Bitcoin Magazine Podcast

BTC Media

The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.

  1. 3天前

    Investment Banker Christian Lopez: Why EVERY Balance Sheet Will Hold BTC | Bitcoin for Corporations

    In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsChapters:00:00 - Introduction03:49 - Corporate and Institutional Bitcoin Adoption Landscape10:40 - Different Corporate Strategies for Bitcoin Treasury Management22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Investor Relations 2.030:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing mNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Passive Flows: S&P 500 Inclusion Outlook48:26 - Is Leverage A Concern?50:04 - Institutional Bitcoin Custody Standards51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation56:47 - DCFs on a BTC Standard: Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks#BitcoinTreasury #BitcoinforCorporations #investmentbanking #BTC #MSTR #Markets #ChristianLopez #PierreRochard #BitcoinMagazine #CoehnandCompanyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

    1 小时 1 分钟
  2. 9月16日

    Intel, AI and Investing in the Age of State-Led Capitalism | Bitcoin Policy Hour Ep. 16

    In an era where free markets are increasingly shaped by state power, investors need to understand the nexus of geopolitics, political economy and exponential technologies as a tool of statecraft. BPI’s Matt Pines and Zack Shapiro join Zack Cohen to examine how U.S. industrial policy, AI breakthroughs, and Bitcoin regulation are converging to reshape global markets. The conversation explores the latest market structure bill and its impact on Bitcoin liquidity, the strategic Bitcoin reserve as a potential geopolitical hedge, and what Intel’s bailout signals about the rise of national champions and state-directed capital allocation. The discussion goes beyond policy into the heart of investing in an age of fiscal dominance and technological disruption. How should investors interpret the tension between free markets and government intervention? What does AI-driven productivity and labor displacement mean for macro volatility? And in a world where political cycles, liquidity cycles, and market cycles are increasingly intertwined, can Bitcoin serve as a neutral reserve asset, hedge, and beneficiary of state-led capitalism?🔶 Connect with Matthew Pines on X: https://x.com/matthew_pines🔶 Connect with Zack Shapiro on X: https://x.com/zackbshapiro🔶 Connect with Zack Cohen on X: https://x.com/zackcohen_🔶 Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/⭐ Join US at Bitcoin Amsterdam 2025, presented by Treasury on Nov 13-14th! Get your tickets today: https://www.bitcoin.amsterdam/Chapters:00:00 - Intro: Strategic Technologies & Global Rivalry01:19 - Market Structure Legislation: What's New09:52 - Noncustodial Developer Protection as a Priority14:06 - Strategic Bitcoin Reserve: National Security & Geopolitical Implications20:57 - Political Cycles: The Defining Feature of Market Cycles?26:20 - Intel, NVIDIA & Government Stakes in Tech Companies49:07 - Economic Statecraft and the Shift from Multinational to National Capitalism49:07 - AI: The New Social Architecture55:45 - Closing Remarks#FiscalDominance #AI #Bitcoin #NVIDIA #Intel #META #Markets #StateCapitalism #Macroeconomics #Policy #BitcoinPolicyHour #Geopolitics #Stablecoins #DigitalAssets #MarketStructure #BitcoinReserve

