Japan has been the “monetary experiment lab” for decades and the consequences are rippling outward. In this episode, I’m joined by Roberto Rios (Peruvian Bull) to unpack Japan’s 1980s bubble, and how decades of financial repression set the stage for the yen carry trade. We break down why the carry trade exploded, and what it means when it unwinds for risk assets, bonds, bitcoin.

We also connect the macro picture to hard assets: why physical markets in the East are pressuring gold/silver paper markets in the West, and how changing liquidity conditions could shape Bitcoin’s next phase. Finally, we tackle the big question: are Bitcoin’s 4-year cycles fading?

TIMECODES00:00 Japan’s bubble was insane 05:00 Yen carry trade: how it works + why it got huge13:00 Zombie companies + why recessions matter17:15 Society effects: lost generation, wages, birth rate collapse25:00 Mt. Gox, Japan, and Bitcoin adoption + MetaPlanet30:00 East vs West: physical vs paper gold/silver + the “disconnect”38:00 What macro means for Bitcoin + cycles debate44:50 Liquidity, “stealth QE,” and what to watch next

GUEST LINKS

Guest: Roberto Rios / Peruvian Bull

YouTube https://www.youtube.com/@peruvian_bull

Substack https://dollarendgame.substack.com/

X: https://x.com/peruvian_bull

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X (Twitter): ⁠https://x.com/crypto_mags⁠

Podcast hub: ⁠www.magsplaining.com⁠

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Like, subscribe, and share this episode

Sponsor: magsplaining at gmail dot com

Tip in Bitcoin: [email protected]

⛏️ PRODUCT PROMO CODE

Get 5% off of Bitcoin miners at⁠ ⁠Plebsource⁠⁠ with MAGS.

⚠️ DISCLAIMERS

No Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.

In this episode, I sit down with Matt Prusak, President of American Bitcoin (ABTC). Matt breaks down ABTC’s accumulator model — combining high-efficiency mining with a treasury engine designed to maximize Bitcoin per share.

We also dive into hashrate and national security, blockspace geopolitics, U.S. energy dominance, and the role of miners in America’s emerging Strategic Bitcoin Reserve.

If you care about mining or the future of nation-state Bitcoin, this is a must-watch.

Timecodes

00:00 — Sneak peek

00:37 — ABTC: the “Accumulator” model

03:04 — KPIs: BTC-per-share, exahash, & efficiency

06:21 — Relationship with Hut8

07:56 — Trump family involvement: myths vs reality

09:17 — Why nation-states will mine Bitcoin

12:26 — Hashrate, blockspace, reserves: the geopolitical flywheel

14:43 — How much hashrate should nations aim for? 

17:22 — U.S. energy policy and the rise of “digital OPEC”

20:22 — The Strategic Bitcoin Reserve

22:56 — ABTCs geographic strategy

23:40 — Partnering with foreign sovereigns?

23:56 — Mining at home hobbyist talk

Guest Bio:
Matt Prusak is President (and formerly CEO) of American Bitcoin (ticker $ABTC), where he leads the company’s mission to become a category-defining “accumulator”. With a background in energy, infrastructure and capital markets, Matt sits at the intersection of mining operations and macro finance.

Matt Prusak on X/Twitter: @MattPrusak

• American Bitcoin on X/Twitter: @AmericanBTC

🎙️ FOLLOW MAGS

X (Twitter): ⁠https://x.com/crypto_mags⁠

Podcast hub: ⁠www.magsplaining.com⁠

📌 SUPPORT THE SHOW

• Like, subscribe, and share this episode

• Sponsor: magsplaining at gmail dot com
• Tip in Bitcoin: [email protected]

#Bitcoin #BitcoinMining #AmericanBitcoin #ABTC #Hashrate #StrategicBitcoinReserve #EnergySecurity #Blockspace #Magsplaining #BTC

In this episode of Magsplaining, we go deep into the “monetary debasement trade” with Lawrence Lepard — why gold is ripping, why Bitcoin is next, and why the fiat system can’t be fixed without massive money printing.

We get into deficits, yield curve control, the Fed, BRICS de-dollarization, Fort Knox and “paper gold,” why silver is waking up, and how this all ends in a global monetary reset. Lawrence also lays out his multi-year macro timeline: inflation, political breakdown, and eventually a return to sound money — with Bitcoin at the center.

If you’ve ever wondered “Is it too late?” for gold or Bitcoin… this is the episode you send people.

