Avsnitt
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“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agenda.”
Simon Dixon is an entrepreneur & investor. In this episode we get into the decline of American hegemony, the rise of a multipolar world, the petrodollar, China, BRICS, Iran, Venezuela, energy, AI, surveillance and the institutions that operate above elected governments. He explains why he sees war, debt and political polarisation as mechanisms that move capital, concentrate wealth and reshape the global order.
We also discuss where Bitcoin fits into all of this, why Wall Street wants it held in custody, and how leverage is used to separate people from their Bitcoin.
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“The dollar endgame is still in play, but it’s going to play out much differently than most people think.”
Peruvian Bull, is a macro analyst and the author of Dollar Endgame.
In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next.
We get into the eurodollar system, stablecoins, treasury demand, the yen carry trade, QE, yield curve control, zombie companies, and the ways central banks continue to create new tools to kick the can down the road.
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Saknas det avsnitt?
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I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable."
Peter Dunworth is the co-founder of The Bitcoin Adviser.
Bitcoin is at $62,500, down 50% from the all-time high, and sentiment is the worst it has ever been. So why is the most bullish man in Bitcoin calling this the best buying opportunity in history?
We discuss why the bottom is closer than you think, why the next cycle breaks every model, the wall of AI money waiting to rotate into Bitcoin, how the Clarity Act turns the US dollar into a global stablecoin empire, the coming death of all fiat currencies and the 30% property crash heading for Australia.
In this episode:
Why this is the best buying opportunity in Bitcoin's historyThe case for 100X in the next 10 yearsWhy the AI trade will rotate into BitcoinThe Clarity Act: a global dollar takeoverSaylor, Strategy and the S&P500 double standardWhy property is "near uninvestable"THANKS TO OUR SPONSORS:
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Peter Dunworth: https://x.com/PeterBTCAdviser
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"We are taught that the state builds our economy, but the reality is that every act of intervention is an act of wealth destruction."
Max Hillebrand joins the show to tear down the Keynesian fallacies that keep us in a cycle of manufactured poverty and systemic theft. We go deep into the Austrian framework to explain why privacy isn't just a tech feature, it is the bedrock of a free economy.
We discuss:\
The Theft Trap: Why taxation and inflation are definitionally coercion, and how they silently redistribute wealth from the productive to the state. \The Broken Window Fallacy: Why building things we don’t need and destroying wealth through war is the ultimate economic delusion. \The Consumption Trap: How state-manipulated metrics like GDP force us to prioritise over-consumption over the savings required for actual prosperity. \The Minimum Wage Fallacy: A practical breakdown of why state interventions inevitably price the most vulnerable workers out of the market. \The Cypherpunk Solution: Why increasing the cost of state attack and decreasing the cost of private defense is our only path to an unstoppable, parallel economy.THANKS TO OUR SPONSORS:
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Max Hillebrand: https://towardsliberty.com/
The Praxeology of Privacy: https://towardsliberty.com/pop
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“In the end, it’s the economic majority of users who decide what Bitcoin is.”
Wicked and MrHodl join the show to break down why BIP110 won’t change Bitcoin.
We get into the fight over arbitrary data on Bitcoin, why they believe BIP110 fails to solve the problem it claims to address, and why miner signalling alone does not define consensus. The conversation covers Bitcoin Core, Knots, the blocksize war, SegWit, BIP148, spam, soft forks, hard forks, nodes, miners, exchanges, and the role of the economic majority in defending Bitcoin’s rules.
Is BIP110 a serious proposal, a virtue signal, or an attempted replay of old battles? And if Bitcoin can be changed without broad consensus, what does that mean for decentralisation?
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Wicked: https://x.com/w_s_bitcoin
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“We are in the digital gold rush to acquire as much Bitcoin as humanly possible.”
Jeff Walton joins the show to break down the rise of Bitcoin-backed credit, Strive’s SATA instrument, and why perpetual preferred equity could become one of the most important capital market innovations in Bitcoin.
We discuss why SATA is now paying daily dividends, how Strive thinks about risk, reserves, leverage, and Bitcoin coverage, and why these new credit instruments may become a structural buyer of Bitcoin through both bull and bear markets.
We also get into Strategy’s role as the market leader, the shift away from convertible debt, the future of Bitcoin treasury companies, proof of reserves, custody risk, institutional adoption, and whether Bitcoin credit could eventually reprice the entire credit market.
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“Whoever blinks first wins.”
Mechanic joins me to discuss the controversial BIP110 proposal, the fight over spam and inscriptions, and whether Bitcoin users can force a consensus change without support from the major mining pools.
We get into miner power, node enforcement, UASF game theory, soft forks, and whether Bitcoin is drifting away from its original purpose as money. Mechanic argues that Bitcoin’s strength comes from ordinary users enforcing the rules, not corporations, exchanges, or miners.
