Best Podcast Episodes About bitcoin
Everything podcasters are saying about bitcoin — curated from top podcasts
Updated: Apr 02, 2026 – 42 episodes
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Ridealong has curated the best and most interesting podcasts and clips about bitcoin.
Top Podcast Clips About bitcoin
“… right now are things that we want, that our clients want, whether or not it is like right down the middle. And like some of them don't even involve Bitcoin, but there are things that have just come up, you know, because we have high net worth Bitcoin owners that are kind of contrarian and they're always thinking about their downside and they're thinking about family. They're thinking about legacy. They're thinking, you know, intergenerationally. you know, they actually give a shit about their, their families and their future. Whereas most of this world is just kind of nihilist and it's all …”
“… all over the place. And that's like the next million products are things that people build for themselves that other people also want. That other people need or want. they didn't realize they wanted or whatever that is. So everything in our pipeline right now are things that we want, that our clients want, whether or not it is like right down the middle. And like some of them don't even involve Bitcoin, but there are things that have just come up, you know, because we have high net worth Bitcoin owners that are kind of contrarian and they're always thinking about their downside and they're thinking about family. They're thinking about legacy. They're thinking, you know, intergenerationally. you know, they actually give a shit about their, their families and their future. Whereas most of this world is just kind of nihilist and it's all prediction markets and shit coin gambling and whatever else. Like we have a very serious, thoughtful cohort of clients that actually give a shit. Yeah. Corey, I didn't, I didn't think this is where this podcast was going, man. This turned into like a deep, deep dive of like the philosophy behind using AI and the empowerment and like purpose in the world. …”
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Bitcoin could experience a meteoric rise of 20X due to cracks in the fiat system and increasing understanding of Bitcoin's value. Cory Klippsten, CEO of Swan Bitcoin, believes that a mass exit from fiat could trigger this hyper Bitcoinization, leading to unprecedented market activity. This conversation dives into the philosophical implications of Bitcoin and the motivations of its dedicated investors.
“… what more do you need uh well it seems this has come back to bite him in the behind so to speak uh yes so the police they find out about this bitcoin i presume yeah yeah they do and they seize the wallets but what they can't do is they can't unlock them because the codes as clifton explains to them and they says well i've put it in my fishing rod case and he says the fishing rod case has vanished oh that's that's convenient that is yeah and we actually talked about this in a previous episode of smashing security i think it's episode 167 in the archives five years ago we talked about this and …”
“chill out and go fishing what more do you need uh well it seems this has come back to bite him in the behind so to speak uh yes so the police they find out about this bitcoin i presume yeah yeah they do and they seize the wallets but what they can't do is they can't unlock them because the codes as clifton explains to them and they says well i've put it in my fishing rod case and he says the fishing rod case has vanished oh that's that's convenient that is yeah and we actually talked about this in a previous episode of smashing security i think it's episode 167 in the archives five years ago we talked about this and the police couldn't get hold of this fishing rod case and his story was that shortly after his arrest someone broke into his home and various things got stolen from his house including his fishing tackle so that is interesting it's either a very unfortunate or very convenient was he plastered the news saying this bloke has been arrested and …”
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A man claims his $400 million Bitcoin access codes were lost with a vanished fishing rod case, raising eyebrows. After his arrest, a burglary left his belongings, including the crucial case, missing, leading to speculation about the truth behind his story. Now, with the police unable to access the digital fortune, the mystery deepens: was it an unfortunate event or a clever ruse?
