Avsnitt
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American HODL is an OG Bitcoiner. In this episode, we explore how the state may co-opt Bitcoin not by banning it, but by absorbing it into public markets, enabling control through financial instruments like ETFs and convertible bonds. We also get into the rise of Bitcoin treasury companies, why Michael Saylor’s strategy is just the beginning, and the threat of an Executive Order 6102 style attack.
We also discuss the moral tradeoffs of financialising Bitcoin and whether self-custody will be punished through regulation. As well as the Trojan horse theory of Bitcoin adoption, whether it's better to fight or subvert the state, and why the next phase of Bitcoin’s revolution might not be rebellion—but infiltration.
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
American HODL: https://x.com/americanhodl8 or https://primal.net/hodlTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
COINKITE: https://store.coinkite.com/promo/WBD
BLOCKWARE: https://mining.blockwaresolutions.com/wbd -
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund.
In this episode, we explore the fragility of the U.S. bond market, how sovereign credit ratings work, and why the U.S. is now priced by markets as a default risk on par with Greece. We discuss the structural privilege of the dollar as the world reserve currency, why that privilege is under threat, and how the Triffin Dilemma is playing out in real time.
We also get into institutional adoption of Bitcoin, the operational hurdles that ETFs have now removed, and what it would take for companies like Apple or Meta to trigger a wave of corporate Bitcoin treasury adoption. Finally, we look at the macro setup heading into 2026, the risk of stagflation, and why expanding global liquidity could mean Bitcoin peaks sometime next year.
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
James Lavish: https://x.com/jameslavishTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
COINKITE: https://store.coinkite.com/promo/WBD
BLOCKWARE: https://mining.blockwaresolutions.com/wbd -
Saknas det avsnitt?
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Jack Mallers is the Founder and CEO of Strike, and the Co-Founder and CEO of 21.
In this episode, we discuss the breakdown of the post-WWII monetary order, the consequences of the U.S. exporting dollars, and why the dollar’s global reserve status is becoming a liability rather than a strength. We also get into 21’s plan to take Bitcoin-native principles into the heart of Wall Street, how companies like MicroStrategy and Metaplanet are paving the way for sovereign-grade Bitcoin exposure, and why proof-of-reserves and Bitcoin per share may become the new standard for corporate treasuries.
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Jack Mallers: https://x.com/jackmallers or https://primal.net/jackmallersTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Harry Sudock is SVP at CleanSpark, one of the largest publicly traded Bitcoin mining companies in the world.
In this episode, we explore why Bitcoin mining is reshaping America’s energy landscape, the evolution of corporate Bitcoin strategy, and the game theory behind early adoption by individuals, companies, and nation states. We also get into how companies like MicroStrategy and Metaplanet are unlocking powerful financial leverage through Bitcoin balance sheets, the risks of derivatives-based exposure, and whether institutions pose a threat to Bitcoin’s long-term consensus.
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Harry Sudock: https://x.com/harry_sudockTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Matthew Mezinskis is a macroeconomic researcher, host of the Crypto Voices podcast and creator of Porkopolis Economics.
In this episode, we discuss fractional reserve banking, why it's controversial among Bitcoiners, the historical precedent for banking practices, and whether fractional reserve banking inherently poses systemic risks.
We also get into the dangers and instabilities introduced by central banking, and why Bitcoin uniquely offers a pathway to financial sovereignty, the plumbing of the global financial system, breaking down money supply metrics, foreign holdings of US treasuries, and how all these elements indicate growing instability in the dollar system.
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Matthew Mezinskis: https://x.com/1basemoneyTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Lyn Alden is a macro analyst, investment strategist and the author of Broken Money.
In this episode, we discuss the structural imbalances underpinning the U.S. trade deficit and its link to the dollar’s status as the global reserve currency. We get into the mechanics of capital surpluses, why U.S. treasuries are at the heart of global liquidity, and how foreign ownership of American assets introduces systemic fragility. We also discuss Bitcoin as a neutral reserve asset,, gold and tariffs, Bitcoin’s market structure, and why $150k might be in sight.
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Lyn Alden: https://x.com/LynAldenContact or https://primal.net/lynTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Bitcoin Mechanic is the Chief Boiling Officer at OCEAN.
