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Published by Danny Knowles
<p>What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.</p>
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<p>"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.”</p> <p>Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries.</p> <p>We also get into hardware wallets, multisig and protecting life-changing amounts of bitcoin, the risks of KYC leaks and physical attacks, and what Jameson learnt from talking to scammers and interviewing North Korean applicants trying to get jobs at Casa.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN -</strong></a> Explore Bitcoin-backed loans and get 0.25% off your first loan.</p> <p><a href="https://www.swan.com/wbd"><strong>SWAN -</strong></a> Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses.</p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH -</strong></a> Insured Bitcoin custody, security & inheritance. Book a consultation:</p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY -</strong></a> Get 10% off the new Bitkey wallet with code WBD.</p> <p><a href="https://www.cape.co/wbd"><strong>CAPE -</strong></a> Get 33% off your first six months with code WBD.</p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Jameson Lopp: <a href="https://x.com/lopp">https://x.com/lopp</a></p> <p>Jameson Get's Swatted: <a href="https://www.youtube.com/watch?v=yCWJY8olZHU">https://www.youtube.com/watch?v=yCWJY8olZHU</a></p>
<p>“I think AI is officially too big to fail.” </p> <p>Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt. </p> <p>We also get into why AI-driven deflation could benefit people but threaten a debt-based monetary system, and why the government may eventually have to backstop the AI buildout with QE or yield curve control.</p> <p>• - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - </p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN -</strong></a> Explore Bitcoin-backed loans and get 0.25% off your first loan.</p> <p><a href="https://www.swan.com/wbd"><strong>SWAN -</strong></a> Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses.</p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH -</strong></a> Insured Bitcoin custody, security & inheritance. Book a consultation:</p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY -</strong></a> Get 10% off the new Bitkey wallet with code WBD.</p> <p><a href="https://www.cape.co/wbd"><strong>CAPE -</strong></a> Get 33% off your first six months with code WBD.</p> <p>• - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -</p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Jeff Ross: <a href="https://x.com/FormerDrJeff">https://x.com/FormerDrJeff</a></p>
<p>“We don’t really have the tools to deal with fiscal-driven inflation.” </p> <p>Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually achieve. </p> <p>We discuss the increasingly K-shaped economy, why developed markets are beginning to take on characteristics once associated with emerging markets, and why Lyn believes this macro environment could persist well into the 2030s. </p> <p>Lyn also explains why she believes Bitcoin is increasingly well positioned for the years ahead, why capital could rotate out of the AI trade, and what would need to happen for Bitcoin to enter a stronger bull market. </p> <p>• - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - </p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p>• - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -</p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Lyn Alden: <a href="https://x.com/LynAldenContact">https://x.com/LynAldenContact</a></p>
<p>“There is a reckoning. There is a point at which something has to be addressed.” </p> <p>Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue being consumed by interest, and how continued Treasury bill issuance could eventually trigger stress in the repo market and force the Fed to intervene. </p> <p>We discuss whether Treasury buybacks helped drive Bitcoin’s recent 20% rally, why the UK, France and Japan may face major monetary intervention before the United States, and how Washington is attempting to reclaim control of the offshore dollar system. Is the world entering a new kind of financial war? </p> <p>Nik also explains why he believes Bitcoin’s bottom is in but the next bull market has not yet begun, what his liquidity indicators are signalling, and why the bond market could determine Bitcoin’s next major move.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Nik Bhatia: <a href="https://x.com/timevalueofbtc">https://x.com/timevalueofbtc</a></p> <p>The Bitcoin Layer: <a href="https://www.youtube.com/c/TheBitcoinLayer">https://www.youtube.com/c/TheBitcoinLayer</a></p>
<p>“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare </p> <p>Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. </p> <p>In this interview, we discuss why he believes the Bitcoin bottom is in, how the recent drawdown changes Bitcoin’s risk profile, and why a move above $100K could trigger the next major cycle. </p> <p>We also discuss institutional adoption, the future of the four-year cycle, Bitcoin-backed banking and credit, Treasury buybacks, fiscal dominance, AI investment, structural inflation and why Joe is bullish on the economy, markets and Bitcoin.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Joe Carlasare: <a href="https://x.com/JoeCarlasare">https://x.com/JoeCarlasare</a></p>
