Navigating Bitcoin's Noise: Recent Episodes
Kane McGukin
Navigating Bitcoin's Noise is a podcast dedicated to bridging the gap between traditional financial markets and crypto markets. In each episode, I look to discuss how monetary technologies like Bitcoin and other cryptocurrencies are evolving the underlying rails of the existing financial system.
Welcome to Navigating Bitcoin's Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Maryland Hodl, who is a Bitcoin researcher, transition analyst, and one of the sharper macro minds in this space.
In this episode, we get into why Bitcoin's absolute scarcity is the only mechanism capable of absorbing the collapse of the debt-based monetary system, how the Fed-Treasury dynamic is quietly being restructured, and why the clock is ticking faster than most people realize with AI injecting deflation straight into the heart of a system.
We dig into the sovereign flywheel, the collateral problem at the core of our debt spiral, and what a top-down Bitcoin pivot might actually look like.
If you want a first-principles breakdown of where the monetary system is cracking, why Bitcoin's scarcity is the thesis that matters most right now, and how these two paradigm shifts, money and AI, are converging at exactly the same moment in history, this episode is for you.
Fair warning, we jumped straight into the deep end on this one. No formal intro, no warm-up. We just started talking. So sit back, relax, and let's get started.
Kane McGukin
X: https://twitter.com/kanemcgukin
Substack: kanemcgukin.substack.com
MarylandHODL
X: https://x.com/MarylandHODL21
Substack: https://marylandhodl.substack.com/
Welcome to Navigating Bitcoin's Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Nik Bhatia, author of Layered Money and visiting fellow at the Bitcoin Policy Institute.
In this conversation, we break down Nik's landmark paper on stablecoins and statecraft and why the GENIUS Act may be one of the most strategically important pieces of legislation in decades.
We get into how the Eurodollar system quietly exported dollar governance offshore, how stablecoins are designed to bring it back, and why the end of China's deflationary unsystem is forcing America's hand.
We ask the question that matters: are stablecoins just a fintech product, or are they America's most powerful tool for our next money layer?
If you're tired of hype and want a first-principles breakdown of how dollar dominance actually works, and what the U.S. is building to protect it, this episode is for you. So sit back, relax, and let's get started.
Kane McGukin
X: https://twitter.com/kanemcgukin
Substack: kanemcgukin.substack.com
Nik Bhatia X: https://x.com/timevalueofbtc
The Bitcoin Layer: https://thebitcoinlayer.com/
Bitcoin Policy Institute: https://www.btcpolicy.org/authors/nik-bhatia
Paper: https://www.btcpolicy.org/articles/stablecoins-as-statecraft-reclaiming-us-financial-sovereignty-in-the-eurodollar-market
Welcome to Navigating Bitcoin’s Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin.
I’m your host, Kane McGukin, and today I’m joined by Matthew Mežinskis, widely known as @1basemoney. Matthew is one of the sharpest analysts on global liquidity, central bank balance sheets, and the role of base money in the evolving financial system.
In this conversation, we break down how money actually moves from gold to central bank reserves to a system now dominated by liquidity that most people can’t even access.
We get into why 2008 changed everything, how bank reserves quietly replaced real money, and why that shift may be pushing the system toward a breaking point. And we ask the question that matters: is Bitcoin just another asset, or is it the next base layer of the global monetary system?
If you’re tired of hype and want a first-principles breakdown of how the monetary system actually works, and where Bitcoin fits, this episode is for you. So sit back, relax, and let’s get started.
Kane McGukin
X: https://twitter.com/kanemcgukin
Substack: https://kanemcgukin.substack.com/
Matthew Mežinskis
X: https://x.com/1basemoney
Web: https://www.porkopolis.io/topmoney/
Welcome to Navigating Bitcoin’s Noise—the show where we cut through the clutter and bring you the clearest insights on Bitcoin.
I’m your host, Kane McGukin, and today I’m joined by Pierre Rochard, long-time Bitcoiner and builder whose path runs from Wall Street securitization to Kraken, Riot, and now founding the Bitcoin Bond Company. In this episode, Pierre breaks down the emerging market for Bitcoin-backed notes. We discuss how private credit and declining volatility set the stage for a true Bitcoin yield curve, and what ETFs, custody choices, and KYC/AML realities mean for adoption.
