Stephan Livera Podcast

Stephan Livera
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Join Stephan as he interviews the sharpest economic and technical minds in Bitcoin & Austrian Economics to help you understand how money is changing and evolving. Leading names in the world of Bitcoin join the show to share their insights, whether they are developers, CEOs, economists, authors, analysts and more.

  1. hace 4 días

    Daniel Buchner: Why BIP 110 Cannot Stop Bitcoin Spam | SLP758

    Buchner, known for his work on decentralized identity at Proof, brings a technical and game-theoretic lens to the debate over Bitcoin's monetary focus versus attempts to restrict arbitrary data. The conversation covers narrative shifts driving spam to Bitcoin, the limits of relay policy versus consensus rules, why the house analogy fails, economic node power over basement operators, and the lack of miner or buyer support that dooms the proposal. Timestamps: 01:31 — Locusts Flock to Bitcoin's Last Pasture 03:32 — Core Policy Tweaks Aren't Consensus Rules 08:44 — Spam Hides in Any Public Key or Hash 11:12 — Spammers Adapt in a Day, Consensus Can't 14:59 — BIP110 Debate Exposes Major Inconsistency 20:44 — Why the House Analogy Totally Fails 25:25 — Nodes Get Cheaper Even With Max Spam 28:08 — Set Tolerances Assuming Worst Case 30:35 — No Legal Liability for Bad Chain Data 33:04 — Filter Regime Creates Government Backdoor 35:13 — BIP 110 Risks Centralizing Devs Around Luke 37:33 — Economic Incentives Trump 'Good Guy' Miners 39:03 — Economic Nodes Outweigh Basement Node Runners 43:49 — BIP 110 Has Near-Zero Economic Support 48:43 — Why Game Theory Kills BIP 110 55:52 — BIP 110 Fork Dies With a Whimper Links:  https://x.com/csuwildcat Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

  2. hace 5 días

    Lyn Alden: BIP 110 Could Trigger August Bitcoin Chain Split | SLP757

    Lyn Alden warns that BIP 110 is unlikely to curb spam and instead mostly rearranges non-monetary data, raising the risk of a minority fork attempt that could split the Bitcoin chain. Lyn Alden is a leading macro analyst and Bitcoiner who examines how fiscal dominance now overrides traditional monetary policy tools. She breaks down why high debt-to-GDP ratios prevent rate hikes from taming inflation, how broad money supply still expands 5-8 percent annually, the limits of semiconductor and AI valuations, and the structure of a new Bitcoin-backed permanent capital vehicle for acquiring cash-flowing businesses. Timestamps: 02:14 — BIP 110 Won't Stop Spam 04:56 — Bitcoin Faces August Chain Split Risk 12:12 — Bitcoin in Bottom Decile of Cycle 15:37 — Nothing Stops This Fiscal Train 18:04 — Why Volcker Can't Work Today 22:02 — Higher Rates Won't Break the System 24:44 — Net Issuance Matters, Not Gross Refi 27:34 — Fed Balance Sheet Stays Flattish 32:56 — Broad Money Grows Despite Flat Fed 36:05 — US Money Supply Growth Hits 5-8% 38:51 — Fiscal Dominance: Who Wins the Money? 41:50 — Why Semiconductors Print Money 45:13 — Software Stocks: Value Trap or Opportunity? 47:31 — AI Is the New Dot-Com Bubble 52:00 — Orange Juice: Bitcoin-Backed Business Buyer 57:57 — Permanent Capital Vehicle, Not a Fund 59:39 — Founders Keep Equity Upside After Sale Links:   X: https://x.com/LynAldenContact Website: https://www.lynalden.com/0 BIP 110 debate ("motte-and-bailey" critique): https://x.com/LynAldenContact/status/2078599151043162159  Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

