Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering. Jeff on Twitter: https://x.com/PunterJeff MSTR True North: https://x.com/MSTRTrueNorth 0:00 - Intro 0:36 - Explaining Microstrategy's preferred stocks 7:14 - Making use of volatility 13:58 - Fold & Bitkey 15:54 - Everything changes when insurance catches on 25:34 - Real estate insurance 29:04 - Unchained 30:05 - First mover companies 33:16 - The strategy is misunderstood, but the tide is turning 38:22 - Wha...
Jan 29, 2025•1 hr 17 min
Marty sits down with James Check to discuss bitcoin's position in the new year. James on Twitter: https://x.com/_Checkmatey_ James's newsletter: https://newsletter.checkonchain.com/ _checkonchain charts: https://charts.checkonchain.com/ 0:00 - Intro 0:36 - SBR isn't Trump's top priority 7:05 - A hard market to predict 13:36 - Fold & Bitkey 15:31 - What’s next? 18:21 - Tariffs and revaluing gold 21:28 - Unchained 22:29 - Yield curve/rate cut discrepancy 28:57 - Bull and bear scenarios 35:47 -...
Jan 27, 2025•1 hr 13 min
Marty sits down with Larry Lepard to discuss his upcoming book. Larry on Twitter: https://x.com/LawrenceLepard Larry's website: https://ema2.com/ The Big Print: https://www.amazon.com/Big-Print-Happened-America-Sound-ebook/dp/B0DS9W8FFS 0:00 - Intro 0:36 - Trump coin and the new administation 8:48 - Fold & Bitky 10:43 - Larry's book 12:31 - We’re reaching the fourth turning 15:52 - Skeptics and crypto frauds 18:09 - Metcalfe’s gold rush 24:25 - Unchained 25:26 - A newcoiner is never late, no...
Jan 25, 2025•1 hr 9 min
0:00 - Disclaimer 0:24 - Larry Fink is bullish 8:28 - Ross free 16:54 - Energy policy 25:06 - Crypto policy 34:27 - Meme coins 50:19 - State SBR bills 58:05 - Dollar Index and Gromen analysis 1:15:04 - Coinbase lending 1:28:44 - NYDIG 1:32:38 - Corporate treasuries 1:43:51 - Repeal of SAB-121 1:46:02 - 2025 predictions
Jan 24, 2025•1 hr 50 min
Marty sits down with Tuur Demeester to discuss his visit to the South African city of Orania. Tuur on Twitter: https://x.com/TuurDemeester 0:36 - Why Tuur went to Orania 8:02 - State-proof cities dealing with crime 14:29 - Orania's origins 19:24 - Fold & Bitkey 21:19 - Population growth and businesses 26:21 - South Africa is devolving 29:54 - Unchained 30:54 - Sentiment toward Orania 32:15 - Scaling Orania’s model 34:49 - Diversity and conflict 43:50 - Bitcoin fixes this, not MAGA 50:44 - Na...
Jan 23, 2025•1 hr 29 min
Marty sits down with Calle to discuss Cashu. Cashu: https://cashu.space/ Calle on Nostr: https://primal.net/calle 0:00 - Intro 0:36 - Programming is art 5:36 - Zooming out on the struggle for freedom 10:23 - Dealing with the pace of change 14:20 - Unchained & Fold 16:13 - Financial privacy 20:43 - Chaumian ecash history 33:34 - Zaprite & SOTE 35:06 - Ecash on bitcoin 42:55 - Hash pools 48:45 - Interoperable systems 52:11 - We need more privacy and more devs 55:24 - Narrative and communic...
Jan 17, 2025•1 hr 19 min
Marty sits down with Joe Bryan to discuss his presentation of the problem of fiat currency. Joe on Twitter: https://x.com/satmojoe SatsVsFiat: https://x.com/SatsVsFiat What's The Problem: https://www.youtube.com/watch?v=YtFOxNbmD38&t 0:00 - Intro 0:36 - Joe’s background 9:53 - Borrowing on bitcoin stabilizes the market 13:02 - Unchained 14:49 - Educating on the problem with money 18:57 - The origin of Joe’s story 24:00 - Zaprite & SOTE 25:33 -The power of storytelling 32:34 - Outlining t...