We also dig into stablecoins like Tether and their role in dollarization abroad and how that liquidity ultimately strengthens Bitcoin’s financial plumbing.
Pierre Rochard: https://x.com/BitcoinPierre
Nakamoto Institute: https://nakamotoinstitute.org/
Kane McGukin: https://kanemcgukin.substack.com/ and https://x.com/kanemcgukin
America’s global power has always been built on controlling networks, money, trade, and communication. But today, those networks are under attack.
China’s Belt & Road is building a parallel system, Stablecoins are being weaponized as tools of financial repression, and Bitcoin is emerging as a strategic asset that could flip global finance.
Add AI-driven narrative warfare, and we’re entering a battle between centralized control, the Tower and decentralized freedom, the Square.
Today, Matthew Pines and I unpack how America’s monetary tech stack is being rebuilt; before it’s too late.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Matthew Pines
X:https://x.com/matthew_pines
https://www.btcpolicy.org/
https://www.btcpolicy.org/articles/a-global-economic-reordering-us-china-competition-and-bitcoin-as-tool-of-us-statecraft
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.
I’m your host, Kane McGukin, and today I’m joined by a former astrophysicist turned Bitcoiner, Stephen Perrenod.
In this episode, Stephen walks through the math behind Bitcoin’s power law and shares his views on the emergence of the world’s first money backed by energy. If you’re tired of hype and unreliable price predictions but want to understand Bitcoin from a first-principles lens, this episode is for you. So, sit back, relax, and let’s get started.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Stephen Perrenod
X:https://x.com/moneyordebt
Substack: https://stephenperrenod.substack.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.
I’m your host, Kane McGukin, and today I’m joined by fellow investor, macro thinker, and data modeler Matthew Mežinskis.
In this episode, I talk with Matthew about how Bitcoin may follow a power law curve — not just in price, but in adoption and global liquidity impact. We dive into the models behind exponential vs. proportional growth. Plus, we explore what global liquidity really means and how investors can position themselves for what’s coming.
If you’re trying to understand Bitcoin’s place in the global financial system and where the capital flows next, you’re in the right place. So, sit back, relax, and let’s get started.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Matthew Mežinskis
X: https://x.com/1basemoney
porkopolis.io/topmoney
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by artist, builder, and Bitcoin thinker, Simple Steve.
In this episode, I talk with Steve about his project UTXO Oracle and the deeper implications of price discovery in Bitcoin. We explore why exchange-based pricing is fundamentally flawed, how Bitcoin offers a more transparent and decentralized alternative, and what it means to truly see price emerge from the network itself.
Steve shares how his visualizations and tools help strip away noise, offering a way to observe Bitcoin as the foundational layer of a truly free market—where price isn't dictated, but discovered.
If you’re curious about how Bitcoin redefines value, data transparency, and economic trust, this episode is for you. So sit back, relax, and let’s get started.
Kane McGukin X: https://x.com/kanemcgukin
Substack: kanemcgukin.substack.com
Simple Steve X: https://x.com/SteveSimple
UTXOrcale: https://utxo.live/oracle/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by Sina from 21st Capital.
In this episode, we dive into the power law dynamics driving Bitcoin’s growth and the critical inflection points ahead. I sit down with Sina from 21st Capital to explore why Bitcoin’s network behaves like a black hole for monetary value, how power laws explain acceleration and collapse, and why innovation beyond "store of value" is essential for Bitcoin’s future. We unpack the risks of centralization, the role of data in navigating volatility, and what history teaches us about unstoppable systems.
If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.
Kane McGukin
X: https://x.com/kanemcgukin
Substack: kanemcgukin.substack.com
Sina
X: https://x.com/sina_21st
21st Capital: https://21stcapital.com/bi/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow investor, Bitcoiner, and soon to be author Lawrence Lepard.
In this episode, I talk with Larry about his upcoming book, The Big Print. We dive into his motivation for sharing the story of sound money, the importance of truth in financial assets, and how he believes Bitcoin offers a solution to our shared view of a broken monetary system. Plus, we explore how these ideas shape our modern world and how you can protect your wealth.
