By Unchained Capital, Inc
5
2121 ratings
The podcast currently has 59 episodes available.
In this episode, we sit down with Dr. Jack Kruse, a neurosurgeon with over 30 years of experience, to explore his transformative journey from centralized medicine to decentralized health and his discovery of bitcoin as a tool for freedom and time preservation. Jack discusses the flaws in traditional medicine, the significance of circadian biology, and why sunlight and sleep are critical for optimal health. He explains his perspective on bitcoin as a “time machine” and the parallels between decentralized money and biology. The conversation touches on the importance of self-custody, the role of technology in shaping health outcomes, and whether Americans should consider moving to El Salvador for greater personal freedom. Jack also shares insights on the challenges of population growth, the potential to extend human lifespan, and how bitcoiners can prioritize health to secure their future.
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→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
0:00 Intro
1:06 Jack Kruse's background and medical journey
3:32 Decentralized medicine: what it means
9:20 Why centralized medicine is broken
11:19 The importance of circadian biology
18:25 Bitcoin and time: connecting decentralized money to health
23:11 "Bitcoin is a time machine": explained
33:53 How sunlight and darkness affect health
37:10 The role of technology in health outcomes
43:08 Living a healthier, longer life: practical advice
49:47 El Salvador: should Americans move there?
57:29 Is bitcoin a time machine for everyone? Victor’s story
1:01:13 The case for decentralizing your life
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Dr. Jack Kruse’s Twitter: https://x.com/DrJackKruse
In this episode, we sit down with Joe Kelly, co-founder and CEO of Unchained, to discuss his journey from his first ‘aha’ moment with bitcoin to building a company that prioritizes long term bitcoin security and self-custody. Joe reflects on Unchained’s evolution into a bitcoin-only company, his personal donation to the University of Austin’s bitcoin endowment, and Unchained’s new bitcoin donor-advised fund product. We explore the critical importance of self-custody, why new bitcoiners should care about self-custody, the challenges and opportunities for global bitcoin adoption, and Unchained’s future roadmap. Joe also shares his thoughts on the risks and potential of AI, phishing threats in the digital space, and the balance between security and user experience in bitcoin financial services.
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→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
0:00 Intro
1:18 ‘Aha’ moment, Dhruv’s influence
4:19 Founding Unchained, long-term vision
7:47 Bitcoin-only focus
10:27 University of Austin donation
13:18 Bitcoin donor-advised funds
15:23 Beyond bitcoin: family, consciousness
17:45 Favorite podcast
20:23 Why self-custody matters
26:01 Accelerating adoption
28:52 Phishing threats
32:20 Bitcoin ETFs
35:41 AI, identity verification
38:17 Unchained’s future
40:03 Roadmap, sustainability
41:30 Favorite products
44:44 ECB bitcoin paper
46:50 Contrarian views on money
49:05 Bitcoin’s biggest risk
50:44 Closing remarks
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Joe Kelly’s Twitter: https://x.com/josephkelly
In this episode, we sit down with Marty Bent, founder of TFTC, Managing Partner at Ten31 VC, and Director at Cathedra Bitcoin. Marty shares his journey, from starting his newsletter and TFTC podcast to recording at Barstool Sports and now recently being cited by the European Central Bank in an academic paper. We explore his take on the ECB's paper, bitcoin’s adoption speed, and the risks of mining centralization. Marty dives into vulnerabilities in bitcoin core, the future of mining, and Ten31’s unique approach to supporting bitcoin-only companies on a bitcoin standard. We also discuss the balance between clickbait and integrity in bitcoin media and AI's impact on content and media.
SUPPORT THE PODCAST:
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
0:00 Introduction
1:05 Starting Marty's newsletter and TFTC
3:22 Expectations vs. reality: Marty's journey
5:47 Recording at barstool sports and potential acquisition
10:21 Talking about bitcoin with co-workers at the managed futures fund
13:05 European central bank citing Marty's newsletter
23:25 Vulnerabilities in bitcoin
29:04 Mining centralization—is it a problem?
40:30 Worst and best business models you've seen at Ten31
47:26 What's the end goal for Ten31 portfolio companies?
52:08 How will VC change after the monetization of bitcoin?
58:23 How will media and AI evolve over the next decade?
1:02:23 Hyperbitcoinization faster than we expect?
1:08:00 Biggest risk for bitcoin?
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
In this episode, we sit down with Dennis Porter, CEO and Co-Founder of the Satoshi Action Fund, for an in-depth look at bitcoin’s place in U.S. politics. Dennis opens with an overview of how each political party approaches bitcoin and discusses the importance of bipartisan support. He examines bitcoin's resonance with American values, its appeal across political lines, and how policies can balance innovation and openness with consumer protection. Dennis reflects on the role of single-issue bitcoin voters and the potential impact on future elections including the 2024 US presidential election. He also explores how states are beginning to adopt bitcoin-friendly policies and the importance of creating scalable templates for state-level adoption.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
0:00 Intro
1:09 Breaking down each party’s stance on bitcoin
3:04 Bipartisan effort and why it matters for bitcoin
5:39 Kamala Harris vs. biden on bitcoin
7:04 Protecting consumers while supporting innovation
8:32 Bitcoin’s inclusiveness and appeal to democrats
9:36 Why bitcoin resonates with American values
10:16 Importance of bipartisan support for bitcoin
11:38 Working with both sides of the aisle
17:17 Role of broken money in political division
20:40 ECB’s stance on bitcoin holders
23:14 Debunking the ECB paper
26:16 Bitcoin’s potential as a bipartisan issue
29:20 Single-issue bitcoin voters and future elections
32:14 Bitcoin voters as a swing factor in elections
36:43 Strategic bitcoin stockpile plan
39:17 How bitcoin influences future elections
41:17 Adoption of bitcoin-friendly policies at the state level
47:15 Influence of presidential cycles vs. halvings on bitcoin cycles
50:07 Creating template policies for state adoption
53:02 Risk to bitcoin: if earth falls into the sun
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Dennis Porter’s Twitter: https://x.com/Dennis_Porter_
In this episode, we sit down with Pierre Rochard, VP of Research at Riot Platforms, and Bitstein, co-founder of the Nakamoto Institute, to discuss hyperbitcoinization and more. Pierre and Michael open by reflecting on its price history, historical cycles, and long-term outlook. They explore bitcoin’s progression onto the global stage, considering how central banks view it and where we are in the context of hyperbitcoinization. They address the critical balance between self-custody and bitcoin banks, including insights into the evolving role of custody solutions and associated risks. Discussing perspectives like those of Michael Saylor and Saifedean Ammous, they weigh in on bitcoin’s function as both an asset, a money, and the concept of bitcoin “yield.” The conversation covers MicroStrategy’s strategic approach to bitcoin and their perspective on the various models like S2F, power law, and Bitcoin24.
SUPPORT THE PODCAST:
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
0:00 - Intro
1:17 - Reflections on bitcoin cycles
3:21 - Long-term outlook
5:12 - Bitcoin on global stage
7:05 - Central banks’ view on bitcoin
14:03 - Defining hyperbitcoinization
17:05 - Self-custody vs. bitcoin banks
25:16 - Future of bitcoin custody
30:10 - Risks in custodial options
35:38 - Saylor vs. Saifedean on bitcoin banking
42:27 - Bitcoin yield vs. fiat yield
50:02 - MicroStrategy’s strategy
55:10 - Modeling bitcoin’s value
1:02:31 - Fiat vs. bitcoin volatility
1:04:15 - Challenging views in bitcoin community
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Pierre Rochard’s Twitter: https://x.com/BitcoinPierre
→ Bitstein’s Twitter: https://x.com/bitstein
In this episode, we sit down with Chaitanya Jain (CJ), an MBA candidate at Harvard Business School and strategist at MicroStrategy, who worked closely with Michael Saylor on the recent open source Bitcoin24 model. CJ shares his experience talking about bitcoin at HBS, detailing efforts to distinguish it from broader crypto discussions. We explore Michael Saylor’s perspective on whether bitcoin is money or just another asset. CJ offers insights into building the Bitcoin24 model and MicroStrategy’s evolving custody strategy, including the future of bitcoin in banking and other companies adopting MicroStrategy’s bitcoin strategy. We also cover their acquisition strategy using equity and convertible notes, the constraints they face, and how to think about valuing MicroStrategy in relation to their NAV. Last, CJ discusses MicroStrategy's potential future S&P 500 inclusion, effective bitcoin advocacy techniques, and the most significant risks to bitcoin today.
