Proof of Thought

Help support the channel by checking out our amazing sponsors: https://www.joincrowdhealth.com/proof andhttps://mangrove.ai⚡ CrowdHealth is a peer to peer healthcare platform that removes insurance middlemen and aligns incentives through community driven incentives. Listeners of Proof of Thought can try it for $99 per month for the first three months at joincrowdhealth.com/proof.⚡ Mangrove is a non custodial automated trading platform for digital assets. The platform allows you to easily build and deploy trading bots with built in guardrails and safety stops. Visit Mangrove.ai to access their developer tools or join the waitlist. Early adopters get 2 months free.🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!#Bitcoin #Crypto #Investing Follow CJ:X: https://x.com/CJKonstantinosPeoples Reserve: https://www.peoplesreserve.comToday's conversation is with CJ Konstantinos, founder of People's Reserve and creator of the Bitcoin Fair Value indicator — a 10-year Bitcoin veteran who has built his career at the intersection of Bitcoin mining, monetary theory, and decentralized finance.CJ shares his framework for understanding Bitcoin not simply as a speculative asset or savings technology, but as engineered money — the only asset in the world capable of raising or lowering its own cost of production through the halving and difficulty adjustment mechanism, and why that design makes it the most pristine form of collateral ever created.In this episode, he breaks down how Bitcoin mining shaped his understanding of price discovery, why the cost of production acts as a structural price floor, and how to use that framework to determine whether you should be accumulating Bitcoin or accumulating dollars at any given point in the cycle. We also discuss why the financialization of Bitcoin — using it as collateral rather than selling it — represents the next major wave of adoption, and how People's Reserve is building the financial tools to make that possible through Bitcoin-powered mortgages and collateralized sound money obligations.Timestamps:0:00 CJ's Bitcoin Journey4:42 CrowdHealth Sponsorship5:55 Mangrove Sponsorship6:43 How Bitcoin Mining Predicts Bitcoin's Future Price10:21 If You Truly Understand Bitcoin, Don't DCA13:53 "The Halving" and Why It's Like Bitcoin's Central Bank17:21 Why Engineered Money is an Advantage Over Gold and Fiat21:43 Bitcoin's Adaptability is its Secret Weapon25:38 You Need to Know Why Bitcoin is Being Monetized31:29 Peoples Reserve Lets You Borrow Against Bitcoin to Pay Your Mortgage35:00 How is Peoples Reserve Funded?41:14 This Is Bitcoin's Next Trigger47:14 Is the Bitcoin Strategic Reserve A Failure Yet?55:05 What Does a Successful Bitcoin Strategic Reserve Look Like?57:12 Closing ThoughtsAbout CJ: CJ Konstantinos is a 10-year Bitcoin veteran who views BTC as the reserve asset of the internet economy and the most pristine form of collateral in the world. He is the creator of the btcFairValue (BFV) indicator, a tool used by miners for algorithmic treasury management, and the founder of People's Reserve and Christian Investment Analysis. As founder of People's Reserve, he's known for developing innovative financial products like self-repaying mortgages and Bitcoin-backed loans, and has been outspoken about navigating the regulatory challenges that come with operating in the Bitcoin lending space. Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Intro Song: Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected]⚠️ See Full Disclaimer Here:https://drive.google.com/file/d/1B4TH--7oKxbqahMDhrnfJElCS3UGCfFm/view?usp=sharing

