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December 15, 2025

Summary

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.

41

Summary

Today we go a little deeper in the NFT universe to bring on Joel Hubert and Mark Le, cofounders of Metalith.io. They are bringing the S&P 500 for the NFT space. Their first NFT on their platform is on the topic we tend to talk about a lot - Decentraland. We cover what aspects create value on land and how Metalith will help users understand how well the space is performing. We also discuss possible business models they could use and how the NFT space stretches to cover many aspects from collectibles to playable pieces that can traverse from game to game.

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40

Summary

The reason Hex is getting a lot of attention from the crypto community is because there is a gut instant reaction when the claim is extremely high returns. We’ve seen the promise of high returns before with Bitconnect which officially tanked in January 2018. Many lost a ton of money and a similar risk has been resurrected with Hex. We take a look at the dump that occurred so violently with Matic and we discuss what might have caused it and how this crash correlates with the other Binance IEO tokens. Metalith is an interesting development in the NFT space. It directly impacts how to measure and gauge the sentiment of NFT’s overall with an early and special focus on Decentraland. We break down Metalith and we work on bringing the founders on the podcast. Finally Jack Dorsey unveils that he is working on a decentralized social media standards.

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39

Summary

For the last several weeks, Matic has been on a parabolic bull trend which does not happen frequently. One of the first Initial Exchange Offerings by Binance, its still their best performing IEO. Matic focuses on a sidechain for Ethereum that improves on the scalability and the throughput of the network. While Matic is on this parabolic run, Ethereum just launched Istanbul which reduces the bottle neck and increases the network throughput by 200 transactions per second. A lot of action this week also brought us Hex coin brought to you by Richard Heart. This controversial coin is said to provide you large returns which sends up all kinds of flags. Peter McCormack, host of the popular podcast called What Bitcoin Did, joined a live stream with Richard Hart where mixed reactions resulted. We also received notification of the beta launch of Voice by the Block.One team that utilizes the EOS network.  

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38

Summary

When we first heard of Decentraland, we were automatically hooked. We saw the ingredients of something that could really harness the value of blockchain technology in the form that most new technologies are introduced to the masses; gaming. Participating in the community in various ways, we’re seeing a pattern in the development community that wont lead to a thriving metaverse. We need the leading team in Decentraland to provide and encourage the development community to build recurring experience where a ROI is the centerpiece of the experience. The holiday season is a good time to look back at progress and we discovered some early comments on Bitcoin from people reading Satoshi’s white paper in 2009. With the launch of the controversial Hex coin from Richard Hart, we briefly discuss the proposition it provides and we make a first pass on whether or not its worth your attention. Finally we look at the stock to flow chart compared to Bitcoin’s price and we discuss what might come next for Bitcoin.

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37

Summary

The first ever live stream occurred during the Cybertruck reveal to successful results. Make sure you watch our live reactions on our Youtube channel to see our initial thoughts on the new Tesla pickup truck. The most polarizing vehicle to date takes some time to warm up to. We’ve already seen a large majority of detractors begin to like the Cybertruck and we feel the same way. The MakerDAO have made an update where they’re introducing the multi collaterally backed DAI as opposed the single collateral SAI. We also get into explaining the DAI Savings Rate and what that means for the DeFi ecosystem. Bitcoin has hit a 4 month low at $6,500 and we discuss what might be causing this.

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