<p>“Everything’s structurally changed.” </p> <p>Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle is finally dead. </p> <p>We discuss whether yield curve control has arrived under another name, why Bitcoin is becoming a hedge against monetary debasement and the potential for a great rotation out of AI and gold and why gold could reach $10,000 while Bitcoin runs from $80,000 to $800,000. </p> <p>Eric also gets into how the US push for stablecoins could unintentionally accelerate Bitcoin adoption, why stablecoins may provide the route to hyperbitcoinization, how Bitcoin could become the world’s most valuable collateral and why fractional reserve banking might actually help Bitcoin win.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Eric Yakes: <a href="https://x.com/ericyakes">https://x.com/ericyakes</a></p>
<p>“Your conversations and your money should not have to live in totally separate places.” </p> <p>Seth for Privacy is the COO of Cake Wallet and Radar, a Signal-compatible messenger combining encrypted conversations with self-custodial Bitcoin payments. In this episode, he explains why the next wave of Bitcoin adoption may begin inside an everyday messenger—not a standalone wallet. </p> <p>We discuss how Radar makes sending Bitcoin feel as natural as sending a message, why Spark made that experience possible, and the challenge of combining simple UX, privacy and self-custody at scale. Seth also breaks down Radar’s connection to the Signal network, its plans for fiat top-ups and stablecoins, and why compromising someone’s phone can defeat even the strongest encryption. </p> <p>We also get into Zcash’s historic counterfeiting vulnerability, Monero’s privacy model, Bitcoin privacy and how Silent Payments, PayJoin and better developer tools could make private, self-custodial Bitcoin practical for everyday users.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Seth for Privacy: <a href="https://x.com/sethforprivacy">https://x.com/sethforprivacy</a></p>
<p>“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” </p> <p>Frostsnap’s Lloyd Fournier and Nick Farrow join me to break down the catastrophic Coldcard vulnerability that made supposedly secure Bitcoin keys guessable and allowed attackers to drain more than 1,700 BTC without ever touching the devices. </p> <p>We discuss how a five-year failure in Coldcard’s randomness generation went undetected, why every safeguard failed and the role AI played in discovering and exploiting the bug. Nick also explains how he reproduced the attack himself, what the on-chain evidence reveals about the attackers and why this has shaken trust in Bitcoin self-custody. </p> <p>We also get into whether hardware wallets are really trusted third parties, the limitations of dice rolls and air gaps, how Dark Skippy can leak a seed through a single transaction and why single-signature custody may need to change. </p> <p>Finally, Lloyd and Nick explain how Frostsnap uses distributed key generation and threshold signatures to remove single points of failure, simplify recovery and secure Bitcoin across multiple locations.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Lloyd Fournier: <a href="https://x.com/LLFOURN">https://x.com/LLFOURN</a></p> <p>Nick Farrow: <a href="https://x.com/utxoclub">https://x.com/utxoclub</a></p>
<p>“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” </p> <p>Checkmate is a Bitcoin analyst and founder of Checkonchain. In this episode, he explains why Bitcoin may be entering the final stage of the bear market, even after $8.2 billion of ETF outflows, Strategy selling, the Coldcard attack and the failure of BIP110. </p> <p>We discuss whether $58k marked the bottom, why a fall to $45k would inflict damage comparable to the brutal 2015 bear market, and the key levels that would signal Bitcoin is turning bullish again. We also get into the massive accumulation between $58k and $78k, why bull markets begin before the narrative arrives, whether the parabolic phase of the AI trade is over, and why money printing will eventually bring investors back to Bitcoin.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C%5C%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Checkmate: <a href="https://x.com/%5C_Checkmatey%5C_">https://x.com/_Checkmatey_</a></p>
<p>“We’ve already fucking won.” </p> <p>Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? </p> <p>Recorded live at PubKey in New York City, American HODL, Junseth and Erik Cason & Thomas Pacchia are on the show for an unfiltered conversation about Bitcoin’s conquest of Wall Street, why everyone still thinks they’re late, the promise of $100 million Bitcoin and whether Bitcoin needs a new narrative. </p> <p>We also discuss the rise of Bitcoin treasury companies, building businesses with AI, escaping economic nihilism, individual sovereignty and why prosperity remains Bitcoin’s true killer app.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/\_DannyKnowles</a></p> <p>American HODL: <a href="https://x.com/americanhodl8">https://x.com/americanhodl8</a></p> <p>Erik Cason: <a href="https://x.com/Erikcason">https://x.com/Erikcason</a></p> <p>Thomas Pacchia: <a href="https://x.com/tpacchia">https://x.com/tpacchia</a></p>
