Less Noise, More Signal

Pascal
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Aug 7, 2025 • 1h 20min

Climate tech investor Daniel Batten: Bitcoin is absolutely critical to the green energy transition

Daniel Batten, a climate tech investor and Bitcoin mining analyst, discusses the pivotal role of Bitcoin in the green energy transition. He debunks environmental myths, revealing how Bitcoin mining can actually support renewable energy initiatives. Batten emphasizes Bitcoin's potential to empower underserved communities and improve financial literacy. He also explores Bitcoin’s disruptive technology status and its regional benefits, while advocating for a clearer understanding of its governance and social implications.
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10 snips
Jul 31, 2025 • 33min

Mexican billionaire Ricardo Salinas: Bitcoin is like your house - just see its value go up!

In this engaging discussion, Ricardo Salinas, the visionary CEO of Grupo Salinas and advocate for financial freedom, advocates for Bitcoin's potential as modern digital gold. He emphasizes the need for education in achieving financial independence while sharing corporate strategies for investing in Bitcoin. Salinas critiques government interference and highlights its impact on personal liberty. He stresses continuous learning and social initiatives to foster understanding of Bitcoin, advising the community on privacy and long-term investment approaches, akin to owning property.
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26 snips
Jul 24, 2025 • 1h 2min

Michael Howell on GENIUS Act: Stablecoin adoption could mean slower credit growth

Michael Howell, CEO of Cross Border Capital and liquidity trends expert, shares insights on the current liquidity cycle. He discusses how a weakening dollar is reshaping global markets and the unconventional dynamics of stablecoins. Howell delves into the Genius Act's potential to alter the banking landscape, stressing how stablecoin adoption might slow credit growth. With over 40 years in finance, he emphasizes the importance of asset valuation strategies in an inflationary environment. His analysis suggests a shift towards real assets for investors.
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Jul 21, 2025 • 48min

James Check: Here’s what’s weird about this Bitcoin all-time high

In this conversation, Bitcoin on-chain analyst James Check, founder of CheckOnChain, shares his insights on the current Bitcoin market dynamics. He emphasizes the significance of market psychology and the patience required from investors. The discussion also covers the recent price surge, the implications of low trading volume, and strategies for navigating volatile markets. James explores the potential future of Bitcoin coexisting with fiat currencies and addresses blind spots that investors should consider.
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19 snips
Jul 17, 2025 • 1h 47min

Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market

Ben Kizemchuk, a portfolio manager at Wellington Altus, shares his insights on the evolving landscape of investment strategies. He and Pascal Hugli discuss fiscal dominance as the new economic driver and the vital 'Four F's' framework for understanding market dynamics. Kizemchuk explores the growing importance of fixed supply assets like gold and Bitcoin, while emphasizing the need for investors to adapt to changes propelled by technology and fiscal policies. Unpacking the limitations of traditional models, he inspires a fresh approach to wealth management in today's economy.
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Jul 10, 2025 • 53min

Macro expert: Banks are likely to buy more risk assets soon!

Dive into the complexities of the monetary system with discussions on the Federal Reserve's impact and the Treasury's crucial role. Unpack liquidity dynamics and its effects on market strategies, especially regarding cryptocurrency. Explore the implications of potential changes to the Supplementary Leverage Ratio and how this could lead banks to take on more risk. Also, discover how geopolitical events shape Bitcoin trends and the importance of technical analysis in this evolving financial landscape.
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Jul 3, 2025 • 1h 7min

Will Clemente: The U.S. is now in full ponzi mode

Will Clemente, a top crypto analyst and co-founder of Reflexivity Research, shares compelling insights about the U.S. economy and its political landscape. He discusses how figures like Trump and Musk shape economic narratives and explores the burgeoning role of Bitcoin as a hedge against currency devaluation. The conversation delves into the future of altcoins, the emergence of crypto equities, and the responsibility of key opinion leaders in the crypto space to uphold transparency and ethical standards amid market volatility.
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46 snips
Jun 26, 2025 • 1h 7min

Lyn Alden: At THIS Point, Bitcoin Will Threaten Government Deficit Spending

Lyn Alden, a top-tier investment strategist and bestselling author of "Broken Money," joins Pascal Hügli for a captivating discussion on the intersection of central banking and Bitcoin. They dissect how central banks have historically financed wars and the implications of their policies on economic cycles. Alden explores the potential for Bitcoin to challenge fiat currencies, the obstacles to its adoption, and the evolving role of government debt in this shifting landscape. Will Bitcoin disrupt traditional systems? Tune in for thought-provoking insights!
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Jun 19, 2025 • 1h 9min

Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak

In this engaging conversation, Jordi Visser, a trailblazing macro investor and writer for 22v Research, dives into pressing economic issues. He discusses the complexities of U.S. debt within a global context. AI's transformative role in enhancing productivity and profit margins is highlighted, along with concerns about labor market shifts. Visser argues for rethinking traditional economic indicators amid evolving digital landscapes. The chat culminates in an exploration of Bitcoin's revolutionary potential, especially as it relates to AI and stablecoins.
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8 snips
Jun 12, 2025 • 37min

Eric Weiss on how he orange-pilled Michael Saylor

In this conversation, Eric Weiss, Founder and CIO of Bitcoin Investment Group, shares his journey of introducing Bitcoin to Michael Saylor, a pivotal figure in making Bitcoin mainstream. The discussion highlights the increasing interest of high-net-worth individuals in Bitcoin as a safe haven asset. Weiss addresses common concerns over Bitcoin ownership and critiques faced by prominent investors. He also introduces the innovative concept of Bitbonds and explores potential government roles in Bitcoin investments, reshaping the future of finance.

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