Latest Episodes
Read_912 - Bitcoin's Silent IPO
"They’re passing the torch. And the torch is being received by entities who care less about ideology and more about returns. BlackRock doesn’t care...
Chat_149 - We're Not the Main Characters with Aleks Svetski
"The necessity for guys to be around other good guys and girls to be around other good girls... we had that really well structured...
Read_911 - Bitcoin TreasuryCos: Lessons From The 1929 Crash (Speculative Attack! Part III)
“Live by the mNAV, Die by the mNAV”. What happens when financial alchemy meets the hardest money in history? In this episode, we explore...
Read_910 - Bitcoin TreasuryCos & The Roaring 20s (Speculative Attack! Part II)
"In 1929, one of its largest holdings was the Shenandoah Corporation. Another closed-end fund, organized by Goldman Sachs... that became a large investor in...
Read_909 - Bitcoin Treasury Companies (Speculative Attack! Part I)
"What distinguishes this speculative attack from its Weimar predecessor is that now - thanks to Bitcoin, Bitcoin Treasuries, Money Printer Go Brrr memes, and...
Chat_148 - It Doesn’t Pass the Smell Test with Jimmy Song
"If you have this disconnect between Core devs that value one thing and the users that value something else, something's got to give at...