What Bitcoin Did

Danny Knowles

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

  1. Inflation, Liquidity, the Fed & Bitcoin | James Lavish

    VOR 1 TAG

    Inflation, Liquidity, the Fed & Bitcoin | James Lavish

    James Lavish unpacks why the Federal Reserve, runaway debt, and global liquidity cycles are setting the stage for Bitcoin’s next explosive move. From stagflation and deficits to institutional rebalancing and treasury companies, James explains why Bitcoin is unlike any asset the Fed can control. We dig into why policymakers are trapped between inflation and recession, how trillions in debt force them to keep the Ponzi going, and why every rate cut is bullish for Bitcoin. James also explores the role of Black Swan events, how institutions dampen volatility while driving adoption, and why neutral, permissionless money is the only escape from today’s broken system. In this episode: - Are we heading for stagflation? - How $324T in global debt guarantees more money printing - The rise of treasury companies and institutional rebalancing - Why global liquidity is the key signal for Bitcoin’s price - What a Fed cornered by inflation means for the future of money THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny James Lavish: https://x.com/jameslavish

    1 Std. 5 Min.
  2. The Path to $10 Million Bitcoin | Eric Yakes

    VOR 5 TAGEN

    The Path to $10 Million Bitcoin | Eric Yakes

    Eric Yakes lays out why Bitcoin is on track for $10 million, and how cultural shifts, institutional adoption, and political realities are accelerating the path. From revolutions and mass movements to balance sheets and BlackRock ETFs, Eric explains why Bitcoin is unlike any other asset in financial history. We get into why qualitative forces - belief, culture, and narrative - drive Bitcoin’s price as much as math, how the rise of treasury companies and governments adopting Bitcoin could fundamentally change markets, and why neutral, permissionless money is the escape valve from today’s credit-driven system. Eric also explores what a $10M Bitcoin world might look like: from time preference shifts and new architecture to political legitimacy and global strategic reserves. In this episode: - Why Eric believes Bitcoin can reach $10M within a decade - How revolutions explain Bitcoin’s cultural momentum - The role of ETFs, treasury companies, and government reserves - Why narratives, not fundamentals, move markets - How neutral money could restructure capitalism and society - What a $10M Bitcoin world means for time preference, politics, and the future THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Eric Yakes: https://x.com/ericyakes

    1 Std. 57 Min.
  3. Exposing Pegasus: How the State Spies on You | John Scott-Railton

    9. SEPT.

    Exposing Pegasus: How the State Spies on You | John Scott-Railton

    John Scott-Railton dives into the dark world of spyware, surveillance, and state power — and what it means for our freedoms in the digital age. From uncovering Pegasus spyware in 2016 to exposing private intelligence firms like Black Cube, John explains how governments, corporations, and authoritarian regimes exploit our phones and data to control narratives and suppress dissent. We discuss how spyware has evolved from phishing texts to zero-click exploits, the chilling stories of journalists and dissidents targeted, and why even democracies are sliding into mass surveillance under the guise of “safety.” John also warns about the next frontier: AI supercharging surveillance, corporate data brokers selling your life by the byte, and if Bitcoin faces the same creeping panopticon risks if incentives aren’t carefully guarded. In this episode: - The rise of mercenary spyware like Pegasus - How the state abuses surveillance tech - The role of corporate surveillance and data brokers - AI’s potential to supercharge surveillance - If Bitcoin could face the same panopticon dynamics THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny John Scott-Railton: https://x.com/jsrailton

    1 Std. 41 Min.
  4. From Wall Street to Bitcoin & The Separation of Money & State | Vijay Selvam

    5. SEPT.

    From Wall Street to Bitcoin & The Separation of Money & State | Vijay Selvam

    Vijay Selvam digs into the first principles of Bitcoin, why it matters, how it works, and what makes it the greatest tool against authoritarian states. From his background on Wall Street during the 2008 financial crisis to writing Principles of Bitcoin, Vijay explains why digital scarcity is a paradigm-shifting invention and why separating money from the state may be one of the most important moments in human history. We explore why narratives like “digital gold” are both useful and limiting, how Bitcoin embodies Enlightenment values of decentralization, and why its real political and philosophical implications go far beyond finance. Vijay also shares why the greatest threats to Bitcoin come from within, and how Bitcoin serves as both a mirror and a peaceful revolution for humanity. In this episode: - The 2008 financial crisis and discovering Bitcoin - Digital scarcity and the core innovation of Bitcoin - Separation of money and state vs. church and state - Narratives: digital gold, freedom money, and beyond - Bitcoin’s political and philosophical ramifications - Why Bitcoin is a mirror that forces self-reflection THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Vijay Selvam: https://x.com/VijaySelvamXO