Jan 10, 2025•1 hr 8 min
Marty kicks off the new year with Parker Lewis. Parker on Twitter: https://x.com/parkeralewis 0:00 - Intro 0:36 - Crossfit 2:27 - Recapping the debt problem 17:23 - Unchained & Fold 19:16 - Yield curve discrepancy 23:21 - DOGE can’t help much 30:00 - Zaprite & SOTE 31:32 - Trump’s plans and the Fed 48:40 - Bitcoin and inflation are insufficiently understood 1:10:29 - H1B psyop and Sam Hyde 1:15:25 - Silicon Valley mindset 1:21:08 - We’re gonna get Shane Gillis 1:30:04 - Countering Tucker...
Jan 06, 2025•1 hr 50 min
Marty sits down with Nik Bhatia to discuss his upcoming book and bitcoin's unprecedented setup in the macro environment. Nik on Twitter: https://x.com/timevalueofbtc Bitcoin Age: https://www.amazon.com/dp/B0DQK2RQ5J Bitcoin Layer video: https://www.youtube.com/watch?v=NDAFY8rx-Kg 0:00 - Intro 0:36 - Strategic reserve 8:45 - Does bitcoin threaten the dollar? 12:51 - Bitcoin began more open than the internet did 16:40 - Unchained 17:41 - Strengthening America 21:31 - MSTR, buying bitcoin with new ...
Jan 03, 2025•1 hr 8 min
Marty sits down with Alex Bergeron to discuss Ark Labs. Alex on Twitter: https://x.com/bergealex4 Ark Labs: https://arklabs.to/ 0:00 - Intro 0:36 - Will the strategic reserve stop soft forks? 15:50 - Unchained 16:50 - Ark 25:10 - Zaprite & SOTE 26:43 - How Ark works 1:03:57 - Product market fit 1:13:31- Things take time to build 1:20:31 - Meta protocols 1:26:35 - Wrap up Shoutout to our sponsors: Unchained https://unchained.com/tftc/ Zaprite https://zaprite.com/tftc Salt of the Earth https:/...
Dec 30, 2024•1 hr 29 min
Marty sits down with John Carvalho to discuss his BIP on bitcoin units and an update on Pubky. Links: https://pubky.app/ https://pubky.org/ https://x.com/BitcoinErrorLog 0:00 - Intro 0:36 - John's BIP 10:16 - Millisats 14:30 - Unchained 15:30 - Optimizing against govt controlled btc 22:30 - OP_VAULT and fork consensus 36:53 - Zaprite & SOTE 38:26 - Pubky 45:21 - Government digital ID 54:10 - Nostr's vs X vs Bluesky 1:00:00 - Why Nostr needs an ID solution 1:03:13 - Atomic Economy 1:08:08 - T...
Dec 27, 2024•1 hr 38 min
Marty and Will Cole sit down to orange pill Bill and Spud from WAR MODE. WAR MODE: https://warmode.libsyn.com/ 0:00 - Intro 0:36 - Here to be orange pilled 4:35 - Don’t F up the money 11:03 - Unchained 12:04 - Early bitcoin and basic value prop 17:07 - Inflation lies 25:09 - How we got to the modern system 31:19 - Zaprite & SOTE 32:52 - Bitcoin’s good for everyone and everything’s good for bitcoin 40:27 - Bitcoin, not blockchain 47:30 - Monetization & Triffin dilemma 50:21 - Mining, ener...
Dec 23, 2024•2 hr 46 min
The Ten31 crew sit down with Matt Corallo to talk about Google's Willow quantum chip. 0:00 - Disclaimer 0:24 - Matt Corallo addresses the quantum chip scare 34:19 - Expected value calculation in quantum scenario 45:34 - Bitcoin MENA and nation state adoption 56:45 - Bitcoinization of finance 1:02:18 - MSTR 1:11:00 - Yield is a scary word in bitcoin 1:17:35 - 100k milestone
Dec 20, 2024•1 hr 21 min
Marty sits down with Matthew Mežinskis to discuss the Q3 2024 monetary base update. Matthew on Twitter: https://x.com/1basemoney Porkopolis Economics: https://www.porkopolis.io/ 0:00 - Intro 0:36- ATH, 4 currencies left in the way 4:50 - The Trump wave 10:44 - chart - Getting gold/btc on Fed balance sheet 24:20 - Unchained 25:11 - Optimally acquiring strategic reserve 30:38 - Zaprite & SOTE 32:11 - Triffin Dilemma and spending cuts 38:55 - How hard money helps central banks 43:23 - Yield cur...
