Proof of Thought

Proof of Thought
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Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it

  1. MAY 9

    Self-Paying Bitcoin Mortgage, Here's How it Works | CJ Konstantinos

    Help support the channel by checking out our amazing sponsors: https://www.joincrowdhealth.com/proof and https://mangrove.ai ⚡ CrowdHealth is a peer to peer healthcare platform that removes insurance middlemen and aligns incentives through community driven incentives. Listeners of Proof of Thought can try it for $99 per month for the first three months at joincrowdhealth.com/proof. ⚡ Mangrove is a non custodial automated trading platform for digital assets. The platform allows you to easily build and deploy trading bots with built in guardrails and safety stops. Visit Mangrove.ai to access their developer tools or join the waitlist. Early adopters get 2 months free. 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! #Bitcoin #Crypto #Investing Follow CJ: X: https://x.com/CJKonstantinos Peoples Reserve: https://www.peoplesreserve.com Today's conversation is with CJ Konstantinos, founder of People's Reserve and creator of the Bitcoin Fair Value indicator — a 10-year Bitcoin veteran who has built his career at the intersection of Bitcoin mining, monetary theory, and decentralized finance. CJ shares his framework for understanding Bitcoin not simply as a speculative asset or savings technology, but as engineered money — the only asset in the world capable of raising or lowering its own cost of production through the halving and difficulty adjustment mechanism, and why that design makes it the most pristine form of collateral ever created. In this episode, he breaks down how Bitcoin mining shaped his understanding of price discovery, why the cost of production acts as a structural price floor, and how to use that framework to determine whether you should be accumulating Bitcoin or accumulating dollars at any given point in the cycle. We also discuss why the financialization of Bitcoin — using it as collateral rather than selling it — represents the next major wave of adoption, and how People's Reserve is building the financial tools to make that possible through Bitcoin-powered mortgages and collateralized sound money obligations. Timestamps: 0:00 CJ's Bitcoin Journey 4:42 CrowdHealth Sponsorship 5:55 Mangrove Sponsorship 6:43 How Bitcoin Mining Predicts Bitcoin's Future Price 10:21 If You Truly Understand Bitcoin, Don't DCA 13:53 "The Halving" and Why It's Like Bitcoin's Central Bank 17:21 Why Engineered Money is an Advantage Over Gold and Fiat 21:43 Bitcoin's Adaptability is its Secret Weapon 25:38 You Need to Know Why Bitcoin is Being Monetized 31:29 Peoples Reserve Lets You Borrow Against Bitcoin to Pay Your Mortgage 35:00 How is Peoples Reserve Funded? 41:14 This Is Bitcoin's Next Trigger 47:14 Is the Bitcoin Strategic Reserve A Failure Yet? 55:05 What Does a Successful Bitcoin Strategic Reserve Look Like? 57:12 Closing Thoughts About CJ: CJ Konstantinos is a 10-year Bitcoin veteran who views BTC as the reserve asset of the internet economy and the most pristine form of collateral in the world. He is the creator of the btcFairValue (BFV) indicator, a tool used by miners for algorithmic treasury management, and the founder of People's Reserve and Christian Investment Analysis. As founder of People's Reserve, he's known for developing innovative financial products like self-repaying mortgages and Bitcoin-backed loans, and has been outspoken about navigating the regulatory challenges that come with operating in the Bitcoin lending space. Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ See Full Disclaimer Here: https://drive.google.com/file/d/1B4TH--7oKxbqahMDhrnfJElCS3UGCfFm/view?usp=sharing

