Navigating Bitcoin's Noise

Navigating Bitcoin's Noise

By Kane McGukinBusinessInvesting
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Navigating Bitcoin's Noise episodes

  • EP18_Greg_Foss_The Bitcoin Futures Curve, Potential Spot Price Suppression with Bitcoin Futures and Derivatives, Plus the GBTC Trade
    In this episode of Navigating Bitcoin’s Noise, I am joined by Greg Foss, to discuss the impact of derivates and futures on Bitcoin. Greg shares his knowledge of credit trading, the shape of futures curves, and the bleed and costs involved with derivatives. We unravel the impact on Bitcoin spot markets as traditional players adopt Bitcoin futures, futures based products like the ETF BITO, or gain exposure to Bitcoin through the GBTC trust.

    During our conversation, we discuss the potential for Bitcoin spot price suppression through the use of derivatives and cash settled futures as they are being more broadly adopted by traditional and broader market participants.

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

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

    Twitter: https://twitter.com/FossGregfoss
    Bitcoin is The Perfect Option: https://bitcoinmagazine.com/markets/why-bitcoin-is-the-perfect-option
    31 min
  • EP17_Lawrence_Lepard_How Traditional Players Use Derivatives, Options, and Leverage to Supress the Price of Gold and Bitcoin
    In this episode of Navigating Bitcoin's Noise, I am joined by Lawrence Lepard, Managing Partner of Equity Management Associates. Larry shares knowledge from his long-tenured investment career that spans venture capital investing during the early ‘90s boom, investing in gold during the Great Financial Crisis, and his current experience investing in Bitcoin and Bitcoin companies.

    During Bitcoin’s ascent, it has gained attention as being the 21st century’s version of digital gold. In our discussion, we unpack how governments and financial players have historically used derivatives, options, and other financial tools to suppress the price of gold and sound money assets like Bitcoin.

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


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

    Twitter: https://twitter.com/LawrenceLepard
    https://www.ema2.com/
    Quarterly Letters: https://www.ema2.com/quarterly-letters
    1 hr 12 min
  • EP16_Unchained Capital's Trey Sellers on How to Think About Bitcoin's Value Proposition
    In this episode of Navigating Bitcoin's Noise, I am joined by Trey Sellers of Unchained Capital. We discuss what Bitcoin teaches us about what money is, inflation, and trust. Trey explains the importance of managing your own private keys with cold storage, multi-sig, and some of the solutions that Unchained has to help individuals make self custody less complicated.

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

    Twitter: @kanemcgukin
    https://kanemcgukin.substack.com/

    Twitter: @ts_hodl
    https://unchained.com/
    59 min
  • EP15_SuredBits CEO Chris Stewart on Bitcoin Oracles, Bitcoin Derivatives and The Benefit of Transactions Accessing Real World Information
    In this episode of Navigating Bitcoin's Noise, I am joined by Chris Stewart, CEO and Co-Founder of SuredBits. Chris explains how SuredBits is working to build Bitcoin solutions that allow transactions that are contingent upon factual information or real-world events. Chris breaks down how the Bitcoin network and its evolving toolset can improve upon our existing financial system's derivatives markets, our financial infrastructure, and how it can offer solutions in the sports betting marketplace.

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

    Twitter: @kanemcgukin
    https://kanemcgukin.substack.com/

    Twitter: @Chris_Stewart_5
    https://suredbits.com/
    48 min
  • EP14_Bryan Nonni a Bitcoiner Innovating Payments and Protocols at NCR
    In this episode of Navigating Bitcoin's Noise, I am joined by Bryan Nonni who is a software developer and Bitcoiner at NCR. Bryan explains why he believes in Bitcoin and discusses what it’s like to work for a company that seeks to grow through innovation and consistently reskilling its workforce. We also discuss our experience at the recent TabConf, Lightning, and the potential for Decentralized Finance (DeFi) on Bitcoin.

