21st Capital

21st Capital

By 21st CapitalBusinessInvesting
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21st Capital episodes

  • 51 - The Next Big Thing in Bitcoin: How Bitcoin Covenants Change the Game

    Join us for a live show with Ziya Sadr as we dive into the future of Bitcoin and explore how covenants could revolutionize the way we use and secure Bitcoin. From enhancing self-custody to enabling innovative use cases, Bitcoin covenants are a game-changer for the ecosystem.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube/ziya
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    Don't miss this insightful discussion as Ziya shares his expertise on the potential impact of covenants, their technical underpinnings, and what they mean for the next wave of Bitcoin adoption.

    50 min
  • 50 - Is Quantum Computing the End of Bitcoin? #bitcoin #quantumcomputer

    Is Bitcoin truly safe in the age of quantum computing? In this LIVE, Ziya Sadr dives into the hot topic of whether advancements in quantum technology could threaten Bitcoin's security. We break down the basics: what quantum computing is, how it works, and why it has everyone wondering about its impact on Bitcoin.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube/ziya

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    Ziya discusses whether the cryptography behind Bitcoin is at risk and what steps developers are taking to safeguard the network. You'll walk away with a clear understanding of quantum computing's real-world capabilities—and its limits.

    If you're curious about Bitcoin's future and how technology shapes its resilience, this LIVE is for you.

    56 min
  • 49 - Bitcoin punished speculators ... again! How low will it go? BQ09

    Glassnode's CryptoVizart joins us to look at the current Bitcoin sell-off and review the market conditions from the lenses of macroeconomics, on-chain data, and futures positioning and liquidations.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    Link to the dashboard we discuss:
    https://studio.glassnode.com/dashboards/33692251-ee93-4def-5b06-9ce0d2eb56ea

    1 hr 12 min
  • 48 - Don’t Be Too Smart for Bitcoin - Krueger Series - Ep. 03

    What makes Bitcoin so different from other cryptos? Why do traders often miss the bigger picture, and who’s truly ready to be orange-pilled? In this thought-provoking interview with Fred Krueger—mathematician, co-author of The Big Bitcoin Book, and co-creator of Bitcoin First—we explore why Bitcoin rewards simplicity and punishes overcomplication.
    Fred shares his "vanilla approach" to Bitcoin, explains why Ethereum might struggle in the next decade, and reveals who stands to gain the most from Bitcoin’s rise. He also discusses the secret to success for startups, the pitfalls traders face, and why Bitcoin’s long-term trajectory points upward.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 Don’t Overthink Bitcoin
    00:33 Success Secrets for Startups
    02:54 Why Traders Don’t Get Bitcoin
    08:28 What If Bitcoin Hits $1M?
    13:55 Does Bitcoin Punish Traders?
    16:30 Ethereum’s Fate in 10 Years
    22:32 Bitcoin vs. Crypto Explained
    30:51 Who Gains Most From Bitcoin?
    35:24 Why Bitcoin Is Guaranteed to Rise

    48 min
  • 47 - Where are we in this Bitcoin cycle? Bitcoin Quants Ep. 08

    We discuss where we are in this Bitcoin cycle, focusing on key metrics like funding rates on top exchanges, OI-weighted indicators, and broader market trends.

    We examine perpetual OI changes, liquidation volumes, and heat maps to analyze market liquidity and volatility and their impact on Bitcoin price dynamics.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    1 hr 28 min
  • 46 - Math, AI and Bitcoin Price Prediction - Krueger Series - Ep. 02

    How does studying math reshape your thinking? Can AI predict the future of Bitcoin? And what role does leverage play in trading? In this fascinating interview with Fred Krueger—renowned mathematician, co-creator of Bitcoin First, and co-author of The Big Bitcoin Book—we explore the links between math, AI, and Bitcoin price predictions.

