Podcast · 145 episodes
What Bitcoin Did, page 4
by Danny Knowles · English
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
All episodes, page 4
The System Is Broken, the Fed Is Trapped | James LavishThe episode argues the U.S. macro system is mathematically trapped by debt and deficits, forcing the Fed toward more money printing/QE-like actions.5 Feb 2026 · 1 h 8 min · 28 chapters
The Truth About Quantum Computing & Bitcoin | Brandon BlackBrandon Black argues quantum computing is unlikely to become cryptographically relevant soon, and explains what the real Bitcoin threat would be (Shor’s algorithm breaking ECDSA), when it would…3 Feb 2026 · 1 h 1 min · 28 chapters
Gold Is Being Repriced & Bitcoin Is Next | Caitlin LongCaitlin Long argues that the current macro backdrop is “defiatization” (not de-dollarization), with gold and other precious/industrial metals repricing upward, and that Wall Street’s derivatives and…29 Jan 2026 · 1 h 26 min · 25 chapters
The Tyranny of Permissionlessness in Bitcoin | Amiti UttarwarAmiti Uttarwar discusses “the tyranny of permissionlessness” in Bitcoin/open-source: values like freedom to build can become oppressive without intentional social structures.27 Jan 2026 · 1 h 11 min · 26 chapters
The Fed Pivot, Bitcoin vs Gold & The Return Of QE | Lawrence LepardThe Fed’s “pivot” from quantitative tightening to reserve management/buybacks, argued to be the start of a larger “big print” that will drive debasement.22 Jan 2026 · 1 h 15 min · 31 chapters
Bitcoin Is Still Winning | Cory KlippstenBitcoin’s 2025 performance and why adoption is rising despite weak price action; the role of tariffs, offshore crypto exchanges, and stablecoins; skepticism toward “shitcoin” markets and crypto…20 Jan 2026 · 1 h · 23 chapters
The Bitcoin Cheat Code | Mark MossMark Moss argues Bitcoin is a “cheat code” for wealth because income can’t outpace inflation; the solution is building a “system” (a Bitcoin treasury/wealth engine) around Bitcoin using leverage,…16 Jan 2026 · 1 h 13 min · 31 chapters
Michael Saylor | The Bitcoin Treasury Debate Gets HeatedMichael Saylor argues Bitcoin treasury adoption is fundamentally accelerating and that short-term price moves (about 90–100 days) shouldn’t drive investment decisions.12 Jan 2026 · 2 h 5 min · 35 chapters
Only Bitcoin Can Stop Government Corruption | Peter McCormackPeter McCormack argues that UK (and Western) government corruption and decay are driven by centralized power, rising debt, and inflationary money creation; voting can’t fix it.8 Jan 2026 · 1 h 43 min · 36 chapters
How The Financial System Controls Governments | Simon DixonSimon Dixon argues the modern financial system is a debt-based “Ponzi scheme” that co-opts governments and corporations, driving perpetual bankrupting cycles.5 Jan 2026 · 1 h 48 min · 35 chapters
2025: BITCOIN IN REVIEW | HODL & ODELL2025 Bitcoin review and outlook, focusing on why price disappointed versus expectations, how ETF-era institutional flows changed the market, and what “quantum” risk and policy (Trump, strategic…2 Jan 2026 · 1 h 29 min · 31 chapters
2026 Macro Outlook and What It Means for Bitcoin | Joe Carlasare2026 macro outlook and implications for Bitcoin price action, arguing against extreme bearish sentiment and the “cycle is over” narrative.30 Dec 2025 · 1 h 17 min · 29 chapters
The Global Financial System Is Structurally Broken | David DredgeDavid Dredge argues the global financial system (“Sharp World”) is structurally broken because it measures risk using volatility/Sharpe-like metrics, suppresses downside in models, and then relies on…26 Dec 2025 · 1 h 14 min · 19 chapters
Bitcoin, Liquidity, And The Coming Inflection Point | Jeff RossJeff Ross argues the U.S. is in a prolonged recession/“silent depression” driven by non-free-market, centrally directed policy, and that a 2026 policy/accounting shift (“One Big Beautiful Bill” and…22 Dec 2025 · 1 h 4 min · 24 chapters
Liquidity, Deficits & the Real Bitcoin Signal | Sam CallahanBitcoin’s “real signal” amid liquidity/deficit dynamics; why Bitcoin can temporarily decouple from global liquidity; and the looming U.S. Social Security/Medicare fiscal cliff.19 Dec 2025 · 1 h 11 min · 20 chapters
Fiat Money, Inflation & the Collapse of Civilization | Saifedean AmmousSaifedean Ammous argues that fiat money and World War I-era monetary changes destroyed the ability to save, increased inflation, and set off cascading economic and political breakdowns—ultimately…16 Dec 2025 · 1 h 7 min · 20 chapters
The Bitcoin Bull Market Hasn’t Started Yet | Eric YakesEric Yakes argues Bitcoin’s current downturn is not the end of the bull market; he expects a resumption and new all-time highs in the first half of next year.12 Dec 2025 · 57 min · 13 chapters
The Future of Bitcoin Treasuries | Jeff WaltonJeff Walton discusses “Bitcoin treasuries” and how treasury companies can survive and grow via Bitcoin-backed yield, digital credit, and perpetual preferred equity—arguing adoption will rise over the…10 Dec 2025 · 48 min · 14 chapters
How Bitcoin Is Changing the World | Erik Hersman, Phillip Walton, Eric Yakes & Mark KamauGridless founders and guests discuss how Bitcoin mining can finance off-grid energy in remote parts of Kenya, and how that energy access could reshape local life, commerce, and Bitcoin adoption.8 Dec 2025 · 1 h 19 min · 38 chapters
How Broken Money Distorts Reality | Seb BunneySeb Bunney argues that “broken money” (fiat monetary systems that debase purchasing power) distorts incentives across society, driving poverty, wealth inequality, environmental harm, and…6 Dec 2025 · 1 h 22 min · 38 chapters
Bitcoin, AI & The Fourth Turning | George BodineGeorge Bodine argues the world is still in an ongoing “crisis mode” (linked to the Fourth Turning), driven by AI/robotics job displacement, escalating military/strategic AI competition, and looming…3 Dec 2025 · 1 h 37 min · 37 chapters
The $60 Billion Bitcoin Bet | Strategy CEO Phong LeStrategy CEO Phong Le explains how MicroStrategy/Strategy built a “Bitcoin treasury” strategy, why it moved from buying Bitcoin with excess cash to using convertible bonds and then Bitcoin-backed…28 Nov 2025 · 1 h 16 min · 26 chapters
Bitcoin Adoption Is Going Mainstream | Max GuiseMainstream Bitcoin payments via Square/Cash App; Bitkey’s privacy upgrade for collaborative custody; Proto mining hardware/software for decentralized mining.26 Nov 2025 · 57 min · 26 chapters
Did the Bitcoin Bull Market Just End? | Checkmate & Alec DejanovicWhether the Bitcoin bull market just ended, and what on-chain data suggests about the current “rotation” from old holders to new buyers; where a potential bottom may form (base case: 70–80K, center…24 Nov 2025 · 1 h 35 min · 32 chapters