"They will allow inflation to run hotter than they'll admit to."

James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist newsletter.

In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures inflation. We get into the inflation task force, the trimmed mean PCE, why the 2% target was always arbitrary, and how the balance sheet is quietly expanding through treasury buybacks and QE light.

We also cover credit card delinquencies hitting 2008 levels, the K-shaped economy, whether the Fed is hoping AI bails them out of the debt problem, the circular AI trade, and why James is confident Bitcoin will be back at all-time highs within 12 months.

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“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.”

Fernando Nikolic is the founder of Perception. In this episode, we get into whether Bitcoin has lost its narrative, why Michael Saylor’s messaging has changed, and how narratives can move markets. Fernando breaks down the shift from Saylor’s early Bitcoin maximalist language to the more recent focus on credit, derivatives and Strategy as a financial product.

We also get into whether Bitcoin’s rebel era is over, why the ETF approval may have marked the end of Bitcoin as a countercultural movement, and whether Bitcoin adoption is now becoming more fragmented, boring and inevitable.

We also get into the death of monoculture, the way the internet has broken shared reality, and how AI, Spotify and algorithmic feeds are creating a more homogenised culture.

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“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.”

Joe Consorti is back on the show to break down why he thinks the Bitcoin bottom may be closer than many people expect, why $50k is the key level to watch, and why October or November could mark the final low before Bitcoin begins moving into its next bull market.

We discuss:

– Bitcoin below $60k

– Whether the four-year cycle is still alive

– The role of inflation, oil, midterms, and global liquidity

– Why capital has rotated into the AI trade

– Michael Saylor, Strategy, MSTR, STRC

– Why central banks can’t stop printing money

– Why the Bitcoin thesis remains unchanged

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“The game has changed, it’s very clear.”

Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into why he believes the dollar system has already changed and why Bitcoin may be the endgame.

For decades, global markets have been built around the offshore dollar system: LIBOR, Fed backstops, QE, ZIRP and the assumption that every crisis ends with more liquidity. But Matt argues that world is being replaced by something very different: a Treasury-led dollar system built around T-bills, SOFR, regulated stablecoins and a new set of geopolitical incentives.

We discuss why 2022 was such an important inflection point, how the move from LIBOR to SOFR changed the structure of dollar markets, why the GENIUS Act matters for stablecoin rails, and what Treasury dominance means for the Fed, global credit and Bitcoin.

We also get into MicroStrategy and STRC, the risks facing Bitcoin treasury companies, why dollar liquidity still drives Bitcoin markets, how geopolitics is reshaping the financial system, the path to a Strategic Bitcoin Reserve, and why holding real Bitcoin still matters.

Bitcoin is not just another risk asset in this transition. It may become the base layer for a new monetary system, but getting there will be volatile, political and tied to the future of the dollar.

In this episode:

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“The market is trying to find a villain right now—and Saylor is that guy.”

Adam Livingston explains the pressure building around Michael Saylor, MicroStrategy and STRC as the preferred stock trades at $88, well below its $100 par value.

Is STRC broken, or is the market mispricing Strategy’s credit risk? Adam explains how STRC works, why its yield has climbed above 13%, whether it can recover to par, and what Strategy’s capital structure means for MSTR shareholders. We also get into dilution, dividend coverage, Strategy’s use of its cash reserve and whether Saylor is now forced to keep accelerating his Bitcoin strategy.

We also get into the Bitcoin bear market, the possibility of a market bottom and why Adam believes the current environment is presenting a major buying opportunity.

In this episode:

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“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.”

In this episode, Lawrence Lepard is back on the show to explain why the Fed is trapped between persistent inflation, an accelerating sovereign debt crisis and a financial system that cannot withstand genuinely tight monetary policy.

Lawrence breaks down the Fed’s retreat from forward guidance, why its new playbook gives policymakers cover to change course without warning, and why he believes today’s hawkish stance will ultimately give way to rate cuts and more money creation.

We also explore his “decade of inflation” thesis. He argues that the cycle began in 2020, that double-digit inflation is still ahead, and that a major disruption in the Treasury or bond market could trigger a “break-glass” response from the Fed, sending Bitcoin, gold and other hard assets dramatically higher.

In this episode:

• Why the Federal Reserve is abandoning forward guidance

• How the Fed could redefine inflation

• The sovereign debt problem

• Why double-digit inflation is coming

• Lawrence's outlook for Bitcoin and gold

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“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agenda.”

Simon Dixon is an entrepreneur & investor. In this episode we get into the decline of American hegemony, the rise of a multipolar world, the petrodollar, China, BRICS, Iran, Venezuela, energy, AI, surveillance and the institutions that operate above elected governments. He explains why he sees war, debt and political polarisation as mechanisms that move capital, concentrate wealth and reshape the global order.

We also discuss where Bitcoin fits into all of this, why Wall Street wants it held in custody, and how leverage is used to separate people from their Bitcoin.

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“The dollar endgame is still in play, but it’s going to play out much differently than most people think.”

Peruvian Bull, is a macro analyst and the author of Dollar Endgame.

In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next.

We get into the eurodollar system, stablecoins, treasury demand, the yen carry trade, QE, yield curve control, zombie companies, and the ways central banks continue to create new tools to kick the can down the road.

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I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable."

Peter Dunworth is the co-founder of The Bitcoin Adviser.

Bitcoin is at $62,500, down 50% from the all-time high, and sentiment is the worst it has ever been. So why is the most bullish man in Bitcoin calling this the best buying opportunity in history?

We discuss why the bottom is closer than you think, why the next cycle breaks every model, the wall of AI money waiting to rotate into Bitcoin, how the Clarity Act turns the US dollar into a global stablecoin empire, the coming death of all fiat currencies and the 30% property crash heading for Australia.

In this episode:

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"We are taught that the state builds our economy, but the reality is that every act of intervention is an act of wealth destruction."

Max Hillebrand joins the show to tear down the Keynesian fallacies that keep us in a cycle of manufactured poverty and systemic theft. We go deep into the Austrian framework to explain why privacy isn't just a tech feature, it is the bedrock of a free economy.

We discuss:\

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The Praxeology of Privacy: https://towardsliberty.com/pop