The Bitcoin Frontier

Unchained Capital, Inc
  • 5.0(31개의 평가)
  • 과학 기술
  • 완결

Explore how bitcoin as a monetary tool is transforming lives and perspectives. Through in-depth conversations, uncover stories of innovation, disruption, and growth as we chart the ever-evolving bitcoin frontier. Whether you're a bitcoin veteran or just curious, The Bitcoin Frontier is your guide to the future of money.

  1. Inside Wall Street’s bitcoin playbook with Denny Galindo

    4월 7일

    Inside Wall Street’s bitcoin playbook with Denny Galindo

    Denny is a wealth manager and bitcoin research lead at Morgan Stanley, where he bridges traditional finance and bitcoin for high-net-worth investors. He operates inside one of the world’s largest financial institutions while developing frameworks to help advisors understand and allocate to bitcoin. In this episode, Denny joins The Bitcoin Frontier to share how investors should think about bitcoin in a portfolio, the three core investor buckets driving adoption, and his thoughts on determining whether you’re underweight or overweight bitcoin. We dig into bitcoin’s market cycles and seasonal framework, the role of global money supply in driving returns, and practical strategies for gaining exposure in a volatile asset. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS:0:00 – Intro & Denny’s role bridging traditional finance and bitcoin2:00 – From equity research to leading bitcoin insights at Morgan Stanley4:20 – The three investor buckets: digital gold, venture, and diversifier7:30 – How institutions evaluate volatility and correlation10:50 – Where bitcoin fits in portfolios today (risk asset vs store of value)14:00 – How to determine if you’re underweight or overweight bitcoin18:00 – Why most investors are still early (0–4% allocation range)21:40 – Will the three investor frameworks converge over time?23:10 – Bitcoin cycles: macro liquidity vs halving-driven supply shocks26:30 – Using cycles for rebalancing vs long-term holding strategies31:20 – Tail risks: quantum computing and “earthquake” scenarios36:10 – Bitcoin as a global store of value and M2-driven returns41:10 – Modeling long-term returns: monetary expansion + adoption48:30 – How to build a position: dollar-cost averaging and timing52:15 – Seasons of bitcoin: winter, spring, and portfolio adjustments55:00 – What it takes for bitcoin to become a standard portfolio allocation WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Denny Galindo’s Twitter: https://x.com/DennyGalindo  → Timot Lamarre’s Twitter: https://x.com/TimotLamarre

    58분
  2. Venture on a bitcoin standard with Allen Farrington

    1월 13일

    Venture on a bitcoin standard with Allen Farrington

    Allen Farrington is an investor at Axiom BTC Capital and a writer known for sharp, contrarian takes on bitcoin and adjacent topics like bitcoin venture capital, fiat “plumbing,” and stablecoins. With Axiom, Allen uniquely focuses on clients’ returns not coming from financial engineering, but from productive deployment of capital to solve real world problems. In this episode, Allen joins The Bitcoin Frontier to share how bitcoin exposes the fiat distortions inside venture capital, why clear lines between saving and investing change founder and limited partner (LP) behavior, and what a bitcoin-first stack means for payments and stablecoins. We dig into local capital allocation on a sound-money standard, free/open-source dynamics and moats, and why lightning + ecash may be the endgame for stablecoins. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS:0:00 – Intro & disclaimer; setting up VC in a world of finite money2:12 – Bitcoin as “fixing the plumbing”: unwinding fiat distortions vs fantasizing about the end state4:45 – How artificially low rates monetize other assets and push allocators out the risk curve7:28 – Pension funds, liabilities, and why flows into venture decouple from fundamentals9:46 – “Thousand-x or bust”: why LP incentives shape VC behavior (and fund crypto)12:02 – Saving vs investing: why buying bitcoin ≠ venture investing (and Axiom’s thesis)16:05 – Local investing on a sound-money standard and higher opportunity costs for founders20:52 – Measuring in bitcoin terms: hurdle rates, returns, and what “outperforming bitcoin” really means27:15 – Trusted third parties are security holes… so where do businesses add value? (non-custodial services)32:06 – Moats in a FOSS world: compete by delivering value, not lock-in36:50 – “Zero to One,” monopolies, and why ruthless excellence beats user exploitation41:10 – Open vs closed source: the healthy tension in bitcoin-native companies44:22 – Allen’s “half-baked” stablecoin thesis: why new “stablecoin blockchains” are a dead end47:06 – The Genius Act: fully reserved dollars, surveillance tradeoffs, and limited real-world impact so far48:55 – Lightning as settlement layer for fiat tokens; taproot assets / RGB today, ecash tomorrow55:00 – Could fully reserved rails hollow out small banks? Centralization pressures and unintended consequences56:44 – Closing: where to find Allen and Axiom BTC WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom   → Unchained Newsletter: https://unchained.com/newsletter → Allen Farrington’s Twitter: https://x.com/allenf32    → Timot Lamarre’s Twitter: https://x.com/TimotLamarre → Jose Burgos (Director of Media Production): https://x.com/DeFBeD