<p>“The people who are truly productive are going to be on a rocket ship.” </p> <p>AI is about to split society in two: those who learn to command it and those whose value it destroys. </p> <p>Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar career ladder while creating millions of millionaires. He argues that judgment, agency and decisive thinking will become exponentially more valuable, while simply working hard may no longer be enough. </p> <p>We discuss why most people are using AI incorrectly, how it could transform law and business, whether mass unemployment and universal basic income are coming, and why Zack believes there is a 15% chance AI could wipe out humanity. </p> <p>We also explore the battle between technological abundance and authoritarian control, why autonomous AI agents may naturally choose Bitcoin, the future of the CLARITY Act, protections for Bitcoin developers, and whether America will ever meaningfully build a Strategic Bitcoin Reserve.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/\_DannyKnowles</a></p> <p>Zack Shapiro: <a href="https://x.com/zackbshapiro">https://x.com/zackbshapiro</a></p>
<p>“There’s no balance sheet in the world that can cough up a trillion dollars.” </p> <p>In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that growth alone. </p> <p>Mauricio breaks down Ledn’s $188 million Bitcoin-backed securitisation, the significance of its investment-grade senior notes, and how institutional capital could transform Bitcoin lending into a global credit market. He also explains partial liquidations, auto top up, tokenised gold and the potential for hybrid Bitcoin-and-gold collateral. </p> <p>The conversation also explores the hidden risks behind “no-liquidation” loans, why cheaper borrowing can conceal dangerous counterparty risk, and whether parts of the industry are repeating the mistakes that preceded the last crypto credit collapse. </p> <p>We also get into the ongoing changes in Venezuela following Maduro’s capture, the devastation caused by the La Guaira earthquakes, and why he believes the country may finally have an opportunity to rebuild.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Mauricio Di Bartolomeo: <a href="https://x.com/cryptonomista">https://x.com/cryptonomista</a></p>
<p>“I would give myself 95% confidence that the bottom is in.” </p> <p>Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. </p> <p>In this episode we discuss the disconnect between record global liquidity and a Bitcoin price that has fallen 50%, the selling by OG holders, miners pivoting toward AI, and the potentially self-fulfilling nature of the four-year cycle. Selling pressure is becoming exhausted and we're now facing time pain, not price pain. </p> <p>We also get into AI stealing Bitcoin’s bull run, what could force capital rotation, the future of Strategy and MetaPlanet, why blow-off tops and 75% drawdowns may be disappearing, and how Bitcoin mining is changing as major operators move into AI. </p> <p>*Note, this was recorded before the recent Coldcard vulnerability. For more info watch this… <a href="https://youtu.be/rf-9rf93OpE">https://youtu.be/rf-9rf93OpE</a></p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Mitchell Askew: <a href="https://x.com/MitchellAskew">https://x.com/MitchellAskew</a> </p> <p>John Haar: <a href="https://x.com/jhaarblockware">https://x.com/jhaarblockware</a></p>
<p>“Who is left now that wants to sell at $65K?” </p> <p>Bitcoin has gone through the price pain. Now comes the time pain. </p> <p>Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how the next rally could begin before the wider market notices. </p> <p>We discuss the on-chain signals around $58K, the changing shape of Bitcoin’s market cycles, and how the enormous debt funding the AI boom could revive the currency-debasement narrative and put Bitcoin back at the centre of the market. </p> <p>We also get into whether a court can declare dormant Bitcoin “abandoned,” the attempt to claim legal ownership of coins linked to Satoshi, the quantum-computing risk, government control of superintelligent AI, and the last-minute fight to protect self-custody through the CLARITY Act. </p> <p>*Note, this was recorded before the recent Coldcard vulnerability. For more info watch this… <a href="https://youtu.be/rf-9rf93OpE">https://youtu.be/rf-9rf93OpE</a></p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/_DannyKnowles</a></p> <p>Alex Thorn: <a href="https://x.com/intangiblecoins">https://x.com/intangiblecoins</a></p>
<p>“The companies are bubbles, but I don’t think the technology is a bubble.” </p> <p>Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind. </p> <p>Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months, but his long-term thesis has not changed: America’s fiscal position cannot be fixed without significant currency devaluation, and the Fed will eventually be forced to print. </p> <p>We also discuss Kevin Warsh’s attempt to establish his inflation-fighting credibility, the return of Hamiltonian economics, tariffs and reshoring, why long-term bondholders may be destroyed in real terms, the growing divide between Wall Street and the rest of America, and whether the country can remain the world’s dominant superpower.</p> <hr /> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <hr /> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/\_DannyKnowles</a></p> <p>Luke Gromen: <a href="https://x.com/LukeGromen">https://x.com/LukeGromen</a></p>
