Blockware Podcast

Joe Burnett is joined by Peter Dunworth to discuss his six valuation methods for Bitcoin. Sign up for the marketplace here: https://marketplace.blockwaresolutions.com/ The guys at Encrypted Energy are fans of the pod and have 20 openings in their private beta for readers to trial automated LND operations like rebalancing and channel fee management. Email paul@encryptedenergy.com and mention us for personalized onboarding. Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Peter: https://twitter.com/dunworth_peter Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Peter’s Background 04:27 Trad-Fi Investor Valuation Methods and Bitcoin 09:14 Absolute Scarcity 13:30 Tech Innovation 21:30 Triple Point Asset 27:28 Linear vs Exponential 32:35 Supply & Demand Dynamics 35:58 Timelocking 39:41 What is Bitcoin’s Fair Market Value?

Joe Burnett is joined by Danny Condon and Blake Davis to discuss how the Blockware Marketplace solves Bitcoin mining's most difficult challenges. Sign up for the marketplace here: https://marketplace.blockwaresolutions.com/ Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Danny: https://twitter.com/DannyCondon1989 Blake: https://twitter.com/BlakeDavis50 Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Bitcoin Mining in 2023 05:36 What are the biggest challenges in Bitcoin mining today? 13:44 How does the Blockware Marketplace solve these problems? 17:53 Blockware Marketplace vs Cloud Mining 19:15 How will Blockware clients use the Marketplace? 27:18 Integrating other mining facilities 33:08 Corporate Bitcoin Mining Strategy 40:58 Energy Companies and Bitcoin MiningJoe Burnett is joined by Danny Condon and Blake Davis to discuss how the Blockware Marketplace solves Bitcoin mining's most difficult challenges. Sign up for the marketplace here: https://marketplace.blockwaresolutions.com/ Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Danny: https://twitter.com/DannyCondon1989 Blake: https://twitter.com/BlakeDavis50 Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Bitcoin Mining in 2023 05:36 What are the biggest challenges in Bitcoin mining today? 13:44 How does the Blockware Marketplace solve these problems? 17:53 Blockware Marketplace vs Cloud Mining 19:15 How will Blockware clients use the Marketplace? 27:18 Integrating other mining facilities 33:08 Corporate Bitcoin Mining Strategy 40:58 Energy Companies and Bitcoin Mining

Joe Burnett is joined by Michael Goldstein to discuss all things Bitcoin. Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Bitstein: https://twitter.com/Bitstein Timestamps: 00:00 What is a Bitcoin Node? 09:02 What Makes Bitcoin Different From Other Cryptos? 17:21 Bitcoin as Money 24:14 What Would a Bitcoin Economy Look Like? 27:40 Energy Accelerating Economic Growth 32:48 Balaji's Hyperinflation Call 34:50 Is Bitcoin Optional? 36:11 Bitcoin World Order 40:05 What is Bitstein up to Now?

Joe Burnett is joined by Caleb Franzen and Blake Davis to discuss all things macro, banking, and Bitcoin. Caleb and Blake are both esteemed macro analysts who frequently publish content on their Twitter accounts and their respective newsletters: Cubic Analytics and Blockware Intelligence. Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Caleb: https://twitter.com/CalebFranzen Blake: https://twitter.com/BlakeDavis50 Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Thoughts on the Fed meeting + 25 BIP hike 06:46 What is going on with the banking system? 11:26 Bailouts + rate Hikes. Is this net- inflationary or net-deflationary? 19:05 Where should investors be parking their wealth? 26:23 Fed Balance Sheet 33:14 Balaji’s Hyperinflation Bet 40:46 Bitcoin as a Life Raft for CBDCs

Joe Burnett and Sebastien Hess discuss how Seb's company, Block Green, is working to provide more optimal financing solutions for Bitcoin miners. Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapitalSebastien: https://twitter.com/sebastien_hess1 Block Green: https://twitter.com/blockdotgreen Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Seb’s Background and getting into Bitcoin Mining 01:40 What is Block Green 07:29 Financing Bitcoin Miners 11:42 Minimizing Counterparty Risk 14:55 Connection with Bitcoin Mining & the Energy Industry 19:38 Navigating Volatility 25:37 Energy Strategy and Planning for North American Bitcoin Miners

Joe Burnett and Lawrence Lepard discuss the banking crisis, inflation, Bitcoin, government regulation, and more! Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_ca... Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe: https://twitter.com/IIICapital Lawrence: https://twitter.com/LawrenceLepard Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 How does this banking crisis compare to previous ones? 08:20 The Bear Case Scenario for Bitcoin 14:46 Consequences of Hyper-Inflation 23:27 “Normies” Reacting to the Banking Crises 25:16 Bitcoin Spot ETF, Gold ETF, & Price Suppression 32:06 Custodia Bank & Operation Choke Point 2.0 38:24 Are Nation States Secretly Accumulating Bitcoin? 39:57 Austrian vs Keynesian Economics