Help support the channel by checking out our amazing sponsors: https://www.joincrowdhealth.com/proof and https://mangrove.ai⚡ CrowdHealth is a peer to peer healthcare platform that removes insurance middlemen and aligns incentives through community driven incentives. Listeners of Proof of Thought can try it for $99 per month for the first three months at joincrowdhealth.com/proof.⚡ Mangrove is a non custodial automated trading platform for digital assets. The platform allows you to easily build and deploy trading bots with built in guardrails and safety stops. Visit Mangrove.ai to access their developer tools or join the waitlist. Early adopters get 2 months free.⭐️ Follow LynX: https://x.com/LynAldenContactWebsite: https://www.lynalden.com/Today's conversation is with Lyn Alden, founder of Lyn Alden Investment Strategy and author of the bestselling book Broken Money.Lyn shares her framework for understanding why the current monetary system is broken, drawing on the historical parallels between the economic cycles of the 1920s-1940s and today.In this episode, she breaks down how debt bubbles form and collapse, why the transition from private to public sector debt is inherently inflationary, and why she believes continued currency debasement is now the likely path forward for the United States and much of the developed world.Lyn explains why the Fed's inflation targeting works against everyday workers/savers, how scarce assets have historically been the only shelter from debasement, and why Bitcoin represents something new.Timestamps:0:00 If the 2020s is like the 1940s, what can we expect in the 2030s?5:50 #ads7:52 Are we heading towards continued debasement?9:14 Why you should be concerned there's 325x more broad money per person12:53 Price deflation is good; here's why19:08 Current policy encourages consumption, how should we avoid this?22:57 Central banks are controlling gold's price28:04 U.S. asset freezes are killing treasuries30:40 Why don't other countries just hold neutral assets to avoid freezes?34:59 Will bitcoin become the world's reserve currency? How can it do so?39:14 The current dollar systems is destined to fail41:42 Have we irreversibly given up control of money to banks?45:57 The modern system is designed for banks (like SVB) to fail50:08 Why do countries with failing currencies not turn towards hard money?51:50 How Lyn would fix the money if she was president58:31 What Lyn would change about Broken Money1:00:34 Was it coincidence that bitcoin appeared after the 2008 crisis?1:03:24 Why bitcoin is the right solution to broken money1:08:25 What does bitcoin need to accomplish to fix the money1:11:02 What value does MSTR provide to bitcoin?Video Editor: Jane Baer ([email protected])Intro Song: Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow Andy Schoonover X: https://x.com/andyjschoonoverAnd check out CrowdHealth today:https://www.joincrowdhealth.com/promos/proofToday’s conversation is with Andy Schoonover, founder and CEO of CrowdHealth, a healthcare alternative designed to replace traditional insurance with a community-driven model — powered in part by Bitcoin.Andy’s journey into Bitcoin started with a growing skepticism of the traditional financial system and the long-term viability of the U.S. dollar. That same first-principles thinking ultimately led him to challenge another massive system — healthcare.He’s now on a mission to rebuild healthcare from the ground up.In this episode, we dive into why Andy believes the dollar will ultimately fail and why Bitcoin is positioned to win — and how those beliefs directly shaped the creation of CrowdHealth.We break down what’s fundamentally broken about traditional healthcare, why incentives are deeply misaligned, and how CrowdHealth offers a radically different model that is often significantly more affordable.Andy also walks through exactly how CrowdHealth works in practice, including real examples of how medical costs are funded, what users actually pay, and why the model gets cheaper over time.We also explore how Bitcoin fits into the future of healthcare, Andy’s vision for redesigning the U.S. system, and a wild early story involving Mark Zuckerberg and the early days of Facebook. Timestamps:00:00 - Andy’s Bitcoin Origin Story 05:31 - Why The Dollar Will Fail & Why Bitcoin Wins 07:57 - CrowdHealth’s Origin Story 11:53 - Why Traditional Healthcare Is Broken 15:23 - Misaligned Incentives In Healthcare 20:49 - Expanding Access To Healthcare 23:58 - OPNEXT (#ad) 24:45 - How CrowdHealth Works In Practice 34:24 - Average Cost For A CrowdHealth User 38:14 - Why CrowdHealth Is Cheaper Than Insurance 42:34 - Real Example Of CrowdHealth Funding A Medical Event 45:26 - Why CrowdHealth Gets Cheaper Over Time 48:03 - How CrowdHealth Uses Bitcoin 52:19 - Mark Zuckerberg & The Early Facebook Story 55:26 - How Andy Would Redesign U.S. Healthcare 58:09 - Andy’s Vision For The Future Of CrowdHealth About Andy Schoonover:Andy Schoonover is the founder and CEO of CrowdHealth, a healthcare platform built to replace traditional insurance with a community-based model. He combines first-principles thinking, Bitcoin conviction, and real-world operating experience to challenge one of the largest and most broken systems in the United States.Video Editor: Jane Baer ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow Dan IvesX: https://x.com/DivesTechToday’s conversation is with Dan Ives, Global Head of Technology Research at Wedbush Securities and one of the most followed analysts covering AI, Big Tech, and market trends.Dan shares his evolving view on Bitcoin and crypto in the context of the AI revolution, explaining how digital assets fit into a rapidly changing technological and economic landscape.In this episode, he breaks down the inflation vs deflation debate, what it means for markets, and why AI could fundamentally reshape productivity, pricing, and long-term economic cycles.We also discuss the Q1 2026 stock market correction, sentiment around tech stocks, and how AI developments from companies like Anthropic are influencing investor behavior and valuations.Dan explains why AI may act as a powerful democratization tool, how individuals can position themselves for the shift, and what the future of work, society, and wealth creation could look like in an AI-driven world.We also explore privacy concerns, WorldCoin, and the rise of digital identity systems, along with Dan’s personal journey and lessons from decades covering the biggest tech trends.Timestamps:0:00 Bitcoin, Crypto, and AI2:55 Inflation vs Deflation and Market Impact6:00 Q1 2026 Stock Market Correction and Predictions8:16 OPNEXT (#ad)9:03 AI, Anthropic, and Tech Stock Sentiment11:16 AI as a Democratization Tool14:45 Preparing for the AI Revolution15:38 The Future of AI, Technology, and Society18:30 WorldCoin, Digital Assets, and Privacy20:00 Dan Ives’ Career Journey and InsightsAbout Dan Ives:Dan Ives is the Global Head of Technology Research at Wedbush Securities and a leading voice on AI, Tech, Bitcoin, and equity markets. Known for his coverage of companies like Apple, Tesla, and Microsoft, Ives provides insight into how technological innovation intersects with market trends and investor sentiment.#Bitcoin #Crypto #Investing -----------------------------------------------------------------------------------------------------------------------Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 -----------------------------------------------------------------------------------------------------------------------Nuclear Engineer: Here's When to Turn Bullish on Bitcoin | Benjamin CowenAstrophysicist: The Best Bitcoin Explanation You've Ever Heard | Stephen PerrenodJordi Visser: Bitcoin is About to Have a Historic RotationVideo Editor: Brad LeFeverIntro Song: Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing #ad🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow KevinX: https://x.com/kevinlhr88Saturn X: https://x.com/saturn_creditSaturn: https://saturn.credit/Today’s conversation is with Kevin Li, CEO and co-founder of Saturn, a digital credit protocol built on top of Strategy's Bitcoin-backed preferred equity.In this episode, Kevin shares how his time leading research and product development at Artemis — a leading blockchain data firm — exposed him to the growing demand for off-chain yields within DeFi, and how a chance moment at a Bitcoin conference crystallized his vision for Saturn.We discuss Kevin's belief that digital credit represents the next major wave of Bitcoin adoption, not just for institutions, but for the hundreds of millions of global users who have access to stablecoins but not US brokerage accounts. The conversation covers how Saturn is building an on-chain money layer on top of instruments like STRC, why DeFi currently lacks yield at institutional scale, and how Saturn's dynamic reserve system is designed to manage the unique risks of unsecured preferred equity. Kevin also breaks down his three-stage vision for Saturn and why he believes that, much like Bitcoin itself, digital credit will eventually reach a trillion-dollar scale.Timestamps:0:00 Kevin's Background2:32 How Has Bitcoin/Digital Credit Evolved Since 2024?5:06 A Unique Story From Kevin's Crypto Experience6:06 OPNEXT ad (#ad)6:53 What is Kevin's Company, Saturn?9:50 Why Buy Saturn Over Microstrategy's STRC?12:54 When Will Saturn Serve U.S. Retail?13:44 Will Saturn Add More Than STRC?15:43 Will Saturn Add Separate Products?17:52 The Risks of Saturn19:44 How Does Saturn Make Money?20:09 How Much Is Saturn Worth?22:39 Is Digital Credit + Crypto Really the Future?About Kevin: Kevin Li is the CEO and co-founder of Saturn Labs, a stablecoin protocol building the first on-chain application layer for Bitcoin-backed digital credit. Originally from Shanghai and raised in Boston, Kevin studied data science at the University of Pennsylvania, where he began investing in equity markets at just 18 years old.Saturn has since raised $800K from YZi Labs and Sora Ventures and entered its public launch phase with $30 million in committed capital. Today, Kevin is focused on making digital credit composable, programmable, and accessible to the estimated 500 million global stablecoin users who currently have no pathway into US credit marketsProof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Jane Baer ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow JoeX: https://x.com/drkmath777Website: https://www.drkmath777.com/home Today’s conversation is with Joe Kazemi, also known as Dr. K. Joe has a background in quantitative methods and statistics, which has influenced his analytical approach to understanding Bitcoin. His journey into the world of cryptocurrency began with skepticism, but personal experiences and historical observations of currency hyperinflation led him to explore Bitcoin more deeply.In this episode, Joe shares how he first encountered Bitcoin and initially dismissed it as a scam. However, witnessing the limitations of traditional financial systems and the potential of Bitcoin to offer financial sovereignty changed his perspective. This realization prompted him to start accumulating Bitcoin and delve into its mechanics.We discuss Joe's view of Bitcoin as a tool for breaking financial dependency and its potential to expose industries that lack real value. He emphasizes the importance of self-custody and how it empowers individuals to control their economic future without reliance on banks. The conversation also covers Joe's strategies for accumulating Bitcoin and why he sees Bitcoin's volatility as a natural part of its growth.Timestamps:0:00 The One Main Problem Bitcoin Solves2:13 Bitcoin Exposes This Industry for Not Adding Value5:10 Don't Try to Tell People About Bitcoin, Unless...6:34 How to Let People Discover Bitcoin "On Their Own"9:34 Joe's Background16:25 Joe's Bitcoin Price Journey20:08 The Experience of Holding Through Bitcoin's Highs and Lows22:26 The Bitcoin Concept that Flipped Joe's Worldview23:41 Joe's Math Background Slowed His Understanding of Bitcoin25:01 Does Joe DCA differently with Bitcoin at $60k?30:37 What does Proof of Work Mean to Joe Personally33:08 Does Bitcoin Still Have Asymmetric Upside at $60k?36:46 Most Common Misconception About Bitcoin44:07 Bitcoin's CAGR Over the Next Decade46:37 If You Haven't Bought Bitcoin Yet, Do This48:29 Closing Thoughts-----------------------------------------------------------------------------------------------------------------------Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 -----------------------------------------------------------------------------------------------------------------------Video Editor: Isabel Stokes ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!Today’s conversation is with Jim, a retired telecommunications entrepreneur and long-time Bitcoin advocate who describes himself as a “boots-on-the-ground” Bitcoin evangelist. Jim spent more than two decades building a business in the telecom industry before retiring at age 49. His experience watching the early adoption of telecommunications technology shaped how he evaluates emerging innovations today. In this episode, Jim explains how he first discovered Bitcoin around 2016, initially dismissing it before revisiting the technology when he noticed companies like Overstock accepting it as payment. That moment led him to buy his first Bitcoin and begin studying the system more deeply. We discuss why he views Bitcoin primarily as a deflationary technology, comparing its potential impact to the early days of the internet and mobile communications. Jim shares how witnessing a simple Bitcoin transaction between his own wallets became a pivotal realization about censorship-resistant digital money. The conversation explores his framework for understanding money as technology, information, and energy, and how Bitcoin allows individuals to store economic value in a system that cannot easily be debased by governments. Jim also discusses practical strategies for accumulating Bitcoin, including dollar-cost averaging, long-term holding, and avoiding trading. He explains why volatility is normal for early-stage technologies and why he views price drawdowns as opportunities rather than risksTimestamps:00:00 Jim's Background and Bitcoin "aha" moment5:49 What moment made Jim go all-in on bitcoin?8:58 How bitcoin buys your time back15:19 How does Jim deploy capital into bitcoin20:12 Why bitcoin fixes the dollar's debasement25:11 What is bitcoins CAGR over the next 10 years?28:17 What are bitcoin's next catalysts?32:54 Investing in bitcoin vs getting out of retirement and working38:35 What Jim uses to orange pill people41:49 What are the best questions Jim gets about bitcoin in conversations44:53 The best way to hold/custody bitcoin46:56 Jim's thoughts on bitcoin ETFs47:54 The best way to learn about bitcoin today#Bitcoin #Crypto #Investing -----------------------------------------------------------------------------------------------------------------------Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 -----------------------------------------------------------------------------------------------------------------------Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow JordiX: https://x.com/jvisserlabsYouTube: https://www.youtube.com/@UCSLOw8JrFTBb3qF-p4v0v_w AI Macro Nexus: https://ai.22vresearch.com/Today’s conversation is with Jordi Visser, a former Wall Street portfolio manager focused on macro trends, artificial intelligence, and Bitcoin.Jordi argues Bitcoin’s upside is tied less to inflation or liquidity and more to software disruption. He views it as a code-based growth asset that trades alongside leading technology companies.In this episode, he explains why AI is accelerating deflation, compressing SaaS margins, and pressuring long-duration fiat assets. He believes this shift could drive capital toward digitally native systems over time.We discuss the AI arms race among hyperscalers, risks to software business models, and why tokenized real-world assets may struggle in an era of perfect replication.Jordi also shares views on Bitcoin allocation, generational risk-taking, and why becoming AI native may be essential for career durability.The conversation closes with reflections on community, identity, and how AI-driven change may reshape markets and daily life in the decade ahead.Timestamps:0:00 Bitcoin's Correlation to Software4:40 When and why would Bitcoin crash to $40k?8:52 Will Bitcoin Become Institutionalized?11:36 How deflation will impact bitcoin and jobs17:05 "The Supersonic Tsunami": Why It's Coming20:22 Why Companies Built on Code Are Doomed23:30 The AI Culture Shift25:46 Will AI Democratize Or Make the 1% Richer?30:04 How People Can Get Ahead Using AI in 202630:54 What Jobs Should Young People Target To Survive AI34:00 Why Has there Been No Major Deleveraging Event?40:54 Time and Patience Are Crucial For Bitcoin45:34 How Financially Secure Should You Be Before Investing Into Bitcoin?48:11 What Will Our Daily Lives Look Like Decades Ahead With AI?About Jordi: Jordi Visser is a U.S.-based macro investor, market strategist, and financial commentator. He is known for analyzing global liquidity, monetary policy, and technological disruption—particularly artificial intelligence and digital assets—and how these forces interact with equity markets and the broader macroeconomic cycle. Visser has appeared on financial media platforms and podcasts where he discusses trends in inflation, Federal Reserve policy, and long-term structural shifts in the global economy.Proof of Thought's FREE newsletter (join the waitlist):https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Emerson Little ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow BenX: https://x.com/intocryptoverseYouTube: https://www.youtube.com/@UCRvqjQPSeaWn-uEx-w0XOIg Personal Website: https://www.benjamincowen.com/Into The Cryptoverse Website: https://intothecryptoverse.com/Today’s conversation is with Benjamin Cowen — founder of Into The Cryptoverse and a quantitative analyst who warned of a Bitcoin cycle top in Q4 while much of the market was still calling for a supercycle.Ben is known for his data-driven approach to crypto cycles. In this episode, he breaks down the on-chain metrics he tracks — including terminal price, realized price, and balanced price — and explains why he believes this bear market is unfolding in line with historical patterns.We discuss midterm year weakness, why relief rallies often trap both bulls and bears, and why reclaiming key levels like the 50-week moving average matters before calling a true reversal.We zoom out to cover elevated interest rates, restrictive monetary policy, and how macro headwinds could shape crypto through 2026. We close with a discussion on portfolio construction, recession preparation, international equities, energy, metals, and why surviving the midterm year may matter more than trying to out-trade it.Timestamps:0:00 How Ben Calculates Bitcoin's Price Trajectory3:38 How to Avoid Getting Caught in a Bitcoin Price Trap6:11 Trading Bitcoin Bear Markets Are Harder Than You Think8:54 How Investors Shape Bitcoin Bull/Bear Cycles12:04 What Macro Headwinds Will Impact Bitcoin 202613:34 Will A Fed Rate Cut Be a Bitcoin Price Trap?15:47 Bitcoin Almost Feels Like a Simulation...18:11 The S&P Had a 4 Year Cycle Until It Didn't: Will Bitcoin Do the Same?21:01 When Should You Load Up on Bitcoin in This Cycle?23:41 Ben's Background25:21 How Younger People Should Manage Their FinancesAbout Ben: Benjamin Cowen is a well-known cryptocurrency analyst and the founder of Into The Cryptoverse, a platform that provides market analysis and educational content focused on the cryptocurrency space. He is particularly recognized for his data-driven approach to understanding crypto markets, emphasizing long-term trends and technical analysis over short-term hype. Cowen is known for his calm and analytical style, often discussing the broader market cycle, Bitcoin's dominance, and the impact of macroeconomic factors on digital assets. His content, including YouTube videos and reports, appeals to both novice and experienced crypto enthusiasts.#Bitcoin #Crypto #Investing Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow StephenX: https://x.com/moneyordebtWebsite: https://stephenperrenod.substack.com/In this episode, Stephen shares his journey from astrophysics and supercomputing into Bitcoin research and consulting. He explains why he believes Bitcoin is the first scientifically precise monetary standard in history and breaks down the power law model that has governed Bitcoin’s long-term price behavior.The conversation dives deep into exponential vs. power law growth, why Bitcoin’s bubbles are shrinking over time, and why the traditional “four-year cycle” may be flawed. Stephen introduces log-periodic timing as a better framework for understanding Bitcoin’s long-term bubble structure, discusses gold comparisons, and explains how investors can think about portfolio allocation using the Kelly Criterion.Stick around to the hear why the math proves bitcoin will succeed, and gain a deeper understanding of the fundamentals behind the long-term success of bitcoinTimestamps:0:00 Stephen's Background and Early Life4:59 How Stephen Got Into Marketing6:50 What Stephen Would Do If He Was Looking For A Job Today8:56 Stephen's Mechanism For Forecasting Bitcoin Price10:50 Agenda For Stephen's Presentation12:26 Why Bitcoin Is A Scientifically Precise Monetary Standard14:11 Why The Early 2010s Was The Perfect Time To Create Bitcoin15:28 Autopoiesis And It's Relation to Bitcoin18:54 How Bitcoin Follows The Power Law25:32 Why Bitcoin Can't Be A Bubble30:08 Modeling The Power Law33:10 Why Use The Power Law To Model Bitcoin39:33 Mapping Bitcoin Volatility Into the Power Law44:44 The Math Behind Bitcoin Bubbles49:16 How Stephen's Model Accounts For Macro Factors51:39 Why Stephen's Model Gives A Simple Result54:12 Why The 4-year Cycle Failed in 202557:27 Bitcoin vs. Gold1:02:08 How Much of Your Portfolio Should Be in Bitcoin1:10:41 Everyone Gets Bitcoin At The Price They Deserve?1:14:49 Why Gold Had Been the Star of the Past Year1:18:54 Would Stephen Currently Buy More Gold or More Bitcoin?1:20:36 Stephen's Investments Pre-Bitcoin1:22:27 What Michael Saylor Got Right1:24:34 The One Thing Michael Saylor Got Wrong -----------------------------------------------------------------------------------------------------------------------Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 -----------------------------------------------------------------------------------------------------------------------Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

