Global Macro Update: The Real Reason Bitcoin Just Ripped
In this Global Macro Update, Nik covers the financial war he sees playing out across treasuries and currencies, and why bitcoin popped above $67,000 on the back of it. He walks through the trend lines...
19 Aug 23min
Russia Is Now Legalizing Bitcoin for Trade with Joe Consorti
In this episode, Demian welcomes back Joe Consorti for a conversation on the Clarity Act and what it means for bitcoin. Joe explains the bill's three buckets, how it would separate commodities from se...
11 Aug 34min
Self Custody Is Not Dead with Stacie Waleyko
In this episode, Demian welcomes back Stacie Waleyko, a bitcoin developer with the Bitcoin Dev Project, on the Coldcard entropy vulnerability and the ongoing theft of funds. Stacie explains how hardwa...
7 Aug 23min
Why Jack Mallers Walked Away From Twenty One
In this episode, Nik welcomes Jack Mallers, founder and CEO of Strike, for a conversation on his exit from Twenty One. Jack describes the guilt and humility of stepping away from a company whose visio...
5 Aug 39min
Tracing the Stolen Coldcard Bitcoin w/ Galaxy's Alex Thorn
In this episode, Nik welcomes back Alex Thorn of Galaxy Research on the Coldcard key generation vulnerability and the theft that followed. Alex explains how a March 17, 2021 firmware change left the d...
3 Aug 43min
Coldcard Wallet Hack: What Happened and What to Do Now
In this episode, Nik and TBL's Demian Schatt cover a breaking security situation: a seed-generation vulnerability in Coldcard hardware wallets that has exposed some bitcoiners to theft, with reports o...
31 Juli 25min
Kevin Warsh Just Blew Up How the Fed Works
In this Global Macro Update, Nik covers today's FOMC decision and Kevin Warsh's press conference, where the new Fed chair reaffirmed the 2% inflation target as a firm goal and made clear he is steerin...
29 Juli 33min
The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines
In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline ...
28 Juli 1h 10min