“… to help make it a lot more immutable. It's something that was eventually going to be a threat in some way. Ray, is this something that affects only Bitcoin? Because I'm assuming it affects everything else. But I want to hear from you. No, like Lorenzo mentioned, this is going to affect like every single blockchain network out there that uses like the ECD SA. So like that specific encryption mechanism. And like if we look at the paper today, actually, I actually saw it through one of the Ethereum Foundation researchers, Justin Drake, and he was a collaborator. I guess he was speaking with the …”
“So check it out at the link below. I guess so. Yeah, it's going to help make it a lot more immutable. It's something that was eventually going to be a threat in some way. Ray, is this something that affects only Bitcoin? Because I'm assuming it affects everything else. But I want to hear from you. No, like Lorenzo mentioned, this is going to affect like every single blockchain network out there that uses like the ECD SA. So like that specific encryption mechanism. And like if we look at the paper today, actually, I actually saw it through one of the Ethereum Foundation researchers, Justin Drake, and he was a collaborator. I guess he was speaking with the Google researchers before they put this out. But Ethereum has actually put out like a post-quantum roadmap of quantum proofing their network by 2029. and you know these chains that kind of do more frequent upgrades because they're not as I guess store value like investments that you get with Bitcoin so they're a little less ossified. They've been …”
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Quantum computing poses a significant risk not just to Bitcoin, but to all blockchain networks using specific encryption methods. While Ethereum is proactively working on a quantum-proof roadmap by 2029, Bitcoin's vulnerability remains a pressing concern. Experts emphasize that while timelines are shifting, immediate action is not yet necessary as we are still years away from the real threat materializing.
“Do you want to pay less in taxes and stack more Bitcoin? Of course you do. Well, by mining Bitcoin with Blockware, you can. Under section 168k of the US tax code, Bitcoin mining servers qualify for 100% bonus depreciation. This means every dollar you spend on miners can directly offset your income in a single year. And that's true for both business owners and W-2 earners. If you have $100,000 in ordinary income, you can purchase $100,000 in miners and potentially offset your tax liability entirely. …”
“Do you want to pay less in taxes and stack more Bitcoin? Of course you do. Well, by mining Bitcoin with Blockware, you can. Under section 168k of the US tax code, Bitcoin mining servers qualify for 100% bonus depreciation. This means every dollar you spend on miners can directly offset your income in a single year. And that's true for both business owners and W-2 earners. If you have $100,000 in ordinary income, you can purchase $100,000 in miners and potentially offset your tax liability entirely. Blockware's Mining as a Service does all the heavy lifting. They secure the rigs, they source the low cost power, and they handle all the day-to-day maintenance. So you get to stack Bitcoin every single day while drastically shrinking your tax bill. Get started today blockwarsolutions.com forward slash WBD and use code WBD for $100 off your first …”
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Private credit could be a major concern for financial stability, especially in light of recent banking crises. While many believe that most banks will weather the storm, specific vulnerabilities in private credit markets are raising alarms. Understanding these risks is crucial as we navigate an increasingly unstable economic landscape.
“So sometimes I think, yeah, it's actually good for Bitcoin. for some of these people to get out of the way so that people who need Bitcoin as freedom money can use it that way. And I'm willing to sacrifice several Bitcoin companies for several Bitcoin individuals who are using it in the way that at least I cared about and still care about when I came into Bitcoin, the things that I saw. I want to dig into that. Because when I say industry, what I'm talking about is really anyone working on anything to …”
“So sometimes I think, yeah, it's actually good for Bitcoin. for some of these people to get out of the way so that people who need Bitcoin as freedom money can use it that way. And I'm willing to sacrifice several Bitcoin companies for several Bitcoin individuals who are using it in the way that at least I cared about and still care about when I came into Bitcoin, the things that I saw. I want to dig into that. Because when I say industry, what I'm talking about is really anyone working on anything to do with Bitcoin. And when you see people building wallets, being prosecuted, the choke talk 0.2.0 stuff, like that was bad for the industry as a whole, including Bitcoin as freedom money. And I think that has become a lesser issue under Trump. Would you disagree with that? Yeah, so I certainly think that there are people who might be considered …”
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Ridealong summary
The discussion highlights the tension between Bitcoin's utility as freedom money and the industry's corporate interests. While wallet developers are crucial for accessibility, the crackdown on exchanges can hinder those who need Bitcoin the most. Ultimately, the political landscape and banking relationships play significant roles in Bitcoin's future, especially under different administrations.