#Bitcoin #Crypto #Investing🧠 Don’t miss future episodes — subscribe to Proof of Thought for Bitcoin, crypto, and investing insights and conversations!⭐️ Follow or Reach Out to MichaelX: https://x.com/MTangumaOnramp: https://onrampbitcoin.com/Early Riders: https://www.earlyriders.comToday’s conversation is with Michael Tanguma, Onramp CEO and Partner at VC Firm Early Riders. He is a business executive and entrepreneur best known for his leadership roles in the Bitcoin and cryptocurrency industry, particularly as a co-founder and CEO of bitcoin asset management company Onramp and as a partner and advisor in several crypto-focused ventures. Michael Tanguma earned a bachelor’s degree in Business/Managerial Economics from The University of Texas at San Antonio, and has a background in enterprise sales and strategic partnerships at companies like Google and WeWork. Timestamps:0:00 Overview of Michael’s Background7:51 How Onramp Came to Exist13:38 Why No One Else Has Built Onramp22:13 Early Onramp Partners24:10 Risks Onramp Protects Against31:13 The Bitcoin Company Michael Would Start Today36:29 Biggest Bitcoin Misconceptions39:13 How to Remedy Bitcoin Misconceptions43:57 How Onramp Runs on a Bitcoin Standard50:47 What Businesses Early Rider's Like to Invest In55:20 Michael’s Top 3 Most Interesting Start-ups1:00:40 Why Bitcoin Has Lagged Behind Gold/Silver1:06:24 Bitcoin Treasury Companies Are (Mostly) Bad Leverage1:11:09 The Risk of Bitcoin Treasury Companies1:14:58 All Major Companies Will Eventually Own Bitcoin1:18:28 Should Smaller Companies Hold Bitcoin?1:20:45 The ONLY Catalyst For Wider Bitcoin Adoption1:25:05 What Michael Saylor Got Right, And What He Got Wrong-----------------------------------------------------------------------------------------------------------------------Proof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 -----------------------------------------------------------------------------------------------------------------------Video Editor: Jane Baer ([email protected])Intro Song: Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow Soleil (Nithu Sezni)X: https://x.com/nithusezniYouTube: https://www.youtube.com/@UCt7q_Wwlql3shDBg0vKa3Xg Today’s conversation is with Soleil (Nithu Sezni) — a Navy veteran, founding member of MSTR True North, and a self-taught options trader who trades MSTR options as a full-time business.In this episode, he breaks down how he retired early by selling covered calls and cash-secured puts on MSTR, and the guardrails he uses to survive volatility, manage leverage, and avoid career-ending mistakes.We explore the importance of initial capital and reaching critical mass in options trading, the risks and lessons learned from Soleil’s strategy, and why MSTR’s volatility, liquidity, and tight correlation with Bitcoin make it uniquely suited for options-based income.We close with a wide-ranging discussion on AI’s impact on markets, Tesla, retirement, the future value of intelligence itself, and a rapid-fire round covering habits, rules, and advice Soleil would give his younger self.Stick around until the end — Soleil delivers hard-earned insights on risk, discipline, and longevity for anyone serious about trading volatility for a living.Timestamps:00:00 – Intro & Soleil’s Background06:56 – Retiring Early and Selling Covered Calls on MSTR as a Business13:48 – Lessons Learned in Trading and Navigating Rough Patches18:17 – Trading Guardrails and Managing Leverage20:48 – Importance of Initial Capital and Reaching Critical Mass29:25 – Risks to Soleil’s Options Trading Strategy35:00 – The Power of MSTR’s Volatility and Options Market Structure37:00 – Tesla and Bitcoin39:26 – MSTR and Bitcoin43:58 – Lessons from Past Trading Mistakes49:25 – Patience, Investing, and Whether It’s Worth Holding Fiat56:02 – Avoiding Trading and Investment Mistakes in Retirement59:52 – Options Greeks and Market Psychology1:09:34 – Life Lessons from Trading1:11:47 – The Impact of AI on Trading and Markets1:16:20 – The Future Value of AI1:24:53 – Life After Solving Money Problems1:31:35 – Trading Rules Summary1:34:02 – How Much Is Enough1:37:30 – Most Important Habit for Success1:41:57 – Soleil’s Advice to His Younger SelfAbout Soleil: Soleil is a Navy veteran, founding member of MSTR True North, and a self-taught options trader who trades MSTR options as a business. He is a Bitcoiner, podcaster, and outspoken critic of altcoins, with an appetite for volatility, risk management, and long-term survival in the markets.Proof of Thought's FREE newsletter (join the waitlist):https://forms.gle/F7Q4GSBJcQmnyhJ16 Video Editor: Isabel Stokes ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

👉 Join our newsletter community for Bitcoiners, investors, and operators (waitlist): https://forms.gle/gSWExsApetdGrc7z7🧠 Don’t miss future episodes — subscribe to Proof of Thought for deep Bitcoin, macro, and investing conversations.#Bitcoin #Crypto #Investing ⭐️ Follow British HODL:X: https://x.com/BritishHodlYouTube:https://www.youtube.com/@UCBGncGsI7pIDP64RYoM6rEgToday’s conversation marks our first episode of 2026 and the return of British HODL, one of the most unapologetically bullish voices on Bitcoin. British HODL is a former gold, equities, and real estate investor who went all in on Bitcoin in 2021. Originally from London, he is focused on helping people understand Bitcoin as both a financial asset and a life altering operating system.In this episode, we reflect on what went right and wrong in 2025, unpack the debasement trade and why Bitcoin lagged last year, and explore what actually matters in 2026.We discuss the growing role of Wall Street and the U.S. government, BlackRock and Larry Fink, Jamie Dimon and JP Morgan’s changing posture, and what these shifts mean for Bitcoin long term.British HODL also breaks down Microstrategy's evolving capital strategy, treasury companies, volatility as a tool rather than a risk, and why some Bitcoin treasury experiments failed while others are succeeding.We close with personal reflections, early Bitcoin mistakes he wishes he avoided, and his clearest message yet for Bitcoiners in 2026. Stick around to the end — this is one of British HODL’s most grounded and forward looking conversations to date.Timestamps:00:00 – Introduction and Background of British HODL03:50 – Subscribe & Thank You04:05 – Lessons from British HODL's Early Real Estate and Business Career06:18 – Navigating Economic Uncertainty, AI, and Career Adaptation in 202610:48 – The Debasement Trade and Why Bitcoin Lagged in 202516:53 – October 10th Bitcoin and Crypto Market Crash22:17 – BlackRock, Larry Fink, and Jamie Dimon’s Role in Bitcoin26:52 – MSTR’s Cash Reserves, Preferred Stock, and Future Innovation36:45 – Leveraging MSTR and Bitcoin Volatility39:33 – Investing in Other Treasury Companies45:04 – Bitcoin, Wall Street, and the U.S. Government46:33 – Nakamoto Bitcoin Treasury Company: What Went Wrong48:44 – Metaplanet and Smarter Web Company51:09 – What British HODL Got Right and Wrong in 202557:27 – Bitcoin’s Role in 202601:00:09 – Early Bitcoin Mistakes British HODL Wishes He Avoided01:01:43 – Final Message For 2026, Personal Reflections, and Future GoalsAbout British HODL:British HODL is a London-born investor who transitioned from gold, equities, and real estate into becoming a full-time Bitcoin advocate in 2021. He is known for his long term thinking, conviction driven approach, and focus on creating whole coiners.Video Editor: Emerson Little ([email protected])⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

