In this episode, Alyse Killeen discusses bitcoin's presence at the Bloomberg Invest Summit and its connection to AI, including insights from Jeff Booth’s thesis. She examines the positive feedback loop between AI and the Lightning Network, comparing it to other bitcoin Layer 2 solutions. Alyse also touches on Fold’s SPAC, her motivation for founding Stillmark, and the regulatory challenges facing bitcoin and bitcoin startups. She shares her thoughts on educating politicians about bitcoin, the future of Taproot assets, and how startups should navigate bitcoin’s volatility. The episode concludes with a discussion on the most underrated bitcoin products and how to balance between holding bitcoin and investing in bitcoin startups.

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TIMESTAMPS:

00:00:00 Intro

00:01:43 Bitcoin at the Bloomberg Invest Summit

00:05:45 Bitcoin, LLMs, and generative AI

00:08:04 Jeff Booth thesis + AI

00:11:26 AI and Lightning positive feedback loop

00:15:58 Lightning vs other bitcoin L2s

00:19:20 Fold’s SPAC and bitcoin VC

00:21:15 Why did you found Stillmark?

00:23:49 Regulatory hurdles for bitcoin or bitcoin startups?

00:28:27 Educating politicians on bitcoin vs crypto

00:30:55 What’s the biggest challenge for bitcoin startups?

00:33:29 Taproot assets

00:36:51 Credit cards vs Lightning decades from now

00:39:59 Should bitcoin startups operate differently because of bitcoin volatility?

00:42:07 Most underrated bitcoin product or service

00:47:28 Holding bitcoin vs investing in bitcoin startups

00:56:23 Closing thoughts

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→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Alyse Killen’s Twitter: https://x.com/AlyseKilleen

In this episode, James Lavish discusses the potential of bitcoin against the current fragile financial system. He starts by explaining why bitcoin is short the current world and long a new world. James examines how weak leadership can create challenging times and its impact on financial cycles. He explores the next wave of institutional adoption and whether Wall Street still laughs at bitcoin. Emphasizing the need for critical thinking, James questions if excessive economic stimulus actually slows bitcoin adoption. He speculates on bitcoin's potential value, considering $10 trillion, $100 trillion, or $1,000 trillion scenarios. The episode also covers how long he thinks the market can fall and analyzes the national debt, and what it means for America and bitcoin.

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TIMESTAMPS:
00:00:00 Intro
00:01:10 Bitcoin—short the current world and long a new one
00:05:00 Weak men create hard times
00:06:34 Institutional cycle—next wave of adoption?
00:15:39 Does Wall Street still laugh at bitcoin?
00:20:15 Bitcoin requires critical thinking
00:29:38 Does extreme stimulus actually slow bitcoin adoption?
00:34:30 What’s the endgame for bitcoin? $10T, $100T, $1,000T+?
00:37:50 How long will this market crash last?
00:39:35 National debt–something is wrong, but what?
00:46:43 Will the transition from a fiat standard to bitcoin standard be smooth?
00:48:29 What’s something you believe that most bitcoiners would disagree with?
00:50:20 What is the biggest risk to bitcoin?
00:52:25 Closing thoughts

WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
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→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Caitlin Long’s Twitter: https://x.com/jameslavish

In this episode, Caitlin Long analyzes bitcoin businesses under the Biden Administration. She begins with her reasons for building Custodia and the importance of opening banking to all industries. Caitlin critiques the SEC's recent court losses and explores Custodia's efforts to obtain a master account at the Federal Reserve, contrasting Custodia's approach with the Federal Reserve's stance. The discussion moves to Operation Choke Point 2.0, the future of banking, and whether de-banking is a subtle attempt to ban bitcoin and crypto. Caitlin shares her thoughts on the surprise of ETF approvals and the more unknown risks of centralized exchanges. She speculates on the products banks might offer once they enter the bitcoin space and the impact of rehypothecation on bitcoin's price.

SUPPORT THE PODCAST:

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TIMESTAMPS:

00:00:00 Intro

00:01:26 Why did Caitlin build Custodia?

00:02:43 Opening banking to all industries

00:04:26 SEC continues losing court cases

00:05:46 Master account at the Federal Reserve

00:11:49 Custodia vs Federal Reserve

00:16:13 Operation Choke Point 2.0

00:21:05 Future of banking?

00:22:50 Is de-banking a roundabout way to ban bitcoin and crypto?

00:30:38 How surprising were the ETF approvals?

00:35:54 Unknown risk of centralized exchanges

00:38:50 When banks come what products will they offer?

00:43:08 Does rehypothecation affect the price of bitcoin?

00:46:37 Banking industry endgame–fractional reserve vs full reserve?

00:52:35 Are you surprised Tether never died?

00:57:00 What is the biggest risk to bitcoin?

01:00:12 Closing thoughts

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

→ Caitlin Long’s Twitter: https://x.com/CaitlinLong_