Joe Kelly is the co-founder and CEO of Unchained. In this latest episode, Joe shares his story and Alaskan roots that shaped a deep respect for self-sufficiency—an experience he now applies to the digital frontier. In this episode, Joe joins The Bitcoin Frontier to share why Unchained is launching a new miniseries, The Last Free Americans, how self-custody became his life’s work, and why the conservation movement offers a powerful analogy for protecting financial freedom. We dig into the frontier phases of new assets and ideas, the role of ETFs as a bridge (not the destination), and how policies like developer protections and “keep your coins” language can ring-fence essential rights.
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→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast
TIMESTAMPS:
0:00 – Intro: The Last Free Americans and what’s at stake with self-custody
1:06 – Alaska, boats, and learning self-sufficiency
2:54 – Conservation mindset: preserving wilderness and preserving peer-to-peer money
4:03 – From accounts to keys: the “aha” of sending bitcoin yourself
5:39 – Seeing the water we swim in: intermediaries, fees, and privacy tradeoffs
8:03 – Frontiers and phases: from prospectors to politics—how new assets mature
10:57 – Gold rush parallels: excess, scams, and integration into the mainstream
12:55 – National parks as a model: ring-fencing what matters for future generations
15:00 – “The last free Americans”: a proud warning about peer-to-peer rights
17:02 – Building Unchained on bitcoin’s assumptions, not fiat rails
19:16 – ETFs as a useful bridge vs. living the peer-to-peer experience
21:03 – Who are today’s “John Muirs”? Gear, guidance, and making self-custody approachable
23:42 – Beyond one bill: culture, developer protections, and keep-your-coins language
26:34 – Free speech, code, and the very American fight for financial privacy
27:34 – Short memories: SVB, protests, and why self-custody matters before the next shock
29:16 – What to expect from the series and the intellectual adventure of bitcoin
WHERE TO FOLLOW US:
→ Unchained X: https://x.com/unchained
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Kelly’s Twitter: https://x.com/josephkelly
→ Timot Lamarre’s Twitter: https://x.com/TimotLamarre
Pierre Rochard is one of the original bitcoin thinkers, builders, and educators — now serving as CEO of The Bitcoin Bond Company. Known for popularizing the term “speculative attack” in the bitcoin space, Pierre has long explored how bitcoin can replace legacy finance from the inside out.
In this episode, Pierre joins The Bitcoin Frontier to discuss how banks adopting bitcoin could strengthen global stability, how fractional reserve banking might evolve on a bitcoin standard, and why he believes governments buying bitcoin is inevitable. We dig into the rise of bitcoin treasury companies, the idea behind bitcoin bonds, and whether bitcoin’s decentralization can withstand institutional adoption.
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→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast
TIMESTAMPS:
0:00 – Intro & bitcoin’s ideological roots in libertarianism
3:00 – Why banks holding bitcoin could prevent future financial crises
7:20 – Can fractional reserve banking exist on a bitcoin standard?
10:50 – MicroStrategy and the rise of bitcoin treasury companies
12:40 – Why collapsing banks would be dangerous for society
16:00 – Financial intermediation, savings culture, and a soft landing to a bitcoin economy
18:00 – “Money for enemies”: Why state adoption isn’t betrayal
20:00 – Bitcoin in U.S. and state reserves: From Texas to Trump
23:00 – Can governments or corporations co-opt bitcoin?
25:00 – What bitcoin bonds are and how the Bitcoin Bond Company works
29:30 – Bringing bitcoin into institutional portfolios through structured credit
35:00 – Comparing bitcoin bonds to MicroStrategy’s convertibles
37:00 – Why treasury companies are undervalued and what investors are missing
40:00 – Hyperbitcoinization, speculative attacks, and soft landings
45:00 – How adoption is accelerating asymmetrically across nations
50:00 – The ETF era: Collaborative custody and the path from convenience to sovereignty
55:00 – Have we peaked in self-custody? UX, education, and generational change
58:00 – Is bitcoin’s freedom money inevitable — and what are the real threats ahead?
