BTC Sessions

Ben Perrin

Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!

  1. 1d ago

    What Bitcoin Treasury Execs Won't Tell You (But I Will) | Parker Lewis

    Mentor Sessions Ep. 088: Parker Lewis explains the hidden risks of Bitcoin treasury companies, perpetual preferred equity, market premiums, and Bitcoin as money. Bitcoin treasury companies were sold as a smarter way to own Bitcoin. Parker Lewis argues the premiums are a mispricing of risk that will flip to a discount. In this deep dive, Parker Lewis (author of Gradually, Then Suddenly) breaks down why any treasury company trading at a premium to the Bitcoin it holds is mispricing risk, why perpetual preferred equity is effectively lending fiat forever with no credit protections, and why the whole structure resembles a game of musical chairs. You'll learn how the double-tax corporate structure quietly erodes shareholder value, why $65,000 could buy you a full Bitcoin or only half a share's worth at peak premium, and how the market gets better at pricing this risk over time. You'll also hear why calling Bitcoin "not money" is the deeper problem beneath the marketing — and what that means for long-term holders of Strategy, Strive, and similar products. ⏱️ Timestamps: 0:00 - Intro 1:07 - Parker Lewis on Bitcoin Treasury Risks 1:42 - Self-Custody vs Treasury Company Tradeoffs 4:01 - Premiums Represent Mispriced Risk in Treasuries 5:18 - Why Strive Trades at Larger Premium Than Strategy 6:58 - Premiums Will Flip to Discounts Over Time 7:15 - Problems With Perpetual Preferred Equity Structures 9:13 - You Never Lose Principal in Preferred Equity 10:29 - Unpacking the Backed by Bitcoin Claim 12:26 - Tail Risk and Musical Chairs in Preferreds 14:01 - Products Remain Tied to Bitcoin Volatility 18:46 - Perpetual Preferred Means Lending Forever in Fiat 20:41 - Stretch and Strive Trading Below Par Value 23:09 - Strategy Volatility and Investors Touching Hot Stove 33:30 - Abundant Mines Hosting Sponsor 34:25 - Management Risk and Key Man Concerns 36:52 - Double Tax Structure in Corporate Bitcoin Holdings 41:13 - Treasury Companies vs Bitcoin ETF Differences 46:50 - Bitcoin Market Dwarfs Any Single Stock 48:07 - Greater Fool Theory and GBTC Parallel 1:00:01 - Holding Treasury Stocks at a Discount 1:00:43 - Incentives Behind Treasury Company Messaging 1:12:33 - Bitcoin Is Not Money Framing Problem 1:15:41 - Where to Follow Parker Lewis Parker Lewis references his book Gradually, Then Suddenly (free online at the Nakamoto Institute), Saifedean Ammous's The Bitcoin Standard, and his work at Zaprite. 🔗 Links & Resources: → Follow Parker Lewis on X: https://x.com/parkeralewis → Gradually, Then Suddenly: https://graduallythensuddenly.xyz/ → Zaprite (Bitcoin payments): https://zaprite.com → Nakamoto Institute (free Bitcoin literature): https://nakamotoinstitute.org 🔔 Subscribe for weekly Bitcoin Podcasts 🐦 Follow on X: https://x.com/BTCSessions 🐦 Follow on X: https://x.com/theBTCmentor ⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB #Bitcoin #BTC #BTCSessions #ParkerLewis #BitcoinTreasury #MicroStrategy #Strive #PreferredEquity #SelfCustody #BitcoinAsMoney #SoundMoney #GraduallyThenSuddenly #MarketPremium #BitcoinInvesting #Strategy

