Podcast · 145 episodes
What Bitcoin Did, page 2
by Danny Knowles · English
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
All episodes, page 2
Why MSTR Will Underperform Bitcoin | Parker LewisWhy Bitcoin treasury stocks (e.g., MSTR/“treasury companies”) are likely to underperform direct Bitcoin, due to misaligned incentives, dilution, and lack of net-new Bitcoin adoption; what would…17 Jul 2026 · 1 h 19 min · 22 chapters
The Next 10 Years Will Decide Bitcoin’s Future | Brandon QuittemBitcoin’s next 5–10 years will determine whether it becomes durable “best money” with self-custody rights, or gets “neutered/co-opted” into a Wall Street/regulated product.15 Jul 2026 · 1 h 19 min · 27 chapters
Is The Bitcoin Power Law Broken? | Matthew MezinskisWhether Bitcoin’s “power law” growth model is broken, and what would have to happen for it to stop fitting.10 Jul 2026 · 1 h 41 min · 34 chapters
Is The Fed Lying About Inflation? | James LavishWhether the Fed is “lying” about inflation by changing how it measures it, amid fiscal dominance, rising debt, and a possible AI-driven productivity/disinflation future that could worsen inequality.8 Jul 2026 · 1 h 4 min · 22 chapters
Has Bitcoin Lost Its Narrative? | Fernando NikolicWhether Bitcoin has “lost its narrative,” using Michael Saylor/Strategy’s messaging shifts and a data-driven look at how narrative changes affected market reactions; broader discussion of Bitcoin…3 Jul 2026 · 1 h 5 min · 20 chapters
The Final Stage Of The Bitcoin Bear Market | Joe ConsortiJoe Consorti argues Bitcoin’s bear market is in its “final stage,” driven by persistent global liquidity expansion and macro uncertainty, with a likely bottom in the low 50s/high 40s around…1 Jul 2026 · 1 h 10 min · 25 chapters
The Dollar Changed. Bitcoin Is the Endgame | Matt DinesThe episode argues that the “offshore dollar” system (centered in London and LIBOR-style dollar funding) is being replaced by a “Treasury-anchored stablecoin dollar” centered in Washington, D.C.26 Jun 2026 · 2 h 35 min · 51 chapters
Is Michael Saylor Trapped? STRC Explained | Adam LivingstonWhether Strategy/Stretch (STRC) is “trapped” below par and what it implies for Michael Saylor/Strategy’s digital-credit structure; also why STRC trades at a high effective yield and how capital…24 Jun 2026 · 1 h 4 min · 26 chapters
The Fed Is Trapped: Why Double-Digit Inflation Is Inevitable | Lawrence LepardThe episode argues the Federal Reserve is “trapped” and will be unable to stop inflation, with double-digit inflation portrayed as inevitable.22 Jun 2026 · 1 h 16 min · 31 chapters
The Hidden Battle for Global Power | Simon DixonA “hidden battle for global power” framed as transnational financial and military interests shifting the world from a US-led petrodollar system toward a multipolar order (petroyuan/BRICS), using…19 Jun 2026 · 2 h 20 min · 45 chapters
The Dollar Endgame Is Not What You Think | Peruvian BullThe “dollar endgame” and why a U.S. fiat collapse may play out differently than “hyperinflation tomorrow” predictions; Bitcoin as a decentralized reserve; and Japan as the “monetary experiment”…17 Jun 2026 · 1 h 14 min · 23 chapters
The Best Bitcoin Buying Opportunity In History | Peter DunworthPeter Dunworth argues Bitcoin is still “sound money” (censorship- and seizure-resistant, with absolute digital scarcity) and that the current bearish sentiment is the best buying opportunity.12 Jun 2026 · 1 h 5 min · 29 chapters
How The State Makes Us Poorer | Max HillebrandPrivacy and economics under state surveillance; how coercion, censorship, and forced disclosure distort markets and make people poorer; why Bitcoin matters for “secure sound money” and privacy, and…10 Jun 2026 · 1 h 32 min · 34 chapters
Why BIP110 Won’t Change Bitcoin | Mr Hodl & WickedThe episode argues that BIP-110 (a user-activated soft fork) will not meaningfully change Bitcoin and is framed as an attempted network “attack” via a low 55% activation threshold, potentially…4 Jun 2026 · 1 h 12 min · 28 chapters
The Bitcoin Credit Gold Rush | Jeff Walton“Bitcoin credit” and a “digital gold rush” thesis—why Bitcoin emerged from declining trust in institutions, and how a new instrument structure (daily-yield perpetual preferred equity) can improve…29 May 2026 · 1 h 42 min · 41 chapters
Who Really Controls Bitcoin? | Bitcoin MechanicThe episode argues that Bitcoin’s “store of value” narrative is crowding out its role as a payment network, and that this neglect enables arbitrary data/spam on-chain.26 May 2026 · 1 h 32 min · 33 chapters
Arthur Hayes: The Bitcoin Liquidity Wave Is HereArthur Hayes argues the current geopolitical disruption (especially the Strait of Hormuz/“Iran war” dynamics) shatters the post–World War II assumption of cheap, reliable commodity shipping.22 May 2026 · 57 min · 23 chapters
Bitcoin’s Bull Market Is Back | CheckmateThe episode argues Bitcoin’s bear market may be over, framing the move as a “price pain capitulation” followed by a transition toward a “buy the dips” regime.19 May 2026 · 1 h 27 min · 28 chapters
The Bitcoin Treasury Machine | Harry Sudock & Rory MurrayCleanSpark’s “Bitcoin treasury machine” and how Bitcoin mining can fund expansion into AI/HPC data centers, using derivatives and spot sales to generate yield while keeping upside exposure.13 May 2026 · 1 h 9 min · 29 chapters
The Future of Owning Bitcoin | Jonathan PollockThe episode argues that the biggest threat to Bitcoin self-custody is “wrench attacks” (coercive violence forcing victims to authorize spending).11 May 2026 · 57 min · 21 chapters
Jack Mallers | Wall Street Is Rebuilding Around BitcoinJack Mallers argues Bitcoin is the “global money” that will outlast fiat because fiat can be debased by governments and corporations.6 May 2026 · 1 h 48 min · 37 chapters
The Biggest Lie in Economics | Allen Farrington & Sacha MeyersThe episode argues that mainstream economics’ “2% inflation” target is arbitrary “lore” (said to be made up in a TV interview) and that inflation is used to prop up a fragile, debt-heavy fiat system.4 May 2026 · 58 min · 26 chapters
The Financial System Is Moving to Bitcoin | David MarcusDavid Marcus argues the financial system is shifting toward Bitcoin by embedding a “global dollar account” that supports dollars plus real Bitcoin (via Spark), stablecoins, cross-chain payments, and…1 May 2026 · 57 min · 22 chapters
Can Bitcoin Save The West? | American HODL & Peter McCormackWhether Bitcoin can “save the West” by enabling freedom and asset ownership amid a UK/US-style cultural civil war, media manipulation, and state “money printing.” The hosts argue democracy is…29 Apr 2026 · 1 h 26 min · 36 chapters