“… it? I think that the reason I shared this is that it shows what's happening, which is the market's trying to make up its mind. For the last 60 days, Bitcoin has been more or less range bound and chopping. And there have been a couple of moments where it seemed like, oh, we're getting up towards the mid 70s. Maybe we are going to finally break out. And then the market changes its mind. And that's why you see those lines flipping on this probability there because bulls and bears are trying to figure this out. This is what I've been watching. This is what the whole market has been watching. I've been …”
“… are times where going to 84k has been the dominant theme has topped i think it's 65 likelihood um but it's now dumped back down to the 40 do you would you agree that this is roughly accurate would you say that this is kind of how you feel about it? I think that the reason I shared this is that it shows what's happening, which is the market's trying to make up its mind. For the last 60 days, Bitcoin has been more or less range bound and chopping. And there have been a couple of moments where it seemed like, oh, we're getting up towards the mid 70s. Maybe we are going to finally break out. And then the market changes its mind. And that's why you see those lines flipping on this probability there because bulls and bears are trying to figure this out. This is what I've been watching. This is what the whole market has been watching. I've been saying this to our pro community. Every time anybody asks me about this, I kind of re-explain what I'm looking for, why these levels matter. And that's basically what I'm looking for. Either Bitcoin's price goes up and breaks through, retests and hopefully breaks through the bull market support band or what is now, I guess, the bear market …”
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Bitcoin is at a critical crossroads, with a 60% chance of dropping to $55,000 versus a 40% chance of rising to $84,000. The market is currently indecisive, oscillating between bullish and bearish sentiments, as traders await a decisive break above or below key support levels. This uncertainty could lead to either a continuation of the bear market or a return to bullish momentum, making it a pivotal moment for investors.
“… right now. You would put like a thousand now and then you would, you know, dollar cost average to get the average of it. And what do you think about Bitcoin, which is what some say the digital gold, which is down like 20 percent? I think when I last looked at BlackRock market commentary which was Monday the 26th no the 23rd Bitcoin has been the most underperforming asset class out of all of them year to date So for me, I don't touch it. And listen, I know there are people that will argue me down and saying that I am going to miss out on the future. I miss out on the future. I miss out. It wasn't …”
“… the expense ratios. ETFs are generally less expensive than mutual funds. So these are on the lower side, but don't put all your money in there. So like if you had for easy math, like $12,000 that you wanted to put in, you wouldn't put all it all right now. You would put like a thousand now and then you would, you know, dollar cost average to get the average of it. And what do you think about Bitcoin, which is what some say the digital gold, which is down like 20 percent? I think when I last looked at BlackRock market commentary which was Monday the 26th no the 23rd Bitcoin has been the most underperforming asset class out of all of them year to date So for me, I don't touch it. And listen, I know there are people that will argue me down and saying that I am going to miss out on the future. I miss out on the future. I miss out. It wasn't for me. It wasn't aligned with my financial goals. I have nothing against Bitcoin. I honestly don't track it. But to me, they're just a little too unstable. They fall too closely to tech. So honestly, if you have exposure in tech, you have tech stocks, you're going to be performing, I think, the same way when it comes to Bitcoin. Totally. It was …”
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Bitcoin has been the worst-performing asset class this year, and many investors are starting to reconsider its place in their portfolios. Lauren Simmons, a former trader, argues that Bitcoin's instability makes it less appealing, especially when compared to tech stocks. Instead of chasing digital gold, she suggests focusing on more stable investments and utilizing strategies like the wash sale rule to manage crypto assets effectively.
“Is there generally low optimism right now that Bitcoin developers will be able to react quickly? What's the statement about, like I think Churchill said about democracies or the Americans maybe where it's like, they'll do the right thing when every option is exhausted. I think this is, look, I think this is true of decentralized networks like Bitcoin. I mean, their greatest strength is the fact that there no single party that says how it works or how it should work right And this is this is encoded …”
“Is there generally low optimism right now that Bitcoin developers will be able to react quickly? What's the statement about, like I think Churchill said about democracies or the Americans maybe where it's like, they'll do the right thing when every option is exhausted. I think this is, look, I think this is true of decentralized networks like Bitcoin. I mean, their greatest strength is the fact that there no single party that says how it works or how it should work right And this is this is encoded into how it was built by satoshi as a as a reaction to the great financial crisis right um so that a great philosophical strength in the face of a crisis like this that demands a massive technical effort to overhaul um it's a daunting challenge because unlike say google which you know google has said they're going to upgrade all their systems by …”
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Bitcoin's decentralized nature may hinder its ability to react swiftly to crises, much like Churchill's famous quote about democracies. While Ethereum successfully transitioned to a new consensus model, Bitcoin faces a daunting challenge in achieving consensus among its distributed community. This situation highlights the vulnerabilities of blockchains compared to centralized institutions, which can act more decisively in times of crisis.
“… that. I think there are reasons to believe, and we've talked about it before internally, you've talked about it on TFDC, reasons to believe that Bitcoin has a greater level of resistance to something like that. We're the government to try that. But I also think the pieces that are lining up right now suggest that that may or may not be the actual path that this administration wants to take. So maybe we can kind of move in that direction because we got some, I think we've got some really interesting headlines last week about Bitcoin and its increasing integration into a lot of different facets …”
“… one of the major, which was the seizure of privately held gold or the banning of privately held gold under FDR, which famously removed one of the clearest kind of response valves and escape patches that you would have to deal with an environment like that. I think there are reasons to believe, and we've talked about it before internally, you've talked about it on TFDC, reasons to believe that Bitcoin has a greater level of resistance to something like that. We're the government to try that. But I also think the pieces that are lining up right now suggest that that may or may not be the actual path that this administration wants to take. So maybe we can kind of move in that direction because we got some, I think we've got some really interesting headlines last week about Bitcoin and its increasing integration into a lot of different facets of the economy. I was going to say off the top of my head, I think probably the biggest announcement was Fannie Mae, Freddie, basically recognizing Bitcoin as an asset, I think officially now, and then Coinbase launching their 30-year mortgage with Better Homes, I believe is the company that allows you to put Bitcoin up as collateral for a 30-year …”
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Bitcoin is gaining traction as a legitimate asset, with Fannie Mae and Freddie Mac recognizing it for mortgages. In a groundbreaking move, Coinbase has launched a 30-year mortgage option allowing Bitcoin to be used as collateral, marking a significant shift in how financial institutions view cryptocurrency. This development not only validates Bitcoin's status but also opens new avenues for leveraging Bitcoin wealth without selling it.
“… BlackRock did you discover blockchain and crypto? And maybe it's also in line with the CEO, Larry Fink, where at one point he was in type crypto or Bitcoin and now obviously things have changed. But where was that aha moment for you So I had a bunch of roles at BlackRock in the wealth space I spent a year as the deputy COO of the firm And in 2018 2019 I took a role basically running partnerships in a bunch of ecosystems some boring ecosystems, some innovative ecosystems. But one of them was inheriting a one-person blockchain team. Actually, I want to do a shout out. It's a wonderful Canadian guy …”
“Where along the journey at BlackRock did you discover blockchain and crypto? And maybe it's also in line with the CEO, Larry Fink, where at one point he was in type crypto or Bitcoin and now obviously things have changed. But where was that aha moment for you So I had a bunch of roles at BlackRock in the wealth space I spent a year as the deputy COO of the firm And in 2018 2019 I took a role basically running partnerships in a bunch of ecosystems some boring ecosystems, some innovative ecosystems. But one of them was inheriting a one-person blockchain team. Actually, I want to do a shout out. It's a wonderful Canadian guy named Robbie Michnik, who's actually currently running digital assets at BlackRock. And he taught me everything I needed to know about blockchain and crypto. I would say we took a couple of years to figure out what the role of a trusted fiduciary asset manager could be. Like, I don't like using the word tradify, but what a large financial player …”
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BlackRock's journey into blockchain began with a one-person team and evolved into launching Bitcoin and Ethereum ETFs by 2024. Joseph Chalom reveals that the demand for crypto exposure existed long before these products were created, as clients poured billions into proxy investments. This shift illustrates how financial giants like BlackRock are responding to market needs rather than creating them.
