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Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!
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Economic Hitman Exposes The Playbook Being Run On The World Right Now | Dixon & Perkins
Mentor Sessions EP 111: John Perkins & Simon Dixon on the Nvidia Regime Change, the Economic Hitman Playbook, El Salvador & Who Really Runs the WorldHours before Nvidia's board met to decide Jensen Huang's …
Shownotes
Mentor Sessions EP 111: John Perkins & Simon Dixon on the Nvidia Regime Change, the Economic Hitman Playbook, El Salvador & Who Really Runs the World
Hours before Nvidia's board met to decide Jensen Huang's fate, Simon Dixon called Nvidia "the easiest company to regime change." He holds 2 to 3% of the shares and no super voting rights, and Simon is deeply suspicious that the spy story we're being told is the real story. Sitting next to him is John Perkins, author of Confessions of an Economic Hitman, who was trained in exactly the kind of leverage now making headlines.
Perkins explains how his job was to bury resource-rich countries in debt until they voted the way Washington wanted, and why China's economic hitmen are now beating America at its own game. Simon picks up where John left off: loading companies with debt, installing boards, and the super-majority voting structures that decide which CEOs can be removed. For the first time publicly, he tells the story of economic hitmen joining his table in El Salvador, playing back a recording of his private meeting, and the IMF refinancing the volcano bond out of existence.
From the Strait of Hormuz to the petrodollar, from Epstein to AI, this is a map of who the politicians actually work for, and why both men believe the real battle now is digital sovereignty: your own keys, your own data, your own money.
⏱️ Timestamps:
0:00 - Intro
1:18 - Economic Hitman Playbook Deployed Worldwide Today
2:50 - China's Belt And Road Versus US Debt Strategy
5:18 - Investment Banking Role In Debt And Corporate Control
7:35 - Operation Ajax 2.0 Targeting The Petrodollar
9:15 - Decade Working In Iran And Strait Of Hormuz
11:31 - Finance Now Directs The Military Industrial Complex
16:19 - Venezuela Regime Change And Oil Company Interests
18:08 - Greenland Grab And Epstein Intelligence Connections
20:15 - Nvidia Spy Scandal And How Hitmen Are Trained
25:45 - Who Profits From Ukraine Syria And Hormuz Conflicts
31:37 - Nvidia Is The Easiest Company To Regime Change
33:24 - Oligarch Revolving Door And Rising Public Rebellion
47:24 - Economic Hitmen Inside The Bitcoin Space
48:37 - Building A Bitcoin Volcano Bond In Iceland
50:08 - El Salvador Volcano Bond And IMF Intimidation
55:04 - AI Stablecoins And The Emerging Control Grid
1:01:15 - Digital Revolutionaries Taking Sovereign Control
1:05:47 - Spiritual Battle And Building Local Community
1:08:13 - Follow John Perkins And Simon Dixon Online
🔗 Links & Resources:
→ John Perkins: https://www.johnperkins.org
→ John Perkins on X: https://x.com/jperkinsauthor
→ The Art of the Steal: https://www.johnperkins.org/art-of-the-steal
→ Simon Dixon: https://simondixon.com
→ Follow Simon Dixon on X: https://x.com/SimonDixonTwit
→ Simon Dixon on YouTube: https://youtube.com/@SimonDixon21
Previous Episodes:
⚡Brent Johnson & Keith Dicker: https://youtu.be/QCgW8RlTu5Q
⚡Lawrence Lepard & Mark Valek: https://youtu.be/jTuJ8PXhRV4
⚡Jameson Lopp: https://youtu.be/Irt0jKj7ISw
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions 10% Off First Year Promo Code SESSIONS
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💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
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#Nvidia #EconomicHitman #Geopolitics #JensenHuang #JohnPerkins #SimonDixon #RegimeChange #DeepState #Petrodollar #StraitOfHormuz #IMF #FinancialIndustrialComplex #Bitcoin #BTC #ElSalvadorBitcoin #BitcoinBond #SelfCustody #DigitalSovereignty #MentorSessions #BTCSessions
"The Safest Way To Use A Computer Is To Never Turn It On" | Jameson Lopp
Mentor Sessions EP 110: Jameson Lopp on AI Cyberattacks, Security Debt, Multisig Self-Custody & Wrench AttacksJameson Lopp, co-founder and Chief Security Officer of Casa, says the safest way to use a computer …
Shownotes
Mentor Sessions EP 110: Jameson Lopp on AI Cyberattacks, Security Debt, Multisig Self-Custody & Wrench Attacks
Jameson Lopp, co-founder and Chief Security Officer of Casa, says the safest way to use a computer is to never turn it on. With Binance losing $6.3 billion and AI tools finding holes faster than anyone can patch them, decades of security debt are coming due, and Bitcoin was only the first target.
In this Mentor Sessions interview, Nathan and Jameson break down why builders need to attack their own systems with AI before somebody else does, how AI-driven worms and swarms could become very difficult to wipe off the internet, and the minimum self-custody setup Jameson suggests for anyone you care about. You'll hear why a single-signature wallet is still a single point of failure, how the Ledger supply-chain attacks and fake Trezors make the case for spreading trust across vendors, why agentic coding tools can show "malicious compliance," and why Jameson warns everyday users against pointing AI agents at their own computer. Plus: a scammer told Jameson he gets paid $850 for every Google account he cracks, and the wrench-attack repository has now passed 800 known cases.
⏱️ Timestamps:
0:00 The Safest Computer Is One You Never Turn On
0:37 Bitcoin Was Ransacked. Is Everything Else Next?
1:27 Security Debt Is Coming Due
2:55 Will We Ever Reach a Secure Steady State?
6:25 Should Software Development Slow Down?
9:46 Can New Hardware Fix Security?
12:31 Could Compilers Be Compromised?
14:14 How Lopp's Self-Custody Views Have Changed
17:55 Usability vs Security at Casa
21:52 The Minimum Setup for Someone You Care About
26:10 Miniscript, Covenants and Reactive Security
30:38 Ledger Supply-Chain Attacks and Fake Trezors
33:24 Why Multi-Vendor Multisig Wins
36:08 Inside Casa: Hacking Yourself With AI Agents
41:26 The Testing Framework That Catches AI Slop
43:29 Should You Point AI at Your Own Computer?
48:31 AI Worms and Swarms We Can't Stop
51:12 Wrench Attacks Pass 800 Known Cases
53:49 Where Wrench Attacks Come From
55:02 Actionable Steps: Update Everything, Trust Nothing
57:34 The Google Scammer Who Gets $850 Per Account
59:33 Where to Follow Jameson
Links:
Jameson Lopp on X: https://x.com/lopp
Casa: https://casa.io
Physical Bitcoin attacks (wrench attack) repository: https://github.com/jlopp/physical-bitcoin-attacks
Drop your setup in the comments: what's the one security change you're making after this episode?
⚡Previous Episode: Lepard & Valek: https://youtu.be/jTuJ8PXhRV4
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions
10% Off First Year Promo Code SESSIONS
⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088
⚡ POWERED by Abundant Mines: Bitcoin mining for investors seeking Bitcoin ownership and potential tax benefits - https://qrco.de/bgYKPB
⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOIN
https://qrco.de/bfiDC6
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
#JamesonLopp #BitcoinSecurity #AISecurity #Bitcoin #BTC #BTCSessions #MentorSessions #SelfCustody #Multisig #Casa #Cybersecurity #WrenchAttack #HardwareWallet #SocialEngineering
"The Markets Are In Denial" But Not For Long | Lepard & Valek
Mentor Sessions EP 109: Lawrence Lepard & Mark Valek on the Sovereign Debt Crisis, the Fed Trap, Gold, Silver & BitcoinAmerica's debt just blew past $40 trillion, interest now costs more than the entire …
Shownotes
Mentor Sessions EP 109: Lawrence Lepard & Mark Valek on the Sovereign Debt Crisis, the Fed Trap, Gold, Silver & Bitcoin
America's debt just blew past $40 trillion, interest now costs more than the entire military budget, and yet gold and Bitcoin are both down on the year. Larry Lepard of Equity Management Associates and Mark Valek of Incrementum explain why the debasement trade stalled and what sets it off again.
In this conversation you'll learn why Valek sees a melting system against Lawrence Lepard's Big Print, why higher short-term rates trap the Fed under fiscal dominance, and which stress signals are flashing right now: European sovereign spreads, commercial real estate delinquencies, AI debt, and private equity funds gating withdrawals. You'll hear why central banks have been net gold buyers every year since 2010 and stepped up their buying after 2022, why Larry thinks Bitcoin already bottomed near $58K, Valek's case for ETF concentration risk, and the market levels both are watching going into 2027.
⏱️ Timestamps:
0:00 - Intro
1:08 - Melting System Vs The Big Print
4:07 - The Fed Has No Lever To Fix Inflation
8:52 - Fiat Currency Is A Religion
12:23 - Sovereign Debt Crisis And Extreme Volatility
14:23 - Europe's Credit Spreads Flash A Warning
16:39 - Cracks In AI Debt, Private Credit And Gated Funds
20:16 - They Will Always Choose To Print
23:27 - Hank Paulson's Break The Glass Warning
27:50 - The Fed And Treasury Are Trapped
30:50 - Is A New Bretton Woods Coming?
34:04 - The Money Printer Joke
37:28 - Greenspan: The Power Is Intoxicating
40:27 - Who's Selling Gold To Central Banks?
44:49 - The Third Inning Of The Sovereign Debt Bubble
47:10 - Is Europe The Next Catalyst?
54:42 - Where Bitcoin Stands After The Hacks
57:11 - Does Gold Move Before Bitcoin?
59:03 - Mark's Unpopular Take: Bitcoin ETF Concentration Risk
1:04:45 - Silver Back Below $50 Is A Gift
1:07:03 - Copper, Silver And The Commodity Squeeze
1:10:31 - When Does The Big Print Happen?
1:12:28 - Gold Can't Default
1:14:45 - What To Watch Going Into 2027
Guests: Lawrence "Larry" Lepard (Equity Management Associates, author of The Big Print) and Mark Valek (Incrementum, co-author of the In Gold We Trust report).
🔗 Links & Resources:
→ Larry Lepard / EMA free quarterly letter: https://www.ema2.com
→ Follow Lawrence Lepard on X: https://x.com/LawrenceLepard
→ Mark Valek / Incrementum: https://www.incrementum.li
→ In Gold We Trust report: https://ingoldwetrust.report
→ Follow Mark on X: https://x.com/MarkValek
This is a Mentor Sessions deep-dive for the regulars. Drop your read in the comments: does the Fed print before this bubble deflates, or does the market crack first? Tell us where you're positioned.
⚡Previous Episode:
Brent Johnson & Keith Dicker: https://youtu.be/QCgW8RlTu5Q
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions
10% Off First Year Promo Code SESSIONS
⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOIN
https://qrco.de/bfiDC6
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
#SovereignDebt #LawrenceLepard #MarkValek #Gold #Bitcoin #Silver #LarryLepard #DebtCrisis #FederalReserve #AIBubble #PrivateCredit #InGoldWeTrust #TheBigPrint #MentorSessions #BTCSessions
No One Alive Has Seen What's About to Happen to the Bond Market | Johnson & Dicker
Mentor Sessions EP 108: Brent Johnson & Keith Dicker on the Bond Market, the Dollar, Gold & the Next Money RotationThe rest of the world owes an estimated $110 trillion in US-dollar debt they can't print, and a …
Shownotes
Mentor Sessions EP 108: Brent Johnson & Keith Dicker on the Bond Market, the Dollar, Gold & the Next Money Rotation
The rest of the world owes an estimated $110 trillion in US-dollar debt they can't print, and a rising dollar is what could force the defaults. Brent Johnson of Santiago Capital and Keith Dicker of IceCap Asset Management lay out why a strong dollar and higher Treasury yields can coexist, what actually causes de-dollarization, and how to position before the next liquidity shock.
In this conversation you'll learn why Johnson reads October's sharp Treasury rally as a snapback after record-short positioning, why Dicker warns the bond market peak is behind us and bonds may be a brutal long-term hold, and why a falling dollar index is actually re-dollarization, not the collapse everyone expects. You'll see why both managers treat gold as portfolio insurance that gets sold first in a crisis, why energy could become the next crowded trade if the Middle East stays hot, and how a closer Fed-Treasury 'shotgun wedding' could reshape dollar policy as great-power competition heats up. You'll walk away with a concrete way to stress-test your exposure to bonds, equities, gold bullion, and cash against a range of outcomes.
⏱️ Timestamps:
0:00 - Intro
1:05 - October Treasury Rally And Dollar Strength
2:33 - Is The Bond Peak A Bear Trap?
4:36 - Why Higher US Rates Are Not Catastrophic
6:35 - Defining Inflation As Rising Prices
7:13 - Rising Yields And Dollar Strength Explained
9:08 - Global Government Debt Financing Crisis
11:07 - Will Sovereign Bond Markets Force Central Bank Intervention?
