Over The Horizon: A Bitcoin Podcast

Horizon
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  • Investing

Learn from industry leaders and experts across bitcoin, real estate, and global macro as they discuss what's happening and what's over the horizon.

  1. How STRC and Digital Credit Could Break the Four-Year Bitcoin Cycle with Jeff Walton

    Apr 28

    How STRC and Digital Credit Could Break the Four-Year Bitcoin Cycle with Jeff Walton

    In this episode, Jeff Walton, Chief Risk Officer at Strive, joins me to break down why Bitcoin may have already bottomed and why the market structure around it is changing faster than most people realize. We cover: • Why Jeff believes Bitcoin’s four-year cycle may be over • How digital credit instruments like STRC are changing Bitcoin capital flows • Why Strategy’s preferred equity products could pressure traditional credit markets • The difference between transparent digital credit and opaque private credit • How AI is reshaping productivity, work, and the K-shaped economy • Why asset-backed credit may matter more in an AI-driven world • The biggest regulatory hurdle facing Bitcoin adoption by banks • How Bitcoin-backed capital markets could evolve from here Jeff also shares how he personally uses AI, the business models he thinks are hiding in plain sight, and why Bitcoin-based credit instruments may be far earlier than most people think. Guest links: Jeff Walton on X → https://twitter.com/PunterJeff True North → https://tnorth.com True North on X → https://twitter.com/TNorth Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    57 min
  2. Bitcoin, AI, and the Credit Air Pocket with Michael Tanguma

    Apr 21

    Bitcoin, AI, and the Credit Air Pocket with Michael Tanguma

    Michael Tanguma, Founder and CEO of Onramp, joins me to discuss why Bitcoin may be entering its next major phase just as credit markets, custody assumptions, and traditional finance itself begin to fracture. We cover the institutional groundwork being laid through ETFs and trading platforms, why multi-institution custody matters as more capital moves into bitcoin, what Onramp Finance is building across dollars, gold, and bitcoin, and why Michael believes digital credit products are being badly mispriced. We also get into the “credit air pocket” nobody seems to be pricing, how AI could upend the growth assumptions embedded across the economy, and why Bitcoin may benefit as both a savings technology and a settlement asset. Guest links: Follow Michael on X → https://x.com/mtanguma Learn more about Onramp → https://onrampbitcoin.com Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    1h 14m
  3. Bitcoin to $200K and Gold to $6,000 with Lawrence Lepard

    Apr 17

    Bitcoin to $200K and Gold to $6,000 with Lawrence Lepard

    Lawrence Lepard joins me to discuss why the money is breaking in real time, why consumer sentiment is collapsing even as the S&P pushes higher, and why he believes the next big print is getting closer. We get into bitcoin’s recent resilience, the case for $6,000 gold and $200,000 bitcoin, the rise of paper bitcoin, the risks building in the bond market, Kevin Warsh and the coming Fed pivot, World Liberty Financial’s grift, and why geopolitical chaos may be the perfect cover for another wave of monetary debasement. Guest links Lawrence on X → https://twitter.com/LawrenceLepard EMA2 quarterly reports → https://ema2.com/quarterly-reports/ The Big Print → https://www.amazon.com/Big-Print-Happened-America-Sound/dp/B0DVTCVX8J Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    1h 9m
  4. Will Bitcoin Survive War, Oil Shocks, and Fed Panic with James Lavish

    Apr 10

    Will Bitcoin Survive War, Oil Shocks, and Fed Panic with James Lavish

    James Lavish joins me to break down one of the most chaotic macro backdrops in recent memory: war risk in the Middle East, oil-driven inflation, Fed paralysis, quantum computing fears, and a new wave of institutional bitcoin adoption. We discuss why markets hate uncertainty, how oil shocks can force the Fed into a corner, why bitcoin has stayed surprisingly resilient through geopolitical turmoil, and what Morgan Stanley’s new spot bitcoin ETF says about where institutional demand is heading next. We also dive into Iran’s reported bitcoin tariff idea, the real implications of quantum computing for bitcoin, and whether Kevin Warsh would actually change anything at the Fed. Links Follow James on X → https://twitter.com/jameslavish Bitcoin Opportunity Fund → https://bitcoinopportunity.fund Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    1h 2m
  5. How Strategy and STRC Could Build a $100T Bitcoin Financial System with Dan Hillery

    Apr 1

    How Strategy and STRC Could Build a $100T Bitcoin Financial System with Dan Hillery