“Oh man, this one's a layout. You know the answer. Bitcoin is the only one that fulfills a lot of all this stuff. Yeah. What are the properties that Bitcoin has that so resonates with just kind of the future that you have forecasted here? Yeah, I think the best part about Bitcoin, we kind of talked about it a little bit earlier, is that it is digital and it is entirely nomadic. The fact that you can actually have Bitcoin stored in your mind is in itself a unique value proposition that no other asset …”
“Oh man, this one's a layout. You know the answer. Bitcoin is the only one that fulfills a lot of all this stuff. Yeah. What are the properties that Bitcoin has that so resonates with just kind of the future that you have forecasted here? Yeah, I think the best part about Bitcoin, we kind of talked about it a little bit earlier, is that it is digital and it is entirely nomadic. The fact that you can actually have Bitcoin stored in your mind is in itself a unique value proposition that no other asset class could ever have. And if you imagine the worst draconian scenario of capital control flows being restricted or maximalist state affairs where we all become kind of part of the surveillance state and this very dark dystopian world that you could have to have a hedge for. The only asset I think that can have a remote chance of success is the thing …”
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Bitcoin's unique ability to be memorized and carried in your mind makes it a powerful hedge against potential government control and economic instability. Unlike traditional assets, Bitcoin can be held without custodianship, which resonates with a younger generation that is psychologically attuned to long-term holding. This is why Bitcoin stands out as a preferred asset for future investors in a world of increasing wealth inequality and state surveillance.
“This is better. It's done way better than crypto. Way better. Way better than Bitcoin. Way better than the S&P 500. So in terms of your portfolio then, if you were to allocate percentages and how it's invested, what percent would be alternative investments like cards, collectibles, as opposed to index funds, individual stock picks, private companies? real estate? How are you currently diversified? Yeah, that's actually the secret sauce. The thing about diversity, it's the only free lunch in investing. Very simple rule for me. On …”
“This is better. It's done way better than crypto. Way better. Way better than Bitcoin. Way better than the S&P 500. So in terms of your portfolio then, if you were to allocate percentages and how it's invested, what percent would be alternative investments like cards, collectibles, as opposed to index funds, individual stock picks, private companies? real estate? How are you currently diversified? Yeah, that's actually the secret sauce. The thing about diversity, it's the only free lunch in investing. Very simple rule for me. On traditional equities and debt, no more than 20% in any one sector, there's 11 sectors in the economy, and no more than 5% in any one stock or bond. Think about, you've got 11 sectors, Real estate's the 11th sector in the S&P, the most recent. The only rule I break is real estate. I have about 32% of my portfolio in real estate. Is that commercial …”
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If you want to invest in crypto, focus only on Bitcoin and Ethereum to capture 98% of the market. Recent analysis revealed that many lesser-known coins, dubbed 'poopoo coins', have plummeted in value and will likely never recover. This stark reality highlights the importance of strategic investment in a volatile market.
