Dollar Auction Show

Shimon Lazarov and Alex Chizhik
  • 5.0 (20)
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Insightful. Balanced. Provocative.Brave enough to leverage the market? Bold enough to challenge the status quo? Join Alex Chizhik @MrEbitda and @ShimonLazarov as they bring their 15+ years business experience to a data-driven debate. From Bitcoin to the NASDAQ, Government Regulations to Real Estate Trusts, Facebook to Moderna. If you care about the economy, finance, or investing this podcast is for you.

  1. 4D AGO

    Productivity vs. Pain: AI Displacement, Duration Risk, and the SOTU "Clown Show"

    In this episode of the Dollar Auction Show, Shimon and Alex tackle the growing "Technology Doomer" narrative. While Shimon argues that massive productivity gains from AI physically cannot result in a worse economy, Alex warns of a 2-3 year "pain gap" where government paralysis leads to a 2008-style market collapse. They also break down: The AI Displacement Model: Comparing AI agents to "digital immigrants" and the Saudi/UAE economic model. Duration Risk: Why Wall Street is confused and why Bitcoin/Software stocks are feeling the heat. State of the Union: A deep dive into Trump’s political maneuvers, the "clown show" atmosphere, and the "Common Sense" divide. The Detroit-ification of NYC: Why Zohran Mamdani’s policies might be fueling a mass exodus to Miami. Timestamps 00:00 – Testing the new intro feature 01:19 – Addressing the "Technology Doomer" piece 02:49 – Defining an Economy: Why productivity should prevent collapse 03:40 – Parallels to 2008: Will the Fed buy your mortgage (again)? 06:11 – Alex’s "Pain Gap" thesis: Why the short run will be brutal 11:17 – Industry Spotlight: AI hacking the Mexican government & cybersecurity displacement 15:43 – The UAE Mental Model: AI agents as digital immigrants 20:55 – The K-Shaped Recovery: Why you must hold assets to survive 31:05 – Finance 101: What is Duration Risk and why does it kill growth? 37:27 – State of the Union: Trump, Pelosi, and "Common Sense" politics 44:59 – Shimon’s "Beer & ID" solution to voter integrity 46:27 – NYC vs. Reality: Free daycare for illegal immigrants & emergency funds 53:33 – Historical context: Why Hollywood moved to LA (and why Miami is next) 55:10 – Final thoughts Apple Podcast: https://tinyurl.com/36u8fmbr Spotify Podcast: https://tinyurl.com/4zv6syfc Hardcorefinanceshow.com Support the show

