The Why Bitcoin Show Dale Warburton

Today’s episode features Joe Burnett, the Senior Product Marketing Manager at Unchained Capital out of Austin, Texas.

Joe has written a superb report titled “Your Wealth is Melting”, where he looks at Bitcoin relative to all other investment asset classes, including real estate. I found his thoughts on real estate particularly fascinating, so he was the perfect guest to answer the question: “Should you buy real estate?”



In this episode, we dug deep into the pros and cons of real estate, followed by a discussion on all things Bitcoin. It was a subject that I’ve had a lot of listeners reach out about, so I hope you find it valuable!



Timestamps:


(2:17) His background

(06:06) His Wealth is Melting Thesis explained

(10:33) Advantages of real-estate investing

(18:22) Real estate, utility and ordinary people

(23:48) Downsides of investing in real-estate

(29:07) Buying your own home

(34:33) Post-Halving

(37:30) What does he predict for this cycle top?

(45:54) Hyper-bitcoinisation



For more commentary on the world of Bitcoin and what makes it different to crypto, follow me on X at @Dale21M or the show at @whybitcoinshow, or visit www.thewhybitcoinshow.com for more episodes.



Thanks to Joe for coming on – you can follow his tremendous work on X at @IIICapital or on YouTube at https://www.youtube.com/@JoeBurnett27. Otherwise check out his report at https://unchained.com/go/your-wealth-is-melting.


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This week’s episode features Checkmate, a leading on-chain analyst who recently launched a new on-chain analytics platform, checkonchain.

In this discussion with Checkmate, we cover a wide range of issues including:



(4:28) — His bitcoin journey
(8:10) — Checkonchain is your personal Bitcoin trainer
(12:44) — What he sees in the bitcoin data
(25:52) — Is bitcoin hitting the mainstream?
(30:13) — Bitcoin measures everything else
(40:28) — The Bitcoin Halving
(45:15) — The USA can't service their debt

For more commentary on the world of Bitcoin and what makes it different to crypto, follow me on X at @Dale21M or the show at @whybitcoinshow, or visit www.thewhybitcoinshow.com for more episodes.

Thanks to Checkmate for coming on – you can follow his tremendous work on X at @_Checkmatey_. Otherwise check out https://www.checkonchain.com/ for charts, information and Checkmate's newsletter.


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Today's episode is with Phil Geiger, the VP of Product Marketing at Unchained Capital, a bitcoin native financial services company offering collaborative custody multisignature vaults and loans for bitcoin holders.



As the price of bitcoin continues to rise, it's become increasingly important to ensure your stack is adequately protected. Multi-signature collaborative custody is the gold standard when it comes to bitcoin self-custody, and today's episode was all about that.



Timestamps:



(1:27) - The Solar Eclipse

(4:44) - His background

(5:56) - Did his degree in Economics make bitcoin difficult?

(8:33) -Austrian Economics book recommendations

(12:43) - What Unchained is all about

(19:18) - There is no such thing as yield

(24:23) - Unchained bitcoin loans

(32:05) - What if Unchained goes belly up?

(45:18) -Inheritance planning

(54:35) - How does Unchained view the ETFs?

(1:00:13) - His thoughts on the Bitcoin Halving





Andrew can be found on X ( @sage_simian) or alternatively, visit https://strawman.com for more information about his company.



Follow me on X at @Dale21M or visit www.thewhybitcoinshow.com for any feedback. I'm on a mission to help people understand "why Bitcoin". If you could like, comment and share this episode with friends, it's the single most valuable thing you could do to help spread the message.



Much love to all my listeners/watchers.



It sometimes takes someone from within your own world/paradigm for you to start understanding a new concept. Perhaps Andrew is that to many ordinary investors and Bitcoin.



Timestamps:



(0:07:30) – Introduction to Andrew and his Bitcoin journey

(0:16:42) – Bitcoin volatility & risk

(0:19:40) – How equity investors look at Bitcoin

(0:28:15) – New cohort of Bitcoin adopters

(0:35:45) – Bitcoin ETFs        

(0:51:58) – Allocation to Bitcoin as an equity investor

(1:01:07) – Bitcoin prediction fun

(1:13:39) – Bitcoin orange pill tips



Phil can be found on X ( @phil_geiger) or alternatively, visit https://unchained.com/ for more information.