If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.
Kane McGukin
X: https://x.com/kanemcgukin
Substack: kanemcgukin.substack.com
Twitter: https://twitter.com/LawrenceLepard
https://www.ema2.com/
Quarterly Letters: https://www.ema2.com/quarterly-letters
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow financial advisor Morgen Rochard.
In this episode, we dive into Bitcoin’s role in traditional portfolios, the importance of balancing long-term and short-term investment perspectives, and how the principles of faith shape both Bitcoin and our relationship with money.
If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.
Kane McGukin
X: https://x.com/kanemcgukin
Substack: kanemcgukin.substack.com
Morgen Rochard
X: https://x.com/MorgenRochard
Origin Wealth Advisors: https://www.originwa.com/
Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing using Bitcoin in conjunction with the traditional ACH network with Brian Harrington of Fold.
In our conversation, we discussed the advantage of having access to Bitcoin and dollars side by side. Allowing users to enjoy the benefits of Bitcoin and the ease of paying for everyday life with dollars.
If you want to better understand Bitcoin’s past and future potential as an economic network, this is the episode for you. So, sit back, relax, and let’s dive in.
Kane McGukin
X: @kanemcgukin
kanemcgukin.substack.com
Brian Harrington
X: @BrainHarrington
Fold: https://foldapp.com/
Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing Multisig with Svrgnty.
In our conversation, we discussed the value and security of a multisig setup and how it can be done at the individual level.
If you’re looking to better understand Bitcoin’s past and future potential as an economic network, this is the episode for you. So, sit back, relax, and let’s dive in.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Svrgnty
X: https://x.com/svrgnty
https://svrgnty.com/
Bitcoin Node post: https://x.com/svrgnty/status/1713977979766780201
Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have Riley Edmunds, co-founder of Stride Labs.
In our conversation, we discuss Riley’s time at Bridgewater Associates, DeFi protocols, the choices and tradeoffs staking creates, and why Venture Capitalists find comfort in these models. Additionally, we discuss how regulation could help provide clarity for this part of the market
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive in.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Riley Edmunds
X: https://twitter.com/stride_zone
https://www.stride.zone/
Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have a fascinating conversation with Timothy Peterson, founder of Cane Island Digital Research.
In our conversation we dissect the upside and downside of Bitcoin, explore the Kelly Criteria, and the secrets behind real wealth. Additionally, we delve into the application of MetCalfe's Law as a Bitcoin valuation tool and we discuss the influential power of large networks.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you.
Kane McGukin
X: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Timothy Peterson
X: https://twitter.com/nsquaredcrypto
https://www.cane-island.digital/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today is a monthly Bitcoin update with Trey Sellers from Unchained. In this month's brief, we discuss the fundamental keys from this past year and we cover Bitcoin’s 2024 outlook.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trey Sellers
Twitter: https://twitter.com/ts_hodl
Unchained: https://unchained.com/
https://treysellers.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have special guest, Jogi for an update on Bitcoin’s adoption curve.
In this episode, we explore Jogi's Bitcoin Price to Trend metric, a valuation tool for Bitcoin. We delve into Bitcoin's exponential growth and its correlation with statistics power law. Additionally, Jogi draws parallels between Bitcoin's doubling pattern and his past experience with bacteria growth.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com
Jogi
Twitter: https://twitter.com/proofofjogi
https://www.bitcoinpricetrend.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained.
In this episode, we dive deep into the recent Financial Standard Board’s (FASB) accounting update for Bitcoin held on the balance sheet. With this ruling, Bitcoin can be accounted for in a similar manner to other assets. Additionally, we get an update from Trey on current Bitcoin hashrate.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trey Sellers
Twitter: https://twitter.com/ts_hodl
Unchained: https://unchained.com/
https://treysellers.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have a special guest, Eric Yakes, author of The 7th Property.
In this episode, we dive deep into the intriguing intersection of Bitcoin, banking, and politics as we try to unravel the potential value Bitcoin holds for the future. We explore options for a more independent monetary system that offers greater financial freedom and choice, with less government control.