SUPPORT THE PODCAST:
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00:00 Introduction and background
00:03:23 Experience at HBS with bitcoin
00:06:06 Efforts to differentiate bitcoin from crypto at HBS
00:08:13 Bitcoin and crypto courses at HBS
00:10:21 Michael Saylor’s view of bitcoin: money or asset?
00:12:12 Catalysts for HBS interest in bitcoin
00:14:06 Key takeaways from interacting with Michael Saylor
00:18:25 Valuing bitcoin without cash flows
00:20:36 Building the Bitcoin24 model with MicroStrategy
00:24:24 MicroStrategy’s bitcoin custody strategy
00:26:32 Future of bitcoin in banking
00:30:55 Other companies following MicroStrategy’s bitcoin strategy
00:38:21 MicroStrategy’s bitcoin acquisition strategy: equity and convertible notes
00:46:24 Limits on equity issuances and convertible notes
00:50:24 Common misunderstandings about MicroStrategy
00:52:42 MicroStrategy’s inclusion in the S&P 500
00:58:26 Bitcoin advocacy and persuasion techniques
00:59:10 Biggest risks to bitcoin
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Chaitanya Jain’s Twitter: https://x.com/_ChaitanyaJ
In this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains why gold miners are taking on a new role, while commodity stocks resemble bonds. We also discuss the potential release valves of gold, oil, and bitcoin. Luke provides insights into the shifting dynamics of physical versus paper assets, the repricing of bonds and hard assets, and bitcoin’s potential place in central bank reserves. Additionally, we cover China’s latest economic moves, the ongoing global debt bubble, and the potential impact of the U.S. Presidential election.
SUPPORT THE PODCAST:
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00 - Intro
01:06 - The U.S. fiscal situation and 'true interest expense'
02:49 - U.S. fiscal tightening and liquidity needs
04:03 - 'America doesn’t get to do collectively stupid stuff with borrowed money forever'
04:51 - What is money?
07:13 - Most crowded and least crowded trades today
08:39 - 'Gold miners are the new commodity stocks, commodity stocks are the new bonds'
12:07 - The release valve: gold, oil, and maybe bitcoin
14:21 - Bitcoin miners as the new gold miners?
16:06 - The importance of physical versus paper assets
20:10 - The accelerating repricing event in bonds and hard assets
23:49 - How bitcoin and gold fit into the reserve asset narrative
33:14 - Will central banks eventually hold bitcoin?
35:00 - China’s aggressive stimulus and what it means for global markets
39:00 - The global sovereign debt bubble and the U.S. deficit
40:21 - U.S. Presidential election and fiscal largesse
41:59 - Repricing of gold and bitcoin
49:10 - What most bitcoiners disagree with Luke on
50:24 - The biggest risks to bitcoin and gold
55:00 - Outro and where to find more of Luke’s work
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Luke Gromen’s Twitter: https://x.com/LukeGromen
In this episode, we sit down with James Check to tackle common misconceptions in bitcoin, from misunderstood on-chain metrics to the real impact of long-term holders. We break down key market indicators, discuss risks of audience capture, and explore whether bitcoin is set for slow, steady growth or another 80% drop. We also dive into the relevance of entity-adjusted metrics, the potential impact of ETFs, and how Checkmate optimizes bitcoin allocation strategies. Looking ahead, we speculate on bitcoin’s role in future portfolios, touch on large-scale gold buying, and even consider whether aliens might have their own version of bitcoin.
