Stephan Livera Podcast Stephan Livera

Bitcoin price has been rising and some argue that it is tracking along with the S2F model! Others argue that this is statistically invalid. PlanB, pseudonymous analyst and creator of the S2F and S2FX models rejoins me on the show to talk:


S2F and S2FX vs recent market action
Critiques and spurious correlations
Comparison with past cycles
PlanB’s thoughts on whether this is the final cycle
Macro factors - Tether and others
Negative rates
Cash and carry trade

Previous episodes:


SLP67 Plan B (@100trillionUSD) – Modelling Bitcoin’s digital scarcity through stock-to-flow techniques
SLP86 PlanB – Frontrunning the Bitcoin Halvening?
SLP122 PlanB – Responses to the S2F model
SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

Jonas Schnelli, one of the Bitcoin Core maintainers joins me to talk about Bitcoin development, contribution, funding and the ecosystem of Bitcoin. We get into:


How contribution happens
How to deal with conflict as a maintainer
What rough consensus means
Taproot
Privacy
Lightning
Mining
Outlook for next 5 years

Jonas links:


Twitter: @jonasschnelli
Website: bitcoin.jonasschnelli.ch/
Github: github.com/jonasschnelli

Prior episodes:


SLP216 Gloria Zhao Learning Bitcoin Core Contribution & Hosting PR Review Club
SLP229 John Newbery – Brink: Bitcoin DevelopmentJohn Newbery
SLP124 Jon Atack – Bitcoin Core Contribution
SLP211 Steve Lee – Bitcoin Grants, Design & Crypto Patents (COPA)
SLP144 Steve Lee – Square Crypto and Supporting Bitcoin Development
SLP137 AJ Towns – Schnorr Taproot Tapscript BIPs

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

In the Bitcoin world, we say “Don’t Trust, Verify”. But do we do this with our hardware and hardware wallets? Andrew “bunnie” Huang is a hacker and open hardware activist, holding a PhD in Electrical Engineering. He joins me and Nicolas Dorier (as guest co host) to talk about his new project and how it could be used in the Bitcoin world, potentially as a fully open source bitcoin hardware wallet.

Links:


Website: Precursor.dev
Twitter: @bunniestudios
Twitter: @nicolasdorier

Prior episodes with Nicolas:


SLP48 Nicolas Dorier and BTCPayServer – self hosted Bitcoin and Lightning payments
SLP172 Nicolas Dorier & Kukks – P2EP Comes To BTCPay Server

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

Jimmy Song and Robert Breedlove join me to talk about a new book they co-authored (with other authors) on Bitcoin and how it fixes fiat money. This new book is inspired by The Ethics of Money Production and Honest Money, which blends an austrian analysis of fiat money and fractional reserve banking, with a christian perspective.

Links:


Book: Thank God For Bitcoin
Jimmy Song: @jimmysong
Robert Breedlove: @breedlove22

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

Jake Chervinsky, GC of Compound Finance joins me on the show to talk about Steven Mnuchin’s proposed new regulations for US Bitcoin companies and how to push back:


What the new regulation would do
Terminology ‘unhosted’ and self-hosted
Compliance burden and chilling effect
Can the regulations be pushed back?
Non-US customers of US businesses
FATF and how to push back

Jake's link:


Twitter: @jchervinsky

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

The market for high quality hardware wallets is becoming more competitive with new entrants over time. Zach Herbert & Ken Carpenter of Foundation Devices join me to talk about their new upcoming product, Passport. Passport is fully air gapped (QR or microSD), PSBT, and designed with an open source mindset. We chat:


Zach and Ken’s history with Obelisk prior to Foundation
Overview of Passport
Features
Approach with software
QR air gapping
Seed Generation
Firmware updates
Pricing and Timing

Guest links:


Website: https://foundationdevices.com/  (code LIVERA for discount)
Twitter: @zachherbert
Twitter: @KenOfFoundation
Twitter: @FOUNDATIONdvcs

Relevant episodes:


SLP97 Michael Flaxman – Every Bitcoin Hardware Wallet Sucks
SLP215 Michael Flaxman – 10x Your Bitcoin Security With Multisig
SLP205 Specter Desktop Bitcoin Multi Sig with Stepan Snigirev & Ben Kaufman

Sponsors:


Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)

Stephan Livera links:


Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera