The Cantilever Podcast

This month, the Cantilever team tackles the macro forces shaping Bitcoin’s trajectory—starting with the newly passed GENIUS Act, which legalizes regulated stablecoin issuance backed by U.S. Treasuries. Brendan and Jon break down how this law is more than crypto-friendly—it’s geopolitically strategic.We also explore:Why stablecoins are superior payment technology and a “Trojan horse” for dollar dominanceThe symbiotic relationship between stablecoin growth and Bitcoin demandHow ETFs, in-kind redemptions, and treasury market fragility intersectThe market’s misunderstanding of Bitcoin’s rise during high-interest rate environmentsA speculative but plausible future: BTC growth → stablecoin growth → treasury demandThis show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

As Bitcoin weathers geopolitical tension and volatile markets, a growing number of companies are placing it at the center of their corporate strategy. In this episode, we spoke with Cantilever partners, Brendan Quinn and Jon Frisch  to unpack the rise of Bitcoin treasury companies — businesses whose primary goal is to accumulate Bitcoin as aggressively as possible.They explore how MicroStrategy pioneered this movement, why MetaPlanet skyrocketed from $20 million to $6 billion in market cap, and what makes these companies so attractive to both retail and institutional investors. From capital market arbitrage to regulatory considerations across the U.S. and internationally, , the conversation dives into how this trend could reshape corporate finance — and what risks investors should watch for.This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

March has been a month full of market noise, and Brendan Quinn and Jon Frisch are here to cut through it. In this episode, they dive into the historical context of global trade, analyzing how past economic shifts continue to shape today’s markets. They break down the impact of tariffs, exploring their role in trade wars, economic growth, and global power dynamics.But the conversation doesn’t stop there. They tackle a bold question: Could Bitcoin one day back the U.S. dollar? With the enactment of the U.S. Bitcoin Reserve, such a move could redefine the global monetary order.This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

Dave Rothschild returns to the show to break down the latest shifts in the U.S. regulatory landscape for cryptocurrencies. As a partner at Cole-Frieman & Mallon, one of the nation’s leading investment management law firms, Dave offers expert insights on how the regulatory environment is evolving under the new administration.The conversation covers major developments, including the repeal of SAB 121, the formation of a crypto task force, and the SEC’s new 10-point plan—which aims to clarify what qualifies as a security, provide guidance on lending and staking programs, and streamline token offerings. Dave explores how these changes signal a move from aggressive enforcement to a more proactive, investor-protective approach, creating a potentially favorable environment for crypto businesses and investors.Connect with Dave:LinkedIn: Dave RothschildWebsite: https://colefrieman.com/Podcast: Tokens of WisdomThis show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

Cantilever Partners Brendan Quinn and Jon Frisch break down the macro impact of the new US administration on global markets, diving into inflation, Fed policy, and a surging dollar. They explore gold’s recent rally and concerns, and how Bitcoin’s digital utility sets it apart. They discuss MicroStrategy’s role in institutional adoption and the geopolitical chess match between the U.S. and China shaping global liquidity. Tune in for insights on how these forces are influencing Bitcoin, gold, and institutional strategies.This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

On this episode, we’re joined by Matt Dines, co-founder and CIO/CFO of Build Asset Management, to explore Bitcoin’s evolving role in investment strategies. Matt shares his journey into Bitcoin and its potential as collateral for credit expansion, emphasizing its importance in preserving purchasing power amid rising US Treasury debt. He discusses the transition from traditional fiat systems to Bitcoin-backed credit, forecasting a $40 trillion credit expansion over the next decade. Matt also dives into the geopolitical shift from a unipolar to a multi-polar world and how Bitcoin could play a key role in diversifying reserve assets beyond the US dollar.Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattdines/X: @LeveredUSTsWebsite: https://getbuilding.com/This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

In our first episode of the new year, partners Brendan Quinn and Jon Frisch, set the stage for Bitcoin trends in 2025. Institutional adoption is finally here, fueled by the launch of Bitcoin ETFs—the vehicle Wall Street needed. Retail investors took Bitcoin from $0 to $2 trillion, but institutions could drive it to $10 trillion, rivaling gold. Companies and governments are now poised to be the largest BTC buyers. Credit is emerging as the vital bridge between traditional and digital finance. We also discuss the need to support entrepreneurs uncovering innovative solutions beyond the obvious.Who Owns the Most Bitcoin 2025? - River Stone Ridge Investor Letter 2024This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

Our partners, Brendan Quinn and Jon Frisch, reflect on Bitcoin's monumental year in 2024,  topping at $107,000 per bitcoin. With BTC ETFs going live—becoming some of the best-performing funds ever—Bitcoin has solidified its place in portfolios beyond retail investors. They explore how election dynamics, including a pro-crypto "Red Wave," and nation-state game theory are driving adoption, with countries potentially buying Bitcoin to outpace the U.S. Could this spark the next big price surge? They also discuss shifting Overton windows, MicroStrategy’s bold strategy, and whether fear of government bans is fading. Tune in for this deep dive into Bitcoin’s unprecedented year and its future implications.Listen on the following:Apple PodcastsSpotifyFountainThis show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

Our recent guest, Sam Callahan, is a leading Bitcoin educator who’s on a mission to empower investors and institutions with the knowledge they need to navigate the evolving world of Bitcoin. With roles on the Advisory Boards of MARA Holdings and Acropolis, Sam brings a wealth of expertise and insights to the table.Sam is also the author of The News Block, a go-to Substack for staying informed on the latest Bitcoin trends and developments. Tune in as we explore his journey, the importance of education in driving Bitcoin adoption, and what’s next for this groundbreaking financial ecosystem.Connect with Sam:Twitter: @samcallahLinkedIn: Sam CallahanWebsite: The News BlockRecent Article: Bitcoin: A Global Liquidity BarometerThis show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.

We sat down with Carlos Chida, co-founder and Chief Technology Officer at Yopaki, a trailblazing company aiming to redefine the neobank experience. Yopaki integrates Bitcoin-centric technology with deep cultural insights, offering innovative solutions for financial empowerment. Carlos shares his Bitcoin origin story, sheds light on the challenges of acquiring financial assets in countries like Mexico, and outlines Yopaki’s vision for a future where financial tools are universally accessible. His insights highlight the transformative potential of Bitcoin in addressing global financial friction and fostering greater inclusion.Connect with Carlos:Twitter: @carloschidaLinkedIn: Carlos ChidaWebsite: www.yopaki.comListen on the following:Apple PodcastsSpotifyFountainThis show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.