Bitcoin, Macro Chaos & the End of the Middle Class | Tyler Neville on Markets, Power & the Future

Tyler Neville, veteran trader at Muddy Waters Capital and co-host of the Forward Guidance podcast, joins as the "World Series of Macro" unfolds all around us.

We dive deep into why the middle class is being squeezed, how centralization vs decentralization defines this era, and why Bitcoin sits at the center of the next financial reset. From the failures of globalization to the rise of financial nihilism, this interview connects macro investing, geopolitics, culture, and Bitcoin.

Key Topics Covered: The Centralization Trap: How 401ks and mega-corporations have warped the fundamental premise of investing. Bitcoin as Reserve Collateral: Why the 5% "sovereign tax" on cash makes Bitcoin the only logical out. The Geopolitical Chessboard: Analyzing the US-China relationship, the Venezuela move, and the "battlefield" of legislation. AI vs. Crypto: Why Peter Thiel calls AI "communist" and crypto "capitalist," and how they compete for global energy. Financial Nihilism: Why the next generation is turning to gambling and prediction markets—and how to find a productive path forward.

Is Bitcoin facing an existential crisis? Rob Wallace sits down with Charles Edwards, founder of Capriole Investments, to discuss the 2026 outlook for Bitcoin and the broader macro markets.

Following a major technical breakout above $93,500, Charles explains how an $11 trillion surge in global money supply is fueling the next leg up for risk assets.

However, the conversation takes a serious turn as they discuss "Q-Day," the day quantum computers could potentially break Bitcoin's encryption. With a 20-30% probability of this occurring by 2028, Charles lays out the urgent roadmap for BIP 360 and the philosophical battle over whether to "burn" or "hack" Satoshi’s 1.1 million coins.

Bitcoin, Wall Street, AI, and the 2026 Economy.

Former Business Insider journalist and Opening Bell newsletter founder Phil Rosen joins Bitcoin News to deliver an unfiltered breakdown of the 2026 economy, Bitcoin ETF adoption, the AI boom, and the generational wealth gap.

Find Phil online

X: https://x.com/philrosenn

Newsletter: https://www.openingbelldailynews.com

What would make someone sell millions worth of luxury goods? For Chris Johnson, the answer was simple: Bitcoin is the final trade.

In this powerful interview, Chris joins Rob Wallace and breaks down his incredible journey, from growing up in poverty and serving in Iraq to building successful businesses and ultimately going all-in on Bitcoin. He explains why he left traditional assets behind, the mindset shift that led him to see Bitcoin as a moral and financial imperative, and how the fiat system fails those trying to build real wealth.

What You’ll Learn:

• Why Chris liquidated millions in real estate, watches, and stocks

• How inflation and fiat miseducation led him to Bitcoin

• Building wealth from 0: side hustles, e-commerce, and investing

• The hidden costs of the fiat system and why Bitcoin fixes this

• How to escape paycheck-to-paycheck living

• The mindset shift from consumerism to sovereignty

Is the American Dream dead, or has the social contract simply been defaulted on? In this episode, Rob Wallace sits down with Robert (Infra), the macro researcher behind Infranomics, to dissect why the modern economy feels like a "Silent Depression" for the younger generation. They explore the K-shaped economy, the reality of the $140,000 poverty line, and why Bitcoin is still trading like a high-beta tech stock instead of digital gold.

Bitcoin isn't just a new technology, but the logical conclusion of "Monetary Darwinism". From the genetic mutations that gave Homo sapiens a cognitive edge in perceiving scarcity to the reason why elite business graduates often dismiss Bitcoin, Jesse Myers joins Rob Wallace for a conversation covers the past, present, and future of our species’ relationship with money.

Jesse Myers, head of Bitcoin strategy at SmarterWeb, Stanford MBA, and the mind behind the "Once in a Species" blog, dives deep into the intersection of neuroscience, human evolution, and the burgeoning "Bitcoin Treasury Company" model that is transforming global finance.

Topics covered in this episode include:

• Why Bitcoin is wired into human evolution and our obsession with scarcity

• How a specific genetic mutation may explain money, civilization, and Bitcoin adoption

• Why elite finance and MBA culture dismiss Bitcoin and what eventually breaks that mindset

• Bitcoin as monetary Darwinism and the perfection of scarce money

• Why Bitcoin is still only ~0.2% of global asset value

• How Bitcoin treasury companies compound Bitcoin per share

• The rise of preferred equity, fixed income products, and “digital credit” built on Bitcoin

• Michael Saylor’s strategy and why TradFi is starting to engage with Bitcoin

• Why treasury companies could eventually hold up to 50% of all Bitcoin

• The risks, volatility, and consolidation coming to the Bitcoin treasury sector

• How capital markets, not governments, drive Bitcoin monetization

• Why Bitcoin is the Trojan horse that brings TradFi onto a Bitcoin standard

Was 2025 the Top? Marty Bent on 'Plebslop', Treasury Companies, & The DOJ

Rob Wallace sits down with Marty Bent, founder of TFTC and managing partner at Ten31, to unpack Bitcoin the pivotal year that was 2025. Marty holds nothing back, delivering his candid take on the Samourai Dev case, the biggest tech breakthroughs, and naming the Villain of the Year.

