Has the world order actually broken down? In this episode, I sit down with Parker Lewis to break down Ray Dalio's warning that the global order is collapsing. Parker explains why Dalio is right that things are breaking down, but completely misses the root cause, the currency system. We get into why the weaponisation of the dollar, from cutting Russia off SWIFT to endless money printing, is what's actually driving the world towards chaos and why Bitcoin is insanely undervalued at $67k. Parker als...
Feb 23, 2026•1 hr 29 min
Is AI about to replace your job? And should you be terrified? In this episode, I sit down with Mark Suman to talk about the rapid acceleration of AI, what OpenClaw and agentic AI actually means for the average person, and why the lower rungs of the corporate ladder are about to get sawed off. We get into the privacy nightmare unfolding as people hand over their most personal data to LLMs, whether Bitcoin becomes the native money of AI agents, and how open-source models are keeping the big tech c...
Feb 19, 2026•1 hr 5 min
"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet." Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's spot price. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKE...
Feb 17, 2026•1 hr 10 min
Mark Goodwin is a journalist and author at Unlimited Hangout. In this episode, he breaks down what the Epstein files reveal about Bitcoin's origins and the connections between the Epstein network, the PayPal mafia, and the creation of Tether. We get into whether Bitcoin has been co-opted, the role of stablecoins in extending dollar hegemony, and why the Bitcoin community needs to refocus on building peer-to-peer freedom tools. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE C...
Feb 13, 2026•1 hr 50 min
Checkmate is a Bitcoin analyst known for his on-chain & macro research. In this episode, he breaks down the Bitcoin crash to $60k and why it may have marked a critical inflection point. We get into on-chain data, mean reversion models, and if the bottom is in for this bear market, or we go lower. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE CLUB ORANGE FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Checkmate: https://x.com/\_Checkmatey\...
Feb 11, 2026•1 hr 22 min
Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWA...
Feb 09, 2026•1 hr 19 min
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stress in the system. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LE...
Feb 05, 2026•1 hr 8 min
Brandon Black is a Bitcoin software engineer. In this episode we discuss why quantum computing is unlikely to threaten Bitcoin in the foreseeable future, how exaggerated claims around qubit scaling and Shor’s algorithm distort the real risk, what concrete evidence would actually force Bitcoin to act, and how questions around soft forks, post quantum cryptography, property rights, and confiscation should be framed if progress ever becomes real. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN B...
Feb 03, 2026•1 hr 1 min
Caitlin Long is the founder and CEO of Custodia Bank, and in this episode we discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE FOLLOW: Danny Knowles: https://x.com/\_Danny...
Jan 29, 2026•1 hr 26 min
Amiti Uttarwar is a Bitcoin protocol developer and founder of Waye. In this episode we discuss her path from Bitcoin Core to building support structures for long term open source contributors, the limits of permissionless work, funding and sustainability tradeoffs in Bitcoin development, and why social and human layers now matter as much as technical ones. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/dann...
Jan 27, 2026•1 hr 11 min
Lawrence Lepard is an investment manager and author of The Big Print. In this episode, he explains why the Federal Reserve has already pivoted back to money printing and why inflation is now structurally embedded in the system. We discuss the growing inevitability of yield curve control, what gold and silver are signaling and why Bitcoin is the most asymmetric response to policy failure and monetary decay. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: http...
Jan 22, 2026•1 hr 15 min
Cory Klippsten joins the show for a conversation on Bitcoin, power, and what is actually happening beneath the surface of the crypto industry. We break down why offshore exchanges are tolerated by governments, how surveillance and enforcement shape market structure, and why much of the crypto economy exists to extract rather than create long term wealth. Cory explains why Bitcoin adoption advanced structurally in 2025 despite a flat price, why tariffs and macro uncertainty weighed on markets, an...
Jan 20, 2026•1 hr
Mark Moss joins the show to talk about why Bitcoin is not just an asset, but a financial cheat code that exposes how broken the modern system really is. Mark explains why wages can never outrun inflation, why saving harder is a losing strategy, and why wealth has always been built through assets, leverage, and system design rather than hustle culture. We unpack Bitcoin treasury companies, MSTR, leverage, preferreds, and why most criticism of these structures misses how traditional finance actual...
