Freddie New unpacks why the next wave of Bitcoin treasury companies could change the game, and why his new venture, B Hodl, is designed to be more than just another balance sheet play. From Lightning Network infrastructure and UK policy battles to raising fresh capital without leverage, Freddie explains how Bitcoin-only businesses can scale sustainably while strengthening the network itself.
We dig into why so many treasury companies risk collapse in a bear market, how B Hodl is structured to avoid forced selling, and why the UK urgently needs a strong Bitcoin voice in both finance and politics. Freddie also explores why institutions will eventually be forced to hold Bitcoin, how mNAV multiples shape valuations, and why every treasury company needs to prove it’s building real infrastructure, not just stacking sats.
In this episode:
- Why B Hodl is more than a Bitcoin treasury company
- How Lightning node operations create real Bitcoin-denominated revenue
- Why avoiding leverage is key to long-term survival
- Why every company will one day hold Bitcoin on their balance sheet
THANKS TO OUR SPONSORS:
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Freddie New: Freddie New: https://x.com/freddienew
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1:09:02
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1:09:02
Inflation, Liquidity, the Fed & Bitcoin | James Lavish
James Lavish unpacks why the Federal Reserve, runaway debt, and global liquidity cycles are setting the stage for Bitcoin’s next explosive move. From stagflation and deficits to institutional rebalancing and treasury companies, James explains why Bitcoin is unlike any asset the Fed can control.
We dig into why policymakers are trapped between inflation and recession, how trillions in debt force them to keep the Ponzi going, and why every rate cut is bullish for Bitcoin. James also explores the role of Black Swan events, how institutions dampen volatility while driving adoption, and why neutral, permissionless money is the only escape from today’s broken system.
In this episode:
- Are we heading for stagflation?
- How $324T in global debt guarantees more money printing
- The rise of treasury companies and institutional rebalancing
- Why global liquidity is the key signal for Bitcoin’s price
- What a Fed cornered by inflation means for the future of money
THANKS TO OUR SPONSORS:
IREN
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BLOCKWARE
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
James Lavish: https://x.com/jameslavish
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1:05:26
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1:05:26
The Path to $10 Million Bitcoin | Eric Yakes
Eric Yakes lays out why Bitcoin is on track for $10 million, and how cultural shifts, institutional adoption, and political realities are accelerating the path. From revolutions and mass movements to balance sheets and BlackRock ETFs, Eric explains why Bitcoin is unlike any other asset in financial history.
We get into why qualitative forces - belief, culture, and narrative - drive Bitcoin’s price as much as math, how the rise of treasury companies and governments adopting Bitcoin could fundamentally change markets, and why neutral, permissionless money is the escape valve from today’s credit-driven system. Eric also explores what a $10M Bitcoin world might look like: from time preference shifts and new architecture to political legitimacy and global strategic reserves.
In this episode:
- Why Eric believes Bitcoin can reach $10M within a decade
- How revolutions explain Bitcoin’s cultural momentum
- The role of ETFs, treasury companies, and government reserves
- Why narratives, not fundamentals, move markets
- How neutral money could restructure capitalism and society
- What a $10M Bitcoin world means for time preference, politics, and the future
THANKS TO OUR SPONSORS:
IREN
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BLOCKWARE
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Eric Yakes: https://x.com/ericyakes
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1:57:20
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1:57:20
Exposing Pegasus: How the State Spies on You | John Scott-Railton
John Scott-Railton dives into the dark world of spyware, surveillance, and state power — and what it means for our freedoms in the digital age. From uncovering Pegasus spyware in 2016 to exposing private intelligence firms like Black Cube, John explains how governments, corporations, and authoritarian regimes exploit our phones and data to control narratives and suppress dissent.
We discuss how spyware has evolved from phishing texts to zero-click exploits, the chilling stories of journalists and dissidents targeted, and why even democracies are sliding into mass surveillance under the guise of “safety.” John also warns about the next frontier: AI supercharging surveillance, corporate data brokers selling your life by the byte, and if Bitcoin faces the same creeping panopticon risks if incentives aren’t carefully guarded.
In this episode:
- The rise of mercenary spyware like Pegasus
- How the state abuses surveillance tech
- The role of corporate surveillance and data brokers
- AI’s potential to supercharge surveillance
- If Bitcoin could face the same panopticon dynamics
THANKS TO OUR SPONSORS:
IREN
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BLOCKWARE
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
John Scott-Railton: https://x.com/jsrailton
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1:40:32
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1:40:32
From Wall Street to Bitcoin & The Separation of Money & State | Vijay Selvam
Vijay Selvam digs into the first principles of Bitcoin, why it matters, how it works, and what makes it the greatest tool against authoritarian states. From his background on Wall Street during the 2008 financial crisis to writing Principles of Bitcoin, Vijay explains why digital scarcity is a paradigm-shifting invention and why separating money from the state may be one of the most important moments in human history.
We explore why narratives like “digital gold” are both useful and limiting, how Bitcoin embodies Enlightenment values of decentralization, and why its real political and philosophical implications go far beyond finance. Vijay also shares why the greatest threats to Bitcoin come from within, and how Bitcoin serves as both a mirror and a peaceful revolution for humanity.
In this episode:
- The 2008 financial crisis and discovering Bitcoin
- Digital scarcity and the core innovation of Bitcoin
- Separation of money and state vs. church and state
- Narratives: digital gold, freedom money, and beyond
- Bitcoin’s political and philosophical ramifications
- Why Bitcoin is a mirror that forces self-reflection
THANKS TO OUR SPONSORS:
IREN
RIVER
ANCHORWATCH
BLOCKWARE
LEDN
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Vijay Selvam: https://x.com/VijaySelvamXO
Österreich