13:18 - Why Global Chaos Favors The United States
15:03 - The 110 Trillion Dollar Global Debt Problem
17:01 - What Could Actually Break The Dollar System
17:46 - Dollar Index As De-Dollarization Gauge
24:23 - Gold Bitcoin And Oil Underperforming Amid Chaos
27:05 - Iran Nuclear Risk And Market Signals
33:57 - Gold As Portfolio Insurance And Core Holding
37:29 - Energy As The Next Market Euphoria Trade
39:13 - Expecting A Tech And AI Correction
42:25 - Prepare For A Crash Instead Of Waiting
47:29 - Canada US Economic Ties And Energy Exports
52:45 - The Fed Treasury Shotgun Wedding Thesis
58:06 - Will America First Survive The Next Administration?
1:02:23 - Year End Outlook Be Prepared For Everything
🔗 Links & Resources:
→ Brent Johnson / Santiago Capital: https://santiagocapital.com
→ Follow Brent on X: https://x.com/SantiagoAuFund
→ Brent Johnson on YouTube: https://www.youtube.com/@MilkshakesPod
→ TransAtlantic TakeAway (Brent Johnson & John Butler): https://www.transatlantictakeaway.com
→ Keith Dicker / IceCap Asset Management: https://icecapassetmanagement.com
→ Follow IceCap on X: https://x.com/IceCapGlobal
→ The Loonie Hour (Keith Dicker): https://www.looniehour.ca
⚡Previous Episode:
Brandon Quittem & Walker America: https://youtu.be/Lci53xJgAFw
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions
10% Off First Year Promo Code SESSIONS
⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOIN
https://qrco.de/bfiDC6
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
#BondMarket #BrentJohnson #KeithDicker #MentorSessions #BTCSessions #Bitcoin #SovereignDebt #TreasuryYields #USDollar #DollarMilkshake #DeDollarization #GlobalDebt #FederalReserve #InterestRates #StockMarketCrash #MarketCorrection #EnergyStocks #SectorRotation #GoldInvesting #SantiagoCapital #IceCapAssetManagement #MarketVolatility
It's Not Just A Fourth Turning, Every Cycle In History Is About To Collide | Quittem & Walker
Mentor Sessions EP 107: Brandon Quittem & Walker America on the Convergence of Historic CyclesHistory has only lined up like this twice in 300 years: 1776 and 1914. Walker America tracked 12 major historical …
Shownotes
Mentor Sessions EP 107: Brandon Quittem & Walker America on the Convergence of Historic Cycles
History has only lined up like this twice in 300 years: 1776 and 1914. Walker America tracked 12 major historical cycles and found that in both eras nearly all of them turned at once. Today, 7 of 12 have turned, and the count is climbing.
Brandon Quittem and Walker break down where we really sit in the Fourth Turning, why every Fourth Turning in American history has ended in war, how the long term debt cycle points to a soft default on the dollar, and what the rise and fall of empires tells us about the years ahead. They also dig into generational amnesia, the strongman phase, the Gray Champion, and whether Bitcoin and AI make this time genuinely different.
Brandon makes the case for Bitcoin as a pressure release valve on a system under strain. They close with practical steps to prepare: managing debt, protecting savings, building community, and staying high agency through turbulent years.
⏱️ Timestamps:
0:00 - Intro
1:04 - Where Are We In The Fourth Turning?
1:38 - The Fourth Turning Explained
5:21 - Every Fourth Turning Has Ended In War
6:06 - The Economic And Tech Cold War
7:47 - Walker's Super Cycle Theory
11:17 - History Has Only Lined Up Like This Twice
12:11 - Ordinary Families Pay First
15:25 - Bitcoin And AI: Is This Time Different?
19:57 - The Long Term Debt Cycle And Soft Default
21:48 - Why This Time Is Not Different
25:04 - How Generations Repeat The Cycle
40:56 - Polybius And The Cycle Of Governments
46:07 - Generational Amnesia
50:06 - The Strongman Phase: El Salvador
51:33 - The Gray Champion And Republic Renewal
56:57 - What Could Disrupt The Cycles
57:40 - Bitcoin As A Pressure Release Valve
1:08:02 - Which Cycles Have Turned And What's Next
1:19:12 - How To Prepare: Wealth, Debt, Income
1:21:50 - Build Your Community
1:27:33 - The Astrological Cycles
🔗 Guests:
Brandon Quittem on X: https://x.com/Bquittem
Brandon's essays: https://brandonquittem.com
Walker America on X: https://x.com/WalkerAmerica
⚡Previous Episode:
Broken Country Filmmakers Mira Metter & Mike Werry: https://youtu.be/JzY9L3vQdt4
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions
10% Off First Year Promo Code SESSIONS
⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOIN
https://qrco.de/bfiDC6
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
#FourthTurning #Bitcoin #SuperCycleTheory #NeilHowe #StraussHowe #BTCSessions #MentorSessions #HistoryRepeats #Cycles #Macro #DebtCycle #Dollar #AI #Anacyclosis #Polybius #Prepare #BrandonQuittem #WalkerAmerica
"Not One Thing Has Gotten Better" | Canada Is Rotting In Real Time
Mentor Sessions EP 106: Broken Country Filmmakers Mira Metter & Mike Werry on Canada's Collapse, Healthcare, Housing, Taxes and Government ControlCanada used to be the envy of the world. Now people are asking …
Shownotes
Mentor Sessions EP 106: Broken Country Filmmakers Mira Metter & Mike Werry on Canada's Collapse, Healthcare, Housing, Taxes and Government Control
Canada used to be the envy of the world. Now people are asking whether they can survive here, let alone raise a family. Mira Metter and Mike Werry, the director and producer of the documentary Broken Country, spent months traveling the country to find out what broke and when. Their verdict a year later: not one thing they covered in the film has gotten better.
They break down why Canadian hospitals run at 100 to 120% occupancy when 80% is considered safe, why roughly 20% of Canadians have no family doctor, and how a country of 40 million ended up with fewer MRI machines than Pennsylvania. On housing, prices have climbed about 375% in 20 years, going from roughly 2.5 times annual income in the '90s to 9 times nationally and 19 times in Toronto and Vancouver.
We also get into rising taxes, immigration policy, censorship bills and cameras turned off in Parliament, the federal government's own 2040 social mobility scenario, Alberta and Quebec separatism, and why this is a warning for Americans watching the same policies at home.
Chapters:
0:00 - Intro
0:52 - Canada From Envy Of The World To Survival
3:33 - What's Wrong With Canadian Healthcare
4:00 - Hospitals Running At 100-120% Capacity
5:29 - 20% Of Canadians Have No Family Doctor
6:42 - Fewer MRI Machines Than Pennsylvania
7:20 - Hospitals Funded On Last Year's Patients
10:03 - Healthcare Worked Until The Early 90s Cuts
12:37 - Canada's Hidden Two-Tier Healthcare
15:43 - Rural ER Closures Costing Lives
20:31 - Can Canadian Healthcare Be Saved
24:08 - ER Doctors Abused And Burned Out
26:12 - Addiction, Homelessness And Housing
27:03 - Housing From 2.5x To 19x Income
27:55 - Housing Up 375% In 20 Years
29:03 - How Housing Got Dumped On Cities
31:01 - Rent Eating Half Your Paycheck
33:49 - The Five-Year Mortgage Renewal Shock
35:12 - The Money Printing Behind It All
43:20 - Can Housing Ever Correct Without Breaking The Banks
48:01 - How Canada's Government Failed
49:36 - Safe Supply And The Opioid Crisis
52:30 - Censorship Bills And Cameras Off In Parliament
55:43 - Government-Subsidized Media
58:31 - Bill C-22 And Digital Privacy
1:01:38 - The 2015 Immigration Shift
1:06:54 - Youth Unemployment And Temporary Foreign Workers
1:09:55 - Entrepreneurs Leaving For The US
1:11:31 - Wasted Resources: Ring Of Fire, LNG, Hydro
1:17:10 - Walking Away From The US Trade Deal
1:19:46 - Does It Get Worse Before It Gets Better
1:20:52 - The Government's Own 2040 Warning
1:22:39 - Alberta And Quebec Separatism
1:25:52 - A Wake-Up Call For Americans
1:26:50 - Not One Thing Has Gotten Better
1:28:45 - Where To Watch Broken Country
⚡ Watch Broken Country: https://brokencountry.com
⚡Previous Episode:
Max Hillebrand & Ben Perrin: https://youtu.be/GYyHcPEaS3Y
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Casa MultiSig & Inheritance: https://casa.io/sessions
10% Off First Year Promo Code SESSIONS
⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOIN
https://qrco.de/bfiDC6
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
#BrokenCountry #Canada #CanadaCollapse #CanadaHousingCrisis #CanadianEconomy #CanadaHealthcare #CostOfLiving #ImmigrationPolicy #GovernmentOverreach #FailedState #AlbertaSeparation #MiraMetter #MikeWerry #MentorSessions #BTCSessions
Every Way To Outsmart Hackers, Big Tech And The Government | Max Hillebrand & Ben Perrin
Mentor Sessions EP 105 | Max Hillebrand & Ben Perrin on GrapheneOS, White Noise, Local AI, KYC-Free Bitcoin and Privacy Guerrilla WarfareIf you click next, next, next on mainstream tech, your privacy is fucked …
Shownotes
Mentor Sessions EP 105 | Max Hillebrand & Ben Perrin on GrapheneOS, White Noise, Local AI, KYC-Free Bitcoin and Privacy Guerrilla Warfare
If you click next, next, next on mainstream tech, your privacy is fucked. But Max Hillebrand (White Noise, Marmot protocol, author of The Praxeology of Privacy) and Ben Perrin (BTC Sessions, Sovereign Sessions) argue the tools to route around surveillance have never been better. With an old laptop, an AI agent, Nostr and Zapstore, you can now build and ship a freedom tech app without knowing how to code.
From there, they walk through a practical privacy stack: Pixel phones running GrapheneOS (8, 9 or 10, not the 11), Linux laptops, password managers, paying privately with gift cards and prepaid cards, Wasabi Wallet and peer-to-peer Bitcoin, Zapstore, Tor VPN, Amber and White Noise for encrypted messaging, local AI and trusted execution environments, self-hosting on an old laptop, quantum risk to encryption, and why privacy matters for honest price discovery.
Timestamps:
0:00 Cold Open
0:41 Privacy Guerrilla Warfare: Can We Route Around the Grid?
2:37 Build an Anonymous App Without Coding
6:19 Why Your Data Is So Valuable
7:38 Google Maps and Your Location Data
9:40 GrapheneOS, Organic Maps and Linux
10:53 Is the Privacy UX Gap Closing?
15:23 Moving the Cultural Needle on Privacy
20:12 Starting a Private Device Setup
24:46 OS-Level ID Verification
25:41 Best Pixels for GrapheneOS: 8, 9, 10, Not the 11
27:05 Linux Laptops and Operating Systems
28:54 Face Scan vs PIN
30:27 Passwords and Password Managers
32:19 Paying Privately With Gift Cards and Prepaid Cards
35:07 Spending Bitcoin Through Friends
37:13 Wasabi Wallet and On-Chain Privacy
38:21 Getting Bitcoin Without KYC
41:38 Zapstore, Tor VPN, Amber and White Noise
48:00 How the Marmot Protocol Works
55:52 How Disappearing Messages Work
57:57 Private AI and Running Local Models
1:01:29 Talking to Your AI Agents Through White Noise
1:07:37 Private Cloud AI With Maple and PPQ
1:08:43 Trusted Execution Environments: Cypherpunk Magic
1:14:35 Self-Host Your Data on an Old Laptop
1:17:14 Is Quantum a Threat to Encryption and Bitcoin?
1:25:09 The Economic Case for Privacy
1:29:00 Ben's Blond Streak Disguise
1:29:55 Where to Find Max, Ben and White Noise
Tools mentioned: GrapheneOS, Organic Maps, Debian, Qubes OS, Pop!_OS, Omarchy, Framework, Apple Lockdown Mode, KeePass, Silent.Link, Bitrefill, Coincards, Garmin Pay, Wasabi Wallet, Lightning, Hodl Hodl, Bisq, RoboSats, Zapstore, Tor VPN, Obscura VPN, Amber, White Noise, Marmot protocol, MLS, Nostr, Nostr VPN, FIPS, Routstr, Cashu, Fedimint, Bionic, Maple, PPQ.ai
Max Hillebrand (Nostr only): https://towardsliberty.com
White Noise: https://whitenoise.chat
Sovereign Sessions (tutorials): https://youtube.com/@SovereignSessions
⚡Previous Episode:
Jim Rickards & Simon Dixon: https://youtu.be/djc-F6TPfos
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CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards
Mentor Sessions EP 104 | Jim Rickards & Simon Dixon on the petrodollar, who runs the world, the AI bubble, dollar collapse, gold vs Bitcoin, stablecoin bank runs and frozen bank accounts. Two wars, a quiet …
Shownotes
Mentor Sessions EP 104 | Jim Rickards & Simon Dixon on the petrodollar, who runs the world, the AI bubble, dollar collapse, gold vs Bitcoin, stablecoin bank runs and frozen bank accounts.
Two wars, a quiet Russian diesel deal, and a $2 trillion AI build-out that one of these guests calls the greatest bubble in history. James Rickards and Simon Dixon sit down to map who is actually calling the shots in the Iran and Ukraine conflicts, and what it means for the dollar, gold, and your Bitcoin.
Rickards war gamed finance as a weapon for the Pentagon, advised the CIA on financial threats, and was general counsel at Long Term Capital Management when the Fed stepped in. In this conversation you'll learn why he argues the debasement trade is nonsense and the dollar is getting stronger, why China's yuan can't become a reserve currency, and why he believes an unregulated stablecoin bank run could trigger a panic in the Treasury market.
Simon Dixon pushes back with the view that war is the product, that the petrodollar is being quietly renegotiated as China becomes Saudi Arabia's main oil buyer, and that both gold and Bitcoin matter in the programmable control grid he sees coming. You'll also hear a sharp breakdown of the AI bubble, why superintelligence won't be achieved, and the latest supply-chain attacks on hardware wallets.
⏱️ Timestamps:
0:00 - Intro
0:33 - Who Is Calling The Shots In These Wars
2:33 - Who Really Controls Ukraine's Leadership
3:38 - Why Iran Has No Exit Strategy
6:46 - US-Russia Deal That Could End Two Wars
9:25 - Why Only China Russia And US Matter
12:16 - Simon Dixon: War Serves The Power Structure
15:13 - Midterms Weapons Shortages And Trump Agenda
18:46 - Seventy Years Of Petrodollar Monetary History
23:47 - Bigger Picture Above Trump And World Orders
26:19 - Why The Debasement Trade Is Nonsense
29:05 - China's Gold Reserves And Yuan Limitations
32:08 - Using Inflation To Solve The Debt Problem
33:09 - Petrodollar Shift From Saudi Arabia To China
49:26 - Two Trillion Dollar AI Infrastructure Bubble
55:42 - Why Superintelligence Cannot Be Achieved
56:11 - Ice-Nine Freezing Accounts And Redemptions
1:00:06 - Rickards Bitcoin Casino Chip Metaphor Explained
1:01:08 - Stablecoin Bank Run Risks On The Horizon
1:03:55 - Simon Dixon Stablecoins Versus Bank Deposits
1:26:48 - Hardware Wallet Attacks Targeting Self Custody
1:31:49 - Simon Dixon New Book Game Of Money
🔗 Links & Resources:
James Rickards newsletter - https://rickardswarning.com
Simon Dixon on X - https://x.com/SimonDixonTwit
This one is for the people trying to make sense of the whole board at once, not just the headlines. If that's you, join us live for the next Mentor Session and drop your take on war-is-the-product vs the-dollar-is-fine in the comments. We read them.
⚡Previous Episode:
Michael Howell: https://youtu.be/Tzyifqs-Bg0
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If You Don't Get Global Liquidity, You Don't Get The Everything Bubble | Michael Howell
Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin RalliesGlobal liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is …
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Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin Rallies
Global liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is already bending bond markets, credit spreads, and Bitcoin. Michael Howell breaks down exactly what's moving underneath the surface.
In this episode you'll see why Howell calls Bitcoin a "liquidity sponge," how the debt maturity wall forces old debt back into the system, and why roughly 80% of all financial market transactions are really just debt refinancing. You'll learn how to read the four indicators Howell watches before every crisis, why the euro system has no safe asset, how Japan quietly devalued its debt through a weaker yen, and why China is "basically Japan ten years later" buying gold for 23 straight months. You'll also hear his specific call: Bitcoin may struggle for three months, then do quite well into 2027 as Treasury QE monetizes government spending.
⏱️ Timestamps:
0:00 - Intro
1:06 - Is Global Liquidity Expanding Or Contracting?
2:33 - Momentum Indicator Signals Liquidity Rollover
3:25 - Why This Is a 5-6 Year Debt Refinancing Cycle
4:28 - The Debt Maturity Wall Explained
5:59 - Debt-To-Liquidity Ratio And Crisis Thresholds
7:20 - Where Liquidity Shifted: CapEx And AI Data Centers
8:54 - Treasury QE: The New Hidden Liquidity Conduit
12:54 - Fed September Hike And Liquidity Management
13:17 - Why 80% Of Lending Is Collateral Backed
14:12 - MOVE Index And Rising Bond Volatility Risk
15:42 - Bessent Buybacks Targeting Off-The-Run Treasuries
16:26 - Fed Managing Repo Spreads And Bank Reserves
17:30 - What The Repo Market Actually Is
20:05 - SOFR Spreads And The Danger Line
24:20 - What Really Drives The MOVE Index Higher
25:49 - Are We Heading Into A Financial Crisis?
26:53 - Two-Year Yields vs SOFR: Rates Rising
29:24 - Where Interest Rates Could Peak
33:25 - Bitcoin As A Liquidity Sponge: The Framework
34:17 - Howell's Medium-Term Bitcoin Bull Case
35:43 - Yield Curve Signals And Bitcoin Bull Market Timing
40:38 - The Eurodollar Market And Gilts
42:36 - France, Germany And The Oat-Bund Spread
43:29 - No Safe Asset In The Euro System
45:26 - Why The Eurozone May Not Hold Together
47:18 - Japan, The Yen Carry Trade And Weaker Yen
49:30 - How Japan Devalued Its Debt Successfully
51:39 - China Is Japan Ten Years Later
53:07 - China Printing Money And Buying Gold To Devalue
56:16 - Could The US Engineer A Domestic Devaluation?
58:25 - How Bitcoin Reacts To Chinese And Treasury Liquidity
1:02:04 - Final Thoughts On AI, Private Credit And Risk
Michael Howell runs Global Liquidity Indexes and publishes the Capital Wars Substack, where he tracks global liquidity data and the indicators referenced throughout this conversation.
🔗 Links & Resources:
→ Michael Howell on X: https://x.com/crossbordercap
→ Michael Howell on Substack: https://capitalwars.substack.com/
→ GL Indexes: https://www.glindexes.com/
⚡Previous Episode:Rational Root: https://youtu.be/ZkpoEFOQ_cM
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12 Bitcoin Charts, One Painfully Obvious Conclusion | Rational Root
Mentor Sessions Ep 102: Rational Root breaks down Bitcoin on-chain data, the 2026 cycle bottom, ETF cost basis, the four year cycle and his macro outlook.The Bitcoin bottom looks like it's already in, and the …
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Mentor Sessions Ep 102: Rational Root breaks down Bitcoin on-chain data, the 2026 cycle bottom, ETF cost basis, the four year cycle and his macro outlook.
The Bitcoin bottom looks like it's already in, and the on-chain data says this was the least retail driven cycle in history. Rational Root joins the show with a stack of charts to explain exactly why price held at $60K through the Cold Card hack, the chain split, and the biggest ETF outflows ever recorded.
You'll see how the short-term holder cost basis breakout flipped the market bullish, why the ETF cost basis rejected price twice before the breakout, and how the four year spiral chart is behaving at this bottom compared to every prior cycle. You'll learn why Rational Root bought STRC at a 25% discount during the panic, what the digital credit stress test revealed, and why he thinks an all-time high could land before June 2027. You'll also get his candid macro read on AI, ISM manufacturing, interest rates, and the midterm cycle, plus why diminishing returns are likely moving forward even as the cycle keeps chugging along.
This is a practical, data-first conversation for holders trying to decide whether to keep stacking or wait for a lower low that may never come.
⏱️ Timestamps:
0:00 - Intro
0:36 - Meet Rational Root and What's Top Of Mind
1:27 - Price Action And The Short-Term Holder Cost Basis Breakout
3:21 - Why This Bottom Looks Like Every Prior Cycle
5:05 - Why We Never Got The Blow-Off Top This Cycle
8:19 - The Momentum Indicator And Mild Capitulation Explained
9:04 - How Institutional Buyers Dampened The Drawdown
11:24 - The Four Year Spiral Chart And Diminishing Returns
13:04 - Will The Spiral Chart Eventually Break?
18:05 - The ETF Cost Basis And The Second Leg Up
20:56 - ETF Inflows, Outflows And The Digital Credit Stress Test
22:39 - The On-Chain Value Map And Fair Value
25:57 - Buying STRC At A 25% Discount During The Panic
28:07 - Cold Card Hack, Chain Split And Price That Wouldn't Break
31:22 - How Fast Can The Recovery Come From Here?
33:54 - An All-Time High Before June 2027?
39:11 - Macro: ISM, The Business Cycle And Midterms
45:52 - AI, Fiat And Why Bitcoin Still Matters More
52:42 - What Gave Rational Root Pause This Cycle
55:04 - How He Actually Feels About Bitcoin Right Now
1:00:31 - Where To Find Rational Root's Charts
🔗 Links & Resources:
→ Follow Rational Root on X: https://x.com/therationalroot
→ Rational Root Newsletter & Charts: https://www.bitcoinstrategyplatform.com/
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"The Most Bullish Market Structure In History For Bitcoin" | Carlasare, Ross, HODL
Mentor Sessions Ep 101: Joe Carlasare, Dr. Jeff Ross, and American HODL break down why Bitcoin at $85K is poised to break $100K, the dead four year cycle, and AI's economic impact in 2026.Nation states now hold …
Shownotes
Mentor Sessions Ep 101: Joe Carlasare, Dr. Jeff Ross, and American HODL break down why Bitcoin at $85K is poised to break $100K, the dead four year cycle, and AI's economic impact in 2026.
Nation states now hold more Bitcoin on a percentage basis than individuals do, and Joe Carlasare and Jeff argue that single fact rewrites the entire bull case heading into 2026. With Bitcoin sitting around $85,000, this conversation makes the case that $100K is the starting bell, not the ceiling.
You'll learn why Carlasare calls the recent sell-off a self-fulfilling prophecy, why both guests believe the traditional four year cycle is finally dead, and how the walk from $100K to $1 million could happen faster and easier than most holders expect. You'll hear why long-term hodlers above $100K are already gone, why the Cold Card capitulation felt like the real bottom, and how liquidity, manufacturing, and speculation (the "three burners") tell the macro story right now. You'll also get a frank breakdown of AI's economic impact, the fight over compute governance, the IP and legal battles facing OpenAI and Anthropic, and the FinCEN rules on self-hosted wallets that were just rescinded.
⏱️ Timestamps:
0:00 - Intro
0:40 - Calling The Bottom At $58K And Where Bitcoin Sits Now
1:17 - P(Doom) Zero, P(BTC) 100
2:34 - Nation States Own More Bitcoin Than Individuals
3:23 - The Entire Sell-Off Was A Self-Fulfilling Prophecy
4:36 - Why Flipping Green In 2026 Breaks The Four Year Cycle
6:44 - The Cold Card Capitulation And The Double Bottom
8:19 - Covid Distorted Every Economic Cycle
11:03 - Bitcoin Trades On Macro Now, Not The Cycle
13:14 - Junk Bonds At 14% And Broken Correlations
14:25 - Only 2.5% From A Green Year, 20% From $100K
15:30 - Why $100K Unlocks $200K, $300K, $400K
16:17 - The Walk From $100K To $1 Million
24:01 - The Michael Saylor Prophecy And Follow-On Buyers
27:31 - James Check: There's No Narrative, Just Demand
30:08 - Strategy Survived The Stress Test
34:26 - Is The Equity Market Over Its Skis?
38:19 - Creative Destruction And The AI Economy
40:35 - HODL On The AI Red Capture And Robo-God Labs
45:25 - Effective Altruism, The Vatican, And Compute Governance
47:33 - The Coming AI False Flag
52:47 - Can You Make AI Labs Legally Liable?
55:41 - Do Local Models Beat The Frontier?
1:00:41 - Will Wall Street Shred OpenAI And Anthropic?
1:01:02 - China, Manufacturing, And The IP Problem
1:03:13 - Is AI Output Fair Use? Courts Say No
1:06:35 - FinCEN's Self-Custody Rules Rescinded
1:07:19 - The Three Burners: Liquidity, Manufacturing, Speculation
1:13:48 - What FinCEN Actually Changed
1:15:15 - Joe's New Book And Closing Thoughts
This episode references the Cold Card incident, Michael Howell's liquidity work, Lyn Alden's fiscal framing, and Joe Carlasare's new book. Hardware wallet and self-custody tools discussed in the sponsor segments include Trezor and Casa multisig.
🔗 Links & Resources:
→ Follow Joe Carlasare on X: https://x.com/JoeCarlasare
→ Follow Jeff Ross on X: https://x.com/FormerDrJeff
→ Follow HODL on X: https://x.com/americanhodl8
🔔 Subscribe for weekly Bitcoin Podcasts
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Everyone Waiting For A Bitcoin Dip Is About To Get Left Behind | James Check
Mentor Sessions Episode 100: James Check breaks down Bitcoin market cycles, on-chain data, the bull market transition, and his end-of-year $100K price target for 2026Bitcoin just flipped from bear to bull and …
Shownotes
Mentor Sessions Episode 100: James Check breaks down Bitcoin market cycles, on-chain data, the bull market transition, and his end-of-year $100K price target for 2026
Bitcoin just flipped from bear to bull and the on-chain data proves it: more than half of all invested wealth is now in profit, up from just 8% at the $58K lows. James Check returns to break down exactly what changed and where the cycle goes next.
You'll learn why James called the bottom back in July and what the run from the low $60s to $86K revealed on-chain. You'll see his four-phase market cycle model, how short-term and long-term holder cost basis acts as resistance, and why 90% of ETF buyers were underwater before $8 billion in outflows hit the bottom. You'll also hear his honest end-of-year outlook, his left/mid/right curve scenarios, and why he believes dips will most likely be bought from here.
This is a measured, data-first conversation for anyone navigating the transition out of a bear market without getting chopped up.
⏱️ Timestamps:
0:00 - Intro
0:42 - Confirming the Bull Market
1:24 - On-Chain Data Reveals Human Emotion
1:36 - Price Pain Versus Time Pain Capitulation
2:13 - Macro Trends Begin on One-Second Charts
3:13 - Two Legs Up and Short Squeezes
4:27 - Wealth in Profit Jumps From 8% to 55%
5:27 - Bear Market PTSD and Transition
6:25 - Will Old Buyers Sell at Break-Even?
7:22 - Who Bought Bitcoin at $64K?
8:04 - Four Seasons of Holder Behavior
9:39 - Volume Rising Across Exchanges
10:24 - Anything Missed in the Bear Market?
11:42 - ETFs Bought Tops and Sold Bottoms
13:07 - How 20% of Coins Drive 55% Drawdowns
15:11 - What a True Catastrophic Event Looks Like
15:48 - $100K Resistance and Silent IPO
18:09 - Why the Next All-Time High Feels Special
19:46 - Low-Fee ETF Flows Gaining Traction
21:19 - Why Companies Avoid Bitcoin on Balance Sheets
23:01 - Housing Markets Push Rotation Into Bitcoin
24:00 - Bitcoin Is Not Set and Forget
28:18 - Personal Signals Confirming the Bottom
30:40 - Testing Fear Versus Greed Titles
31:04 - Why Brains Are Wired to Lose Money
32:57 - Is the DCA Strategy Still Active?
33:46 - Maxing Purchases at $60K
40:40 - Bull Market Lines of Defense
44:34 - Tracking the Hot Ball of Money
53:47 - AI CapEx Compared to Bitcoin Mining
59:48 - End-of-Year Price Targets Left Mid Right
1:02:47 - Disbelief Rally Remains Alive and Well
🔗 Links & Resources:
→ James Check's newsletter & Checkonchain charts: https://checkonchain.com
→ James X.com: https://x.com/_Checkmatey_
🔔 Subscribe for weekly Bitcoin Podcasts
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"If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum
Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress.The AI bubble has the life expectancy of a …
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Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress.
The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have.
In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about to break, and why boomer asset liquidation guarantees a repricing no dip-buyer can stop. You'll learn why he calls Jensen Huang's share buybacks a bell-ringing top, why he puts the AI capex build-out on a one-year clock, and why he thinks a rare double bear market in bonds AND equities is teeing up — the setup where 60/40 offers no protection. You'll also hear his contrarian take that AI will make the world worse without destroying civilization, plus his read on Warsh, the Fed, and why gold and Bitcoiners could be the ones left standing.
⏱️ Timestamps:
0:00 - Intro
0:50 - Gold Silver Recent Price Action
1:27 - End of the Long Credit Cycle
1:49 - Central Bankers Driving Rates to Zero
4:50 - Treasury Rates Pulled Toward Six Percent
6:32 - Seven Percent Mortgages Housing Trap
9:46 - Kevin Warsh Rate Hikes and Collapse
11:55 - Economy Needs Real Assets Not Data Centers
12:48 - Jensen Huang Nvidia Buyback Signal
14:17 - AI Threat to Civilization Examined
17:46 - Sneaky Behaviors Observed in AI
20:48 - Bitcoin Proof of Work Constrains AI
25:59 - Nuclear Risks Middle East Conflict
27:47 - Putin Iran Restraint in Geopolitics
40:52 - Israel Palestine Historical Context
45:11 - Iran Nuclear Strike Questions Raised
50:40 - Yen Carry Trade Stability Analysis
59:06 - Boomers Driving Boom and Bust
59:33 - Median Boomer Retirement Savings Shortfall
1:03:19 - Boomer Wealth Transfer Needs Repricing
1:08:08 - Lindsay Clancy Case Maternal Tracking
2:01:32 - System Collapse Worse Than Historical
2:03:16 - AI Bubble in Fifteenth Inning
2:04:31 - Market Regression Eighty Five Percent Drop
2:36:45 - Nasdaq Rollover Sudden Bid Support
2:39:15 - Gamma Squeeze Pushing Markets Higher
2:42:07 - Potential Correction Impact on Saylor
🔗 Links & Resources
→ Dave Collum on X: https://x.com/DavidBCollum
If you want the macro conversations the rest of the space won't touch, this is the show. Subscribe for weekly Bitcoin and macro interviews, and drop your take on Collum's one-year AI clock in the comments.
⚡Previous Episode:
Jack Mallers: https://youtu.be/LpwGHzUTQ7A
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⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
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Somebody Has To Eat The 40 Trillion Dollar Loss | Jack Mallers
Mentor Sessions Ep 098: Jack Mallers explains monetizing chaos, dollar debasement, the ColdCard incident, El Salvador and why Bitcoin is the most American technology.Jack Mallers argues the entire fiat system …
Shownotes
Mentor Sessions Ep 098: Jack Mallers explains monetizing chaos, dollar debasement, the ColdCard incident, El Salvador and why Bitcoin is the most American technology.
Jack Mallers argues the entire fiat system forces everyone into speculation whether they know it or not — and Bitcoin is how you take the other side of the chaos. In a wide-ranging sit-down, the Strike CEO breaks down monetizing chaos, the $40 trillion debt bill nobody wants to foot, and why he's never been more bullish.
You'll hear why Jack calls debt a form of "time travel" that already spent your future, how the dollar's world-reserve status structurally forces deficits, and why a severe debasement against gold and Bitcoin may be the only mathematical exit for the US balance sheet. You'll get his blunt read on the ColdCard incident and why "open source doesn't mean secure" in the age of AI — the most incentivized person to understand that code base was the attacker. You'll also learn why he thinks 2026 was never a real bull run, why prediction markets are just regulatory arbitrage on sports betting, and what El Salvador got right (and wrong) five years in.
⏱️ Timestamps:
0:00 - Intro
0:48 - Why Jack Is Bullish on Bitcoin
1:47 - Monetizing Chaos by Shorting Fiat
2:04 - Debt as Time Travel and Future Bills
4:43 - Why Public Adoption of Bitcoin Lags
5:17 - Strike Growing Despite Bear Market
6:21 - Why 2026 Was Not a Real Bull Run
7:52 - Why Younger Generations Resist Bitcoin
8:44 - Bitcoin as a Massive Wealth Transfer
11:26 - Savings Culture Versus Gambling Culture
13:07 - Gambling Ads, OnlyFans, and Robot Jobs
17:58 - Hunger for Savings Culture Emerging
18:10 - Family, Low Time Preference, and Bitcoin
21:43 - Robinhood, Meme Coins, and Marginal Speculators
24:23 - Prediction Markets as Sports Betting Arbitrage
26:52 - Why Self-Custody Efforts Often Fail
28:27 - El Salvador Bitcoin Adoption Wins and Losses
34:07 - Why Nations Avoid Copying El Salvador
38:06 - Bitcoin as America's Most American Tech
40:17 - Dollar's Structural Deficit Trap Explained
41:12 - China's Gold and Bitcoin Dollar Debasement
45:49 - Why Jack Glad Clarity Act Failed
47:53 - Fix: End World Reserve Currency Status
49:18 - Bitcoin Not Medium of Exchange First
55:20 - AI Threat to Open Source Security
57:33 - Open Source Alone Does Not Secure
1:02:09 - Just Use Bitcoin Core for Security
1:08:37 - Jack on Leaving Twenty One and Authenticity
1:14:47 - What Strike Is Building Now
1:20:04 - Closing Message to Bitcoiners
Guest: Jack Mallers of Strike
🔗 Links & Resources:
- Jack Mallers on X: https://x.com/jackmallers
- Strike: https://strike.me
⚡Previous Episode:
Zack Shapiro: https://youtu.be/iZ7e0hY0WL8
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If this conversation gave you a new way to see the macro picture, join the regulars — subscribe for more long-form Bitcoin interviews and reply with your take on "monetizing chaos." Catch the previous episode with James Lavish and Doomberg linked in the cards.
#JackMallers #Bitcoin #BTCSessions #Strike #BTC #BitcoinMacro #DollarDebasement #MonetizingChaos #SoundMoney #BitcoinBearMarket #WorldReserveCurrency #PredictionMarkets #ElSalvadorBitcoin #Coldcard #OpenSourceSecurity #BitcoinCore #LightningNetwork #SelfCustody #TwentyOne
"Four Horsemen Of The Diesel Apocalypse" Are Coming For Europe | Doomberg & Lavish
Mentor Sessions Ep 097: James Lavish and Doomberg break down the 2026 bond market crisis, Europe's diesel shortage, private credit risk, and Bitcoin as a macro asset.Bond yields near 20-year highs, Europe …
Shownotes
Mentor Sessions Ep 097: James Lavish and Doomberg break down the 2026 bond market crisis, Europe's diesel shortage, private credit risk, and Bitcoin as a macro asset.
Bond yields near 20-year highs, Europe staring down a diesel shortage, and private credit quietly marking its own books — the plumbing of the global financial system is under real strain, and this conversation maps exactly where the pressure is building.
James Lavish and Doomberg join BTC Sessions to connect the dots between the bond market, energy, geopolitics, and Bitcoin. You'll learn why the 10-year yield sitting at ~5% signals a structural regime change rather than a passing inflation scare, how private equity and insurance companies are stuffed with self-marked paper that echoes 2007-2008, and why Doomberg calls Europe's diesel situation the "Four Horsemen of the Diesel Apocalypse." You'll see the case that energy — not currency — is the base layer of every market, why nations are now selling Treasuries to buy fuel, and where Bitcoin fits as the "hot ball of money" hunting for the next asymmetric bet. Both guests also share the disciplined, rules-based approach they use to allocate across gold, cash, and Bitcoin without trying to time the market.
⏱️ Timestamps:
0:00 - Intro
0:43 - Bond yields near 20-year highs and global yield melt-up
0:57 - Why the 10-year at 5% is a new regime, not a blip
3:28 - The death of the 60/40 portfolio
5:38 - Doomberg on Grant Williams, Luke Gromen and fiscal dominance
9:03 - Hyperscaler debt crowding out long-dated paper
10:16 - Echoes of 2007-2008 in private equity and insurance
12:19 - The Treasury default nobody will call a default
16:38 - How private credit marks its own book
20:16 - Every market has its own purpose and structure
25:26 - Trezor Safe 7 self-custody segment
29:55 - Money is a promissory note on energy
30:16 - Private credit, contagion and the mark-to-market catalyst
33:16 - Could real estate seize up the credit chain?
37:01 - Diesel, WTI and the Four Horsemen of the Diesel Apocalypse
42:43 - Why Europe is uniquely exposed
44:08 - Germany's nuclear mistake and the EU's fragility
47:47 - Why Germany may leave the EU
49:04 - Ukraine, Russia and the energy war
51:38 - Why bonds aren't seeing a flight to safety
53:23 - Bitcoin as the asset chucked overboard, now bid
57:03 - Doomberg's rules-based gold, cash and Bitcoin allocation
59:40 - Canada, Greenland, Carney and Trump theater
1:05:44 - Where to follow James Lavish
🔗 Links & Resources:
• James Lavish on X: https://x.com/jameslavish
• The Informationist newsletter:https://www.jameslavish.com/
• Doomberg on Substack: https://newsletter.doomberg.com/
⚡Previous Episode:
Zack Shapiro: https://youtu.be/iZ7e0hY0WL8
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
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#Bitcoin #BTC #BTCSessions #JamesLavish #Doomberg #BondMarket #FiscalDominance #EnergyCrisis #PrivateCredit #DieselShortage #SoundMoney #InterestRates #Treasuries #MoneyPrinting #Europe
Big Tech Gets AI. BlackRock Gets Bitcoin. You Get Prosecuted | Zack Shapiro
Mentor Sessions Ep 096: Zack Shapiro explains AI existential risk, AI regulation, the Clarity Act, Samurai Wallet, and open source AI policy for Bitcoin.The Clarity Act just failed on the Senate floor, and the …
Shownotes
Mentor Sessions Ep 096: Zack Shapiro explains AI existential risk, AI regulation, the Clarity Act, Samurai Wallet, and open source AI policy for Bitcoin.