Follow me on X at @Dale21M or visit www.thewhybitcoinshow.com for any feedback. I'm on a mission to help people understand "why Bitcoin". If you could like, comment and share this episode with friends, it's the single most valuable thing you could do to help spread the message.



Much love to all my listeners/watchers!



Edited by Sean Lowe.


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Today's episode is with Canadian-based CFA Rajat Soni who has 10 years' experience working in the financial sector who also happens to know his way around the real estate market.



In this discussion, Rajat offers his thoughts on what's wrong with the current financial system and how bitcoin is the life raft for those feeling disillusioned. Aside from talking Bitcoin, we also got into real estate where Rajat suggested that relatively soon, the median house price in places like Canada and Australia would be less than 1 bitcoin. Wild to contemplate!



Timestamps:



(0:03:17) – Background, broken financial system & crypto

(0:12:35) – The problem with fiat currencies and capitalism

(0:22:01) – CFA’s and the industry’s view of Bitcoin

(0:27:45) – Bitcoin’s core value proposition

(0:32:35) – Bitcoin’s TAM

(0:37:18) – Bitcoin models

(0:42:05) – Bitcoin exposure – ETFs or self-custody?

(0:48:15) – Median house price trending towards 1 bitcoin



Rajat can be found on X ( @rajatsonifnance) or alternatively, visit https://courses.rajatsonifinance.com/courses/LBYM for his services.



As for me, check out @Dale21M on X or visit www.thewhybitcoinshow.com for any feedback. I'm on a mission to help people understand "why Bitcoin".



If you could like, comment and share this episode with friends, it's the single most valuable thing you could do to help spread the message.



Much love everybody!


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Today's episode is with Joe Carlesare, a litigation attorney and partner at Amundsen Davis LLC who is an active investor and proponent of Bitcoin since 2015.



As a former lawyer, it was refreshing talking to someone who has their finger on the pulse when it comes to all things Bitcoin and law.



This was a wide-ranging conversation on all manner of topics from macro through to Bitcoin and crypto litigation matters of the day. Overall, I found Joe to be highly credible, informed and a delight to chat to - frankly, could have spoken with him for hours!



Timestamps:


(0:02:51) – Macro big picture, monetary and fiscal policy

(0:06:38) – DXY explained and Bitcoin

 (0:12:29) – BTC store of value v medium of exchange

(0:20:02) – Bitcoin models

(0:25:30) – Bitcoin ETF in-kind redemptions

(0:28:48) – Grayscale ETF outflows

(0:34:10) – RIAs and the Bitcoin message

(0:37:10) – Michael Saylor playbook

(0:40:45) – Coinbase lawsuit against the SEC

(0:49:58) – ETH as an unregistered security

(0:55:22) – Catalyst for the next Bitcoin boom



Joe can be found on X ( @JoeCarlasare) or alternatively, visit https://www.amundsendavislaw.com/professionals-Joe-Carlasare if you have any legal matters you need to discuss with him.



Follow me on X at @Dale21M or visit www.thewhybitcoinshow.com for any feedback. I'm on a mission to help people understand "why Bitcoin".



If you could like, comment and share this episode with friends, it's the single most valuable thing you could do to help spread the message.



Much love everybody!


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Today's episode is something a little different - it's a solo episode where I discuss:



- Bitcoin Alive 2024

- Takeaways from BA 2024

- Pros and cons of real estate investments



I've got a Master's in real estate and have spent the better part of a decade in the sector, so at this stage, I'm comfortable saying that I know my way around the asset class.



In this episode, I dive into each of the relative trade-offs involved in owning physical real estate, and then compare that to owning something digital like Bitcoin.



Timestamps:


(0:05:04) – Bitcoin Alive

(0:09:55) – BA takeaways

(0:18:04) – Real estate analysed



Follow me on X at @Dale21M or visit www.thewhybitcoinshow.com for any feedback. I'm on a mission to help people understand "why Bitcoin". If you could like, comment and share this episode with friends, it's the single most valuable thing you could do to help spread the message.



Much love to all my listeners/watchers.


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Send in a voice message: https://podcasters.spotify.com/pod/show/whybitcoinshow/message