    58분
  3. Dictators fuel bitcoin adoption with Anna Chekhovich | The Last Free Americans

    2025. 12. 30.

    Dictators fuel bitcoin adoption with Anna Chekhovich | The Last Free Americans

    Anna Chekhovich is a Russian activist who manages the Anti-Corruption Foundation’s finances while living in exile. She runs payrolls, budgeting, and fundraising for a movement that faces surveillance, asset seizures, and sanctions. What sets Anna apart is her operational playbook for keeping an organization alive when banks fail you. In this episode, Anna joins The Last Free Americans to share how bitcoin became ACF’s plan B for payroll and donations, how activists build practical off-ramps under hostile regimes, and how she co-designed a simple three-day training that now serves activists from more than 50 countries.  SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast TIMESTAMPS:0:00 - Intro, disclaimers, and why Bitcoin self-custody matters for human rights1:04 - Running ACF finances under surveillance and in exile3:23 - Bank freezes and the shift to bitcoin as plan B4:52 - Paying 300 plus staff when accounts are seized5:57 - Donor safety in authoritarian regimes and why self-custody is essential7:10 - Explaining self-custody in the U.S. context9:37 - The HRF webinar design and why simplicity wins12:09 - Day 1 playbook: custody types, first wallet, sending sats12:41 - Day 2 playbook: last mile options, P2P, meetups, and ATMs13:52 - Day 3 playbook: self-hosted crowdfunding with BTCPay Server and cold storage16:22 - Why lightning for live demos and choosing simple wallets like Muun20:57 - Sanctions and supporting family via P2P off-ramps31:19 - Multisig for nonprofits and where Unchained fits35:02 - Privacy by default with coinjoin and better ops hygiene39:14 - The peace time case for self-custody and financial dignity WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained  → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Joe Kelly’s Twitter: https://x.com/josephkelly  → Anna Chekhovich’s Twitter: https://x.com/AnyaChekhovich

    43분
  4. Bitcoin’s volatility is the signal in the noise with Mark Connors

    2025. 12. 16.