    58 min

  2. APR 25

    Lyn Alden: The Collapse Is Here, Nothing Stops This Train

    Help support the channel by checking out our amazing sponsors: https://www.joincrowdhealth.com/proof and https://mangrove.ai⚡ CrowdHealth is a peer to peer healthcare platform that removes insurance middlemen and aligns incentives through community driven incentives. Listeners of Proof of Thought can try it for $99 per month for the first three months at joincrowdhealth.com/proof.⚡ Mangrove is a non custodial automated trading platform for digital assets. The platform allows you to easily build and deploy trading bots with built in guardrails and safety stops. Visit Mangrove.ai to access their developer tools or join the waitlist. Early adopters get 2 months free. ⭐️ Follow Lyn X: https://x.com/LynAldenContact Website: https://www.lynalden.com/ Today's conversation is with Lyn Alden, founder of Lyn Alden Investment Strategy and author of the bestselling book Broken Money. Lyn shares her framework for understanding why the current monetary system is broken, drawing on the historical parallels between the economic cycles of the 1920s-1940s and today. In this episode, she breaks down how debt bubbles form and collapse, why the transition from private to public sector debt is inherently inflationary, and why she believes continued currency debasement is now the likely path forward for the United States and much of the developed world. Lyn explains why the Fed's inflation targeting works against everyday workers/savers, how scarce assets have historically been the only shelter from debasement, and why Bitcoin represents something new. Timestamps: 0:00 If the 2020s is like the 1940s, what can we expect in the 2030s? 5:50 #ads 7:52 Are we heading towards continued debasement? 9:14 Why you should be concerned there's 325x more broad money per person 12:53 Price deflation is good; here's why 19:08 Current policy encourages consumption, how should we avoid this? 22:57 Central banks are controlling gold's price 28:04 U.S. asset freezes are killing treasuries 30:40 Why don't other countries just hold neutral assets to avoid freezes? 34:59 Will bitcoin become the world's reserve currency? How can it do so? 39:14 The current dollar systems is destined to fail 41:42 Have we irreversibly given up control of money to banks? 45:57 The modern system is designed for banks (like SVB) to fail 50:08 Why do countries with failing currencies not turn towards hard money? 51:50 How Lyn would fix the money if she was president 58:31 What Lyn would change about Broken Money 1:00:34 Was it coincidence that bitcoin appeared after the 2008 crisis? 1:03:24 Why bitcoin is the right solution to broken money 1:08:25 What does bitcoin need to accomplish to fix the money 1:11:02 What value does MSTR provide to bitcoin? Video Editor: Jane Baer (janebaer03@gmail.com) Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    1h 15m

  3. APR 25

    Your Health Insurance Is (Obviously) a Scam — Here’s the Proof (And the Fix)

    🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Andy Schoonover X: https://x.com/andyjschoonover And check out CrowdHealth today: https://www.joincrowdhealth.com/promos/proof Today’s conversation is with Andy Schoonover, founder and CEO of CrowdHealth, a healthcare alternative designed to replace traditional insurance with a community-driven model — powered in part by Bitcoin. Andy’s journey into Bitcoin started with a growing skepticism of the traditional financial system and the long-term viability of the U.S. dollar. That same first-principles thinking ultimately led him to challenge another massive system — healthcare. He’s now on a mission to rebuild healthcare from the ground up. In this episode, we dive into why Andy believes the dollar will ultimately fail and why Bitcoin is positioned to win — and how those beliefs directly shaped the creation of CrowdHealth. We break down what’s fundamentally broken about traditional healthcare, why incentives are deeply misaligned, and how CrowdHealth offers a radically different model that is often significantly more affordable. Andy also walks through exactly how CrowdHealth works in practice, including real examples of how medical costs are funded, what users actually pay, and why the model gets cheaper over time. We also explore how Bitcoin fits into the future of healthcare, Andy’s vision for redesigning the U.S. system, and a wild early story involving Mark Zuckerberg and the early days of Facebook. Timestamps: 00:00 - Andy’s Bitcoin Origin Story 05:31 - Why The Dollar Will Fail & Why Bitcoin Wins 07:57 - CrowdHealth’s Origin Story 11:53 - Why Traditional Healthcare Is Broken 15:23 - Misaligned Incentives In Healthcare 20:49 - Expanding Access To Healthcare 23:58 - OPNEXT (#ad) 24:45 - How CrowdHealth Works In Practice 34:24 - Average Cost For A CrowdHealth User 38:14 - Why CrowdHealth Is Cheaper Than Insurance 42:34 - Real Example Of CrowdHealth Funding A Medical Event 45:26 - Why CrowdHealth Gets Cheaper Over Time 48:03 - How CrowdHealth Uses Bitcoin 52:19 - Mark Zuckerberg & The Early Facebook Story 55:26 - How Andy Would Redesign U.S. Healthcare 58:09 - Andy’s Vision For The Future Of CrowdHealth About Andy Schoonover: Andy Schoonover is the founder and CEO of CrowdHealth, a healthcare platform built to replace traditional insurance with a community-based model. He combines first-principles thinking, Bitcoin conviction, and real-world operating experience to challenge one of the largest and most broken systems in the United States. Video Editor: Jane Baer (janebaer03@gmail.com) Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    1h 1m

