Navigating Bitcoin's Noise

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.

I’m your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.

Today he’ll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks in our capitalistic system lead to The Dollar End Game. We’ll discuss the downside of econometrics, Triffin’s Dilemma, the risks of derivatives, and removing human subjectivity from money.

If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Peruvian Bull on Navigating Bitcoin’s Noise.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin

kanemcgukin.substack.com

Peruvian Bull
Twitter: https://twitter.com/peruvian_bull

The Dollar Endgame: Hyperinflation Is Coming Book: https://www.amazon.com/Dollar-Endgame-Hyperinflation-Coming/dp/B0BVPKSHPF https://thedollarendgame.com/

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

Medium: https://peruvianbull.medium.com/
Reddit: https://www.reddit.com/user/peruvian_bull/

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin.

I’m your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer.

Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into the impact of Bitcoin’s small liquidity profile and how that translates to its heavy correlation with equities.

But that’s not all - Joe’s insights go beyond just Bitcoin. He’ll be providing valuable knowledge on cross asset correlations, Bitcoin’s informational arbitrage, and the unique circumstance of a long volatility asset trading as a short vol asset.

If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Joe Consorti on Navigating Bitcoin’s Noise.
Additional topics covered:

• Getting Comfortable with Risk taking
• Bitcoin: the ability to opt-out
• The power of an infinitely scarce asset
• Bitcoin and the impact of liquidity facilities

Joe Consorti
Twitter: https://twitter.com/JoeConsorti
The Bitcoin Layer: https://thebitcoinlayer.substack.com/


Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Apple Podcast: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361
Be sure to like and leave a rating. Thanks for listening!

In this episode of Navigating Bitcoin’s Noise, I am joined by Namcios who is a writer and reporter for Bitcoin Magazine. In our conversation, we unwrap Bitcoin basics, wallets, exchanges, and self-custody. We discuss the trade-off between security and convenience that comes with storing Bitcoin. Additionally, we discuss the recent Brazilian Bitcoin Bill that was fast tracked because of the FTX fallout.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.


Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com


Namcios
https://twitter.com/namcios
https://bitcoinmagazine.com/authors/namcios

In this episode of Navigating Bitcoin’s Noise, Bobby Shell from Voltage shares his views on the opportunity of providing Lightning infrastructure to businesses to further the adoption of Bitcoin. Bobby and I discuss the value of understanding our relationship with money, his entrepreneurial background, and the case for business owners holding Bitcoin on the balance sheet.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Bobby Shell
https://twitter.com/ibobbyshell
https://voltage.cloud/

In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism.

Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.

Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Mark Moss
Twitter: https://twitter.com/1MarkMoss
https://www.1markmoss.com/optin1638987532388

The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11

Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ

In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism.

Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.

Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Mark Moss
Twitter: https://twitter.com/1MarkMoss
https://www.1markmoss.com/optin1638987532388

The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11

Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ

In this episode of Navigating Bitcoin’s Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts.

One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rates for longer may be uncomfortable, but history tells us that lowering rates is likely not the best solution for this Fed conundrum.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com

Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Pablo Fernandez
Twitter: https://twitter.com/pablof7z

In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Pablo Fernandez
Twitter: https://twitter.com/pablof7z

In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

David Foley
Twitter: @DAAF17
https://www.ema2.com/