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“Trust the process. The money will be printed.”
Arthur Hayes returns to the show to explain why he believes the Bitcoin bull market is back on, and why the next move higher will once again be driven by global liquidity.
In this episode, we discuss why war, AI, supply chain fragility, rising bond market stress, and political incentives all point in the same direction: more spending, more debt, and more money printing. Arthur explains why governments are not going to choose austerity, why the inflationary tax is the path of least resistance, and why Bitcoin remains the trade in a world where fiat liquidity keeps expanding.
We also get into the risks ahead: AI-driven job losses, social unrest, energy and commodity shocks, the fragility of the Treasury market, and the possibility of another policy panic.
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Arthur Hayes: https://x.com/CryptoHayes
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“We’re in an era where the monetary system is changing. The world is going to look very different on the other side of this thing.”
Checkmate is back on the show to explain why Bitcoin may already be back in a bull market and why the bigger story is not just the price, but the system beginning to crack.
We get into his case that the bottom is likely in, why the $60k flush looked like a real capitulation event, and the levels that matter now. Checkmate breaks down the on-chain data behind his 80% bull-market thesis, why bears may be running out of road, and what happens when sentiment flips from selling rips to buying dips.
We also get into rising bond yields, broken fiscal systems, the end of trust in government debt, Bitcoin vs gold, ETF flows, Strategy/MSTR risk, Coinbase custody risk, and why the world is moving towards assets that sit outside the system.
We then get into Australia’s proposed capital gains tax changes, why Checkmate sees them as a direct attack on savers, builders and young people, and why tax policy may become one of the next major battlegrounds for Bitcoiners.
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Checkmate: https://x.com/_Checkmatey_
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“The alpha is still in Bitcoin. But it’s just by treating Bitcoin as money.”
Brian De Mint is the head of marketing for Club Orange, a real-world social network for Bitcoiners.
In this episode, we discuss why Bitcoin’s next phase may not just be holding the asset, but building a real economy around it: Bitcoin meetups, IRL community, the case for spending sats, merchant adoption, Lightning payments, Bitcoin mining as a free-market energy solution, and why treating Bitcoin as money can create stronger economic relationships between Bitcoiners.
We also get into food and health to medicine, nutrition and the incentives behind the institutions we’re told to trust.
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Brian De Mint: https://x.com/BrianDeMint
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Harry Sudock and Rory Murray from CleanSpark join the show to explain how Bitcoin miners are building entirely new treasury strategy around Bitcoin.
Instead of simply mining Bitcoin and selling it for cash, companies like CleanSpark are now borrowing against it, generating yield from it, using it as collateral, and turning their Bitcoin balance sheet into a tool for expansion.
We get into why Bitcoin may become the best collateral in global markets, how miners are using treasury strategies like covered calls and basis trades to increase returns, why Bitcoin backed lending markets are rapidly maturing, and how these strategies could completely reshape the way companies manage capital.
We also discuss the AI data centre boom, why Bitcoin miners are expanding into AI infrastructure, how Bitcoin and AI are competing for energy, and why the future of Bitcoin mining may actually become more decentralised as AI grows.
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Harry Sudock: https://x.com/harry_sudock
Rory Murray: https://x.com/sprainhill
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Jonathan Pollock is Product Lead for Bitkey.
In this episode, we get into wrench attacks, why physical coercion is a structural weakness of private key ownership, why seed phrases may be creating more risk than they solve, and why most self custody setups rely too heavily on users never making a mistake.
We talk about the trade offs between security, privacy, recovery, inheritance, and ease of use, alongside BitKey’s new hardware update and the company’s plans to build time delayed vaults designed to protect users during violent attacks. We also get into collaborative custody, covenants, insurance, ETFs versus self custody and why permissionless money still matters.
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“Bitcoin can change the world because the world can’t change Bitcoin.”
Jack Mallers is back on the show to break down his vision for 21, Strike, and the next phase of Bitcoin’s monetisation.
Jack explains why he doesn’t want to build another pure Bitcoin treasury company or another crypto casino, but a full-stack Bitcoin business: financial services, lending, custody, infrastructure, mining, capital markets, and a balance sheet built around Bitcoin. We get into the proposed acquisition of Strike, Bitcoin-backed lending, proof of reserves, why profitability matters, and why he thinks the best Bitcoin company won’t simply be the one that owns the most Bitcoin.
We also discuss where Bitcoin fits in a world moving towards war, inflation, energy shocks, multipolarity, and whether fiat can survive another crisis.
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Jack Mallers: https://x.com/jackmallers
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“If your system can’t survive without inflation, the problem isn’t deflation.”
