Market Disruptors

Lyn Alden joins Mark Moss to explain why nothing stops the fiscal train, why AI will cheapen some prices while scarce assets keep rising with the money supply, and why the next few years look like a gradual print, not a collapse.
They discuss 7% of GDP deficits, debt-to-GDP after World War II, whether $10 trillion of AI buildout can grow the U.S. out of $40 trillion in debt, a bond market that is stressed but not broken, the Cl...

Joe Consorti joins Jake Roque to explain why Bitcoin’s bear is over, why it pumped even as the Fed hiked into $100 oil, and why holding Bitcoin instead of dollars is a check on the war-and-print machine.

They discuss the 200-week moving average floor and 50-week moving average confirmation, short-term holder cost basis, rates leading the Fed, Treasury buybacks as stealth liquidity, Russia and China racing America to B...

Ken McElroy joins Mark Moss to explain why good debt is how meaningful wealth actually gets built, why somebody else should pay off the loan, and why multifamily looks like 2008 again after cheap-rate buyers got crushed.

They discuss Kiyosaki’s $1.2 billion of good debt, the 1971 shift to a debt-based dollar, 50–60% leverage versus buying cash, depreciation as a tax weapon, getting investor capital back in five y...

Porter Stansberry joins Mark Moss to explain why America’s $10 trillion money-printing accidents end in a monetary reset around 2029, why Social Security and the Treasury market hit the wall first, and why gold and Bitcoin are the assets that survive debasement.
They discuss The End of America, why the age of paper money Is ending and how to survive the coming global monetary reset, the long bond’s historic collapse...

Bram Kanstein joins Jake Roque to explain why millennials were sold wealth games that no longer work, Bram's analysis of the Netherlands impending systemic crisis, and why Bitcoin is the only asset you can truly own in a system built on dishonest weights and measures.

They discuss Bitcoin for Millennials, his open letter urging a Dutch Bitcoin reserve, AI-synthesized government data pointing to pensions, birth rates, and a €39 bil...

Jamie Coutts joins Mark Moss to explain why Bitcoin has flashed a cycle inflection off the February lows, why unfinished global liquidity is still the main headwind, and why a break of $80–82K would leave little overhead except liquidity itself.
They discuss last year’s deeper-than-expected bear, long-term holder selling and RSI divergences, why price matters more than the four-year calendar, Scott Bessent’s T...

SeedSigner joins Jake Roque to explain why the Coldcard hardware wallet failure was a single-vendor problem rather than a Bitcoin problem, how to eliminate single points of failure in self custody setups, and why SeedSigner’s stateless DIY design helps Bitcoiners to take entropy, analog backups, and multisig seriously.

They discuss Seed’s origin story as a forensic examiner, panic selling hundreds of BTC to pay off a m...

James Thorne joins Mark Moss to explain why stocks, the bond market, AI, and Bitcoin are all signaling the same regime change, why the U.S. has to grow its way out of extreme debt with non-inflationary supply-side policy, and why Bitcoin looks like a coiled spring with Kevin Warsh and other top US Government officials as advocates. They discuss Trump, Scott Bessent, yield curve control, Japan and the yen carry trade, what Bitcoin&r...

Nicholas Cole joins Mark Moss to discuss MSTR’s Bitcoin treasury strategy, STRC, Bitcoin vs MSTR, and Strategy’s potential path to the S&P 500. Cole shares what he learned from a private 2020 call with Michael Saylor, why he believes Strategy has already won its category, and the biggest criticisms of the company.

They also explore AI and the future of work, personal treasury management, building and preserving weal...

Jimmy Song joins Jake Roque to discuss why he believes fiat money has fundamentally changed society, why churches should consider adopting a Bitcoin standard, why he argues that all fiat loans are theft, and what the future of the US dollar could look like as the global monetary system begins to shift.

They also discuss Jimmy's early days discovering Bitcoin, the lessons from the BIP 110 debate, why Bitcoin needs multiple node impl...

Roberto Rios joins Jake Roque to break down why Japan's debt crisis, collapsing yen, and massive currency interventions could have major consequences for the United States, global bond markets, and Bitcoin. They also explore the famous yen carry trade, why central banks may have no way out, and what investors should be paying attention to over the next 12 months. Japan is no longer just another economy, it's the world's biggest mon...

Saifedean Ammous joins Mark Moss to discuss why fiat money, inflation, and central banking are making it harder to build wealth, and why Bitcoin may be the solution. They break down Bitcoin vs gold, money printing, government debt, the Federal Reserve, self custody, the recent Coldcard hack, and whether borrowing to buy Bitcoin is a smart strategy. Saifedean also explains his ideas behind The Bitcoin Standard, The Fiat Standard, an...

Over $100 million in Bitcoin has already been stolen in what may be the biggest hardware wallet security failure in Bitcoin history. Mark Moss sits down with physicist and Bitcoin security expert Dhruv Bansal to break down exactly what happened with the Coldcard firmware vulnerability, why so many wallets were affected, and what Bitcoin holders should do right now to protect themselves.

They also discuss why single points of failur...

Luke De Wolf joins Jake Roque for a discussion on Bitcoin governance, BIP 110, cyber security, Jordan Peterson, and why Bitcoin's future depends on individual responsibility.

Luke explains how his background protecting critical infrastructure shaped his view of Bitcoin as a system that must prioritize resilience over convenience. They explore the philosophical ideas that led him to Bitcoin, why truth and sacrifice matter, how Bitco...

Nolan Bauerle joins Mark Moss to explain why Bitcoin, AI, and energy are converging into a new economic system, why the Trump administration is reshaping capital allocation, and why the next stage of Bitcoin adoption won't look anything like the last.

They discuss the Hamiltonian economic model, AI's growing demand for energy, tokenized capital markets, Bitcoin citadels, stablecoins, and why fixing the monetary system could reshape...

Bitcoin is entering a new era. Swan CEO Cory Klippsten joins Jake Roque to explain why Bitcoin is separating from crypto, what the rise of stablecoins means for the U.S. dollar, and why Bitcoin treasury companies like Strategy could reshape global capital markets.

They also discuss the collapse of Prime Trust, the Tether lawsuit, the CLARITY Act, Bitcoin adoption by governments and corporations, Michael Saylor's evolving strategy, ...

While investors focus on Nvidia, data centers, and the Magnificent Seven, Jordi Visser argues that Bitcoin may be the biggest AI trade of them all. Jordi and Mark Moss break down why AI is destroying scarcity, how tokenization could reshape global finance, why Michael Saylor's Bitcoin strategy makes more sense than ever, and what the next phase of the AI revolution could mean for markets, investing, and the economy.

They also discu...

Bitcoin Mechanic joins Jake Roque to break down the BIP-110 debate, relay policy, spam filtering, consensus, SegWit, upgrade hooks, covenants, and why this discussion has become one of the most controversial topics in Bitcoin today.

Over the past few months, few topics have divided the Bitcoin community more than BIP-110. Some believe it's a necessary defense against spam. Others believe it crosses a line that Bitcoin should never ...

Edward Dowd joins Mark Moss to explain why he believes the recession has already begun, but most investors haven't recognized it yet. They discuss why the economy looks far weaker than the stock market suggests, why the AI boom could be the final credit bubble of this cycle, and how housing, China, private credit, and the bond market could determine what happens next. They also explore inflation vs. deflation, the Federal Reserve, ...