1:02:00 – Quantum computing, Satoshi’s coins, and the future of protocol resilience
1:03:00 – Where to find Pierre online and closing thoughts
WHERE TO FOLLOW US:
→ Unchained X: https://x.com/unchained
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Pierre Rochard’s Twitter: https://x.com/BitcoinPierre
→ Timot Lamarre’s Twitter: https://x.com/TimotLamarre
Marty Bent is a bitcoin investor, media founder, and host of TFTC — one of the longest-running bitcoin podcasts. He’s also a managing partner at Ten31, supporting companies building critical bitcoin infrastructure. Marty is uniquely positioned at the intersection of bitcoin, energy, and now artificial intelligence.
In this episode, Marty joins The Bitcoin Frontier to share how AI is transforming the bitcoin ecosystem, how his team at TFTC is leveraging it to streamline media production, and how it’s fueling his latest creative projects. We dig into how he built Opportunity Cost, why AI drives decentralization in mining, and how bitcoiners can use these tools to stay ahead of the curve.
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→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro & why bitcoin and AI are converging faster than anyone expected
2:00 – Marty’s projects: TFTC, Ten31, and bitcoin mining
5:00 – The evolution of TFTC and what the rebrand to “Truth for the Commoner” means
8:30 – How the team integrates AI tools across research, writing, and production
12:00 – From Perplexity to Claude: learning to use AI as a research assistant
15:00 – Automating TFTC’s backend workflows with AI and no-code tools
18:00 – Clipping, editing, and distribution: using AI for speed and quality
23:00 – Building Opportunity Cost: turning fiat prices into sats in your browser
27:00 – Why open-source and privacy-preserving design still matter
30:00 – The birth of AI-generated storytelling
33:00 – Storyboarding, JSON prompts, and producing viral AI bitcoin videos
38:00 – The Trojan horse approach: spreading bitcoin ideas through culture
46:00 – Bitcoin and AI’s overlap: how energy demand is driving decentralization
50:00 – Paying for compute with bitcoin and why eCash may win
55:00 – AI, energy, and the physical limits of growth
58:00 – How bitcoin founders are using AI to build faster and cheaper
1:00:00 – Practical advice: using AI without compromising your craft or security
1:01:30 – Where to follow Marty and watch his latest creations
WHERE TO FOLLOW US:
→ Unchained X: https://x.com/unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Marty Bent’s Twitter: https://x.com/MartyBent
→ Trey Seller’s Twitter: https://x.com/ts_hodl
James Check (aka Checkmate) is the co-founder of Checkonchain and one of the leading voices making onchain data accessible for everyday bitcoiners. Known for his ability to turn complex charts into compelling stories, James blends his engineering background with market analysis to help people see human behavior imprinted in bitcoin’s ledger. In this episode, James joins The Bitcoin Frontier to share why realized cap is one of the most powerful adoption metrics, how to interpret profit and loss across holders, and what onchain data is saying about the current cycle. We dig into the role of ETFs and treasury companies, the impact of derivatives on market structure, and why the future of onchain analytics remains deeply human.
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→ Send us an email: podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro & why onchain data matters for bitcoin
1:30 – Buying the 2017 top, engineering background & finding bitcoin
4:50 – Realized cap, cost basis, and why it just crossed $1T
7:30 – From civil engineering to onchain analysis
10:00 – Orange pill moments, macro influences, and early metrics
12:40 – Human behavior, fear & greed mapped onchain
15:00 – Turning raw data into stories people understand
18:00 – State of the market in 2025: leverage, ETFs, and demand
22:00 – Cycles, late-stage dynamics & institutional flows
26:00 – Rethinking market cycles: the three-cycle structure
31:00 – Sell-side pressure, hodlers, and ETF dynamics
35:00 – Are ETFs and treasury companies changing onchain analysis?
40:00 – Profit, loss, and building decision frameworks for different price scenarios
46:00 – Key support zones: 110K, 90K, and Sailor’s liquidation line
49:00 – Derivatives, ETFs, and how flows shape volatility
54:00 – Risks of leverage, banks entering, and future fireworks
58:00 – Rapid fire: desert island metrics, entry point for retail, and data wish list
1:02:00 – The Australian bitcoin community & grassroots conferences
1:05:30 – The future of onchain analytics, AI, and Checkonchain’s next report
WHERE TO FOLLOW US:
→ Unchained X: https://x.com/unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ James Check’s Twitter: https://x.com/_Checkmatey_
→ Connor Dolan’s Twitter:
Rob Warren is Head of Research and Education at Bitcoin Park and the author of The Bitcoin Miners Almanac. He brings a unique ability to explain the economic incentives of bitcoin mining in a way that makes sense across industries and expertise. In this episode, Rob joins The Bitcoin Frontier to share how bitcoin’s incentive structure creates resilience, why mining is misunderstood but critical, and how energy markets and bitcoin naturally align. We dig into the history of mining and the difficulty adjustment, the realities of mining pools and decentralization, and the surprising ways bitcoin miners are accelerating global electrification.