    Lyn Alden: BIP 110 Could Trigger August Bitcoin Chain Split | SLP757

  3. 17 jul

    Bitcoin Desire Hits 8-Year Low | Michael Sullivan SLP756

    Bitcoin desire sentiment has fallen to an eight-year low, a contrarian signal that historically aligns with market bottoms rather than tops. Michael Sullivan, an engineer and author, applies machine learning to individual X accounts to track granular Bitcoin emotions and moods over time. He examines how entry eras shape lasting narratives, why pro-BIP 110 cohorts show strikingly low conviction, how individual tracking avoids bot pollution, and why boredom plus infighting often mark optimal accumulation zones. Timestamps: 01:44 — Conviction Isn't Bullish or Bearish 07:05 — Why Individual X Tracking Beats Bots 09:53 — Desire Peaks Flag Bull Market Tops 11:49 — Bitcoin Desire Hits 8-Year Low 16:27 — New Bitcoiners Angriest Right Now 21:00 — Bitcoin Entry Era Shapes Your Views Forever? 22:48 — BIP 110 Backers Show Strikingly Low Conviction 25:33 — Pro-BIP 110 Group Lives in Its Own Bubble 28:39 — BIP110 Brigading Creates Fake Consensus 31:57 — OGs Optimistic, Plebs Stay Angry 37:13 — X Algo Shift Sparks Bitcoin Optimism 39:57 — Why Sentiment Metrics Fail for Trading 41:55 — Boredom and Infighting Signal Bitcoin Bottom Links:  Michael's X: https://x.com/SullyMichaelvan Bitcoin Sentiment Weekly on Substack: https://sentimentsully.substack.com Michael’s novel, Blood of the Bourgeoisie: https://www.amazon.com/Blood-Bourgeoisie-Michael-R-Sullivan-ebook/dp/B0FRZTM49Y Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

  4. 10 jul

    James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755

    Even as ETFs and MicroStrategy sell into weakness, natural spot demand has kept Bitcoin from collapsing in what may be the shallowest bear market on record. The real test now is time pain, the grinding boredom that forces out remaining weak hands after the initial price capitulation. James Check, founder of Checkonchain.com, joins me to break down the current cycle through on-chain data and market psychology. His framework distinguishes price pain from the subsequent time pain that historically marks the true bottom. Checkmate examines why short-term holders flipped into high-conviction buyers, why 53K realized price now acts as a floor, the Pareto distribution among Bitcoin treasury companies, and why most copycat strategies will fail in the months ahead. Timestamps: 00:56 — Last Day of Bear Feels Worst 03:26 — Time Pain Grinds Out Weak Hands 05:53 — Shallowest Bear Market Ever Seen 08:53 — Spot Buyers Saving Bitcoin From Zero 11:14 — Short-Term Holders Are Now Smart Money 15:28 — July Bear Bottom: 8-Method Average 18:50 — 53K Realized Price Now the Floor 23:00 — Buy Bottom 15% and Just DCA 28:30 — The AI Trade 30:46 — Bitcoin and Gold Share a Rare Moat 35:23 — Will Most Bitcoin Treasuries Fail? 37:37 — MSTR's Sale of Bitcoin 41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule 47:30 — Bitcoin Treasuries Next Cycle 49:05 — High-Yield Trap? Links:  https://x.com/_Checkmatey_ https://x.com/_checkonchain checkonchain.com https://charts.checkonchain.com http://newsletter.checkonchain.com/ Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack #StephanLivera #StephanLiveraPodcast #Bitcoin #BearMarket #OnChain #Checkmate #TimePain #RealizedPrice #BitcoinTreasury #MarketCycles

    James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755

  5. 9 jul

    Bitcoin in Your Signal Chat – Radar’s Bold Move with Seth for Privacy | SLP754

    Radar integrates self-custodial Bitcoin payments directly into Signal's messaging network, eliminating the need for separate apps or custodians when sending value to contacts. Seth for Privacy, from the Cake Wallet team, explains how Radar targets everyday users rather than Bitcoin maximalists by preserving Signal's privacy model while adding instant Lightning-enabled transfers via Spark. The discussion covers seamless account migration from Signal, offline payment receives, wallet risk limits for non-critical funds, and the decision to pursue VC funding through a separate entity. Timestamps: 00:49 — Why Messaging & Payments Stay Separate 03:34 — Migrate Signal Account Without Losing Data 08:18 — Send Bitcoin Instantly With One Tap 10:10 — Receive Payments Completely Offline 11:40 — Bitcoin for Everyone, Not Just Bitcoiners 14:21 — Don't Put Life Savings in Hot Wallet 17:10 — Signal Can't See Your Bitcoin Payments 19:13 — Donating Monthly to Signal Foundation 22:48 — Radar Takes VC Path Unlike Cake Links:  Radar Chat: https://radar.chat @SethForPrivacy: https://x.com/sethforprivacy Cake Wallet: https://cakewallet.com Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

    Bitcoin in Your Signal Chat – Radar’s Bold Move with Seth for Privacy | SLP754

  6. 7 jul

    Dan Gould: Payjoin DevKit Ships and Breaks Common Input Ownership | SLP753

    Payjoin delivers transaction batching driven by real economic activity rather than waiting for pool participants, while also cutting fees through direct net settlement between counterparties. Dan Gould, maintainer of Payjoin DevKit, explains how the new async protocol and oblivious HTTP relay change what is practical for mobile wallets today. The conversation covers current live deployments in Bull Bitcoin and Cake Wallet, remaining fingerprinting heuristics beyond common input ownership, the multi-party roadmap, and how developers can integrate the library with under ten thousand lines of code. Timestamps: 00:00 — Payjoin DevKit 01:46 — Live Payjoins in Wallets Today 04:25 — No Waiting for Batch Pools 06:14 — Payjoin Works on Mobile Phones 08:29 — Oblivious HTTP Hides Your IP 10:05 — Fingerprinting Still an Issue? 14:02 — Net Settlement Saves Big Fees 15:36 — Multi-Party Payjoin Roadmap 17:10 — Build Payjoin in a Weekend Links:  https://x.com/brian_trollz/status/2069465912143749462  https://github.com/payjoin/payjoin.org/pull/143  https://payjoindevkit.org/  https://x.com/bitgould Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

