What Bitcoin Did

Mauricio Di Bartolomeo, co-founder of Ledn and a Venezuelan survivor of hyperinflation, discusses Bitcoin's transformative potential in the financial system. He shares how Ledn navigated the collapse of competitors by eliminating risky practices and focusing exclusively on Bitcoin-backed loans. Mauricio emphasizes the growing acceptance of Bitcoin among banks and the implications for interest rates. He contrasts traditional lending's biases with Bitcoin's promise of financial inclusion, illustrating its role as a lifeline amidst economic turmoil.

Rational Root, an insightful Bitcoin on-chain analyst and author of the "Bitcoin Strategy Platform" Substack, discusses the current state of Bitcoin's bull market. He argues against a prolonged bear market, highlighting how institutional demand is reshaping price dynamics. The conversation dives into the potential of 100k as a new baseline and the impact of macro factors like interest rates and political policies. Root also emphasizes the evolving psychological landscape of the market, framing Bitcoin’s structural adoption as a stabilizing force against volatility.

Mitchell Askew, Head of Research at Blockware and author of The Conservative Case for Bitcoin, dives into the evolving world of Bitcoin treasury companies and mining strategies. He discusses how miners are transforming into treasury plays and the tax benefits affecting company decisions. The conversation highlights Bitcoin's market dynamics, the generational divide in adoption, and the future price trajectory, with Mitchell asserting the four-year cycle is over and predicting a 'stair-step' journey to $1 million.

CJ Konstantinos, Founder of People’s Reserve, dives into Bitcoin's evolution as digital gold and its game-changing role in real estate and finance. He explains how Bitcoin could become the ultimate collateral, revolutionizing lending processes. The conversation highlights the importance of financial education and the risks of traditional systems, while exploring the innovative potential of Bitcoin-backed mortgages. CJ also discusses the idea of Bitcoin bonds and how they might recapitalize economies, advocating for a financial revolution driven by informed decisions.

Matthew Pines, the Executive Director at the Bitcoin Policy Institute, dives into the intriguing world of Unidentified Aerial Phenomena (UAPs) and their connections to Bitcoin. He discusses the potential legacy of U.S. government secrecy and the importance of transparency in UAP research. Pines highlights the parallels between Bitcoin and UAPs as shared epistemic journeys and considers how quantum consciousness might reshape our understanding of reality. The conversation also touches on the mindset of Bitcoin investors as innovative thinkers poised to tackle future challenges.

Grant McCarty, Co-President of the Bitcoin Policy Institute, dives into the evolving landscape of Bitcoin policy in Washington, DC. He discusses how the Strategic Bitcoin Reserve moved from concept to legislative proposal. The conversation highlights challenges in Congress regarding stablecoins, market structure bills, and the urgency for clear cryptocurrency regulations. Grant points out bipartisan support for Bitcoin and the need for deeper legislative protections over executive actions. He also emphasizes community-building efforts like PubKey DC that foster meaningful policy dialogue.

Becca Rubenfeld, co-founder and COO of AnchorWatch, shares her powerful story of adopting her son from a Ukrainian orphanage, facing government corruption and emotional challenges along the way. She delves into the systemic failures within the adoption process and the urgent need for ethical practices. Becca also opens up about her recent diagnosis of an aggressive cancer, reflecting on resilience and community support. Her journey highlights the complexities of family, love, and hope amidst personal and political chaos.

Erik Cason, author of 'Cryptosovereignty' and co-founder of Vora, teams up with Jesse Posner, a former Coinbase engineer, to explore the transformative power of Bitcoin. They discuss how the modern state has collapsed and argue that Bitcoin could restore sovereignty in the digital age. The duo highlights Bitcoin's role in challenging state surveillance and advancing digital rights while addressing the risks posed by financialization. They also emphasize the need for tools empowering privacy and self-sovereignty, marking this fight as essential for future freedoms.

Jeff Walton, a financial analyst and the Founder of True North, dives into Bitcoin treasury companies and the evolving landscape of Bitcoin-backed financial strategies. He discusses how innovative financial instruments could reshape the market, potentially redirecting trillions from fixed income to Bitcoin. Walton also examines the risks associated with corporate treasury models and the importance of security in Bitcoin investments. The conversation sheds light on navigating capital structures and the ethical considerations for new investors in this dynamic space.

In this engaging discussion, Jeff Ross, a macroeconomist and CEO of Vailshire Capital Management, shares insights on the looming inflationary era reminiscent of the 1970s. He argues that global capital is shifting away from U.S. assets, potentially favoring Bitcoin and gold for remarkable gains. Jeff also explores the risks associated with corporate Bitcoin strategies and the geopolitical impacts of war on markets. He predicts Bitcoin could peak around late 2025 and discusses how emerging markets stand to benefit from these economic shifts.