Allen Farrington and Sacha Meyers return to the show to break down one of the most misunderstood ideas in economics: deflation.
Allen & Sacha are the authors of Bitcoin is Venice, in this episode they get into their latest essay, Number Go Down, where they challenge the core assumptions behind modern macroeconomics. They argue that the idea inflation is necessary for a healthy economy is not grounded in reality, but in flawed models, bad incentives, and a fundamental misunderstanding of how growth actually happens.
We get into why the 2% inflation target is arbitrary, how Keynesian economics confuses credit collapse with true deflation, and why falling prices driven by innovation might actually be the most important signal of a functioning economy. We also explore the paradox of thrift, malinvestment, and why distorted price signals lead to systemic fragility.
Allen and Sacha explain why saving is the foundation of real growth, how deflation can drive investment rather than kill it, and why trying to “manage” the economy through measurement and intervention is fundamentally misguided. We also get into debt, why inflation acts as a hidden bailout mechanism, and what a world built on sound money might actually look like.
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Allen Farrington: https://x.com/allenf32
Sacha Meyers: https://x.com/sacha_meyers
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“Money on the internet is still broken.”
David Marcus returns to the show to break down why moving money globally is still slow, fragmented, and expensive and how Bitcoin could fix it.
David explains how the current system is built on disconnected networks that extract fees, delay payments, and capture data. His solution is a new kind of global account built on Bitcoin infrastructure that unifies dollars, Bitcoin, and stablecoins into a single system that works instantly across borders.
We get into why platforms like Uber and YouTube could become financial hubs, how stablecoins might accelerate Bitcoin adoption, and why open networks tend to beat closed systems.
Finally, we discuss the future of AI agents that can hold and move money on your behalf, and what that means for privacy, control, and Bitcoin as the underlying monetary layer.
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David Marcus: https://x.com/davidmarcus
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“There’s a reality here that you guys are all asleep to… we are the only alternative path.”
American HODL & Peter McCormack join the show to break down the growing divide across the West, the collapse of trust in institutions, and whether the current political system is already failing.
We’re moving from a high trust to a low trust society, where incentives are broken, democracy is increasingly unstable, and the middle ground between left and right is disappearing. As countries like the UK decline economically and culturally, the risk isn’t just stagnation, it’s escalation.
We get into whether this leads to conflict or some form of authoritarianism, why freedom is so difficult to sell politically, and whether Bitcoin can realistically act as an alternative system. We also discuss the collapse of the middle class, AI-driven disruption, the role of media in accelerating division, and whether Bitcoin arrives in time or simply becomes a hedge against what comes next.
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American HODL: https://primal.net/hodl
Peter McCormack: https://x.com/PeterMcCormack
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“Bitcoin has a chance of losing the energy conversation.”
Michael Dunworth joins the show to break down what happens when AI and Bitcoin collide over the world’s most important resource: energy.
Michael argues that as AI demand explodes, governments and corporations will prioritise data centres over Bitcoin mining, potentially rationing energy and pushing Bitcoin to the margins. At the same time, AI is set to drive massive job displacement, reshape global infrastructure, and concentrate power into a handful of dominant players.
We get into whether this is an existential threat to Bitcoin or a hidden tailwind for decentralisation, how AI could reshape energy markets, why Bitcoin mining might survive as a balancing layer for AI grids, and whether AI itself ultimately chooses Bitcoin as its native money. We also discuss nation state adoption, the risk of governments seizing Bitcoin, the centralisation of custody, and why Bitcoin’s biggest risk right now might be losing focus.
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Michael Dunworth: https://x.com/MichaelDunwort1
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“Bitcoin’s values are easy to defend until they become inconvenient.”
Rob Hamilton returns to the show to get into Bitcoin as a hero’s journey, and why its next great test may already be here.
Rob explains how Bitcoin evolved from a cypherpunk rebellion into an institutional asset, and why that shift is creating a new fault line inside the network. As more Bitcoin moves into ETFs and corporate treasuries, the question is no longer just whether Bitcoin succeeds, but who defines what it is.
We get into the debate around quantum computing, whether vulnerable coins should ever be frozen, and why that decision could trigger a chain split. Rob lays out the tension between protecting the network and preserving Bitcoin’s core principles, and why this may become the most important battle since the block size wars.
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Rob Hamilton: https://x.com/Rob1Ham
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"The days of imperial America as the global hegemon will be drawing to a close."
Dr. Jeff Ross returns to the show to break down why the dollar system is ending and what comes next.
Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation. We get into his three burners framework, why he thinks we're in World War III, the coming civil unrest from AI-driven job displacement, why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin.
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Jeff Ross on Substack: https://substack.com/@jeffross191961
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Ansel Lindner: https://x.com/AnselLindner
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