In this episode, we dive deep into the battle over OP_RETURN and Bitcoin node policy. Mechanic explains why arbitrary data like inscriptions and JPEGs represent an attack vector, how Core developers have responded, and why he believes filters are essential to protecting Bitcoin’s monetary use case. We also cover the risks of miner centralisation, the tension between Bitcoin’s ideological roots and its current developer politics, and what’s really at stake in the “OP_RETURN war.”
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Mechanic: https://x.com/GrassFedBitcoinTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Checkmate is an on-chain analyst and founder of Checkonchain.
In this episode, we get into Bitcoin’s breakout back above $100k and what on-chain data reveals about who’s buying, who’s selling, and whether retail is finally showing up. We also discuss whether the Bitcoin cycles are over, how the global macro shift is influencing hard asset flows, and why gold might be the early signal for a longer Bitcoin run. Finally, we get into the OP_RETURN war.
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Checkmate: https://x.com/_Checkmatey_THANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Zack Shapiro is a lawyer and Head of Policy at the Bitcoin Policy Institute.
In this episode, we discuss the Samurai Wallet case, how the U.S. government is using outdated laws to target non-custodial Bitcoin tools — and why the outcome of this case could criminalise running a node or writing open-source Bitcoin code.
We also discuss the DOJ’s “regulation by prosecution” playbook, the fact that FinCEN explicitly told prosecutors Samurai was not breaking the law, why prosecutors hid that fact for a year and why he believes a political fix — not just a legal one — is urgently needed.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Zack Shapiro: https://x.com/zackbshapiro
P2P Rights Fund: https://p2prights.org/THANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Shinobi is the Technical Editor at Bitcoin Magazine.
In this episode, we get into the latest "OP_RETURN war," exploring whether the debate is a cultural clash or a technical discussion about Bitcoin’s future.
We discuss the origins of the OP_RETURN limit, how users are bypassing it, and the arguments for and against changing data limits. Shinobi lays out his view that filters designed to block certain transactions could increase mining centralisation and degrade network security. We also get into the questions about non-monetary uses of Bitcoin and the ongoing tensions between scaling, freedom, and preserving Bitcoin's values.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Shinobi: https://x.com/brian_trollzTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
CASA: https://casa.io/ -
Jesse Myers is the author of the Once in a Species newsletter.
In this episode, we discuss why humanity’s obsession with scarce assets may be hardwired into our DNA and how this evolutionary trait could explain Bitcoin’s inevitable rise.
We also get into how early humans monetised scarcity, why Homo sapiens may have outcompeted Neanderthals through money-based cooperation, and how Dunbar’s number and inter-tribal trade shaped civilisation. Finally, we explore why Bitcoin represents the culmination of a 140,000-year human search for perfect scarcity — and why Jesse believes we are in the early innings of a species-wide gravitation towards Bitcoin.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Jesse Myers: https://x.com/Croesus_BTCTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/
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In this episode we have three sessions recorded live at CheatCode in Bedford.
In the first session, Checkmate, Preston Pysh, and Alex Thorn break down the cracks in the fiat system, the rise of deglobalization, stablecoins, Bitbonds, and how Bitcoin and gold are emerging as neutral reserve assets.
In the second session, Matthew Pines unpacks the global economic reordering, the U.S.–China trade war, escalating tariffs, the fragility of the bond market, and why Bitcoin may be the ultimate escape valve.
In the final session, Lawrence Lepard, James Lavish, and Cameron Parry go deep on gold vs Bitcoin, the debt doom loop, the case for a Strategic Bitcoin Reserve, and the fight for financial sovereignty.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Checkmate: https://x.com/_Checkmatey_
Preston Pysh: https://x.com/PrestonPysh & https://primal.net/preston
Lawrence Lepard: https://x.com/LawrenceLepard & https://primal.net/lawrencelepard
James Lavish: https://x.com/jameslavish
Matthew Pines: https://x.com/matthew_pines
Alex Thorn: https://x.com/intangiblecoins
Cameron Parry: https://x.com/CameronJParryTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Mark Moss is an entrepreneur, investor, and host of the Mark Moss Show and Market Disruptors.
In this episode, we discuss why Bitcoin could 10x over the next five years as well as the political and financial cycles converging to drive massive change.