    55 min

  2. FEB 19

    Bitcoin vs. Tech in 2026: Bear Market Grind, QLD Correlation & $150K Prediction

    In this Bear Market Edition of the Dollar Auction Show, Shimon Lazarov and Alex (@MrEBITDA) dive deep into the current crypto winter sentiment after meeting Wall Street and hedge fund pros. Shimon presents a compelling chart overlay showing Bitcoin behaving like ~1.2–1.3× leveraged Nasdaq (QLD) since 2018 — outperforming in bulls, underperforming in bears, and currently detached to the downside. He argues tech (and therefore Bitcoin) won't see a 2022-style multi-year breakdown thanks to the long-term trend line, AI/robotics productivity tailwinds, no aggressive Fed rate hikes under the new chair, and massive unlocked GDP potential. They debate: Will Nasdaq really break down from over-invested AI/data-center CapEx? Is Bitcoin leading tech lower… or just more leveraged & sentiment-driven? Power Law support, miner capitulation FUD, quantum/doomer narratives AI models (Gemini vs. Grok vs. local edge), Apple’s strategy, robotics replacing housekeepers Realistic 2026 price targets ($60k bottom? $150k by year-end?) Why the last two cycles felt underwhelming and whether we’re in for a long grind A candid, no-BS conversation blending macro, technicals, techno-optimism and bear-market psychology. Timestamps below ↓ 00:00 Intro & current market vibes after New York conference 00:24 Wall Street / hedge fund sentiment: 50/50 split, Bitcoin tracks tech optimism 01:32 Tech CapEx bubble fears vs. Apple sitting it out 03:58 Technical difficulties & plan to overlay charts later 06:04 Core thesis – Bitcoin as 1.2–1.3× leveraged Nasdaq (QLD overlay since 2018) 07:23 Bitcoin leads tops/bottoms, ETF mini-bull, post-Trump pump & Liberation Day dump 08:23 Current performance: QLD +533% vs Bitcoin +383% since 2018 08:56 Long-term QLD trend line – no 2022-style multi-year bear likely 10:06 Fed policy, new chair, interest rates & why no big breakdown expected 10:37 Cathie Wood / AI breakthroughs, robotics unlocking hidden GDP 11:28 AI models (Grok & Gemini) both target ~$150k BTC by end of 2026 12:15 Alex reaction: more bearish near-term, uncertain forces in AI/energy/geopolitics 14:38 AI doomerism & job displacement counter-arguments (robots = low-wage labor) 17:06 Market uncertainty, pro-crypto admin yet underwhelming price action, FUD levels rising 20:20 “Buy the rumor, sell the news” after favorable regulation & politics 21:24 Commoditization of foundation models vs. value in robotics & applications 22:41 Apple’s local-model strategy – smart or behind the curve? 25:28 Gemini surprise performance vs. Grok, competing AI paradigms 27:35 Geopolitical risks, Fed chair “market trial”, Arthur Hayes contrarian view 30:07 Global debt, productivity, low real rates → bullish for risk assets long-term 30:54 Recycled FUD dice: quantum, miners to AI, retail boredom → same old narratives 34:19 No retail, institutional shakeout, potential long grind ahead 35:22 Power Law support bands – 50–66k floor never broken historically 37:23 Shimon’s 2026 base case: 60s for months → strong H2 recovery → $150k 39:03 Nasdaq all-time highs eventually → Bitcoin follows 40:27 Bull-case global scenario: peace dividends + real AI GDP 42:53 Geopolitical war risks (Iran rumors) & market reaction 44:37 Liberation Day / tariffs – major missed upside for BTC & risk assets 44:54 Hash rate near ATH → miner capitulation narrative weak 46:11 Personal lessons: avoid leverage loans, keep cash, cap BTC allocation ~30–40% 49:17 Cash for peace of mind & opportunistic buying 49:58 Bear market “snake through the pipe” analogy 50:40 Bitcoin’s pure-sentiment nature vs. better technology & network effects 51:18 Internet analogy – 30+ years from invention to mass adoption 52:02 Closing: “Slog until then” – patience requ Support the show

    49 min

  3. JAN 23

    Beyond Davos: The Truth About Ukraine "Space Wars" and the New World Realignment

    In this "Special World Economic Forum Edition" of the Dollar Auction Show, Alex and Shimon take a deep dive into the seismic shifts currently reshaping the global order. We move beyond the headlines to analyze how the "Western global elite" at Davos are losing their grip on power as a new era of geopolitics emerges. This episode explores the "Trump Doctrine"—a radical departure from traditional U.S. foreign policy. Instead of endless regime changes and "forever wars," we discuss a strategy focused on "monetizing power" and leveraging economic pressure to force alignment with U.S. interests. From the strategic necessity of Greenland to the reality of "Space Wars," we unpack the high-stakes moves that the mainstream media is largely ignoring. Key Discussion Points: * The Decline of the WEF: Why the World Economic Forum is transitioning from an exclusive "elite club" to a more mainstream "paid-to-play" conference, and what this means for global influence. * The Trump Doctrine vs. Traditional Diplomacy: Alex explains the "Play Action Pass" strategy—how faking or acting on early threats (like tariffs on allies) builds the credibility needed for major geopolitical negotiations. * Funding "European Early Retirement": A provocative look at NATO funding. Shimon argues that U.S. defense spending has effectively subsidized Europe's expansive welfare states and pensions, and why that era is coming to an end. * Energy Independence as a Game Changer: How American fracking and energy self-sufficiency have removed the primary motivation for Middle Eastern interventions, allowing the U.S. to take a harder line with regimes like Maduro's in Venezuela. * Greenland and the First "Space War": Why Greenland is critical for future military infrastructure, data centers, and controlling the "space war" frontier, especially in light of how Starlink changed the landscape of the Ukraine conflict. * Onshoring Critical Manufacturing: The strategic danger of outsourcing essentials (like medical PPE and IV bags) to adversaries like China, and why tariffs are being used as a tool to bring production back home. Join the Conversation: Is the era of global cooperation through organizations like the WEF truly over? Is "monetizing power" a sustainable path for the U.S., or does it risk alienating vital allies? Let us know your thoughts on the new world realignment in the comments below! Apple Podcast: https://tinyurl.com/36u8fmbr Spotify Podcast: https://tinyurl.com/4zv6syfc Hardcorefinanceshow.com Follow us on X: @MrEBITDA @ShimonLazarov Support the show

