What Bitcoin Did

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.

Parker Lewis, author and monetary commentator, explains how currency weaponization and endless money printing are fracturing the global order. He discusses the five types of war, why neutral money could restore stable trade, and why Bitcoin must become a true medium of exchange to fix fiat’s flaws.

Mark Suman, AI entrepreneur behind Maple and privacy-first AI assistants, joins to discuss agentic AI and OpenClaw. They cover agents working overnight, privacy risks of handing data to LLMs, and how Bitcoin and Lightning could power agent payments. Short, punchy takes on job disruption, open-source competition, and a live demo where an AI assistant steals the mic.

Andy Edstrom, author and wealth manager focused on Bitcoin investing, discusses bear markets, capital preservation and portfolio allocation. He explores why the four‑year cycle held up, how whales and treasury strategies shape price, and when Bitcoin might act as savings rather than investment. Short, sharp takes on liquidity, ETFs, and timing reallocation.

Mark Goodwin, investigative journalist who uncovers finance and power networks, walks through Epstein-related files and their surprising links to early Bitcoin actors. He outlines connections between Epstein, PayPal-era figures, and Tether. Short, punchy takes explore Bitcoin’s timing after 2008, concentrated early holdings, and how stablecoins may extend dollar influence.

Checkmate, an on-chain and macro Bitcoin analyst known for supply and mean-reversion research, joins to unpack the $60k crash and whether it marked a market inflection. Short takes cover on on-chain signals, mean-reversion zones around $60–80k, ETF flows and capitulation metrics. He also discusses who sold, cycle timing, portfolio moves, and how bottoms form through multiple tests.

Joe Consorti, market analyst and Head of Growth at Horizon, breaks down a major Bitcoin sell-off and its macro drivers. He explains why the move was driven by credit spreads, dollar strength, and shifting risk appetite. Topics include ETF flow behavior, comparisons with gold, who might be forced sellers, and where prices could consolidate next.

James Lavish, a macro investor and managing partner at the Bitcoin Opportunity Fund, explains why the bond market no longer trusts policymakers. He discusses rising margin calls in gold and silver, the Fed’s limited options that point toward more printing, and how liquidity shocks could force broad liquidations including Bitcoin. He also covers hedging strategies and potential rotations back into crypto.

Brandon Black, Bitcoin software engineer who implemented Taproot multi-sig and MuSig2, discusses quantum computing and Bitcoin security. He explains what quantum computers actually do. He questions exaggerated qubit scaling claims. He outlines which Bitcoin key types would be most exposed and how post-quantum upgrades and soft-fork paths might work.