“I think it's a little bit later. Obviously, if we get into a much more lengthy conflict, then that changes everything, including price of Bitcoin and Ethereum. Let's jump to the charts of Bitcoin. If you look at kind of the comparison of where Bitcoin is right now David Stacks stepping down Coinbase putting up an interesting challenge here still at the table But at the same time now we seeing Bitcoin of course falling Where do you stand on Bitcoin right now? Where do you like it to drop to for an entry? Yeah, I want to address. I always like to do this. I know some analysts do not like …”
“I think it's a little bit later. Obviously, if we get into a much more lengthy conflict, then that changes everything, including price of Bitcoin and Ethereum. Let's jump to the charts of Bitcoin. If you look at kind of the comparison of where Bitcoin is right now David Stacks stepping down Coinbase putting up an interesting challenge here still at the table But at the same time now we seeing Bitcoin of course falling Where do you stand on Bitcoin right now? Where do you like it to drop to for an entry? Yeah, I want to address. I always like to do this. I know some analysts do not like doing this. They like to move over when they've made a call that didn't come to fruition. I want to explain, for example, because I think last week when I was on your show, we talked about looking for prices up towards 76 to potentially 80K. We abandoned those here recently, last night actually, after shooting up and hitting our first take profit …”
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Bitcoin's price is poised for a significant drop after key regulatory figures resigned, signaling uncertainty in the market. Despite earlier predictions of a rally towards $76K, analysts are now bracing for a potential fall to as low as $53K, contingent on market indicators. This shift highlights the volatility and unpredictability of crypto trading in response to external events.
“And you know it's going to expand beyond Bitcoin and USDC, but they're going to start off with that. So I love this. I'm a homeowner, but let's say I want to go get a new house, move, things along those lines. I can now leverage my crypto assets. And we saw, I think last year, many of the banks started reporting that they're going to use crypto as collateral. So things are opening up. And look, being able to get a loan, a mortgage is huge, just a huge win for this asset class to be able to …”
“And you know it's going to expand beyond Bitcoin and USDC, but they're going to start off with that. So I love this. I'm a homeowner, but let's say I want to go get a new house, move, things along those lines. I can now leverage my crypto assets. And we saw, I think last year, many of the banks started reporting that they're going to use crypto as collateral. So things are opening up. And look, being able to get a loan, a mortgage is huge, just a huge win for this asset class to be able to put the assets to work. So big news here. And on the topic of Coinbase, Mizo taps Aerodrome to support token trading on base in Bitcoin DeFi push So many of you know base is the Ethereum layer two built by Coinbase right their uh layer two that they have a lot of folks building on and it doing really well so miso a bitcoin native lending protocol …”
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Mizo is revolutionizing Bitcoin lending by collaborating with Aerodrome to enhance token trading on the Base network. This partnership allows users to leverage their Bitcoin holdings for loans, marking a significant step in integrating Bitcoin into decentralized finance (DeFi) applications. With over 2,000 loans issued, Mizo is driving utility and expanding financial use cases for Bitcoin.
“… a website, billandkeone.org. And through there, there's a link to the petition they can sign. And then there's also links to GiveSendGo as well as Bitcoin donations. Okay. Well, I'm going to try and send as many people to those links as possible. What does this mean for Bill? Because obviously you're fighting for Keone's pardon. Is he also trying to get pardoned? Yeah, it's as much as I'm, you know, mentioning Keone a lot because he is my husband, everything we're doing, the fundraising, the petition, as well as the pardon application has all been together. They, you know, started Samurai …”
“So BPI's fund was for the defense costs. They've since closed that, but we do have a lot of legal debt. And so if people do want to be so generous to help us and kind of say, again, another way to say this is wrong and we support it, there is a website, billandkeone.org. And through there, there's a link to the petition they can sign. And then there's also links to GiveSendGo as well as Bitcoin donations. Okay. Well, I'm going to try and send as many people to those links as possible. What does this mean for Bill? Because obviously you're fighting for Keone's pardon. Is he also trying to get pardoned? Yeah, it's as much as I'm, you know, mentioning Keone a lot because he is my husband, everything we're doing, the fundraising, the petition, as well as the pardon application has all been together. They, you know, started Samurai together. They're co-founders, co-defendants and hopefully co-pardonies. But yeah, everything's been been in lockstep with them throughout this process. He's just and this is how it was. You know, Keone was the kind of the spokesperson did did that speaking on behalf of Samurai. And and that's just not what Bill's interests are. So there. But we need to …”
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The founders of Samurai Wallet face serious legal challenges, with prosecutors using their humorous tweets as evidence against them. Despite the absurdity of the claims, Lauren Rodriguez believes there's hope for a presidential pardon for her husband, Keone. This case highlights the complex legal landscape surrounding Bitcoin and its implications for privacy and freedom of expression.
