Matthew Pines is a national security consultant and a Fellow at the Bitcoin Policy Institute. American HODL is an OG Bitcoiner.

In this episode, we discuss the Strategic Bitcoin Reserve, the geopolitical game theory behind nation-states accumulating Bitcoin and the details of the executive order. We also get into the implications for monetary policy, how this shifts incentives for developers, and whether this signals the beginning of a global Bitcoin arms race.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/  CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny American HODL: https://x.com/americanhodl8 or https://primal.net/hodl Matthew Pines: https://x.com/matthew_pines

Josh Hendrickson is a professor of economics and Chair of the Department of Economics at the University of Mississippi, William Luther is an associate professor of economics at Florida Atlantic University and a senior fellow at the Bitcoin Policy Institute.

In this episode, we discuss why many mainstream economists misunderstand Bitcoin and why monetary economists remain skeptical, the flaws of modern economics and the dominance of naive empiricism. We also get into Gresham’s Law, the potential for a Bitcoin standard, the sustainability of fiat money, and whether we need central banks.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/  CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Josh Hendrickson: https://x.com/RebelEconProf William Luther: https://x.com/WilliamJLuther 

Daniel Batten is a Bitcoin environmental analyst and investor focused on mining and sustainable energy.

In this episode, we break down why this cycle is different, with sovereign funds, pension funds, and miners driving demand. We discuss landfill gas-powered mining, methane mitigation, and how Bitcoin turns stranded energy into an asset.

We also get into the collapse of environmental FUD, the shift in institutional investment, and why Bitcoin’s volatility cycles are smoothing out.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd ANCHORWATCH: https://www.anchorwatch.com/  CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Checkmate is an on-chain analyst and founder of Checkonchain.

In this episode, we break down the recent Bitcoin correction, what’s driving sentiment, and whether this is just a shakeout. We discuss the role of long-term holders in market cycles, how ETFs are reshaping Bitcoin’s liquidity flows, and why Bitcoin dominance has caught many off guard.

We also get into the macro forces influencing Bitcoin’s price action and explore how its market structure mirrors natural systems like earthquakes.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund.

In this episode, we discuss global liquidity cycles, the role of the Federal Reserve in managing market liquidity, and the implications of U.S. deficit spending. We also get into Bitcoin’s correlation with liquidity cycles, the potential for Bitcoin-backed bonds, whether Bitcoin will eventually break free from its perception as a risk asset and what incoming QE could mean for Bitcoin’s price.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Preston Pysh is an investor, GP at Ego Death Capital and host of The Investor’s Podcast & Nico Lechuga is Founding Partner at Ego Death Capital.

In this episode, we discuss Bitcoin-backed bonds, the role of Bitcoin in corporate finance, and whether the U.S. or nation-states will adopt Bitcoin as a strategic reserve. We also get into game theory behind sovereign wealth funds, companies following MicroStrategy’s playbook, and the broader implications of financial markets being forced to adapt to Bitcoin as well as the impact of U.S. deficit spending, whether fiscal austerity is even possible under a fiat system, and what Bitcoin's rise means for global monetary policy.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Eric Yakes is the author of The 7th Property and Managing Partner at Epoch, a Bitcoin venture firm.

In this episode, we discuss Bitcoin adoption trends, the role of ETFs and institutional buyers, and whether nation-states will adopt Bitcoin as a reserve asset and the rise of Bitcoin-backed corporate finance.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Becca Rubenfeld is the co-founder and COO of Anchor Watch.

In this episode, we discuss Becca’s journey from corporate America to Bitcoin, Anchor Watch’s Trident Vault, the role of MiniScript in securing Bitcoin, the role of Lloyd’s of London, and why insured custody is the future. We also get into the challenges of startup life, raising money in a bear market, and what it takes to insure all the Bitcoin.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and Fictitious Capital is a writer and researcher.

In this episode, Alex and Fictitious Capital discuss Bitcoin's potential to challenge the current global financial order. They debate the feasibility of a Strategic Bitcoin Reserve, the implications for U.S. financial dominance, and whether Bitcoin adoption can truly constrain state power.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

Alex Thorn is the Head of Research at Galaxy Digital.

In this episode, we discuss the growing institutional adoption of Bitcoin, the role of the U.S. government, whether a strategic Bitcoin reserve is on the table and Trump's Policies on Bitcoin. We a also get into the end of Operation Choke Point 2.0, Bitcoin’s current cycle, the role of ETFs, and why Bitcoin not crypto.

MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/