SLP3 - Bitcoin Investment Theses with Pierre ...

Setzeus argues that 90% of people will never properly use seed phrases and hardware wallets, and that services like Privy and Turnkey, which split a key behind an email or phone login, are a good-enough floor for self-custody. Stephan pushes back on what that gives up: verifiabil ...  Show more

Andrew Webley walks through Smarter Web's capital structure—ordinary shares as growth equity, a repaid short convert, Coinbase credit, and MORE as the income preferred.Webley is CEO of The Smarter Web Company (LSE: SWC), the UK's largest publicly traded Bitcoin treasury. He trace ...  Show more

Pierre Rochard comes back to the show to do a deep dive into ordinals and the impact of people being able to put NFTs onto the base layer of the Bitcoin protocol. Many people in the space are currently debating whether this is a good thing or a bad thing, and there's no one bette ...  Show more

Pierre Rochard joins to discuss the economics of bitcoin block space and mining!

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In this episode, Bitcoin OG Pierre Rochard unpacks the Energy Information Survey's halt, its implications, and the mining community's legal victory. We delve into Pierre's thoughts on Senator Warren's initiative, the collective response, and future steps. The discussion also cove ...  Show more

Today’s episode is an interview that I gave on the podcast “What Bitcoin Did”, hosted by Peter McCormack. This episode featured the founder of Parallax Digital, Robert Breedlove as we discussed the potential for a government response to Bitcoin. We discuss my thesis on bitcoin ...