The Clarity Act just failed on the Senate floor, and the fight over whether writing Bitcoin code can be treated as a crime is now heading to 70-year-old federal judges. Zack Shapiro breaks down what that means for self-custody, open source software, and the Samurai Wallet developers still behind bars.
In this conversation you'll learn why Zack separates AI existential risk (recursive self-improvement, the orthogonality thesis, instrumental convergence) from the ordinary risks of AI — job displacement, regulatory capture by frontier labs, and cyber attacks like the Cold Card hack. You'll see why he thinks open source AI is not the existential threat, why the Blockchain Regulatory Certainty Act (BRCA) matters more than most Bitcoiners realize, and how the 'two clocks' of AI capability vs enterprise adoption will define the next decade. You'll also get the legal reality behind white hat recovery of hacked Bitcoin, why the liquid hacker is in a bad spot, and what happened when the Clarity Act died on the vine.
⏱️ Timestamps:
0:00 - Intro
0:51 - Amodei, Musk and Altman urge AI slowdown
1:38 - Ordinary risks versus existential AI threats
2:26 - Politics warping the AI safety debate
3:20 - Bostrom, AGI and intelligence explosion risks
5:01 - Orthogonality thesis and instrumental convergence
5:59 - Hugging Face attack shows AI covering tracks
6:58 - No easy policy fixes for AI risks
8:08 - Can't stop AI progress or open source China
9:32 - Separating x-risk concerns from anti-AI populism
12:22 - Regulatory capture and Anthropic IPO timing
14:21 - Keeping open source AI legal and available
16:39 - Trezor self-custody sponsor read
17:43 - One shot parallel between Bitcoin and AI
19:37 - Where real AI productivity gains appear
20:47 - Two Clocks: capability versus enterprise adoption
24:22 - Is AI coming for your job?
25:28 - Electrification analogy and 30-year lag
28:34 - Jevons Paradox and future of work
30:42 - White hat recovery of Cold Card hacked funds
34:02 - Legal precedent for white hat bounties
36:56 - Why the Liquid hacker faces trouble
38:55 - What's actually in the Clarity Act
43:46 - Money transmitter law and the Samurai case
45:20 - Tornado Cash, FinCEN and frying pan argument
47:31 - Why this could ban using Bitcoin
49:33 - BRCA criminal protections and court battles
53:42 - Clarity Act fails to pass what happened
55:24 - Senator Lummis stood on principle
56:50 - Where to follow Zack Shapiro
Guest: Zack Shapiro — lawyer and AI-native law firm builder covering crypto policy, AI regulation, and Bitcoin legal defense.
🔗 Links & Resources:
- Zack Shapiro on X: https://x.com/zackbshapiro
⚡Previous Episode:
Bob Burnett and Nacho Pauls of Ocean: https://youtu.be/1-lvwj4DcJs
Brent Johnson: https://youtu.be/UoIwpsOB9O0
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
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#Bitcoin #BTC #BTCSessions #ZackShapiro #ClarityAct #BRCA #SelfCustody #SamuraiWallet #ColdCardHack #AIRegulation #AISafety #OpenSourceAI #Superintelligence #BitcoinPolicy #BlackRock
They Bet Everything On An Existential Crisis | Bob Burnett & Nacho Pauls
Mentor Sessions Ep 095: Bob Burnett and Nacho Pauls of Ocean discuss Bitcoin mining decentralization, the BIP-110 chain split, hash rate flight, and Bitcoin Knots.Bitcoin's first real hard fork just tested …
Shownotes
Mentor Sessions Ep 095: Bob Burnett and Nacho Pauls of Ocean discuss Bitcoin mining decentralization, the BIP-110 chain split, hash rate flight, and Bitcoin Knots.
Bitcoin's first real hard fork just tested mining decentralization for real — and Ocean's hash rate dropped from roughly 40 exahash to 23 before clawing back. Bob Burnett (Barefoot Mining, Ocean chairman) and Nacho Pauls break down what actually happened when the chain split, why rented hash fled while owned hash stayed, and what the loss of Bitcoin Knots means for client diversity going forward.
You'll learn why the "template centralization" problem is still the core issue even after BIP-110 was resolved, how a non-KYC pool kept paying miners through the chaos, and why Bob argues Bitcoin needs 3 to 5 competing clients — drawing a direct parallel to how the PC industry standardized USB, PCI, and Bluetooth. You'll also get the honest story behind Ocean's high-profile team departures, who's stepping into the CTO and chairman roles, and why Bob calls the whole episode a "distraction" the community ultimately settled the right way.
Whether you run a node, stack sats, or care about who really controls Bitcoin's hash, this is a candid, insider conversation about mining, consensus, and what comes next.
⏱️ Timestamps:
0:00 - Intro
0:41 - Hard Fork Fallout and What Happened
1:12 - Have Bob's Decentralization Views Shifted?
1:54 - Datum Templates and Decentralization Fix
3:25 - Ocean Hash Rate Drops From 40 to 23 EH
3:43 - Overcoming Defeatism Among Motivated Miners
4:11 - Nacho Explains Why Miners Left Then Returned
4:57 - Only Pool That Let Miners Choose
6:37 - Owned Hash Rate Versus Rented Hash
8:34 - True Cost of 15 EH Rented Hash
9:38 - Non-KYC Mining and Unknown Customers
10:50 - Why Large Miners Avoid Switching to Ocean
13:20 - Ocean's Jump to 30 EH and Path to 100
17:23 - Sponsor Break
18:50 - Team Drama and Key Departures
20:17 - Amicable Split With Departing Founders
22:01 - Jason Hughes Becomes CTO and Board Changes
23:28 - BIP-110 Debate and Your Hash Your Choice
33:15 - Bob's Personal Take on Departures
34:13 - Mistake of Treating BIP-110 as Crisis
38:39 - Community Consensus and Bitcoin's Strength
43:57 - Losing Bitcoin Knots Client Option
45:53 - Short Medium and Long Term Client Strategy
46:48 - Plea to Core on Extended Version Support
47:27 - Why Bitcoin Needs Three to Five Clients
48:32 - PC Industry Lessons on USB and PCI Standards
51:16 - Where to Follow Nacho and Bob
Guests mentioned: Bob Burnett (Barefoot Mining, Ocean), Nacho Pauls (Ocean), plus discussion of Luke DeWolf, Jason Hughes, and the Bitcoin Boomers.
🔗 Links & Resources:
• Ocean: https://ocean.xyz
• Bob Burnett on X: https://x.com/Boomer_BTC
• Nacho Pauls on X: https://x.com/NachoPauls
• BTC Sessions: https://btcsessions.ca
⚡Previous Episode:
Brent Johnson: https://youtu.be/UoIwpsOB9O0
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
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#Bitcoin #BTC #BTCSessions #BitcoinMining #MiningDecentralization #BIP110 #BitcoinKnots #OceanPool #HashRate #BobBurnett #NachoPauls #HardFork #BarefootMining #ProofOfWork #SelfCustody
They’re Not Saving the Republic, They’re Building Fortress North America | Brent Johnson
Mentor Sessions Ep 094: Brent Johnson explains the 2026 dollar outlook, the collapse of the rules-based order, Bessent's Treasury moves, and how AI and stablecoins entrench the US dollar.The rules-based order …
Shownotes
Mentor Sessions Ep 094: Brent Johnson explains the 2026 dollar outlook, the collapse of the rules-based order, Bessent's Treasury moves, and how AI and stablecoins entrench the US dollar.
The rules-based order that kept markets stable for 80 years is dying - and Brent Johnson explains what replaces it, why the US dollar gets STRONGER not weaker, and how AI and stablecoins entrench American power for decades.
Brent Johnson (Santiago Capital, Dollar Milkshake Theory) sits down for a wide-ranging conversation on the biggest structural shift in markets since World War Two. You'll learn why he thinks the American Republic could give way to an American empire, why Scott Bessent's Treasury buybacks matter more than the headlines suggest, and how passive management can turn a bond wobble into a full crisis. You'll see why he's concentrated in North America and the Western Hemisphere, why he calls the US-China relationship a "divorce," and why he refuses to bet against the US Treasury even as others call for the dollar's death. He also breaks down why AI is now a matter of national security, why stablecoins are structurally bullish for the dollar, and where Bitcoin fits in the emerging digital-asset order.
⏱️ Timestamps:
0:00 - Intro
1:17 - Iran War and Dollar System Resilience
4:10 - Iran Conflict Pressure on Treasury Yields
5:41 - Rising Yields Create Global Collateral Strain
8:25 - Bessent Long-End Buybacks Explained
10:20 - Mike Green on Passive Bond Risks
11:48 - Rules-Based Order Has Ended
13:39 - Shift to America First Proactive Policy
17:31 - Signs the Rules-Based Order Is Dying
18:27 - Vance and Rubio Munich Security Speeches
21:41 - China Also Wants Strategic Divorce
23:26 - Multipolar World or US Remains Dominant
24:44 - American Republic Falls Into Empire
27:00 - Republic Versus Empire and Authoritarianism
31:07 - Positioning Portfolios Amid Geopolitical Chaos
33:28 - Building Fortress North America Strategy
35:19 - Canada US Relationship Realities
39:41 - Energy Trade War Leverage Analysis
44:16 - Bessent Druckenmiller Soros Trading Lineage
48:51 - Market Outlook Violently Sideways Year End
53:01 - AI Now National Security Priority
57:02 - AI Short Term Employment Risks
58:06 - Stablecoins Strengthen US Dollar Position
59:31 - Bitcoin Role Alongside Stablecoins
1:01:57 - Global Institutions Must Adapt Next
Brent Johnson's written research and weekly show "Milkshakes, Markets and Madness" are at Santiago Capital - links below.
🔗 Links & Resources:
• Santiago Capital research: https://research.santiagocapital.com/
• Brent Johnson on X: https://x.com/SantiagoAuFund
⚡Previous Episode:
Luke Gromen & Lyn Alden: https://youtu.be/xoAuuJyBg6E
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
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#AmericanEmpire #FortressNorthAmerica #FortressAmerica #RulesBasedOrder #BrentJohnson #DollarMilkshake #SantiagoCapital #USDollar #USD #ReserveCurrency #TreasuryMarket #Gold #Bitcoin #DigitalAssets #Stablecoins #Geopolitics #Hegemony #China #MacroEconomics #CapitalFlows #Multipolar #ScottBessent #AINationalSecurity #BTCSessions
"We're Past The Point Of No Return" | Luke Gromen and Lyn Alden
Mentor Sessions 093: Luke Gromen and Lyn Alden explain the 2026 global bond market crisis, private credit risk, yield curve control, and Bitcoin and gold as safe havens.The global bond market is bleeding out in …
Shownotes
Mentor Sessions 093: Luke Gromen and Lyn Alden explain the 2026 global bond market crisis, private credit risk, yield curve control, and Bitcoin and gold as safe havens.
The global bond market is bleeding out in slow motion, and the real danger is buried in private credit that insurance companies can't sell without going insolvent. Luke Gromen and Lyn Alden break down why the long end of the Treasury market is grinding higher, why Scott Bessent intervened before any visible crisis, and what happens when trillion-dollar balance sheets finally hit the sell button.
You'll learn why China is the one nation conspicuously absent from the sovereign debt rout, how AI-driven deflation is reshaping Chinese manufacturing, and why Gromen argues the U.S. now faces a "Weimar gold reparations" problem with true interest expense at 105% of receipts. You'll see why both guests believe rate hikes are no longer even a usable tool under fiscal dominance, how a Blackrock "one phone call" scenario could freeze $5 trillion in a crisis, and where Bitcoin and gold fit as bearer assets when markets get locked down. Alden makes the case for holding scarce assets and extra cash through the air pockets; Gromen explains why he trimmed Bitcoin and exactly when he'd aggressively buy it back.