    56 分钟
  3. 8月20日

    Paolo Ardoino on Bitcoin, Tether & Powering Africa | Bitcoin Backstage

    In this episode of Bitcoin Backstage, we sit down with Paolo Ardoino, CEO of Tether. Paolo shares his journey from Bitfinex developer to leading one of the most profitable companies in the world. He explains Tether’s role in Bitcoin adoption, financial inclusion, and powering communities across Africa. We also dive into Lightning, free speech, and the company’s bold investments in Bitcoin. Get ready for a candid look at how Tether sees itself as the underdog fighting for freedom.🔸Connect with Paolo Ardoino on X: https://x.com/paoloardoino🔸Connect with Isabella Santos on X: https://x.com/isabellasg3💥 SNAG $10 IN BITCOIN WHEN YOU JOIN FOLD WITH BITCOIN MAGAZINE AND MAKE YOUR FIRST PURCHASE WITH THE FOLD CARD, BUY BITCOIN, OR BUY A GIFT CARD 💥👉 https://foldapp.com/bitcoinmagazine #ad ⚔️ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC👉 https://bm.b.tc/YT-Duelbits #ad 00:00 Decentralizing the Dollar: Why Tether Matters00:24 Paolo Ardoino’s Orange Pill Story01:11 From Sci-Fi Coder to Bitcoin Believer02:38 Bitfinex, Tether & the Road to CEO03:06 From U.S. Investigations to D.C. Invitations03:59 420M Users & Tether’s Global Growth05:26 Tether Becomes a Top U.S. Treasury Holder06:14 Billions Back Into Bitcoin: Mining & Education07:02 Competitors Tried to Block Us (They Failed)07:38 “Unstoppable Together” – Tether’s Motto09:36 Announcing 21: Tether, SoftBank & New Partners11:14 Why Tether Moved to El Salvador13:09 Building 10,000 Energy Kiosks Across Africa15:22 How Tether Decentralizes U.S. Debt17:15 Could the U.S. Dollar Collapse?18:09 Bitcoin as a Strategic Reserve19:26 Is Lightning Ready to Scale?21:49 The Future of Bitcoin Payment Layers23:28 Will Tether Switch from USD to Bitcoin?24:25 Can Politicians Control Bitcoin?25:07 The ETF Problem: Are Bitcoiners to Blame?26:51 Making Bitcoin Easy for Billions26:54 Why Tether Invested in Rumble28:16 Supporting Underdogs Over Wall Street29:31 Paolo’s Hottest Bitcoin Take#Bitcoin #PaoloArdoino #Tether #BitcoinBackstage #BitcoinEducation #BitcoinMining #BitcoinAfrica #ElSalvadorBitcoin #BitcoinLightning #BitcoinFreedom #Stablecoins #BitcoinUnderdogs #BitcoinInclusion #BitcoinAdoption #BitcoinFuture #BitcoinTreasury #BitcoinPolicy #BitcoinResilience #BitcoinDecentralization

    30 分钟
  4. 8月19日

    Anaïse Kanimba: From Hotel Rwanda to Bitcoin | Bitcoin Politics Ep. 6

    In this episode of Bitcoin Politics Weekly, host Frank Corva speaks with Rwandan activist Anaïse Kanimba. From her father’s kidnapping and imprisonment to her fight for freedom, Anaïse shares how Bitcoin became a lifeline for her family. She explains why Bitcoin matters for refugees, democracy movements, and communities across Africa. They also discuss the founding of the African Bitcoin Institute and its mission. Don’t miss this powerful story of resilience, human rights, and financial freedom.🔶 Connect with Frank Corva on X: https://x.com/frankcorva🔶 Connect with Anaïse Kanimba on X: https://x.com/anaisekanimba⭐ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC 👉 https://bm.b.tc/YT-Duelbits #ad00:00 - Introduction and Background of Anais Kanimba03:12 - Anais's Father's Story, Hotel Rwanda and Political Persecution in Rwanda07:31 - Explanation of Pegasus Spyware and Its Impact on Advocacy09:41 - Challenges of Financial Support and Introduction to Bitcoin11:22 - Anais's Growing Involvement with Bitcoin and Its Potential12:09 - Initial Skepticism and Understanding Bitcoin's Real Use Cases15:20 - Founding the African Bitcoin Institute and Its Mission20:36 - Challenges of African Bitcoin Research and Need for Local Voices20:37 - Rationale for a Pan-African Bitcoin Institute24:02 - Bitcoin's Practical Benefits and Use Cases in Africa29:07 - Challenges of Bitcoin Education and Scams29:37 - Political and Regulatory Landscape of Bitcoin in the United States32:38 - Importance of Education and Differentiating Bitcoin from Other Cryptos33:26 - Approach to Bitcoin Education and Adoption in Africa36:04 - Closing Remarks and Contact Information for African Bitcoin Institute#Bitcoin #HumanRights #Rwanda #AnaiseKanimba #FrankCorva #AfricanBitcoinInstitute #HotelRwanda #PaulRusesabagina #BitcoinPolitics #BitcoinMagazine #BitcoinAfrica #FreedomMoney #BitcoinActivism #FinancialFreedom #BitcoinForGood #BitcoinUnbanked #BitcoinRemittances #BitcoinEducation