  2. 4d ago

    The Bitcoin Attacks are NOT About Money | Simon Dixon

    Mentor Sessions Ep. 087: Simon Dixon breaks down the Coldcard hack, BIP-110 chain split fallout, node vs miner power, and Bitcoin self-custody security in 2026. PART 1: Simon Dixon & Doomberg - https://youtu.be/Q0P0X7j_kcA Over $100 million in Bitcoin vanished in the Coldcard entropy bug — and days later a chain split ended with the nodes defeated and Bitcoin more centralized than before. Simon Dixon joins Nathan to trace what really happened. This is the deep-dive follow-up to the Doomberg conversation. You'll learn why Simon now treats every incident as an attack "guilty until proven innocent," how the BIP-110 resistance became the most successful node mobilization since the block size war yet still failed to move the mining pools, and why he refuses to die on a hill that ends in an altcoin. You'll see how the Coldcard low-entropy vulnerability, Zeus, Boltz and BTCPay attacks fit one pattern, and hear a clear framework for rebuilding your self-custody with dice-rolled entropy, multisig, and active participation. Simon and Nathan also unpack developer centralization, the loss of Knots as a competing implementation, and why sovereignty is proof of work you can't outsource. ⏱️ Timestamps: 0:00 - Intro 0:24 - Resuming After Doomberg Discussion 0:55 - Infrastructure Attacks on Coldcard and Others 1:32 - BIP-110 and Resulting Chain Split 1:50 - UASF and Block Size War History 2:50 - Tether Fees and Scaling Debates 4:02 - Barry Silbert and SegWit2x Deal 4:51 - Nodes Defeating Miners in Past Wars 6:02 - Role Reversal With Core Changes 7:35 - Running Knots to Support Resistance 8:20 - Developer Centralization Concerns Rise 10:14 - BIP-110 Failure and Altcoin Stance 11:39 - Knots Node Adoption Surge to 20% 12:08 - Infiltration Risks and Verification 12:54 - Can Node Minority Influence Miners 14:19 - Consensus Changes Remain Extremely Difficult 17:16 - More Centralized Yet Wiser After Events 18:13 - Social Fallout Losing Ocean and Knots 22:15 - Check Ego and Welcome Others Back 25:21 - Stay Suspicious While Shaking Hands 27:34 - Abundant Mines Mining Hosting 28:29 - Coldcard Low Entropy Bug Details 30:16 - Hack Impact on Bitcoin Purists 31:36 - Difficulty Spending Stolen Bitcoin 32:37 - Fed Recruitment via Stolen Coins 33:23 - Learn Entropy and Generate Secure Keys 36:03 - Assume Attack and Identify Beneficiaries 37:44 - Self Custody Sovereignty Comes at Cost 39:55 - Bitcoin Requires Active Participation 43:37 - Coordinated Message in All Attacks 45:14 - Final Advice Skepticism and Focus 🔗 Links & Resources → Simon Dixon on X: https://x.com/SimonDixonTwitt This is part one — subscribe so you don't miss part two where we go deep on the Bitcoin infrastructure attacks. 🔔 Subscribe for weekly Bitcoin Podcasts 🐦 Follow on X: https://x.com/BTCSessions 🐦 Follow on X: https://x.com/theBTCmentor ⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB #Bitcoin #BTC #BTCSessions #SimonDixon #BIP110 #ColdCard #SelfCustody #BitcoinKnots #NodeRunning #LightningNetwork #BitcoinSovereignty #BlockSizeWar #HardwareWallet #DontTrustVerify #BitcoinHack #BitcoinFork #HardFork

  3. 6d ago

    Globalism Has Already Lost (But No One Sees It) | Dixon & Doomberg

    Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy. The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows. In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two. ⏱️ Timestamps: 0:00 - Intro 1:36 - Doomberg and Simon Dixon on Global Shifts 2:07 - Shipping Choke Points Unwind Globalism 5:10 - Western Media Propaganda Exposed 8:14 - How Media Gets Captured by Power 12:13 - Real Purpose of Ukraine and Middle East Wars 22:38 - Biggest Empire Change in Our Lifetime 25:18 - Why Everything Depends on Beijing 28:35 - West Captured by Financial Industrial Complex 39:43 - Reading Oil Gold and Bond Markets 45:17 - Is Blackrock Weaker Than Its Reputation 53:25 - Building Mental Models for Information Overload 59:23 - What Energy Markets Are Really For 1:06:13 - Why Oil Below $90 Risks Greater War 1:09:07 - Real Capital Knows the Deal Is Coming 1:16:34 - Coldcard Hack and Contested Bitcoin Fork 1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities 1:24:00 - Self Custody Custody Risk and Sovereignty 1:36:24 - Michael Saylor Willingness to Sell Bitcoin 1:39:52 - What Strategy Is Built to Achieve 1:48:54 - Where to Find Doomberg and Simon Dixon Mentioned in this episode: Doomberg's forthcoming book on analysis and mental models, Simon Dixon's book "Game of Money," abundant mines hosting, and BTC Mentor for secure self-custody setup. 🔗 Links & Resources → Doomberg: https://doomberg.com → Simon Dixon on X: https://x.com/SimonDixonTwitt ⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB #Bitcoin #BTC #BTCSessions #SimonDixon #Doomberg #MichaelSaylor #Geopolitics #SelfCustody #Globalism #OilMarkets #Gold #StraitOfHormuz #MicroStrategy #Coldcard #SoundMoney #Oil #energymarket

