In this episode, Matt McClintock shares his expertise on managing thousands of bitcoins for ultra-wealthy clients. He discusses the differences between early bitcoin pioneers from 2010 and existing ultra-high-net-worth individuals (UHNWIs) buying bitcoin, the burning questions ultra high net worth bitcoin holders ask, and how bitcoin is transforming wealth inheritance. Matt dives into trust durations, jurisdictions, and tax strategies, revealing whether these UHNWIs are still buying bitcoin or diversifying and shifting to “ethical” investments. We also look at bitcoin's future in the US, the timing of ETF approvals, its total addressable market, and the surprising number of early ultra-wealthy adopters.

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TIMESTAMPS:

00:00:00 Introduction

00:01:30 Matt’s background: Helping people hold thousands of bitcoins

00:04:55 Early bitcoiners vs. existing UHNWIs

00:09:47 Key questions from ultra-wealthy bitcoiners

00:12:58 Inheriting traditional assets vs. bitcoin

00:19:22 Trust duration and jurisdictions

00:25:06 Trust endings and tax implications

00:29:30 Do ultra-wealthy bitcoiners still buy bitcoin?

00:34:44 Wealthy investing in moral good vs. returns

00:38:49 How will the US and bitcoin evolve together?

00:43:25 Timing of ETF approvals

00:47:00 Bitcoin’s total addressable market

00:50:40 Surprised by ultra-wealthy early adopters?

00:53:50 Closing thoughts

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

→ Matt McClintock’s Twitter: https://twitter.com/mcclintock_m

In this episode, Dr. Jeff Ross shares insights on current macroeconomic trends, including the Federal Reserve's reconsideration of rate cuts, increased market volatility over the past month, and unexpectedly high inflation rates. He discusses the power law model, drawing comparisons with patterns observed during his medical career as a physician and radiologist. Dr. Jeff also explores strategies for constructing the optimal portfolio in 2024 and in the future under a bitcoin standard.

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TIMESTAMPS:

00:00:00 Intro

00:01:33 Macro—fed walking back rate cuts, VIX high, hot inflation

00:06:55 S2F and power law—where will bitcoin go this cycle?

00:17:49 Best performing hedge fund of 2024

00:20:57 Bitcoin, MSTR, miners, and options?

00:26:53 Changing the geopolitical world order

00:33:00 What’s the optimal bitcoin allocation?

00:37:36 Is there anyone that should not buy bitcoin?

00:39:13 Will investment management get less or more important?

00:40:32 ETF, exchange, or self custody?

00:42:41 Will financial advisors play a role in private key management?

00:45:32 Future of bitcoin custody

00:48:28 Are passive index funds useful on a bitcoin standard?

00:51:37 Optimal portfolio allocation on a bitcoin standard

00:53:15 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

→ Dr. Jeff Ross’s Twitter: https://twitter.com/VailshireCap

In this episode, we explore bitcoin skepticism, focusing on topics such as hashrate volatility, potential miner attacks, and Michael Saylor's perspective on bitcoin. Micah provides insights from his bitcoin textbook and uses a chalkboard to clearly illustrate his views on the future of the bitcoin mining industry. We dive into significant issues like transaction censoring and miner collusion, and discuss the potential future risks to bitcoin's cryptographic security.

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→ Share the show out with your friends and family

→ Send us an email podcast@unchained.com

TIMESTAMPS:

00:00:00 Intro

00:01:15 Who are you and when did you start thinking about bitcoin?

00:14:30 What do people think about your bitcoin textbook?

00:15:45 Do you own bitcoin?

00:16:38 Do you want bitcoin to succeed?

00:19:55 Is saving bad?

00:20:44 Rent seeking?

00:21:45 Could bitcoin’s hashrate be highly volatile?

00:27:38 What’s the tipping point of hashrate volatility?

00:30:17 Is this hashrate volatility a problem?

00:31:20 Attacking bitcoin

00:35:20 What are the attacks miners might do?

00:39:35 When do you think this type of attack may occur?

00:43:24 MARA transaction censoring failed

00:44:24 What’s the tipping point for miner collusion?

00:45:55 We’ve already seen miner capitulation

00:47:30 Bitcoin price vs value?

00:48:00 Will the price of bitcoin keep going up?

00:48:16 Thoughts on Michael Saylor?

00:50:13 Any risk of cryptography breaking?

00:51:40 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

→ Micah Warren’s Twitter: https://twitter.com/AchimWar