Value Stack: A Bitcoin Podcast

Value Stack, where old finance and Bitcoin meet. We discuss current events and age old human biases as we dissect Bitcoin’s ascension.

If you're interested in investing, economics, Bitcoin, and libertarian ideas, then Value Stack Podcast is for you!

Brought to you by @Shaperfunds and @BTCBap.

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0:00 A Word About Our Sponsors

1:00 Intro

2:50 Taos and Denver Bitcoin Meetups

6:30 Twitter Adopts Bitcoin Lightning

10:50 China Bans Bitcoin (Again)

14:30 More US Regulation of Crypto Incoming?

16:04 Coinbase CEO on Pomp's Best Business Show

19:38 Toxic Bitcoiners Twitter Spaces Debate

23:15 Bitcoin vs Blockchain

26:55 Boating Accident of the Week - Francis Suarez and MiamiCoin

29:50 ESG Investing and Bitcoin

36:36 Challenging our Existing Perceptions

41:00 Is Bitcoin's Energy Consumption Worth it?

44:00 Outro

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Value Stack, where old finance and Bitcoin meet. We discuss current events and age old human biases as we dissect Bitcoin’s ascension. If you're interested in investing, economics, Bitcoin, and libertarian ideas, then Value Stack Podcast is for you! Brought to you by @Shaperfunds and @BTCBap.

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0:00 Thanks to our Sponsors - Coinbeast.com and Anchor 2:05 Intro 3:50 Meeting Preston Pysh 6:50 Fidelity Predicts $1B per BTC 8:22 Twitter BTC Strategy vs Coinbase vs Titan  - Corporate Strategies Compared 11:40 Decentralization Trends of Companies and Data Privacy 13:52 Crypto vs Bitcoin - Risk Profiles Compared 20:20 What Crypto Projects are Adding Value to Society? 27:14 Boating Accident of the Week - Busta Rhymes 29:16 Modern Portfolio Theory and Bitcoin 35:23 Nominal vs Real Returns 38:09 What's the right Bitcoin allocation in a portfolio? 42:32 Outro ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 

Visit Our Website
Support the Show

Value Stack, where old finance and Bitcoin meet. We discuss current events and age-old human biases as we dissect Bitcoin’s ascension.   

Brought to you by @Shaperfunds and @BTCBap.  #bitcoin

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0:00 Sponsorships 

2:42 Bitcoin Price Discussion 

7:51 Congress Infrastructure Bill 

11:30 The B-Word Conference 

17:19 Bitcoin and World Peace 

24:03 $FTX and $HOOD Raise More Capital 

26:06 Boating Accident of the Week - Trevor Milton 

30:03 Investing and Managing Behavioral Biases 

45:03 Outro 

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Support the Show

Welcome to Value Stack Podcast. If you're interested in investing, economics, Bitcoin, and libertarian ideas, then this is the podcast for you!

Brought to you by @Shaperfunds and @BTCBap.

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0:00 Sponsorships

1:03 Intro 

1:32 Attending Local Bitcoin Meetups 

4:24 Is Stock to Flow Model Breaking Down? 

9:11 Grayscale GBTC Lockup Expiry - Price Drop Incoming? 

26:18 Boating Accident of the Week (US Senator Cynthia Lummis) 

31:08 Trading and Managing Emotions in Volatile Markets 

41:14 Major Hashrate Decline - A Cause for Concern? 

47:23 Outro

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Today's topics:  

-We discuss our experience attending local bitcoin meetups in person and the growth of the bitcoin community post-lockdown.  

-We have a critical look at the Stock to Flow model and discuss its current large deviation from the model prediction. It is make-or-break time for this model to continue to hold. If it does, it looks to be a strong accumulation signal.  

-We talk about the Grayscale Trust GBTC lockup expiry soon approaching, and the implications it could have for the bitcoin markets, and the reasons investors may look to sell their position at a loss.   

-We talk about the risks of trading and timing market cycles, as well as managing emotions behind investing, based on our tenured experience as financial managers and bitcoin investors.  

-We recognize US Senator Cynthia Lummis' recent OpSec mistake on CNBC in this week's Boating Accident.   

-We talk about the difficult adjustment period and the implications a 50% hash rate drop has for the bitcoin network, as well as potential considerations to note over the next few months regarding bitcoin mining.

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In today's podcast, we discuss the recent adoption of Bitcoin in El Salvador, the events that led up to it, and the implications worldwide now that Bitcoin is legal tender.

We have a critical discussion about Bitcoin toxic maximalists and whether they're good for the adoption of Bitcoin or not. We also talk about recent events surrounding Robert Breedlove and BitClout, and give our takes. 

We acknowledge the legendary life of John McAfee in this week's Boating Accident.

We talk about the difficulty of teaching financial advisors about bitcoin, how to teach bitcoin to people more effectively, and the great importance of remembering why bitcoin is a powerful force for positive change and human rights.

If you're interested in investing, economics, Bitcoin, and libertarian ideas, then this is the podcast for you!

Brought to you by @Shaperfunds and @BTCBap.

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Welcome to Value Stack Podcast, where we talk about all things related to value investing and Bitcoin.  

In today's episode, we discuss the reason rise of Dogecoin, Elon Musk's misunderstanding of Bitcoin, and the recent bitcoin crash into mid-40 thousand. 

We also talk about the Ethereum ecosystem compared to Bitcoin's maximalists.  We talk about common misconceptions on block times, scalability, lightning network, Bitcoin on Mars, and more.

Heard about the bitcoin car?  That's coming too!

If you're interested in investing, economics, cryptocurrencies like Bitcoin, and libertarian ideas, then this is the podcast for you!   

Brought to you by @Shaperfunds and @BTCBap. Subscribe if you like for more videos. 

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Welcome to the Value Stack Podcast, where we talk about all things related to value investing and Bitcoin. 

In today's second episode, we discuss Bitcoin Basics and how the various components of the network assimilate together to form a valuable cryptocurrency.

We talk about miners, nodes, block rewards, halving epochs, security, wallets, and more. If you're a beginner and are looking to sharpen your bitcoin sword, this is a great episode to check out. 

If you're interested in investing, economics, cryptocurrencies like Bitcoin, and libertarian ideas, then this is the podcast for you!  

Join @Shaperfunds and @BTCBap on Twitter for this part 1 of Bitcoin Basics. and how bitcoin will change the landscape of investing as we know it.

Welcome to the Value Stack Podcast, where we talk about all things related to investing and Bitcoin.  In today's debut episode, we discuss measures of inflation and the value investor's dilemma. We discuss Naufal Sanaullah guest episode on The Business Brew podcast. We talk about Michael Saylor's views on bitcoin and inflation, and the process of hyperbitcoinization.  If you're interested in investing, economics, cryptocurrencies like Bitcoin, and libertarian ideas, then this is the podcast for you!  

Join @Shaperfunds and @BTCBap on Twitter for this hour-long dive into the world of value investing, and how bitcoin will change the landscape of investing as we know it.

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