George Bodine joins the show for a wild conversation about the fourth turning, AI, quantum, and why he believes the next 3–5 years will be the most volatile period in Bitcoin history.
We get into his insane life story — from trailer parks to flying F-18s at Top Gun, ejecting from a crashing jet, working underground as a miner, becoming a pro artist, and eventually going all-in on Bitcoin.
George breaks down why he thinks the financial crisis never ended, how AI and robotics will erase millions of jobs, the global arms race for compute and energy, and why quantum could hit faster than people expect. We dig into Bitcoin’s real threats — mining centralisation, quantum-vulnerable coins, BIP444, and the Core vs Knots fight dividing the community.
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1:36:59
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1:36:59
The $60 Billion Bitcoin Bet | Strategy CEO Phong Le
Phong Le, CEO of Strategy, joins the show to break down exactly how the world’s biggest Bitcoin treasury company works. The Bitcoin-backed credit markets, the preferreds, the leverage, and how Strategy keeps buying Bitcoin in bull and bear markets.
We dig into how MicroStrategy pivoted during 2020, how Phong and Michael Saylor built the Bitcoin treasury model from scratch, and why Strategy believes Bitcoin is still radically undervalued. Phong explains Strike, Strife, Stride, and Stretch, how these preferreds create Bitcoin yield, why they work even when price is down, and how Strategy thinks about dilution, MNAV premiums, and raising billions without selling sats.
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Phong Le: https://www.linkedin.com/in/phong-le-b53520
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1:16:15
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1:16:15
Bitcoin Adoption Is Going Mainstream | Max Guise
Max Guise from Block joins the show to break down one of the biggest leaps forward for Bitcoin self-custody: BitKey’s new privacy upgrade, why it matters, and how it removes one of the last major trade-offs between safety and privacy.
We get into how BitKey’s new chaincode-delegation system prevents Block from seeing balances or transactions, and why this BIP unlocks a new era for private, user-friendly multisig.
We also get into Square switching on Bitcoin payments across the US and why that’s a much bigger deal than most people realise - removing the friction of onboarding merchants and making Bitcoin everyday money. As well as the structural risk of mining centralisation, how relying on a handful of foreign ASIC manufacturers threatens Bitcoin’s long-term resilience, and how Proto’s approach is designed to spread hashpower, strengthen the network, and give miners real optionality for the first time in years.
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Max Guise: https://x.com/max_guise
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57:08
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57:08
Did the Bitcoin Bull Market Just End? | Checkmate & Alec Dejanovic
Checkmate and Alec Dejanovic from Checkonchain break down what’s really happening with Bitcoin’s price. The unprecedented long-term holder sell-off, the spot buyers absorbing billions, and why this cycle looks less like a normal bull market and more like a Great Rotation.
We get into old coins coming back to life, sovereign accumulation, stalled ETF flows, and why the real story isn’t who is selling, it’s who has the balance sheet to buy this much Bitcoin. Checkmate also explains the true market mean at $82K, how to spot bottom formation, why 70% of Bitcoin’s cost basis now sits above $85K, and how ETFs and iBit options are reshaping Bitcoin’s entire market structure.
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Alec Dejanovic: https://x.com/alec_rhythmic
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1:35:27
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1:35:27
Bitcoin, AI & the Coming Surveillance State | Mark Suman
Mark Suman is the co-founder of Maple, a fully private, open-source AI.
Mark breaks down how Big Tech and governments are using AI to harvest data, profile behaviour, and build the foundations of a coming surveillance system. We get into closed-source models tracking your thoughts and emotions, AGI hype vs reality and the rise of Chinese open-source AI and why private, verifiable AI is the only path that doesn’t lead to mass influence and behavioural control.
We also get into how anonymous AI accounts are only possible with Bitcoin, why Lightning and eCash still matter, how miners are navigating the AI-compute boom, and why open protocols are the only safeguard in a world where AI intermediates your money, identity, and communication.
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Mark Suman: https://x.com/marksuman
Brasil