What Bitcoin Did

• The Bitcoin Bull Market Hasn’t Started Yet | Eric Yakes

  Eric Yakes joins the show to discuss what’s really driving Bitcoin right now and why price is determined by fundamentals, not cycles or models. We break down how marginal supply and marginal demand actually work in Bitcoin, why the four-year cycle may never have been real, and how years of behind-the-scenes work inside institutions and regulators lead to the sudden headlines that reprice the market. We also dig into sovereign wealth funds, nation-state reserve adoption, and why Bitcoin is still one announcement away from a major move. Eric explains why liquidity, not ideology, is the real constraint, why gold still dominates today, and what Bitcoin needs to reach true reserve-asset status. THANKS TO OUR SPONSORS: IREN ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Eric Yakes: https://x.com/ericyakes

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• The Future of Bitcoin Treasuries | Jeff Walton

  Jeff Walton joins the show for a deep dive into the state of Bitcoin treasury companies, the rise of digital credit, and why we may be entering the most aggressive phase of institutional Bitcoin adoption yet. We get into Paper Bitcoin Winter, why so many treasury companies are trading below 1× MNAV, and whether the original playbook of issuing equity, & buying Bitcoin may be running out of road. Jeff breaks down why the model isn’t dead, how yield markets are evolving at lightning speed, and why optionality, scale, and genuine operational talent will decide who survives the coming shakeout. THANKS TO OUR SPONSORS: IREN ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Jeff Walton: https://x.com/PunterJeff

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• How Bitcoin Is Changing the World | Erik Hersman, Phillip Walton, Eric Yakes & Mark Kamau

  Erik Hersman, Phillip Walton, Eric Yakes & Mark Kamau join the show for a deep dive into energy, mining, and the reality of electrifying Africa — and why Bitcoin is quietly unlocking possibilities no NGO or government has ever managed to achieve. We get into the wild journey across northern Kenya to the forgotten village of Saru where communities live without electricity, refrigeration, or basic infrastructure, and where abundant energy would completely transform life, opportunity, and even culture. Philip and Eric explain why transmission lines will never be built, why NGOs fail 90% of the time, and how Bitcoin mining finally makes it economically viable to electrify the most remote places on earth. They break down how Gridless finds stranded energy, models profitable solar and hydro builds, and partners with local elders, schools, and entrepreneurs to create real markets — not handouts. We dig into the coming era of “energy first, mining second,” the circular Bitcoin economies emerging across Kenya, why M-Pesa makes Nairobi the easiest city in the world to live on Bitcoin, and how Lightning will become the payment layer for off-grid power. THANKS TO OUR SPONSORS: IREN ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Erik Hersman: https://x.com/whiteafrican/ Phillip Walton: https://linkedin.com/in/philip-walton-nairobi Eric Yakes: https://x.com/ericyakes Mark Kamau: https://x.com/mark_kamau

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• How Broken Money Distorts Reality | Seb Bunney

  Seb Bunney joins the show for a conversation about broken money, distorted reality maps, and why Bitcoin might be the only force capable of realigning society. We get into his personal journey from mountain-bike coaching in Whistler and realising hard work no longer pays, to discovering how central banks, misaligned incentives, and financialisation quietly shape everything from housing and family life to politics and culture. Seb explains why so many young people are turning to socialism, why democracies can’t change course, and how separating money and state could be the only viable path forward. Seb also breaks down his new essay The Curated World — exploring linguistic control, scientific gatekeeping, suppressed technologies, the Invention Secrecy Act, and why “the map is not the territory.” We dig into Bitcoin’s role as a truth-seeking mechanism, what happens when incentives flip from intervention to value creation, and how free markets, energy breakthroughs, and longer lifespans could transform civilisation far beyond money. THANKS TO OUR SPONSORS: IREN ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Seb Bunney: https://x.com/sebbunney

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• Bitcoin, AI & The Fourth Turning | George Bodine

  George Bodine joins the show for a wild conversation about the fourth turning, AI, quantum, and why he believes the next 3–5 years will be the most volatile period in Bitcoin history. We get into his insane life story — from trailer parks to flying F-18s at Top Gun, ejecting from a crashing jet, working underground as a miner, becoming a pro artist, and eventually going all-in on Bitcoin. George breaks down why he thinks the financial crisis never ended, how AI and robotics will erase millions of jobs, the global arms race for compute and energy, and why quantum could hit faster than people expect. We dig into Bitcoin’s real threats — mining centralisation, quantum-vulnerable coins, BIP444, and the Core vs Knots fight dividing the community. THANKS TO OUR SPONSORS: IREN ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

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