“… could have been before you is like 18 months. But it still felt the same. It felt exactly the same. And back then we celebrated things like when Bitcoin Magazine was in a few Barnes and Nobles. That was when Vitalik had it Well I guess so I guess that a story When Matthew Enright this is pre by BitPay or Tony Galipi Matthew Enright was one of the big guys on there. I don't remember Vitalik really being anything other than kind of a staff writer. And I think maybe they gave him his equity, but maybe I'm wrong. There's some history of that that I'm not sure exactly how that worked. But Matthew …”
“It's weird to be in the position now that I'm considered an OG because when I got here, there were people that had been here before. Yeah, but the longest they could have been before you is like 18 months. But it still felt the same. It felt exactly the same. And back then we celebrated things like when Bitcoin Magazine was in a few Barnes and Nobles. That was when Vitalik had it Well I guess so I guess that a story When Matthew Enright this is pre by BitPay or Tony Galipi Matthew Enright was one of the big guys on there. I don't remember Vitalik really being anything other than kind of a staff writer. And I think maybe they gave him his equity, but maybe I'm wrong. There's some history of that that I'm not sure exactly how that worked. But Matthew and Wright and a few other guys, Matthew's kind of like disappeared from the community after the pirate scandal. But yeah, that got in. The Bitcoin magazine was put into some Barnes and Nobles. I remember going and buying issue one at Barnes and Noble if it was issue one or two. And just couldn't couldn't believe that my like teeny tiny project had …”
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Bitcoin is like discovering oil in your computer—an asset we've just begun to understand. Junseth, a Bitcoin OG, compares Bitcoin's evolution to the journey of oil, highlighting its potential as a new form of money. He believes Bitcoin's progress has exceeded expectations, even as the market dynamics shift towards a more financialized narrative.
“… know what i'm gonna get calls some people like hey what happened to big guys i'm gonna have to go through that again no exactly that's why you know bitcoin it's it's a great i i love the idea of it i loved it but you you also need good people behind it in order for it to move forward. And and I do think there are good faces behind Bitcoin outside of Michael Saylor. But he he does scare me. And I would think anybody who's being very honest in the industry would say the same. He's he's a scary face because I'm telling you one day, something's going to come out about this guy. And it's like, then …”
“yeah and i'm hoping you know nothing bad happens with strategy because it would just it would be like another ftx even though i'm not trying to say he's a scammer or anything like that but we know how the headlines will will look yeah we know what i'm gonna get calls some people like hey what happened to big guys i'm gonna have to go through that again no exactly that's why you know bitcoin it's it's a great i i love the idea of it i loved it but you you also need good people behind it in order for it to move forward. And and I do think there are good faces behind Bitcoin outside of Michael Saylor. But he he does scare me. And I would think anybody who's being very honest in the industry would say the same. He's he's a scary face because I'm telling you one day, something's going to come out about this guy. And it's like, then everybody's going to have to like reset and find somebody else to make the face. Because unfortunately, he is one of the faces of Bitcoin. So they're going to have to rebrand Bitcoin. Yeah. I don't know how that happens or who's going to be the replacement. Or maybe, Amanda, it is, we alluded to earlier, the ETFs, right? Maybe it's BlackRock. And I'm …”
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Michael Saylor's influence on Bitcoin is both pivotal and precarious, as many fear the potential fallout if his strategies fail. The impending Clarity Act could spark a crypto innovation boom, providing a clearer framework for builders and attracting traditional finance back to the U.S. But the question remains: who will become the new face of Bitcoin if Saylor falters?
