557 episódios
Jordi Visser: Why Bitcoin Sentiment Collapsed, What Brings It Back and Why the AI Warnings are Wrong
18/09/2026 | 1h 2minJordi Visser is back by popular demand. I shared something I've been noticing all year — that Bitcoin sentiment feels different this cycle, less like a movement to fix a broken system and more like a line item in a portfolio.
He pushed back harder than I expected. His argument is that the old financial system is breaking in front of us, a new one is forming faster than people think, and Bitcoin is the piece of it he's certain survives. We discuss:
Whether the sudden push for AI regulation was coordinated, and who benefits
His response to the argument that the data center debt looks like 2008 housing
Why he says you can't understand where Bitcoin goes next without watching the rest of crypto
Where he agrees with Michael Saylor, and where he says he sees Bitcoin differently than anyone he knows
Why worrying about the future is the habit that costs investors the most
Why he walked away from a top job at Morgan Stanley after 9/11
Follow Jordi Visser on X https://x.com/jvisserlabs
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Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
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Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
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Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com
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Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie
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Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
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Natalie's Bitcoin Product Partners:
Multisig self-custody without a seed phrase! Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
Kalshi is the largest prediction market in the world.Use code HODL and get $25 when you trade $25 http://kalshi.com/r/HODL
Natalie's Upcoming Events:
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie
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Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.Danielle DiMartino Booth: The Fed's First Rate Hike in Three Years and Where the Economy is Breaking
17/09/2026 | 11minIn this rapid-fire episode of Coin Stories, Natalie Brunell sits down with former Federal Reserve insider Danielle DiMartino Booth immediately following the Fed's latest interest rate hike.
Danielle breaks down the hidden contraction underneath official data, including surging delinquencies, shuttering small businesses, and where the economy is struggling. We cover:
Whether the Fed hikes again before the midterms and EOY
Small businesses closing, and why homeowners are pulling cash out of their houses
Why she thinks almost all the growth left in the economy is coming from one place
The debt nobody in Washington can stop growing, and why it keeps getting rolled over
What she'd do if she were running the Fed
Follow Danielle DiMartino Booth on X https://x.com/DiMartinoBooth
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Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
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Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
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Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com.
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Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie
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Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
----
Natalie's Bitcoin Product Partners:
Multisig self-custody without a seed phrase! Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
Natalie's Upcoming Events:
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie
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Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.- When Jack Mallers stepped down from Twenty One Capital (XXI), Rapha Zagury stepped in as CEO. A Wall Street veteran who ran trading desks at Merrill Lynch, Rapha later co-founded Elektron, the Tether-backed Bitcoin mining operation that grew into one of the largest mining companies in the world.
Now he joins me to explain what comes next for XXI — and to answer some of the biggest questions surrounding Tether. We discuss:
How much of XXI Tether actually owns — and what it wants to build next
Whether Tether's biggest critics are asking the right questions
Why XXI is trying to become much more than a Bitcoin treasury company
Whether Elektron will be absorbed into XXI
What really happened at Ocean during the BIP 110 controversy
Follow Rapha Zagury on X https://x.com/RaphaZagury
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Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
----
Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
----
Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com
----
Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie
----
Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
----
Natalie's Bitcoin Product Partners:
Multisig self-custody without a seed phrase! Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
Kalshi is the largest prediction market in the world.Use code HODL and get $25 when you trade $25 http://kalshi.com/r/HODL
Natalie's Upcoming Events:
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie
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Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose. - In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance:
The CEOs of multiple leading AI companies say the industry needs to slow down. We break down the major AI news story that broke over the weekend.
Why a Fed rate hike now looks all but certain, and the tiny inflation number that sealed it
Trump's $5,000 promise to every adult American. Who would actually pay for it?
Metaplanet gives up $220 million to calm a shareholder revolt. Is it enough?
Blockstream to the Liquid hackers: "It is theft." The 600 bitcoin standoff
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Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
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Order my approachable introduction to Bitcoin book "Bitcoin is for Everyone: https://www.amazon.com/dp/1804091138?linkCode=ssc&tag=onamzameri07b-20&creativeASIN=1804091138&asc_item-id=amzn1.ideas.3Q6CKLCXBKGSV&ref_=aip_sf_list_spv_ons_mixed_d_asin
Limited signed copies are available for purchase at shop.talkingbitcoin.com powered by Speed Wallet.
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Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com
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Upcoming Events:
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
----
Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose. - Natalie Brunell sits down with Vik Sharma, founder and CEO of Radar Chat, Cake Wallet and an active angel investor in the Bitcoin space. Vik spent decades in the steel industry in Pittsburgh before Bitcoin pulled him in, and he's now one of the most prolific builders and angel investors in the space. We discuss:
The purchase that got him banned from Coinbase
Sending money the same way you send a text
What he saw people in China doing years before Apple Pay
The strange reason tariffs made steel companies billions
His line about Bitcoin's price that he says everyone has backwards
Follow Vik Sharma on X https://x.com/vikrantnyc
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Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
----
Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com.
----
Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie
----
BitGo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custody to individuals—completely free! Learn more at BitGo.com/natalie
----
Natalie's Bitcoin Product Partners:
Multisig self-custody without a seed phrase! Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
Natalie's Upcoming Events:
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie
----
Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.
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Sobre Coin Stories with Natalie Brunell
Learn about the future of money and how Bitcoin proposes a solution to the problems in our monetary system. Why is wealth concentration growing? Will the U.S. dollar always be the world reserve currency? Is Bitcoin the "internet of money?" Journalist and educator Natalie Brunell shares one-on-one interviews with thought leaders. Whether you're eager to start learning about Bitcoin, or already follow the world of cryptocurrency and its pioneers, this show has something for you to HODL. Join us every week and connect with us at info@talkingbitcoin.com.
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