  4. Jul 29

    Fauci’s 1,100-Page Diary + Fifth Amendment Silence | Dr. Peter McCullough

    Mentor Sessions Ep. 085: Dr. Peter McCullough explains Fauci's diary, COVID-19 lab origins, mRNA vaccine safety, spike protein persistence, and the biopharma complex. 600,000 Americans may have died from COVID vaccine complications — more than the virus itself, according to Dr. Peter McCullough — and Fauci just pleaded the Fifth on all of it. This conversation breaks down what the diary revealed, why the lab origin was buried, and where the mRNA platform goes next. Dr. Peter A. McCullough joins BTC Sessions to walk through Fauci's Senate Testimony, 1,100-page diary, the public-vs-private mask and lockdown contradictions, and the nearly million-dollar cash prize Fauci's staff engineered for him. You'll learn why McCullough believes SARS-CoV-2 is an engineered bioweapon, how his foundation found full-length spike protein and mRNA circulating three and a half years after injection, and what that means for the surge in 'turbo cancer.' You'll see the money trail through the biopharmaceutical complex — Gates, BioNTech, CEPI, Event 201, and the captured medical journals that refused to retract the fraudulent 'natural origins' paper. He also lays out the parallel research and wellness system he's building outside captured academia. ⏱️ Timestamps: 0:00 - Intro 0:30 - Fauci Senate Testimony and Diary Release 1:30 - 600,000 Vaccine Deaths Compared to COVID 2:30 - Fauci's Private Knowledge on Masks and Fatality Rate 4:00 - Fauci Staff Engineered Cash Prize Applications 7:00 - Fauci's Personal Vaccine Blood Clot Injury 8:00 - Ongoing Booster Push and Seventh Dose Campaign 11:30 - Journals Suppressed Lab Leak Despite Private Admissions 15:30 - Why Wet Market Origin Theory Persists 16:00 - Bioweapons Treaty and SARS-CoV-2 Classification 18:00 - Laboratory-Engineered Spike Protein Features 19:30 - Spike Protein Detected 3.5 Years Post-Vaccination 22:30 - Spike Detox Protocol and Treatment Options 24:30 - Turbo Cancer Rise and Spike Protein Mechanism 26:30 - mRNA Integration into Human Genome Evidence 28:00 - Broader mRNA Vaccine Platform Safety Concerns 29:30 - Hantavirus Scare and Moderna Vaccine Development 31:00 - Anatomy of the Biopharmaceutical Complex 34:30 - Gates Foundation Investment in BioNTech 38:00 - Journal Advertising and Vaccine Ideology 42:30 - Vatican Coin and 300-Year Vaccine Mythology 45:00 - Fourth Turning and Parallel Health Systems 48:00 - Vindication After Media Attacks on McCullough 51:00 - McCullough Foundation Books and Wellness Company Dr. McCullough references the McCullough Foundation (mcculloughfnd.org), his books 'The Courage to Face COVID-19' and 'Vaccines: Mythology, Ideology, and Reality,' a forthcoming book he says Bitcoiners will love, the Ultimate Spike Detox protocol, and The Wellness Company (twc.health). 🔗 Links & Resources: McCullough Foundation: https://www.mcculloughfnd.org The Wellness Company: https://www.twc.health/focalpoints Follow BTC Sessions on X: https://x.com/BTCSessions If you follow the money the way Bitcoiners do, this one connects the incentives most people never see. Subscribe for more honest Bitcoin and macro coverage, and follow @BTCSessions on X for the live shows. Reply with your take — where do you land on the origins question? #Bitcoin #BTC #BTCSessions #PeterMcCullough #Fauci #VaccineSafety #COVIDOrigins #LabLeak #Biopharma #SpikeProtein #mRNA #TurboCancer #FollowTheMoney #MedicalFreedom #Bioweapon #Fauci #FauciTestimony

  5. Jul 28

    $45k Bitcoin Can Happen… But the Data Says Don’t Panic | James Check & Joe Consorti