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→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro & Rob’s role at Bitcoin Park
2:30 – From home mining experiments to Riot Platforms and Bitcoin Park
5:00 – Why Rob wrote The Bitcoin Miners Almanac
8:10 – The three essentials of mining: energy, cooling, and connectivity
9:30 – The brilliance of the difficulty adjustment
13:00 – Satoshi’s hard cap and why it broke economic orthodoxy
20:30 – How incentives keep miners aligned, even without ideology
24:00 – The “security budget” debate and what it misses
29:00 – Mining economics: liabilities, waste energy, and heat as an asset
31:00 – Flare gas, hydro, and turning liabilities into profitable inputs
37:00 – Gridless and bitcoin’s role in electrifying rural Africa
43:00 – AI superclusters and their overlap with bitcoin mining
49:00 – The history of mining pools and how Slush solved variance
56:00 – Difficulty, shares, and how pools account for work
1:02:00 – Centralization risks, hidden white-labeling, and Ocean’s model
1:11:00 – Bitcoin’s anti-fragility and the long-tail theory
1:18:00 – Adoption as a 140-year game, not a 5-year scheme
1:21:40 – Where to find Rob and upcoming Bitcoin Park summits
WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Rob Warren’s Twitter: https://x.com/BikesandBitcoin
→ Timot Lamarre’s Twitter: https://x.com/TimotLamarre
In this episode, Tuur joins The Bitcoin Frontier to talk about his latest report, How to Position for the Bitcoin Boom (2025 Edition). He share why he believes the 2025 bitcoin cycle will be longer than past cycles, why confiscation risk should be taken seriously, and how bitcoin treasury companies could reshape global adoption. We dig into stagflation, institutional adoption, and how to approach investing not only in bitcoin but also in bitcoin-native companies.
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→ Send us an email: podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Disclaimer & intro
1:00 – Why Tuur released his latest report mid-cycle
3:00 – Longer bitcoin cycles and why 2021 was an anomaly
5:00 – The institutional cycle and bitcoin as an escape hatch
6:30 – Long-term holders, conviction, and whale behavior
8:00 – Risks to bitcoin: liquidations, hacks, confiscation, and more
10:00 – Government stakes, Intel, and parallels to ETFs and MicroStrategy
15:00 – Custody risk, avoiding low-hanging fruit, and the importance of self-custody
18:00 – Politics, legitimacy, and bitcoin as a reserve asset
19:30 – Macro outlook: dollar weakness, stagflation, and commodities
23:00 – Why money printing is inevitable and lessons from Latin America
29:00 – The “gradually, then suddenly” moment in markets
31:00 – Bitcoin treasury companies, ETFs, and adoption dynamics
35:00 – Consolidation, risks, and differences between ETFs and strategy companies
40:00 – Investing in bitcoin companies vs bitcoin itself: diligence, timing, geography
47:00 – Example: Anchorwatch and the importance of insurance for bitcoin custody
49:00 – Philosophy: bitcoin as a side quest and avoiding idolatry
53:00 – Swords into plowshares: virtue, stewardship, and technology for good
WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Tuur Demeester's Twitter: https://x.com/TuurDemeester
→ Connor Dolan’s Twitter: https://x.com/conhodlan
Roberto Rios, known online as Peruvian Bull, is a macro researcher and writer. He’s best known for his Dollar Endgame series, where he explores global debt dynamics, reserve currency shifts, and the future of money. In this episode, Roberto joins The Bitcoin Frontier to share his insights on inflation mechanics, the breakdown of the yen carry trade, and how bitcoin fits into the global monetary reset. We dig into debt spirals, Triffin’s dilemma, and why liquidity is the ultimate driver of financial markets.