We also get into the collapse of global institutions like the World Economic Forum, the role of AI and Bitcoin in reshaping money and power structures, why open-source AI could decentralise innovation, and how Bitcoin might become the default money for autonomous AI agents. Finally, we explore why stock market valuations may be more fragile than they appear and how Bitcoin offers a simpler, sounder alternative for long-term wealth preservation.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Mark Moss: https://x.com/1markmossTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and author of Check Your Financial Privilege, Hidden Repression and The Trojan Horse of Freedom.
In this episode, we discuss whether Bitcoin’s adoption by governments and Wall Street threatens its original mission, the Trojan Horse theory of Bitcoin and why nation-state adoption may be essential to separating money from state. We also get into the IMF’s decades-long role in global debt traps, the potential endgame of Bitcoin as a global reserve and debate quantum threats to Bitcoin.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Alex Gladstein: https://x.com/gladstein or https://primal.net/gladsteinTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Matt Odell is host of Citadel Dispatch, co-host of Rabbit Hole Recap, managing partner at Ten31 and co-founder of OpenSats and Bitcoin Park.
In this episode, we discuss the risks of Bitcoin’s increasing financialisation, why only a small minority may ever use it as true “freedom money,” and whether Bitcoin is on track to become a global reserve currency.
We also get into the rise of stablecoins and their impact on adoption, MicroStrategy’s role in reshaping public market exposure to Bitcoin, and a potential quantum computing threat. Plus, we cover why sats should be the standard, the Gamestop pivot to Bitcoin, and the ways Nostr and censorship resistance might shape the future of speech.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Matt Odell: https://primal.net/odellTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Junseth is the co-founder of the legendary Bitcoin Uncensored podcast and a longtime Bitcoiner.
In this episode, we discuss whether Bitcoin has actually “done anything yet,” why financialisation might be both Bitcoin’s future and a serious threat, and how MicroStrategy’s could play a key role in that. We also get into the risks of leverage and ETFs, Junseth’s unique investment strategy based on volatility and diversification, why most Bitcoiners aren’t truly prepared for sovereign-level adoption, and the missing financial tools — like insurance and mortgages.
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Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Junseth: https://x.com/verysmallclaimsTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Bob Burnett is the Chairman and CEO of Barefoot Mining and board member of Ocean.
In this episode, we discuss why the future of Bitcoin mining is about much more than just hashing, how control of block space could determine who holds true economic power in a Bitcoinised world, and why building from the bottom up — starting with energy production — may be the only path to sovereignty.
We also get into complacency amongst bitcoiners, the issue of centralised mining pools, why financial institutions and nation states alike are waking up to the strategic value of block space and the future financialisation of block space.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Bob Burnett: https://x.com/boomer_btcTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Lawrence Lepard is an investment manager and author The Big Print, which covers the broken monetary system and how Bitcoin fixes this.
In this episode, we discuss Trump’s tariffs, their real economic impact, and why Lawrence believes they could trigger a major market crash and sovereign debt crisis. We also discuss how the fiscal doom loop is accelerating, why Powell may soon be forced into another round of money printing, and why Bitcoin will benefit.
FOLLOW: Danny Knowles: https://x.com/_DannyKnowles & https://primal.net/danny
Lawrence Lepard: https://x.com/LawrenceLepardTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Joe Bryan is a Bitcoin educator and the creator of What’s the Problem?
In this episode, we discuss why our current system is rigged, how the hidden theft of inflation quietly corrodes everything from quality of life to trust in society, and why the “big red button” — the ability to print money — sits at the heart of so many global crises including the breakdown of family structures, mental health crises, and broken incentives all stem from the same monetary flaw. We also get into how this knowledge spreads, why people sense the system is broken even if they can’t articulate why, and why Bitcoin offers a hopeful, practical alternative.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Joe Bryan: https://x.com/satmojoe & https://x.com/SatsVsFiatTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ -
Brent Johnson is the CEO of Santiago Capital and the creator of the Dollar Milkshake Theory.
In this episode, we discuss why the dollar may strengthen before it dies, how global debt markets rely on an insatiable demand for US dollars, and why Brent believes a global sovereign debt crisis will force a dramatic monetary reset. We get into the mechanics of the Eurodollar system, why stablecoins entrench dollar hegemony, and why attempts to escape the dollar could make it stronger in the short term and Bitcoin’s potential role in this endgame.
FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Brent Johnson: https://x.com/SantiagoAuFundTHANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
CASA: https://casa.io/
LEDGER: https://www.ledger.com/
ANCHORWATCH: https://www.anchorwatch.com/ - Visa fler
