The Bitcoin Frontier

• DOGE couldn’t fix the dollar with Sam Callahan

  What if bitcoin treasury companies become the most powerful corporations of the next decade? In this episode, we’re joined by Sam Callahan to explore how lightning adoption, corporate strategy, and macro uncertainty are reshaping the global economy. Sam explains why companies like Strategy are pioneering a new capital structure based on bitcoin, how BTC-native yield on the Lightning Network could disrupt traditional finance, and why institutions are finally waking up to sound money. We cover everything from regulatory arbitrage and ETF flows to lightning yield flywheels, safe haven behavior, and the future of corporate balance sheets. Sam also breaks down how tether and stablecoin adoption could drive a new phase of economic activity on lightning—and what it means for investors looking to outperform.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtubeTIMESTAMPS:0:00 - Intro  1:21 - How bitcoin treasury companies are revolutionizing finance  5:20 - Bitcoin treasury companies vs real estate leverage  10:01 - Why this cycle could mimic 2017’s parabolic run  12:46 - Why bitcoin adoption is at a major inflection point  16:36 - Who’s next to buy bitcoin: corporates or governments?  22:31 - If bitcoin hits 50% of gold, price hits $1 million  28:06 - Bitcoin is starting to show safe haven behavior  34:39 - How lightning and tether could explode BTC-native yield  46:16 - Spend fiat or spend and replace bitcoin?52:30 - Why DOGE can’t stop the era of fiscal dominanceWHERE TO FOLLOW US:→ Unchained X: https://twitter.com/unchained→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD→ Sam Callahan’s Twitter: https://x.com/samcallah

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• Is bitcoin’s wealth creation era over or just beginning? with Trace Mayer

  Bitcoin’s volatility is falling—and Trace Mayer thinks that may signal the end of its wealth creation era. In this episode, we sit down with early bitcoin investor and proof of keys holiday founder Trace Mayer to unpack where we are in bitcoin’s lifecycle and what comes next. Trace breaks down his recent debate with Peter Schiff, explaining why subjective value theory and entrepreneurship are at the heart of bitcoin’s superiority over gold. We explore bitcoin’s declining volatility, why Strategy’s strategy may be riskier than it looks, and how bitcoin financialization is accelerating faster than expected. Trace also shares why proof of reserves matters, the long-term risk of custodial centralization, and how legal frameworks might evolve to protect against contentious forks.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtubeTIMESTAMPS:0:00 - Intro1:24 - Debating Peter Schiff on sound money and bitcoin5:44 - Why Satoshi was a monetary entrepreneur10:07 - Bitcoin vs gold: scarcity, portability, and use cases20:36 - The light side vs dark side of investing with bitcoin23:18 - Saylor’s strategy: capital gains vs cash flow28:01 - Bitcoin volatility is declining—is the wealth creation phase over?33:45 - The financialization of bitcoin is accelerating40:01 - Global instability, geopolitics, and bitcoin49:46 - Capital controls: bitcoin’s roleWHERE TO FOLLOW US:→ Unchained X: https://twitter.com/unchained→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD→ Trace Mayer’s Twitter: https://x.com/TraceMayer

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• Hal Finney was right about $10mm bitcoin with Adam Back

  Bitcoin might still be wildly undervalued—and Adam Back explains why. In this episode, we sit down with Adam Back, CEO of Blockstream, early cypherpunk, and inventor of hashcash, the proof-of-work system that inspired bitcoin mining. Adam shares the story of receiving the first known email from Satoshi Nakamoto, why he didn’t buy bitcoin until it hit $100, and how early ideas like b-money and bit gold shaped Satoshi’s breakthrough. We explore the importance of a fixed supply, why halvings still move the market, and how doubt keeps bitcoin underpriced. Adam weighs in on treasury adoption, supply shocks, and whether this cycle could break the diminishing returns theory. We also discuss volatility, long-term thinking, and the $100 trillion opportunity bitcoin is unlocking.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtubeTIMESTAMPS:0:00 - Intro1:00 - Why selling bitcoin is like playing against a rigged casino7:38 - Why Adam didn’t buy bitcoin until it hit $10010:11 - Realizing bitcoin had bootstrapped into something real13:35 - The underrated role of Nick Szabo, Wei Dai, and Hal Finney19:24 - Why the 2008 financial crisis was perfect timing for bitcoin22:32 - Is bitcoin drifting from its cypherpunk roots?26:01 - How doubt keeps bitcoin undervalued27:52 - Why $10 million bitcoin is still possible31:19 - Why volatility makes bitcoin hard to sell36:36 - Why halvings still impact the price despite being predictable42:35 - Why this cycle could invalidate the diminishing returns theory46:14 - The global unbanked: a $100 trillion bitcoin market48:12 - The 200-week moving average as a price floor50:10 - Price reflexivity: why people buy because it’s going up53:07 - The shrinking tradable supply and why halvings still matterWHERE TO FOLLOW US:→ Unchained X: https://twitter.com/unchained→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD→ Adam Back’s Twitter: https://x.com/adam3us