    Mentor Sessions Ep. 084: James Check and Joe Consorti analyze the Bitcoin market bottom, on-chain data, the AI bubble, and Strategy's sale in this 2026 macro breakdown. The Bitcoin bottom isn't confirmed — but James Check and Joe Consorti lay out exactly why $45K would break every precedent in Bitcoin's history and why 90% of the time price only goes higher from here. In this deep-dive conversation you'll learn why the market has entered what James calls the "time pain" chapter, how the AI bubble rotation could hand Bitcoin its bottom, and why Strategy's massive sale quietly killed one of Bitcoin's biggest pieces of FUD. You'll see the on-chain data behind long-term holders now sitting on 84% of supply, the 8-model study James ran to estimate when the bottom ends, and a concrete framework for DCA during downturns instead of chasing wicks. Joe breaks down the macro backdrop — oil, the 10-year Treasury at 4.7%, a hawkish Fed, and why the AI trade unwinding sets up a renewed risk-on environment. ⏱️ Timestamps: 0:00 - Intro 1:16 - James Argues Bitcoin Bottom Not In 2:31 - 45K Drop Matching 2015 Bear Market 3:39 - Why Bears Anchor to Round Numbers 4:27 - Self-Reinforcing Bearishness at Lows 5:34 - Joe on Bitcoin Resilience to News 6:17 - 79 Percent Drawdown Breaks Precedent 7:22 - Inflation Scare and Oil Price Swings 8:32 - Bitcoin Holds Amid Hawkish Fed 10:10 - February Capitulation and Loss Spike 11:47 - Bottoms Form on Malaise Not Vibes 13:06 - 200-Week Moving Average as Support 13:55 - Eight-Model Study on Bear Market End 15:59 - Joe on AI Trade Unwinding in Q4 17:32 - Bitcoin Led Market Lower This Cycle 19:35 - Iran Conflict Oil and Commodity Thesis 23:04 - Financial Nihilism and Rotating Capital 26:00 - Treasury Yields Housing and Inflation 30:31 - Boomers Mortgage Rates and Housing Shortage 33:07 - Australia's Housing Bubble Breaking 39:04 - On-Chain Data and Sentiment Washout 43:34 - Joe on Fear Greed and Next Narrative 47:43 - Blood in Streets Time to Accumulate 48:53 - Mean Reversion Index and DCA Plan 52:17 - Strategy Sale and Fading FUD 58:56 - Manage Your Own Emotions 1:01:38 - Where to Follow James and Joe James Check publishes on Substack (Checkonchain) and Joe Consorti runs his own YouTube channel and research — links below. 🔗 Links & Resources: → James Check (Checkonchain): https://www.checkonchain.com/ → Joe Consorti: https://www.joeconsorti.com/ → Book a 1-on-1 with a Bitcoin educator: BTCMentor.io 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io 📌 Previous Episodes: Bob Burnett → https://youtu.be/k4rtC3oQqlk ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB #Bitcoin #BTC #BTCSessions #JamesCheck #JoeConsorti #BitcoinBottom #OnChainData #BitcoinMacro #DCA #MarketCycles #Checkonchain #BitcoinAnalysis #AIBubble #200WeekMovingAverage #Crypto #BitcoinNews #OnChain #HODL #BitcoinPrice #CryptoAnalysis #BearMarket #BitcoinCycle #LongTermHolders #BitcoinETF #Macro #AITrade #MichaelSaylor #Strategy #BitcoinInvesting #CryptoMarket #StackSats #SellerExhaustion #BitcoinSentiment

