What Bitcoin Did
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
Episodes
At 5am, Lauren Rodriguez woke to laser sights, a drone flying through her house, and 40 armed federal agents raiding their cottage, all because her husband built a Bitcoin wallet.
Keonne Rodriguez co-founded Samurai Wallet in 2015, a non-custodial Bitcoin wallet with privacy features including Whirlpool, their CoinJoin implementation. For nearly a decade, the wallet operated openly on the Google Play Store with no issues. Then o...
"5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage."
Nik Bhatia returns to break down the macro landscape as war in Iran sends oil to $100, the dollar surges, and volatility clouds the outlook.
Nik explains why he's wiped the slate clean on his macro thesis, why the US economy may still avoid recession despite the chaos, and how the Genius Act could reshap...
Is Bitcoin's four-year cycle still intact, and what does that mean for the next six months?
In this episode, I sit down with The Rational Root to break down where we are in Bitcoin's cycle, why on-chain data is flashing bear market signals despite Bitcoin holding up through the Iran war, and what the bottom formation could look like from here.
We discuss the shift from retail hype to institutional adoption, why OTC buying fro...
"Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait."
Luke Gromen is a macroeconomic analyst, investor and founder of FFTT.
In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets...
"Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets."
Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data.
In this episode, we dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intact despite everyone calling it...
Is this the start of a financial crisis?
Jeff Snider is the founder of Eurodollar University and the go-to voice on how the global financial system really works.
In this episode, we discuss why the shadow banking and private credit bubble is bursting right now, the cockroaches emerging across the credit markets that reveal nobody did any due diligence during the bubble years, and Jeff's three-stage financial crisis framework...
Is Bitcoin's worst sentiment ever actually the biggest buying opportunity?
Alex Thorn is Head of Firmwide Research at Galaxy Digital. In this episode, we discuss why Bitcoin has dropped nearly 50% from its all-time high, the reality behind the Jane Street manipulation allegations, why sentiment is among the worst it's ever been, and whether the four-year cycle played out after all. We also get into AI's potential to massively disru...
Is the US government preparing to weaponise the dollar like never before?
In this episode, Brent Johnson, creator of the Dollar Milkshake Theory, returns to discuss his $5,000 gold call and why the traditional rules of global macro are currently being rewritten.
We get into the Imperial Circle, the exact strategy Soros, Druckenmiller and Scott Besant used to break the Bank of England, and why that same playbook may now be driv...
Has the world order actually broken down?
In this episode, I sit down with Parker Lewis to break down Ray Dalio's warning that the global order is collapsing. Parker explains why Dalio is right that things are breaking down, but completely misses the root cause, the currency system.
We get into why the weaponisation of the dollar, from cutting Russia off SWIFT to endless money printing, is what's actually driving the world towa...
Is AI about to replace your job? And should you be terrified?
In this episode, I sit down with Mark Suman to talk about the rapid acceleration of AI, what OpenClaw and agentic AI actually means for the average person, and why the lower rungs of the corporate ladder are about to get sawed off.
We get into the privacy nightmare unfolding as people hand over their most personal data to LLMs, whether Bitcoin becomes the native mone...
"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet."
Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's s...
Mark Goodwin is a journalist and author at Unlimited Hangout. In this episode, he breaks down what the Epstein files reveal about Bitcoin's origins and the connections between the Epstein network, the PayPal mafia, and the creation of Tether. We get into whether Bitcoin has been co-opted, the role of stablecoins in extending dollar hegemony, and why the Bitcoin community needs to refocus on building peer-to-peer freedom tools.
THAN...
Checkmate is a Bitcoin analyst known for his on-chain & macro research. In this episode, he breaks down the Bitcoin crash to $60k and why it may have marked a critical inflection point. We get into on-chain data, mean reversion models, and if the bottom is in for this bear market, or we go lower.
THANKS TO OUR SPONSORS:
FOLLOW:
Danny Knowles: https://x.com/\_DannyKnowles or ht...
Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels.
...
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stres...
Brandon Black is a Bitcoin software engineer. In this episode we discuss why quantum computing is unlikely to threaten Bitcoin in the foreseeable future, how exaggerated claims around qubit scaling and Shor’s algorithm distort the real risk, what concrete evidence would actually force Bitcoin to act, and how questions around soft forks, post quantum cryptography, property rights, and confiscation should be framed if progress ever b...
Caitlin Long is the founder and CEO of Custodia Bank, and in this episode we discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin.
THANKS TO OUR SPONSORS:
Amiti Uttarwar is a Bitcoin protocol developer and founder of Waye. In this episode we discuss her path from Bitcoin Core to building support structures for long term open source contributors, the limits of permissionless work, funding and sustainability tradeoffs in Bitcoin development, and why social and human layers now matter as much as technical ones.
THANKS TO OUR SPONSORS:
FOLLOW:
Lawrence Lepard is an investment manager and author of The Big Print. In this episode, he explains why the Federal Reserve has already pivoted back to money printing and why inflation is now structurally embedded in the system. We discuss the growing inevitability of yield curve control, what gold and silver are signaling and why Bitcoin is the most asymmetric response to policy failure and monetary decay.
THANKS TO OUR SPONSORS:
Cory Klippsten joins the show for a conversation on Bitcoin, power, and what is actually happening beneath the surface of the crypto industry. We break down why offshore exchanges are tolerated by governments, how surveillance and enforcement shape market structure, and why much of the crypto economy exists to extract rather than create long term wealth. Cory explains why Bitcoin adoption advanced structurally in 2025 despite a fla...
Popular Podcasts
How do the smartest marketers and business entrepreneurs cut through the noise? And how do they manage to do it again and again? It's a combination of math—the strategy and analytics—and magic, the creative spark. Join iHeartMedia Chairman and CEO Bob Pittman as he analyzes the Math and Magic of marketing—sitting down with today's most gifted disruptors and compelling storytellers.
CBS Sports’ official college basketball podcast is the most entertaining and informative of its kind. Gary Parrish and Matt Norlander bring the sport into your ears at least three times per week with commentary, reporting, insider information and statistical analysis throughout college basketball all year long.
The Questlove Show builds on the award-winning Questlove Supreme podcast, bringing listeners into intimate, one-on-one conversations with peers, influences, and friends. Hosted by Ahmir “Questlove” Thompson, each episode uncovers the unexpected — from morning rituals and hidden talents to the art and experiences that shaped a guest’s journey. Sometimes playful, sometimes profound, always curious, QLS offers rare insight into leaders in music, film, television, comedy, literature, mental health, and beyond. It’s a fresh, unpredictable spin from a trusted source — a place where randomness is encouraged, tangents are welcomed, and conversations are anything but ordinary.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Dan Bongino Show delivers no-nonsense analysis of the day’s most important political and cultural stories. Hosted by the former Deputy Director of the FBI, former Secret Service agent, NYPD officer, and bestselling author Dan Bongino, the show cuts through media spin with facts, accountability, and unapologetic conviction. Whether it’s exposing government overreach, defending constitutional freedoms, or connecting the dots the mainstream media ignores, The Dan Bongino Show provides in-depth analysis of the issues shaping America today. Each episode features sharp commentary, deep dives into breaking news, and behind-the-scenes insight you won’t hear anywhere else. Apple: https://podcasts.apple.com/us/podcast/the-dan-bongino-show/id965293227?mt=2 Spotify: https://open.spotify.com/show/4sftHO603JaFqpuQBEZReL?si=PBlx46DyS5KxCuCXMOrQvw Rumble: https://rumble.com/c/bongino?e9s=src_v1_sa%2Csrc_v4_sa_o