In this episode, Nik Bhatia provides a comprehensive analysis of current market conditions, starting with an overview of the macroeconomic landscape and its implications for various assets, including bitcoin. He explores bitcoin's potential performance under different macro scenarios and examines whether broken monetary systems actually hinder bitcoin adoption. The discussion extends to global liquidity trends and their impact on bitcoin, insights into the efficiency of markets, log bitcoin charts, and academic perspectives. Bhatia also identifies potential catalysts for the next wave of bitcoin adoption and debates whether paper bitcoin is suppressing its price.

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TIMESTAMPS:

00:00:00 Intro

00:01:57 Macro—where do you see markets right now?

00:06:47 How will bitcoin perform in various macro conditions?

00:10:56 Does broken money actually slow bitcoin adoption?

00:15:12 Global liquidity and bitcoin

00:26:10 Efficient markets, log bitcoin chart, and academics

00:30:54 Catalyst for next adoption wave

00:35:17 Is paper bitcoin suppressing the price?

00:45:10 Does bitcoin weaken or strengthen the Dollar over the next decade?

00:49:00 What’s it like teaching young people about bitcoin?

00:49:51 What’s something you believe that most bitcoiners would disagree with?

00:50:09 What’s the biggest risk to bitcoin?

00:50:35 Closing thoughts

WHERE TO FOLLOW US:

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

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

→ Nik Bhatia’s Twitter: https://x.com/timevalueofbtc

In this episode, Andrew Bailey, author of Resistance Money, explores the philosophical foundations of bitcoin and its role as resistance money. He discusses the need for resistance in today's socio-economic landscape, who benefits from it, and why he wrote another bitcoin book. Andrew argues for bitcoin's adoption based on more widely held beliefs and examines its value in a censorship-free world. He addresses the role of privacy, bitcoin's future, and the importance of self-custody versus centralized custody. The conversation also covers the ossify versus non-ossify debate, personal reputational risks, its political impact, and its biggest risks.

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TIMESTAMPS:

00:00:00 Introduction

00:01:24 What is Resistance Money?

00:02:17 Andrew’s philosophy background

00:04:46 What do people need to resist?

00:07:52 Who needs resistance money?

00:10:58 Why write another bitcoin book?

00:12:38 Arguing for bitcoin from more widely held beliefs

00:14:37 Is bitcoin valuable if there is no censorship?

00:15:47 How does philosophy help us understand bitcoin?

00:19:49 Bitcoin as an alien technology drop

00:21:36 What’s the role of privacy and money?

00:23:32 Can there be too much privacy?

00:27:05 Bitcoin is a new tool in today’s reality

00:28:00 Where is bitcoin in a decade?

00:31:59 How can we accelerate self-custody adoption?

00:33:55 What’s the concern with centralized custody?

00:37:35 Ossify vs not ossify fork

00:42:56 Risking your reputation talking positively about bitcoin?

00:46:23 When will bitcoin become not fringe?

00:48:53 How might bitcoin transform politics?

00:52:46 Biggest risk to bitcoin?

00:55:27 What’s something you believe about bitcoin that many bitcoiners would disagree with?

00:56:45 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

→ Andrew Bailey’s Twitter: https://x.com/resistancemoney

→ Andrew’s book: https://www.resistance.money

In this episode, former 12x USA national mountain bike champion and Olympian Jeremy HK Nova shares his journey from the trails to bitcoin. He reflects on life lessons, proud achievements, and the evolution of mountain biking globally and in the US. Jeremy discusses his transition from professional racing, discovering bitcoin, and his interest in macroeconomics. He explains why he sold his rental properties for bitcoin and why extreme sports athletes should start embracing bitcoin. The conversation explores exercise science misconceptions, Jeremy's bitcoin pitch to mountain bikers, and bitcoin's impact in El Salvador. Jeremy also talks about his work at Studio Shed, demonetizing real estate, and his unique views on bitcoin.

SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email podcast@unchained.com

TIMESTAMPS:
00:00:00 Introduction
00:01:20 Jeremy’s journey into professional mountain biking
00:04:20 Mountain biking and life
00:05:35 Most proud mountain biking achievement?
00:07:10 Various mountain biking disciplines
00:08:19 Living in the olympic athlete village
00:09:22 How big of a sport is mountain biking?
00:10:29 Evolution of professional mountain biking
00:12:55 How big is professional mountain biking in the US?
00:13:23 Post-professional mountain biking
00:16:12 Jeremy discovering bitcoin
00:20:06 Why interested in macro, finance, and economics?
00:21:45 Selling rental properties for bitcoin
00:24:06 Extreme sport athletes earning bitcoin
00:26:00 Bitcoin and extreme sports counter culture
00:28:36 Exercise science and bitcoin–what else are experts wrong about?
00:30:09 Are athletes more likely to have a healthy skepticism?
00:30:50 Jeremy’s bitcoin pitch to other mountain bikers
00:34:42 Bitcoin in El Salvador
00:37:51 Spouses and bitcoin
00:41:36 Do other pro athletes earning bitcoin really understand bitcoin?
00:42:27 Other pro mountain bikers deep into bitcoin?
00:42:50 How else can bitcoin help pro athletes?
00:45:35 Jeremy’s day job at Studio Shed
00:47:05 Demonetizing real estate
00:50:27 What’s the biggest risk to bitcoin?
00:52:23 What’s something you believe about bitcoin that many bitcoiners would disagree with?
00:54:09 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
→ Jeremy HK Nova’s Twitter: https://x.com/JeremyHK