    Bitcoin’s volatility is the signal in the noise with Mark Connors

    Mark Connors is a veteran credit analyst and macro thinker who’s spent nearly four decades on Wall Street, from the bond desks of Solomon Brothers to the hedge fund trenches. What makes Mark unique is his ability to pull the lens back—connecting regime changes in global finance to bitcoin’s rise as the asset with true integrity.In this episode, Mark joins The Bitcoin Frontier to share how his career shaped his understanding of risk, why bitcoin is the next monetary regime shift, and how Wall Street is still missing the plot. We dig into why bitcoin’s volatility is actually a superpower, how financial plumbing is breaking beneath the surface, and why institutions will eventually be forced to adopt bitcoin as pristine collateral. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS:0:00 – Intro & Mark’s 40-year Wall Street journey through credit and crisis3:15 – Lessons from Solomon Brothers to Bitcoin Park: where integrity lives6:05 – How bitcoin fits into the third monetary regime since Bretton Woods8:00 – The “hacks” that brought bitcoin into Wall Street’s line of sight10:00 – Bitcoin as collateral and the coming collateral crisis12:20 – Understanding volatility: why bitcoin’s risk is asymmetric17:00 – The myth of volatility and the truth about upside variance21:00 – “Good vol” vs “bad vol”: how bitcoin surprises to the upside25:00 – Why rebalancing into bitcoin beats traditional 60/40 portfolios29:00 – Can Wall Street co-opt bitcoin through paper markets?31:00 – The importance of holding your own keys and verifying collateral35:00 – Convincing older investors and rebuilding credibility post-FTX37:00 – Regime changes, Bretton Woods, and how history rhymes43:00 – How the dollar was “saved” by energy and the petrodollar system46:00 – Hidden cracks in the financial system and repo stress explained49:00 – How new liquidity facilities show a fragile, patched-up system52:00 – Will Wall Street adopt bitcoin for safety or profit?55:00 – The slow cultural shift toward integrity in finance57:00 – The ultimate incentive: clients demanding bitcoin exposure1:00:00 – Risks to bitcoin: mining centralization, paper supply, and innovation1:02:00 – Where to follow Mark and how he’s educating advisors WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Mark Connors’s Twitter: https://x.com/riskdimensions  → Timot Lamarre’s Twitter: https://x.com/TimotLamarre

    1시간 4분
  5. Open-source lawfare and bitcoin’s defense with Peter Van Valkenburgh | The Last Free Americans

    2025. 12. 09.

    Open-source lawfare and bitcoin’s defense with Peter Van Valkenburgh | The Last Free Americans

    Peter Van Valkenburgh is the Executive Director of Coin Center, a leading nonprofit research and advocacy group focused on cryptocurrency policy. In this episode, Peter joins The Bitcoin Frontier to explore why defending the right to self-custody is about much more than bitcoin — it’s about the future of individual freedom, open-source innovation, and financial privacy. We dig into the parallels between the 1990s “crypto wars” and today’s digital sovereignty battles, the threats facing developers of privacy tools, and the constitutional foundations for privacy and property in the digital age. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS:0:00 – Intro and Peter’s journey from acting to bitcoin policy2:00 – Discovering the cypherpunks and the roots of internet freedom4:00 – Entering bitcoin through law school and meeting Jerry Brito6:00 – Founding Coin Center and defining “permissionless innovation”9:00 – The mission: protecting the freedom to build and use open blockchains11:00 – Bitcoin’s privacy problem and the legal risks of building privacy tech13:00 – Educating DC: explaining bitcoin to Congress in the early days16:00 – Navigating the SEC, ICOs, and defining what counts as a security18:30 – The evolution from education to constitutional litigation22:00 – Bitcoin as the revival of a “bearer instrument” economy26:00 – The “secret right to cash” and the Fourth Amendment’s blind spot30:00 – Privacy, property, and what bitcoin reveals about constitutional limits35:00 – The Keep Your Coins Act and why it matters for financial sovereignty43:00 – The DOJ’s shift toward prosecuting developers — and why it’s dangerous46:00 – Inside the Tornado Cash and Samurai Wallet prosecutions50:00 – How Coin Center is fighting for software publishing rights54:00 – Legislative progress: Clarity, Keep Your Coins, and BRCA1:00:00 – Lessons from the 1990s encryption wars1:03:00 – How liability protections shaped (and centralized) the internet1:08:00 – The convenience dilemma: why self-custody must become easier1:12:00 – The Bank Secrecy Act, mass surveillance, and new legal challenges1:19:00 – Coin Center’s constitutional lawsuits for privacy and association rights1:23:00 – Why the BSA is ripe for reform — and bitcoin’s role in that debate1:27:00 – Zero-knowledge proofs, AML, and a future of privacy-preserving compliance1:29:00 – How self-custody wallets enable digital identity and personal sovereignty1:31:00 – Closing thoughts: bitcoin as the foundation for a freer digital future WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Joe Kelly’s Twitter: https://x.com/josephkelly → Peter Van Valkenburgh’s Twitter: https://x.com/valkenburgh

    1시간 32분
  6. Self-custody rights are property rights Seth Hertlein | The Last Free Americans

    2025. 12. 02.