💡 GUEST BIO:Lawrence Lepard is a sound money investor and founder of Equity Management Associates (EMA), where he manages funds focused on gold, Bitcoin, and hard assets. A former venture capitalist and long-time advocate for monetary discipline, Lawrence writes widely read macro letters on inflation, debt, and the global shift toward sound money. His latest book explains how governments’ fiscal recklessness is fueling the “monetary debasement trade” — and why gold and Bitcoin are the escape valves.📨 Read his quarterly letters: https://ema2.com/quarterly-reports/BOOK: The Big Print: What Happened to America and How Sound Money Will Fix It: https://a.co/d/7gdSTVa🐦 Follow Lawrence on X: @LawrenceLepard🎙️ FOLLOW MAGSX (Twitter): ⁠https://x.com/crypto_mags ⁠ Podcast hub: ⁠www.magsplaining.com ⁠ 📌 SUPPORT THE SHOW• Like, subscribe, and share this episode• Sponsor: magsplaining at gmail dot com• Tip in Bitcoin: [email protected] ⛏️ PRODUCT PROMO CODEGet 5% off of Bitcoin miners at⁠ ⁠Plebsource⁠⁠ with MAGS.⚠️ DISCLAIMERSNo Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.#Magsplaining #Bitcoin #Gold #Silver #SoundMoney #Macro #Inflation #DeDollarization #BRICS #MonetaryReset #LawrenceLepard #FinancialRepression #BitcoinTreasury #QE

In this episode of Magsplaining, Mags sits down with Norma Chu, Founder and CEO of DDC Enterprise (DayDayCook) — a multi-brand Asian food company turned Bitcoin treasury powerhouse.

🎙️ Episode Highlights

• From cooking videos to Bitcoin stacking 🍜💰

• DDC’s bold 10,000 BTC treasury goal

• Why Bitcoin belongs on the corporate balance sheet

• How Asia’s markets give DDC a capital advantage

• Plans for Bitcoin-backed consumer rewards

• Using BTC strategy to turbocharge M&A growth

• Hong Kong’s Web3 revival and investor momentum

• Advice for CEOs: conviction > market noise

• Bitcoin heated food production, African safari stories and the search for a dung beetle

💡 GUEST BIO:

Norma Chu is the Founder & CEO of DDC Enterprise (DayDayCook) — a global Asian food company turned Bitcoin treasury innovator. She’s leading DDC’s transformation from digital content and consumer brands into one of the world’s first listed companies stacking Bitcoin on its balance sheet.

Norma's X (Twitter): https://x.com/ddcnorma

DDC X (Twitter): https://x.com/ddcbtc_

Site: https://www.ddc.xyz/

🎙️ FOLLOW MAGSX (Twitter): ⁠https://x.com/crypto_mags⁠

Podcast hub: ⁠www.magsplaining.com⁠

📌 SUPPORT THE SHOW

• Like, subscribe, and share this episode

• Sponsor: magsplaining at gmail dot com
• Tip in Bitcoin: [email protected]

⚠️ DISCLAIMERS

I am an Advisor to DDC Enterprise. No Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.

#Bitcoin #Magsplaining #DDCEnterprise #BitcoinTreasury #FoodTech #Web3 #AsiaMarkets #BTC #Asia

In this episode, I’m joined by Russell Cann, Chief Development Officer at Core Scientific. We dive deep into Core’s evolution from Bitcoin mining pioneer to AI infrastructure powerhouse — unpacking the CoreWeave partnership, the AI power boom, and how data centers are reshaping global energy and national security. This is a must-listen for anyone curious about where Bitcoin ends and AI begins.

Key topics include:

• The power advantage Core Scientific holds through its owned substations and PPAs.

• How AI’s explosive demand is reshaping energy investment worldwide.

• Why Bitcoin mining taught data center agility that’s now critical for AI infrastructure.

• The national security implications of compute power, data sovereignty, and AI’s role in the grid.

• The coming coexistence and competition between AI compute and Bitcoin mining.

• Cann’s warning that Bitcoin miners are shutting down in droves as AI becomes more profitable — and his call for ETFs and institutions to fund Bitcoin Core development to protect network security.

• Finally, he reflects on how both AI and Bitcoin are catalyzing the next great wave of energy build-out, from nuclear SMRs to advanced transmission.

PAID PARTNERSHIP

Magsplaining is powered by Ledn, the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at ⁠ledn.io/mags⁠.