    Dan Gould: Payjoin DevKit Ships and Breaks Common Input Ownership | SLP753

  7. 3 jul

    Fedimint in South Africa: Zero Fees & Community Custody | SLP752

    A South African circular economy is already running real payments on Fedimint with seven guardians on Start9 boxes. Users send eCash with zero fees inside the federation and feel the same simplicity as Wallet of Satoshi—except the custody is local and the privacy model is different. Hermann and Joshi explain how non-technical guardians set up 5-of-7 multisig, how the Conduit wallet hides complexity, and why Fedimint beats Liquid on on-chain integration and local trust. They also cover Lightning gateway economics and why small federations may beat one global Spark. Bitcoiners exploring Lightning, eCash privacy, and circular economies in emerging markets should listen. Key Takeaways: Seven-guardian 5-of-7 multisig on Start9 now runs daily in South Africa with high reliability. Users inside the same federation enjoy true zero-fee eCash transfers. Conduit wallet offers a lighter, payments-focused alternative to Fedi with regional QR support. Migration between federations is smooth with parallel running and user-controlled timing. Fedimint severs the transaction graph for privacy while Liquid hides amounts but retains the graph. Local guardians reduce the “custodial guilt” felt when onboarding users to foreign services. Lightning gateways can become profitable side businesses with only a few hours of monthly work. Geographic spread of guardians improves resilience against local internet or power outages. Onboarding still requires one extra step—joining the federation—after app install. Fedimint is on-chain native, allowing direct receive and send without intermediate swaps. Timestamps: 00:00 - Fedimint Goes Live in South Africa 01:48 - Magic: Pay Across Africa 04:15 - Onboard Users Without Custodial Guilt 08:08 - Zero Fees Shock Rural Users 11:04 - Liquid vs Fedimint Privacy Showdown 13:32 - Many Small Federations Or Global Spark 16:09 - Non-Techies Run Bitcoin Guardians Easily 18:14 - 5-of-7 Multisig Survives Two Failures 20:53 - Fedimint QR Is a 5-of-7 Multisig 24:05 - Gateway: Profitable Hobby in Hours/Month 31:06 - Trust Locals Over Anonymous Custodians 34:55 - Spread Guardians to Survive Outages Links:  Bitcoin Ekasi: https://bitcoinekasi.org Fedimint: https://fedimint.org Conduit Wallet: https://joschisan.github.io/conduit/ SLP651 with Eric & Joschi: https://stephanlivera.com/651 Follow Hermann: https://x.com/vryfokkenou Follow Joschi: https://x.com/joschisanbtc Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

    Fedimint in South Africa: Zero Fees & Community Custody | SLP752

  8. 30 jun

    Quarterly Self-Custody Update - Q2 2026 with NVK | SLP751

    In this episode,  NVK rejoins me to discuss the latest developments in Bitcoin self-custody, hardware wallets, and privacy solutions, providing valuable insights for enthusiasts and practitioners alike. Timestamps: 00:00 Quarterly Self-Custody Update 01:28 Sparrow Wallet Update & Silent Payments 05:41 Coldcard MK5 & Recent Firmware Updates 07:53 The Evolution of Co-signing & MuSig2 11:58 Liana & Nunchuk Wallet Updates 17:16 Cove, BlueWallet & Mobile Wallet Progress 19:09 BitKey V2 & Pragmatic Self-Custody 22:55 Open Hardware Wallet Project Updates 27:15 Merchant Payments & Bitcoin Commerce 31:19 Stable Balance Wallets & Self-Custody 36:38 Hardware Wallet Security Updates 39:07 ARCA: Personal Data Haven Explained Links:  Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack

    Quarterly Self-Custody Update - Q2 2026 with NVK | SLP751
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Join Stephan as he interviews the sharpest economic and technical minds in Bitcoin & Austrian Economics to help you understand how money is changing and evolving. Leading names in the world of Bitcoin join the show to share their insights, whether they are developers, CEOs, economists, authors, analysts and more.

Información

  • Creador
    Stephan Livera
  • Años de actividad
    2018 - 2026
  • Episodios
    758
  • Clasificación
    Explícito
  • Copyright
    © Stephan Livera
  • Mostrar sitio web
    Stephan Livera Podcast

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