    Self-custody rights are property rights Seth Hertlein | The Last Free Americans

    Seth Hertlein is the Global Head of Policy at Ledger and one of the earliest, most persistent advocates for bitcoin self-custody in Washington. Known for his “lone ranger” years as the only lobbyist focused on protecting non-custodial rights, he brings a rare combination of securities law expertise, political insight, and deep conviction about individual property rights. In this episode, Seth joins The Last Free Americans to share how he fell down the bitcoin rabbit hole, why self-custody is a return to humanity’s oldest property norms, and how today’s policy battles will define digital freedom for generations. We dig into the evolution of financial intermediaries, the history of natural rights from Aristotle to the framers, and the real political forces lining up for and against self-custody. SUPPORT THE PODCAST:→ Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast TIMESTAMPS:0:00 – Intro to The Last Free Americans & Seth’s unique role in policy2:20 – How a securities regulator became an “accidental crypto lobbyist”5:03 – Early bitcoin reading, monetary policy, and recognizing its political nature7:43 – The aha moment of self-custody: from Ledger device to first withdrawal12:58 – Ownership vs. possession: how financial markets drifted into full intermediation16:40 – Why self-custody is not new: property as a natural human right22:45 – How centralization overtook markets: certificates, DTCC, and efficiency tradeoffs27:58 – 2021: the year Washington and the industry “woke up” to each other33:10 – Keep Your Coins Act, Canadian truckers, and why lawful peer-to-peer matters38:40 – Property rights, natural law, and the framers’ blind spots on privacy45:55 – Executive Order 6102, takings law, and lessons for bitcoin52:03 – How the Bank Secrecy Act and third-party doctrine became digital surveillance59:42 – The three camps opposing self-custody: nats-ec hawks, socialists, and bureaucracies1:05:40 – The IRS broker rule, CRA repeal, and precedents for stopping overreach1:11:22 – House vs. Senate language: what “retain the right” really means1:17:14 – Odds of passage in 2024 and why Senate floor time is everything1:22:44 – The global landscape: why America is still the last best hope1:27:50 – What comes next: privacy as the next digital freedom frontier1:32:10 – Closing thoughts on restoring founding principles through Bitcoin WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained  → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Joe Kelly’s Twitter: https://x.com/josephkelly  → Seth Hertlein’s Twitter: https://x.com/SethHertlein

    1시간 50분
  7. $220K bitcoin scam blindsides a mining CEO with Kent Halliburton

    2025. 11. 25.

    $220K bitcoin scam blindsides a mining CEO with Kent Halliburton

    Kent is the CEO of Sazmining and a longtime bitcoiner who previously led large-scale solar operations before building a non-custodial bitcoin mining platform. Recently, he became the victim of a sophisticated in-person scam that resulted in the loss of $220,000 worth of bitcoin. In this episode, Kent joins The Bitcoin Frontier to share exactly what happened during the scam, what red flags he missed, and why he decided to go public. We dig into the psychology of social engineering, how attackers exploit self-interest, and why even experienced bitcoiners remain vulnerable. We also cover how to build operational security inside a business to mitigate social engineering attacks, how families can prepare for deepfake attacks, and why bitcoin’s immutability still strengthens personal responsibility even in difficult moments. SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast TIMESTAMPS:0:00 – Intro & Kent’s disclosure of a $220k bitcoin scam3:20 – Why he chose to go public: PSA, law-enforcement pressure, and justice7:10 – Kent’s background in solar, bitcoin, and building Sazmining10:05 – The setup: a “family office” deal, travel, and early yellow flags14:40 – The first meeting in Amsterdam & unusual trust-building exercises19:00 – How the attackers built credibility and portrayed ultra-wealth23:15 – The second meeting, Atomic Wallet, and how the sweep unfolded28:40 – The psychological trap: self-interest, exhaustion, and urgency34:00 – Why immutability didn’t shake his conviction in bitcoin37:25 – Internal policy changes: whitelisting, diligence, and cooling-off periods41:50 – Distinguishing roles: CEO instincts vs. bitcoiner instincts45:05 – Scam evolution, social engineering, and the danger of urgency49:20 – Efforts to recover funds & the limits of both private and public options54:10 – How AI deepfakes raise the stakes for family safety57:20 – Why code words, local trust, and multisig can protect loved ones59:40 – Closing thoughts, personal accountability & Sazmining’s mission WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained  → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Kent Halliburton’s Twitter: https://x.com/khalliburton  → Timot Lamarre’s Twitter: https://x.com/TimotLamarre

