We kick things off with a discussion about Cynthia Lummis’s newly introduced Bitcoin Act of 2025 in Congress. We get into the nitty-gritty of the legislation, exploring its implications for a Strategic Bitcoin Reserve. We weigh the pros and cons, like the innovative use of time locks to secure the reserve and concerns about asset seizure precedents, while noting the strategic chess moves—like gold revaluation—that might just get this bill across the finish line. Next, we shift gears to reflect on Bitcoin’s current market dynamics. We unpack why the price hasn’t reacted as expected, touching on macro pressures like tariffs and a risk-off environment, as well as the learning curve for new institutional and Boomer investors grappling with Bitcoin’s “digital gold” identity. We couldn’t resist diving into the wild tale of Josh Mandel, Bitcoin Twitter’s latest mystic. We recount how this former Ohio treasurer turned options trader nailed a prediction of Bitcoin hitting $84K on March 14—down to the exact date and nearly the exact price. His cryptic talk of time travel and multiversal timelines has us both intrigued and skeptical, but we admit it’s entertaining as hell. We’ll be watching to see if his next call—$100K by month-end—pans out.We also touch on some Bitcoin shitcoinery with Taproot Wizards. We revisit the saga of their NFT minting antics, from million-dollar block buys in 2023 to this week’s $32M cash grab at 0.2 BTC per wizard. We debate the ethics and market appetite for these pricey JPEGs, noting the dwindling participation as a barometer of fading hype in this space. Finally, we wrap up with a look at Bitcoin bonds, sparked by a recent Bitcoin Policy Institute event. We explore a proposal where bonds could include a Bitcoin kicker—lowering yields for the government while giving everyday Americans a volatility-free way to stack sats. It’s a bullish idea that could bridge Bitcoin to the mainstream, and we’re excited to see where it leads. Find us on X at @SureSATs and visit us at suresats.com for more. Until next time, keep stacking those sats! Peace!
On this episode of the Bitcoin Beat we sat down with Peruvian Bull to dig into some massive topics: GameStop’s potential Bitcoin play, Trump’s "crypto reserve", and the big-picture macro driving it all. Peruvian Bull brought his A-game—years of Bitcoin wisdom, GameStop background, and macro insights packed into one epic chat. You don’t want to miss this, so let’s dive in! Check out Peruvian Bull on X at @Peruvian_Bull, his Substack at dollarendgame.substack.com, and his YouTube channel, Peruvian Bull. Follow us too—find us on X at @SureSats and our site, SureSats.com.
On this episode of The Bitcoin Beat we address the recent collapse of the Libra Memecoin in Argentina, highlighting the persistent volatility in speculative assets. We examine the Lazarus Group’s $1.4 billion Ethereum theft from Bybit, attributed to North Korean hackers, and consider its implications for cryptocurrency security. Turning to Bitcoin, we analyze its recent decline to $88,000, noting the bearish sentiment on X. Despite this, we remain optimistic, citing catalysts like MicroStrategy’s $2 billion acquisition, legislative moves toward state-held Bitcoin reserves, and innovative banking practices using Bitcoin as loan collateral. We also explore GameStop’s potential pivot to Bitcoin, spurred by CEO Ryan Cohen’s signals, and question whether it—or even the hackers’ ETH-to-BTC conversion—could bolster this market cycle. We have a detailed discussion on MicroStrategy follows, countering NAV bear arguments by emphasizing its strategic value beyond mere Bitcoin holdings. Finally, we delve into Microsoft’s Majorana chip, leveraging topological superconductors to stabilize quantum qubits—a breakthrough rooted in complex physics, potentially years from realization. Visit us at suresats.com and find us on X @suresats for more.
On this episode of the Bitcoin Beat, we have another jam session. We start off talking about the Department of Government Efficiency and give our takes. We transition back to tariffs and dig deeper on trade balances, long term issuance of U. S. treasuries, and the possibility of the U. S. reshoring manufacturing while also maintaining the dollar as a world reserve currency. Finally, we touch on our recent guest session about GameStop and expand upon that conversation. We hope you enjoy this episode. Find us on X at SureSats and our website SureSats. com.
On this episode of the Bitcoin Beat we brought on Ben Wehrman to discuss the possibility of GameStop adopting a Bitcoin strategy. Ben got involved in the GameStop craze of 2021 and subsequently went hard down the Bitcoin rabbit hole. Ever since he has been pushing for GameStop to adopt Bitcoin. Here he lays out the case for why he believes a Bitcoin strategy would be the best path forward for GameStop as a company. You can check out more of Ben's content on his website www.benwehrman.com and his X @benwehrman. Check us out on our webiste at www.suresats.com and our X @suresats .