In the discussion, we also look at custody options, pinpoint where centralization is and isn’t needed, and seek to understand what an optimal monetary ecosystem could look like. There are shades of trust, ideals of free banking, and aspects of FinTech all bundled into one.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Eric Yakes on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
Substack: https://kanemcgukin.substack.com/
Eric Yakes
Twitter: https://twitter.com/ericyakes
Web: https://yakes.io/
7th Property: https://yakes.io/book/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have special guest, CEO of Barefoot Mining, Bob Burnett.
In this episode, we draw intriguing parallels between the early stages of base layer innovations like Bitcoin and the advent of computers. Bob sheds light on the intricacies of being a public company and shares valuable insights into the challenges public miners may encounter. Additionally, we steer our discussion towards block space and its potential impact on Bitcoin fees. We explore the nuances of how it could shape the landscape of transactions.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
Substack: https://kanemcgukin.substack.com/
Bob Burnett
https://www.barefootmining.com/
https://twitter.com/boomer_btc
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
In this monthly update, we discuss the flurry of ETF filings led by Blackrock, Coinbase’s role as the surveillance arm, and the potential impact of locking up Bitcoin in Trusts and ETFs. We also get an update on HODL Waves, how this bear market compares to the typical, and TD Ameritrade’s report and positive words on Bitcoin.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trey Sellers
Twitter: https://twitter.com/ts_hodl
Unchained: https://unchained.com/
https://treysellers.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin.
I’m your host Kane McGukin and today I’m joined by Bitcoin speaker and entrepreneur Aleksandar Svetski. In this episode, we dive into appreciating that Bitcoin is bigger than we realize meaning that adoption likely takes longer than we think. We also discuss the psychology of winning the Bitcoin game, the maturation of Bitcoin’s ecosystem, and Aleksander’s Bitcoin Times which is an annual collection of Bitcoin essays.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Aleksandar Svetski
Twitter: https://twitter.com/SvetskiWrites
https://linktr.ee/svetski
Welcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin.
I’m your host Kane McGukin and today I’m joined by Jesse Myers, COO at Onramp Bitcoin. In this episode, we dive deep into the lessons free market money and gold can teach us about Bitcoin, the importance of protocols for creating standards and rules for delivering value and the power of scarcity.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Jesse Myers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Jesse Myers
Twitter: https://twitter.com/Croesus_BTC
https://www.onceinaspecies.com/
www.onrampbitcoin.com
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host Kane McGukin and today is our monthly roundup of all things Bitcoin with Trey Sellers from Unchained. In these episodes we dive deep into the ever-evolving world of Bitcoin and cover the most crucial topics that you need to know. We’ll discuss the US Debt situation, SEC lawsuits against Binance and Coinbase, plus we couldn't leave you hanging without discussing the bull and bear case for Bitcoin as it relates to the current Macro Environment.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trey Sellers
Twitter: https://twitter.com/ts_hodl
Unchained: https://unchained.com/
https://treysellers.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
Today on the show I have Ryan DeMattia from Coindex Capital and we’ll be discussing, arbitrage, leverage, and the risks related to overcollateralization in Bitcoin and crypto markets.
Alright, enjoy the show!
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Ryan DeMattia
Twitter: https://twitter.com/ryandemat
Coindex Capital
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained.
In this episode, we look to start a monthly series where we talk selectively about the few things that matter. This month we look a the fundamental drivers of Bitcoin. The few things we keep on the radar to give us better insight as to the growth and adoption of Bitcoin.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trey Sellers
Twitter: https://twitter.com/ts_hodl
Unchained: https://unchained.com/
https://treysellers.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who’s read more about Bitcoin than anyone else.
In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that is currently held by social media giants.
As we dive deeper, we discuss the challenges of the fiat mindset and the incredible opportunities that Bitcoin presents, as we continue to witness the movement's one step forward, two steps back dance.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Guy Swann on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Guy Swann
Twitter: https://twitter.com/TheGuySwann
https://guyswann.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who’s read more about Bitcoin than anyone else.
In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that is currently held by social media giants.