    1시간 1분
  8. Self-custody is foundational to bitcoin's value with Zack Shapiro | The Last Free Americans

    2025. 11. 18.

    Self-custody is foundational to bitcoin's value with Zack Shapiro | The Last Free Americans

    Zack Shapiro is the head of legal and policy at the Bitcoin Policy Institute and a key architect behind the Peer-to-Peer Rights Fund. He’s spent years on the frontlines where law, technology, and human freedom intersect—helping lawmakers and judges understand what it means to hold value in the digital age. In this episode, Zack joins The Bitcoin Frontier to break down why self-custody is foundational to bitcoin’s value, how the Clarity Act could define financial freedom for a generation, and why the right to hold your own money might be the most American right of all. We dig into the constitutional roots of property rights, how U.S. law is being stretched to fit a peer-to-peer world, and why the fight for non-custodial software developers will determine the future of bitcoin in America. SUPPORT THE PODCAST:→ Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com→ Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut... TIMESTAMPS:0:00 – Intro & the mission behind The Last Free Americans series2:00 – What self-custody really means and why it’s the foundation of bitcoin’s value3:45 – ETFs, financialization, and the fading connection to real bitcoin5:00 – Why self-custody matters more than ever in 20256:15 – How outdated laws are clashing with a peer-to-peer world7:40 – The Clarity Act and the battle for non-custodial rights9:00 – Would bitcoin even be valuable without self-custody?10:00 – How self-custody connects to America’s founding values12:00 – The Constitution’s protections for holding bitcoin: 1st, 4th, 5th, 9th Amendments16:00 – The history lesson: Executive Order 6102 and gold confiscation18:30 – Enumerated powers, the 9th Amendment, and the people’s retained rights21:00 – Why protecting non-custodial developers is critical to freedom23:30 – Tornado Cash, Samurai Wallet, and the dangerous new legal precedents27:30 – Knowledge vs. intent: how the DOJ’s theories stretch the law31:00 – The risk of calling developers “money transmitters”33:30 – Steelmanning the other side: why regulators see a loophole37:00 – How the Bank Secrecy Act evolved from mob busting to digital dragnet40:30 – From halawa networks to bitcoin: applying old laws to new rails42:30 – The real ideological divide: state control vs. individual liberty46:00 – Why self-custody embodies the American idea of limited government47:30 – If Bitcoin existed in 1776, would the framers have protected self-custody?49:00 – Strategy going forward: the Clarity Act, education, and vigilance52:00 – The political battle ahead: Elizabeth Warren, ICOs, and what’s really at stake54:00 – How bitcoin helps the least powerful—and why that matters most WHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter:

    56분
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예고편

5
최고 5점
31개의 평가

소개

Explore how bitcoin as a monetary tool is transforming lives and perspectives. Through in-depth conversations, uncover stories of innovation, disruption, and growth as we chart the ever-evolving bitcoin frontier. Whether you're a bitcoin veteran or just curious, The Bitcoin Frontier is your guide to the future of money.

정보

  • 제작진
    Unchained Capital, Inc
  • 방송 연도
    2023년 - 2026년
  • 에피소드
    111
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Unchained Capital, Inc
  • 웹사이트 보기
    The Bitcoin Frontier

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