GIVEAWAY:Book giveaway has been closed! Thank you for participating!Bitcoin, debt, and monetary policy are colliding — and according to Mark Moss, the next phase of the global economy will force a massive reset in how wealth is created, preserved, and destroyed. In this wide-ranging conversation, we explore Mark’s journey from early financial setbacks and losing everything in the 2008 financial crisis to discovering Bitcoin in 2013 and building companies at the intersection of macroeconomics and sound money.We break down why Mark believes we’re headed toward an economic “reverse crash,” how the Federal Reserve’s actions distort asset prices, why government debt has effectively reached its limit, and why money printing may be the only path policymakers see left. Mark also explains how to prepare for economic uncertainty step by step, the evolution of Bitcoin treasury companies, and what nation-state Bitcoin adoption could look like in the years ahead.If you want to understand how to find opportunity in an unstable economic environment, this episode is for you.⭐️ Follow Mark Moss:X: https://x.com/1MarkMossYouTube: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ Market Disruptors: http://www.youtube.com/@UCdb3vYKZ60hZM5FtC-WlYPA Timestamps:00:00 – Introduction to Mark Moss and His Early Career03:23 – Lessons from Early Financial Setbacks05:20 – Discovering Bitcoin in 201308:49 – Bouncing Back After Losing Everything in the 2008 Financial Crisis10:41 – Learning How to Use Debt the Right Way16:19 – Predictions of a Major Economic “Reverse” Crash19:00 – Understanding the Process of Economic Change23:26 – The Role of the Federal Reserve and Future Implications on Asset Prices27:51 – Preparing for Economic Uncertainty (Step by Step)34:55 – The Limits of Government Debt and Why Printing More Money May Be the Only Option Left41:00 – Inflation vs. Deflation and the Central Bank Dilemma43:47 – Why Bitcoin Hasn’t Kept Up With Global Liquidity This Cycle50:53 – The Evolution of Bitcoin Treasury Companies and Mark’s Involvement52:32 – Update on Mark’s Bitcoin Treasury Company, Satsuma56:32 – M&A and Strategic Growth in Bitcoin Treasury Companies59:15 – The Future of Bitcoin Adoption by Nation-StatesVideo Editor: Ben Mehler ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Bitcoin is changing how people think about saving, investing, and planning for the future — and according to Rajat Soni, understanding Bitcoin requires far more than just watching the price. In this wide-ranging conversation, we explore Rajat’s personal Bitcoin journey, the costly mistakes that shaped his conviction, and the lessons investors can learn about volatility, taxes, and the dangers of trying to time the market.We also dive into the role of Bitcoin treasury companies, why Michael Saylor and Strategy (MSTR) are unlikely to sell their Bitcoin, and how institutions are approaching Bitcoin differently from retail investors. Rajat shares real Bitcoin horror stories to avoid, breaks down the difference between bear markets and shakeouts, and explains how interest rates could influence Bitcoin’s path toward 2026 and beyond.From retiring on Bitcoin to imagining a Bitcoin-dominated future, this episode challenges common assumptions about Bitcoin as both a store of value and a medium of exchange. If you want a deeper, first-principles understanding of Bitcoin adoption, long-term wealth, and the mindset required to navigate the next phase of digital money, this episode is for you.⭐️ Follow Rajat SoniX: https://x.com/RajatsoniYouTube: www.youtube.com/@UCQjnK1YP7fKZyyku2nNQeOQ IG: https://www.instagram.com/rajatsonifinance/?hl=enTimestamps:00:00 – Intro01:05 – Rajat Soni’s Bitcoin Journey10:51 – Social Media Accounts to Learn More About Bitcoin12:20 – Rajat's Biggest Bitcoin Mistake and How He Bounced Back15:14 – The Four-Year Bitcoin Cycle, Market Timing Risks, Volatility, and Taxes22:00 – Bitcoin Treasury Companies and Institutional Adoption23:41 – Michael Saylor, MicroStrategy, and Why They’re Unlikely to Sell30:52 – Bitcoin Horror Stories to Avoid34:07 – Experience Working With Bitcoin Treasury Companies39:52 – Bitcoin Bear Markets vs. Shakeouts43:15 – Bitcoin’s 2026 Outlook and the Role of The Fed and Interest Rates45:50 – Retiring on Bitcoin48:45 – The Future of Bitcoin Adoption52:45 – Bitcoin as a Medium of Exchange vs. Store of Value57:55 – Bitcoin OGs and Whales Selling01:02:12 – Additional Considerations for a Bitcoin-Based Retirement01:06:20 – Imagining a Bitcoin-Dominated FutureAbout Rajat Soni:Rajat Soni is a Bitcoin educator and investor focused on helping individuals think clearly about money, risk, and long-term wealth in a world shaped by inflation and monetary debasement. Through his online presence, Rajat challenges common misconceptions about Bitcoin and emphasizes patience, conviction, and a long-term buy and hold strategy. Video Editor: Emerson Little ([email protected])Intro Song: Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Bitcoin and inflation are transforming the way we think about money, savings, and wealth — and according to Natalie Brunell, we’re only scratching the surface. In this in-depth interview, we break down how Bitcoin is quietly reshaping traditional finance, why the Fed’s 2% inflation target acts as a “silent tax,” and how companies are adopting Bitcoin as a strategic asset. Natalie also shares her insights on institutional adoption, common misunderstandings about Bitcoin, and how anyone can start building a sound wealth mindset now in the age of digital money.If you want to understand the long-term outlook for Bitcoin, the evolving role of Bitcoin in corporate finance, and the mindset shifts required to thrive in the next decade, this episode is for you.⭐️ Follow Natalie Brunell:X: https://x.com/natbrunellYouTube: https://www.youtube.com/@nataliebrunellIG: https://instagram.com/natbrunellBook: Bitcoin is for Everyone:https://amazon.com/dp/1804091138Timestamps:00:00 – Intro & Natalie Brunell’s Background05:17 – Bitcoin, Inflation, and Wealth Building10:02 – Is the Fed’s 2% Inflation Target a “Silent Tax”?14:04 – Natalie’s Perspective on Bitcoin Treasury Companies17:59 – Institutional Adoption and Its Implications21:12 – The Biggest Misunderstanding About Bitcoin24:00 – Bitcoin as a Savings Technology26:05 – How Bitcoin Changed Natalie’s View of Time and Money29:13 – Bitcoin Assumptions to Challenge Heading Into 202631:23 – How Many Hours It Takes to Truly Understand Bitcoin34:11 – Bitcoin Over the Next Four Years36:50 – Bitcoin’s Role in Traditional Finance Over the Next Decade38:28 – Hope and Empowerment Through Bitcoin41:15 – Educating Others About Bitcoin42:44 – Common but Easy Mistakes Bitcoin Newcomers Make43:30 – A Day in the Life of Natalie Brunell44:24 – Something That Would Surprise Natalie’s Audience45:10 – Best Bitcoiner to Interview on Proof of Thought Right Now45:46 – Embracing Fearlessness in Life47:21 – Where to Follow NatalieAbout Natalie Brunell:Natalie Brunell is an award-winning journalist, educator, and host of the hit show Coin Stories, where she interviews leading Bitcoin thinkers and educates the public on sound money and wealth-building strategies. Her work focuses on financial literacy, long-term wealth, and empowering individuals to challenge traditional assumptions about money and time. In fall 2025, she published her debut book, Bitcoin is for Everyone, a powerful and accessible guide to understanding money and Bitcoin as the foundation for economic empowerment.#Bitcoin #Crypto #InvestingVideo Editor: Ben Mehler ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Bitcoin has surged 5x since 2023... but according to Matt Prusak, we are still in the early innings. In this in-depth interview, we break down why the recent selloff is a great opportunity for long-term investors, why the U.S. government is quietly accelerating its Bitcoin strategy, and the critical regulatory catalyst that could ignite the next major rally. Matt also breaks down how his company American BTC is leveraging a dual strategy to build a multi-billion dollar company at the intersection of Bitcoin, AI, energy, and data centers. If you want to understand the long-term price outlook for BTC and the political chess game being played, this episode is for you.⭐️ Follow Matt Prusak & American BTC (ABTC):X: https://x.com/MattPrusakABTC Website: https://www.abtc.com/Timestamps:00:00 – Intro & Matt Prusak’s Background05:28 – American BTC (ABTC): Bitcoin Accumulation Strategy Explained10:18 – Is ABTC Building AI Projects Using Its Bitcoin Mining Infrastructure?12:08 – Why Bitcoin Mining Infrastructure Is Powering the 2025 AI Buildout14:28 – What Inning Are We In? The Moat & Long-Term Cash Flow Potential for Bitcoin Miners17:25 – Bitcoin Price Outlook: What’s Happening Now & Will It Recover in 2026?20:18 – Matt’s View on a U.S. Strategic Bitcoin Reserve22:27 – Why the U.S. Government Is Quietly Racing to Acquire Bitcoin24:07 – Gold’s Surge: What It Signals & What It Means for Bitcoin’s Price30:35 – Will the U.S. Government Reset the Financial System by Selling Gold to Buy Bitcoin?32:53 – Could the Clarity Act Spark a Major Shift in Bitcoin & Crypto Sentiment?35:27 – Clarity Act Odds of Passing & Key Benefits for Bitcoin Companies37:21 – Matt’s Meeting with the Federal Reserve: Why Bitcoin Matters to the Fed39:19 – How the 2026 Federal Reserve Chair Could Impact Markets & Bitcoin41:22 – Matt’s Vision: What Success Looks Like for American BTC Over the Next Four Years43:06 – Where to Follow Matt Prusak & Learn More About ABTCAbout Matt Prusak:Matt Prusak is the President of American BTC, a company focused on long-term Bitcoin accumulation. A graduate of the Stanford Graduate School of Business, Schwarzman Scholar at Tsinghua University, and a former Visiting Scholar at the University of Cambridge, Matt brings a global perspective to how Bitcoin will reshape monetary policy, national strategy, and capital markets. He earned his B.A. from the University of Southern California, graduating Summa Cum Laude. Known for his “run lean, build fast, stack sats” mindset, Matt is dedicated to capitalizing on Bitcoin’s potential in the decades ahead.Intro Song:Electronic Future Beats_Fadeout by QubeSounds📩 Promote your brand with Proof of Thought. For sponsorship & partnership opportunities, contact [email protected] ⚠️ DisclaimerThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights!⭐️ Follow Frans on XX: https://x.com/FransBakker9812Today’s conversation is with Frans Bakker — one of the sharpest and earliest investors to recognize the explosive upside in the Bitcoin mining sector. Frans has built a reputation for spotting major market inflection points early, developing deep operator-level insight into the mining industry, and backing high-conviction investments with a differentiated, research-driven approach.Frans’ journey into Bitcoin mining started a few years ago, well before the recent wave of institutional interest. What began as curiosity quickly evolved into a full analytical framework — one that allowed him to identify the miners positioned to scale, survive, and outperform.In this episode, we break down the biggest questions shaping Bitcoin mining in 2025 and beyond:📈 Why did it take the market so long to recognize the massive Bitcoin mining trade of 2025?💰 What makes Iren such a standout — and how does Frans size its long-term market cap potential?🛠️ Which metrics actually matter when evaluating miners today?🧩 And how can options supercharge returns in this sectorWe dive into how Bitcoin miners have evolved, what has driven this year’s exponential growth, and where the opportunities — and risks — truly lie.Frans also shares insights from meeting Iren’s leadership team, his views on whether we’re in an AI bubble, and how living internationally shapes his macro and investing perspective. Stick around through the end — Frans gives one of the clearest theses on miners you’ll hear anywhere.Timestamps:00:00 – What initially got Frans interested in the Bitcoin mining sector01:20 – How miners differentiated themselves in the early days04:27 – The metrics Frans used to evaluate miners and what stood out05:55 – How the Mining Mafia community supported his investing journey08:50 – What price Frans bought Iren at and his dollar-cost-averaging approach12:08 – Using call and put options to enhance gains15:22 – What has changed for miners and what drove their exponential growth this year17:47 – Why the market was late to recognize the massive Bitcoin mining trade of 202520:42 – Frans’ target market cap valuation for Iren27:38 – Are we in an AI bubble? What part of the cycle are we in?31:05 – Downside risks to the Iren and miner thesis34:40 – Frans’ meeting with Iren’s leadership team — key insights37:21 – Takeaways from Iren’s most recent earnings call42:25 – How long Frans has been investing and what got him started46:30 – How Frans identifies major trends before they take off49:33 – Frans’ top 3 people to follow on X for investing alpha51:33 – How living internationally shapes Frans’ investing strategyVideo Editor: Ben Mehler ([email protected])Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: [email protected]

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights⭐️ Follow Halston ValenciaX: https://x.com/halstonvalenciaToday’s conversation is with Halston Valencia — Bitcoin educator, marketing director, and entrepreneur whose viral Bitcoin posts have reached millions across social media.Halston’s work bridges the gap between Bitcoin philosophy and real-world application. From leading Bitcoin marketing efforts to building her own ventures, she’s part of a new generation shaping how Bitcoin is communicated to the world.In this episode, we explore the ideas and experiences that shaped Halston’s Bitcoin awakening — and how she’s preparing for what’s next in the global economy. We cover everything from the books that transformed her thinking to how she manages her health, mindset, and optimism in an uncertain world.If you’ve ever wondered how to explain Bitcoin to skeptics, whether college is still worth it, or what the next financial reset might look like — this conversation is for you. Stick around until the end — Halston shares the books that most changed her life and what continues to give her hope for the future.Timestamps:00:00 – Halston’s viral Bitcoin post on X02:06 – Her Bitcoin awakening after reading Broken Money and The Bitcoin Standard07:21 – Is college still worth it? Best alternatives today11:45 – Working as both a Bitcoin marketing director and entrepreneur15:45 – Communicating Bitcoin to skeptics, from a marketer’s lens18:47 – Bitcoin cold storage & its role in the modern financial system21:55 – Halston’s view on today’s economy and its impact on families25:08 – How she’s preparing for an inevitable economic catastrophe27:50 – Staying healthy physically and mentally34:50 – Bitcoin book recommendations36:19 – What keeps Halston optimistic about the futureAbout Halston Valencia:Halston is a Bitcoin entrepreneur, marketing director, and educator passionate about helping people understand Bitcoin’s role in preserving freedom and financial sovereignty. She combines years of marketing experience with a deep understanding of sound money principles to communicate Bitcoin’s message clearly and effectively. Her journey into Bitcoin began after reading The Bitcoin Standard by Saifedean Ammous and Broken Money by Lynn Alden, which completely transformed how she viewed the global financial system. Outside of Bitcoin, Halston enjoys running, reading, and spending time outdoors — maintaining balance through fitness, mindfulness, and lifelong learning.Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: [email protected]

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep crypto, Bitcoin, and investing insights!⭐️ Follow Murad & SPX6900X: https://x.com/MustStopMuradToday’s conversation is with Murad, a key voice in the SPX6900 movement and a leading thinker behind the memecoin supercycle thesis.Murad’s journey spans from traditional investing to going all-in on crypto, where he has developed a unique perspective on Bitcoin, memecoins, and crypto market cycles. In this episode, we explore why Uptober didn’t pan out this year, why Murad anticipates a 5-year extended crypto cycle, and how SPX6900 and Bitcoin are positioned as hope for the next generation of investors.Murad also dives into the mission of SPX6900 to flip the S&P 500 ($45 trillion market cap), why the community enforces a no charts posting rule, his memecoin supercycle thesis, and the single most important factor for finding 100x crypto opportunities.Stick around until the end — Murad shares his favorite memecoins, potential risks to the supercycle, what keeps him optimistic, and what gives him hope for the future.Timestamps:00:00 - Intro00:20 - Why Uptober didn’t pan out this year and what’s next for crypto03:17 - Why Murad is anticipating a 5-year extended crypto cycle12:17 - Bitcoin and SPX6900 as hope for the next generation17:26 - SPX6900’s mission to flip the S&P 500 ($45 trillion market cap value)22:57 - SPX6900 delivered a 10x in 2023, a 100x in 2024. What will it do in 2025 and beyond?29:10 - Why the SPX6900 community has a no charts posting rule32:53 - How Murad got involved in the SPX6900 movement and what he sees as his role now39:18 - Murad’s memecoin supercycle thesis and how SPX6900 fits into this broader narrative42:37 - Best counter argument Murad has heard against his supercycle thesis and his response47:31 - Single most important factor for finding a 100x in crypto and a successful memecoin50:45 - Good and useful cults vs potential destructive ones51:20 - Other memecoins Murad has invested in and why SPX6900 is his favorite53:23 - Potential risks to the memecoin supercycle54:29 - What Murad did before crypto and what made him go all in56:36 - What keeps Murad optimistic and gives him hope for the futureAbout Murad:Murad is a crypto investor and thought leader behind the SPX6900 movement, focused on identifying asymmetric opportunities in memecoins and broader crypto markets. With deep experience in traditional investing and a bold vision for the next generation of crypto investors, Murad brings a rare combination of market insight and community-driven strategy to the space.Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: [email protected]