    1h 10m

  4. JAN 16

    Iran Chaos, Bitcoin Blues, and AI Boom

    Join hosts Shimon Lazarov and Alex Chizhik (@MrEBITDA) for a no-holds-barred dive into the world's hottest topics! From the media blackout in Iran's potential revolution to Trump's geopolitical chess moves, Bitcoin's volatile flatline, and the explosive productivity gains from AI— this episode unpacks it all with sharp analysis, humor, and unfiltered insights. In this episode: Bitcoin's "boring" year: Flat gains, underperforming bonds, but packed with volatility and alpha tips.Iran's crisis: Regime scenarios, nuclear threats, and why a partial change could be disastrous.Global realignments: Venezuela as a power play, Ukraine stalemate, Greenland grabs, and 80-year cycles.Economic optimism: AI-driven productivity, job disruptions, micro-startups, and bold policies like inflating Bitcoin to offset debt.Whether you're into finance, foreign policy, or futuristic tech, this is your go-to for thought-provoking discussions that cut through the noise. Timestamps: 00:01 - Introduction and Personal Updates00:33 - Bitcoin Performance Debate02:15 - Iran Crisis and Scenarios09:46 - Trump's Foreign Policy and Venezuela11:13 - Broader Geopolitical Implications17:41 - Benefit of Doubt for Trump and Past Conflicts22:35 - European Weakness and Greenland Acquisition24:00 - Global Realignments and Cycles25:47 - Markets and AI Productivity30:14 - Job Disruption and Future Economy33:49 - Economic Policies and Inflation Strategies40:05 - US Economic Power and Closing ThoughtsIf you enjoyed this, smash that LIKE button, SUBSCRIBE for more episodes, and drop a comment with your take on Iran's future or AI's job impact! Follow us on X:  @ShimonLazarov and  @MrEBITDA. #Geopolitics #IranRevolution #Bitcoin #AI #TrumpForeignPolicy #Economics #Podcast #DollarAuctionShow Support the show

    44 min

  5. JAN 9

    Iran, Venezuela, and Global Freedom

    In this episode of The Dollar Auction Show, Shimon and Alex talk through why Bitcoin is lagging despite risk assets ripping, and then pivot hard into geopolitics: Iran’s internal unrest, Venezuela’s Maduro capture, and what these events signal about deterrence, U.S. power projection, and the media ecosystem. They explore a “power law” framing for Bitcoin’s long-term adoption, argue mainstream media has become incentive-driven content creation, and debate realpolitik vs “procedure-first” foreign policy. The conversation ties together oil flows, Russia/Ukraine funding pressure, China/Taiwan deterrence, and why unconventional leverage (like blockades and tariffs) can move outcomes faster than traditional diplomacy. 0:07 Intro + markets check 0:27 Bitcoin lagging stocks/gold/silver 2:17 Power law optimism for Bitcoin adoption 5:37 Pivot: politics, social strife, “post-truth” era 6:47 Iran background + why the uprising matters 11:57 Media incentives: news as “content for the base” 15:07 U.S. foreign policy split: status quo vs pressure 16:37 Venezuela: “surgical” action + results vs process 23:07 Rules of war + proportionality logic 24:07 Escalation dominance + Iran air defense narrative 27:07 X/Twitter, Grok, and Wikipedia bias claims 33:07 Trump as consequential actor (even if abrasive) 34:07 Oil + geopolitics ripple effects (Russia/China) 42:27 Tariffs as leverage, not just economics 44:07 Critique of economists/models; “common sense” lens 47:47 Outlook: 2026 optimism, volatility caveats Apple Podcast: https://tinyurl.com/36u8fmbr Spotify Podcast: https://tinyurl.com/4zv6syfc Hardcorefinanceshow.com Follow us on Twitter @MrEBITDA @ShimonLazarov Support the show