⛏️ PRODUCT PROMO CODE

Get 5% off of Bitcoin miners at ⁠Plebsource⁠ with MAGS.

🔗 GUEST LINKS

Core Scientific X (Twitter): https://x.com/Core_ScientificSite: https://corescientific.com/

🎙️ FOLLOW MAGS

X (Twitter): https://x.com/crypto_mags 

Podcast hub: www.magsplaining.com 

📌 SUPPORT THE SHOW

• Like, subscribe, and share this episode

• Sponsor: magsplaining at gmail dot com

• Tip in Bitcoin: [email protected]

⚠️ DISCLAIMERS

No Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.

#Magsplaining #BitcoinMining #AIInfrastructure #CoreScientific #CoreWeave #AI #BitcoinVsAI #EnergyTransition #DataCenters #NationalSecurity #ComputePower #Nvidia #BitcoinNetwork #EnergyMarkets #TechGeopolitics #hyperscaler

The leadership team from Canaan, the pioneer of ASIC mining, join Mags to discuss how they’re navigating tariffs, reshoring chip assembly to California, and bringing mining into the home with innovative Bitcoin-heating devices. CFO James Cheng also shares insights on vertical integration, treasury strategy, and how AI intersects with Bitcoin in today’s power markets and Canaan’s long-term vision.CHAPTERS00:00 In this Episode...01:20 Introduction to Canaan and Its Leadership02:04 Navigating Tariffs06:00 Onshoring Chip and Mining Manufacturing12:18 Mining Trends Canaan is Seeing18:21 The Mining and AI nexus22:05 Bitcoin Mining Trends and Geopolitical Influences22:06 Canaan's Unique Approach to Bitcoin Treasury Management27:54 Canaan's Vertical Integration Advantage30:31 Home Mining: Expanding Access to Bitcoin for IndividualsPAID PARTNERSHIP

Magsplaining is powered by Ledn, the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at ⁠ledn.io/mags⁠.

⛏️ PRODUCT PROMO CODE

Get 5% off of Bitcoin miners at ⁠Plebsource⁠ with MAGS.

🔗 GUEST LINKSGuests: James Cheng, the CFO of Canaan, Leo Wang, the Vice President of Capital Markets and Corporate Development, and Gwyn Lauber, the VP of Corporate Affairs.Canaan X (Twitter): https://x.com/canaanio Canaan trades on Nasdaq under ticker CAN. Learn more at https://www.canaan.io

🎙️ FOLLOW MAGS

X (Twitter): https://x.com/crypto_mags 

Podcast hub: www.magsplaining.com 📌 SUPPORT THE SHOW• Like, subscribe, and share this episode• Sponsor: magsplaining at gmail dot com• Tip in Bitcoin: [email protected]⚠️ DISCLAIMERSNo Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.#bitcoin #BitcoinMining #ASIC #Canaan #AI #Crypto #BTC #Energy #Mining #CHIPSAct #Tariffs #BitcoinTreasury #HomeMining

Mauricio from LEDN joins Magsplaining to share his origin story: growing up in Venezuela under capital controls, discovering Bitcoin mining as a lifeline, and his brothers' daring escape from extortion and jail. We dig into hyperinflation, how BTC-collateralized loans enable real financial inclusion, and why LEDN’s bitcoin-backed loans level the playing field globally, from Bogotá to Barcelona to Canada. A candid masterclass on survival, building, and conviction.

PAID PARTNERSHIP

Magsplaining is powered by Ledn, the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at ⁠ledn.io/mags⁠.

⛏️ PRODUCT PROMO CODE

Get 10% off of Bitcoin miners at ⁠Plebsource⁠ with MAGS.

🔗 GUEST LINKS

LEÐN X (Twitter): https://x.com/HodlWithLedn 

Mauricio (@cryptonomista): https://x.com/cryptonomista 

🎙️ FOLLOW MAGS

X (Twitter): https://x.com/crypto_mags 

Podcast hub: www.magsplaining.com 

📌 SUPPORT THE SHOW

• Like, subscribe, and share this episode

• Sponsor: magsplaining at gmail dot com

• Tip in Bitcoin: [email protected]

⚠️ DISCLAIMERS

No Financial Advice. Entertainment/education only; not financial, legal, or tax advice. I may use affiliate links that support the channel at no extra cost to you. Bitcoin and crypto are volatile, do your own research.

