51. The Global Bond Market and Bitcoin with G...

Saifedean argues bitcoin mining electricity consumption and capital expenditure may have peaked, and presents the argument as a testable hypothesis, and discusses the long-term implications for bitcoin, mining, and AI.Full Article: https://saifedean.substack.com/p/bitcoin-electri ...  Show more

Saifedean hosts a debate between JW Weatherman and Giacomo Zucco on whether hardware wallets are a security liability. They discuss the Cold Card entropy backdoor, multi-vendor multisig, the code review process in Bitcoin Core, using generic laptops, and how to think about your t ...  Show more

IN THIS EPISODE, YOU'LL LEARN: What were some early lessons that Greg learned that shaped the way he sees the investing world How does he think about the long-term debt cycle How can Bitcoin potentially impact the fixed income market How can convertible bonds become a catalyst fo ...  Show more

Greg Foss, a 3 decade veteran of fixed income securities specialising in HY (High Yield) joins me to talk about debt, bonds, government debt and why Bitcoin is the answer.

Greg Foss is the CFO and Bitcoin Strategist at Validus Power Corp. He has spent over 30 years of his career in various credit markets, where he has managed hundreds of millions of dollars. In this conversation, we discuss bitcoin, negative yielding bonds, institutional asset allo ...  Show more

In this episode, Max Kei from Hodl Hodl and Debifi, explores the future of Bitcoin lending and borrowing. From industry insights to Debifi's innovative approach, discover the benefits of Bitcoin collateral, multisig security, and fiat loan expansion. Gain valuable perspectives on ...  Show more