The Cantilever Podcast

On this episode, we’re joined by Matt Dines, co-founder and CIO/CFO of Build Asset Management, to explore Bitcoin’s evolving role in investment strategies. Matt shares his journey into Bitcoin and its potential as collateral for credit expansion, emphasizing its importance in preserving purchasing power amid rising US Treasury debt. He discusses the transition from traditional fiat systems to Bitcoin-backed credit, forecasting a $40 trillion credit expansion over the next decade. Matt also dives into the geopolitical shift from a unipolar to a multi-polar world and how Bitcoin could play a key role in diversifying reserve assets beyond the US dollar.

Connect with Matt:

LinkedIn: https://www.linkedin.com/in/mattdines/
X: @LeveredUSTs
Website: https://getbuilding.com/

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

In our first episode of the new year, partners Brendan Quinn and Jon Frisch, set the stage for Bitcoin trends in 2025. Institutional adoption is finally here, fueled by the launch of Bitcoin ETFs—the vehicle Wall Street needed. Retail investors took Bitcoin from $0 to $2 trillion, but institutions could drive it to $10 trillion, rivaling gold. Companies and governments are now poised to be the largest BTC buyers. Credit is emerging as the vital bridge between traditional and digital finance. We also discuss the need to support entrepreneurs uncovering innovative solutions beyond the obvious.

Who Owns the Most Bitcoin 2025? - River 

Stone Ridge Investor Letter 2024

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

Our partners, Brendan Quinn and Jon Frisch, reflect on Bitcoin's monumental year in 2024,  topping at $107,000 per bitcoin. With BTC ETFs going live—becoming some of the best-performing funds ever—Bitcoin has solidified its place in portfolios beyond retail investors. They explore how election dynamics, including a pro-crypto "Red Wave," and nation-state game theory are driving adoption, with countries potentially buying Bitcoin to outpace the U.S. Could this spark the next big price surge? 

They also discuss shifting Overton windows, MicroStrategy’s bold strategy, and whether fear of government bans is fading. Tune in for this deep dive into Bitcoin’s unprecedented year and its future implications.

Listen on the following:
Apple Podcasts
Spotify
Fountain

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

Our recent guest, Sam Callahan, is a leading Bitcoin educator who’s on a mission to empower investors and institutions with the knowledge they need to navigate the evolving world of Bitcoin. With roles on the Advisory Boards of MARA Holdings and Acropolis, Sam brings a wealth of expertise and insights to the table.

Sam is also the author of The News Block, a go-to Substack for staying informed on the latest Bitcoin trends and developments. Tune in as we explore his journey, the importance of education in driving Bitcoin adoption, and what’s next for this groundbreaking financial ecosystem.

Connect with Sam:

Twitter: @samcallah

LinkedIn: Sam Callahan

Website: The News Block

Recent Article: Bitcoin: A Global Liquidity Barometer

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

We sat down with Carlos Chida, co-founder and Chief Technology Officer at Yopaki, a trailblazing company aiming to redefine the neobank experience. Yopaki integrates Bitcoin-centric technology with deep cultural insights, offering innovative solutions for financial empowerment. Carlos shares his Bitcoin origin story, sheds light on the challenges of acquiring financial assets in countries like Mexico, and outlines Yopaki’s vision for a future where financial tools are universally accessible. His insights highlight the transformative potential of Bitcoin in addressing global financial friction and fostering greater inclusion.

Connect with Carlos:

Twitter: @carloschida

LinkedIn: Carlos Chida

Website: www.yopaki.com

Listen on the following:
Apple Podcasts
Spotify
Fountain

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

Our managing partners, Brendan Quinn and Jon Frisch, discuss Bitcoin’s recent surge to a new all-time high and its impact on the Bitcoin ecosystem. 

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

In this episode, we sit down with Andrew Newman, co-founder of PubKey Bar and Media House, a unique Bitcoin cultural hub nestled in a dive bar in New York City's historic Greenwich Village. PubKey hosts weekly events open to the public, offering a fun and accessible way to explore all things Bitcoin. Andrew shares his background, the origin story of PubKey, and its growing role in the Bitcoin ecosystem. Tune in to hear how PubKey is making Bitcoin approachable for everyone while building a vibrant community around it.

Connect with Andrew:

LinkedIn: Andrew Newman

Website: pubkey.bar

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

"The bear market needs to be used to build a business that can handle the volume that is sure to come from a bull market” 

We talked with Trey Sellers, VP of Enterprise Sales at Unchained Capital, who emphasized the impact of Bitcoin ETFs on market adoption. We also discussed Unchained Capital's growth, its durability during bear markets, and its intentions to broaden its services to encompass traditional financial products, with the goal of offering a complete financial solution for Bitcoin holders.

Check out our first conversation with Trey: Episode 8

Connect with Trey:

LinkedIn: Trey Sellers

Website: treysellers.com

Twitter: @ts_hodl

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

Our managing partners, Brendan Quinn and Jon Frisch, discuss the upcoming FED meeting and potentially its first rate cut in four years. They also share why FOLD going public on the NASDAQ via a SPAC deal is a significant step forward for the Bitcoin ecosystem.

Listen on the following:
Apple Podcasts
Spotify
Fountain

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

"Not your keys, not your coins; not your server, not your data." 

We sat down with Rodrigo Arguello, who is passionate about financial sovereignty, and advocates for self-custody of funds and data. a seasoned finance professional born and raised in El Salvador, now living in New York City. With over a decade of experience at Merrill Lynch and Citi, Rodrigo has worked closely with high and ultra-high-net-worth families from Latin America. After discovering the transformative power of Bitcoin and the Lightning Network, he switched to IBEX, where he now focuses on educating and "orange-pilling" wealthy families, business owners, and financial institutions on how to incorporate Bitcoin into their portfolios and operations.

Connect with Rodrigo:

LinkedIn: Rodrigo Arguello

Twitter: @rod_arguello

Nostr: npub1m7hssyvr3pdqq6w8jwhj7j7ts9uznfzt83rdzp72lmhqvuj2gngqqjtvh9

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.