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→ Send us an email: podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – How QE, deficits, and government spending really drive inflation
4:00 – Roberto’s background, macro research journey, and Dollar Endgame series
7:30 – Separating truth from propaganda in economics education
12:00 – QE in 2010 vs. 2020: why one caused inflation and the other didn’t
16:00 – The 2022 rate hike cycle, liquidity drains, and banking crises
20:30 – Reverse repo, TGA, and creative liquidity injections
25:00 – Why global liquidity is the best barometer for bitcoin’s price
31:00 – Triffin’s dilemma and the birth of the dollar system
37:00 – Foreigners owning US assets and the long-term risk to Americans
43:00 – The simulacrum of markets: why asset prices detach from reality
46:00 – The US debt spiral and foreign demand for Treasuries
52:00 – Long-term debt risks, short-term bills, and emerging market dynamics
57:00 – Breakdown of the yen carry trade and why it matters globally
1:03:00 – Japan as a testing ground for future Federal Reserve policies
1:06:00 – How bitcoin solves Triffin’s dilemma and fits into the new order
1:09:00 – Where to follow Roberto and his Dollar Endgame research
WHERE TO FOLLOW US:
→ Unchained X: https://x.com/unchained
→ Unchained Newsletter: https://unchained.com/newsletter
→ Trey Sellers’ Twitter: https://x.com/ts_hodl
Brian Harrington is a long-time bitcoiner, educator, and the gift card product lead at Fold. He’s spent years helping people integrate bitcoin into their personal finance habits, while building deep local roots in his community in Temecula, California. In this episode, Brian joins The Bitcoin Frontier to share why bitcoin is uniquely important for both the individual and society, how “compounding” your geography and network can expand your influence, and why purposeful consumption can be as strategic as stacking sats. We dig into his journey from politics to bitcoin startups, the 10,000 people who could tip U.S. adoption, and how everyday purchases send powerful market signals for bitcoin companies.
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→ Send us an email: podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro & why bitcoin matters for both the individual and society
3:00 – Compounding geography and network for long-term influence
7:00 – Homeownership, perception, and credibility in your community
12:30 – Growing up as bitcoiners and recognizing “the payoff”
16:00 – Local politics, planning committees, and building influence
24:00 – The 10,000 people who could tip U.S. bitcoin adoption
29:00 – The best argument against bitcoin and why incentives matter
33:00 – Balancing stacking sats with purposeful consumption
40:00 – How Fold integrates bitcoin into everyday spending & market signals
53:00 – Fold going public, future plans, and closing thoughts
WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Trey Sellers’ Twitter: https://x.com/ts_hodl
Isabella Santos is a content creator, educator, and bitcoiner. She runs BTC Isla on Isla Mujeres, where she’s planting seeds of financial literacy, self-custody, and sovereign empowerment—starting with Bitcoin education for locals. In this episode, Isabella joins The Bitcoin Frontier to share how she’s turning a sleepy island into a vibrant circular economy, what she’s learned documenting bitcoin adoption across Latin America, and why saving in sats is changing lives in Mexico.
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→ Send us an email: podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube
TIMESTAMPS:
0:00 – Intro
1:18 – From journalism to bitcoin advocacy
3:02 – Why she moved to Isla Mujeres
4:38 – Building BTC Isla and teaching bitcoin to locals
6:01 – Financial literacy, circular economies, and bottom-up adoption
9:10 – Saving in sats vs. fiat: real stories from her students
11:00 – Why Western bitcoin narratives don’t always resonate globally
13:02 – Documenting bitcoin in Peru, El Salvador, and beyond
15:03 – Adapting messaging to different cultures and education levels
17:03 – Launching Get Based TV for sovereign storytelling
20:41 – What “awakening the sovereign individual” really means
25:33 – Cultural hurdles to long-term thinking—and how Bitcoin helps
27:04 – Escaping abusive systems via bitcoin circular economies
29:34 – Lightning vs. on-chain: what matters on the ground
31:04 – How self-custody education meets infrastructure limits
34:18 – BitFit Games: gamified bitcoin education + community fitness
36:07 – Building her own bitcoin citadel, gym, and villas
39:02 – Accepting bitcoin at the gym and beyond
40:05 – What’s next: villas, education reform, and new docs
42:13 – How to support BTC Isla
WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Trey Sellers’ Twitter: https://x.com/ts_hodl
In this episode, we speak with Jeff Booth—entrepreneur, author of The Price of Tomorrow, and founding partner at Ego Death Capital—about what happens when deflation meets a free market for the first time. Jeff unpacks how AI and robotics are accelerating exponential productivity, and why only bitcoin can encode that abundance into the economy without extraction. We talk about what it means to denominate your life in bitcoin, why the future is being built by people who have already opted out of the legacy system, and how venture capital looks different when the benchmark is no longer 8%—but 45%. Jeff offers a deeply moral take on progress, pricing, and why building on bitcoin is no longer risky—it’s necessary.