Key Takeaways:

Summary Highlights:

Marty shares insights into Ten31's venture philosophy, using Bitcoin as a filter to prioritize founders with a "Bitcoin standard mindset." He details his personal journey, which began with the 2008 GFC, leading him to discover Bitcoin's potential to combat central control. The discussion culminates in a powerful call to action for listeners to remain vigilant and speak out against injustices, especially in the context of recent global events.

🔗 Connect with Marty Bent:

🎧 Listen to the full episode wherever you get your podcasts!

Knut Svanholm discusses the state of Bitcoin in 2025, Bitcoin and government, and individual liberty.

Key Topics:

In this podcast, Knut Svanholm reflects on Bitcoin's performance in 2025 and the surprising internal struggles, particularly the Core vs Knots debate. He emphasizes the positive aspect of these conflicts, viewing them as signs of Bitcoiners' vigilance and willingness to fight for their principles. He draws parallels to the block size wars, noting that while such conflicts are unpleasant, they ultimately strengthen the system.

Svanholm discusses his concerns about the increasing coziness between Bitcoin and government, especially with a Bitcoin-friendly president. He argues that an anti-Bitcoin president might be preferable as it forces people to use Bitcoin correctly, maintaining anonymity and self-sovereignty. He believes that a crypto-friendly president could lead to complacency and government control over Bitcoin's definition.

Discussing democracy, Svanholm argues that it often leads to socialism and eventually totalitarianism, as it relies on the unethical principle of majority voting to take from the minority. He criticizes modern democracies for using money printers, which empower the state and postpone revolts by hiding taxes through inflation. He notes that elections favor collectivists and that governments often take credit for the free market's achievements. He advocates for individual control and using tools like Bitcoin and Noster to defund the government, which he believes is the best thing for humanity. Svanholm stresses the importance of individual action and understanding that the "we" thinking in democracies can be dangerous. He highlights that inflation is a lie that makes people believe prices should naturally rise, obscuring the reality that they should be falling due to increased efficiency.

Svanholm also touches on the accelerating rate of money printing needed to maintain the illusion of ever-increasing prices, especially with advancements like AI. He warns that if the world stays in fiat land, AI will centralize money and power, leading to an Orwellian future. He suggests that Europe is on a destructive path due to large bureaucratic machines and high taxes, and he expresses concern about the potential for increased government control. He compares his positive experiences in El Salvador to the suspicion he faces in Europe, underscoring the appeal of Bitcoin-friendly environments. He highlights the importance of understanding that government is not necessarily your friend and that Bitcoin challenges traditional worldviews. Svanholm notes that Bitcoin's value lies in its scarcity, provable security, and the financial cardiovascular system it creates among its users.

Svanholm discusses the role of AI in content creation, acknowledging its utility while emphasizing the importance of maintaining one's unique voice. He shares his perspective on AI's capabilities, suggesting that it can be a perfect slave but cannot possess its own agency or free will. He underscores that the positive, deflationary future associated with AI is dependent on the adoption of Bitcoin as a monetary system. He also discusses how AI can transform education by making learning more accessible and efficient, obsoleting traditional classroom settings. Svanholm shares his experiences visiting Bitcoin-friendly places like Lugano, El Salvador, and Madeira, highlighting the optimism and deeper conversations within these communities. He notes that Bitcoin adoption is more effective when driven by grassroots efforts rather than top-down initiatives. Knut shares his method for orange pilling newbies, which depends on the community he is in. He highlights the numerous Bitcoin conferences around the world and encourages people to attend them, citing events like Plan B Forum, Bitcoin Alive, and B2C Prague.

From El Salvador to Europe: Efrat Fenigson on the Bitcoin Revolution Across the Globe. Rob Wallace sits down with independent journalist, Bitcoiner, and host of the You’re the Voice podcast, Efrat Fenigson, for a globe-trotting conversation on Bitcoin adoption, digital sovereignty, CBDCs, freedom, and her face-to-face dinner with President Nayib Bukele in Bitcoin Country.

Efrat dives deep into the global rise of Central Bank Digital Currencies (CBDCs) and the dangers they pose to financial privacy and freedom. From the EU’s push for the Digital Euro to the IMF’s grip on sovereign nations, she exposes how governments are using the rhetoric of “sovereignty” to tighten surveillance and control. Learn why CBDCs are not digital cash, why cash may never be fully banned, and how Bitcoin offers a radically different vision of personal and economic autonomy.

Rob Wallace sits down with Vince Lanci, veteran commodity fund manager and monetary historian, for a no-holds-barred conversation on the future of money, inflation, global power dynamics, and how America is pulling the same trick on Bitcoin that it did to gold back in the '70's.

Vince, author of the VBL Gold Fix Substack, brings 30+ years of experience in precious metals, market structure, and financial systems to unpack the Trojan horse threat of Bitcoin, how G7 nations may weaponize it, and why central banks are hoarding gold while retail is still distracted.