Podcast · 145 episodes
What Bitcoin Did
by Danny Knowles · English
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
Latest episodes
How AI Could Take Bitcoin to $1 Million | Jordi VisserJordi Visser argues that AI agents will accelerate the “speed of the rails” and, combined with crypto’s guardrails (especially Bitcoin), drive a shift in global capital flows toward Bitcoin.30 Sep 2026 · 1 h 20 min
America’s Debt Problem Is Bitcoin’s Bull Case | Andy ConstanAndy Constan argues America’s rising debt and worsening policymaker credibility create a “hard currency” case for Bitcoin, especially as volatility falls and correlation with Nasdaq declines.28 Sep 2026 · 1 h 13 min
The Biggest Lie in Economics | Peter St OngeAustrian-economics critique of central banking and mainstream “2% inflation” policy.24 Sep 2026 · 1 h 12 min
All episodes
How AI Could Take Bitcoin to $1 Million | Jordi VisserJordi Visser argues that AI agents will accelerate the “speed of the rails” and, combined with crypto’s guardrails (especially Bitcoin), drive a shift in global capital flows toward Bitcoin.30 Sep 2026 · 1 h 20 min · 35 chapters
America’s Debt Problem Is Bitcoin’s Bull Case | Andy ConstanAndy Constan argues America’s rising debt and worsening policymaker credibility create a “hard currency” case for Bitcoin, especially as volatility falls and correlation with Nasdaq declines.28 Sep 2026 · 1 h 13 min · 27 chapters
The Biggest Lie in Economics | Peter St OngeAustrian-economics critique of central banking and mainstream “2% inflation” policy.24 Sep 2026 · 1 h 12 min · 22 chapters
Capitalism Is Dead: The Rise of the AI Surveillance State | Erik CasonThe episode argues that AI is driving a shift from capitalism toward an “AI surveillance state” and a coming end-times-style crisis.22 Sep 2026 · 1 h 11 min · 30 chapters
AI Came for Bitcoin First | Jameson LoppHow AI-driven tooling is accelerating Bitcoin (and broader internet-connected) security threats; why recent Bitcoin hacks show defenders must “race” attackers; and practical self-custody guidance…15 Sep 2026 · 1 h 16 min · 34 chapters
Can AI Actually Grow America Out of Its Debt? | Jeff RossWhether AI can drive enough productivity and manufacturing growth to “grow America out of debt,” and how that would affect Bitcoin’s next cycle (a grind higher vs.11 Sep 2026 · 1 h 5 min · 26 chapters
The US Is Long-Term Insolvent | Lyn AldenLyn Alden argues the US is “long-term insolvent” in the sense that obligations are untenable under expectations of real repayment, pushing the country toward fiscal dominance and financial repression.8 Sep 2026 · 1 h 15 min · 29 chapters
Bitcoin & the $40 Trillion Debt Reckoning | Nik BhatiaNik Bhatia argues the US faces a “debt reckoning” where Treasury buybacks and “pseudo” yield-curve management can suppress volatility, but cannot eliminate the core issue: rising interest costs and…3 Sep 2026 · 1 h 10 min · 17 chapters
The Everything Rally Is About to Begin | Joe CarlasareJoe Carlasare argues Bitcoin’s bear-market bottom is likely in, citing a muted drawdown, a key technical milestone (monthly close over the 10-month moving average), and “IPO moment” supply diffusion…1 Sep 2026 · 1 h 11 min · 25 chapters
Bitcoin Will Never Have Another 80% Crash | Eric YakesThe episode argues Bitcoin’s downside is structurally capped around ~50% drawdowns, making it a durable “counter-cyclical” and “debasement hedge” asset rather than a repeat of prior 70–80% crashes.27 Aug 2026 · 1 h 19 min · 21 chapters
The Plan to Put Bitcoin in Every Conversation | Seth For PrivacyRadar (from Cake Wallet) aims to merge private Signal-style messaging with self-custodial Bitcoin payments so “your conversations and your money” don’t require separate apps or copy-paste payment…25 Aug 2026 · 1 h 30 min · 34 chapters
The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick FarrowThe Coldcard hardware wallet vulnerability (“Mark III” focus) that caused some users’ Bitcoin to be swept after corrupted firmware/entropy handling.21 Aug 2026 · 1 h 23 min · 35 chapters
Bitcoin Is Running Out Of Sellers | CheckmateBitcoin seller exhaustion and late-stage bear-market “time pain,” with on-chain cost-basis analysis suggesting February’s capitulation and a possible bottom formation; discussion also covers crypto…18 Aug 2026 · 1 h 14 min · 36 chapters
Bitcoin vs Wall Street | American HODL, Junseth & Erik CasonBitcoin’s role as a “parallel system” versus Wall Street/state capture; how Bitcoin culture is being diluted by libertarians, banks, and corporate “pipes”/financial products; and why the next…16 Aug 2026 · 1 h 23 min · 37 chapters
AI Is About to Split Society in Two | Zack ShapiroHow AI will transform work and widen inequality, with a focus on the “diffusion problem” (tech capability vs. enterprise adoption).14 Aug 2026 · 1 h 15 min · 32 chapters
The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di BartolomeoLedn’s Bitcoin-backed lending outlook, risk controls (AutoTopUp, partial liquidations), and why “no liquidation” claims may just shift risk to lenders; also discusses Ledn’s Tether Gold product and a…10 Aug 2026 · 1 h 17 min · 27 chapters
The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John HaarThe episode argues Bitcoin’s price bottom is likely already in, using liquidity (global M2) and “capital rotation” away from AI into gold/Bitcoin.7 Aug 2026 · 1 h 28 min · 38 chapters
The Most Bullish Thing About Bitcoin | Alex ThornAlex Thorn argues Bitcoin’s “bullish” setup is driven by exhausted sellers and improving supply/demand dynamics, with a potential narrative rebound (e.g., “debasement”/debt-fueled impulse) that could…5 Aug 2026 · 1 h 20 min · 30 chapters
The Fed Can’t Let the AI Bubble Burst | Luke GromenLuke Gromen argues the U.S. is in “fiscal dominance,” so the Fed can’t fix the situation without extreme measures (rate cuts toward zero plus coordination with Treasury, effectively monetizing…3 Aug 2026 · 1 h 25 min · 32 chapters
EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob HamiltonEmergency Bitcoin update explaining a Coldcard firmware bug (early 2021) that reduced entropy when generating seed phrases, enabling attackers to brute-force possible seeds and sweep funds.31 Jul 2026 · 42 min · 18 chapters
Jack Mallers: Why I Left Twenty OneJack Mallers explains why he left as CEO of 21 (a NYSE-listed company) while still supporting Bitcoin and the people involved.30 Jul 2026 · 1 h 45 min · 32 chapters
Bringing Back The Bitcoin Bull Market | Cory KlippstenCory Klippsten argues Bitcoin’s next bull market will return, but only if “real on-chain” holders with strong conviction dominate.28 Jul 2026 · 1 h 10 min · 30 chapters
The Bitcoin Bear Market Is a Survival Test | Matt OdellMatt Odell argues the Bitcoin bear market is a “survival test” that separates disciplined stackers from traders.25 Jul 2026 · 1 h 57 min · 46 chapters
Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael HowellGlobal liquidity has peaked (rate of change) and is rolling over after mid/late-2022, with a likely liquidity-cycle bottom in 2H 2027.22 Jul 2026 · 1 h 5 min · 24 chapters