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→ Send us an email podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro
1:10 – Why Jeff started Ego Death Capital
5:22 – Bitcoin vs crypto: protocol vs casino
8:35 – 45% risk-free rate: why Jeff invests in bitcoin companies
13:40 – How deflation changes the game
17:12 – The new benchmark: outcompete bitcoin
20:44 – Why exponential tech and fiat money can’t coexist
24:20 – How Jeff thinks about AI and marginal cost
29:05 – Productivity, value creation, and economic first principles
33:40 – The myth of capitalism under fiat
36:59 – AI, robotics, and what the merge looks like
41:10 – Bitcoin as mirror and map: get out of the dying system
43:37 – Hope, energy, and building for others
WHERE TO FOLLOW US:
→ Unchained X: /unchained
→ Unchained LinkedIn: /unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Connor Dolan's Twitter: /conhodlan
Ben Justman is a winemaker, entrepreneur, and bitcoiner. He founded Peony Lane in western Colorado with a bet on long-term thinking: plant grapes, make wine, and stack bitcoin. In this episode, Ben joins The Bitcoin Frontier to share how he built a handcrafted wine business from the ground up—during a drawdown—and how his best customers turned out to be bitcoiners.
SUPPORT THE PODCAST:
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→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ 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
TIMESTAMPS:
0:00 – Intro
1:14 – Bitcoin bull run and building a business on conviction
7:10 – Wine, frost, and learning the hard way in two industries
13:45 – Why winemaking and bitcoin both reward patience
21:15 – What’s really in your wine—and why bitcoiners care
27:00 – Selling wine for sats: accepting bitcoin and adapting systems
33:00 – Borrowing at the top, stacking through the drawdown
40:00 – How bitcoiners became his core customer base
46:30 – Fighting industry headwinds with niche alignment
49:40 – The downside of leverage and the value of conviction
59:25 – What’s next for Peony Lane
WHERE TO FOLLOW US:
→ Unchained X: https://twitter.com/unchained
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Trey Sellers' Twitter: https://x.com/ts_hodl
What if orange-pilling isn’t persuasion—but marketing, ethics, and timing? In this episode, we sit down with Tad Smith—partner at One Roundtable Partners, former CEO of Madison Square Garden and Sotheby’s, and one of bitcoin’s most articulate educators—to explore the moral case for orange-pilling, and why it’s not a right but a responsibility. Tad shares hard-won lessons from orange-pilling family members across generations and wealth brackets, and explains why alignment—not argument—is the key. We break down how different cohorts—from boomers to creatives—encounter bitcoin, and why effective orange-pilling starts with listening, not preaching. From bitcoin vs. college and homeownership, to AI’s threat to knowledge workers, Tad lays out how bitcoin becomes not speculation, but protection—not rebellion, but insurance—not utopia, but sovereignty.
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→ Send us an email podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=you...
→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...
TIMESTAMPS:
0:00 – Intro
1:10 – The moral case for orange-pilling
5:47 – Why persuasion fails and alignment works
10:08 – Mistakes made orange-pilling family and friends
15:02 – You need an invitation to orange-pill
18:48 – Cohort-based messaging: it’s not religion, it’s marketing
23:27 – Orange-pilling high-net-worth individuals
28:12 – Retirees, boomers, and fear of complexity
31:40 – Tech-savvy, libertarian, and progressive angles
35:20 – Why creatives matter: expression, ownership, and ordinals
38:47 – College vs bitcoin: a post-AI investment dilemma
44:02 – Should you buy a house or stack more bitcoin?
