Podcast · Business

What Bitcoin Did

by Danny Knowles · English · Business

<p>What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.</p>

New episodes: Several times a week
Typical length: 1 hr 19 min
Latest: 9 Oct 2026
Language: English

Latest episode

9 Oct 2026 · 1 hr 30 minNew

Operation Choke Point 2.0: The Fall of Silvergate | Alan Lane

“We experienced, as a percentage of deposits, the biggest bank run in history.” Alan Lane joins to discuss the fall of Silvergate, the bank run that followed FTX’s collapse, and how his team kept meeting withdrawals as 70% of deposits left. He explains why he believed the bank could rebuild and what changed between surviving the run and deciding to close. We also get into Operation Choke Point 2.0, why Alan believes Washington wanted the industry cut off from banking, and the failures of Silicon Valley Bank and Signature just days after Silvergate’s wind-down announcement. THANKS TO OUR…

Play episode WhatsApp Download

Earlier episodes 29 most recent

5 Oct 2026 · 1 hr 39 min

The Macro Shift That Could Send Bitcoin to $500K | Matt Cole

“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes America’s debt crisis leaves the government with few good options, how rising bond yields could force the Treasury and Fed to intervene, and why a weaker dollar could fuel Bitcoin’s next bull market. We also get into why AI could create abundance without generating enough tax revenue to fix the debt problem, his case for $500K Bitcoin by 2030, and whether Bitcoin is entering a supercycle. THANKS TO OUR SPONSORS: LEDN - Explore…
30 Sep 2026 · 1 hr 20 min

How AI Could Take Bitcoin to $1 Million | Jordi Visser

“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth, weaken the investment appeal of stocks and real estate, and create a new bull case for Bitcoin. He explains why wealthy investors haven’t needed Bitcoin yet, and how AI’s deflationary effects could change that. We also get into whether AI is a bubble, how agents and tokenization could transform finance, and why Big Tech may struggle to maintain its dominance. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off…
28 Sep 2026 · 1 hr 13 min

America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan

“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case for Bitcoin. We also get into how institutions decide whether to own Bitcoin, why its volatility and weak correlation with gold keep Andy on the sidelines, and whether a US debt collapse is inevitable. Andy explains why bonds look more attractive to him today, what it would take to bring inflation…
24 Sep 2026 · 1 hr 12 min

The Biggest Lie in Economics | Peter St Onge

“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wealth from savers to governments and Wall Street, and why technological progress should be making life cheaper. We also get into Austrian economics, his argument that the Fed causes the recessions it then tries to fix, and America’s growing debt problem. Peter explains why he thinks the AI bubble still has room to run, how he uses Bitcoin as a place to park profits, and what could bring money back…
22 Sep 2026 · 1 hr 11 min

Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as holding your own Bitcoin. We also get into AI dependence, his warning of a “digital 9/11”, the competition between Chinese open models and American AI companies, and the personal AI system he’s building. Erik explains how Bitcoin and cryptography fit into this future, and why Bitcoin could become…
15 Sep 2026 · 1 hr 16 min

AI Came for Bitcoin First | Jameson Lopp

"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries. We also get into hardware wallets, multisig and protecting life-changing amounts of bitcoin, the risks of KYC leaks and physical attacks, and what Jameson learnt from…
11 Sep 2026 · 1 hr 5 min

Can AI Actually Grow America Out of Its Debt? | Jeff Ross

“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt. We also get into why AI-driven deflation could benefit people but threaten a debt-based monetary system, and why the government may eventually have to backstop the AI buildout with QE or yield curve control. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan.…
8 Sep 2026 · 1 hr 15 min

The US Is Long-Term Insolvent | Lyn Alden

“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually achieve. We discuss the increasingly K-shaped economy, why developed markets are beginning to take on characteristics once associated with emerging markets, and why Lyn believes this macro environment could persist well into the 2030s. Lyn also explains why she believes Bitcoin is increasingly well…
3 Sep 2026 · 1 hr 10 min

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue being consumed by interest, and how continued Treasury bill issuance could eventually trigger stress in the repo market and force the Fed to intervene. We discuss whether Treasury buybacks helped drive Bitcoin’s recent 20% rally, why the UK, France and Japan may face major monetary intervention before the United States, and how Washington is attempting to reclaim control of the offshore dollar…
1 Sep 2026 · 1 hr 11 min

The Everything Rally Is About to Begin | Joe Carlasare

“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. In this interview, we discuss why he believes the Bitcoin bottom is in, how the recent drawdown changes Bitcoin’s risk profile, and why a move above $100K could trigger the next major cycle. We also discuss institutional adoption, the future of the four-year cycle, Bitcoin-backed banking and credit, Treasury buybacks, fiscal dominance, AI investment, structural inflation and why Joe is bullish on the economy, markets…
27 Aug 2026 · 1 hr 19 min

Bitcoin Will Never Have Another 80% Crash | Eric Yakes

“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle is finally dead. We discuss whether yield curve control has arrived under another name, why Bitcoin is becoming a hedge against monetary debasement and the potential for a great rotation out of AI and gold and why gold could reach $10,000 while Bitcoin runs from $80,000 to $800,000. Eric also gets into how the US push for stablecoins could unintentionally accelerate Bitcoin adoption, why stablecoins…
25 Aug 2026 · 1 hr 30 min

The Plan to Put Bitcoin in Every Conversation | Seth For Privacy

“Your conversations and your money should not have to live in totally separate places.” Seth for Privacy is the COO of Cake Wallet and Radar, a Signal-compatible messenger combining encrypted conversations with self-custodial Bitcoin payments. In this episode, he explains why the next wave of Bitcoin adoption may begin inside an everyday messenger—not a standalone wallet. We discuss how Radar makes sending Bitcoin feel as natural as sending a message, why Spark made that experience possible, and the challenge of combining simple UX, privacy and self-custody at scale. Seth also breaks down…
21 Aug 2026 · 1 hr 23 min

The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow

“They’re saving all their money in Bitcoin and they’re doing all the right things. They’re self-custodying it. And then overnight, it’s just gone.” Frostsnap’s Lloyd Fournier and Nick Farrow join me to break down the catastrophic Coldcard vulnerability that made supposedly secure Bitcoin keys guessable and allowed attackers to drain more than 1,700 BTC without ever touching the devices. We discuss how a five-year failure in Coldcard’s randomness generation went undetected, why every safeguard failed and the role AI played in discovering and exploiting the bug. Nick also explains how he…
18 Aug 2026 · 1 hr 14 min

Bitcoin Is Running Out Of Sellers | Checkmate

“The reason it goes up is because you get to seller exhaustion. No one wants to sell anymore.” Checkmate is a Bitcoin analyst and founder of Checkonchain. In this episode, he explains why Bitcoin may be entering the final stage of the bear market, even after $8.2 billion of ETF outflows, Strategy selling, the Coldcard attack and the failure of BIP110. We discuss whether $58k marked the bottom, why a fall to $45k would inflict damage comparable to the brutal 2015 bear market, and the key levels that would signal Bitcoin is turning bullish again. We also get into the massive accumulation…
16 Aug 2026 · 1 hr 23 min

Bitcoin vs Wall Street | American HODL, Junseth & Erik Cason

“We’ve already fucking won.” Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? Recorded live at PubKey in New York City, American HODL, Junseth and Erik Cason & Thomas Pacchia are on the show for an unfiltered conversation about Bitcoin’s conquest of Wall Street, why everyone still thinks they’re late, the promise of $100 million Bitcoin and whether Bitcoin needs a new narrative. We also discuss the rise of Bitcoin treasury companies,…
14 Aug 2026 · 1 hr 15 min

AI Is About to Split Society in Two | Zack Shapiro

“The people who are truly productive are going to be on a rocket ship.” AI is about to split society in two: those who learn to command it and those whose value it destroys. Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar career ladder while creating millions of millionaires. He argues that judgment, agency and decisive thinking will become exponentially more valuable, while simply working hard may no longer be enough. We discuss why most people are using AI incorrectly, how it could transform law and business,…
10 Aug 2026 · 1 hr 17 min

The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo

“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that growth alone. Mauricio breaks down Ledn’s $188 million Bitcoin-backed securitisation, the significance of its investment-grade senior notes, and how institutional capital could transform Bitcoin lending into a global credit market. He also explains partial liquidations, auto top up, tokenised gold and…
7 Aug 2026 · 1 hr 28 min

The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar

“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. In this episode we discuss the disconnect between record global liquidity and a Bitcoin price that has fallen 50%, the selling by OG holders, miners pivoting toward AI, and the potentially self-fulfilling nature of the four-year cycle. Selling pressure is becoming exhausted and we're now facing time pain, not price pain. We also get into AI stealing Bitcoin’s bull run, what could force capital…
5 Aug 2026 · 1 hr 20 min

The Most Bullish Thing About Bitcoin | Alex Thorn

“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how the next rally could begin before the wider market notices. We discuss the on-chain signals around $58K, the changing shape of Bitcoin’s market cycles, and how the enormous debt funding the AI boom could revive the currency-debasement narrative and put Bitcoin back at the centre of the market. We…
3 Aug 2026 · 1 hr 25 min

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind. Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months, but his long-term thesis has not changed: America’s fiscal position cannot be fixed without…
31 Jul 2026 · 42 min

EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton

“This is as code red as it can get for Bitcoin self-custody.” Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has exposed Bitcoin held in wallets generated on affected firmware. A firmware change introduced in 2021 prevented Coldcard devices from generating the level of randomness users believed they were getting. The result is that attackers may be able to reconstruct seed phrases and drain wallets, even when the device was air-gapped and the seed words never touched the internet. Rob explains which Coldcard models and setups are at risk, why…
30 Jul 2026 · 1 hr 45 min

Jack Mallers: Why I Left Twenty One

“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” Jack Mallers is back on the show for his first interview since stepping down as CEO of Twenty One Capital. Jack explains why he walked away from the Bitcoin treasury company he built with Tether and took public on the New York Stock Exchange. We discuss where his vision began to diverge from the board’s, why merging Strike into Twenty One was never part of the original plan, and the expectations he regrets setting. We also get into the AI capex bubble and why he thinks it will…
28 Jul 2026 · 1 hr 10 min

Bringing Back The Bitcoin Bull Market | Cory Klippsten

“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” Cory Klippsten is back on the show to explain why Bitcoin’s last bull market failed to deliver, why institutional adoption created weak hands rather than conviction, and why the next major move depends on bringing a new wave of people into Bitcoin. In this episode, we discuss Swan’s campaign to bring the energy back to Bitcoin, the return of Café Bitcoin, 50 Days for Freedom and lower buying fees. Cory explains why ETFs made Bitcoin easier to buy but also easier to sell, why real on-chain holders…
25 Jul 2026 · 1 hr 57 min

The Bitcoin Bear Market Is a Survival Test | Matt Odell

“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been more bullish on Bitcoin. In this episode, we discuss Jack Mallers stepping down from XXI, the risks of Bitcoin treasury companies, and why profitable businesses should save in Bitcoin rather than make financial engineering the product. We also get into Nostr’s failure to replace X, the continued need for open identity and private communications, and how open-source AI could make Bitcoin easier…
22 Jul 2026 · 1 hr 5 min

Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell

“Cycles have no respect for trends.” Michael Howell is on the show to explain why global liquidity, not Bitcoin’s four-year cycle, is the force driving Bitcoin, gold and global markets. Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He warns that tighter liquidity could create further downside before the next major monetary expansion begins. We get into the five-to-six-year debt refinancing cycle, why central banks are ultimately forced to keep supplying liquidity, China’s influence on the gold market, the growing debt maturity…
17 Jul 2026 · 1 hr 19 min

Why MSTR Will Underperform Bitcoin | Parker Lewis

"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get less Bitcoin." Parker Lewis is back on the show to explain why Bitcoin treasury companies such as Strategy (MSTR) may underperform Bitcoin, and why the digital capital narrative gets Bitcoin wrong. Parker argues that investors buying treasury company stocks are often paying a premium to take on more risk: leverage, dilution, corporate expenses, execution risk, counterparty exposure and potential tax drag. While the company may accumulate more…
15 Jul 2026 · 1 hr 19 min

The Next 10 Years Will Decide Bitcoin’s Future | Brandon Quittem

“In my opinion, not just Bitcoin, but the direction of society for our lifetimes and our kids’ lifetimes will be decided in the next five to ten years.” Brandon Quittem is back on the show to get into whether Bitcoin can survive its transition from a countercultural movement into a global financial asset without losing the qualities that make it revolutionary. We discuss the growing concentration of bitcoin in custodians and ETFs, the threat of paper Bitcoin, the importance of protecting self-custody, and why cultural apathy may be Bitcoins biggest danger. We also get into the Fourth…
10 Jul 2026 · 1 hr 41 min

Is The Bitcoin Power Law Broken? | Matthew Mezinskis

“I think in ten years, the financial system and the Bitcoin system are going to collide.” 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 get into whether the Bitcoin power law has finally broken, why the four-year cycle still appears intact, and what the data suggests about the current market and a possible $500,000 Bitcoin in 2029. We also explore the coming collision between Bitcoin’s slowing power law growth, a financial system built on exponential credit and…
8 Jul 2026 · 1 hr 4 min

Is The Fed Lying About Inflation? | James Lavish

"They will allow inflation to run hotter than they'll admit to." James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist newsletter. In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures inflation. We get into the inflation task force, the trimmed mean PCE, why the 2% target was always arbitrary, and how the balance sheet is quietly expanding through treasury buybacks and QE light. We also cover credit card delinquencies hitting 2008 levels, the K-shaped economy, whether the Fed is hoping…

About What Bitcoin Did

<p>What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.</p>

What Bitcoin Did is a English business podcast from Danny Knowles. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Danny Knowles
Language: English
Category: Business
New episodes: Several times a week
Typical length: 1 hr 19 min
Latest episode: 9 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1482455669

RSS feed Apple Podcasts

More English business 6

Take it with you

The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.