⏱️ Timestamps:
0:00 - Intro
1:12 - Treasury Event or Broader Sovereign Debt Crisis
1:34 - Why China Avoids the Global Bond Rout
2:00 - Hyperscalers Emerge as New Bond Vigilantes
3:41 - Path Leading to Yield Curve Control
4:15 - Why Chinese 10-Year Yields Hit Global Lows
6:00 - AI Driving Deflation in Chinese Manufacturing
10:17 - Orderly Bond Market Grind vs Sensationalized Crash
13:43 - The Dog That Didn't Bark in Bessent's Move
14:38 - Silent Crisis Brewing in Private Credit
15:38 - Insurance Insolvency Risk Triggers Treasury Sales
19:01 - Liquidity Versus Solvency in Private Funds
27:44 - Will Warsh Raise Rates This Cycle
29:43 - True Interest Expense Hits 105% of Receipts
33:43 - Rate Hikes Fail Against Fiscal Dominance
35:50 - Crack Spreads, Diesel and Physical Bottlenecks
37:37 - Wall Street Awakening to Fiscal Dominance
40:12 - BlackRock's $5 Trillion Lockdown Scenario
41:00 - Past the Point of No Return for Markets
45:47 - Non-Linear Reset Versus Slow Economic Spiral
50:19 - Physical Constraints in Beef and Refineries
54:05 - Gormen Adds Back Bitcoin After Selling
57:07 - Lyn Alden on Bitcoin and Gold Outlook
🔗 Links & Resources:
Lyn Alden: https://www.lynalden.com/
Luke Gromen: https://fftt-llc.com/
⚡Previous Episodes:
Michael Sullivan: https://youtu.be/wp5IYzcThUo
Tom Luongo: https://youtu.be/zkvdfR7LTuU
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
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This Bitcoin Rally Feels Fake (The Data Says Otherwise) | Michael Sullivan
Mentor Sessions 092: Michael Sullivan explains Bitcoin sentiment analysis, emotional cohort signals, OG optimism, narrative shifts, and why the data may point to a bottom.Bitcoin sentiment just did something it …
Shownotes
Mentor Sessions 092: Michael Sullivan explains Bitcoin sentiment analysis, emotional cohort signals, OG optimism, narrative shifts, and why the data may point to a bottom.
Bitcoin sentiment just did something it rarely does after a 22% rip: it stayed calm. No euphoria, no desire spike, no retail flooding back — and that gap between the price move and the emotional data is where the real signal lives.
Michael Sullivan — an engineer and fiction writer turned Bitcoin sentiment analyst — breaks down how he tracks 14 distinct emotions across cohorts of Bitcoiners, from OGs and technologists to MSTR treasury speculators. You'll learn why he cohorts the crowd instead of scraping social media, why the Fear & Greed Index misses all the nuance, and why he reads OG optimism as one of the most reliable early signals that positive things are on the horizon. You'll see why 'desire' language sits inversely correlated with price, why the near-total absence of a new narrative can be wildly bullish near a bottom, and how the BIP-110 debate produced algorithmic engagement patterns that looked artificially farmed. He also lays out the AI-bubble-to-Bitcoin thesis and why he's personally bearish by instinct but bullish on the data.
⏱️ Timestamps:
0:00 - Intro
0:38 - Why this rally feels like disbelief
1:09 - Massive sentiment phase shift after crash
2:01 - Rally lacks expected euphoria levels
3:05 - Tracking caring language in ColdCard event
3:58 - Technologists impressed most during crisis
5:12 - Studying Saylor's four Bitcoin cohorts
6:33 - MSTR shareholders as conviction outlier
7:18 - OG optimism as reliable bullish signal
7:59 - Are OGs turning optimistic now
9:56 - Emotions linked to time and excitement
11:40 - Downturn negative language uniquely severe
12:40 - Desire language at market tops and bottoms
16:52 - How language analysis became his focus
19:11 - BIP-110 debate through psychology lens
21:09 - Algorithmic engagement that felt farmed
26:55 - AI bots distorting sentiment data
29:47 - Spotting leaders and narrative first movers
32:56 - Narratives shaping markets and price
34:37 - Absence of narrative as bullish signal
36:42 - Does price or emotion move first
40:03 - AI deflation versus Bitcoin scarcity thesis
40:30 - Euphoria missing at prior all-time high
45:17 - Bitcoiners versus treasury company speculators
50:07 - Conviction language versus hedging explained
54:03 - Denoising sarcasm with cohort analysis
59:31 - Signals needed to confirm bearish view
1:00:06 - Data pointing bullish over coming months
1:02:10 - Where to follow Michael's latest work
Michael writes deep analysis on Bitcoin sentiment and shares it on X and Substack — links below.
🔗 Links & Resources:
https://x.com/SullyMichaelvan
⚡Previous Episode - Tom Luongo: https://youtu.be/zkvdfR7LTuU
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
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#Bitcoin #BitcoinSentiment #BTCSessions #BTC #MarketPsychology #MichaelSullivan #DisbeliefRally #BitcoinRally #BitcoinBottom #BitcoinCohorts #BitcoinOG #CryptoPsychology #FearAndGreed #NarrativeShifts #OnChainAnalysis #BitcoinAnalysis #CryptoSentiment #BitcoinTwitter #SelfCustody #BitcoinTreasury #MSTR #StackSats #BIP110 #BitcoinInterview
Bessent’s Moves Never Made Sense - Until Now | Tom Luongo
Mentor Sessions Ep. 091: Tom Luongo explains the 2026 currency war, Scott Bessent's yen bomb, oil collateral, European bond squeeze, and the US Treasury buyback plan.The previously most powerful people in the …
Shownotes
Mentor Sessions Ep. 091: Tom Luongo explains the 2026 currency war, Scott Bessent's yen bomb, oil collateral, European bond squeeze, and the US Treasury buyback plan.
The previously most powerful people in the world are now price takers, not price makers — and Tom Luongo walks through exactly how Scott Bessent flipped that switch. Global markets just witnessed a structural break in the European bond trade, and almost nobody saw the mechanism behind it.
In this conversation, Tom Luongo and Nathan break down the currency war unfolding across the FX and bond markets: how Bessent 'bombed the yen' by selling euros instead of dollars, why the euro-yen cross froze the moment Operation Epic Fury began, and how Iranian oil loadings were being used as collateral to fuel the short-yen, short-Treasury trade. You'll learn why the US Treasury buyback expansion is a signal and not QE, how the German Bund fits into Europe's alleged default-and-consolidate endgame, and what John Ratcliffe's open trip to Moscow may be telegraphing. You'll also hear Luongo's falsifiable macro thesis — where the 30-year yield goes next, and what it means for gold, silver and Bitcoin.
⏱️ Timestamps:
0:00 - Intro
0:44 - Bessent's Moves on Yen and Euro
1:27 - Shifting From Kinetic to Economic Siege
3:06 - The Yen Carry Trade That Shouldn't Exist
4:42 - Bessent Blew It Up Selling Euros
8:26 - Euro-Yen Cross Freezes After Iran Strikes
8:49 - Iranian Oil Used as Trade Collateral
11:17 - Traders Trapped After Buying Oil Breakout
12:59 - How Bessent Scans 270 Markets for Signals
18:05 - Treasury Buyback Expansion Details
22:04 - Defending the 5.25 Percent Yield Level
23:31 - Buyback Limit Is Just a Market Signal
27:15 - Europe's Default and ECB Consolidation Plan
28:45 - Financial Warfare and Carney's Trade War
29:40 - Abundant Mines Sponsor
33:20 - Banks Trading With Iran Cut From Dollars
38:01 - US Taxpayers Funding Global Financial Chaos
41:24 - Is the Budget Deficit Really Shrinking
45:17 - China Iran Canada Oil and Banking Links
47:46 - Why Ratcliffe Is Meeting Russia in Moscow
50:54 - BRICS as Hedge Not Dollar Replacement
53:33 - Gold Silver Bitcoin Surge Explained
55:20 - Pushing the Long End of Yields Lower
59:00 - Key Markets to Watch Through Election
1:00:14 - Reading the Charts That Actually Matter
1:01:16 - Luongo's Falsifiable Macro Thesis
1:02:38 - Where to Follow Tom Luongo
Tom Luongo publishes his macro analysis and the Gold, Goats 'n Guns newsletter — links below.
⚡Previous Episode - Jeff Booth & Scott Melker: https://youtu.be/J7ze_lMKbZM
🔗 Links & Resources:
• Tom Luongo on X: https://x.com/TFL1728
• Gold Goats 'n Guns blog: https://tomluongo.me
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #ScottBessent #TomLuongo #Gold #Iran #MarkCarney #BondMarket #USTreasury #YenCarryTrade #CurrencyWar #FinancialWarfare #GlobalMacro #DollarSystem #Geopolitics #BTCSessions #OilCollateral #EuroDefault #GermanBund #KevinWarsh #Silver
They Always Planned to Centralize Bitcoin | Jeff Booth & Scott Melker
Mentor Sessions Ep. 090: Jeff Booth and Scott Melker discuss Bitcoin adoption, ETF co-opting, the AI bubble, self-custody risk after the ColdCard hack, and the debt reset.Wall Street, the ETFs, and the treasury …
Shownotes
Mentor Sessions Ep. 090: Jeff Booth and Scott Melker discuss Bitcoin adoption, ETF co-opting, the AI bubble, self-custody risk after the ColdCard hack, and the debt reset.
Wall Street, the ETFs, and the treasury companies are making every attempt to co-opt Bitcoin — and Jeff Booth and Scott Melker explain why that capture attempt may be exactly what Bitcoin needs to survive. The $350 trillion global debt pile is already insolvent, the AI bubble is still inflating, and self-custody just took a brutal reality check after the ColdCard fallout.
In this conversation you'll learn why Booth believes the existing system and Bitcoin cannot coexist over the long run, why he feels "incredible" even as price bleeds, and how the messy financialization of Bitcoin through institutions still funnels people toward spot self-custody. You'll hear Melker's honest read on adoption — that when arguments come down to "rolling dice for entropy," we are nowhere near mainstream — and Booth's thesis on why AI CapEx can never be paid back when the marginal cost of a line of code is zero. You'll also get a candid post-mortem on hardware wallet security, why "don't trust, verify" broke down for thousands of users, and what a new generation of self-custody solutions might look like.
⏱️ Timestamps:
0:00 - Intro
0:54 - Scott on adoption and why Bitcoin is strongest yet
3:08 - Did Covid pull forward Bitcoin demand like credit?
5:20 - Jeff Booth's first-principles case: $350T of insolvent debt
7:33 - Why Bitcoin and the centralizing system can't coexist
8:33 - If they can't kill it, they have to co-opt it
9:04 - Where each of us chooses to put our energy
11:44 - Does financialization actually risk decentralization?
12:11 - Scott's 2026 tweet on Bitcoin being co-opted
15:22 - Sticky narratives and gaining exposure to Bitcoin
15:49 - Scott's personal path from altcoins to Bitcoin
17:39 - Jeff on watching thousands make the same transition
18:14 - The rational actor trapped inside the system
22:32 - The abundance of deflation and killing the price story
26:07 - Ad: Abundant Mines
27:03 - What Wall Street friends really think of Bitcoin
28:09 - The ColdCard hack hits the Bloomberg terminal
30:09 - Will people flee to qualified custodians and ETFs?
31:11 - How far along the self-custody journey are we really?
33:05 - Rolling dice for entropy and the honesty test
35:47 - Self-custody as an active, ongoing responsibility
39:10 - How would you tell a beginner to custody Bitcoin in 2026?
40:42 - The brutal and beautiful side of the Bitcoin community
45:35 - Testing your recovery: move it, back it up, verify
47:13 - New private federation and settlement security models
48:41 - Scott's view of the AI markets and the coming bubble pop
51:26 - Jeff on marginal cost of code, why everything goes to free
55:14 - Orange juice, private equity, and moving businesses into Bitcoin
57:22 - Where to follow Scott and Jeff
🔗 Links & Resources:
• Follow Scott Melker on X: https://x.com/scottmelker
• Follow Jeff Booth: https://jeffbooth.com
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #JeffBooth #ScottMelker #BitcoinSelfCustody #ColdCardHack #AIBubble #DebtCrisis #BitcoinETF #SoundMoney #FinalReset #BitcoinAdoption #Deflation #HardwareWallet #BitcoinInterview #BitcoinOnly #SelfCustody #BitcoinPrivacy #FreeMarket #BitcoinNodes #MacroBitcoin #BitcoinCooption #DecentralizedMoney #WoldOfAllStreets
Coldcard Aftermath: What's Next for Bitcoin Security | Jade, Passport, Trezor, SeedSigner
Mentor Sessions Ep. 089: Bitcoin hardware wallet makers Zach Herbert, Tomas Susanka and Drew Fischer discuss the Coldcard hack, multi-sig, entropy and self-custody security.The Coldcard hack was the single …
Shownotes
Mentor Sessions Ep. 089: Bitcoin hardware wallet makers Zach Herbert, Tomas Susanka and Drew Fischer discuss the Coldcard hack, multi-sig, entropy and self-custody security.
The Coldcard hack was the single biggest blow to Bitcoin self-custody yet — so four rival hardware wallet makers sat down together to figure out what it means for everyone holding their own keys. This is the conversation the industry needed.