49:55 – Narrative shapes price: the Marian Antoinette necklace lesson
53:10 – What bitcoin really is: protection, insurance, sovereignty
57:35 – How to orange-pill with respect and precision
WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained Linkedin: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
What if the future of credit markets is built on bitcoin? In this episode, we sit down with Jon Melton, Head of Lending at Unchained and a veteran of Morgan Stanley, Silvergate, and Xapo. Jon shares his journey from Wall Street to building a bitcoin-backed credit business, helping institutions safely borrow dollars against their bitcoin without losing control. We explore why bitcoin is pristine collateral, how interest rates in this market may evolve, and why re-hypothecation risk matters. Jon explains how collaborative custody transforms the borrowing experience and outlines the future of institutional credit on a bitcoin standard. We also discuss why the regulatory tide in America has turned—and what that unlocks for bitcoin’s next wave.
SUPPORT THE PODCAST:
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→ Leave a review
→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ 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=youtube
TIMESTAMPS:
0:00 - Intro
4:45 - Conviction through doing the work
10:07 - Managing $1.5b in bitcoin loans with zero losses
16:08 - What Wall Street still doesn’t understand about bitcoin
20:11 - Why bitcoin embodies American values
26:27 - How interest rates might evolve in bitcoin lending
30:12 - Why Unchained never rehypothecates your bitcoin
36:22 - How big will bitcoin lending get in 10 years
41:10 - What unlocks the next wave of bitcoin credit markets
46:25 - The biggest risk to bitcoin
WHERE 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
→ Jon Melton’s Twitter: https://x.com/jmelton21mm
What if you were introduced to digital scarcity before bitcoin even existed? In this episode, we sit down with Anil Patel, author of The Bitcoin Handbook and creator of widely shared bitcoin graphics featured in Michael Saylor keynotes. Anil shares how selling concert tickets sparked his early understanding of scarcity, and how that insight shaped his approach to bitcoin. We discuss his take on bitcoin’s future as a store of value, treasury asset, and sovereign protection tool, and why he believes bitcoin’s price will rise forever. Anil unpacks his journey from pitching bitcoin to MBA classmates in 2013 to now building educational content that simplifies complex ideas. We explore the rise of bitcoin treasury companies, how centralized platforms differ from bitcoin’s ethos, and the enduring value of reading and low time preference in a distracted world.
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→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ 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=youtube
TIMESTAMPS:
0:00 - Intro
1:09 - Anil’s early digital scarcity insight from concert ticketing
5:12 - Why bitcoin will go up forever, according to Anil
12:07 - Building a personal and family bitcoin reserve
14:18 - Bitcoin treasury companies vacuuming up supply
16:17 - Pitching bitcoin to his MBA class in 2013
23:32 - Evolving bitcoin education and content creation
29:22 - Why early bitcoiners understood digital scarcity
32:16 - Sovereignty vs number go up—why both matter
40:16 - Mental models and heuristics to cut through noise
43:08 - Innovation is accelerating—so is bitcoin’s upside
WHERE 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
→ Anil Patel’s Twitter: https://x.com/anilsaidso
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.
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→ 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=youtube
TIMESTAMPS:
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 dominance
WHERE 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
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.
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→ 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=youtube
TIMESTAMPS:
0:00 - Intro
1:24 - Debating Peter Schiff on sound money and bitcoin
5:44 - Why Satoshi was a monetary entrepreneur
10:07 - Bitcoin vs gold: scarcity, portability, and use cases
20:36 - The light side vs dark side of investing with bitcoin
23:18 - Saylor’s strategy: capital gains vs cash flow
28:01 - Bitcoin volatility is declining—is the wealth creation phase over?
33:45 - The financialization of bitcoin is accelerating
40:01 - Global instability, geopolitics, and bitcoin
49:46 - Capital controls: bitcoin’s role
WHERE 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
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:
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→ Send us an email podcast@unchained.com
→ 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=youtube
TIMESTAMPS:
0:00 - Intro
1:00 - Why selling bitcoin is like playing against a rigged casino
7:38 - Why Adam didn’t buy bitcoin until it hit $100
10:11 - Realizing bitcoin had bootstrapped into something real
13:35 - The underrated role of Nick Szabo, Wei Dai, and Hal Finney
19:24 - Why the 2008 financial crisis was perfect timing for bitcoin
22:32 - Is bitcoin drifting from its cypherpunk roots?