Jan 16, 2026•1 hr 13 min
Michael Saylor joins the show for a conversation on Bitcoin, power, and the treasury company playbook. We recap 2025 and look forward at 2026 with Michael arguing that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption, not short term price action. We then get into a confrontational debate on Bitcoin treasury companies, mNAV, and corporate adoption. Michael rejects the criticism outright, arguing that attacking companies buying Bitcoin misses th...
Jan 12, 2026•2 hr 5 min
Peter McCormack is back on the show for a conversation on power, the state of the UK, and why the system is broken. We get into how debt, inflation, and centralised government incentives have hollowed out public services, destroyed the middle class, and turned politics into a fight over power rather than outcomes. Peter explains why inflation is the real tax, why asset inflation benefits elites at the expense of everyone else, and why neither the left nor the right is willing or able to fix the ...
Jan 08, 2026•1 hr 43 min
Simon Dixon joins the show for a conversation on money, power, and why Bitcoin exists at all. Drawing on decades inside investment banking and monetary reform, Simon explains why modern capitalism is not capitalism at all, how debt based money guarantees systemic collapse, and why governments are not the real locus of power. We trace the origins of central banking, fractional reserve lending, and the financial industrial complex, and why attempts at reform were always destined to fail. We then t...
Jan 05, 2026•1 hr 48 min
American HODL & Matt Odell join the show for a review of a year that left most Bitcoin narratives exposed. We unpack why expectations ran ahead of reality, why the super cycle never materialised, and how ETFs, treasury companies, and institutional capital quietly changed how this market actually operates. We get into Bitcoin’s underperformance versus gold and equities, the absence of meaningful retail demand, and how leverage distorted outcomes rather than driving real adoption. We discuss w...
Jan 02, 2026•1 hr 29 min
Joe Carlasare joins the show for a breakdown of why Bitcoin’s sideways year has been so widely misread, and why sentiment today is the worst it's been. We get into why 2025 fell below expectations, why Bitcoin’s lack of volatility pushed capital toward AI stocks and gold, and the fall out from the October 10th liquidation event. We get into why the four year cycle narrative no longer fits a market shaped by ETFs, options, and institutional hedging, why calendar based thinking has become a liabil...
Dec 30, 2025•1 hr 17 min
David Dredge joins the show for a deep dive into why risk is being dangerously misunderstood across global markets, and why Bitcoin’s recent underperformance may actually be a symptom of structural stress, not failure. David explains why volatility itself isn’t the risk, why leverage is the real accelerant, and how TradFi risk models quietly manufacture systemic blow-ups. We unpack how suppressed volatility, ETFs, options markets, and structured products are changing Bitcoin’s market structure, ...
Dec 26, 2025•1 hr 14 min
Jeff Ross joins the show for a breakdown of why the global financial system is cracking and why Bitcoin’s recent weakness may be the setup. We discuss why governments are trapped into monetising debt, why inflation is no longer a policy choice, and how deflation could ultimately kill fiat currencies altogether. Jeff also explains why the four year Bitcoin cycle is effectively dead, how a multi-year U.S. manufacturing recession has quietly dragged Bitcoin lower, and why liquidity and economic rea...
Dec 22, 2025•1 hr 4 min
Sam Callahan is the Director of Strategy & Research at OranjeBTC. In this episode we discuss why Bitcoin’s fundamentals have never been stronger, why Bitcoin periodically decouples from global liquidity, how internal market dynamics can override macro conditions, and why today’s divergence between improving fundamentals and weak price action may actually be one of the most misunderstood moments in this cycle and why the four-year cycle framework is increasingly unreliable. We also get into t...
Dec 19, 2025•1 hr 11 min
Saifedean Ammous joins the show to explain why the real collapse didn’t begin in 1971, but in 1914, and how fiat money quietly rewired civilisation itself. We break down how governments escaped monetary discipline through war finance, why inflation destroys savings, culture, and long-term thinking, and how central banks learned to fund wars, empires, and endless deficits without public consent. Saifedean walks through the hidden monetary history of World War I, the death of the gold standard, an...