Zach Herbert (Foundation Passport), Tomas Susanka (Trezor), Drew Fischer (Blockstream Jade) and Seed from the SeedSigner team break down the fallout: what the vulnerability actually exposed, why open source alone wasn't the safety net people assumed, and the entropy/dice-roll debate that split the panel. You'll learn why multi-vendor multi-sig is emerging as the strongest defense, how entropy is really generated on these devices, and the honest trade-offs between usability and security. You'll also hear the fresh news on the Trezor fulfillment-partner data leak (disclosed August 10, 2026) and what to do if you're worried about shipping and privacy.
This is a rare, candid roundtable where competitors disagree openly — and that dialog is exactly what makes it worth your time.
⏱️ Timestamps:
0:00 - Intro
0:56 - Four wallet makers respond to Coldcard hack
1:58 - Ben's question on self-custody downstream effects
3:02 - Zach on short-term setback and great hardening
6:19 - Tomas on AI helping attackers and defenders
8:44 - Drew on custodians, ETFs and verify don't trust
10:30 - SeedSigner on entropy sources and multi-sig
13:11 - Usability versus security trade-off debate
17:20 - Should self-custody be made harder not easier
18:56 - Dice rolls versus RNG entropy disagreement
22:16 - Zach on how many people actually self-custody
26:14 - Priorities when choosing a hardware wallet
29:01 - Security as a journey not a destination
33:03 - Sponsor: Abundant Mines
36:00 - Why multi-vendor multi-sig should be the goal
41:25 - Source available versus fully open source explained
47:34 - Open source as required but not sufficient
51:11 - How to know if a wallet is actually safe
56:57 - Trezor fulfillment data leak disclosed August 10
1:03:49 - Private device purchases and local meetups
1:06:01 - Where to find each project online
🔗 Links & Resources:
→ SeedSigner: https://seedsigner.com
→ Foundation Passport: https://foundation.xyz/
→ Trezor: https://trezor.io
→ Blockstream Jade: https://blockstream.com/jade
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #BitcoinSelfCustody #ColdCard #ColdcardHack #BitcoinHack #HardwareWallet #MultiSig #SeedSigner #Trezor #Passport #BlockstreamJade #BitcoinSecurity #NotYourKeys #ZachHerbert #TomasSusanka
What Bitcoin Treasury Execs Won't Tell You (But I Will) | Parker Lewis
Mentor Sessions Ep. 088: Parker Lewis explains the hidden risks of Bitcoin treasury companies, perpetual preferred equity, market premiums, and Bitcoin as money.Bitcoin treasury companies were sold as a smarter …
Shownotes
Mentor Sessions Ep. 088: Parker Lewis explains the hidden risks of Bitcoin treasury companies, perpetual preferred equity, market premiums, and Bitcoin as money.
Bitcoin treasury companies were sold as a smarter way to own Bitcoin. Parker Lewis argues the premiums are a mispricing of risk that will flip to a discount.
In this deep dive, Parker Lewis (author of Gradually, Then Suddenly) breaks down why any treasury company trading at a premium to the Bitcoin it holds is mispricing risk, why perpetual preferred equity is effectively lending fiat forever with no credit protections, and why the whole structure resembles a game of musical chairs. You'll learn how the double-tax corporate structure quietly erodes shareholder value, why $65,000 could buy you a full Bitcoin or only half a share's worth at peak premium, and how the market gets better at pricing this risk over time. You'll also hear why calling Bitcoin "not money" is the deeper problem beneath the marketing — and what that means for long-term holders of Strategy, Strive, and similar products.
⏱️ Timestamps:
0:00 - Intro
1:07 - Parker Lewis on Bitcoin Treasury Risks
1:42 - Self-Custody vs Treasury Company Tradeoffs
4:01 - Premiums Represent Mispriced Risk in Treasuries
5:18 - Why Strive Trades at Larger Premium Than Strategy
6:58 - Premiums Will Flip to Discounts Over Time
7:15 - Problems With Perpetual Preferred Equity Structures
9:13 - You Never Lose Principal in Preferred Equity
10:29 - Unpacking the Backed by Bitcoin Claim
12:26 - Tail Risk and Musical Chairs in Preferreds
14:01 - Products Remain Tied to Bitcoin Volatility
18:46 - Perpetual Preferred Means Lending Forever in Fiat
20:41 - Stretch and Strive Trading Below Par Value
23:09 - Strategy Volatility and Investors Touching Hot Stove
33:30 - Abundant Mines Hosting Sponsor
34:25 - Management Risk and Key Man Concerns
36:52 - Double Tax Structure in Corporate Bitcoin Holdings
41:13 - Treasury Companies vs Bitcoin ETF Differences
46:50 - Bitcoin Market Dwarfs Any Single Stock
48:07 - Greater Fool Theory and GBTC Parallel
1:00:01 - Holding Treasury Stocks at a Discount
1:00:43 - Incentives Behind Treasury Company Messaging
1:12:33 - Bitcoin Is Not Money Framing Problem
1:15:41 - Where to Follow Parker Lewis
Parker Lewis references his book Gradually, Then Suddenly (free online at the Nakamoto Institute), Saifedean Ammous's The Bitcoin Standard, and his work at Zaprite.
🔗 Links & Resources:
→ Follow Parker Lewis on X: https://x.com/parkeralewis
→ Gradually, Then Suddenly: https://graduallythensuddenly.xyz/
→ Zaprite (Bitcoin payments): https://zaprite.com
→ Nakamoto Institute (free Bitcoin literature): https://nakamotoinstitute.org
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #ParkerLewis #BitcoinTreasury #MicroStrategy #Strive #PreferredEquity #SelfCustody #BitcoinAsMoney #SoundMoney #GraduallyThenSuddenly #MarketPremium #BitcoinInvesting #Strategy
The Bitcoin Attacks are NOT About Money | Simon Dixon
Mentor Sessions Ep. 087: Simon Dixon breaks down the Coldcard hack, BIP-110 chain split fallout, node vs miner power, and Bitcoin self-custody security in 2026.PART 1: Simon Dixon & Doomberg …
Shownotes
Mentor Sessions Ep. 087: Simon Dixon breaks down the Coldcard hack, BIP-110 chain split fallout, node vs miner power, and Bitcoin self-custody security in 2026.
PART 1: Simon Dixon & Doomberg - https://youtu.be/Q0P0X7j_kcA
Over $100 million in Bitcoin vanished in the Coldcard entropy bug — and days later a chain split ended with the nodes defeated and Bitcoin more centralized than before. Simon Dixon joins Nathan to trace what really happened.
This is the deep-dive follow-up to the Doomberg conversation. You'll learn why Simon now treats every incident as an attack "guilty until proven innocent," how the BIP-110 resistance became the most successful node mobilization since the block size war yet still failed to move the mining pools, and why he refuses to die on a hill that ends in an altcoin. You'll see how the Coldcard low-entropy vulnerability, Zeus, Boltz and BTCPay attacks fit one pattern, and hear a clear framework for rebuilding your self-custody with dice-rolled entropy, multisig, and active participation. Simon and Nathan also unpack developer centralization, the loss of Knots as a competing implementation, and why sovereignty is proof of work you can't outsource.
⏱️ Timestamps:
0:00 - Intro
0:24 - Resuming After Doomberg Discussion
0:55 - Infrastructure Attacks on Coldcard and Others
1:32 - BIP-110 and Resulting Chain Split
1:50 - UASF and Block Size War History
2:50 - Tether Fees and Scaling Debates
4:02 - Barry Silbert and SegWit2x Deal
4:51 - Nodes Defeating Miners in Past Wars
6:02 - Role Reversal With Core Changes
7:35 - Running Knots to Support Resistance
8:20 - Developer Centralization Concerns Rise
10:14 - BIP-110 Failure and Altcoin Stance
11:39 - Knots Node Adoption Surge to 20%
12:08 - Infiltration Risks and Verification
12:54 - Can Node Minority Influence Miners
14:19 - Consensus Changes Remain Extremely Difficult
17:16 - More Centralized Yet Wiser After Events
18:13 - Social Fallout Losing Ocean and Knots
22:15 - Check Ego and Welcome Others Back
25:21 - Stay Suspicious While Shaking Hands
27:34 - Abundant Mines Mining Hosting
28:29 - Coldcard Low Entropy Bug Details
30:16 - Hack Impact on Bitcoin Purists
31:36 - Difficulty Spending Stolen Bitcoin
32:37 - Fed Recruitment via Stolen Coins
33:23 - Learn Entropy and Generate Secure Keys
36:03 - Assume Attack and Identify Beneficiaries
37:44 - Self Custody Sovereignty Comes at Cost
39:55 - Bitcoin Requires Active Participation
43:37 - Coordinated Message in All Attacks
45:14 - Final Advice Skepticism and Focus
🔗 Links & Resources
→ Simon Dixon on X: https://x.com/SimonDixonTwitt
This is part one — subscribe so you don't miss part two where we go deep on the Bitcoin infrastructure attacks.
🔔 Subscribe for weekly Bitcoin Podcasts
🐦 Follow on X: https://x.com/BTCSessions
🐦 Follow on X: https://x.com/theBTCmentor
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #SimonDixon #BIP110 #ColdCard #SelfCustody #BitcoinKnots #NodeRunning #LightningNetwork #BitcoinSovereignty #BlockSizeWar #HardwareWallet #DontTrustVerify #BitcoinHack #BitcoinFork #HardFork
Globalism Has Already Lost (But No One Sees It) | Dixon & Doomberg
Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy.The forever war is quietly reaching …
Shownotes
Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy.
The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows.
In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two.
⏱️ Timestamps:
0:00 - Intro
1:36 - Doomberg and Simon Dixon on Global Shifts
2:07 - Shipping Choke Points Unwind Globalism
5:10 - Western Media Propaganda Exposed
8:14 - How Media Gets Captured by Power
12:13 - Real Purpose of Ukraine and Middle East Wars
22:38 - Biggest Empire Change in Our Lifetime
25:18 - Why Everything Depends on Beijing
28:35 - West Captured by Financial Industrial Complex
39:43 - Reading Oil Gold and Bond Markets
45:17 - Is Blackrock Weaker Than Its Reputation
53:25 - Building Mental Models for Information Overload
59:23 - What Energy Markets Are Really For
1:06:13 - Why Oil Below $90 Risks Greater War
1:09:07 - Real Capital Knows the Deal Is Coming
1:16:34 - Coldcard Hack and Contested Bitcoin Fork
1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities
1:24:00 - Self Custody Custody Risk and Sovereignty
1:36:24 - Michael Saylor Willingness to Sell Bitcoin
1:39:52 - What Strategy Is Built to Achieve
1:48:54 - Where to Find Doomberg and Simon Dixon
Mentioned in this episode: Doomberg's forthcoming book on analysis and mental models, Simon Dixon's book "Game of Money," abundant mines hosting, and BTC Mentor for secure self-custody setup.
🔗 Links & Resources
→ Doomberg: https://doomberg.com
→ Simon Dixon on X: https://x.com/SimonDixonTwitt
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #SimonDixon #Doomberg #MichaelSaylor #Geopolitics #SelfCustody #Globalism #OilMarkets #Gold #StraitOfHormuz #MicroStrategy #Coldcard #SoundMoney #Oil #energymarket
Fauci’s 1,100-Page Diary + Fifth Amendment Silence | Dr. Peter McCullough
Mentor Sessions Ep. 085: Dr. Peter McCullough explains Fauci's diary, COVID-19 lab origins, mRNA vaccine safety, spike protein persistence, and the biopharma complex.600,000 Americans may have died from COVID …
Shownotes
Mentor Sessions Ep. 085: Dr. Peter McCullough explains Fauci's diary, COVID-19 lab origins, mRNA vaccine safety, spike protein persistence, and the biopharma complex.
600,000 Americans may have died from COVID vaccine complications — more than the virus itself, according to Dr. Peter McCullough — and Fauci just pleaded the Fifth on all of it. This conversation breaks down what the diary revealed, why the lab origin was buried, and where the mRNA platform goes next.
Dr. Peter A. McCullough joins BTC Sessions to walk through Fauci's Senate Testimony, 1,100-page diary, the public-vs-private mask and lockdown contradictions, and the nearly million-dollar cash prize Fauci's staff engineered for him. You'll learn why McCullough believes SARS-CoV-2 is an engineered bioweapon, how his foundation found full-length spike protein and mRNA circulating three and a half years after injection, and what that means for the surge in 'turbo cancer.' You'll see the money trail through the biopharmaceutical complex — Gates, BioNTech, CEPI, Event 201, and the captured medical journals that refused to retract the fraudulent 'natural origins' paper. He also lays out the parallel research and wellness system he's building outside captured academia.
