How do you think about investing as a bitcoiner? Preston Pysh of TIP rejoins me on the show to talk about a range of related ideas:

• HODL vs invest in companies
• Microstrategy and other public companies
• VC and early stage investment
• Realistic investment hurdle rates
• Technical realities as bitcoin grows

Links:

• X: @PrestonPysh
• TIP: theinvestorspodcast.com
• nostr: npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z

Sponsors:

• Swan.com (code LIVERA)
• CoinKite.com (code LIVERA)
• Mempool.space
• Nomadcapitalist.com/live

Stephan Livera links:

• Follow me on X: @stephanlivera
• Subscribe to the podcast
• Subscribe to Substack

Dmitry Nedospasov is a PhD in Chip Security, also known for his hardware wallet exploits in 2018 with the wallet.fail talk. Dmitry joins me to talk about hardware security in the world of bitcoin and how it compares with hardware chip security in other domains. We discuss:

• The 2018 wallet.fail talk
• Bitcoin compared with other industries
• Realistic hardware wallet attack types
• The cost of attacking a hardware device
• Backups and Shamir’s Secret Sharing

Links:

• X: @nedos
• LinkedIn: Dmitry Nedospasov
• Site: Keylabs.io
• Telegram: https://t.me/nedos
• wallet.fail talk: https://www.youtube.com/watch?v=Y1OBIGslgGM
• Recoverylabs.io

Sponsors:

• Swan.com (code LIVERA)
• CoinKite.com (code LIVERA)
• Mempool.space

Stephan Livera links:

• Follow me on X: @stephanlivera
• Subscribe to the podcast
• Subscribe to Substack

Steve Lee and Matt Corallo of Spiral rejoin me on the show to talk about a range of topics. Firstly we discuss the Great Consensus Clean Up which relates to fixing some long standing bugs in Bitcoin. Secondly we talk about MEV and why it’s the wrong term, instead we should be talking about MEVil and the implications for Bitcoin miner centralisation. Finally we address the rumours of Lightning Network being dead or not useful.

Links:

• X: @moneyball
• X: @TheBlueMatt
• BlueMatt's Blog: Stop Calling It MEV
• BIP Proposal: The Great Consensus Cleanup
• Delving post on Great Consensus Clean up Revival
• Steve’s X thread on GCC: https://twitter.com/moneyball/status/1760839436617875485

Sponsors:

• Swan.com (code LIVERA)
• CoinKite.com (code LIVERA)
• Mempool.space

Stephan Livera links:

• Follow me on X: @stephanlivera
• Subscribe to the podcast
• Subscribe to Substack