PODCAST · technology
What Bitcoin Did
by Danny Knowles
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
Episodes
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The Debt Crisis Bitcoiners Aren’t Ready For | Avik Roy
“The people who bet right by being early to Bitcoin are the ones who get blamed.” Avik Roy returns to discuss why he believes America’s debt crisis is far worse than official forecasts suggest, and why Bitcoiners shouldn’t assume they’ll be safe. We get into his 15-year warning, the risk of bank...
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Bitcoin’s Next Rally Could Break the Cycle | Eric Yakes
“The worst thing is to not own any of it.” Eric Yakes returns to discuss why he believes Bitcoin’s four-year cycle is breaking, why diminishing returns may not be inevitable, and how institutional and nation-state demand could change the next rally. He explains why Bitcoin needs to become bigger...
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Why AI Needs Bitcoin to Survive | Dhruv Bansal
“Bitcoin feels alive, but not intelligent. And AI feels intelligent, but not alive.” Dhruv Bansal joins to discuss why AI may need Bitcoin to survive, why autonomous agents could choose Bitcoin over dollars and stablecoins, and how earning Bitcoin to pay for their own resources could align them...
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Operation Choke Point 2.0: The Fall of Silvergate | Alan Lane
“We experienced, as a percentage of deposits, the biggest bank run in history.” Alan Lane joins to discuss the fall of Silvergate, the bank run that followed FTX’s collapse, and how his team kept meeting withdrawals as 70% of deposits left. He explains why he believed the bank could rebuild and...
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The Macro Shift That Could Send Bitcoin to $500K | Matt Cole
“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes America’s debt crisis leaves the government with few good options, how rising bond yields could force the Treasury and Fed to intervene…
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How AI Could Take Bitcoin to $1 Million | Jordi Visser
“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth, weaken the investment appeal of stocks and real estate, and create a new bull case for Bitcoin. He explains why wealthy investors haven’t...
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America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan
“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case…
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The Biggest Lie in Economics | Peter St Onge
“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wealth from savers to governments and Wall Street, and why technological progress should be making life...
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Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason
“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as…
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AI Came for Bitcoin First | Jameson Lopp
"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the...
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Can AI Actually Grow America Out of Its Debt? | Jeff Ross
“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt. We also get into why AI-driven deflation could benefit people but threaten a debt-based monetary...
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The US Is Long-Term Insolvent | Lyn Alden
“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually...
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Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia
“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue being consumed by interest, and how continued Treasury bill issuance could eventually trigger stress...
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The Everything Rally Is About to Begin | Joe Carlasare
“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. In this interview, we discuss why he believes the Bitcoin bottom is in, how the recent drawdown changes Bitcoin’s risk...
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Bitcoin Will Never Have Another 80% Crash | Eric Yakes
“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle is finally dead. We discuss whether yield curve control has arrived under another name, why Bitcoin…
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The Plan to Put Bitcoin in Every Conversation | Seth For Privacy
“Your conversations and your money should not have to live in totally separate places.” Seth for Privacy is the COO of Cake Wallet and Radar, a Signal-compatible messenger combining encrypted conversations with self-custodial Bitcoin payments. In this episode, he explains why the next wave of...
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The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow
“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” Frostsnap’s Lloyd Fournier and Nick Farrow join me to break down the catastrophic Coldcard vulnerability that made supposedly secure Bitcoin keys...
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Bitcoin Is Running Out Of Sellers | Checkmate
“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” Checkmate is a Bitcoin analyst and founder of Checkonchain. In this episode, he explains why Bitcoin may be entering the final stage of the bear market, even after $8.2 billion of ETF outflows, Strategy...
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Bitcoin vs Wall Street | American HODL, Junseth & Erik Cason
“We’ve already fucking won.” Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? Recorded live at PubKey in New York City, American HODL, Junseth...
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AI Is About to Split Society in Two | Zack Shapiro
“The people who are truly productive are going to be on a rocket ship.” AI is about to split society in two: those who learn to command it and those whose value it destroys. Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar...
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The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo
“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that...
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The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar
“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. In this episode we discuss the disconnect between record global liquidity and a Bitcoin price...
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The Most Bullish Thing About Bitcoin | Alex Thorn
“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how...
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The Fed Can’t Let the AI Bubble Burst | Luke Gromen
“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the…
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EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton
“This is as code red as it can get for Bitcoin self-custody.” Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has exposed Bitcoin held in wallets generated on affected firmware. A firmware change introduced in 2021 prevented Coldcard devices from...