“Folks, we have to start with the price of Bitcoin because right now it is trading below $66,000. So we are seeing a downward move here for Bitcoin. And it appears that the rising channel we were in has been invalidated. We were certainly looking for Bitcoin to go up to 80K, maybe a little bit higher. But of course, no move to new all-time highs. this was simply a relief rally and then a rollover to lower lows. Now, I have to say that we got to let this complete or let the week complete and see …”
“Folks, we have to start with the price of Bitcoin because right now it is trading below $66,000. So we are seeing a downward move here for Bitcoin. And it appears that the rising channel we were in has been invalidated. We were certainly looking for Bitcoin to go up to 80K, maybe a little bit higher. But of course, no move to new all-time highs. this was simply a relief rally and then a rollover to lower lows. Now, I have to say that we got to let this complete or let the week complete and see what the weekly close brings us. It could still be on the table, but the probability of us continuing higher is getting lower. So just be mentally prepared if Bitcoin were to do another leg down and dump to the 50Ks, at which point I think it finds the bottom between 50 to let's say $54,000. I actually wrote about this in today's newsletter. So …”
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Morgan Stanley plans to launch a Bitcoin ETF with a groundbreaking fee of just 0.14%, the lowest in the market. This move comes as competition heats up among major financial firms, potentially attracting significant capital and impacting Bitcoin's price trajectory. With Bitcoin currently struggling below $66,000, this could be a game-changer for investors and the overall market landscape.
Ridealong summary
In a historic move, the SEC and CFTC have provided unprecedented clarity on which crypto assets are considered securities, declaring most as commodities. This regulatory shift could signal a major change in the crypto landscape, as it challenges previous assumptions and opens the door for new market dynamics. As Bitcoin thrives amidst global tensions, the crypto community is left debating whether this is a genuine regime shift or merely a temporary relief rally.
“… related to this uh sort of not as well but eth is what i think one of the biggest question marks there are in the industry right now, right? Because Bitcoin has this, you know, a lot of great cases for it, a lot of good reasons as this store of value, right? And we've talked Bitcoin and gold and all that kind of stuff, but Bitcoin is always going to be kind of like the main story for crypto in terms of the leader and price cap and everything else. But ETH is in this kind of weird no man's land, right? Where you go on X and you see people saying like, hey, if you bought ETH five or six years ago, …”
“… magical way of giving people money that doesn't doesn't really seem to fit regulation uh like uh the way that things have gone but that's more of the degeny me talking i want to ask you uh david in your newsletter you also discussed eth um sort of related to this uh sort of not as well but eth is what i think one of the biggest question marks there are in the industry right now, right? Because Bitcoin has this, you know, a lot of great cases for it, a lot of good reasons as this store of value, right? And we've talked Bitcoin and gold and all that kind of stuff, but Bitcoin is always going to be kind of like the main story for crypto in terms of the leader and price cap and everything else. But ETH is in this kind of weird no man's land, right? Where you go on X and you see people saying like, hey, if you bought ETH five or six years ago, you are holding the same amount. Nothing has changed for you, which is obviously disappointing probably for some investors who have helped. But you made some really interesting cases in your newsletter about what's going on with the supply of ETH in terms of supply that's out there, the demand for it, as well as what's staked. Can you kind of give me …”
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Ridealong summary
BlackRock's new ETH ETF could significantly impact Ethereum's supply and demand dynamics by locking up a large portion of ETH, thus reducing its circulation. This move not only positions BlackRock as a structural buyer but also sets the stage for potential regulatory clarity and future announcements regarding ETH's monetary policy. The implications for investors and the broader crypto market are profound and largely underappreciated.
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