James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:47 - Lessons learned from the 2020-2021 crypto cycle
04:59 - Why the crypto market i ... Show More
Today
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his discipli ... Show More
1h 3m
Aug 20
BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies. They probe Coinbase custody concentration, nationalization risks, Tether’s role, and why self-custody remai ... Show More
41m 47s
Jul 2024
MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money ... Show More
1h 39m
Nov 2024
HBO's Bitcoin Documentary: Bombshell or Blunder?
In this video, Nik dives into HBO's latest Bitcoin documentary, "Money Electric: The Bitcoin Mystery," exploring its take on Bitcoin’s evolution and influence. He covers key moments like the hunt for Satoshi, the documentary’s explanation of Bitcoin’s mechanics, and its perspecti ... Show More
27m 25s
Jan 2022
The 3 Most Thought-Provoking Questions in Bitcoin With Nik Bhatia
This episode is sponsored by Nexo, Abra and FTX US. On today’s episode, NLW is joined by Nik Bhatia, author of “Layered Money” and The Bitcoin Layer newsletter. They discuss: Bitcoin’s relationship with equities and the TradFi markets Why the Fed is trapped by rates markets ... Show More
41m 25s
Nov 2024
Building a U.S. Strategic Bitcoin Reserve: A New Era in Bitcoin Policy
In this episode, Nik welcomes David Zell, co-founder of the Bitcoin Policy Institute, to analyze the shifting tides in Bitcoin policy and the regulatory challenges posed by Operation Choke Point 2.0. As the post-election landscape evolves, David shares what these changes mean for ... Show More
39m 33s
Sep 2024
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of ... Show More
1h 21m
Nov 2024
Crypto Rundown: $93,000 Bitcoin & All The News Surrounding the Crypto Trade
In this episode of the Crypto Rundown, hosts Brendan and Tevo explore the latest surge in Bitcoin, which has recently reached unprecedented all-time highs, breaking into price discovery mode. They discuss the historic levels of Bitcoin ETF inflows, with BlackRock alone leading ma ... Show More
33 m
Aug 2024
Bitcoin, The US Election, and AI w/ Bill Barhydt | EP #113
In this episode, Bill and Peter discuss the latest Bitcoin price drop, why it happened, how the upcoming elections might affect Bitcoin and future crypto legislation.
Recorded on August 6th, 2024Views are my own thoughts, not Financial, Medical, or Legal Advice.
05:42 | The Volat ... Show More
1h 29m
May 2020
SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset
PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist) rejoin me to talk about PlanB’s latest work on S2FX, and some of the debates being had on S2F modelling as well as addressing some of the criticism. We will also talk about Bitcoin as it goes through phase tra ... Show More
1h 36m