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Hell Money
Hell Money
77 episodes
1 week ago
A weekly podcast from two Bitcoin enthusiasts. Each week Casey and Erin discuss a different aspect of Bitcoin's technology, culture, and vibe.
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Technology
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A weekly podcast from two Bitcoin enthusiasts. Each week Casey and Erin discuss a different aspect of Bitcoin's technology, culture, and vibe.
Show more...
Technology
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BITCOIN TREASURY COMPANIES ARE IN A DEATH SPIRAL
Hell Money
55 minutes 32 seconds
2 weeks ago
BITCOIN TREASURY COMPANIES ARE IN A DEATH SPIRAL

On our spooky Halloween special, we're suiting up as Taylor Swift and Travis Kelce to talk about the new phase of Bitcoin where everyone is copying Michael Saylor and calling it a strategy.We dive into Bitcoin treasury companies, yield chasing, and asking the spooky questions: can anyone actually reproduce Saylor’s results, or is this the end of the corporate Bitcoin era?Topics discussed:- How traditional finance bros are engineering yield on Bitcoin- Michael Saylor’s Strategy- Why guilt is a sin (and yield might be too)- The “Great Script Restoration” BIP and the possible end of 4 meggers- The existential crisis of making a Bitcoin podcast when everyone just wants bullish hopium- And Seasonal Runes??Get bonus content by subscribing to @hellmoneypod on X: https://x.com/hellmoneypod/creator-subscriptions/subscribeOr support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys ORDINALS SATSCARDS: https://shop.inscribing.com/products/ordinals-satscardTIMESTAMPS0:00 Intro, Travis Kelce & Taylor Swift, The Life of a Showgirl album review7:45 Strategy, financial instruments & engineering9:50 Zk Shark's substack article about Michael Saylor & Bitcoin treasury companies14:45 Guilt is a sin, everyone is chasing yield on Bitcoin18:00 Strategy derivatives: Punk Strategy, Node Strategy, Pizza Strategy, Puppet Strategy21:30 Hell Money Podcast existential crisis26:20 Bitcoin treasury company death spiral28:20 Great Script Restoration BIP31:45 The end of 4meggers?37:50 Seasonal Runes45:40 Ordinals satscards47:50 Sora AI

Hell Money
A weekly podcast from two Bitcoin enthusiasts. Each week Casey and Erin discuss a different aspect of Bitcoin's technology, culture, and vibe.