    Fred shares his journey through the evolution of AI, the surprising ways math changes your brain, and his expert take on whether you should go all-in on Bitcoin or embrace leverage trading. Learn why models for Bitcoin prediction often fail, and discover a fresh perspective on building a disciplined mindset around investing.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:26 Studying Math
    10:40 Birth of AI
    16:01 Future of AI
    20:53 How Math Changes Your Brain
    25:19 How We Should Look at Modeling and Bitcoin Price Predictions
    27:50 Should I Use Leverage Trading Bitcoin?
    31:26 Should I Go All-in on Bitcoin?

    37 min
  • 45 - Nope! Supply shock is a fantasy. Remain rational and realistic.

    I discuss whether sustainable supply shocks are possible in Bitcoin and provide some statistics that show how $100B of new sell pressure showed up in the market as price rose from 60K to 100K. Supply shock is a fantasy. Remain rational and realistic.

    Bitcoin Supply Shock theory says that most coins are taken out of circulation forever and at some point we will run out of coins, which will lead to astronomical price appreciation. If this is true, we might get $1M next year.
    Well, that is not gonna happen because as soon as coins are short, price will surely rise, but it will also certainly bring new supply online, which prevents the supply shock from happening.
    Evidence? Long-term holders have sold 1.2M coins during the run from $64K to $100K, i.e., $100B worth of new sell pressure.
    This is why we spend months consolidating after every big jump.
    Bitcoin is the scarcest asset on earth. But it will not remain out of equilibrium for a long time. It is actually also very very liquid. Everyone everywhere and at every hour can take profit. And they will.
    The conclusion is that price will grow reasonably fast due to adoption, but an explosion due to supply shock is a fantasy.

    6 min
  • 43 - Bitcoin as Collateral: Sam Abbassi on Hoseki’s Proof-of-Reserve Innovation

    We sit down with Sam Abbassi, the founder of Hoseki, to explore his fascinating journey and the innovative work being done at the forefront of Bitcoin and digital asset management.

    Sam shares his unique background, spanning programming, neuroscience, journalism, and Ethereum development, and how these diverse experiences have shaped his vision for Hoseki. We dive deep into Hoseki's mission to make Bitcoin the global standard for money and simplify proof-of-reserves verification, while prioritizing privacy, security, and user experience.
    Discover how Hoseki is bridging the gap between local and global financial systems, empowering individuals and institutions worldwide to take full control of their financial future. Whether you're a Bitcoin enthusiast, tech aficionado, or just curious about the future of finance, this conversation is packed with valuable insights!
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 Highlights

    00:52 Introduction to Bitcoin Businesses Series
    02:09 Hoseki App
    03:11 Sam's Background
    11:56 Experience at Fidelity
    13:20 Becoming a Developer
    15:21 From Ethereum to Bitcoin
    19:24 Starting Hoseki
    22:41 Proof of Reserve
    23:34 Using Bitcoin for a Mortgage
    28:34 Capital Liquidity
    31:10 Balancing Long and Short Term
    32:25 US Dollar is Opaque
    33:33 Bitcoin in Unique
    34:34 Hoseki Connect
    38:27 Privacy Challenges
    40:25 Data Richness
    41:12 Proper Custody is a Good Look
    42:23 Hoseki Verified
    44:45 Infrastructure Inversion
    46:39 Systemic Shocks
    47:37 Ramfications of an ETF Hack
    49:10 Paper Bitcoin
    49:47 How Hoseki Connect Works
    53:04 Exchange Risk
    57:46 Challenges of POR
    01:01:07 Borrowing Against Your Bitcoin
    01:03:53 Future Plans
    01:04:51 Conclusion

    1 hr 6 min
  • 42 - MSTR Options Strategy - BBD 11

    We discuss how to use options to intelligently maximize your gains in the Bitcoin bull market with defined risk.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube

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    Timestamps

    0:00 intro
    4:50 MSTR Options Analysis (Long Call Explained)
    20:00 Long put options
    31:34 Game theory of put options (MSTR and Bitcoin)
    43:44 Strategies for Using MSTR Options
    55:37 Long term options
    58:46 MSDU and MSDX options
    1:01:37 Q&A

    1 hr 26 min

About 21st Capital

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21stCapital - Bitcoin Custody and Analysis Consultation