#Bitcoin #Crypto #Investing 🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights!⭐️ Follow Cory Klippsten & SwanX: https://x.com/coryklippstenSwan: https://www.swan.com/Today’s conversation is with Cory Klippsten, CEO of Swan.com, Bitcoin maximalist, and one of the most influential voices shaping the future of Bitcoin.Cory has spent over a decade helping build the Bitcoin ecosystem, advising and investing in more than 60 early-stage tech companies, co-founding multiple Bitcoin investment funds, and leading Swan’s mission to accelerate global Bitcoin adoption.Before Bitcoin, Cory worked at Google, McKinsey, Microsoft, and Morgan Stanley, and earned his MBA from the University of Chicago. He grew up in Seattle, split 15 years between New York and Chicago, and now lives in Los Angeles with his wife and daughters, sneaking in basketball and travel whenever he can.In this episode, we explore one of the biggest puzzles in markets today:📉 Why are Bitcoin treasury companies trading BELOW the value of the Bitcoin they hold, and what does that mean for investors?We dig into whether this new class of Bitcoin-based equities will consolidate or explode in number, how many will survive, and where the opportunities really are. Cory shares why he’s still Bitcoin-only, his views on crypto’s other use cases, and what he expects for Bitcoin through 2025 and 2026.We also discuss Sequans Communications ($SQNS) — how their Bitcoin treasury strategy evolved, the PIPE transaction’s impact on investors, and where things could go next.Stick around through the end — Cory doesn’t hold back.Timestamps:00:00 – Intro00:12 – Why some Bitcoin treasury companies are now trading below their net asset value13:38 – Consolidation or proliferation in the Bitcoin treasury space?18:12 – How many will survive long-term?21:43 – Digital Asset Treasuries (DATs) beyond Bitcoin29:08 – Cory’s Bitcoin-only argument32:30 – Different use cases within crypto42:14 – Sequans Communications: Bitcoin strategy overview45:47 – Why Sequans’ Bitcoin purchases have slowed47:28 – Sequans' PIPE deal and effects on investors52:57 – Cory’s Bitcoin outlook for 2025–202657:34 – Cory’s history in Bitcoin58:05 – Final thoughts on $SQNSAbout Cory Klippsten:Cory is the CEO of Bitcoin financial services firm Swan.com He is a partner in Bitcoiner Ventures, El Zonte Capital, and The Bitcoin Opportunity Fund, and as an angel has funded more than 60 early stage tech companies. Before startups, Klippsten worked for Google, McKinsey, Microsoft and Morgan Stanley, and earned an MBA from the University of Chicago. He grew up in Seattle, split 15 years between NYC and Chicago, and now lives in LA with his wife and daughters. His hobbies include basketball, history and travel (Istanbul and Barcelona are favorites).Intro Song:Electronic Future Beats_Fadeout by QubeSoundsThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: [email protected]

⭐️ Follow Jeff Grant & Black Pill Capital (BPC)X: https://x.com/BlackPillCap21BPC Website: https://blackpillcapital.com/team/Today’s conversation is with Jeff Grant, CEO and Founder of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies.Jeff’s career spans over 30 years of innovation — from designing parts that orbit Earth at NASA, to inventing over 100 patented products at IDEO, InVue, and Bank of America. With a Stanford engineering background and a proven record of transforming ideas into global solutions, Jeff brings a rare combination of technical depth and investor insight to Bitcoin.In this episode, we explore how Jeff went from discovering Bitcoin to building conviction in Bitcoin treasury companies, why he believes they’re key to accelerating Bitcoin adoption, and how his engineering background shapes his investment philosophy.Jeff also breaks down his thoughts on Michael Saylor, risk management, and portfolio construction, and what it takes to identify asymmetric opportunities in this new era of Bitcoin-based equity investing.Stick around until the end — Jeff shares his vision for Black Pill Capital, how he’s bringing both investors and family along for the ride, and what success looks like for the next several years.Timestamps:00:00 - Jeff’s Background and Career Journey08:33 - Jeff’s Bitcoin Awakening18:13 - From Believing in Bitcoin to Believing in Bitcoin Treasury Companies26:54 - How Jeff’s Engineering Background Supports His Hedge Fund Approach29:56 - Most Important Features of Bitcoin From an Engineering Design Perspective33:38 - Would Jeff Add Anything to Bitcoin or Leave the Protocol Untouched?35:35 - The 4-Year Bitcoin Cycle Happening in About 4 Months for Bitcoin Treasury Companies47:33 - How Treasury Companies Can Improve the Timing of Their Bitcoin Purchases51:12 - Managing Risk: “Heads I Win, Tails I Don’t Lose Much”53:09 - Jeff’s Top Two Bitcoin Treasury Company Picks for the Next Four Years55:31 - Thoughts on Michael Saylor58:26 - Defining Success for Jeff and Black Pill Capital1:00:33 - Orange and Black Pilling His Wife and Investors1:03:12 - Where to Follow Jeff & Black Pill CapitalAbout Jeff Grant:Jeff Grant is the Founder and CEO of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies. With over 30 years of innovation experience and 117 issued utility patents (99.9th percentile in the U.S.), Jeff’s background spans NASA, IDEO, InVue, and Bank of America.A Stanford University graduate in Engineering, Jeff combines an engineer’s precision with an investor’s foresight — bringing a unique perspective to how Bitcoin and public markets will intersect in the decade ahead.Intro Song:Electronic Future Beats_Fadeout by QubeSoundsDISCLAIMERSThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.Contact: [email protected]

⭐️ Follow Jesse MyersX: https://x.com/Croesus_BTC Once-in-a-Species: https://www.onceinaspecies.com/p/once-in-a-species-73bToday’s conversation is with Jesse Myers, a leading Bitcoin thinker and the Head of Bitcoin Strategy at the Smarter Web Company in the UK. Jesse is focused on helping investors and institutions understand how Bitcoin will reshape global capital markets and unlock new financial frameworks for the decades ahead. In this episode, Jesse shares his long-term growth expectations for Bitcoin over the next 10 and 21 years, and breaks down how Bitcoin will absorb value from other major asset classes to reach those levels.We dive deep into his cutting-edge valuation framework for Bitcoin treasury companies — Price over Bitcoin Year Delivered (PBYD) — and discuss how it can be used to assess NAV premiums, risk, and valuations in the Bitcoin treasury space.Jesse also explores how Bitcoin could capture value from the fixed income market, why he expects consolidation among Bitcoin treasuries, and his thesis that a leading Bitcoin treasury company will emerge in every capital market worldwide.We close with a rapid-fire round on his work at SWC, what success will look like in a decade, and what he hopes his future self will say to him 20 years from now.Stick around until the end — Jesse delivers sharp insights into how Bitcoin will redefine finance, yield, and value itself.Timestamps:00:00 – Intro01:09 – Jesse’s Growth Expectations for Bitcoin Over the Next 10 and 21 Years10:23 – How Bitcoin Will Achieve Jesse’s Expected Growth Rate and Which Asset Classes It Will Take Value From21:17 – How Jesse Thinks About NAV Premiums and Valuations for Bitcoin Treasury Companies (Introducing PBYD)30:20 – Risk Considerations Around Bitcoin Treasury NAV Premiums38:43 – Additional PBYD Considerations: Discounting or Adjusting BTC Yield46:01 – Price-to-Earnings vs BTC Yield49:57 – Dissecting Bitcoin’s Big Opportunity in the Fixed Income Market58:37 – Consolidation in the Bitcoin Treasury Space Over the Coming Months and Years1:09:09 – Jesse’s Thesis: A Leading Bitcoin Treasury Company in Every Capital Market1:13:34 – Utility of Bitcoin treasury companies beyond bringing Trapped Capital into Bitcoin and providing Bitcoin-backed yield 1:16:21 – Limitations to Jesse’s Thesis Around Trapped Pools of Capital and Bitcoin Yield1:18:05 – Thoughts on treasury companies improving the timing of their Bitcoin Purchases1:21:53 – Rapid Fire: Jesse’s Favorite Aspect of Working at SWC1:24:10 – Rapid Fire: What Success Looks Like for SWC 10 Years From Now1:25:11 – Rapid Fire: What Jesse Hopes His 50-Year-Old Self Would Say TodayProof of Thought's FREE newsletter (join the waitlist): https://forms.gle/F7Q4GSBJcQmnyhJ16 Intro Song: Electronic Future Beats_Fadeout by QubeSoundsThis content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep investing conversations on disruptive companies, Bitcoin, crypto, and high-performing investment strategies. ⭐️ Follow Eric JacksonX: https://x.com/ericjacksonToday’s episode features Eric, one of the most outspoken Opendoor investors on social media, known for his bold thesis that Opendoor could 100x from $0.80 to $82, and then 6x again from there to $500.We dive into Opendoor’s leadership shake-up, its path forward in the real estate market, and why Eric believes Opendoor isn’t just another meme stock but a “cult” stock like Tesla and Palantir.Eric shares what changes he thinks the new leadership team must make to unlock Opendoor’s full potential, the biggest risks the company faces, and why retail investors — the “Open Army” — may be one of Opendoor’s greatest assets, generating millions of dollars in marketing value every single day.Beyond the company itself, Eric opens up about his personal investing philosophy — including diversification vs concentration, crypto, and even what Kobe Bryant’s “Mamba Mentality” means to him as an investor.Stick around until the end — you’ll hear wild stories about Eric spending over a month at Drake’s house trying to pitch him Opendoor, what a Super Bowl ad with Drake could look like, and how music like “God’s Plan” fuels his outlook on life and investing.Timestamps:00:00 - Timeline and play-by-play of the Opendoor leadership changes over the past 3 months and the impact to Opendoor’s stock price09:21 - Changes that Opendoor’s new leadership team can implement from both a technology and business perspective to reach its full potential13:02 - What the new Opendoor management team needs to be most careful about and what investment or business opportunities should they steer clear of15:25 - Why Opendoor isn’t a meme stock like Gamestop but a “cult” stock like Tesla and Palantir20:05 - Eric’s original Opendoor thesis that the stock could 100x from $0.80 to $82, and why he believes the stock can now go to $50025:27 - Biggest risks to Eric’s Opendoor thesis and how the company can mitigate them27:05 - Why the global real estate market is a huge opportunity for Opendoor31:49 - Comparing Opendoor, Uber, and Carvana business models and opportunities37:12 - How the Open Army may be generating $42 million/day in social media marketing value for Opendoor42:21 - Spending over a month at Drake’s house to convince him to buy Opendoor stock49:32 - What a Super Bowl ad with Drake and Opendoor could look like55:43 - Real estate and crypto takeaways from Eric’s recent dinner with Eric Trump1:00:25 - Diversification vs concentration: would Eric allocate more than half his liquid portfolio to Opendoor?1:07:22 - Eric’s upcoming crypto treasury company announcement1:08:52 - Going through challenging times and the meaning of Kobe Bryant’s “Mamba Mentality”1:12:30 - What Drake’s song God’s Plan means to EricAbout Eric Jackson:Eric is an investor and entrepreneur best known for his unapologetically bullish stance on Opendoor and his deep interest in disruptive companies and crypto. His conviction in Opendoor has made him one of the most talked-about figures in the retail investing community, where he continues to push bold ideas about technology, real estate, and personal resilience.

