BTC Sessions

Simon Dixon, entrepreneur and Bitcoin advocate, joins James Rickards, economist and former Pentagon-CIA adviser, for a high-stakes tour of global finance. They debate who benefits from wars, the petrodollar’s future, gold versus Bitcoin, and whether stablecoins could spark a Treasury panic. They also examine the AI infrastructure bubble, frozen accounts, programmable money, and mounting threats to hardware-wallet security.

Michael Howell, global macro strategist, CrossBorder Capital founder, and author of Capital Wars, explores the forces shaping markets beneath the surface. He discusses the debt maturity wall, Treasury QE, repo stress, bond volatility, and AI’s pull on capital. Howell also explains Bitcoin’s role as a “liquidity sponge,” Europe’s missing safe asset, and why China may be following Japan’s path.

Rational Root, a Bitcoin on-chain analyst and chart researcher, brings 12 data-packed charts to the table. They explore why the cycle bottom may already be in, the missing blow-off top, ETF cost basis, institutional flows, and Bitcoin’s resilience through major shocks. The conversation also covers diminishing four-year cycles, STRC’s panic discount, AI, interest rates, and a possible all-time high before June 2027.

American HODL, outspoken Bitcoin commentator; Jeff Ross, physician-turned-macro investor; and Joe Carlasare, Bitcoin attorney and author, explore Bitcoin’s bullish market structure. They debate nation-state adoption, the end of the four-year cycle, the path beyond $100K, and institutional demand. The conversation also tackles AI’s economic disruption, compute governance, legal battles, and the rollback of proposed self-custody wallet restrictions.

James Check, a Bitcoin on-chain analyst and creator of Checkonchain, returns for a data-driven tour of Bitcoin’s shift from bear market to bull market. He explores holder behavior, cost-basis resistance, ETF capitulation, rising volume, and the psychological signals behind market bottoms. The conversation also covers housing, passive ETF adoption, AI infrastructure, dollar-cost averaging, and his scenarios for Bitcoin reaching $100,000.

Dave Collum, a chemistry professor and contrarian macro commentator, explores the AI bubble’s fragile one-year clock, Treasury yields drifting toward 6%, and the coming boomer-driven asset liquidation. He examines why data-center economies lack substance, whether AI threatens civilization, rising geopolitical and nuclear risks, pandemic incentives, and the potential breakdown of 60/40 portfolios. Gold and Bitcoin emerge as compelling survivors amid market repricing.

Jack Mallers, entrepreneur and founder of Strike, explores Bitcoin’s role in a chaotic financial system. He discusses debt as “time travel,” dollar debasement, generational wealth transfers, and the fight between saving and gambling. He assesses El Salvador’s experiment, Bitcoin payments, self-custody, and AI’s impact on open-source security. He also explains why Bitcoin may be America’s most American technology.

Doomberg, a pseudonymous macro and energy-market analyst, and James Lavish, macro investor and Bitcoin Opportunity Fund co-manager, examine a financial system under pressure. They discuss a new bond-market regime, hidden private-credit risks, Europe’s looming diesel crisis, Germany’s energy policy, and Bitcoin’s place in a shifting macro landscape. They also explore disciplined allocation across gold, cash, real assets, and Bitcoin.

Zack Shapiro, a lawyer building an AI-native firm, explores existential AI risk, recursive self-improvement, open-source models, and the gap between AI capabilities and workplace adoption. He also examines white-hat Bitcoin recovery, the legal jeopardy facing crypto developers, the Samurai Wallet case, and the collapse of the Clarity Act, leaving courts to decide the future of self-custody and open-source software.

Bitcoin mining executives Bob Burnett, Barefoot Mining founder and Ocean chairman, and Nacho Pauls, an industrial mining specialist on Ocean’s team, unpack the BIP-110 chain split and its impact on hash rate. They explore rented versus owned mining power, why large miners hesitate to switch pools, Ocean’s leadership changes and growth plans, and the urgent push for greater Bitcoin client diversity.