Podcast Episodes
Back to Search
108: The Hard Bet
Episode 108
IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bi…
7 hours ago
107: AI Crash Math
Episode 107
Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment …
1 week ago
106: Bitcoin’s Demand Crisis
Episode 106
Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why …
2 weeks ago
105: Yield Panic
Episode 105
Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stab…
3 weeks ago
104: The K Trap
Episode 104
They want to blame the war, but the split was already there. This week, I follow the K-shaped economy under the headlines, and Bitcoin’s uncomfortabl…
4 weeks ago
103: The Energy Squeeze
Episode 103
Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out.
Episode Links
🇺🇸 Buy Sats on River - The best way to stac…1 month ago
102: Acceptance To Adoption
Episode 102
I came away from Bitcoin 2026 with one clear signal: beneath the circus, something more permanent is being built.
Episode Links
🇺🇸 Buy Sats on River…1 month, 1 week ago
Bonus: 101 Leftovers
A behind-the-scenes look at what got cut from last week’s episode with Chris’s new show-prep workflow. Think of it as an audit, out in the public.
1 month, 2 weeks ago
101: Stress Test
Episode 101
Bitcoin isn’t being normalized by hype, but by strain. As the Fed loses credibility, it looks less like a trade and more like a necessity.
Episode…
1 month, 2 weeks ago
100: The Market Fit
Episode 100
The pattern is getting harder to miss: the dollar loses power, and Bitcoin gains relevance. As war, sanctions, and financial stress expose the old sy…
1 month, 3 weeks ago