Dec 16, 2025•1 hr 7 min
Eric Yakes joins the show to discuss what’s really driving Bitcoin right now and why price is determined by fundamentals, not cycles or models. We break down how marginal supply and marginal demand actually work in Bitcoin, why the four-year cycle may never have been real, and how years of behind-the-scenes work inside institutions and regulators lead to the sudden headlines that reprice the market. We also dig into sovereign wealth funds, nation-state reserve adoption, and why Bitcoin is still ...
Dec 12, 2025•57 min
Jeff Walton joins the show for a deep dive into the state of Bitcoin treasury companies, the rise of digital credit, and why we may be entering the most aggressive phase of institutional Bitcoin adoption yet. We get into Paper Bitcoin Winter, why so many treasury companies are trading below 1× MNAV, and whether the original playbook of issuing equity, & buying Bitcoin may be running out of road. Jeff breaks down why the model isn’t dead, how yield markets are evolving at lightning speed, and...
Dec 10, 2025•48 min
Erik Hersman, Phillip Walton, Eric Yakes & Mark Kamau join the show for a deep dive into energy, mining, and the reality of electrifying Africa — and why Bitcoin is quietly unlocking possibilities no NGO or government has ever managed to achieve. We get into the wild journey across northern Kenya to the forgotten village of Saru where communities live without electricity, refrigeration, or basic infrastructure, and where abundant energy would completely transform life, opportunity, and even ...
Dec 08, 2025•1 hr 19 min
Seb Bunney joins the show for a conversation about broken money, distorted reality maps, and why Bitcoin might be the only force capable of realigning society. We get into his personal journey from mountain-bike coaching in Whistler and realising hard work no longer pays, to discovering how central banks, misaligned incentives, and financialisation quietly shape everything from housing and family life to politics and culture. Seb explains why so many young people are turning to socialism, why de...
Dec 06, 2025•1 hr 22 min
George Bodine joins the show for a wild conversation about the fourth turning, AI, quantum, and why he believes the next 3–5 years will be the most volatile period in Bitcoin history. We get into his insane life story — from trailer parks to flying F-18s at Top Gun, ejecting from a crashing jet, working underground as a miner, becoming a pro artist, and eventually going all-in on Bitcoin. George breaks down why he thinks the financial crisis never ended, how AI and robotics will erase millions o...
Dec 03, 2025•1 hr 37 min
Phong Le, CEO of Strategy, joins the show to break down exactly how the world’s biggest Bitcoin treasury company works. The Bitcoin-backed credit markets, the preferreds, the leverage, and how Strategy keeps buying Bitcoin in bull and bear markets. We dig into how MicroStrategy pivoted during 2020, how Phong and Michael Saylor built the Bitcoin treasury model from scratch, and why Strategy believes Bitcoin is still radically undervalued. Phong explains Strike, Strife, Stride, and Stretch, how th...
Nov 28, 2025•1 hr 16 min
Max Guise from Block joins the show to break down one of the biggest leaps forward for Bitcoin self-custody: BitKey’s new privacy upgrade, why it matters, and how it removes one of the last major trade-offs between safety and privacy. We get into how BitKey’s new chaincode-delegation system prevents Block from seeing balances or transactions, and why this BIP unlocks a new era for private, user-friendly multisig. We also get into Square switching on Bitcoin payments across the US and why that’s ...
Nov 26, 2025•57 min
Checkmate and Alec Dejanovic from Checkonchain break down what’s really happening with Bitcoin’s price. The unprecedented long-term holder sell-off, the spot buyers absorbing billions, and why this cycle looks less like a normal bull market and more like a Great Rotation. We get into old coins coming back to life, sovereign accumulation, stalled ETF flows, and why the real story isn’t who is selling, it’s who has the balance sheet to buy this much Bitcoin. Checkmate also explains the true market...
Nov 24, 2025•1 hr 35 min
