What Bitcoin Did

Jeff Booth, entrepreneur and author on money, technology, and deflationary economics, returns to challenge common money beliefs. He discusses Bitcoin as a path to personal agency. He explores AI-driven job disruption, supply shocks, mass money printing, and a brutal global repricing. He warns about digital credit risks, custody tradeoffs, and what a deflationary, Bitcoin-denominated economy might look like.

Lyn Alden, a macro strategist and investor known for deep research on debt cycles and monetary policy, warns the debt crisis is already unfolding. She discusses fiscal dominance, energy shocks centered on the Strait of Hormuz, inflation and debasement, AI-driven job disruption, and rising pressure for UBI and redistribution. Practical investment themes like scarce assets and Bitcoin allocation also come up.

Bradley Rettler, philosopher focused on mind, political philosophy, and monetary justice. He probes whether AI is changing how we think and warns about outsourcing reasoning to LLMs. He explains monetary domination, how banks and the Fed concentrate power, and whether Bitcoin can offer an opt-in escape. The conversation covers AI, thinking, education, and Bitcoin's political tensions.

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.