  4. APR 19

    Dan Ives: The Next Bitcoin Bull Run Starts In A Crisis

    #Bitcoin #Crypto #Investing 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Dan Ives X: https://x.com/DivesTech Today’s conversation is with Dan Ives, Global Head of Technology Research at Wedbush Securities and one of the most followed analysts covering AI, Big Tech, and market trends. Dan shares his evolving view on Bitcoin and crypto in the context of the AI revolution, explaining how digital assets fit into a rapidly changing technological and economic landscape. In this episode, he breaks down the inflation vs deflation debate, what it means for markets, and why AI could fundamentally reshape productivity, pricing, and long-term economic cycles. We also discuss the Q1 2026 stock market correction, sentiment around tech stocks, and how AI developments from companies like Anthropic are influencing investor behavior and valuations. Dan explains why AI may act as a powerful democratization tool, how individuals can position themselves for the shift, and what the future of work, society, and wealth creation could look like in an AI-driven world. We also explore privacy concerns, WorldCoin, and the rise of digital identity systems, along with Dan’s personal journey and lessons from decades covering the biggest tech trends. Timestamps: 0:00 Bitcoin, Crypto, and AI 2:55 Inflation vs Deflation and Market Impact 6:00 Q1 2026 Stock Market Correction and Predictions 8:16 OPNEXT (#ad) 9:03 AI, Anthropic, and Tech Stock Sentiment 11:16 AI as a Democratization Tool 14:45 Preparing for the AI Revolution 15:38 The Future of AI, Technology, and Society 18:30 WorldCoin, Digital Assets, and Privacy 20:00 Dan Ives’ Career Journey and Insights About Dan Ives:Dan Ives is the Global Head of Technology Research at Wedbush Securities and a leading voice on AI, Tech, Bitcoin, and equity markets. Known for his coverage of companies like Apple, Tesla, and Microsoft, Ives provides insight into how technological innovation intersects with market trends and investor sentiment. #Bitcoin #Crypto #Investing ----------------------------------------------------------------------------------------------------------------------- Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 ----------------------------------------------------------------------------------------------------------------------- Nuclear Engineer: Here's When to Turn Bullish on Bitcoin | Benjamin Cowen Astrophysicist: The Best Bitcoin Explanation You've Ever Heard | Stephen Perrenod Jordi Visser: Bitcoin is About to Have a Historic RotationVideo Editor: Brad LeFever Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments. Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions. The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned. PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    24 min

  5. MAR 27

    Inside the $30M Launch of a Bitcoin Startup

    #Bitcoin #Crypto #Investing #ad 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Kevin X: https://x.com/kevinlhr88 Saturn X: https://x.com/saturn_credit Saturn: https://saturn.credit/ Today’s conversation is with Kevin Li, CEO and co-founder of Saturn, a digital credit protocol built on top of Strategy's Bitcoin-backed preferred equity. In this episode, Kevin shares how his time leading research and product development at Artemis — a leading blockchain data firm — exposed him to the growing demand for off-chain yields within DeFi, and how a chance moment at a Bitcoin conference crystallized his vision for Saturn. We discuss Kevin's belief that digital credit represents the next major wave of Bitcoin adoption, not just for institutions, but for the hundreds of millions of global users who have access to stablecoins but not US brokerage accounts. The conversation covers how Saturn is building an on-chain money layer on top of instruments like STRC, why DeFi currently lacks yield at institutional scale, and how Saturn's dynamic reserve system is designed to manage the unique risks of unsecured preferred equity. Kevin also breaks down his three-stage vision for Saturn and why he believes that, much like Bitcoin itself, digital credit will eventually reach a trillion-dollar scale. Timestamps: 0:00 Kevin's Background 2:32 How Has Bitcoin/Digital Credit Evolved Since 2024? 5:06 A Unique Story From Kevin's Crypto Experience 6:06 OPNEXT ad (#ad) 6:53 What is Kevin's Company, Saturn? 9:50 Why Buy Saturn Over Microstrategy's STRC? 12:54 When Will Saturn Serve U.S. Retail? 13:44 Will Saturn Add More Than STRC? 15:43 Will Saturn Add Separate Products? 17:52 The Risks of Saturn 19:44 How Does Saturn Make Money? 20:09 How Much Is Saturn Worth? 22:39 Is Digital Credit + Crypto Really the Future? About Kevin: Kevin Li is the CEO and co-founder of Saturn Labs, a stablecoin protocol building the first on-chain application layer for Bitcoin-backed digital credit. Originally from Shanghai and raised in Boston, Kevin studied data science at the University of Pennsylvania, where he began investing in equity markets at just 18 years old. Saturn has since raised $800K from YZi Labs and Sora Ventures and entered its public launch phase with $30 million in committed capital. Today, Kevin is focused on making digital credit composable, programmable, and accessible to the estimated 500 million global stablecoin users who currently have no pathway into US credit markets Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Jane Baer (janebaer03@gmail.com) Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    28 min