#Investing #Bitcoin #Crypto🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!⭐️ Follow British HodlX: https://x.com/BritishHodlToday’s conversation is with British Hodl, a well-known Bitcoin maximalist and former gold, equities, and real estate investor who went all-in on Bitcoin in 2021.Originally from London, British Hodl is on a mission to create whole-coiners and help people understand why Bitcoin is the most important asset humanity has ever created. His insights span markets, macroeconomics, and the personal transformation that comes with adopting a Bitcoin standard.In this episode, we dive into his thoughts on Michael Saylor, Microstrategy’s potential inclusion in the S&P500, why Bitcoin is the new hurdle rate, and the possibility of governments — including the U.S. — acquiring Bitcoin directly.British Hodl also shares his perspective on Bitcoin’s four-year cycle, the impact of interest rate cuts, and why he believes owning at least one Bitcoin is critical.We wrap up with a personal look at how Bitcoin has shaped his life beyond finance and what a day in the life of a committed Bitcoiner really looks like. Stick around until the end — British Hodl delivers some powerful advice on why it’s not too late to build your Bitcoin position and why one Bitcoin could change everything.Timestamps:00:00 - Thoughts On Michael Saylor02:21 - Will MicroStrategy (MSTR) Be Included In The S&P500? Implications For Bitcoin & Treasury Companies04:32 - Why MicroStrategy (MSTR) Could Become A $10 Trillion Company05:20 - MicroStrategy’s ATM Usage & Guidance14:05 - MicroStrategy’s Fixed Income Products23:51 - Bitcoin As The New Hurdle Rate28:50 - Thoughts On The Nakamoto (NAKA) Bitcoin Treasury Strategy31:36 - Bitcoin’s 4-Year Cycle & Structural Differences This Time Around37:19 - Upcoming Fed Interest Rate Cuts & The Impact On Bitcoin & The Broader Stock Market41:00 - Thoughts On Tom Lee’s Comments About The U.S. Government Using MicroStrategy (MSTR) To Acquire Bitcoin42:52 - Will The U.S. Government Start To Purchase Bitcoin In The Near Future?45:10 - Speaking With BlackRock & Bitcoiners In New York City (NYC)50:06 - How British Hodl’s Time In Bitcoin Changed Him Beyond Finances59:10 - Why British Hodl Thinks It’s So Important To Get To 1 Bitcoin1:04:05 - How Bitcoin Managed To Succeed Against All Odds & Who Created This Transformational Technology1:07:22 - A Day In The Life Of British HodlAbout British Hodl:British Hodl is a London-born investor who transitioned from gold, equities, and real estate into becoming a full-time Bitcoin advocate in 2021. Known for his unapologetically bullish stance, he focuses exclusively on educating others about Bitcoin and encouraging people to become whole-coiners.#Bitcoin #Crypto #Investing British Hodl: Why Bitcoin Will Hit $5 Million & MSTR To $10 Trillion – The Endgame Is Here!Outro Song: Electronic Future Beats_Fadeout by QubeSounds

⭐️ Follow Zynx: https://x.com/ZynxBTCZynx is the founder of The Bitcoin Vote UK and a leading voice in Bitcoin treasury company analysis on X. Known for his activism, strategic insight, and bold predictions, Zynx has become a great resource for understanding the dynamics of public companies holding Bitcoin.In this 2025 interview, Zynx dives deep into Bitcoin treasury strategies, the risks and opportunities in the sector, and his plan to make the market more transparent and fairer for everyday investors. From year-end price targets to activism playbooks, Zynx reveals the frameworks he uses to evaluate companies, spot red flags, and push for better shareholder alignment.Whether you’re an experienced investor in Bitcoin equities or just starting to explore the BTC treasury space, this conversation is packed with insights that could shape your strategy in the years ahead.Key Highlights:• Year-End Price Targets: Zynx’s projections for his top 3 Bitcoin treasury companies.• Bear Market Strategy: How he plans to navigate a downturn in Bitcoin and crypto.• BTC Treasury Competition vs. Coopetition: How companies interact in this unique niche.• IPO Fairness: Making public offerings more accessible to retail investors.• PIPE Deals & Incentives: Structuring capital raises to better serve shareholders.• New Access Vehicles: Will Nakamoto offer public investors favorable BTC treasury deals?• Risk Assessment: Identifying idiosyncratic and systemic risks in BTC treasury stocks.• Evaluation Frameworks: The qualitative factors Zynx values most.• Red Flags & Diversification: Avoiding pitfalls while building a smart portfolio.• Bitcoin Price Outlook: Long-term BTC projections through 2030.Whether you're tracking Bitcoin price predictions, seeking a Bitcoin explained video, or keeping up with crypto news, this interview is your all-in-one source for the most current insights in the crypto universe.Timestamps:00:00 - Intro & Year-End Price Targets for Top 3 BTC Treasury Companies07:15 - Navigating a Bitcoin & Crypto Bear Market09:45 - Competition vs. Coopetition in the BTC Treasury Space13:45 - Investing in The Smarter Web Company IPO & Fixing IPO Fairness for Retail18:34 - Aligning Shareholder Incentives in PIPE Deals21:51 - Will Nakamoto Give Public Investors Better BTC Treasury Access?24:22 - Key Takeaways from Activism Work27:25 - Future Plans for Activism & How to Get Involved30:09 - Idiosyncratic Risks in BTC Treasury Companies & the Sector as a Whole32:34 - Qualitative Factors Zynx Uses to Evaluate BTC Treasury Companies34:09 - Smart Diversification Strategies35:49 - Red Flags When Investing in BTC Treasury Companies37:43 - Where to Find Zynx & Follow His Work38:33 - Bitcoin Price Targets (2025–2030) from 2022About Zynx:Founder of The Bitcoin Vote UK, Zynx is a UK-based freedom maximalist who builds Bitcoin businesses, analyzes Bitcoin treasury companies, and advocates for Bitcoin as the ultimate safe haven.Outro Song:Electronic Future Beats_Fadeout by QubeSounds#Bitcoin #Crypto #Investing Bitcoin Interview: The Future of Bitcoin, Treasury Companies & Activism in Public Markets in 2025Zynx: How Bitcoin Will Transform Investing [2025]

Today’s episode features Bitcoin advocate and investor Sunny Po. Sunny has crafted a unique, long-term strategy of investing in Bitcoin while shorting fiat currency — an approach that has allowed him to generate impressive returns, outperforming traditional benchmarks like the S&P 500 and hedge funds.Sunny shares how he created $115k seemingly out of thin air in just 24 months with a blended 212% investment return. We also discuss his disciplined debt management plan from day one and how he tracks monthly progress to stay on course.We dive deep into his risk management strategies, tax approaches modeled after billionaires like Jeff Bezos, Elon Musk, and Warren Buffett, and his choice to forego withholding taxes to maximize Bitcoin investments today.This episode also covers the emotional side of investing in volatile assets like Bitcoin and how Sunny stays level-headed through market swings. Plus, he offers insights on the longevity of the long Bitcoin/short fiat trade, fundamentals driving Bitcoin’s price upward, and his views on corporate Bitcoin investors like Microstrategy and Metaplanet.Stick around to the end where Sunny discusses escaping the financial “matrix” and learning to play the game to your advantage — along with the tweet he expects to cherish in five years.Timestamps:00:00 - Was Bitcoin meant for the masses or will it be an asset for the 1%?07:20 - Sunny’s novel way of investing in Bitcoin10:41 - Creating $115k out of thin air14:03 - Using Bitcoin to outperform the S&P 500 and hedge funds15:41 - The mechanics of Sunny’s long bitcoin, short fiat trade19:07 - Sunny’s day 1 plan for long-term debt management20:48 - Monthly progress tracking22:00 - Managing and mitigating upfront risks26:47 - Tax strategies to buy more Bitcoin, inspired by Jeff Bezos, Elon Musk & Warren Buffett29:43 - Choosing no withholding on W-4 to invest in Bitcoin now32:48 - Issues faced with these strategies so far34:21 - Managing emotions when investing, especially in volatile assets like Bitcoin 36:24 - What Sunny would do differently if starting his Bitcoin investment plan today38:25 - Duration of the long Bitcoin / short fiat trade40:30 - Why Bitcoin’s price will keep going up — fundamentals explained43:19 - Views on Microstrategy and Metaplanet’s corporate Bitcoin strategy46:45 - Escaping the matrix vs mastering the game49:10 - The tweet Sunny will appreciate most in 5 years50:43 - Where to follow Sunny and keep up with his journeyAbout Sunny Po:Sunny Po is a Bitcoin advocate and investor known for his innovative long Bitcoin / short fiat trade strategy. He combines disciplined financial and debt management with savvy tax planning to maximize Bitcoin accumulation, aiming to capitalize on Bitcoin’s historic growth potential. Sunny is quickly becoming a thought leader in the Bitcoin investing community and shares his journey openly to help others succeed.Outro Song: Electronic Future Beats_Fadeout by QubeSounds

#Crypto #Bitcoin #InvestingToday’s guest is Mister Lee Winbush, a technology professional and early Bitcoin thinker.Mister Lee has spent decades working in IT and brings a unique perspective to Bitcoin, connecting lessons from zero-trust architecture and digital transformation to the evolution of money. In this conversation, he shares why Bitcoin is different from every other crypto project, and we discuss why it will reach $1 million per coin over the next decade and $10 million per coin the decade after, and why holding even 0.1 BTC will be big. We also explore first principles around digital property, proof-of-work vs. proof-of-stake, the importance of community, and how to think about positioning yourself before widespread Bitcoin adoption. Finally, Mister Lee reflects on what Bitcoin might be remembered for 50 years from now, and the personal contributions he hopes to make to this movement.⭐️ Follow Mister Lee WinbushX: https://x.com/LeeWinbush⏳ Timestamps:00:00 – Into & Mister Lee’s background01:24 – What got Mister Lee into Bitcoin06:30 – Why so many in the mainstream still ignore Bitcoin10:00 – Lessons from Mister Lee’s IT career: best practices that apply to Bitcoin15:25 – Zero trust architecture explained21:00 – First principles: what is digital property, digital money, and digital energy?26:45 – First principles: Proof of Stake vs. Proof of Work30:55 – First principles: why there will never be another Bitcoin35:24 – First principles: the impact of institutionalizing Bitcoin38:50 – Front running widespread Bitcoin adoption43:45 – Engaging with the Bitcoin community online and locally49:00 – The biggest misunderstanding about Bitcoin today49:45 – Is Mister Lee interested in any other crypto projects besides Bitcoin?52:50 – Mister Lee’s favorite Bitcoin book57:05 – Finding joy in the world1:00:50 – What Bitcoin will be known for in 50 years1:01:46 – The contributions to Bitcoin Mister Lee wants to be remembered forAbout Mister Lee Winbush:Mister Lee is an experienced IT professional and Bitcoin investor and advocate. Drawing from years of work in secure systems and architecture, he explores how decentralization, security, and community-driven innovation are shaping the future of digital property and value.Outro Song:Electronic Future Beats_Fadeout by QubeSounds#Bitcoin #Crypto #Investing Lee Winbush: Why Bitcoin Is Going To $1 Million Per Coin Over The Next Decade and $10 million In The Following Decade, The Digital Transformation of Value Is Here!