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

    Twitter: @kanemcgukin
    kanemcgukin.substack.com

    Twitter: @BTCBry
    1 hr 3 min
  • EP13_Nik Bhatia - Bitcoin as a Reserve Asset and as an Alternative to Everything Else Which is Risk
    In this episode of Navigating Bitcoin's Noise, I am joined by Nik Bhatia, author of Layered Money and editor of The Bitcoin Layer on Substack. Nik explains why he believes Bitcoin is a reserve asset and is an alternative to everything else, which is risk. In the show, we look into what it means to be a fiduciary and how that plays into the Bitcoin story. We also discuss the importance of mass adoption, the rise of Stablecoins, and how the economy is being rebuilt as the Bitcoin network continues to evolve.

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

    Twitter: @kanemcgukin
    Substack: https://kanemcgukin.substack.com

    Twitter: @timevalueofbtc
    Substack: https://thebitcoinlayer.substack.com/
    1 hr
  • EP12_TXMC_Understanding_On-Chain_Analytics_and_The_Fundamentals_of_Bitcoin
    In this episode of Navigating Bitcoin's Noise, I am joined by TXMC, On-Chain Analyst at Glassnode. We discuss the value of on-chain data and the uniqueness of being able to analyze the fundamentals that drive sentiment and market participant behavior. In this innovative asset class, with on-chain data, one can see the true supply and demand dynamics of Bitcoin creating opportunities unlike that of traditional markets.

    If you’re looking to better understand the fundamental drivers in Bitcoin then join us and listen in.

    Kane McGukin:
    kanemcgukin.substack.com
    Twitter: @kanemcgukin

    TXMC
    https://www.youtube.com/channel/UCZoJZ2gpu0UafOEHlY6RDlg
    Twitter: @TXMCtrades
    56 min
  • EP11_David_Lawant_Bitwise_Asset_Mgmt_Researching_Bitcoin_DeFi_and_Crypto_Equities
    In this episode of Navigating Bitcoin's Noise, I am joined by David Lawant, Director of Research at Bitwise Asset Management. We discuss how David's past experience as a traditional equities analyst translates to researching Bitcoin and other crypto assets. David also shares his thoughts on Bitcoin as digital gold, the rising DeFi space, and some interesting takes on the emerging crypto equity space.

    If you're looking for a broad understanding of the crypto ecosystem then join us and listen in.

    Kane Mcgukin:
    https://kanemcgukin.substack.com/
    Twitter: @kanemcgukin

    David Lawant:
    https://www.bitwiseinvestments.com/
    Twitter: @dlawant
    55 min
  • EP10_Drew_MacMartin_Historically_What_Does_Inflation_Look_Like
    In this episode of Navigating Bitcoin's Noise, I am joined by Drew MacMartin of High Street Capital to discuss his extensive study of historical inflationary periods like during the decline of Rome and during the 1920s to 1930s in Germany’s Weimar Republic.

    We compare and contrast happenings in those periods with some of the inflationary and supply chain issues we’ve seen in recent years. Inflation is something often talked about in the news, so if you still aren’t sure what that means for you then listen in for a better understanding.


    kanemcgukin.substack.com
    www.kanemcgukin.com
    https://www.linkedin.com/in/kanemcgukin/
    Twitter: @kanemcgukin

    https://bitcoinmagazine.com/authors/drew-macmartin
    https://www.wealthplaybook.ca/
    https://www.linkedin.com/in/drew-macmartin-97350830/
    Twitter: @drew_macmartin
    1 hr 19 min
  • EP9_Tyler Neville from Blockworks on Finding Truth In The New Financial World
    In this episode of Navigating Bitcoin's Noise, I am joined by Tyler Neville, former Macro Strategist at Blockworks.

    Tyler and I discuss the evolving financial landscape as crypto adoption increases while fee compression drives change in the traditional financial arena. We unpack the new financial media landscape and the preference of younger generations who place more value on truth and transparency than on breadth and the mentality of doing business as its always been done.

    Follow Tyler on Twitter: @Tyler_Neville_

    Follow Kane on Twitter: @kanemcgukin
    On Substack: kanemcgukin.substack.com
    www.archetypewealth.com
    59 min

About Navigating Bitcoin's Noise

From the publisher's feed

Navigating Bitcoin's Noise is a podcast dedicated to bridging the gap between traditional financial markets and crypto markets. In each episode, I look to discuss how monetary technologies like…