy, why developed markets are beginning to take on characteristics once associated with emerging markets, and why Lyn believes this macro environment

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69:43

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

What Bitcoin Did ·

2026/09/03

“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue being consumed by interest, and how continued Treasury bill issuance could eventually trigger stress in the repo market and force the Fed to intervene. We discuss whether Treasury buybacks helped drive Bitcoin’s recent 20% rally, why the UK, France and Japan may face major monetary intervention

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70:45

The Everything Rally Is About to Begin | Joe Carlasare

What Bitcoin Did ·

2026/09/01

“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. In this interview, we discuss why he believes the Bitcoin bottom is in, how the recent drawdown changes Bitcoin’s risk profile, and why a move above $100K could trigger the next major cycle. We also discuss institutional adoption, the future of the four-year cycle, Bitcoin-backed banking and credit, Treasury

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78:40

Bitcoin Will Never Have Another 80% Crash | Eric Yakes

What Bitcoin Did ·

2026/08/27

“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle is finally dead. We discuss whether yield curve control has arrived under another name, why Bitcoin is becoming a hedge against monetary debasement and the potential for a great rotation out of AI and gold and why gold could reach $10,000 while Bitcoin runs from $80,000 to $800,000. Eric also gets

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89:34

The Plan to Put Bitcoin in Every Conversation | Seth...

What Bitcoin Did ·

2026/08/25

“Your conversations and your money should not have to live in totally separate places.” Seth for Privacy is the COO of Cake Wallet and Radar, a Signal-compatible messenger combining encrypted conversations with self-custodial Bitcoin payments. In this episode, he explains why the next wave of Bitcoin adoption may begin inside an everyday messenger—not a standalone wallet. We discuss how Radar makes sending Bitcoin feel as natural as sending a message, why Spark made that experience possible,

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83:22

The Coldcard Disaster: Everything You Need to Know |...

What Bitcoin Did ·

2026/08/21

“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” Frostsnap’s Lloyd Fournier and Nick Farrow join me to break down the catastrophic Coldcard vulnerability that made supposedly secure Bitcoin keys guessable and allowed attackers to drain more than 1,700 BTC without ever touching the devices. We discuss how a five-year failure in Coldcard’s randomness generation went undetected, why every safeguard

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74:00

Bitcoin Is Running Out Of Sellers | Checkmate

What Bitcoin Did ·

2026/08/18

“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” Checkmate is a Bitcoin analyst and founder of Checkonchain. In this episode, he explains why Bitcoin may be entering the final stage of the bear market, even after $8.2 billion of ETF outflows, Strategy selling, the Coldcard attack and the failure of BIP110. We discuss whether $58k marked the bottom, why a fall to $45k would inflict damage comparable to the brutal 2015 bear market, and the key levels

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82:34

Bitcoin vs Wall Street | American HODL, Junseth &...

What Bitcoin Did ·

2026/08/16

“We’ve already fucking won.” Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? Recorded live at PubKey in New York City, American HODL, Junseth and Erik Cason & Thomas Pacchia are on the show for an unfiltered conversation about Bitcoin’s conquest of Wall Street, why everyone still thinks they’re late, the promise of $100 million Bitcoin and

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74:38

AI Is About to Split Society in Two | Zack Shapiro

What Bitcoin Did ·

2026/08/14

“The people who are truly productive are going to be on a rocket ship.” AI is about to split society in two: those who learn to command it and those whose value it destroys. Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar career ladder while creating millions of millionaires. He argues that judgment, agency and decisive thinking will become exponentially more valuable, while simply working hard may no longer be enough.

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76:54

The $1 Trillion Bitcoin Loan Market Is Coming |...

What Bitcoin Did ·

2026/08/10

“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that growth alone. Mauricio breaks down Ledn’s $188 million Bitcoin-backed securitisation, the significance of its investment-grade senior notes, and how institutional capital could transform Bitcoin lending

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88:18

The Data Says Bitcoin’s Bottom Is Already In |...

What Bitcoin Did ·

2026/08/07

“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. In this episode we discuss the disconnect between record global liquidity and a Bitcoin price that has fallen 50%, the selling by OG holders, miners pivoting toward AI, and the potentially self-fulfilling nature of the four-year cycle. Selling pressure is becoming exhausted and we're now facing

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80:07

The Most Bullish Thing About Bitcoin | Alex Thorn

What Bitcoin Did ·

2026/08/05

“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how the next rally could begin before the wider market notices. We discuss the on-chain signals around $58K, the changing shape of Bitcoin’s market cycles, and how the enormous debt funding the AI boom

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84:32

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

What Bitcoin Did ·

2026/08/03

“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind. Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months,

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