On this episode we discuss the new tariffs levied by the trump administration on Mexico and Canada and if they are a negotiation tactic or a true shift in economic policy. We touch on the new taproot assets protocol that has enabled USDT to mint on Bitcoin and its potential impacts. We discuss the changing dynamic of US Treasuries and who is going to step in to become the major buyer if tariffs continue. We give a brief overview of Microstrategy convertible bond offerings and the new preferred stock offering STRK. Finally we end with a brief anecdote on fiat currencies and government control of money.
We kick off discussing the recent presidential inauguration, which was the most watched since Ronald Reagan's. We explore the public's reaction and the meme culture on X during the event. We delve into the crypto community's reaction to the lack of cryptocurrency mention in the president's inaugural speech, and its significance. We then discuss the Trump Coin and Melania Coin mania and we analyze how these meme coins stirred the market, the potential insider trading, and the impact on investor trust, especially after the coins' values plummeted.
We then discuss some of the predictions we made at the beginning of the year including Ross Ulbricht's release, executive orders, and the strategic bitcoin reserve.
We get into some positive political appointees and discuss the "zero capital gains tax" on US based crypto. Finally we touch on the emergence of the new AI technology deepseek from China.
In this episode of "The Bitcoin Beat," we dive into several major developments within the cryptocurrency and political spheres. We begin by discussing Trump's launch of a meme coin on the Solana blockchain days before his inauguration, which saw the coin's value skyrocket, making it one of the top cryptocurrencies overnight. We debate the implications of this move, questioning whether it's a scam or a strategic play.
We also discuss Coinbase's new Bitcoin-backed loan platform, which allows users to borrow against their Bitcoin holdings. This product is seen as a step towards integrating Bitcoin into traditional finance, though it comes with risks like margin calls and potential tax implications for users if their Bitcoin is liquidated.
The conversation shifts to the recent Supreme Court decision upholding a ban on TikTok in the U.S., with implications for data security and freedom of speech. We explore how this might affect content creators and the broader social media landscape, mentioning alternative platforms like Nostr that promise censorship resistance.
Lastly, we touch on macroeconomic trends, including the effects of natural disasters like the California fires on real estate and insurance markets, potentially leading to increased government intervention or inflation.
On this episode of The Bitcoin Beat, we have part II of our bitcoin basics podcast. We go in on how the Bitcoin network started, how it distributed to users, and we clear up some common misconceptions or "FUD". We touch on network consensus and how the Bitcoin network implements change, and past battles over what Bitcoin would be. There is a lot of information to cover, so if this is your first entry into learning about Bitcoin, this should be your launching pad. There are plenty of good resources out there from other content creators as well as on our website suresats.com. We hope you enjoy this episode. Please reach out to us on X @suresats if you have any questions or sign up for our email distribution list on our website suresats.com
On this episode of The Bitcoin Beat, we go back to basics. This episode is for beginners who are looking to learn more about Bitcoin, think deeper on the concept of "money" and how it has functioned historically through human society. This will be part 1 of a 2 part podcast. In the next episode we will go deeper into Bitcoin itself, and why we see it potentially becoming the world reserve asset.
The boys, Dap, and Big Brune are back after a prolonged hiatus to talk about where we've been and where we think we are going. We talk the Strategic Bitcoin Reserve, sprinkle some MSTR talk, and make some predictions for 2025. Check us out on X @suresats.
On this episode of the Bitcoin beat, we have another jam session.
We start by running through the crypto chapter in the President's 2023 economic report. We hit some key points in the report and we give our. We then shift gears and talk about Balaji Srinivasin's Bitcoin Bet that stirred up controversy in the last weeks, where he accepted a bet that Bitcoin would be worth 1 million USD in 90 days. Next, we talk about operation choke 2.0, and the SEC issuing a Wells notice to Coinbase.
Finally, we wrap talking about Bitcoin hash rate and the increase in Bitcoin transaction fees. We hope you enjoy this episode. Find us now on Fountain Podcast app where you can support the show and on our website.
On this episode of the Bitcoin beat, we start with self custody basics. Since these bank runs began, we've gotten some questions on moving Bitcoin off of exchanges. We thought it was important to educate on this topic. You can find more info on this topic on our website at www.suresats.com/post/selfcustody
If you'd like to skip ahead, we switched topics to the latest info in the banking crisis, starting around the 13 minute mark. We start by discussing the fed and Treasury's response to the crisis. We then talk about the chattering surrounding the seizure of Signature Bank, and Barney Frank's expose with New York Mag regarding his comments suggesting the takeover of Signature bank being politically motivated to snuff out crypto.