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• What if $100,000 bitcoin is just the beginning? with Vijay Boyapati

  In this episode, we sit down with Vijay Boyapati, author of The Bullish Case for Bitcoin, to explore where we really are in the current market cycle and what comes next. Vijay breaks down four frameworks for valuing bitcoin, explains why gold parity is almost inevitable, and outlines how ETFs and corporate treasury strategies are reshaping adoption. We talk through HODL waves, why the current price action still feels boring, and what it might take to push bitcoin to $10mm+ per coin. Vijay also discusses quantum computing and AI as emerging risks, the importance of ossification, and how a future of abundance may still require sound money. Finally, he shares what he’d update in his original thesis and why the story of Satoshi may become one of the defining legends of the next thousand yearsSUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Read Joe Burnett’s new report, Repricing the Economy in Bitcoin: https://www.unchained.com/go/repricing-the-economy-in-bitcoin?utm_campaign=strivereport&utm_medium=podcast&utm_source=tbf&utm_content=youtubeTIMESTAMPS:0:00 - Intro2:08 - Valuing bitcoin at $1M and $10M4:01 - HODL waves and the psychology of selling5:49 - Four frameworks for bitcoin valuation10:06 - Why bitcoin surpassing gold is nearly certain12:27 - How early we still are in global adoption14:38 - Why ETFs changed the bitcoin game17:32 - How MicroStrategy tapped the bond market20:36 - What’s holding bitcoin back today22:41 - Why hyperbitcoinization is unlikely this cycle23:18 - How bitcoin cycles crash and reset27:11 - What could break the MicroStrategy model29:34 - How long-term investors may soften future crashes30:27 - Would you change anything in the bullish case?35:06 - Quantum computing and bitcoin’s biggest risk38:02 - Will AI abundance make money obsolete?41:29 - Why time guarantees bitcoin’s role in the future46:00 - Bitcoin ossification vs. protocol changes49:27 - Will self-custody or custodians win long term?51:40 - What would Satoshi think today?54:19 - Is bitcoin a digital organism?56:05 - Outside of bitcoin, what excites Vijay most?57:09 - Where to find Vijay and his workWHERE TO FOLLOW US:→ Unchained X: https://twitter.com/unchained→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD→ Vijay Boyapoti’s Twitter: https://x.com/real_vijay

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• Can bitcoin spark a nuclear renaissance?

  What if bitcoin could spark a nuclear renaissance? In this episode, we’re joined by Ryan, better known as Nuclear Bitcoiner, to explore the intersection of nuclear energy and bitcoin. Ryan shares how bitcoin aligns with long-term infrastructure like small modular reactors and how it may reshape the economics of power generation. We walk through the advantages of nuclear over wind and solar, the implications of AI and data center demand, and how microgrids could decentralize the future energy landscape. Ryan also breaks down fusion vs. fission, the role of hash rate flexibility, and why nation-states will inevitably compete for mining dominance. From financing nuclear with bitcoin bonds to rethinking scarcity itself, this episode offers a forward-looking view of energy, incentives, and acceleration.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description→ Learn why every business will buy bitcoin: https://unchained.com/frontierTIMESTAMPS:00:00 - Intro01:01 - Why Ryan became the nuclear bitcoin03:03 - How bitcoin mining fits perfectly with nuclear microgrids06:36 - Why nuclear beats wind and solar on resilience11:32 - Can small nuclear reactors decentralize the grid?14:11 - The AI and data center energy boom is bullish for nuclear16:24 - Why Microsoft wants to own a nuclear plant20:02 - Bitcoin may fix nuclear financing22:43 - How radiation is misunderstood—and actually saves lives25:14 - What’s the difference between nuclear fusion and fission?27:33 - The myth of “cheap” wind and solar energy30:09 - Bitcoin mining adds unmatched flexibility to the grid36:25 - Could bitcoin mining one day use more energy than the world does today?41:05 - Why perfect scarcity is so hard to understand44:51 - How bitcoin bonds could revolutionize nuclear financing52:30 - Final thoughts on bitcoin, nation-states, and the future of energyWHERE TO FOLLOW US:→ Unchained X: https://twitter.com/unchained→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Joe Burnett’s Twitter: https://twitter.com/IIICapital→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD→ Nuclear Bitcoiner’s Twitter: https://x.com/NuclearBitcoinr

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