  6. MAR 18

    Engineer Thought Bitcoin Was a Scam, Then He Did the Math | Dr. K

    #Bitcoin #Crypto #Investing 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Joe X: https://x.com/drkmath777 Website: https://www.drkmath777.com/home Today’s conversation is with Joe Kazemi, also known as Dr. K. Joe has a background in quantitative methods and statistics, which has influenced his analytical approach to understanding Bitcoin. His journey into the world of cryptocurrency began with skepticism, but personal experiences and historical observations of currency hyperinflation led him to explore Bitcoin more deeply. In this episode, Joe shares how he first encountered Bitcoin and initially dismissed it as a scam. However, witnessing the limitations of traditional financial systems and the potential of Bitcoin to offer financial sovereignty changed his perspective. This realization prompted him to start accumulating Bitcoin and delve into its mechanics. We discuss Joe's view of Bitcoin as a tool for breaking financial dependency and its potential to expose industries that lack real value. He emphasizes the importance of self-custody and how it empowers individuals to control their economic future without reliance on banks. The conversation also covers Joe's strategies for accumulating Bitcoin and why he sees Bitcoin's volatility as a natural part of its growth. Timestamps: 0:00 The One Main Problem Bitcoin Solves 2:13 Bitcoin Exposes This Industry for Not Adding Value 5:10 Don't Try to Tell People About Bitcoin, Unless... 6:34 How to Let People Discover Bitcoin "On Their Own" 9:34 Joe's Background 16:25 Joe's Bitcoin Price Journey 20:08 The Experience of Holding Through Bitcoin's Highs and Lows 22:26 The Bitcoin Concept that Flipped Joe's Worldview 23:41 Joe's Math Background Slowed His Understanding of Bitcoin 25:01 Does Joe DCA differently with Bitcoin at $60k? 30:37 What does Proof of Work Mean to Joe Personally 33:08 Does Bitcoin Still Have Asymmetric Upside at $60k? 36:46 Most Common Misconception About Bitcoin 44:07 Bitcoin's CAGR Over the Next Decade 46:37 If You Haven't Bought Bitcoin Yet, Do This 48:29 Closing Thoughts ----------------------------------------------------------------------------------------------------------------------- Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 ----------------------------------------------------------------------------------------------------------------------- Video Editor: Isabel Stokes (igs2016@nyu.edu) Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    50 min

  7. MAR 10

    Bitcoin to $2 Million Over 10 Years? Here's the Math!

    🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! Today’s conversation is with Jim, a retired telecommunications entrepreneur and long-time Bitcoin advocate who describes himself as a “boots-on-the-ground” Bitcoin evangelist. Jim spent more than two decades building a business in the telecom industry before retiring at age 49. His experience watching the early adoption of telecommunications technology shaped how he evaluates emerging innovations today. In this episode, Jim explains how he first discovered Bitcoin around 2016, initially dismissing it before revisiting the technology when he noticed companies like Overstock accepting it as payment. That moment led him to buy his first Bitcoin and begin studying the system more deeply. We discuss why he views Bitcoin primarily as a deflationary technology, comparing its potential impact to the early days of the internet and mobile communications. Jim shares how witnessing a simple Bitcoin transaction between his own wallets became a pivotal realization about censorship-resistant digital money. The conversation explores his framework for understanding money as technology, information, and energy, and how Bitcoin allows individuals to store economic value in a system that cannot easily be debased by governments. Jim also discusses practical strategies for accumulating Bitcoin, including dollar-cost averaging, long-term holding, and avoiding trading. He explains why volatility is normal for early-stage technologies and why he views price drawdowns as opportunities rather than risks Timestamps: 00:00 Jim's Background and Bitcoin "aha" moment 5:49 What moment made Jim go all-in on bitcoin? 8:58 How bitcoin buys your time back 15:19 How does Jim deploy capital into bitcoin 20:12 Why bitcoin fixes the dollar's debasement 25:11 What is bitcoins CAGR over the next 10 years? 28:17 What are bitcoin's next catalysts? 32:54 Investing in bitcoin vs getting out of retirement and working 38:35 What Jim uses to orange pill people 41:49 What are the best questions Jim gets about bitcoin in conversations 44:53 The best way to hold/custody bitcoin 46:56 Jim's thoughts on bitcoin ETFs 47:54 The best way to learn about bitcoin today #Bitcoin #Crypto #Investing ----------------------------------------------------------------------------------------------------------------------- Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 ----------------------------------------------------------------------------------------------------------------------- Intro Song: Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments. Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions. The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned. PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    51 min

  8. MAR 1

    Jordi Visser: Bitcoin Is About to Have A Historic Rotation

    #Bitcoin #Crypto #Investing 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Jordi X: https://x.com/jvisserlabs YouTube: https://www.youtube.com/@UCSLOw8JrFTBb3qF-p4v0v_w AI Macro Nexus: https://ai.22vresearch.com/ Today’s conversation is with Jordi Visser, a former Wall Street portfolio manager focused on macro trends, artificial intelligence, and Bitcoin. Jordi argues Bitcoin’s upside is tied less to inflation or liquidity and more to software disruption. He views it as a code-based growth asset that trades alongside leading technology companies. In this episode, he explains why AI is accelerating deflation, compressing SaaS margins, and pressuring long-duration fiat assets. He believes this shift could drive capital toward digitally native systems over time. We discuss the AI arms race among hyperscalers, risks to software business models, and why tokenized real-world assets may struggle in an era of perfect replication. Jordi also shares views on Bitcoin allocation, generational risk-taking, and why becoming AI native may be essential for career durability. The conversation closes with reflections on community, identity, and how AI-driven change may reshape markets and daily life in the decade ahead. Timestamps: 0:00 Bitcoin's Correlation to Software 4:40 When and why would Bitcoin crash to $40k? 8:52 Will Bitcoin Become Institutionalized? 11:36 How deflation will impact bitcoin and jobs 17:05 "The Supersonic Tsunami": Why It's Coming 20:22 Why Companies Built on Code Are Doomed 23:30 The AI Culture Shift 25:46 Will AI Democratize Or Make the 1% Richer? 30:04 How People Can Get Ahead Using AI in 2026 30:54 What Jobs Should Young People Target To Survive AI 34:00 Why Has there Been No Major Deleveraging Event? 40:54 Time and Patience Are Crucial For Bitcoin 45:34 How Financially Secure Should You Be Before Investing Into Bitcoin? 48:11 What Will Our Daily Lives Look Like Decades Ahead With AI? About Jordi: Jordi Visser is a U.S.-based macro investor, market strategist, and financial commentator. He is known for analyzing global liquidity, monetary policy, and technological disruption—particularly artificial intelligence and digital assets—and how these forces interact with equity markets and the broader macroeconomic cycle. Visser has appeared on financial media platforms and podcasts where he discusses trends in inflation, Federal Reserve policy, and long-term structural shifts in the global economy. Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Emerson Little (elittle@fullerton.edu) Intro Song:Electronic Future Beats_Fadeout by QubeSounds 📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact inquiriespot@gmail.com ⚠️ Disclaimer This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

    53 min
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About

Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it

Information

  • Creator
    Proof of Thought
  • Years Active
    2025 - 2026
  • Episodes
    37
  • Rating
    Explicit
  • Copyright
    © Proof of Thought
  • Show Website
    Proof of Thought

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