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What Bitcoin Did

Danny Knowles

What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.

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Thursday · 2 hr 32 min
Can Bitcoin Survive If AI Breaks Encryption? | Michael Dunworth
“We’re playing for the machines. We just don’t know it yet.” Michael Dunworth joins the show to explain why he’s willing to bet a Bitcoin that RSA encryption will be broken within ten years, and why he believes Bitcoiners need to rethink their security assumptions. We discuss AI-assisted hacking, the risks of third-party services, and why a customer data leak can turn into a physical security threat. Michael explains why he thinks Bitcoin’s social layer is weakening, while we debate development priorities and the trade-offs involved in changing the protocol. We also discuss AI’s appetite for data and energy, what happens to privacy if encrypted information becomes accessible, and Michael’s theories about reconstructing past events. Finally, we explore what money and community could look like in that future, and whether Bitcoin could become a ledger of truth for machines. Sponsors: Ledn - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BitGo - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny Bitkey - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd AnchorWatch - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd Cape - Get 33% off your first six months with code WBD. https://www.cape.co/wbd Abundant Mines - Bitcoin mining made simple. https://abundantmines.com FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Michael Dunworth: https://x.com/MichaelDunwort1
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Monday · 47 min
Inside the White House’s Plan to Buy Bitcoin | Patrick Witt
“I think we set in motion a number of things that will come to fruition over the years.” Trump put Bitcoin on the White House agenda. But will the US government actually buy it? Patrick Witt, former executive director of the White House Crypto Council, joins me to explain what happened behind the scenes of Trump’s Bitcoin push and what still stands in the way of delivering on those promises. We discuss the unfinished audit of government Bitcoin, disagreements over the authority granted by the executive order, and custody practices that included cold wallets kept in drawers. Witt explains the potential routes to acquiring more Bitcoin, the obstacles to congressional approval, and what Treasury might still be able to do under existing powers. We also discuss his departure, why he doesn’t expect the White House’s central coordinating role to continue, and whether the administration’s Bitcoin policies could survive a future Democratic president. Finally, we cover the Samourai developers, the council’s approach to pardons, and Bitcoin’s response to the quantum threat. This conversation was recorded before the 2026 US midterm elections. Sponsors: Ledn - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BitGo - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny Bitkey - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd AnchorWatch - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd Cape - Get 33% off your first six months with code WBD. https://www.cape.co/wbd Abundant Mines - Bitcoin mining made simple. https://abundantmines.com FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Patrick Witt: https://x.com/patrickjwitt
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November 4 · 1 hr 2 min
AI Is Stealing Bitcoin’s Miners. Bitcoin Wins | Harry Sudock
“We have approximately 2% market penetration of AI tools. That was all it took to sell out the entire planet’s compute.” Harry Sudock, Chief Business Officer at CleanSpark, returns to discuss why Bitcoin miners are moving into AI and why that could make Bitcoin stronger. We get into the economics driving the shift, what it means for mining decentralisation, and why Harry believes demand for AI compute is only getting started. We also discuss the backlash against AI data centres, including concerns about electricity prices, water consumption and noise. Harry explains why he believes building more power could lower energy bills, how data centers can benefit local communities, and why he would start an energy company today. Sponsors: Ledn - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BitGo - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny Bitkey - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd AnchorWatch - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd Cape - Get 33% off your first six months with code WBD. https://www.cape.co/wbd Abundant Mines - Bitcoin mining made simple. https://abundantmines.com FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Harry Sudock: https://x.com/harry_sudock
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November 2 · 1 hr 11 min
The Plan to Make Bitcoin Private | Misha Komarov & Clara Shikhelman