    Dan Hillery joins me to break down one of the biggest shifts happening in bitcoin right now: the rise of a full Bitcoin-native financial stack. We get into why STRC has become such a breakout product, how Strategy is building layered financial infrastructure on top of Bitcoin, and why products like Buck could expand access to Bitcoin-backed yield around the world. We also cover the long-term drivers of bitcoin’s price, the role of liquidity and credit markets, and why the securitization of Bitcoin may become one of the largest opportunities in global finance. We cover: • Why STRC has found product-market fit • How Strategy is building the Bitcoin risk curve • Why bitcoin-backed credit could reshape fixed income • MSTR as a layer built on top of Bitcoin • How Buck is packaging STRC for global users • Why Bitcoin’s financialization may drive long-term capital inflows • The risks to Strategy’s balance sheet and the broader system • How Dan thinks about Bitcoin allocation, yield, and long-term upside Guest links: Dan on X → https://twitter.com/Hillery_Dan Buck → https://buck.io Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Chapters: 00:00 Intro 01:13 Why STRC is such a big deal 03:52 Why STRC is succeeding where other preferreds struggled 05:29 STRC’s Sharpe ratio and risk-adjusted returns 07:38 Private credit, liquidity, and why STRC matters now 09:28 Retail vs institutional ownership of STRC 11:00 Basel III and Bitcoin risk weighting 13:22 How big STRC could get 14:52 What Buck is building 16:25 Buck’s growth and adoption so far 18:00 Why Bitcoin is becoming crypto’s best collateral 19:09 What drives Bitcoin long term 21:05 Macro, debt, and fiat debasement 23:30 How STRC and Strategy drive capital into bitcoin 25:38 Why retirees may love STRC 29:12 MSTR as Bitcoin’s layer 3 31:50 The future of Bitcoin layer 4 products 32:40 What Strategy builds next 35:50 How large Strategy’s financial infrastructure can become 37:00 The securitization of Bitcoin 38:57 Global demand and non-US access 40:45 Risks to the flywheel and Strategy’s balance sheet 43:34 How Dan thinks about asset allocation 46:17 Dan’s lessons from building in public 47:44 Twitter, careers, and credibility 48:41 At what price Dan would sell all his bitcoin Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    51 min
  6. Michael Howell: Oil Shock, Bitcoin Outperformance, and Why the Global Liquidity Cycle Is Turning

    Mar 26

    Michael Howell: Oil Shock, Bitcoin Outperformance, and Why the Global Liquidity Cycle Is Turning

    Michael Howell joins me to break down one of the most important macro setups in the world right now: falling global liquidity, rising oil prices, a growing debt maturity wall, and the changing relationship between the Fed, the Treasury, and the global monetary system. We cover: • Why Michael believes the global liquidity cycle peaked in late 2025 • How the Iran war and oil shock are draining liquidity from financial markets • Why oil could move much higher from here • What the debt maturity wall means for financial stability • Why the Fed’s reserve management purchases matter • How stablecoins could re-dollarize the world • Why China may be moving toward a different monetary model • How Michael is thinking about asset allocation in this environment • Why bitcoin and gold remain core long-term holdings This is a big-picture conversation on liquidity, monetary inflation, commodity shocks, bond markets, stablecoins, and bitcoin’s role in a changing global system. Follow Michael on X → https://x.com/crossbordercap Cross Border Capital → https://crossbordercapital.com Capital Wars Substack → https://capitalwars.substack.com/ GL Index Data Provider → https://glindexes.com Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti 00:00 Introduction to Global Liquidity and Oil Shock 02:59 Impact of Oil Prices on Liquidity and Markets 05:44 Gold and Oil Price Dynamics 08:52 Yield Curve Outlook and Market Reactions 11:43 Bitcoin's Performance Amidst Market Turbulence 14:49 Federal Reserve's Reserve Management Purchases 18:02 Stablecoins and the Future of Currency 20:58 Debt Maturity Wall and Financial Stability 27:11 Understanding the Global Liquidity Cycle 29:08 The Debt-Liquidity Nexus Explained 30:56 The Everything Bubble and Its Implications 34:28 Geopolitical Tensions and Monetary Systems 38:56 China's Economic Strategy and the Yuan 42:30 The Evolving Role of the Fed and Treasury 50:23 Asset Allocation in a Changing Liquidity Cycle Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    57 min
  7. Morgan Stanley’s Bitcoin ETF Changes Everything with James Seyffart

    Mar 20

    Morgan Stanley’s Bitcoin ETF Changes Everything with James Seyffart

    Morgan Stanley is preparing to launch its own spot bitcoin ETF, and that could mark another major step forward for institutional bitcoin adoption. In this episode, James Seyffart of Bloomberg Intelligence joins me to break down what Morgan Stanley’s move means, why spot bitcoin ETF holders have stayed surprisingly resilient through a major drawdown, and how macro stress is reshaping flows across crypto and traditional markets. We cover: • Why Morgan Stanley launching its own spot bitcoin ETF matters • What ETF flows reveal about investor conviction during this drawdown • Why retail ETF holders may be stronger hands than many expected • How hedge funds, basis trades, and market makers actually influence flows • Why bitcoin has recently traded more like a risk asset • How war, energy prices, and rising real yields are impacting markets • Why capital is rotating from software into energy, materials, and industrials • What to watch next in crypto ETPs, index products, and regulatory clarity Guest links Follow James on X → https://x.com/jseyff Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    42 min
  8. Why STRC Is Buying 3.2x Bitcoin’s Weekly Supply with Sam Callahan

    Mar 13

    Why STRC Is Buying 3.2x Bitcoin’s Weekly Supply with Sam Callahan

    Sam Callahan returns to Over the Horizon to break down why Strategy's Perpetual Preferred Stock, STRC (Stretch), may be one of the most important Bitcoin products in the market today. Joe and Sam unpack how a Bitcoin-linked fixed income product could become a structural bid for BTC, why corporate treasurers are rethinking cash management, and what it means when a single product is already absorbing multiples of Bitcoin’s weekly supply. They also discuss the 20 millionth bitcoin being mined, why the final 1 million BTC matter more than most people realize, the mispricing of risk in traditional finance, Bitcoin vs. gold, Bitcoin’s portability in times of war and capital controls, the unsustainable fiscal backdrop, and what Orange BTC is building in Brazil as institutional adoption accelerates. Follow Sam on X → https://x.com/samcallah OranjeBTC Website → oranjebtc.com Follow Joe on X → https://x.com/JoeConsorti Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

    54 min
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Learn from industry leaders and experts across bitcoin, real estate, and global macro as they discuss what's happening and what's over the horizon.

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