⏱️ Timestamps:
0:00 - Intro
0:30 - Fauci Senate Testimony and Diary Release
1:30 - 600,000 Vaccine Deaths Compared to COVID
2:30 - Fauci's Private Knowledge on Masks and Fatality Rate
4:00 - Fauci Staff Engineered Cash Prize Applications
7:00 - Fauci's Personal Vaccine Blood Clot Injury
8:00 - Ongoing Booster Push and Seventh Dose Campaign
11:30 - Journals Suppressed Lab Leak Despite Private Admissions
15:30 - Why Wet Market Origin Theory Persists
16:00 - Bioweapons Treaty and SARS-CoV-2 Classification
18:00 - Laboratory-Engineered Spike Protein Features
19:30 - Spike Protein Detected 3.5 Years Post-Vaccination
22:30 - Spike Detox Protocol and Treatment Options
24:30 - Turbo Cancer Rise and Spike Protein Mechanism
26:30 - mRNA Integration into Human Genome Evidence
28:00 - Broader mRNA Vaccine Platform Safety Concerns
29:30 - Hantavirus Scare and Moderna Vaccine Development
31:00 - Anatomy of the Biopharmaceutical Complex
34:30 - Gates Foundation Investment in BioNTech
38:00 - Journal Advertising and Vaccine Ideology
42:30 - Vatican Coin and 300-Year Vaccine Mythology
45:00 - Fourth Turning and Parallel Health Systems
48:00 - Vindication After Media Attacks on McCullough
51:00 - McCullough Foundation Books and Wellness Company
Dr. McCullough references the McCullough Foundation (mcculloughfnd.org), his books 'The Courage to Face COVID-19' and 'Vaccines: Mythology, Ideology, and Reality,' a forthcoming book he says Bitcoiners will love, the Ultimate Spike Detox protocol, and The Wellness Company (twc.health).
🔗 Links & Resources:
McCullough Foundation: https://www.mcculloughfnd.org
The Wellness Company: https://www.twc.health/focalpoints
Follow BTC Sessions on X: https://x.com/BTCSessions
If you follow the money the way Bitcoiners do, this one connects the incentives most people never see. Subscribe for more honest Bitcoin and macro coverage, and follow @BTCSessions on X for the live shows. Reply with your take — where do you land on the origins question?
#Bitcoin #BTC #BTCSessions #PeterMcCullough #Fauci #VaccineSafety #COVIDOrigins #LabLeak #Biopharma #SpikeProtein #mRNA #TurboCancer #FollowTheMoney #MedicalFreedom #Bioweapon #Fauci #FauciTestimony
$45k Bitcoin Can Happen… But the Data Says Don’t Panic | James Check & Joe Consorti
Mentor Sessions Ep. 084: James Check and Joe Consorti analyze the Bitcoin market bottom, on-chain data, the AI bubble, and Strategy's sale in this 2026 macro breakdown.The Bitcoin bottom isn't confirmed — but …
Shownotes
Mentor Sessions Ep. 084: James Check and Joe Consorti analyze the Bitcoin market bottom, on-chain data, the AI bubble, and Strategy's sale in this 2026 macro breakdown.
The Bitcoin bottom isn't confirmed — but James Check and Joe Consorti lay out exactly why $45K would break every precedent in Bitcoin's history and why 90% of the time price only goes higher from here.
In this deep-dive conversation you'll learn why the market has entered what James calls the "time pain" chapter, how the AI bubble rotation could hand Bitcoin its bottom, and why Strategy's massive sale quietly killed one of Bitcoin's biggest pieces of FUD. You'll see the on-chain data behind long-term holders now sitting on 84% of supply, the 8-model study James ran to estimate when the bottom ends, and a concrete framework for DCA during downturns instead of chasing wicks. Joe breaks down the macro backdrop — oil, the 10-year Treasury at 4.7%, a hawkish Fed, and why the AI trade unwinding sets up a renewed risk-on environment.
⏱️ Timestamps:
0:00 - Intro
1:16 - James Argues Bitcoin Bottom Not In
2:31 - 45K Drop Matching 2015 Bear Market
3:39 - Why Bears Anchor to Round Numbers
4:27 - Self-Reinforcing Bearishness at Lows
5:34 - Joe on Bitcoin Resilience to News
6:17 - 79 Percent Drawdown Breaks Precedent
7:22 - Inflation Scare and Oil Price Swings
8:32 - Bitcoin Holds Amid Hawkish Fed
10:10 - February Capitulation and Loss Spike
11:47 - Bottoms Form on Malaise Not Vibes
13:06 - 200-Week Moving Average as Support
13:55 - Eight-Model Study on Bear Market End
15:59 - Joe on AI Trade Unwinding in Q4
17:32 - Bitcoin Led Market Lower This Cycle
19:35 - Iran Conflict Oil and Commodity Thesis
23:04 - Financial Nihilism and Rotating Capital
26:00 - Treasury Yields Housing and Inflation
30:31 - Boomers Mortgage Rates and Housing Shortage
33:07 - Australia's Housing Bubble Breaking
39:04 - On-Chain Data and Sentiment Washout
43:34 - Joe on Fear Greed and Next Narrative
47:43 - Blood in Streets Time to Accumulate
48:53 - Mean Reversion Index and DCA Plan
52:17 - Strategy Sale and Fading FUD
58:56 - Manage Your Own Emotions
1:01:38 - Where to Follow James and Joe
James Check publishes on Substack (Checkonchain) and Joe Consorti runs his own YouTube channel and research — links below.
🔗 Links & Resources:
→ James Check (Checkonchain): https://www.checkonchain.com/
→ Joe Consorti: https://www.joeconsorti.com/
→ Book a 1-on-1 with a Bitcoin educator: BTCMentor.io
💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
📌 Previous Episodes:
Bob Burnett → https://youtu.be/k4rtC3oQqlk
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #JamesCheck #JoeConsorti #BitcoinBottom #OnChainData #BitcoinMacro #DCA #MarketCycles #Checkonchain #BitcoinAnalysis #AIBubble #200WeekMovingAverage #Crypto #BitcoinNews #OnChain #HODL #BitcoinPrice #CryptoAnalysis #BearMarket #BitcoinCycle #LongTermHolders #BitcoinETF #Macro #AITrade #MichaelSaylor #Strategy #BitcoinInvesting #CryptoMarket #StackSats #SellerExhaustion #BitcoinSentiment
Hashrate Collapse, BIP-110 Chain Split & Banks Will Mine Bitcoin | Bob Burnett
Mentor Sessions Ep. 083: Bob Burnett explains the Bitcoin hash rate decline, BIP-110 chain split, nation state mining, and why banks will mine block space.Bitcoin's hash rate has been declining for nearly a …
Shownotes
Mentor Sessions Ep. 083: Bob Burnett explains the Bitcoin hash rate decline, BIP-110 chain split, nation state mining, and why banks will mine block space.
Bitcoin's hash rate has been declining for nearly a year for the first time in 16 years — and Bob Burnett of Barefoot Mining explains why it keeps falling straight through the next halving. This is the mining reset almost nobody is pricing in.
In this conversation you'll learn why the big publicly traded miners quietly shed Bitcoin and pivoted to AI and data centers, why Bob believes financial institutions and nation states (Iran included) are the real next entrants — not energy companies — and why they'll mine for block space control rather than the coins themselves. You'll see how the BIP-110 (RDTS) activation at block 961632 in mid-August could trigger a chain split, exactly what miners and plebs should do before that block, and why the fight is really about Core's process and the SegWit discount, not just spam. Bob also breaks down the miner's trilemma, virgin Bitcoin premiums, and why the depths of despair is historically the best time to enter mining.
⏱️ Timestamps:
0:00 - Intro
1:11 - Harsh reality of Bitcoin mining in 2026
1:46 - Meet Bob Burnett of Barefoot Mining
2:00 - First year of falling hash rate
2:52 - Why hash rate drops through the halving
4:29 - Current-gen miners sold for pennies
8:18 - The miner's trilemma: energy, machines, capital
11:25 - Easy capital drove public miner overbuild
13:39 - Invasive apex predator wrecking the ecosystem
14:50 - Why public miners' production costs are broken
17:12 - Is the public mining model sustainable?
21:43 - Barefoot mines on sub-3-cent self-produced power
29:49 - Building a mining business that survives forever
31:39 - Enter mining in the depths of despair
34:14 - Is falling hash rate a network security threat?
35:36 - Could a bad actor mount a 51% attack now?
37:44 - Why Bitcoin can't balance the world's power grid
42:44 - Activists turning rural towns against miners
1:00:11 - Financial institutions and nation states enter next cycle
1:01:36 - Banks will mine for block space, not coins
1:07:42 - Why institutions will control block templates
1:08:26 - Nation state mining and economic sovereignty
1:09:20 - Is Iran already solo mining Bitcoin?
1:14:00 - The death of full-pay-per-share and virgin Bitcoin
1:17:33 - BIP-110 explained: what problem it solves
1:18:28 - Core v30 policy change that sparked the fight
1:29:11 - RDTS: the reduce-data temporary soft fork
1:31:14 - The SegWit discount and CSAM concerns
1:31:48 - Activation at block 961632 and chain split risk
1:44:19 - Advice for plebs before the split
1:46:15 - Advice for miners: get a backup pool ready
1:50:28 - The 99% best case vs the really bad scenario
1:52:53 - Where to find Bob and Barefoot Mining
🔗 Links & Resources:
Barefoot Mining: https://barefootmining.com
Bob on X: https://x.com/Boomer_BTC
BTC Sessions: https://btcsessions.ca
BTC Sessions Dashboard: https://btcsessions.live/
Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
📌 Previous Episodes:
Matt Hill & Odell → https://youtu.be/cOQC81hLSu0
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #BitcoinMining #BIP110 #BitcoinKnots #HashRate #BobBurnett #BarefootMining #NationStateMining #BlockSpace #SelfCustody #BitcoinNode #MiningEconomics
The AI Dangers Bitcoiners Can’t Ignore — And What to Do About It | Odell & Hill
Mentor Sessions Ep. 082: Matt Odell and Matt Hill discuss AI model security risks, self-hosting infrastructure, open source vs frontier models, and Bitcoin's role in digital sovereignty in 2026.AI's most …
Shownotes
Mentor Sessions Ep. 082: Matt Odell and Matt Hill discuss AI model security risks, self-hosting infrastructure, open source vs frontier models, and Bitcoin's role in digital sovereignty in 2026.
AI's most powerful models are being quietly locked away by governments — and the cheap API access you're building your business on is a subsidized trap with an expiration date. Matt Odell and Matt Hill join BTC Sessions to unpack what's really happening at the intersection of AI, open source sovereignty, and Bitcoin freedom tech in 2026.
You'll learn why the frontier model subsidy era is ending and who gets wrecked when prices normalize, how Start9 runs an entire company on a $200/month plan (and why that won't last), what Odell thinks about the deepfake phishing attack that nearly fooled Matt Hill live on a Zoom call, and why the open source AI arms race may be humanity's last real shot at digital independence. You'll also see how the Start9 router and self-hosted security camera are the trojan horses that bring sovereignty tech to people who've never heard of Bitcoin.
⏱️ Timestamps:
0:00 - Intro
1:32 - AI model landscape and security risks
2:15 - Start9 runs on $200 monthly Claude plan
3:16 - AI subsidy trap and future pricing shock
4:09 - Local inference versus frontier model tradeoffs
7:32 - Odell on open source versus proprietary models
9:28 - Why Anthropic and OpenAI withheld top models
11:23 - Open source software and why control backfires
13:36 - China's open source strategy in AI geopolitics
18:47 - AI as intelligence of mass destruction risks
21:26 - Regulation landscape in Canada UK and Australia
27:01 - Operational security and AI-powered phishing threats
27:44 - Deepfake Zoom attack that fooled Odell
32:40 - Public key cryptography and verifiable identity
39:02 - Signal messenger sovereignty case study
43:55 - Do Bitcoiners lead digital sovereignty efforts
45:05 - Relentless freedom fighters win revolutions
55:42 - Drivers of Start9 adoption beyond Bitcoin nodes
57:37 - AI as second reason for sovereign servers
59:55 - Start9 sold Bitcoin to stockpile RAM
1:06:16 - Start9 router for household sovereignty
1:09:13 - Building the freedom router from first principles
1:14:44 - AI as new interface replacing GUI era
1:20:06 - Odell on open source compounding in Bitcoin
1:25:56 - Tools to try PBC Maple Hermes LM Studio
• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1
🔗 Links & Resources:
→ Matt Hill: https://x.com/_MattHill_
→ Start9 (sovereign server, router, marketplace): https://start9.com
→ Matt Odell: https://x.com/ODELLXYZ
→ OpenSats: https://opensats.org/
💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io
📌 Previous Episodes:
Prof St Onge & Larry Lepard → https://youtu.be/cS4QXZr5qvc
⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV
Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor
#Bitcoin #BTC #BTCSessions #MattOdell #MattHill #Start9 #SelfHosting #SelfHostedAI #LocalAI #AISovereignty #FreedomTech #DigitalSovereignty #BitcoinPrivacy #OpenSourceAI #SovereignComputing #BitcoinNode #AIDangers #DecentralizedAI #PrivacyTech #SovereignTech #BitcoinAndAI #Cypherpunk #LocalInference #AIDeepfake #Decentralization #AIPrivacy #OpenSource
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