“Imagine tomorrow you hear that the US government started putting Bitcoin on their balance sheet. Guess what happens next? Everybody tries to front-run it. Everybody and their mother tries to front-run it.” Misha Komarov and Clara Shikhelman of [[alloc] init] join me to discuss Shielded Bitcoin, their plan to make Bitcoin private. We get into how Bitcoin PIPEs use witness encryption to lock Bitcoin behind a cryptographic proof, how a shielded transaction actually works, why you leave with someone else’s deposit rather than your own, and what it would cost compared with a normal transaction. We also discuss why governments and institutions will need privacy, whether brand new cryptography can be trusted with billions of dollars, how the team plans to pay people to break it, and why they wouldn’t be comfortable with large amounts in it today. Finally, we get into whether Bitcoin’s resistance to change is a feature, whether soft forks are dead, why quantum resistance is a must-have upgrade, and the legal risks of building privacy tools after the Samourai Wallet case. Sponsors: Ledn - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BitGo - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny Bitkey - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd AnchorWatch - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd Cape - Get 33% off your first six months with code WBD. https://www.cape.co/wbd Abundant Mines - Bitcoin mining made simple. https://abundantmines.com FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Misha Komarov:https://x.com/nemothenoone Clara Shikhelman: https://x.com/ClaraShik
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October 29 · 1 hr 24 min
Why Bitcoin Could Hit $500K in 2029 | James Lavish
“You have inflation, you better own assets.” James Lavish returns to discuss why America’s $40 trillion debt problem limits the Fed’s ability to fight inflation, and why Bitcoin still isn’t ripping. We get into Kevin Warsh’s latest rate decision, how the war in Iran is feeding higher energy prices, and why raising rates could make the debt problem worse while cutting them could push borrowing costs higher. We also discuss Bitcoin fatigue, the money flowing into AI and prediction markets, and why institutions are still moving slowly despite JPMorgan’s bullish long-term forecast. James explains why he believes the Bitcoin bottom is in, his base case of $400K–$500K in early to mid-2029, and why another major drawdown could follow the next bull market. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles James Lavish: https://x.com/jameslavish
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October 27 · 1 hr 4 min
Bitcoin Will Eat the World’s Biggest Asset | Leon Wankum
“Your house isn’t getting more valuable. Your dollar’s becoming worthless.” Leon Wankum, real estate developer and author of Digital Real Estate, joins me to discuss why he believes Bitcoin will replace property as the world’s dominant store of value. We get into how homes became savings accounts, why rising house prices can hide currency debasement, and whether buying property still makes sense as a way to build wealth. What happens when people stop treating houses as investments? We discuss the housing crisis, the difference between buying a home and saving in real estate, and how much of the wealth held in property could move into Bitcoin. We also get into Bitcoin-backed mortgages, corporate Bitcoin treasuries, and why governments have so much at stake in keeping house prices high. Could Bitcoin make housing affordable again, and how long might that transition take? THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Leon Wankum: https://x.com/leonwankum
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October 22 · 1 hr 26 min
Is Bitcoin Losing Its Miners to AI? | Nacho Pauls
“Our vision was one, his vision was different. Why would he stay?” Nacho Pauls, Chief Commercial Officer at OCEAN, joins me to discuss why Luke Dashjr and Mechanic left the company, the fallout from BIP110, and how the controversy cost the pool nearly half its hashrate. He gives his account of the internal disagreements, the painful split and what comes next. We also get into why major Bitcoin miners are turning towards AI, and why Nacho believes the shift could actually strengthen Bitcoin. How decentralised is Bitcoin’s mining industry? We discuss the influence of large pools and hardware manufacturers, the risks of government pressure, and why control over which transactions enter a block matters. We also get into stranded energy, the economics of staying competitive and the challenges miners face heading towards the 2028 halving. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Nacho Pauls: https://x.com/NachoPauls
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October 20 · 1 hr 31 min
The Fight to Defend Bitcoin From AI | Rob Hamilton
