What Bitcoin Did
Business & Finance
About
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
Episodes
- Jack Mallers | Wall Street Is Rebuilding Around Bitcoin
Jack Mallers returns to discuss his vision for Strike and the future of Bitcoin’s monetization, emphasizing building a full-stack Bitcoin business encompassing financial services, lending, custody, and capital markets. He also touches on t…
- The Biggest Lie in Economics | Allen Farrington & Sacha Meyers
Allen Farrington and Sacha Meyers join "What Bitcoin Did" to discuss deflation, arguing against the necessity of inflation for economic health. They challenge modern macroeconomic assumptions, delve into Keynesian economics, and explore th…
- The Financial System Is Moving to Bitcoin | David Marcus
David Marcus explains the current challenges in global money transfers, highlighting how disconnected networks lead to fees and delays. He proposes a Bitcoin-based system to unify dollars, Bitcoin, and stablecoins for instant cross-border…
- Can Bitcoin Save The West? | American HODL & Peter McCormack
American HODL and Peter McCormack discuss the growing divide in Western society, the collapse of trust in institutions, and the instability of the current political system. They explore whether Bitcoin can serve as an alternative system am…
- AI Is Coming for Bitcoin’s Energy | Michael Dunworth
Michael Dunworth joins What Bitcoin Did to discuss the potential impact of AI on Bitcoin's energy consumption. He explores whether AI demand will sideline Bitcoin mining, reshape energy markets, and if AI could choose Bitcoin as its native…
- Should Satoshi’s Coins Be Frozen? | Rob Hamilton
Rob Hamilton joins the show to discuss Bitcoin's transformation from a cypherpunk rebellion to an institutional asset, examining the implications of this shift. He delves into the debate surrounding quantum computing, the possibility of fr…
- This Is The End Of The Dollar System | Jeff Ross
Jeff Ross returns to discuss the potential end of the dollar system and the collapse of the post-war financial order. He covers topics such as the petrodollar, oil trading in yuan, gold, and Bitcoin, and the US entering an era of yield cur…
- Why Everyone Is Wrong About Inflation | Ansel Lindner
Ansel Lindner is featured on the podcast "What Bitcoin Did" to discuss the topic of inflation. The episode focuses on different viewpoints regarding inflation.
- Is the Quantum Threat to Bitcoin Actually Real? | Alex Pruden
Alex Pruden joins the show to discuss the quantum threat to Bitcoin, examining how a quantum attack could manifest and the steps developers are taking to prepare for quantum-resistant signatures. He also considers the implications for self…
- Jeff Booth: Everything They Told You About Money Is Wrong
Jeff Booth returns to discuss Bitcoin, AI, inflation, debt, deflation, and systemic chaos. He explains why deflation is the natural state of the free market, why Bitcoin is crucial, and the risks of digital credit and custodians. The episo…
- The Debt Crisis Is Already Here | Lyn Alden
Lyn Alden joins "What Bitcoin Did" to discuss the current global debt crisis, fiscal dominance, and macro risks including the Strait of Hormuz. She also covers inflation, war, food and energy shortages, and the future of the fiat system. A…
- Who Controls Your Mind and Your Money? | Bradley Rettler
In this episode, philosopher Bradley Rettler explores how AI affects human thought and the implications of our monetary system. He discusses monetary domination, the control of money creation by central banks, and Bitcoin's potential as an…
- The AI Future Is Overhyped. Why Bitcoin Still Matters | Junseth
Junseth, a Bitcoin early adopter, discusses why the AI future is overhyped and how Bitcoin still matters. He challenges tech narratives, including AI replacing jobs and the metaverse, and explains why AI adoption may be slower than anticip…
- The Commodity Shift, Credit Crisis & Bitcoin | Eric Yakes
Eric Yakes joins "What Bitcoin Did" to discuss the current macro landscape, including global debt, private credit issues, and the accelerating commodity shift. He explains the gold rally, how private credit could lead to a financial crisis…
- 5 Years In Prison For Building A Bitcoin Wallet | Lauren Rodriguez
Lauren Rodriguez discusses the case of her husband, Keonne Rodriguez, co-founder of Samurai Wallet, who was sentenced to five years in prison. She details the raid, the legal process, and Keonne's current incarceration, advocating for a pr…
- This Is The Macro Reset | Nik Bhatia
Nik Bhatia discusses the current macro landscape, including rising oil prices and the dollar's surge. He explores the potential for recession, the role of stablecoins, AI job displacement, and Bitcoin's decoupling signal.