26:01 - How doubt keeps bitcoin undervalued
27:52 - Why $10 million bitcoin is still possible
31:19 - Why volatility makes bitcoin hard to sell
36:36 - Why halvings still impact the price despite being predictable
42:35 - Why this cycle could invalidate the diminishing returns theory
46:14 - The global unbanked: a $100 trillion bitcoin market
48:12 - The 200-week moving average as a price floor
50:10 - Price reflexivity: why people buy because it’s going up
53:07 - The shrinking tradable supply and why halvings still matter
WHERE 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
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 years
SUPPORT THE PODCAST:
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→ Send us an email podcast@unchained.com
→ 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=youtube
TIMESTAMPS:
0:00 - Intro
2:08 - Valuing bitcoin at $1M and $10M
4:01 - HODL waves and the psychology of selling
5:49 - Four frameworks for bitcoin valuation
10:06 - Why bitcoin surpassing gold is nearly certain
12:27 - How early we still are in global adoption
14:38 - Why ETFs changed the bitcoin game
17:32 - How MicroStrategy tapped the bond market
20:36 - What’s holding bitcoin back today
22:41 - Why hyperbitcoinization is unlikely this cycle
23:18 - How bitcoin cycles crash and reset
27:11 - What could break the MicroStrategy model
29:34 - How long-term investors may soften future crashes
30:27 - Would you change anything in the bullish case?
35:06 - Quantum computing and bitcoin’s biggest risk
38:02 - Will AI abundance make money obsolete?
41:29 - Why time guarantees bitcoin’s role in the future
46:00 - Bitcoin ossification vs. protocol changes
49:27 - 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 work
WHERE 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
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:
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→ Send us an email podcast@unchained.com
→ 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/frontier
TIMESTAMPS:
00:00 - Intro
01:01 - Why Ryan became the nuclear bitcoin
03:03 - How bitcoin mining fits perfectly with nuclear microgrids
06:36 - Why nuclear beats wind and solar on resilience
11:32 - Can small nuclear reactors decentralize the grid?
14:11 - The AI and data center energy boom is bullish for nuclear
16:24 - Why Microsoft wants to own a nuclear plant
20:02 - Bitcoin may fix nuclear financing
22:43 - How radiation is misunderstood—and actually saves lives
25:14 - What’s the difference between nuclear fusion and fission?
27:33 - The myth of “cheap” wind and solar energy
30:09 - Bitcoin mining adds unmatched flexibility to the grid
36:25 - Could bitcoin mining one day use more energy than the world does today?
41:05 - Why perfect scarcity is so hard to understand
44:51 - How bitcoin bonds could revolutionize nuclear financing
52:30 - Final thoughts on bitcoin, nation-states, and the future of energy
WHERE 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
What happens when a former underground miner and Navy fighter pilot goes all in on bitcoin? In this episode, we sit down with George Bodine to find out. George shares his unique journey—from hauling rock beneath the earth to flying jets—and how it led him to see bitcoin as the only escape from a broken monetary system. We explore his view on inflation, the collapse of the American dream, and why he believes bitcoin could reach $2.4 million by 2030. George breaks down the risks of yield products, the role of ETFs and MicroStrategy, and the repeal of SAB 121. He shares his thoughts on Tether and 21 Capital, the rise of the national strategic bitcoin reserve, and the possibility of sovereign accumulation. We close with a thoughtful discussion on whether bitcoin is ultimately for optimists or pessimists—and his message to the next generation.
SUPPORT THE PODCAST:
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→ Send us an email podcast@unchained.com
→ 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
→ Watch the video premiere of Bitcoin, Not Crypto: https://unchained.com/frontier
TIMESTAMPS:
0:00 - Intro
1:14 - From underground miner to Navy pilot to Delta captain
4:17 - Realizing you can’t outrun fiat money after the GFC
6:57 - Living through Nixon’s gold shock and the petrodollar pivot
9:06 - Why gold bugs are future bitcoiners
12:51 - Will young people be locked out of owning meaningful bitcoin?
16:49 - A volatile but hopeful transfer of wealth to ethical builders
18:59 - Coinbase yield product and the future of bitcoin financial services
27:52 - Tether, 21 Capital, and Strategy
30:19 - SAB 121, stablecoin legislation, and the national strategic reserve
46:51 - Bitcoiners will inherit the world
50:11 - TradFi anger, denial, and inability to accept yield-less assets
01:05:28 - Will art improve on a bitcoin standard?
WHERE 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
→ George Bodine’s Twitter: https://x.com/Jethroe111