It is important to note, that Barney Frank does sit on the board of Signature bank and may also have his own agenda. Finally, we wrapped by discussing what a Bitcoin global reserve world might look like. We hope you enjoy the episode. You can reach out to us on our website suresats.com or on twitter @suresats.
On this episode of the Bitcoin beat, we have another Jam Session. We dig into the bank runs on Silvergate and Silicon Valley Bank.
We start with the recent CPI numbers, Jerome Powell's Senate banking committee hearing, the hawkish fed, and how this may have played a role. We then switch gears to stablecoins, their role in the overall ecosystem and how they may develop in the future.
We bounce to regulation, discussing the grayscale lawsuit and the possible lawsuits coming down the pipe on Coinbase, Kraken, and Robin hood. Finally, we wrap with the proposed tax on Bitcoin mining energy usage and how this could set a broader legal precedent. We hope you enjoy this one. Reach out to us on twitter @suresats or on our website suresets.com.
This episode was recorded on 3/11 - since our recording, Signature bank has been closed by regulators, essentially leaving the crypto world unbanked.
On this episode of the Bitcoin beat, we talk ordinals. We start off summarizing what ordinals is, and why we think it could be significant. Next we try and bring some nuance to the early takes surrounding ordinals and why we think much of the fear may be unfounded. Then we discuss how ordinals may play a role in the overall NFT market.
We touch on why ordinals is a prime example of why it's so important to move slow in bitcoin development. Despite our belief that ordinals doesn't pose a threat to the Bitcoin network, any thing unanticipated making its way into an update can pose a threat or misincentives. Finally, we wrap the show discussing, getting ord set up on your Bitcoin node. Check out our most recent article which details how to run ord on your raspberry pi. We hope you enjoy the show. Check us out on twitter @suresats and at suresats.com
For this episode we have another Jam session. We start off discussing AI, and chatGPT. It's been a fascinating topic as of late, and Dap discusses his theory on how it will play out, and how it could further drive Bitcoin adoption. From there we in a quick macro larp, breaking down the rise in interest rates and how it could affect US debt payments. We get into a disagreement over the importance of Strike's work in onboarding merchants onto lightning, and finally we close with a quick rundown on ordinals and NFTs on Bitcoin with hope to dive deeper into the ordinals discussion and develop some more nuanced takes. We hope you enjoy the episode. Be sure to follow us on twitter and instagram @suresats.
Dap and Big Brune return after a 5 month hiatus with a 2022 recap. We talk recap everything that has gotten us to where we are today, discuss why we continue to hold Bitcoin, and touch on what the future may bring. This one is a bit of a ramble folks, but stay tuned as we plan on pushing out more content in 2023! We hope you enjoy the show. Feel free to reach us at our twitter @suresats and drop us a comment on the show.
On this week's episode of the Bitcoin Beat, we have another jam session where Big Brune and Dap hash out some topics that caught our eyes since our last recording. We start this episode discussing BlackRock's announcement with Coinbase as well as other Bitcoin and crypto news. We then take a deeper dive into energy news.
From there we go into the weekly Ethereum beef with the continued discussion focused on stablecoin centralization risk, proof of stake and blockchain governance. We finished this episode discussing Bitcoin Maximalisms' role in decentralization, and how UX will play a role in the development of Bitcoin as a payments network.
00:16 - 3:22 - Coinbase/Blackrock news
3:22 - 7:35 - Institutional investment
7:35 - 10:45 - Saylor stepping down as CEO of MSTR
12:00 - 31:42 - Energy, inflation, and macro
32:15 - 54:40 - Ethereum beef of the week: Solana/Nomad hack; The centralization risk of stablecoins
54:40 - 58:22 - Bitcoin Maximalisms' role in decentralization
58:23 - 63:04 - Bitcoin UX, payments, and competition
This week we start off discussing the relationship between the separation of church and state and the separation of state and money, and how bitcoin and bitcoin maximalism plays a role. From there we discuss the macro base case for bitcoin. We finally wrap with the weekly ethereum beef and a discussion of blockchain governance and how stablecoins may play a roll.
1:00 - 13:00 - Separation of Church and State vs. Separation of State and Money
13:00 - 17:30 - Defining "toxicity"
17:45 - 39:45 - Bitcoin narratives and macroeconomics
40:00 - 56:00 - Dap discusses his recent podcast appearance/the weekly Ethereum beef