Rob Wallace | Bitcoin News

Bitcoin News

At Bitcoin News, we're dedicated to bringing you the latest insights and analysis on the Bitcoin ecosytem. Here you'll find in depth interviews and live streams on how macro, finance, capital markets and geopolitics are impacting Bitcoin. Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoins emerging role as a new monetary revolution and financial system.

  1. 1h ago

    "Companies Won't Need People" — The AI Blackpill No One Is Ready To Hear | Fernando Nikolic

    You have roughly 18 months before AI permanently separates the builders from everyone else. Fernando Nikolic, former VP at Blockstream and now a profitable AI solo founder, says most people including most Bitcoiners are going to end up on the wrong side of that line. In this conversation we get into the permanent underclass, the dying Bitcoin culture, the chaos gap we are all living through, and the forensic analysis Fernando ran using 17 AI sub-agents through five years of Michael Saylor's public communications that found something deeply disturbing about how the STRC launch was engineered. Here is what we cover: • What the permanent underclass actually means and why you only have 18 months to escape it • What it is like to run a fully profitable business where all your employees are AI agents • Why AI psychosis is real and how Fernando pulled himself back from the edge of it • Why taste and voice are the last human advantages that AI cannot replicate • How the Gutenberg printing press, Bitcoin, and AI are all doing the exact same thing to different institutions • Why AI is homogenizing the web and what that means for anyone trying to build a brand • The forensic analysis of five years of Saylor's communications and what it reveals about how STRC was engineered • Why Strategy selling 700 Bitcoin in 2022 moved markets less than selling 32 Bitcoin in 2026 • What Perception is, what it does, and how companies are already using it to track narrative shifts in real time • Why BIP-110 is failing to break out of the Bitcoin echo chamber and what it would take to change that • Why this bear market has the worst memes and most uninspired content of any bear market Fernando can remember • Why the Bitcoin and AI symbiosis is the only narrative that can drive the next wave of real adoption SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

    1h 12m
  2. 4d ago

    We Just Entered Stage 3. This Is Exactly When Bitcoin Bottoms. | Ben Cowen

    Back in the fall of 2025, when almost everyone was calling for a final blow off top above $200K, Ben Cowen said the opposite. The top is in. A year long bear market is coming. Nine months later, he has been proven right. Now he is back to give you the exact price target, the exact month he has circled on his calendar, and why the biggest Bitcoin treasury company on earth bleeding out might just be the thing that finally ends this bear market. Here is what we get into: • How Ben called the October top when everyone else was calling for $200K • Why the four year cycle remains undefeated and why it has nothing to do with the halving • The three stages of a bear market and why we just entered stage three • Why October keeps showing up in the data no matter which indicator you use • The MicroStrategy chart from last cycle that points to the exact same week in 2026 • Why the realized price at $53K and the balanced price at $38K are the two levels to watch • Why the 200 day moving average is resistance until 2027 • How volume spikes have ended every prior bear market and why we have not seen one yet • Why narratives follow price and not the other way around • Why a stock market correction in August or September could be the catalyst that unlocks rate cuts • Why the people who end bear markets are always forced sellers, not willing ones • Why social interest in Bitcoin is down 10x from the 2021 peak and what that tells you about timing • Why Ben is already okay with starting to accumulate at current prices He is not a perma bear. He is just following the data. And the data says October. 🔔 Subscribe for weekly Bitcoin and macro analysis. Follow Benjamin 👉 @benjaminjcowen SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets

