What Bitcoin Did

Junseth, a Bitcoin OG known for early involvement and blunt takes, rips into AI and tech hype. He argues AI adoption will be slower than promised and deflates metaverse fantasies. He explains why Bitcoin’s quiet, boring progress matters, how small percentage gains compound, and why real-world life still beats bedroom-utopia tech visions.

Eric Yakes, macro investor and writer on geopolitics, commodities, and monetary trends. He maps a commodity shift and why sovereigns are buying gold. He warns private credit fragility and explains how central banks may face extreme printing. He explores AI’s effects on jobs, the rise of agent economies as onramps to Bitcoin, and why Bitcoin looks like deep value today.

Lauren Rodriguez, wife of Keonne Rodriguez and privacy-focused Bitcoin advocate, recounts a dawn raid and prosecution tied to Samurai Wallet. She narrates the raid, massive 17TB discovery, withheld FinCEN guidance, judicial shifts, plea pressure, and the fight for pardons. The conversation focuses on Whirlpool, Ricochet, non-custodial wallet defenses, and chilling effects on privacy-minded Bitcoin development.

Nik Bhatia, macro strategist and author on money and Bitcoin, revisits his macro views amid war-driven volatility. He talks oil spiking to $100, dollar strength, and why treasuries still matter. He also covers stablecoins and the Genius Act reshaping dollar governance, AI job shifts, and Bitcoin’s evolving cycle.

The Rational Root, on-chain analyst known for Bitcoin cycle charts and newsletters, tackles where we are in the four-year cycle and why on-chain metrics hint at more downside. Short takes on geopolitics, institutional OTC and ETF flows muting price moves. He maps potential bottom formations and explains why a final retest remains possible.

Luke Gromen, macroeconomic analyst and founder of FFTT, discusses how missiles and drones may have shifted global power and what that means for oil and the dollar. He explores geopolitical alignment among China, Russia, India and Iran, outlines near‑term market scenarios after Gulf strikes, and considers AI as a fast trigger for a major credit event. Bitcoin’s resilience and why he trimmed his position are also covered.

Matthew Mezinskis, macroeconomic researcher and host of Crypto Voices, explains why Bitcoin is statistically at the floor. He walks through the power law, quantile regression, and why the four‑year cycle still holds. Matthew also discusses long‑term projections, Fed balance sheet comparisons, and a 2029–2030 price projection near $500–550k.

Jeff Snider, founder of Eurodollar University and macroeconomist specializing in the Eurodollar system and shadow banking. He digs into the bursting private credit bubble and the frauds exposing weak due diligence. He outlines a three‑stage crisis framework, explains why markets have long priced in trouble, and discusses positioning including fiat hedges and Bitcoin.

Alex Thorn, Head of Firmwide Research at Galaxy Digital, is a macro thinker known for Bitcoin and markets analysis. He tackles the 50% price drop, why Jane Street accusations likely reflect market-making not manipulation, and how large-holder selling resembled an IPO moment. He also discusses AI’s job disruption, the need to build AI tools now, and why Bitcoin’s fundamentals still matter.

Brent Johnson, macro investor and founder of Santiago Capital known for the Dollar Milkshake Theory and gold-focused calls, walks through dollar power, why gold can rally with a strong dollar, and how stablecoins are reshaping global capital flows. He connects old plays like the Imperial Circle to current US policy, discusses stablecoins vs Bitcoin in high-inflation areas, and the geopolitical implications of dollar-denominated digital money.