    39 分钟
  5. 8月18日

    How the Company Securing $100B in Bitcoin Protects It | Bitcoin for Corporations Ep. 12

    In this episode of Bitcoin for Corporations, host Pierre Rochard is joined by Mike Belshe, CEO of BitGo. Mike shares his journey from Netscape and Google to pioneering Bitcoin custody solutions. They discuss the evolution of multi-sig, fiduciary duty, cold storage, and how institutions protect billions in Bitcoin. Belshe explains why proof of reserves and market structure matter for Bitcoin’s future. This is a must-watch for anyone serious about Bitcoin security.🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Connect with Mike Belshe on X: https://x.com/mikebelshe00:00 - Introduction and Context on Bitcoin Custody01:56 - Mike Belshie's Background and Early Bitcoin Experience06:09 - Discovery of Multisig and Founding BitGo09:00 - Entrepreneurial Drive and Early Development of BitGo10:49 - BitGo's Growth and Custody Philosophy13:15 - The Importance of Custody for Businesses and Institutions15:21 - Key Custody Criteria and BitGo's Differentiators16:55 - BitGo's Cold Storage and Security Measures19:23 - Operational Controls and Industry Examples of Failures21:17 - Insurance, Risk Management, and Wallet Segmentation23:01 - Multisig vs MPC and Security Protocols24:46 - Importance of Two-of-Three Multisig and Custody Quorum Decisions26:59 - Public vs Private Company Custody Requirements29:17 - Qualified Custodian Definition and BitGo's Global Custody Network32:18 - Multi-Jurisdictional Custody Benefits and Regulatory Alignment33:40 - BitGo's Custody Services Beyond Storage: Staking and Settlement36:45 - Fiat Custody and Regional Banking Integration38:19 - Transparency, Proof of Reserves, and Market Structure Needs41:26 - Future of Banking and Lending in Digital Assets42:29 - Lessons from Past Lending Crises and Current Market Outlook44:54 - Nation State Bitcoin Custody and Government Challenges48:33 - Big Tech and Bitcoin Adoption Challenges52:40 - Innovation Barriers and Political Considerations in Tech Adoption53:31 - Closing Remarks and Future Outlook on Bitcoin InnovationDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.#Bitcoin #BitcoinForCorporations #MikeBelshe #PierreRochard #BitGo #BitcoinCustody #BitcoinSecurity #ColdStorage #MultiSig #MPC #BitcoinTreasury #BitcoinInstitutions #FiduciaryDuty #ProofOfReserves #QualifiedCustodian #BitcoinAdoption #BitcoinInfrastructure

    56 分钟
  6. 8月16日

    Jeff Park: Bitcoin Treasury, Tether & Japan’s Role in the New Monetary Order | Bitcoin Backstage

