In this episode, we break down why Bitcoin feels range-bound despite massive macro shifts happening in the background. We explore whether the traditional 4-year cycle is breaking, how Fed policy and liquidity signals are changing the game, and what a potential U.S. Strategic Bitcoin Reserve could mean if the government begins accumulating BTC at scale.
The conversation then expands into tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process. From there, we connect the dots between emerging military AR systems, space-based compute, and why energy, security, and infrastructure are becoming the defining narratives of the next decade.
In the final stretch, we go deep on Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners without changing Bitcoin’s consensus rules. We also cover miner adoption, hash-power tipping points, and why this could be one of the most important developments in Bitcoin’s history.
In today’s chat we discuss on Mark Cuban’s disgust on people buying digital land. Then we go over Tornado Cash sanctions and the wider implications on crypto. Did you know that USDC and USDT could be frozen? The United States can arbitrarily sanction anything in crypto which means all of crypto is at risk. In this scenario, all innovation will move outside of the US jurisdiction and leave the United States behind in a legacy financial system that the rest of the world will not participate in. Which is the best stable coin to hedge against this possibility?
Vitalik Buterin sparks our debate on the merits of stock to flow and how it applies to Bitcoin. Is Vitalik right that stock to flow is a model that doesn’t apply to Bitcoin anymore or at all? The macro economics situation is another factor that is contributing to the value depression of Bitcoin in the last few weeks. The federal reserve has run out of options to get us out of the highest inflation since the 1980s. We discuss the ramifications of our current fiat monetary system.
With our first post since June 2021, we discuss Microsoft's acquisition of Activision Blizzard and what it means for the metaverse. Predictions for where Bitcoin is headed is made. We also go into the intricacies of building in the metaverse. Is Bill Gates part of an ultra secret club to take over the world?
When we started this podcast, we predicted that there will be a phase of the industry that would see the adoption of cryptocurrencies at the country level. This level would be the last phase before we would have world wide adoption taking place. Today was the first step of that phase. El Salvador officially acknowledges Bitcoin as legal tender for the country. President Nayib Bukele of El Salvador is setting a precedence for the rest of the countries as the adoption of Bitcoin is imminent. The Colonial pipeline hack compromised a fundamental part of the US infrastructure, however did the FBI really compromise Bitcoin? Finally we debate on whether we're going to see a resurgence of Bitcoin and the field of cryptocurrencies sooner rather than later.
We return after a few weeks since our last long from podcast. Having projects of our own has taken a focus for the time being but we're dedicated to creating content because it helps us stay knowledgeable about what's going in the crypto space. In today's podcast we take a look at the signal for all cryptocurrencies Bitcoin. We make a call whether we're still on the way up or we've entered a long form of an accumulation pattern. We then shift our focus on Elon Musk and the confusion surrounding the energy consumption of Bitcoin and Ethereum. Our projects are focused on the metaverse and the larger blockchain gaming space including Ethermon and we get an evaluation as to how big the gamin industry can get in the blockchain arena.