    1 Std. 2 Min.
  5. The Real Bitcoin Revolution Is Grassroots | Rod Roudi

    2. SEPT.

    The Real Bitcoin Revolution Is Grassroots | Rod Roudi

    Rod Roudi gets into the convergence of Bitcoin, AI, energy, and freedom tech — and why grassroots adoption matters just as much as corporate treasury plays. From the rise of Bitcoin meetups and physical hubs like Bitcoin Park to the explosive growth of mining innovation, Rod makes the case that open-source tools and community-driven education are the foundations of Bitcoin’s future. We discuss how Bitcoin Park solo-mined a block against one-in-a-thousand odds, and why home-grown projects like BitAxe and miner-powered heating systems are reshaping the mining landscape. Rod also shares how he uses AI in his own workflows, what the future of education might look like for his kids, and why entrepreneurial grit will matter more than credentials in the age of automation. In this episode: - The rise of grassroots Bitcoin communities and meetups - Solo-mining a block live - Mining decentralisation - The convergence of Bitcoin, AI, and energy THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Rod Roudi: https://x.com/bitkite Imagine IF: https://bitcoinpark.com/imagineif Bitcoin Park: https://bitcoinpark.com/

    1 Std. 7 Min.
  6. Paper Bitcoin Summer | American HODL & Steven Lubka

    28. AUG.

    Paper Bitcoin Summer | American HODL & Steven Lubka

    American HODL & Steven Lubka get into the rise of Bitcoin treasury companies, unpacking how securitisation, jurisdictional arbitrage, and corporate leverage are shaping the next phase of Bitcoin’s financialisation. We discuss whether this new wave of Bitcoin-wrapped equities is a healthy Bitcoin on-ramp or just a speculative bubble, and what happens to these companies in a bear market. Steven breaks down Nakamoto’s strategy, from running higher leverage to building a global network of local vehicles and using M&A to accumulate Bitcoin at scale. We get into the “Paper Bitcoin Summer” thesis, the morality of treasury cos, if they are just another form of shitcoining, or a necessary step to embed Bitcoin into public markets and give millions passive exposure? In this episode: - The playbook for Bitcoin treasury companies - Why size, leverage, and jurisdiction matter for survival - MNAVs, premiums, and the risk in a bear market - The morality of treasury companies THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny American HODL: https://primal.net/hodl Steven Lubka: https://x.com/dzambhalahodl

    1 Std. 26 Min.
  7. The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo

    26. AUG.

    The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo

    Willy Woo gets into Bitcoin’s evolving market structure, breaking down how institutional flows, ETFs, and treasury companies are reshaping the bull market. He explains why Bitcoin has never faced a true business cycle downturn, why 2026 could be the first real test, and how liquidity waves set the rhythm for both blow-off tops and brutal bear markets. He unpacks the mechanics of Strategy's debt model versus MetaPlanet’s synthetic leverage, how ETFs are smoothing inflows and dampening volatility, and why premiums to NAV create both opportunity and risk. Willy also zooms out to the thousand-year arc of money, showing why fiat is a short-lived social consensus ledger and Bitcoin is destined to be the next energy-secured system of value. In this episode: - How ETFs are changing Bitcoin’s price dynamics - Premiums to NAV, synthetic leverage, and liquidation risk - Why treasury companies could amplify the next bear market - Liquidity cycles and business downturns - ESG, BlackRock, and the shift in institutional adoption - The transition from gold and fiat to Bitcoin THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/\\\\\\\_DannyKnowles or https://primal.net/danny Willy Woo: https://x.com/woonomic

    1 Std. 12 Min.
  8. The Bitcoin Treasury Playbook | Preston Pysh

    21. AUG.

    The Bitcoin Treasury Playbook | Preston Pysh

    Preston Pysh gives us a masterclass on Bitcoin treasury companies, unpacking the mechanics behind Michael Saylor’s strategy and why it has outperformed Bitcoin since 2020. He explains how preferred stock and convertible debt are being engineered to funnel Bitcoin onto balance sheets, why the unraveling of the fixed-income market is the hidden fuel behind this model, and the risks investors face in treating treasury companies as a proxy for holding Bitcoin. Preston gets into the accounting controversies around MicroStrategy, the looming threat of government nationalisation, and why self-custody Bitcoin is the ultimate safeguard. In this episode: - Why self-custody Bitcoin is important - How preferred stock and convertible debt power treasury growth - The collapse of the 40-year fixed-income bull market - Understanding premiums to NAV and dilution risks - “Ponzi-adjacent” Bitcoin treasuries - Nationalisation and centralisation risks for Bitcoin - Why the STRC issuance may be one of the most brilliant financial products ever designed THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/\\\_DannyKnowles or https://primal.net/danny Preston Pysh: https://x.com/prestonpysh or https://primal.net/preston

    1 Std. 7 Min.
Alle anzeigen (90)

Moderation und Gäste

5
von 5
2 Bewertungen

Info

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

Informationen

  • Erstellt von
    Danny Knowles
  • Jahre aktiv
    2019 - 2025
  • Folgen
    90
  • Bewertung
    Anstößig
  • Sendungswebsite
    What Bitcoin Did

Das gefällt dir vielleicht auch