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BTC Sessions

Ben Perrin

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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  • 38 episodes
  • Avg 1 hr 15 min
  • English

Episodes 38

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  • S1 · E104
    Thursday · 1 hr 33 min

    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 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 🔔 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 #Bitcoin #JamesRickards #SimonDixon #Petrodollar #DollarCollapse #AIBubble #Stablecoins #CBDC #Gold #GoldVsBitcoin #DeDollarization #IranWar #Geopolitics #SelfCustody #BTCSessions

  • S1 · E103
    Tuesday · 1 hr 5 min

    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 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 🔔 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 #Bitcoin #GlobalLiquidity #EverythingBubble #MichaelHowell #BTCSessions #MentorSessions #FinancialCrisis #BitcoinMacro #TreasuryQE #DebtCycle #CapitalWars #BondMarket #YieldCurve #LiquiditySponge #Liquidity

  • S1 · E102
    October 8 · 1 hr 1 min

    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 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/ 🔔 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 #Bitcoin #BTC #BTCSessions #OnChainAnalysis #BitcoinCycle #FourYearCycle #RationalRoot #BitcoinBottom #BitcoinETF #ShortTermHolder #SpiralChart #BitcoinMacro #DiminishingReturns #BitcoinPrice #BitcoinBullMarket #AllTimeHigh #Bitcoin2027 #BitcoinPrediction

  • S2 · E101
    October 6 · 1 hr 17 min

    "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 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 🐦 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 #Bitcoin #BTCSessions #JoeCarlasare #JeffRoss #AmericanHODL #BTC #BitcoinMacro #FourYearCycle #BitcoinPrice #BitcoinBullMarket #AIandBitcoin #BitcoinTo1Million #NationStateBitcoin #SelfCustody #FinCEN

  • S1 · E100
    October 1 · 1 hr 4 min

    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 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 🐦 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 #Bitcoin #BTC #Bitcoin100K #BTCSessions #JamesCheck #Checkonchain #OnChainData #BitcoinMarketCycle #BitcoinBullMarket #BullMarket #BearMarket #BitcoinAnalysis #BitcoinPrice #BitcoinETF #CostBasis #SelfCustody #Glassnode

  • S1 · E99
    September 29 · 2 hr 46 min

    "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 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 🔔 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 ⚡ 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 #MacroEconomics #BondMarket #BTCSessions #DaveCollum #AIbubble #EconomicBubble #TreasuryYields #CreditCycle #BoomerWealth #GeopoliticalRisk #GoldAndBitcoin #MarketCrash #6040Portfolio #SystemicCollapse

  • S1 · E98
    September 24 · 1 hr 21 min

    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 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 🔔 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 ⚡ 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 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

  • S1 · E97
    September 22 · 1 hr 7 min

    "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 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 ⚡ 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 #Bitcoin #BTC #BTCSessions #JamesLavish #Doomberg #BondMarket #FiscalDominance #EnergyCrisis #PrivateCredit #DieselShortage #SoundMoney #InterestRates #Treasuries #MoneyPrinting #Europe

  • S96 · E1
    September 17 · 57 min

    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 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 ⚡ 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 #Bitcoin #BTC #BTCSessions #ZackShapiro #ClarityAct #BRCA #SelfCustody #SamuraiWallet #ColdCardHack #AIRegulation #AISafety #OpenSourceAI #Superintelligence #BitcoinPolicy #BlackRock

  • S1 · E95
    September 10 · 52 min

    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 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 ⚡ 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 #Bitcoin #BTC #BTCSessions #BitcoinMining #MiningDecentralization #BIP110 #BitcoinKnots #OceanPool #HashRate #BobBurnett #NachoPauls #HardFork #BarefootMining #ProofOfWork #SelfCustody

  • S1 · E94
    September 7 · 1 hr 4 min

    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 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 ⚡ 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 #AmericanEmpire #FortressNorthAmerica #FortressAmerica #RulesBasedOrder #BrentJohnson #DollarMilkshake #SantiagoCapital #USDollar #USD #ReserveCurrency #TreasuryMarket #Gold #Bitcoin #DigitalAssets #Stablecoins #Geopolitics #Hegemony #China #MacroEconomics #CapitalFlows #Multipolar #ScottBessent #AINationalSecurity #BTCSessions

  • S1 · E93
    September 4 · 59 min

    "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 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 ⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 ⚡ 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 ⚡ Sponsored by Blockstream Jade: Easy, open-source Bitcoin-only cold storage. Get 10% off with code BTCSESSIONS at store.blockstream.com. 💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #BTCSessions #Bitcoin #BTC #LukeGromen #LynAlden #BondMarket #Treasury #FederalReserve #InterestRates #YieldCurveControl #PrivateCredit #FiscalDominance #SovereignDebt #USDollar #Inflation #Gold #ChinaEconomy #Japan #MacroFinance #MacroEconomics #BitcoinEducation #BitcoinPodcast #BitcoinInterview #GlobalEconomy

  • S1 · E92
    September 1 · 1 hr 2 min

    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 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 ⚡ 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 #Bitcoin #BitcoinSentiment #BTCSessions #BTC #MarketPsychology #MichaelSullivan #DisbeliefRally #BitcoinRally #BitcoinBottom #BitcoinCohorts #BitcoinOG #CryptoPsychology #FearAndGreed #NarrativeShifts #OnChainAnalysis #BitcoinAnalysis #CryptoSentiment #BitcoinTwitter #SelfCustody #BitcoinTreasury #MSTR #StackSats #BIP110 #BitcoinInterview

  • S1 · E91
    September 1 · 1 hr 3 min

    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 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

  • S1 · E90
    August 25 · 58 min

    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 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

  • S1 · E38
    August 18 · 1 hr 8 min

    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 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

  • S1 · E88
    August 16 · 1 hr 18 min

    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 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

  • S1 · E87
    August 13 · 46 min

    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 - 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

  • S1 · E85
    August 11 · 1 hr 51 min

    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 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

  • S1 · E85
    July 29 · 45 min

    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 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

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