BTC Sessions

James Lavish, a macro investor and Bitcoin-focused writer, and Doomberg, an energy and geopolitics researcher, debate oil market oddities and concentrated Bitcoin risk. They probe why oil has not spiked despite Iran tensions. They unpack MicroStrategy’s outsized Bitcoin position and how that concentration might shape retail adoption. They also trace the K-shaped economy and its implications for markets and monetary debasement.

Alex Krainer, a market analyst focused on macro and geopolitical risk, and Simon Dixon, a fintech entrepreneur tracking Bitcoin and global finance, map the hidden financial architecture behind the Iran conflict. They unpack which financial factions steer war timing, how commodity and capital flows are being reshaped, and why this is as much a monetary operation as a military one.

Jeffrey A. Tucker, economic writer and Brownstone Institute founder, and Michael Green, macro strategist and portfolio manager, dissect why U.S. wealth and retirement systems broke. They explore dual‑income illusions, childcare and hidden household costs, boomer asset hoarding and who will buy those assets, housing fragility and reverse mortgages, low‑rate distortions, tech and antitrust consolidation, and how AI reshapes hiring.

Katie Ananina, founder and CMO at Citizen X who helps clients build second passports and relocation plans. She explains why the next 5–7 years will reshape borders and who is racing to leave. Short takes on cheap African passports as low-profile plan Bs, Germany’s travel controls and mobilization risks, and where Bitcoiners are actually relocating now.

Chris Wingfield, AI-aware privacy specialist who reduces discoverability for UHNW clients, and Wayne DeCoste, former military officer who runs executive protection for high-net-worth individuals, explain rising physical and digital threats. They discuss how data brokers and AI empower attackers. They cover OSINT recon, hardening homes, operational security, and practical steps to reduce exposure.

Simon Dixon, entrepreneur and Bitcoin commentator, returns with a sharp geopolitical read. He argues the Iran conflict is staged negotiation around oil, currency deals, and Bitcoin leverage. He discusses OPEC coordination, BlackRock’s algorithmic market role, back-channel trade routes, and how energy pricing lines up political and financial restructuring. Listen for which market signals to track next.

James Check, on-chain Bitcoin analyst and founder of CheckOnChain, sketches seller exhaustion and why the bottom may be forming. He recounts a silver social experiment, explains realized price vs True Market Mean, and walks through miner capitulation, ETF buyer limits, on-chain volume collapse, quantum computing risks, and a possible run toward 100K later this year.

Simon Dixon, geopolitical entrepreneur and Bitcoin advocate, sketches transnational capital and the shadow forces shaping global power. He explores CIA deep-state legacies, how private networks and AI shift control away from nation-states, and why Bitcoin sits at the center of a looming monetary reckoning. Short, sharp takes on printing trillions, proxy wars, and the rise of multipolar economics.

Lyn Alden, macro investor and writer on monetary policy and bond markets, and Luke Gromen, macro strategist focused on treasuries, oil, and global reserves, unpack a financial war framing. They discuss how a Hormuz disruption cascades into oil shocks, supply‑chain and food risks, and why stress in the US Treasury market could threaten the dollar’s reserve role. Bitcoin’s place in this turbulence also comes up.

Peter St. Onge, a Heritage Foundation senior economist and Mises Institute fellow, unpacks why freezing Russian central bank assets shook dollar dominance. He explores oil-driven Fed risks, petrodollar pressures, and how Bitcoin and gold could react when geopolitical tensions ease. He also examines AI narratives, housing lock-in from low mortgages, and why Fed panic over oil is a major economic threat.