Dec 18, 2024•2 hr 3 min
Marty sits down at PubKey with Andrew Hohns to discuss Battery Finance. 0:00 - Intro 0:36 - Squawk Box 4:27 - Why Andrew caught onto bitcoin 10:39 - Unchained 11:29 - Saylor’s dematerialization idea 15:45 - Supercharging real estate 25:09 - Zaprite & SOTE 26:42 - Adoptions cycles for borrowers 31:31 - Duration curve 38:24 - Bitcoin will be critical as other assets demonetize 40:50 - Loans result in long term hodl 46:23 - 100k significance & price prediction 54:39 - Custody question Shout...
Dec 16, 2024•58 min
Marty sits down with Trey Sellers to discuss how Unchained will be moving forward in light of the recent $100k breakthrough. Trey on Twitter: https://x.com/ts_hodl 0:00 - Intro 0:36 - Marty on Tucker and Andrew Hohns on CNBC 3:59 - Guiding hodlers and pioneering collab custody 14:04 - Unchained 14:54 - 100k changes the frame 17:46 - Where does Unchained go next? 21:27 - Zaprite & SOTE 23:00 - Large capital bringing in the supercycle 26:57 - FIRE framework 41:30 - Signature white glove servic...
Dec 11, 2024•1 hr 1 min
Marty sits down with Miljan Braticevic to discuss Primal 2.0. Miljan on Primal: https://primal.net/miljan 0:00 - Intro 0:36 - Nostr is more than social media 10:04 - Why Nostr is better 20:50 - Bitkey & Coinkite 23:10 - Building Primal with open source ethos 27:52 - Power user functionality 37:08 - Doomscroll algo vs custom feeds 44:53 - Zaprite & SOTE 46:26 - Nostr in the context of Elon’s site 51:23 - Nostr/bitcoin symbiosis and snowball adoption 1:02:00 - Fountain/Primal and how Nostr...
Dec 09, 2024•1 hr 31 min
Marty sits down to discuss how Trump may plan to wield bitcoin and an altered Federal Reserve to compete with BRICS. Mel on Twitter: https://x.com/MelMattison1 Mel's Website: https://www.melmattison.com/ 0:00 - Intro 0:36 - Scott Bessent 7:42 - History of the Fed 12:59 - Unchained & Coinkite 15:18 - Trump indicates plans to change Fed 29:10 - Zaprite & SOTE 30:43 - Does BRICS need to play both bitcoin and gold? 39:35 - How gold and bitcoin could coexist 43:49 - How will the new policy be...
Dec 06, 2024•1 hr 19 min
Marty sits down with Matt Cole from Strive to discuss the tidal shift in America driven by bitcoin. Matt on Twitter: https://x.com/colemacro Strive: https://strive.com/ 0:00 - Intro 0:36 - ESG/DEI disaster isn’t quite over yet 13:52 - Unchained & Coinkite 16:12 - Matt’s background and framing bitcoin for pensions 25:04 - Career risk of missing bitcoin 28:52 - Moving the Overton window and helping clients with bitcoin 33:12 - Zaprite & SOTE 34:45 - Making the most of bitcoin 43:07 - How u...
Dec 04, 2024•1 hr 14 min
The Ten31 team sits down with Rob Hamilton and Becca Rubenfield from AnchorWatch to discuss becoming a Lloyd's of London Coverholder. 0:00 - Disclaimer 0:24 - What Anchorwatch offers 5:26 - Leveraging bitcoin and Miniscript 12:52 - What makes Anchorwatch different 19:43 - More on what Miniscript offers 29:39 -Smart contracts 36:56 - Early Anchorwatch 42:38 - Good UX without compromise 47:31 - Possibilities and future plans 59:59 - Risk appetite at Lloyd’s 1:13:01 - How bitcoin helps the insuranc...
Nov 29, 2024•1 hr 24 min
Marty sits down with Jim Crider to discuss how to talk to your loved ones about bitcoin this upcoming Thanksgiving, as well as how bitcoin is seen in the world of financial planning. Jim on Twitter: https://x.com/JimCriderTX Intentional Living FP: https://www.intentionallivingfp.com/ 0:00 - Intro 1:55 - How to craft the perfect orange pill 11:24 - Keeping hype low 14:58 - Bitkey & Coinkite 17:18 - Establishing an understanding of money 29:28 - Dangers of social proof 39:57 - SOTE 41:30 - Att...
Nov 25, 2024•1 hr 35 min
Marty sits down with Tom Luongo to discuss the next steps after Trump's victory in the election. Tom on Twitter: https://x.com/tfl1728 Tom's Blog: https://tomluongo.me/ 0:00 - Intro 1:30 - Trapping Trump in a war as a last resort 9:30 - Bond markets 14:21 - Unchained & Coinkite 16:40 - Treasury Secretary choice 21:06 - Tom’s thesis is playing out 26:20 - What do the next steps look like? 32:31 - Better ways to fund the govt 47:25 - Zaprite & SOTE 48:58 - Trump appointments and foreign po...