    40 min
  3. Jun 26

    The Bitcoin Bear Market Nobody Prepared You For | Will Reeves

    Bitcoin is down 50 percent. Stocks are at all time highs. The preferred shares sold as money market alternatives are trading 25 percent below par. And the man who said he would never sell Bitcoin just sold Bitcoin, causing a deep bear market in both crypto and MicroStrategy. Will Reeves, CEO of Fold, has been building in Bitcoin for over a decade. He has been through every bear market. And he says this one feels different. Not because Bitcoin is broken, but because for the first time, the whole world is watching. Here's what we get into: • Why this bear market feels different to a decade-long Bitcoin builder • Whether the four year cycle is truly undefeated and what that means for where we go next • The real story behind the preferred shares down 25 percent and who actually bought them • Why Saylor's transparency was one of his greatest assets and how the last few months have challenged that • Whether Strategy having 850,000 Bitcoin is a risk to the entire market • How gold took decades to emerge from the derivatives games played on top of it and why Bitcoin could face the same thing • Why institutions are in wait and see mode and what would bring them back • How Fold sold Bitcoin to fund the business and why that was the right call • Why airline miles are the ultimate shitcoin and how Fold has delivered $70 million in Bitcoin rewards instead • How Steak and Shake's Bitcoin integration is the most bullish real world signal nobody is talking about • Why HODL does not mean hold to your grave and what it actually means to use Bitcoin to unlock your life The end goal is not Bitcoin. Bitcoin is the tool. This conversation is about what it unlocks. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Plays SatsDrop from Rhino and win FREE Bitcoin today 👉 https://bit.ly/3Sndb1T 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

    1h 6m
  4. Jun 17

    They Are Forcing The Final Melt Up Before A Crash Bigger Than 2008 | John Gillen

    The Dow just hit a record high above 52,000. Elon Musk became the first trillionaire in history. And Bitcoin is sitting 50% off its high with some of the worst sentiment on record. So are we in the mother of all bubbles? Former BlackRock VP John Gillen, host of @MilkRoadMacro , joins Bitcoin News to break down one of the strangest macro setups in years. Record highs in the indices, a brutal grind in Bitcoin, an AI IPO frenzy led by SpaceX at a 1.77 trillion dollar valuation on a company that lost roughly 5 billion dollars last year, and Kevin Warsh stepping in for his first FOMC meeting as Fed Chair with inflation ticking back up. John recently sat down with macro analyst Henrik Zeberg, who argues this is a final blow-off top before a deflationary crash that could rival 2008. We pressure test that thesis from every angle and ask where John actually stands. In this episode: 🔶 Are we in the biggest bubble in history, and how close are we to the end of it 🔶 Is the AI trade real, and does the SpaceX IPO mark the top 🔶 Is Bitcoin a safe haven, or the canary in the coal mine 🔶 Why is Bitcoin sentiment so poor while the indices print records 🔶 The case for hard assets as sovereign debt goes parabolic 🔶 How an ex-BlackRock insider is positioned right now SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 👉 Follow Bitcoin News for daily Bitcoin updates, macro analysis, and the conversations that help you read the cycle before the rest of the market catches up.

    1h 3m
  5. Jun 15

    Retire On WAY Less Bitcoin Than You Think By 2030 [6.15 BTC Is NOT The Answer] | Trey Sellers

    Everyone asks how much Bitcoin they need to retire. Almost no one asks if they actually have a plan to get there. Trey Sellers of Unchained and FireBTC joins the show to break down the retirement math Wall Street uses, why Bitcoin completely rewrites the equation, and how a focused four-year stacking sprint could put ordinary people on a path to financial independence decades earlier than they ever thought possible. Here's what we cover: • Why 6.15 BTC is the meme answer and what the real answer actually depends on • The 4% rule explained and why Bitcoin lets you apply an 8% withdrawal rate instead • Why selling your stocks first and letting your Bitcoin run longer is the smarter withdrawal order • The four-year stacking sprint — why front-loading your effort early has a compounding impact that nothing else can replicate • Why someone saving less but starting 10 years earlier will end up far wealthier than someone saving more and starting late • How every extra 1% allocated to Bitcoin increases total portfolio returns by 9.6% • Why the fire movement has a blind spot that Bitcoin fixes — and why Bitcoiners have a blind spot that fire frameworks fix • The difference between good debt and bad debt and why paying off your mortgage early might be the worst financial decision you can make • How to get spousal buy-in on a stacking sprint without sounding crazy • The FireBTC Compass — a free privacy-first browser tool that runs your retirement numbers without sending your data anywhere Most Bitcoiners know how to stack. Far fewer know when they have stacked enough. This video is for both. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW TREY: @tsellers33 FOLLOW UNCHAINED: @unchainedbtc SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

    1h 2m

About

At Bitcoin News, we're dedicated to bringing you the latest insights and analysis on the Bitcoin ecosytem. Here you'll find in depth interviews and live streams on how macro, finance, capital markets and geopolitics are impacting Bitcoin. Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoins emerging role as a new monetary revolution and financial system.

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