Joe Burnett and Joe Consorti discuss Binance's solvency, Trad-Fi severing ties with Bitcoin companies, Fed interest rate policy, and more! Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage.     Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe Burnett: https://twitter.com/IIICapital Joe Consorti: https://twitter.com/JoeConsorti Blockware: https://twitter.com/BlockwareTeam 00:00 Is Binance going to be FTX 2.0? 14:50 Is Lightning ACTUALLY a risk-free rate? 27:57 Bitcoin-backed stablecoins, Taro assets 36:27 Operation Chokepoint 43:55 How high will rates go? 49:34 Bitcoin 2023 Outlook 55:12 Gauges for Global Liquidity

Joe Burnett interviews Matthew Black and Tony Cai. Matthew and Tony are the Co-Founders of Atomic Finance, a Bitcoin-native financial platform. Joe, Matthew, and Tony discuss this product, why they build on Bitcoin instead of ETH, Discrete Law Contracts, and more! Blockware Intelligence is sponsored by Foundation Devices. Foundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty, starting with Passport, the new standard for Bitcoin hardware wallets. Passport combines best-in-class user experience with air-gapped security, and pairs perfectly with our companion mobile app, Envoy. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code "BLOCKWARE" at check out for $10 off. Follow us on Twitter: Joe: https://twitter.com/IIICapital Atomic Finance: https://twitter.com/AtomicFinance Matt: https://twitter.com/matt13black Tony: https://twitter.com/TonyCai_ Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Matt and Tony’s Bitcoin Background 05:01 Why Bitcoin and not ETH 06:55 AtomicFinance 11:31 Trading Strategies 12:41 DeFi vs Sound Finance 15:23 Building on Bitcoin 19:18 How will people use Atomic Finance? 26:07 Discrete Law Contracts 30:30 Bitcoin Scaling 40:16 Use cases of Atomic Finance for Miners 42:28 Miners & Treasury Management 47:03 Back-testing, over-fitting, & Building Atomic Finance 52:08 NOSTR 56:49 Long-term vision for Bitcoin

Joe Burnett interviews Matthew Schultz, Executive Chariman and Co-Founder of CleanSpark, one of the top publicly traded Bitcoin mining companies. Joe and Matthew discuss CleanSpark's strategic acquisition of 20,000 new S19j Pro+'s, why Bitcoin mining is so important for energy grids, how CleanSpark was able to thrive in the bear market, and more!  Blockware Intelligence is sponsored by Foundation Devices. Foundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty, starting with Passport, the new standard for Bitcoin hardware wallets. Passport combines best-in-class user experience with air-gapped security, and pairs perfectly with our companion mobile app, Envoy. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware  Use code "BLOCKWARE" at check out for $10 off.  Follow us on Twitter:  Joe: https://twitter.com/IIICapital Matthew: https://twitter.com/smatthewschultz Blockware: https://twitter.com/BlockwareTeam  Timestamps: 00:00 CleanSpark buying 20,000 new ASICs 04:30 Mining in Georgia 09:44 Energy Companies integrating w/ Bitcoin Mining 16:43 Preferred Energy Sources 21:33 Managing a Bitcoin Treasury 28:15 Will miners lever up again in the next bull market? 32:53 Are halvings priced in? 39:02 Matthew’s Career in Energy 46:41 Long-term Outlook for Bitcoin

Joe Burnett invites Trey Sellers, Head of Client Solutions at Unchained Capital, for a discussion on all things Bitcoin. Joe and Trey talk about Charlie Munger and Ray Dalio's recent comments on Bitcoin, FIRE (Financial Independence Retire Early), self-custody, NOSTR, and more!  Foundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty, starting with Passport, the new standard for Bitcoin hardware wallets. Passport combines best-in-class user experience with air-gapped security, and pairs perfectly with our companion mobile app, Envoy. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware  Use code "BLOCKWARE" at check out for $10 off.  Follow us on Twitter:  Joe: https://twitter.com/IIICapital Trey: https://twitter.com/ts_hodl Blockware: https://twitter.com/BlockwareTeam Timestamps:  00:00 Charlie Munger, SEC, and Crypto 07:12 FIRE and Bitcoin 13:37 Self custody and BTC loans w/ Unchained Capital 19:35 Institutional Custody of BTC 28:06 Ray Dailo’s BTC comments 34:14 Lightning, NOSTR, BTC as a Medium of Exchange 43:19 Bitcoin Mining and Unchained Capital 49:04 What does the future hold for Unchained? 51:11 Hyper-Bitcoinization