  6. Jul 20

    Hashrate Collapse, BIP-110 Chain Split & Banks Will Mine Bitcoin | Bob Burnett

    Mentor Sessions Ep. 083: Bob Burnett explains the Bitcoin hash rate decline, BIP-110 chain split, nation state mining, and why banks will mine block space. Bitcoin's hash rate has been declining for nearly a year for the first time in 16 years — and Bob Burnett of Barefoot Mining explains why it keeps falling straight through the next halving. This is the mining reset almost nobody is pricing in. In this conversation you'll learn why the big publicly traded miners quietly shed Bitcoin and pivoted to AI and data centers, why Bob believes financial institutions and nation states (Iran included) are the real next entrants — not energy companies — and why they'll mine for block space control rather than the coins themselves. You'll see how the BIP-110 (RDTS) activation at block 961632 in mid-August could trigger a chain split, exactly what miners and plebs should do before that block, and why the fight is really about Core's process and the SegWit discount, not just spam. Bob also breaks down the miner's trilemma, virgin Bitcoin premiums, and why the depths of despair is historically the best time to enter mining. ⏱️ Timestamps: 0:00 - Intro 1:11 - Harsh reality of Bitcoin mining in 2026 1:46 - Meet Bob Burnett of Barefoot Mining 2:00 - First year of falling hash rate 2:52 - Why hash rate drops through the halving 4:29 - Current-gen miners sold for pennies 8:18 - The miner's trilemma: energy, machines, capital 11:25 - Easy capital drove public miner overbuild 13:39 - Invasive apex predator wrecking the ecosystem 14:50 - Why public miners' production costs are broken 17:12 - Is the public mining model sustainable? 21:43 - Barefoot mines on sub-3-cent self-produced power 29:49 - Building a mining business that survives forever 31:39 - Enter mining in the depths of despair 34:14 - Is falling hash rate a network security threat? 35:36 - Could a bad actor mount a 51% attack now? 37:44 - Why Bitcoin can't balance the world's power grid 42:44 - Activists turning rural towns against miners 1:00:11 - Financial institutions and nation states enter next cycle 1:01:36 - Banks will mine for block space, not coins 1:07:42 - Why institutions will control block templates 1:08:26 - Nation state mining and economic sovereignty 1:09:20 - Is Iran already solo mining Bitcoin? 1:14:00 - The death of full-pay-per-share and virgin Bitcoin 1:17:33 - BIP-110 explained: what problem it solves 1:18:28 - Core v30 policy change that sparked the fight 1:29:11 - RDTS: the reduce-data temporary soft fork 1:31:14 - The SegWit discount and CSAM concerns 1:31:48 - Activation at block 961632 and chain split risk 1:44:19 - Advice for plebs before the split 1:46:15 - Advice for miners: get a backup pool ready 1:50:28 - The 99% best case vs the really bad scenario 1:52:53 - Where to find Bob and Barefoot Mining 🔗 Links & Resources: Barefoot Mining: https://barefootmining.com Bob on X: https://x.com/Boomer_BTC BTC Sessions: https://btcsessions.ca BTC Sessions Dashboard: https://btcsessions.live/ Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io 📌 Previous Episodes: Matt Hill & Odell → https://youtu.be/cOQC81hLSu0 ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB #Bitcoin #BTC #BTCSessions #BitcoinMining #BIP110 #BitcoinKnots #HashRate #BobBurnett #BarefootMining #NationStateMining #BlockSpace #SelfCustody #BitcoinNode #MiningEconomics

  7. Jul 14

    The AI Dangers Bitcoiners Can’t Ignore — And What to Do About It | Odell & Hill

    Mentor Sessions Ep. 082: Matt Odell and Matt Hill discuss AI model security risks, self-hosting infrastructure, open source vs frontier models, and Bitcoin's role in digital sovereignty in 2026. AI's most powerful models are being quietly locked away by governments — and the cheap API access you're building your business on is a subsidized trap with an expiration date. Matt Odell and Matt Hill join BTC Sessions to unpack what's really happening at the intersection of AI, open source sovereignty, and Bitcoin freedom tech in 2026. You'll learn why the frontier model subsidy era is ending and who gets wrecked when prices normalize, how Start9 runs an entire company on a $200/month plan (and why that won't last), what Odell thinks about the deepfake phishing attack that nearly fooled Matt Hill live on a Zoom call, and why the open source AI arms race may be humanity's last real shot at digital independence. You'll also see how the Start9 router and self-hosted security camera are the trojan horses that bring sovereignty tech to people who've never heard of Bitcoin. ⏱️ Timestamps: 0:00 - Intro 1:32 - AI model landscape and security risks 2:15 - Start9 runs on $200 monthly Claude plan 3:16 - AI subsidy trap and future pricing shock 4:09 - Local inference versus frontier model tradeoffs 7:32 - Odell on open source versus proprietary models 9:28 - Why Anthropic and OpenAI withheld top models 11:23 - Open source software and why control backfires 13:36 - China's open source strategy in AI geopolitics 18:47 - AI as intelligence of mass destruction risks 21:26 - Regulation landscape in Canada UK and Australia 27:01 - Operational security and AI-powered phishing threats 27:44 - Deepfake Zoom attack that fooled Odell 32:40 - Public key cryptography and verifiable identity 39:02 - Signal messenger sovereignty case study 43:55 - Do Bitcoiners lead digital sovereignty efforts 45:05 - Relentless freedom fighters win revolutions 55:42 - Drivers of Start9 adoption beyond Bitcoin nodes 57:37 - AI as second reason for sovereign servers 59:55 - Start9 sold Bitcoin to stockpile RAM 1:06:16 - Start9 router for household sovereignty 1:09:13 - Building the freedom router from first principles 1:14:44 - AI as new interface replacing GUI era 1:20:06 - Odell on open source compounding in Bitcoin 1:25:56 - Tools to try PBC Maple Hermes LM Studio • Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 🔗 Links & Resources: → Matt Hill: https://x.com/_MattHill_ → Start9 (sovereign server, router, marketplace): https://start9.com → Matt Odell: https://x.com/ODELLXYZ → OpenSats: https://opensats.org/ 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io 📌 Previous Episodes: Prof St Onge & Larry Lepard → https://youtu.be/cS4QXZr5qvc ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB 🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV Follow Us on X: • BTC Sessions: @BTCsessions • Nathan: @theBTCmentor #Bitcoin #BTC #BTCSessions #MattOdell #MattHill #Start9 #SelfHosting #SelfHostedAI #LocalAI #AISovereignty #FreedomTech #DigitalSovereignty #BitcoinPrivacy #OpenSourceAI #SovereignComputing #BitcoinNode #AIDangers #DecentralizedAI #PrivacyTech #SovereignTech #BitcoinAndAI #Cypherpunk #LocalInference #AIDeepfake #Decentralization #AIPrivacy #OpenSource