#Crypto #Bitcoin #investing #Microstrategy #Metaplane🧠 Subscribe to our newsletter:https://forms.gle/dHpgkwwMmsfyosqf6⭐️ Follow Adrian MorrisX: https://x.com/Adrian_R_MorrisToday’s interview is with Adrian Morris – a techie, AI super-user, and Bitcoin thinker who has been carving out a unique voice in the Bitcoin and Bitcoin-equities space.Adrian has an unconventional journey. He studied computer science, sociology, psychology, management information systems, and business analytics before working across recruiting, analytics, finance, and systems implementation. He now also works as an AI consultant, helping clients prepare for the future of artificial intelligence.Somewhere along this path, Adrian had his “Bitcoin awakening,” which led him deep into the Bitcoin ecosystem and the corporate Bitcoin strategies shaping the future of finance.In this conversation, we explore Bitcoin’s evolving role in corporate strategy (from MicroStrategy to Metaplanet), the concept of a “Bitcoin Surge Protector,” why portfolio concentration beats over-diversification, and why Bitcoin plus BTC equities may define this crypto cycle.We also dig into how Bitcoin is reshaping companies, jobs, and social media narratives—and why Adrian believes authenticity is critical in this space.Make sure to watch to the end, where Adrian shares what he believes most people still misunderstand about Bitcoin today, and how he hopes to be remembered in the broader Bitcoin story.Timestamps:00:00 - Introduction Adrian’s Background and Career Journey02:21 - Adrian’s Bitcoin Awakening5:48 - MicroStrategy and the Corporate Bitcoin Strategy9:27 - Investment Discipline and Portfolio Management13:55 - Diversification vs Concentration17:11 - Metaplanet Performance and Its Future Potential20:50 - Crypto Market Cycles and the Bitcoin Surge Protector Concept28:35 - Bitcoin + BTC Equities: A New Cycle37:29 - MSTR’s Path to S&P 500 Inclusion41:30 - The Future of Jobs in Bitcoin Treasury Companies44:10 - Importance of Social Media Authenticity in the Bitcoin Space48:18 - Expectations for Bitcoin in Q3 and Q450:48 - Biggest misunderstanding about Bitcoin today & Understanding Bitcoin as a Social Network51:47 - How Adrian hopes to be remembered in the broader Bitcoin storyAbout Adrian Morris:Adrian Morris is a Bitcoin advocate and AI consultant based in Arizona. A member of the MSTR True North community, he writes and speaks about Bitcoin, AI, and the intersection of technology and finance.#Bitcoin #Crypto #Investing #Microstrategy #Metaplanet #TreasuriesAdrian Morris: Why this Bitcoin & Crypto Cycle Will Be Like No Other – Huge Q4 2025 Expectations!Adrian Morris: Bitcoin, Microstrategy, and Metaplanet Will Dominate In 2025

Today’s guest is investment manager and long-time sound money advocate Larry Lepard. Larry is a Harvard MBA and seasoned investor who made early bets on the internet in the 1990s before turning to gold, silver—and eventually, Bitcoin. He was buying BTC when it was just $300, and in this wide-ranging conversation, Larry shares why he believes another “Big Print” is coming, how Bitcoin fits into the future of monetary policy, and why he thinks 0.1 BTC could become a life-changing amount.We also discuss how monetary and fiscal policy have created a cycle of boom and bust, the mechanics of the Silicon Valley Bank bailout, and why the Fed may be heading toward a debt and currency crisis. Finally, Larry gives his thoughts on AI’s economic impact and how Bitcoin could serve as a hedge, medium of exchange, and check against fiscal excess.⭐️ Follow Larry LepardX: https://x.com/LawrenceLepardWebsite: https://ema2.com/Book: https://www.amazon.com/Big-Print-Happened-America-Sound/dp/B0DVTCVX8J⏳ Timestamps:00:00 - Intro01:33 - When Larry became a serious Bitcoin investor & saw “The Big Print” coming09:25 - Are we all playing musical chairs with Fed policy11:39 - Why did low rates lead to growth, not collapse, post-GFC?14:32 - Why does the Fed keep repeating boom-bust cycles15:18 - Larry’s response to Warren Buffett on fiscal/monetary stimulus response during previous crises 18:07 - COVID-era monetary expansion and unintended consequences19:51 - Balancing free markets with emergency stimulus21:18 - Post-GFC regulations and the SVB collapse23:58 - How SVB was “bailed out” despite Dodd-Frank29:20 - What could’ve been done differently? Were Larry’s deposits insured?31:42 - What happens to assets the Fed buys in crises?33:59 - How more money printing in the U.S. could lead to a debt or currency crisis40:06 - Can the Fed still course-correct—or is it too late40:30 - When will the next “Big Print” happen?41:19 - Why elite institutions overlook these macro issues42:59 - How AI and job losses could influence monetary/fiscal response45:52 - Why Bitcoin is a powerful medium of exchange48:24 - Should governments adopt Bitcoin?52:48 - If the U.S. held Bitcoin & gold, would that enable even more printing?54:07 - Closing thoughts & key takeaways from Larry’s bookAbout Larry Lepard:Larry founded Equity Management Associates in 2006. EMA invests in high-conviction, value-oriented opportunities around the world. A Harvard MBA, former pilot, and competitive CrossFit athlete, Larry brings a unique combination of insight, intensity, and clarity to the global investing conversation.#Bitcoin #Crypto #MonetaryPolicy #Investing #Gold #Silver #Miners Larry Lepard: Why 0.1 Bitcoin Could Be Life-Changing, The Fed’s Big Mistake, and What Comes Next

🔔 Subscribe and like to help us continue delivering weekly episodes with the best minds in Bitcoin, crypto, business, policy, and investing. Turn on notifications so you never miss a release.Inside the Federal and State-Level Bitcoin Revolution and Adoption | Dennis Porter on Strategic Reserves, DC Politics, and the Future of U.S. Bitcoin AdoptionDennis Porter joins the show to break down what’s really happening behind the scenes in Washington D.C. and in state legislatures around Bitcoin policy. From the rise of the Strategic Bitcoin Reserves (SBRs) to the pro-Bitcoin shift in U.S. politics, Dennis shares exclusive insights you won’t hear anywhere else.We cover:• Why Dennis started the Satoshi Action Fund• The most promising strategies for passing Bitcoin bills at the state level• What actually happened with the Strategic Bitcoin Reserve in Florida and what comes next• Whether the federal government will buy Bitcoin• Dennis’ long-term vision for Bitcoin in America👇 Timestamps00:44 – Dennis Porter’s Journey Into Bitcoin: From Politics to Crypto Advocacy03:57 – Why Dennis Founded the Satoshi Action Fund (and What It Does for Bitcoin)09:20 – Dennis Porter’s Biggest Win in Bitcoin Policy So Far13:30 – How Washington DC Flipped from Anti-Crypto to Pro-Bitcoin22:28 – Critical U.S. Crypto Market Structure Laws That Could Impact Bitcoin’s Future24:20 – How States Can Build Strategic Bitcoin Reserves (SBRs)33:21 – Why States Could Use Unclaimed Funds to Buy Bitcoin34:30 – Blueprint for Structuring a State Strategic Bitcoin Reserve37:32 – Why Florida Rejected the Strategic Bitcoin Reserve Bill39:49 – Top Concerns About Bitcoin by Lawmakers (and How Dennis Responds)45:05 – Why Dennis Porter Focuses His Bitcoin Advocacy on State Governments52:00 – Will the U.S. Government Buy Bitcoin? Here’s What Could Happen53:39 – Dennis Porter’s Advice for Lawmakers on Bitcoin and Crypto55:05 – Dennis Porter’s 10-Year Bitcoin Prediction (2025–2035)📈 Follow Dennis Porter on X:🔹 @Dennis_Porter_ - https://x.com/Dennis_Porter_📈 Follow us on X:🔹 ProofOfThought - @ProofofThoughtX - https://x.com/ProofofThoughtX🔹 Charles – @CharlesOdeiiii - https://x.com/charlesodeiiii🔹 Brad – @Braddendum - https://x.com/Braddendum📢 Like, comment, and subscribe if you’re passionate about Bitcoin’s future and the growing movement at both the state and federal levels.💬 What do you think about the idea of a Strategic Bitcoin Reserve? Should your state pass one?DISCLAIMER:This content is for informational purposes only. Nothing in this episode constitutes financial or investment advice. Please do your own research and consult a licensed advisor before making any investment decisions. The views expressed are those of the individual speakers.#Bitcoin #StrategicBitcoinReserve #CryptoPolicy #DennisPorter #SatoshiActionFund #BitcoinAdoption #PublicPolicy #BTC #Florida #TexasStrategicBitcoinReserve #texas #NewHampshireStrategicBitcoinReserve #NewHampshire #ArizonaStrategicBitcoinReserve #Arizona #FloridaStrategicBitcoinReserve #Florida #StateLegislation #BitcoinUSA #CryptoRegulation #HardMoney #FederalReserve #BitcoinInfrastructure #MacroPolicy #DeepConversations

🔔 Follow and like to help us continue to deliver weekly episodes with the best minds in Bitcoin, crypto, and investing. Turn on notifications now to hear about new videos as soon as they’re released. *This video was recorded May 22, 2025.Metaplanet Is Just Getting Started: Bitcoin, Japan, and the Future of Treasury-Backed Stocks. In this episode, we’re joined by Peter Duan (@BTCBULLRIDER) and Climb That Ladder (@ActuallyClimber) Climb. We discuss:- Why Metaplanet still has room to run after already delivering a ~37x return in ~1 year- How to think about BTC treasury companies like MicroStrategy and Metaplanet- Whether rotating between Bitcoin proxy stocks makes sense- Building a following on X, learning in public, and leveling up as an investor- First principles investing and how to survive hard patches👇 Timestamps00:12 - How Climb got his start in investing01:27 - How Pete started investing03:55 - Why Climb went all-in on Metaplanet in April 202507:17 - Why marketing and community matter for BTC treasury companies16:00 - Metaplanet stock as a Bitcoin call option without the downside20:14 - After a ~37x run, why Metaplanet may still have room to run24:26 - How to bounce back from tough investing stretches25:43 - Rotating between BTC proxy stocks — worth it?30:10 - Growing a following on X from scratch41:00 - What’s inspiring Climb and Pete right now📈 Follow our guests on X:🔹 Climb – @ActuallyClimber🔹 Pete – @BTCBULLRIDER📈 Follow us on X:🔹 Charles – @CharlesOdeiiii🔹 Brad – @Braddendum📢 If you enjoy conversations like this, support the pod by liking, subscribing, and leaving a comment below.💬 What’s your take on Metaplanet vs MicroStrategy? Would you buy here?DISCLAIMER: This content is for informational purposes only. Nothing is financial or investment advice. Always do your own research and consult a professional before making any investment decisions. The views expressed are those of the guests and hosts individually.#Bitcoin #MicroStrategy #Metaplanet #Investing #Japan #MichaelSaylor #HardAssets #Inflation #FederalReserve #DylanLeClair #SimonGerovich #Crypto #Gold #FiscalStimulus #NationalDebt #DeepConversations #MacroInvesting #BitcoinTreasury #Stocks