    In this episode of Bitcoin Backstage, Jeff Park unpacks the rise of Bitcoin treasury companies and their global implications. From Japan’s long deflationary struggle to SoftBank’s role in high-risk growth, he explains why Bitcoin is entering the global stage. Park also explores how Tether is acting like a shadow central bank, reshaping trade finance. The conversation dives deep into whether Bitcoin is a quiet hedge or a true monetary anchor. Hosted by Bitcoin Backstage, this is a must-listen for anyone watching the future of global finance.Connect with Jeff Park on X: https://x.com/dgt10011Connect with Isabella Santos on X: https://x.com/isabellasg3💥 SNAG $10 IN BITCOIN WHEN YOU JOIN FOLD WITH BITCOIN MAGAZINE AND MAKE YOUR FIRST PURCHASE WITH THE FOLD CARD, BUY BITCOIN, OR BUY A GIFT CARD 💥👉 https://foldapp.com/bitcoinmagazine #ad ⚔️ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC👉 https://bm.b.tc/YT-Duelbits #ad 00:00 - Introduction and Context on Bitcoin and Trade Finance00:37 - Interview Introduction and Bitcoin Treasury Companies01:19 - Historical Monetary Context and Japan's Economic Situation02:19 - Bitcoin Treasury Companies and Their Roles04:09 - Global Competition and Market Dynamics for Bitcoin Investment Vehicles05:39 - Japan's Economic Challenges and SoftBank's Role07:59 - Inflation, Deflation, and Bitcoin as a Store of Value09:01 - Bitcoin Rewards and Consumer Adoption10:02 - The US Dollar's Role and Challenges11:13 - Tether as a Shadow Central Bank and Trade Finance13:04 - The Consortium: Cantor, SoftBank, Tether, and Jack Mallers15:20 - Bitcoin Adoption in Japan and Institutional Challenges17:02 - Bitcoin's Future: Hedge or Monetary Network?18:04 - Jeff Park's Hottest Take on Bitcoin18:26 - Closing Remarks#Bitcoin #Bitcoin2025 #JeffPark #BitcoinBackstage #Tether #SoftBank #Japan #BitcoinTreasury #TradeFinance #BitcoinFuture #Stablecoins #BitcoinAdoption #BitcoinBank #BitcoinMarkets #BitcoinAnchor #GlobalFinance #MicroStrategy #BitcoinDecoupling #MonetaryFuture #BitcoinSystem #BitcoinOptimism

    18 分钟
  7. 8月15日

    Is Strategy Becoming the Central Bank of the Future? | Bitcoin for Corporations Ep. 11

    In this episode of the Bitcoin for Corporations Show, Pierre Rochard and Spencer Nichols unpack Strategy’s Q2 earnings: FASB’s mark-to-market EPS, perpetual preferreds (“stretch/stride/strike/strife”), ATM/MAV guidance, and the idea that Strategy could scale from ~4% to ~8% of outstanding bitcoin. They also dig into bitcoin-as-collateral, reflexivity, and treasury risk management.🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Connect with Spencer Nichols on X: https://x.com/DeSpencer_00:00 - Introduction and Context of the Episode01:09 - Significance of Strategy's Earnings Call and Bitcoin Accounting Changes05:59 - Importance of Investor Relations in Bitcoin Treasury Companies10:54 - Capital Flow and Bitcoin Treasury Market Dynamics11:22 - Overview of Strategy's Yield Curve and Credit Instruments14:53 - Comparison of Strategy's Model to Central Banking and Commercial Banking19:50 - Market Reception and Scale of Strategy's Offerings24:34 - Distribution Channels and Challenges for Bitcoin Treasury Products28:32 - Marketing and Trust in Bitcoin Treasury Securities30:11 - Macro Perspective on Strategy's Role and Bitcoin Treasury Competition35:47 - Potential Macroeconomic Impact and Competition with Traditional Credit Markets40:14 - Risks of Altcoin Treasury Models Compared to Bitcoin41:50 - Risk Pricing and Market Perception of Bitcoin and Other Collateral45:36 - Discussion on Bitcoin's Drawdown Risk and Capital Structure Resilience45:36 - Final Thoughts on Earnings Per Share, S&P 500 Inclusion, and Future OutlookDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.#MSTR #CorporateBitcoin #Strategy #PerpetualPreferred #YieldCurve #InvestorRelations #FASB #EPS #ATM #MAV #SNP500 #BitcoinCollateral #BTCStrategy #MoonMath #MicroStrategy #StrategyEarnings #bitcoinmagazine #bitcoin #bitcoinforcorporations

    48 分钟
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The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.

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