#Bitcoin #BitcoinMining #Venezuela #Hyperinflation #FinancialInclusion #BitcoinLoans #LEDN #EmergingMarkets #SelfCustody #SoundMoney #Magsplaining #captialcontrols #loans

In this episode of Magsplaining, Mags sits down with Preston Pysh. They dive deep into how Bitcoin is reshaping credit markets and why the traditional “risk-free” rate is broken. Preston also explains the implications of Bitcoin on venture investing, capital allocation, and running public company. They also discuss AI’s intersection with Bitcoin and energy, and the importance of funding freedom technologies. We end off with Preston sharing insights about how his military experiences shaped his conviction in Bitcoin and the types of conversations he would like to have more of.

In this episode:

00:00 Introduction to Bitcoin Investment Strategies

04:23 Hurdle Rates vs Bitcoin Investments

09:54 Risk-Free Rates Don't Exist

12:56 The Unraveling of Fixed Income Markets

15:05 Zombie Corps Need to Add Value

20:40 The Future of Interest Rates and Central Planning

31:52 The AI, Robots, and Money Nexus

40:53 Bitcoin POW vs AI Compute

47:46 Free Speech and Funding Freedom Tech

53:12 AI's Impact on Creativity and Work

56:26 Applying Biological Systems Lessons to Tech

01:02:23 Combat and Personal Convictions

01:06:41 Introduction to Bitcoin-Backed Loans

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Guest: Preston Pysh is co-founder of The Investor’s Podcast Network, GP at Ego Death Capital, and former US Army Apache pilot. Find Preston on X/Twitter https://x.com/PrestonPysh. Listen to Preston's podcast  https://www.theinvestorspodcast.com/bitcoin-fundamentals/ 

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Paid Partnerships: Magsplaining is powered by Ledn, the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at ⁠ledn.io/mags⁠.

~~~

Product Promo Codes: Get 10% off of Bitcoin miners at ⁠Plebsource⁠ with MAGS.

~~~

Follow Mags: X/Twitter https://x.com/Crypto_Mags.

This podcast is for educational and entertainment purposes and should not be construed as official investment advice.

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#Bitcoin #PrestonPysh #Magsplaining #Finance #AI #Energy #Macro #VentureCapital #Podcast #BitcoinMining #Decentralization #ProofOfWork #Investing #Crypto #Technology

For the inaugural episode of Magsplaining, macro analyst and author Lyn Alden joins Mags to unpack unpack why our money is “broken”, de-dollarization, Lyn’s “nothing stops this train” thesis on U.S. fiscal dominance, and what corporate Bitcoin treasuries mean for volatility and adoption. We also dive into how AI is reshaping power dynamics. We close with a fun chat about martial arts, Dungeons & Dragons, and anecdotes from writing her book, Broken Money.

Topics covered:

⁠(01:52)⁠ Broken Money

⁠(08:57⁠) Monetary Neocolonialism

⁠(16:07⁠) Financial Sovereignty in Emerging Markets

⁠(20:14⁠) Shifts in Global Reserves

⁠(25:57⁠) The Runaway Train

⁠(32:06)⁠ Corporate Strategies for Currency Debasement

⁠(35:42⁠) Rise of Treasury Companies

⁠(40:34⁠) Censorship & Privacy

⁠(48:35⁠) AI: Surveillance, & Power Dynamics

⁠(54:23⁠) AI: Economic Sovereignty, & the Rise of Authenticity

⁠(01:01:31⁠) Martial Arts: Building Discipline & Community

⁠(01:07:32⁠) Dungeons & Dragons x Bitcoin

⁠(01:12:31)⁠ Writing Broken Money

~~~

Guest: Lyn Alden — author of Broken Money; engineer-turned-macro strategist known for systems-level capital-flow analysis. Find Lyn at LynAlden.com.

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Paid Partnerships:

Magsplaining is powered by Ledn, the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at ledn.io/mags.

Canaan launched ASIC mining in 2013. Today, Canaan builds the chips, runs the mining rigs, and HODLs Bitcoin in its treasury . Canaan trades on Nasdaq under the ticker CAN. Learn more at canaan.io.

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Product Promo Codes:

Get 10% off of Bitcoin miners at Plebsource with MAGS.

~~~

This podcast is for educational and entertainment purposes and should not be construed as official investment advice.

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#LynAlden #BrokenMoney #DeDollarization #FiscalDominance #Geopolitics #MacroEconomics #Bitcoin #BitcoinMining #AICompute #DataCenters #AI #Money #Gold #CentralBank #Privacy #DnD #Dungeons&Dragons