- Bitcoin is Undervalued, But the Bottom Isn't In Yet | Rational Root
This episode of What Bitcoin Did features The Rational Root, who discusses Bitcoin's four-year cycle, current on-chain bear market signals, and the potential for a market bottom. They examine the shift from retail to institutional adoption…
- Iran, Oil and the Next Financial Crisis | Luke Gromen
Luke Gromen, a macroeconomic analyst, discusses how geopolitical shifts involving Iran and oil could impact the financial system, Bitcoin, and the dollar. He also explores the potential for AI to trigger a credit event and the performance…
- The Four Year Cycle Is Not Broken | Matthew Mezinskis
Matthew Mezinskis, a macroeconomic researcher, discusses why Bitcoin's four-year cycle is still intact and how the current price point represents a historically cheap level based on the power law. He also delves into what the Fed's balance…
- Is This The Start Of A Financial Crisis? | Jeff Snider
Jeff Snider, founder of Eurodollar University, discusses the potential start of a financial crisis, focusing on shadow banking and credit markets. He presents his three-stage financial crisis framework, explains the Fed's role, and offers…
- Was Bitcoin’s Price Suppressed? | Alex Thorn
In this episode of What Bitcoin Did, Alex Thorn discusses Bitcoin's price movements, market sentiment, and manipulation allegations. He also shares his perspectives on AI's impact on the job market and Bitcoin's enduring value.
- Trump's Secret Plan for a US Economic Renaissance | Brent Johnson
In this episode of What Bitcoin Did, Brent Johnson discusses the potential for the US government to weaponize the dollar and his Dollar Milkshake Theory. He also talks about his $5,000 gold call, strategies used to break the Bank of Englan…
- The Breakdown of the Fiat World Order | Parker Lewis
In this episode, Parker Lewis discusses his perspective on the breakdown of the global order, attributing it to the currency system. He explains why the weaponization of the dollar is contributing to global chaos and the potential role of…
- Nobody Is Safe From AI Anymore | Mark Suman
Mark Suman joins Peter McCormack to discuss the rapid acceleration of AI and its potential impact on jobs and privacy. They explore agentic AI, personal data with LLMs, and Bitcoin's role as native money for AI agents.
- Everyone Was Wrong About This Cycle | Andy Edstrom
Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation, portfolio allocation, and the structural health of the Bitcoin market during a bear market. The conversation covers the failure of the "This Time is D…
- The Epstein Files: What They Reveal About Bitcoin & The Dollar System | Mark Goodwin
Mark Goodwin, a journalist, discusses the Epstein files and their implications for Bitcoin, including its origins and connections to the PayPal mafia and Tether. The episode also explores whether Bitcoin has been co-opted and the role of s…
- Is The Bitcoin Bottom In? | Checkmate
In this episode of What Bitcoin Did, Checkmate analyzes the recent Bitcoin crash, on-chain data, and mean reversion models. He discusses whether the Bitcoin market has reached its bottom or if further declines are anticipated.
- Bitcoin Crashed. What Comes Next? | Joe Consorti
Joe Consorti, Market Analyst and Head of Growth at Horizon, discusses the factors behind a significant Bitcoin price drop. He analyzes the roles of risk appetite, credit spreads, Fed policy, ETF behavior, and the US dollar in current marke…
- The System Is Broken, the Fed Is Trapped | James Lavish
James Lavish discusses the emerging debt spiral, bond market distrust in policymakers, and the Federal Reserve's trapped position regarding money printing. He also explains how gold, silver, and Bitcoin are reacting to current system stres…
- The Truth About Quantum Computing & Bitcoin | Brandon Black
Bitcoin software engineer Brandon Black discusses the implications of quantum computing for Bitcoin. The conversation covers the feasibility of current threats, the realities of qubit scaling, and how Bitcoin might respond using post-quant…
- Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long
Caitlin Long joins the show to discuss the repricing of gold, the impact of derivatives on price signals, the role of stablecoins, and the changing dynamics of the Treasury and Federal Reserve in relation to Bitcoin.
- The Tyranny of Permissionlessness in Bitcoin | Amiti Uttarwar
Bitcoin protocol developer Amiti Uttarwar joins the show to discuss her shift from Bitcoin Core to building support systems for open source contributors. The conversation covers the challenges of permissionless development, funding, and th…
- The Fed Pivot, Bitcoin vs Gold & The Return Of QE | Lawrence Lepard
Investment manager Lawrence Lepard discusses the Federal Reserve's return to money printing, the structural nature of inflation, and the outlook for gold, silver, and Bitcoin in light of current monetary policies.
