Latest Episodes
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...
Read_908 - The Utility of Bitcoin
"Payments are the camcorders of our age, the next technology whose time has passed. The new age that is just beginning will feel qualitatively...
Chat_147 - Insuring the Uninsurable with Rob Hamilton
"One of the founding tenets of anarcho-capitalism [is] that in a world without a government, you would have insurance contracts as the means for...