    49 min

  6. 12/23/2025

    Are We Early or Late? Bitcoin, AI, and the S-Curve of Civilization

    After an eight-month hiatus, Shimon and Alex return to The Dollar Auction Show with their sharpest, most wide-ranging conversation yet. What begins as a simple question—“Why is the Bitcoin sentiment so bearish when the price is doing fine?”—unfolds into a two-hour exploration of markets, psychology, technology, geopolitics, AI, and humanity’s future. Together they dive deep into: Why Bitcoin volatility is shrinking—and why that’s actually bullish The role of institutions, ETFs, and political cycles in shaping the next decade How index investors and concentrated-bet traders see the world differently Whether the AI boom is a bubble or a genuine civilizational shift What happens when robotics, energy supply, and AI compute collide Why generational cycles, the “fourth turning,” and human psychology matter The paradoxical optimism of living through the most transformative era in history 1. Introduction — Eight Months Later Catching up Why Bitcoin sentiment feels off despite strong fundamentals Bear market jokes and “when Bitcoin dips, it dips” 2. Market Volatility, Macro Jitters & Investor Psychology Comparing today’s volatility to prior cycles Why investors are more nervous than the data suggests Tariffs, Fed tension, and the jittery political backdrop The irony of “digital asset treasury companies” replicating 2017’s ICO mania 3. Institutional Adoption & the Slow Grind of Legitimization Major banks warming up to Bitcoin ETFs, allocations, custodians, and bonds Why big money moves slowly but relentlessly How sideways price action transfers coins from speculators to pension funds 4. Bitcoin’s Long-Term Trajectory Is Bitcoin still the fastest horse? Why upside shrinks as adoption grows Compounding vs. risk-taking as investing styles The trendline, technical analysis, and market-moving whales Can a 20–40% yearly growth Bitcoin still change your life? 5. The AI Boom: Bubble or Transformation? Is Nvidia overvalued? What happens if OpenAI becomes the Enron of AI? Why data centers don’t “go to zero” AI agents disrupting SaaS, legal work, customer support, and more The massive, overlooked link between energy generation and AI compute Why “overbuilding” might not be real 6. Robotics, Chips, and the Second Industrial Revolution Chips for compute → chips for robots Cities blocking safer autonomous fleets Why AI + robotics = the true economic revolution The coming overcapacity vs. demand explosion in energy 7. Civilizational Shifts, Spirituality, and the Fourth Turning Generational cycles Could 9/11 have been the real start of the fourth turning? Human psychology, Fibonacci, TA, and why markets obey “natural laws” Why we’re lucky to live through the Internet → smartphone → AI → robotics transition in one lifetime 8. Closing Thoughts — Gratitude for a Wild Era Living through history Managing fear vs. embracing transformation Looking ahead to Bitcoin’s and AI’s next leap Why optimism is the only way through massive change Follow us on Twitter @MrEBITDA @ShimonLazarov Support the show

    53 min

  7. 03/27/2024

    Bitcoin crashes by $10,000 but we're happy!

    Summary In this episode, Alex and Shimon discuss Bitcoin's power law and its implications for the future of the cryptocurrency. They explain the concept of power law and how it differs from previous models of Bitcoin's price. They also draw parallels between power law in nature and Bitcoin's price corridor. The hosts highlight the significance of the power law model and its rigorous analysis compared to previous models. They conclude by exploring the potential of AI and robotics, showcasing a demo of a robot interacting with Chad GPT-4. The conversation covers various topics related to AI, including the power of AI chips, the potential increase in energy demand, the importance of open-source AI, and the need for trust and transparency in AI development. The intersection of crypto, AI, and open source is also discussed, highlighting the role of cryptographic proof and on-chain data. The dangers of concentrated power in AI and the importance of societal input in shaping AI values are explored. The hosts express disappointment with a podcast interview style that lacks depth and critical questioning. Takeaways * Bitcoin's price follows a power law, which is a mathematical model that predicts a straight line on a log-log scale graph. * The power law model provides a more rigorous and accurate analysis of Bitcoin's price compared to previous models. * Power law is a common phenomenon in nature, seen in the relationship between body mass and metabolic rate in animals. * The power law model suggests that Bitcoin's price will continue to grow over time, with a predicted floor price and a slower rate of growth in the future. AI chips are becoming increasingly powerful and are driving advancements in AI technology. * The use of AI will likely lead to an increase in energy demand, which could lower the cost of energy and benefit industries like Bitcoin mining. * Open-source AI allows for innovation and collaboration, ensuring that AI development is not controlled by a single company or entity. * The intersection of crypto, AI, and open source has the potential to create more transparent and trustworthy AI systems. * Concentrated power in AI development poses risks, and it is important to involve society in shaping AI values and decision-making. Chapters 00:00 Introduction and Bitcoin's Power Law 02:45 Understanding Power Law and Bitcoin's Price 07:59 Power Law in Nature and Bitcoin's Price Corridor 13:00 Implications of Power Law for Bitcoin's Future 22:05 Predictions and Investment Potential 22:56 Exploring AI and Robotics 26:47 Reflection on Performance 27:11 The Power of AI Chips 27:40 Nvidia's AI Chip Innovations 28:29 AI at the Chip Level 29:18 Increased Energy Demand 30:17 Energy Consumption and Efficiency 31:04 The Excitement of Using More Energy 31:23 Open Source AI and Innovation 32:19 Genetic Algorithms and Open Source AI 37:39 The Intersection of Crypto, AI, and Open Source 42:32 The Importance of Open Source AI and Trust 43:28 The Need for Cryptographic Proof and On-Chain Data 45:47 The Dangers of Concentrated Power in AI 46:16 The Role of Society in Shaping AI Values 47:58 Disappointment with Interviewing Style 50:09 The Dollar Auction Show and Strong Opinions Apple Podcast: https://tinyurl.com/36u8fmbr Spotify Podcast: https://tinyurl.com/4zv6syfc Hardcorefinanceshow.com Follow us on Twitter @MrEBITDA @ShimonLazarov Support the show Support the show