Nov 22, 2024•1 hr 58 min
Marty sits down with Chad from UATX to discuss bringing the values of the Age of Enlightenment back to education. Chad on Twitter: https://x.com/chadthevenot UATX: https://www.uaustin.org/ 0:00 - Intro 1:28 - 6th and Congress is the center of the universe 4:09 - The story of UATX 10:26 - Unchained & Coinkite 12:20 - Problems with current education 21:15 - Curriculum for a free society 28:37 - Regulation and Trump regime 32:33 - Zaprite & SOTE 34:06 - Enlightenment values and free discuss...
Nov 20, 2024•1 hr 13 min
Marty sits down with Pascal Hügli to discuss the multivariate implications of Donald Trump's White House victory for bitcoin. Pascal on Twitter: https://x.com/pahueg 0:00 - Intro 1:23 - The European mind can't comprehend Trump victory 10:09 - Prediction markets 25:08 - Unchained & Coinkite 27:02 - Trump's approach to bitcoin 37:08 - SOTE 38:40 - America leading the charge on bitcoin 47:03 - Has hyperbitcoinization been pulled forward? 51:36 - Bitcoin credit products 59:05 - Supercycle? 1:11:...
Nov 18, 2024•1 hr 23 min
0:00 - Intro 1:34 - Centimillionaire bitcoin allocation 10:20 - ATH & prominent bitcoin-friendly figures 25:28 - Term sheet report 48:13 - Bitcoin Treasury strategy
Nov 15, 2024•1 hr 35 min
Marty sits down with Will Tanner to discuss the aftermath of Trump's victory and lessons to be learned from old money families. Will on Twitter: https://x.com/Will_Tanner_1 American Tribune: https://www.theamericantribune.news/ 0:00 - Intro 1:20 - Trump’s victory proving the media obsolete 9:12 - Unsuccessful American color revolution 12:21 - Unchained & Coinkite 14:14 - What’s next and will we get rugged? 18:58 - MAHA is beautiful, socialism is ugly 25:46 - Immigration issues 31:55 - SOTE 3...
Nov 13, 2024•1 hr 23 min
Marty sits down with Whitney Webb and Mark Goodwin to discuss the nefarious plans of Trump's allies. 0:00 - Intro 2:15 - Trump savior narrative 11:31 - Unchained & Coinkite 13:24 - Trump coalition 22:30 - Epstein blackmail on both sides 32:04 - Zaprite & SOTE 33:06 - A new form of intelligence agency 51:49 - Stablecoin CBDCs 1:05:23 - Trump’s policy’s and cabinet appointments 1:14:44 - Politicians learning from bitcoin 1:20:13 - Big pharma and problems with deregulation 1:27:20 - Back to...
Nov 11, 2024•1 hr 55 min
The Ten31 team discusses the monumental 2024 US Presidential Election and what it means for bitcoin moving forward. 0:00 - Intro 0:24 - ETF inflows at ATH 8:27 - How the election affects bitcoin 23:14 - Supercycle debate 34:55 - Companies embracing sound custody 39:39 - Framing advice on allocation 50:35- IBIT and other benchmarks 54:49 - Trump likely to continue debt expansion
Nov 10, 2024•58 min
Marty sits down with Matt Pines to discuss how Trump may include bitcoin in his policy and the imminent advent of information on UAPs becoming public. 0:00 - Intro 1:34 - ECB and Minneapolis Fed papers 11:12 - Evolution of supranational institutions 18:16 - How US power is different 25:24 - Unchained & Coinkite 27:18 - Trump and his allies 46:20 - Zaprite & SOTE 47:53 - Measured approach to state bitcoin adoption 1:03:49 - We need lateral thinking civil servants 1:16:42 - American infras...
Nov 08, 2024•3 hr 14 min
Marty sits down with Alex Leishman to discuss River's new offering of bitcoin interest on cash. Alex on Twitter: https://x.com/Leishman 0:00 - Intro 1:29 - Mechanics and implications of bitcoin interest 10:27 - Unchained & Coinkite 12:21 - The road to River as a primary bank 19:27 - Effectiveness of Trump and private spending 32:35 - Zaprite & SOTE 34:08 - Learning from River’s users 38:30 - Proof of reserves 40:56 - Shareholder influence and activist investors 51:39 - Preparing for the ...
Nov 06, 2024•1 hr 6 min