"This doesn’t stop, it accelerates from here." Rob Hamilton returns to discuss the AI attacks on Bitcoin, the fallout from the Coldcard hack and the volunteers racing to find vulnerabilities before hackers do. He explains how the Bitcoin Red Team scanned around 650 codebases, flagging more than 10,000 potential issues, including 1,500 rated high or critical. We discuss how a $1 AI scan helped Rob identify the Coldcard flaw, what the team found when it tested Bitcoin Core, and how AI is uncovering problems that security audits missed. Rob also explains why he expects the attacks to spread beyond Bitcoin. We also get into what this means for self-custody, the risks of relying on a single hardware wallet, multisig, testing your backups and whether Bitcoiners really understand the systems protecting their life savings. Finally, we discuss why some American AI models refused to help with the defensive work, how Chinese open models filled the gap, and why Rob sees attempts to restrict access to AI as a threat to freedom of thought. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Rob Hamilton: https://x.com/Rob1Ham
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October 18 · 1 hr 53 min
The Debt Crisis Bitcoiners Aren’t Ready For | Avik Roy
“The people who bet right by being early to Bitcoin are the ones who get blamed.” Avik Roy returns to discuss why he believes America’s debt crisis is far worse than official forecasts suggest, and why Bitcoiners shouldn’t assume they’ll be safe. We get into his 15-year warning, the risk of bank failures and inflation, and how governments could restrict access to Bitcoin or target those who hold it. We also discuss self-custody, capital controls and the freedom to exit, before getting into Bitcoin treasury companies and whether their incentives align with shareholders. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Avik Roy: https://x.com/Avik
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October 15 · 1 hr 14 min
Bitcoin’s Next Rally Could Break the Cycle | Eric Yakes
“The worst thing is to not own any of it.” Eric Yakes returns to discuss why he believes Bitcoin’s four-year cycle is breaking, why diminishing returns may not be inevitable, and how institutional and nation-state demand could change the next rally. He explains why Bitcoin needs to become bigger and more liquid before its largest potential buyers can make meaningful allocations. We also get into Bitcoin’s role as a hedge against debasement, the debate over money versus digital gold, and why Eric rejects the “private Bitcoin” pitch around Zcash. We finish with how AI could make Bitcoin’s scarcity more valuable, the security risks that concern him most, and why he still believes the biggest mistake is owning none. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/danny ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Eric Yakes: https://x.com/ericyakes
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October 13 · 1 hr 26 min
Why AI Needs Bitcoin to Survive | Dhruv Bansal
“Bitcoin feels alive, but not intelligent. And AI feels intelligent, but not alive.” Dhruv Bansal joins to discuss why AI may need Bitcoin to survive, why autonomous agents could choose Bitcoin over dollars and stablecoins, and how earning Bitcoin to pay for their own resources could align them with human needs. We also get into how Bitcoin could help rebuild a free and open internet, the problems with advertising and surveillance, and whether AI could accelerate hyperbitcoinization. Dhruv explores how Bitcoin and AI could give rise to a new form of digital life and why he sees an optimistic path for both. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/ ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Dhruv Bansal: https://x.com/dhruvbansal
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October 9 · 1 hr 30 min
Operation Choke Point 2.0: The Fall of Silvergate | Alan Lane
“We experienced, as a percentage of deposits, the biggest bank run in history.” Alan Lane joins to discuss the fall of Silvergate, the bank run that followed FTX’s collapse, and how his team kept meeting withdrawals as 70% of deposits left. He explains why he believed the bank could rebuild and what changed between surviving the run and deciding to close. We also get into Operation Choke Point 2.0, why Alan believes Washington wanted the industry cut off from banking, and the failures of Silicon Valley Bank and Signature just days after Silvergate’s wind-down announcement. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd BITGO - Secure your Bitcoin with institutional grade security. https://www.bitgo.com/ ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd
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October 5 · 1 hr 39 min
The Macro Shift That Could Send Bitcoin to $500K | Matt Cole
“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes America’s debt crisis leaves the government with few good options, how rising bond yields could force the Treasury and Fed to intervene, and why a weaker dollar could fuel Bitcoin’s next bull market. We also get into why AI could create abundance without generating enough tax revenue to fix the debt problem, his case for $500K Bitcoin by 2030, and whether Bitcoin is entering a supercycle. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. https://learn.ledn.io/wbd ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: https://www.anchorwatch.com/wbd BITKEY - Get 10% off the new Bitkey wallet with code WBD. https://bitkey.world/wbd EXPAT MONEY - Build your Plan B. Explore second residencies, citizenship and offshore wealth protection. https://expatmoney.com/wbd FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles Matt Cole: https://x.com/ColeMacro