SUPPORT THE PODCAST:
→ Subscribe
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00 Introduction
01:40 What is one thing you think most people are wrong about?
08:14 Misinterpreted on-chain metrics and long-term holders
13:00 Key metrics to watch for market tops
19:10 Protecting against audience capture in bitcoin narratives
22:44 Slow grind up vs fast exponential growth?
25:48 Will bitcoin fall another 80% at some point?
29:25 Bitcoin was not a ZIRP phenomenon
30:10 Optimizing DCA and portfolio allocations through cycles
35:00 How accurate are “entity-adjusted” on-chain metrics?
41:10 Do ETFs destroy the potential usefulness of on-chain analytics?
46:35 Decades from now, how much bitcoin is in a typical portfolio?
50:50 Who is buying gold in size now?
56:50 Do aliens exist and did they discover their own bitcoin?
1:02:50 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Checkmate’s Twitter: https://x.com/_Checkmatey_
In this episode, we sit down with Troy Cross to examine the environmental impact of bitcoin mining and its potential role in stabilizing energy grids. Troy shares his journey into bitcoin and peer-to-peer systems, addressing early concerns about energy consumption and how his views have evolved. We explore key data from bitcoin miners on energy usage and discuss the challenges of gathering accurate information. Troy highlights bitcoin mining’s unique flexibility in reducing emissions and compares its energy impact to other technologies like AI. We also cover the political implications of bitcoin, potential risks, and the importance of effective branding for bitcoin’s future growth.
SUPPORT THE PODCAST:
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→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
TIMESTAMPS:
00:00 Introduction
01:40 The environmental impact of bitcoin mining
04:28 How Troy got into bitcoin and peer-to-peer systems
07:33 Early concerns about bitcoin’s energy consumption
11:21 Bitcoin’s role in stabilizing energy grids
14:53 Data from bitcoin miners on energy consumption
18:47 Challenges in gathering bitcoin mining data
21:25 Bitcoin mining’s flexibility and reduced emissions
25:02 Halvings, miners, and price
28:37 Bitcoin’s superpower: Flexible energy consumption
32:12 Comparing bitcoin to AI in energy use
34:44 The future of energy and bitcoin
38:12 How bitcoin mining adapts to market conditions
42:28 Political ramifications of bitcoin
46:08 The biggest risk to bitcoin
50:09 Bitcoin’s branding challenges
54:12 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Troy Cross’s Twitter: https://x.com/thetrocro
→ Troy’s bitcoin ownership report: https://www.thenakamotoproject.org/report
→ Troy’s bitcoin mining report: https://www.btcpolicy.org/articles/bitcoin-mining-reduces-carbon-emissions
In this episode, we sit down with Rational Root to explore whether bitcoin is on the verge of entering a parabolic growth phase. We discuss key indicators, including on-chain data, market cycles, and global liquidity trends, to assess the current state of bitcoin and its potential for rapid price acceleration. Root breaks down the importance of short-term holder behavior, ETF flows, and the psychology of the market. We also consider external factors, such as macroeconomic conditions and regulatory developments, that could fuel or hinder bitcoin's next major move.
SUPPORT THE PODCAST:
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TIMESTAMPS:
01:40 Where are we in the 4 year cycle?
04:55 Bitcoin goes sideways or down a majority of the time
08:14 Cycles from the bottom
13:03 On-chain value map
21:21 Do ETFs change on-chain analytics?
24:00 Psychology of a bitcoin market cycle
26:23 Global liquidity catalyst
30:14 Short-term holder supply
34:38 Bitcoin ETF flows
43:30 Bitcoin ETF cost basis
45:55 Bitwise proof of reserves
49:40 HODL Model update
1:01:40 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Rational Root’s Twitter: https://x.com/therationalroot
The podcast currently has 59 episodes available.
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