- Bitcoin Is Still Winning | Cory Klippsten
Cory Klippsten discusses the current state of the Bitcoin and crypto industries, covering topics from market structures and offshore exchanges to corporate treasury strategies. The conversation also explores macro factors, the evolution of…
- The Bitcoin Cheat Code | Mark Moss
In this episode, Mark Moss discusses Bitcoin as a financial tool for exposing flaws in the modern monetary system. He explains strategies for building wealth through assets, managing Bitcoin-based treasuries, and navigating global liquidit…
- Michael Saylor | The Bitcoin Treasury Debate Gets Heated
Michael Saylor discusses the evolution of Bitcoin within institutions, credit markets, and corporate adoption. He defends the strategy of Bitcoin treasury companies and explores his vision for Bitcoin as digital capital and credit.
- Only Bitcoin Can Stop Government Corruption | Peter McCormack
Peter McCormack discusses concerns regarding government corruption, the impact of debt and inflation, and the decline of public services in the UK. He explains his perspective on why Bitcoin is a potential solution to systemic issues facin…
- How The Financial System Controls Governments | Simon Dixon
Simon Dixon discusses the current financial system, the role of central banking, and the impact of debt-based money. He also examines the potential challenges Bitcoin faces from financialization and highlights the importance of self-custod…
- 2025: BITCOIN IN REVIEW | HODL & ODELL
American HODL and Matt Odell reflect on the past year in Bitcoin, examining the impact of institutional capital, leverage, and ETFs on market performance. They discuss shifting narratives, the four-year cycle, and the role of custody in th…
- 2026 Macro Outlook and What It Means for Bitcoin | Joe Carlasare
Joe Carlasare discusses the current state of the Bitcoin market, addressing why the 2025 outlook fell short and how factors like ETFs and institutional hedging are challenging traditional cycle theories. The episode also explores the poten…
- The Global Financial System Is Structurally Broken | David Dredge
David Dredge joins the show to discuss why he believes the global financial system is structurally flawed. They explore how risk models, leverage, and market structures are influencing Bitcoin’s performance and the traditional four-year cy…
- Bitcoin, Liquidity, And The Coming Inflection Point | Jeff Ross
Jeff Ross joins the show to analyze the global financial system, the impact of debt monetization, the yen carry trade, and the potential for a 2026 economic inflection point. The discussion also covers the role of Bitcoin, gold, and manufa…
- Liquidity, Deficits & the Real Bitcoin Signal | Sam Callahan
Sam Callahan, Director of Strategy & Research at OranjeBTC, discusses Bitcoin's fundamentals, global liquidity, and market dynamics. The episode also covers structural financial risks, including fiscal dominance, deficits, and the sustaina…
- Fiat Money, Inflation & the Collapse of Civilization | Saifedean Ammous
Saifedean Ammous discusses the historical transition to fiat money beginning in 1914, the impact of inflation on civilization, and Bitcoin's role as a technological alternative to the modern monetary system.
- The Bitcoin Bull Market Hasn’t Started Yet | Eric Yakes
Eric Yakes joins the show to discuss the factors driving Bitcoin's current price, emphasizing the importance of fundamentals over traditional cycles. The conversation covers liquidity, institutional adoption, sovereign wealth funds, and th…
- The Future of Bitcoin Treasuries | Jeff Walton
Jeff Walton discusses the current landscape of Bitcoin treasury companies, including institutional adoption, market valuation trends, and the evolution of digital credit and yield markets. He explores the challenges facing this business mo…
- How Bitcoin Is Changing the World | Erik Hersman, Phillip Walton, Eric Yakes & Mark Kamau
Erik Hersman, Phillip Walton, Eric Yakes, and Mark Kamau discuss how Bitcoin mining can help electrify remote communities in Africa. The guests explore how this model bypasses traditional infrastructure failures to create energy-first, sus…
- How Broken Money Distorts Reality | Seb Bunney
Seb Bunney joins the show to discuss how broken monetary systems and central bank policies distort society, culture, and reality. The conversation explores Bitcoin as a potential solution and analyzes themes from Bunney's essay, The Curate…
- Bitcoin, AI & The Fourth Turning | George Bodine
George Bodine discusses his life story, the implications of AI and quantum computing, and his outlook on Bitcoin's future volatility. The conversation also explores concerns regarding financial crises, mining centralization, and tensions w…
- The $60 Billion Bitcoin Bet | Strategy CEO Phong Le
Phong Le, CEO of MicroStrategy, joins the show to discuss the company's Bitcoin treasury strategy. He explains how they navigate credit markets and leverage to acquire Bitcoin, and details the financial models used to support their holding…