In this deep-dive interview, Brian and I explore Bitcoin investment strategies, Microstrategy's (traded as $MSTR, recently rebranded as Strategy) trajectory under Michael Saylor, and how to analyze other Bitcoin treasury companies like Metaplanet and Semler Scientific. Brian shares unique first-principles frameworks for evaluating Bitcoin, discusses GameStop’s Bitcoin strategy, and unpacks key concepts like ATM financing instruments, convertible notes, and preferred stock. We cover the technology adoption curve of Bitcoin, the implications of Strategy’s Nasdaq 100 inclusion for a potential future S&P 500 listing, and how leveraging debt can amplify Bitcoin exposure. Brian also reveals his favorite Bitcoin treasury company beyond MicroStrategy, his insights on Jack Mallers’ 21 Capital with Cantor Fitzgerald and Tether, and how a multilingual background can provide an edge when evaluating global Bitcoin opportunities like Metaplanet. Whether you’re a seasoned investor or new to the world of Bitcoin, crypto, and Bitcoin treasury strategies, this conversation will help you think critically about how to approach Bitcoin investing from both short- and long-term perspectives. Timestamps:0:43 - Strategy’s “42 42 Plan” explained2:20 - Short-term vs long-term Bitcoin investing2:42 - ATM instruments, convertible notes, and preferred stock: key differences5:45 - GameStop’s surprising Bitcoin strategy7:59 - Technology adoption curve for Bitcoin and crypto10:05 - Strategy’s Nasdaq 100 inclusion and implications for S&P 500 eligibility13:19 - First Principles: Evaluating Bitcoin if starting today16:34 - First Principles: Using arbitrage and debt to buy Bitcoin20:18 - First Principles: How Bitcoin changed Brian’s investing24:00 - Key KPIs to analyze Strategy/MicroStrategy ($MSTR) 29:17 - Analyzing Bitcoin treasury companies without a finance background32:13 - Jack Mallers’ 21 Capital, Cantor Fitzgerald, and Tether35:34 - Brian’s excitement about Bitcoin’s future36:47 - Brian’s favorite Bitcoin treasury company beyond Strategy/MicroStrategy39:24 - How Brian’s Japanese degree helps with Metaplanet analysis40:05 - Brian’s view on Semler Scientific ($SMLR)42:14 - Brian’s current reading and listening list 43:13 - Researching Metaplanet’s “ATM-like” financing instrument44:43 - Where to follow Brian ➡️ Don’t miss this essential discussion on Bitcoin investing, Michael Saylor, MicroStrategy, Metaplanet, Semler Scientific, Jack Mallers, GameStop, Tether, and the future of Bitcoin treasury strategies. Like, comment, and subscribe for more! Follow Brian:X – https://x.com/btc_overflow Follow Our Podcast: X - https://x.com/ProofofThoughtX Podcast on Spotify - https://tinyurl.com/3xhw66se Podcast on Apple - https://tinyurl.com/3tb2vujk Follow Us: Charles on X - https://x.com/charlesodeiiii Brad on X - https://x.com/Braddendum Follow our channel!Followers on day of upload: 7

James Lavish expects a massive new monetary print from the Fed — and he’s betting big on Bitcoin. In this episode, Bitcoin Opportunity Fund co-founder and managing partner James Lavish breaks down why another $5 to 20 trillion in stimulus may be on the way...and how investors can prepare.We break down the Fed’s latest moves, inflation risks, and the opportunities in publicly traded Bitcoin treasury companies. From macro volatility to Bitcoin treasuries, from debt spirals to asymmetric investing — James gives you the playbook he’s using to navigate today's increasingly uncertain economic environment.If you’re wondering where we go next — and how to position yourself for the next wave of economic upheaval — and opportunity. This is an interview you don’t want to miss.*This video was recorded May 1, 2025.This episode is for educational purposes only and not financial advice. Always do your own research or speak to a licensed financial advisor.00:00 Intro 01:22 Recent macroeconomic data and Federal Reserve expectations08:48 James’s work at The Bitcoin Opportunity Fund18:10 How James’ fund is investing in a volatile 2025 macro climate 21:54 Running a company on the Bitcoin standard and hedging bets 24:26 Investing in publicly traded Bitcoin treasury companies — and responding to critics32:50 First Principles: How to value Bitcoin treasury companies and identify the best bets38:35 First Principles: Could a U.S. Strategic Bitcoin Reserve reduce the U.S. debt and what impact would it have on the U.S. dollar 46:43 The next big monetary print 54:08 The book that changed how James thinks about investing55:46 James’s Bitcoin price prediction for 2030 Follow James:X – https://x.com/jameslavishNewsletter – https://www.jameslavish.comThe Bitcoin Opportunity Fund – https://www.bitcoinopportunity.fundFollow Our Podcast: X - https://x.com/ProofofThoughtX Podcast on Spotify - https://tinyurl.com/3xhw66se Podcast on Apple - https://tinyurl.com/3tb2vujk Follow Us: Charles on X - https://x.com/charlesodeiiii Brad on X - https://x.com/Braddendum

Bitcoin is coming for your corporate balance sheet. In this episode, Semler Scientific Chairman Eric Semler breaks down why public companies are adding Bitcoin to their balance sheets—and how it could completely reshape corporate finance over the next decade.He explains:▫️The origin of Bitcoin treasury companies and what most people misunderstand▫️How to convince the board, management, and shareholders to buy Bitcoin▫️Why Semler Scientific believes Bitcoin maximizes shareholder value▫️The overlooked advantage of having a separate CEO and Chairman▫️Why using preferred stock and fixed income products to buy Bitcoin could supercharge returns▫️Advice for companies looking to build long-term value through a Bitcoin strategy*This video was recorded April 29, 2025.This episode is for educational purposes only and not financial advice. Always do your own research or speak to a licensed financial advisor.Timestamps:00:00 Intro01:19 Origin of Bitcoin treasury companies02:56 Business Competition vs. Coopetition05:35 Convincing the board, shareholders, and management to buy Bitcoin08:01 Past technologies similar to Bitcoin10:11 How investing shaped Eric’s business strategy16:51 First Principles: Semler’s Bitcoin playbook20:42 Long-term investing mindset21:10 Using preferred stock/fixed income to buy Bitcoin22:16 First Principles: Building a meaningful career24:48 Advantages of having a Bitcoin-focused chairman and separate CEO26:41 What banks and Bitcoin integration could look like in 5–10 years28:28 Using gold to value Bitcoin30:39 Advice for companies adding Bitcoin to their balance sheet33:34 Three zombie companies that should adopt Bitcoin: Zoom, Yelp, Viant36:45 Would Semler Scientific acquire a high cash-flow business or another Bitcoin treasury company?38:15 “Make every day a masterpiece” — tribute to Bill Walton39:40 What Eric is currently reading and learning40:48 Where to follow Eric Follow Eric:Eric on X - https://x.com/SemlerEric Semler Scientific Bitcoin Dashboard - https://ir.semlerscientific.comSemler Scientific's Healthcare Business - https://www.semlerscientific.com/semlerFollow Our Podcast:X - https://x.com/ProofofThoughtXInstagram - @ProofOfThoughtPodTikTok - @ProofOfThoughtPodPodcast on Spotify - https://tinyurl.com/3xhw66sePodcast on Apple - https://tinyurl.com/3tb2vujkFollow Us:Charles on X - https://x.com/charlesodeiiiiBrad on X - https://x.com/BraddendumFollow our channel!

Dan Hillery joins us today for Episode 2 of the Proof of Thought Podcast. Is there a smarter way to invest in Bitcoin and everything surrounding it? This will change how you think about wealth, risk, and opportunity in the next decade.*This video was recorded April 17, 2025.Dan reveals:▫️ How he transitioned from simple index funds to going all in on Bitcoin▫️ Why he shifted part of his BTC allocation to Strategy (formerly MicroStrategy) stock—and what most investors miss▫️ The #1 risk he sees for Bitcoin today▫️ How he uses first principles thinking to analyze memecoins, options, and market cycles▫️ The entrepreneurial insights that led him to create his own options platform, Achilles Intelligence▫️ Why he believes MSTR options are in a league of their own▫️ What Dan would never do with his own Bitcoin—and whyThe information in this episode is for educational purposes only and should not be considered financial advice. Always do your own research or speak to a licensed financial advisor before making any investment decisions.Timestamps:00:00 Intro01:30 Starting Young in Investing04:09 From Index Funds to Bitcoin06:51 Navigating Risk With Bitcoin & MSTR09:24 BTC vs. MSTR Allocation Strategy10:29 Rebalancing Over Time12:28 The Biggest Risks to Bitcoin and MSTR14:15 How Dan Handles Market Shocks16:49 The Investors Who Shaped His Thinking18:58 Bitcoin vs. Altcoins21:05 First Principles: Memecoins & Expected Value25:20 First Principles: Why MSTR Options Are in a League of Their Own29:55 First Principles: Why MSTR Trades at a Premium to NAV36:35 First Principles: MSTR vs. MSTY vs. STRK vs. STRF46:59 Entrepreneurial Opportunities in Crypto49:23 Why He Created Achilles Intelligence51:38 Early Investing Mistakes and Lessons54:32 Most Interesting Bitcoin Innovation Today55:24 Dan’s Personal Social Media Content Strategy56:09 Would He Ever Loan Out His Bitcoin?57:07 Dan’s North Star59:05 What Dan Is Reading and Listening To1:00:17 Where to Follow DanFollow Dan: Dan on X - https://x.com/hillery_dan?lang=enDan on YouTube - https://www.youtube.com/@UCazR7E8kze4_JD35aJQMa2QLinkedIn - http://linkedin.com/in/daniel-hillery-898255226Achilles Intelligence Website - http://achilles-intelligence.com Follow the Podcast:Instagram: @ProofOfThoughtPod X: @ProofOfThoughtX TikTok: @ProofOfThoughtPod Podcast on Spotify: Proof of ThoughtPodcast on Apple: Proof of Thought Follow Us: Charles on X: https://x.com/charlesodeiiii Brad on X: https://x.com/Braddendum Follow our channel!

Matt Hougan joins us today for Episode 1 of the Proof of Thought Podcast. The crypto revolution is just beginning and will reshape everything from corporate treasuries to how nations store value. Matt, the CIO of Bitwise, breaks down what’s coming next and how to position yourself for it.*This video was recorded March 25, 2025.In our very first episode, Matt reveals:▫️Why this wave of Bitcoin Standard Corporations is here to stay.▫️Whether MicroStrategy is a masterstroke or a mirage.▫️Why we may be on the verge of many more sovereigns buying Bitcoin.▫️How stablecoins could reshape U.S. debt, trust, and the financial system.▫️Which crypto narratives still have legs.▫️How to generate real income from Bitcoin holdings.▫️The most exciting business opportunities in crypto right now.The information in this episode is for educational purposes only and does not constitute financial advice. Always do your own research or speak to a licensed advisor before making any investment decisions. Timestamps: 00:00 Intro01:30 Why More Companies Are Turning Their Treasuries Into Bitcoin (feat. Bitwise’s Bitcoin Standard Corporations ETF)05:07 Skepticism About MicroStrategy and Other Bitcoin Treasury Companies and What People Get Wrong 08:14 The New U.S. Strategic Bitcoin Reserve and What Central Banks Around the World Will Do Next11:23 U.S. Fort Knox Gold vs. Strategic Bitcoin Reserve and the Future of U.S. Hard Reserve Assets13:40 Nation State Game Theory in the U.S. Buys Bitcoin or Sells Gold to Do It14:59 Why Ethereum ETFs Underperformed Expectations, What People Get Wrong, and What’s Next17:28 Solana ETFs and Its Post-Meme Coin Narrative19:21 First Principles: Why Stablecoins Could Fund $1 Trillion of U.S. Debt25:21 First Principles: Importance of Trust in Cryptocurrency, Bitcoin, and Stablecoins30:21 First Principles: Parallels Between Cryptocurrency and ETF Adoption34:14 The Most Exciting Business Opportunities in Crypto Today36:48 The Impact of Institutional Adoption on Cryptocurrency Market Cycles38:59 Generating Income From Bitcoin and Unicorn Business Opportunities41:37 What Matt Is Reading and Listening To42:50 Where to Keep Up With MattFollow Matt:Matt on X: @Matt_HouganBitwise Asset Management on X: @BitwiseInvestFollow the Podcast:Instagram: @ProofOfThoughtPodX: @ProofOfThoughtXTikTok: @ProofOfThoughtPodPodcast on Spotify: Proof of ThoughtPodcast on Apple: Proof of ThoughtFollow Us:Charles on X: @CharlesOdeiiiiBrad on X: @BraddendumFollow our channel! Followers on day of upload: 0