    52 min

  8. 03/08/2024

    $70K Bitcoin and the AI Revolution

    Summary In this conversation, Shimon and Alex discuss the all-time high of Bitcoin and the excitement surrounding it. They also delve into the role of technology in various industries and the exponential growth of tech advancements. The conversation then shifts to Tesla's full self-driving algorithm and the value of edge cases in machine learning. They touch on media manipulation and the biased portrayal of Bitcoin in the media. Finally, they highlight notable Bitcoin critics and the impact of their opinions. In this conversation, Alex and Shimon discuss various topics related to Bitcoin, AI, and energy. They criticize financial experts who have made inaccurate predictions about Bitcoin and housing affordability. They explore the impact of Bitcoin and AI on energy demand and the need for low latency in AI and Bitcoin transactions. They also discuss the role of nuclear power in meeting energy demand and the potential for renewable energy to shape the future of energy markets. The conversation concludes with a celebration of Bitcoin's success and the potential for its continued growth. Takeaways Bitcoin reaches an all-time high, generating excitement among investors.Technology is infiltrating every industry, leading to exponential growth and advancements.Tesla's full self-driving algorithm demonstrates the value of edge cases in machine learning.Media manipulation can shape public perception of Bitcoin and other topics.Chapters 00:00 Introduction and All-Time High 00:41 Bitcoin Price Update 02:26 Bitcoin Trading Strategies 03:01 The Purpose of the Podcast 04:05 Technology in Every Industry 05:12 Bitcoin and Technological Advancements 06:10 Understanding Tech and Exponential Curves 06:30 Deep Dive into Tech Podcasts 07:24 Tesla's Full Self-Driving Algorithm 08:22 The Value of Edge Cases in Machine Learning 09:18 The Scalability of Tesla's Self-Driving Model 10:31 Media Manipulation and Bitcoin Critics 15:12 Bitcoin as the Cockroach of Investments 16:11 The Media's Influence on Perception 19:24 Engagement Farming and Bitcoin Critics 20:20 The Impact of Bitcoin Critics 20:52 Criticism of Financial Experts 22:13 Bitcoin and AI's Impact on Energy Demand 23:40 The Role of Nuclear Power in Meeting Energy Demand 28:02 The Need for Low Latency in AI and Bitcoin 30:02 Renewable Energy and the Future of Energy Markets 32:05 The Geopolitical Implications of Energy Independence 35:12 Bitcoin's Role in Increasing Energy Demand 36:21 Bitcoin's Price Action and the Impact of ETFs 39:14 The Future of Bitcoin Cycles 41:29 Barriers to Bitcoin Adoption 42:00 Celebrating Bitcoin's Success Apple Podcast: https://tinyurl.com/36u8fmbr Spotify Podcast: https://tinyurl.com/4zv6syfc Hardcorefinanceshow.com Follow us on Twitter @MrEBITDA @ShimonLazarov Support the show

    43 min
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About

Insightful. Balanced. Provocative.Brave enough to leverage the market? Bold enough to challenge the status quo? Join Alex Chizhik @MrEbitda and @ShimonLazarov as they bring their 15+ years business experience to a data-driven debate. From Bitcoin to the NASDAQ, Government Regulations to Real Estate Trusts, Facebook to Moderna. If you care about the economy, finance, or investing this podcast is for you.

Information

  • Creator
    Shimon Lazarov and Alex Chizhik
  • Years Active
    2019 - 2026
  • Episodes
    107
  • Rating
    Explicit
  • Copyright
    © 2026 Dollar Auction Show
  • Show Website
    Dollar Auction Show

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