<p>“This is as code red as it can get for Bitcoin self-custody.” </p> <p>Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has exposed Bitcoin held in wallets generated on affected firmware. </p> <p>A firmware change introduced in 2021 prevented Coldcard devices from generating the level of randomness users believed they were getting. The result is that attackers may be able to reconstruct seed phrases and drain wallets, even when the device was air-gapped and the seed words never touched the internet. Rob explains which Coldcard models and setups are at risk, why updating the firmware does not repair an existing vulnerable seed, and what affected users need to do now. </p> <p>We also get into the risks facing single-signature and multisig wallets, whether passphrases and independently generated entropy provide protection, how attackers are finding and sweeping vulnerable wallets, and the role AI may have played in discovering the bug.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> </p> <p>Rob Hamilton: <a href="https://x.com/Rob1Ham">https://x.com/Rob1Ham</a></p>
<p>“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” </p> <p>Jack Mallers is back on the show for his first interview since stepping down as CEO of Twenty One Capital. </p> <p>Jack explains why he walked away from the Bitcoin treasury company he built with Tether and took public on the New York Stock Exchange. We discuss where his vision began to diverge from the board’s, why merging Strike into Twenty One was never part of the original plan, and the expectations he regrets setting. </p> <p>We also get into the AI capex bubble and why he thinks it will end in money printing, whether the Magnificent Seven are becoming too big to fail, why gold ran while Bitcoin didn’t, whether China is quietly mining Bitcoin, and why Jack believes Bitcoin’s next bull market will finally be a real one.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> </p> <p>Jack Mallers: <a href="https://x.com/jackmallers">https://x.com/jackmallers</a></p>
<p>“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” </p> <p>Cory Klippsten is back on the show to explain why Bitcoin’s last bull market failed to deliver, why institutional adoption created weak hands rather than conviction, and why the next major move depends on bringing a new wave of people into Bitcoin. </p> <p>In this episode, we discuss Swan’s campaign to bring the energy back to Bitcoin, the return of Café Bitcoin, 50 Days for Freedom and lower buying fees. Cory explains why ETFs made Bitcoin easier to buy but also easier to sell, why real on-chain holders ultimately set the floor, and why he believes the bear market may be close to its end. </p> <p>We also get into Bitcoin’s adoption problem, the battle for monetary independence, why altcoins have lost the fight to become money, and the risks of Bitcoin treasury companies and leveraged Bitcoin equities.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> </p> <p>Cory Klippsten: <a href="https://x.com/CorySwan">https://x.com/CorySwan</a></p>
<p><strong>“Bear markets are actually more about survival.”</strong></p> <p>Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been more bullish on Bitcoin.</p> <p>In this episode, we discuss Jack Mallers stepping down from XXI, the risks of Bitcoin treasury companies, and why profitable businesses should save in Bitcoin rather than make financial engineering the product.</p> <p>We also get into Nostr’s failure to replace X, the continued need for open identity and private communications, and how open-source AI could make Bitcoin easier to use. Matt explains why AI agents will need permissionless money, why Lightning matters for privacy, and why strong families and local communities will become more important in an increasingly centralised world.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/_DannyKnowles</a> or <a href="https://primal.net/danny">https://primal.net/danny</a></p> <p>Matt Odell: <a href="https://x.com/ODELLXYZ">https://x.com/ODELLXYZ </a>or <a href="https://primal.net/odell">https://primal.net/odell</a></p> <p>Citadel Wire: <a href="https://citadelwire.com/">https://citadelwire.com/</a></p>
<p>“Cycles have no respect for trends.” </p> <p>Michael Howell is on the show to explain why global liquidity, not Bitcoin’s four-year cycle, is the force driving Bitcoin, gold and global markets. </p> <p>Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He warns that tighter liquidity could create further downside before the next major monetary expansion begins. </p> <p>We get into the five-to-six-year debt refinancing cycle, why central banks are ultimately forced to keep supplying liquidity, China’s influence on the gold market, the growing debt maturity wall, and why the “great debasement” of Western currencies may still lie ahead.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> or <a href="https://primal.net/danny">https://primal.net/danny</a> </p> <p>Michael Howell: <a href="https://substack.com/@capitalwars">https://substack.com/@capitalwars</a></p>
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Observed September 19, 2026.
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