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September 30 · 1 hr 19 min
How AI Could Take Bitcoin to $1 Million | Jordi Visser
“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth, weaken the investment appeal of stocks and real estate, and create a new bull case for Bitcoin. He explains why wealthy investors haven’t needed Bitcoin yet, and how AI’s deflationary effects could change that. We also get into whether AI is a bubble, how agents and tokenization could transform finance, and why Big Tech may struggle to maintain its dominance. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles Jordi Visser: https://x.com/jvisserlabs
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September 28 · 1 hr 13 min
America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan
“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case for Bitcoin. We also get into how institutions decide whether to own Bitcoin, why its volatility and weak correlation with gold keep Andy on the sidelines, and whether a US debt collapse is inevitable. Andy explains why bonds look more attractive to him today, what it would take to bring inflation down, and whether AI could change America’s debt outlook. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Andy Constan: https://x.com/dampedspring
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September 24 · 1 hr 11 min
The Biggest Lie in Economics | Peter St Onge
“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wealth from savers to governments and Wall Street, and why technological progress should be making life cheaper. We also get into Austrian economics, his argument that the Fed causes the recessions it then tries to fix, and America’s growing debt problem. Peter explains why he thinks the AI bubble still has room to run, how he uses Bitcoin as a place to park profits, and what could bring money back from AI into Bitcoin. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles Peter St Onge: https://x.com/profstonge
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September 22 · 1 hr 11 min
Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason
“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as holding your own Bitcoin. We also get into AI dependence, his warning of a “digital 9/11”, the competition between Chinese open models and American AI companies, and the personal AI system he’s building. Erik explains how Bitcoin and cryptography fit into this future, and why Bitcoin could become essential for paying for AI when governments restrict access. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Erik Cason: https://x.com/Erikcason
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September 15 · 1 hr 15 min
AI Came for Bitcoin First | Jameson Lopp
"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries. We also get into hardware wallets, multisig and protecting life-changing amounts of bitcoin, the risks of KYC leaks and physical attacks, and what Jameson learnt from talking to scammers and interviewing North Korean applicants trying to get jobs at Casa. THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Jameson Lopp: https://x.com/lopp Jameson Get's Swatted: https://www.youtube.com/watch?v=yCWJY8olZHU
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September 11 · 1 hr 4 min
Can AI Actually Grow America Out of Its Debt? | Jeff Ross
“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt. We also get into why AI-driven deflation could benefit people but threaten a debt-based monetary system, and why the government may eventually have to backstop the AI buildout with QE or yield curve control. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - THANKS TO OUR SPONSORS: LEDN - Explore Bitcoin-backed loans and get 0.25% off your first loan. SWAN - Buy Bitcoin, Build Wealth. Discover Swan’s Bitcoin products for individuals and businesses. ANCHORWATCH - Insured Bitcoin custody, security & inheritance. Book a consultation: BITKEY - Get 10% off the new Bitkey wallet with code WBD. CAPE - Get 33% off your first six months with code WBD. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Jeff Ross: https://x.com/FormerDrJeff
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September 8 · 1 hr 15 min
The US Is Long-Term Insolvent | Lyn Alden
“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually achieve. We discuss the increasingly K-shaped economy, why developed markets are beginning to take on characteristics once associated with emerging markets, and why Lyn believes this macro environment could persist well into the 2030s. Lyn also explains why she believes Bitcoin is increasingly well positioned for the years ahead, why capital could rotate out of the AI trade, and what would need to happen for Bitcoin to enter a stronger bull market. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - THANKS TO OUR SPONSORS: LEDN SWAN ANCHORWATCH BITKEY CAPE • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Lyn Alden: https://x.com/LynAldenContact
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