Podcast Episodes
Back to SearchThe Fed Is Trapped, $39T Debt Is Exploding—And Bitcoin’s Floor Is Forming
Episode 235
SEC and CFTC jointly classify Bitcoin (and several crypto assets) as digital commodities, providing formal regulatory clarity and reducing institut…
12 hours ago
Did Bitcoin Bottom at $60K? ETF Flows, Macro Signals, and the Next Move
Episode 233
Brady and John open with a light exchange about audio issues, spring weather, and using AI to fill in for John’s upcoming absence The hosts ref…
2 weeks ago
Why Bitcoin Adoption Has Stalled with Daniel Batten
Episode 232
Daniel Batten argues Bitcoin has largely blunted environmental FUD, but is now losing a broader narrative war and needs an “influence upgrade” to r…
3 weeks ago
America’s Debt Hockey Stick Meets Bitcoin’s Bid: CBO, Tariffs, and ETF Flows
Episode 231
John walks through the CBO’s 2026–2036 outlook showing persistent deficits and a rising debt-to-GDP “hockey stick” trajectory The hosts argue the …
1 month ago
Gradual Print vs Big Print: Bitcoin Sentiment Extremes and What Comes Next
Episode 230
The hosts reflect on surviving the “ninth worst” Bitcoin crash and the sharp one-day move from ~$70k to ~$60k, followed by a quick rebound into the …
1 month, 1 week ago
Leverage Flush, Big Rebound, and Why the Thesis Still Holds
Episode 229
Bitcoin whipsawed violently, including what the hosts describe as the largest one-day drop in Bitcoin’s history in nominal dollar terms, followed by…
1 month, 2 weeks ago
Healthy Hopium: Gold’s Melt-Up, Silver’s Dump, and the Next Bitcoin Leg
Episode 228
Gold and silver reverse hard after a massive 2025 run, with gold down ~9–10% and silver down as much as ~30% intradayFraming: gold can shed “multiple…
1 month, 2 weeks ago
From Davos to Steak ’n Shake: Bitcoin’s Expanding Frontiers
Episode 227
Debate continues on whether the Fourth Turning has ended, with Swan arguing more systemic stress lies aheadGold’s breakout is framed as validation of…
1 month, 3 weeks ago
Bitcoin Is Fourth Turning Money: Iran, Venezuela, and the Collapse of Trust
Episode 226
Brandon recounts writing “Bitcoin and the Rhythms of History” in 2020 as a way to make sense of crisis-era dynamics and institutional decayIran’s cur…
2 months ago
Healthy Hopium: Bitcoin Adoption Curve, ETF Stickiness, and Trump Shockwaves
Episode 225
Bitcoin holds around ~$90K as Brady and John frame the current range as a “higher floor” era with potential upside catalysts still intact“Healthy hop…
2 months, 1 week ago