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Jack Mallers: Why I Left Twenty One
“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” Jack Mallers is back on the show for his first interview since stepping down as CEO of Twenty One Capital. Jack explains why he walked away from the Bitcoin treasury company he…
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Bringing Back The Bitcoin Bull Market | Cory Klippsten
“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” Cory Klippsten is back on the show to explain why Bitcoin’s last bull market failed to deliver, why institutional adoption created weak hands rather than conviction, and why the next major move depends on...
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The Bitcoin Bear Market Is a Survival Test | Matt Odell
“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been more bullish on Bitcoin. In this episode, we discuss Jack Mallers stepping down from XXI, the…
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Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
“Cycles have no respect for trends.” Michael Howell is on the show to explain why global liquidity, not Bitcoin’s four-year cycle, is the force driving Bitcoin, gold and global markets. Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He...
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Why MSTR Will Underperform Bitcoin | Parker Lewis
"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get less Bitcoin." Parker Lewis is back on the show to explain why Bitcoin treasury companies such as Strategy (MSTR) may underperform Bitcoin, and why...
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The Next 10 Years Will Decide Bitcoin’s Future | Brandon Quittem
“In my opinion, not just Bitcoin, but the direction of society for our lifetimes and our kids’ lifetimes will be decided in the next five to ten years.” Brandon Quittem is back on the show to get into whether Bitcoin can survive its transition from a countercultural movement into a global…
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Is The Bitcoin Power Law Broken? | Matthew Mezinskis
“I think in ten years, the financial system and the Bitcoin system are going to collide.” Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data. In this episode, we get into whether the Bitcoin…
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Is The Fed Lying About Inflation? | James Lavish
"They will allow inflation to run hotter than they'll admit to." James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist newsletter. In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures...
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Has Bitcoin Lost Its Narrative? | Fernando Nikolic
“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.” Fernando Nikolic is the founder of Perception. In this episode, we get into whether Bitcoin has lost its narrative, why Michael Saylor’s messaging has changed, and how narratives can move markets....
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The Final Stage Of The Bitcoin Bear Market | Joe Consorti
“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.” Joe Consorti is back on the show to break down why he thinks the Bitcoin bottom may be closer than many people expect, why $50k is the key level to watch, and...
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The Dollar Changed. Bitcoin Is the Endgame | Matt Dines
“The game has changed, it’s very clear.” Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into why he believes the dollar system has already changed and why Bitcoin may be the endgame. For decades, global markets have been built around the…
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Is Michael Saylor Trapped? STRC Explained | Adam Livingston
“The market is trying to find a villain right now—and Saylor is that guy.” Adam Livingston explains the pressure building around Michael Saylor, MicroStrategy and STRC as the preferred stock trades at $88, well below its $100 par value. Is STRC broken, or is the market mispricing Strategy’s…
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The Fed Is Trapped: Why Double-Digit Inflation Is Inevitable | Lawrence Lepard
“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.” In this episode, Lawrence Lepard is back on the show to explain why the Fed is trapped between persistent inflation, an accelerating sovereign debt crisis and a financial system that cannot...
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The Hidden Battle for Global Power | Simon Dixon
“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...
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The Dollar Endgame Is Not What You Think | Peruvian Bull
“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...
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The Best Bitcoin Buying Opportunity In History | Peter Dunworth
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...
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How The State Makes Us Poorer | Max Hillebrand
"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...
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Why BIP110 Won’t Change Bitcoin | Mr Hodl & Wicked
“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...
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The Bitcoin Credit Gold Rush | Jeff Walton
“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.…
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Who Really Controls Bitcoin? | Bitcoin Mechanic
“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...
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Arthur Hayes: The Bitcoin Liquidity Wave Is Here
“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...
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Bitcoin’s Bull Market Is Back | Checkmate
“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...
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Bitcoin’s Parallel Economy Is Starting | Brian De Mint
“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…
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The Bitcoin Treasury Machine | Harry Sudock & Rory Murray
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...
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The Future of Owning Bitcoin | Jonathan Pollock
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...
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ABOUT THIS SHOW
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
HOSTED BY
Danny Knowles
CATEGORIES
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Frequently Asked Questions
How many episodes does What Bitcoin Did have?
What Bitcoin Did currently has 216 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
How often does What Bitcoin Did release new episodes?
What Bitcoin Did publishes regularly with 216 episodes available. Check the episode list for the typical release schedule.
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Who hosts What Bitcoin Did?
What Bitcoin Did is created and hosted by Danny Knowles.
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