  8. Jul 7

    Warsh's Bluff, AI Bailout Risk & Bitcoin's Next Leg | Lepard & St. Onge

    Mentor Sessions Ep. 081: Peter St. Onge and Larry Lepard discuss Fed rate cuts in 2026, AI industry bailout risk, Bitcoin price outlook, US debt debasement, and gold targets. The Fed's hawkish pivot is already unraveling — and Bitcoin, gold, and silver are the first to price it in. Peter St. Onge and Larry Lepard break down exactly why Kevin Warsh's tough talk is a script, not a policy, and what that means for sound money holders in 2026. You'll learn why Lepard believes rate cuts are coming before the midterms, why the AI industry is quietly lobbying for a defense-contractor-style bailout, and why the monetary debasement trade is nowhere near dead — despite what the financial press is saying. You'll also get specific price targets for Bitcoin ($180K–$200K), gold ($7,000), and silver ($200), plus an honest breakdown of Strategy/MSTR and Michael Saylor's evolving playbook. If you're trying to understand where macro is heading and how to position in sound money, this is the conversation. ⏱️ Timestamps: 0:00 - Intro 1:00 - Warsh: Hawk or Secret Dove? 2:40 - Warsh More Dovish Than Rhetoric 5:00 - Balance Sheet Hawks Get Punched 6:25 - Rate Cuts Locked in Pre-Election 9:29 - Debt Forces Money Supply Growth 10:30 - AI Sets Up Government Bailout 13:43 - Bitcoin Volatility and Long View 14:25 - AI Crony Capitalism Playbook 17:28 - AI Commoditizes in Three Weeks 19:24 - Dot-Com Lessons for AI Buildout 29:03 - Legitimate AI Grievance Energy Costs 33:37 - Europe's Decline and US Advantage 37:18 - Japan Yen Debasement Midterm Play 46:34 - Saylor Strategy Bear Market Attacks 51:59 - Bitcoin Mirrors Fiat Boom Bust 54:07 - Gold Silver Bitcoin 2026 Targets 57:52 - Monetary Debasement Trade Accelerates 1:00:10 - Markets Embarrass Most Investors 🔗 Links & Resources: → Professor Peter St. Onge on X: https://x.com/profstonge → Professor Peter St. Onge: https://www.profstonge.com/ → Larry Lepard / EMA Gavekal: https://www.ema2.com → Lawrence Lepard: https://x.com/LawrenceLepard 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io • Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 📌 Previous Episodes: Joe Carlasare, American HODL & Dr. Jeff Ross → https://youtu.be/i14Y81EGcVY ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB 🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV Follow Us on X: • BTC Sessions: @BTCsessions • Nathan: @theBTCmentor #Bitcoin #BTC #BTCSessions #FedRateCuts #MonetaryDebasement #BitcoinPriceTarget #GoldOutlook #LarryLepard #PeterStOnge #SoundMoney #MichaelSaylor #AIBubble #BitcoinBearMarket #MacroEconomics #USDollarCollapse #ArtificialIntelligence #BitcoinPodcast #MonetaryPolicy #HardMoney

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4.5
out of 5
38 Ratings

About

Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!

Information

  • Creator
    Ben Perrin
  • Years Active
    2020 - 2026
  • Episodes
    661
  • Rating
    Explicit
  • Copyright
    © Ben Perrin
  • Show Website
    BTC Sessions

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