As we dive deeper, we discuss the challenges of the fiat mindset and the incredible opportunities that Bitcoin presents, as we continue to witness the movement's one step forward, two steps back dance.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Guy Swann on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Guy Swann
Twitter: https://twitter.com/TheGuySwann
https://guyswann.com/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and in this episode, we have a special guest, Trent Dudenhoeffer, a Bitcoiner and Financial Planner at Watchdog Capital.
Today, Trent will share the importance of having your own keys and how to protect and manage your seed phrase in the event something were to happen to you. He will discuss his views on the future role of financial advisors as Bitcoin adoption continues, and we’ll also discuss the trade-offs involved in Bitcoin.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Trent Dudenhoeffer on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Trent Dudenhoeffer
Twitter: https://twitter.com/_tdudenhoeffer
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.
Today he’ll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks in our capitalistic system lead to The Dollar End Game. We’ll discuss the downside of econometrics, Triffin’s Dilemma, the risks of derivatives, and removing human subjectivity from money.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Peruvian Bull on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Peruvian Bull
Twitter: https://twitter.com/peruvian_bull
The Dollar Endgame: Hyperinflation Is Coming Book: https://www.amazon.com/Dollar-Endgame-Hyperinflation-Coming/dp/B0BVPKSHPF https://thedollarendgame.com/
YouTube: https://www.youtube.com/@peruvian_bull
Medium: https://peruvianbull.medium.com/ Reddit: https://www.reddit.com/user/peruvian_bull/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.
I’m your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.
Today he’ll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks in our capitalistic system lead to The Dollar End Game. We’ll discuss the downside of econometrics, Triffin’s Dilemma, the risks of derivatives, and removing human subjectivity from money.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Peruvian Bull on Navigating Bitcoin’s Noise.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Peruvian Bull
Twitter: https://twitter.com/peruvian_bull
The Dollar Endgame: Hyperinflation Is Coming Book: https://www.amazon.com/Dollar-Endgame-Hyperinflation-Coming/dp/B0BVPKSHPF https://thedollarendgame.com/
YouTube: https://www.youtube.com/@peruvian_bull
Medium: https://peruvianbull.medium.com/ Reddit: https://www.reddit.com/user/peruvian_bull/
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin.
I’m your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer.
Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into the impact of Bitcoin’s small liquidity profile and how that translates to its heavy correlation with equities.
But that’s not all - Joe’s insights go beyond just Bitcoin. He’ll be providing valuable knowledge on cross asset correlations, Bitcoin’s informational arbitrage, and the unique circumstance of a long volatility asset trading as a short vol asset.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Joe Consorti on Navigating Bitcoin’s Noise.
Additional topics covered:* Getting Comfortable with Risk taking
* Bitcoin: the ability to opt-out
* The power of an infinitely scarce asset
* Bitcoin and the impact of liquidity facilities
Joe Consorti
Twitter: https://twitter.com/JoeConsorti
The Bitcoin Layer: https://thebitcoinlayer.substack.com/
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Apple Podcast: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361
Be sure to like and leave a rating. Thanks for listening!
In this episode of Navigating Bitcoin’s Noise, I am joined by Namcios who is a writer and reporter for Bitcoin Magazine. In our conversation, we unwrap Bitcoin basics, wallets, exchanges, and self-custody. We discuss the trade-off between security and convenience that comes with storing Bitcoin. Additionally, we discuss the recent Brazilian Bitcoin Bill that was fast tracked because of the FTX fallout.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Namcios
https://twitter.com/namcios
https://bitcoinmagazine.com/authors/namcios
In this episode of Navigating Bitcoin’s Noise, Bobby Shell from Voltage shares his views on the opportunity of providing Lightning infrastructure to businesses to further the adoption of Bitcoin. Bobby and I discuss the value of understanding our relationship with money, his entrepreneurial background, and the case for business owners holding Bitcoin on the balance sheet.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Bobby Shell
https://twitter.com/ibobbyshell
https://voltage.cloud/
In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism.
Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.
Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Mark Moss
Twitter: https://twitter.com/1MarkMoss
https://www.1markmoss.com/optin1638987532388
The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11
Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ
In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism.
Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.
Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Mark Moss
Twitter: https://twitter.com/1MarkMoss
https://www.1markmoss.com/optin1638987532388
The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11
Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ
In this episode of Navigating Bitcoin’s Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts.
One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rates for longer may be uncomfortable, but history tells us that lowering rates is likely not the best solution for this Fed conundrum.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com
Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Pablo Fernandez
Twitter: https://twitter.com/pablof7z
In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Pablo Fernandez
Twitter: https://twitter.com/pablof7z
In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
David Foley
Twitter: @DAAF17
https://www.ema2.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
David Foley
Twitter: @DAAF17
https://www.ema2.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem.
The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we’ve witnessed 208 currency crises.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htm
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Sam Callahan
Twitter: https://twitter.com/samcallah
Swan Bitcoin: https://www.swanbitcoin.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem.
The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we’ve witnessed 208 currency crises.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htm
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Sam Callahan
Twitter: https://twitter.com/samcallah
Swan Bitcoin: https://www.swanbitcoin.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Jogi to discuss a viral Twitter post where he depicted Bitcoin’s adoption price based on its adoption curve. In our discussion, we talk about the importance of understanding s-curves and how new technologies are adopted at an exponential rate and in a non-linear fashion. We talk about regressions and how they can help us figure out where we are today relative to past adoption rates. Additionally, we cover the importance of the average buyer, what price miners have to sell at, and how to justify owning the alternative.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Jogi
Twitter: https://twitter.com/proofofjogi
Bitcoin and Risk Assets: https://twitter.com/proofofjogi/status/1527243338159738881?s=20&t=_HDYSpoeqJZf_yf7ShClJw
In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
James Lavish
Twitter: https://twitter.com/jameslavish
https://substack.com/profile/14066787-james-lavish
https://lookingglasseducation.com/
Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/
In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
James Lavish
Twitter: https://twitter.com/jameslavish
https://substack.com/profile/14066787-james-lavish
https://lookingglasseducation.com/
Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/
In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Ben Hunt
Twitter: https://twitter.com/EpsilonTheory
https://www.epsilontheory.com/
In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/
The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/
In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Ben Hunt
Twitter: https://twitter.com/EpsilonTheory
https://www.epsilontheory.com/
In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/
The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/
In this episode of Navigating Bitcoin’s Noise, I am joined by Jeff Ross of Vailshire Capital to discuss the macro drivers of our current markets. In our discussion, we cover Jeff’s value tilted view and what role Bitcoin might play in the economy going forward.
Jeff shares his view of Bitcoin as money and its future potential as a major asset class. We dig in on Jeff’s economic outlook on the changing financial landscape due to inflation, potential stagflation, leverage, and how Bitcoin fits into the challenges within the broader macroeconomic system.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Jeff Ross
Twitter: https://twitter.com/VailshireCap
https://vailshire.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Checkmate
Twitter: https://twitter.com/_checkmatey_
Checkmate's On-Chain Masterclass: https://www.readyset.vision/landing/plans/214719
In this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Checkmate
Twitter: https://twitter.com/_checkmatey_
Checkmate's On-Chain Masterclass: https://www.readyset.vision/landing/plans/214719
In this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Mark Jeftovic
Twitter: @StuntPope
https://thecryptocapitalist.com/ | https://bombthrower.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Mark Jeftovic
Twitter: @StuntPope
https://thecryptocapitalist.com/ | https://bombthrower.com/
In this episode of Navigating Bitcoin's Noise, I am joined by Joe Burnett who is an analyst with Blockware Solutions. In our discussion, we cover Bitcoin's mining properties, its volatility, and how that leads to an endless number of investors going down the rabbit hole for the first time.
We also discuss Bitcoin's hashrate, institutional mining operations, and the cash flow potential of Bitcoin mining. We look into why hedge funds and other institutional players see mining as a means to creating a mathematically defined set of cash flows on an asset that otherwise doesn't naturally offer this mechanism.
If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Joe Burnett
Twitter: @IIICapital
LinkedIn: https://www.linkedin.com/in/joe-burnett-ba6530a0/
In this episode of Navigating Bitcoin’s Noise, I am joined by Andy Edstrom a financial advisor and author of Why Buy Bitcoin. In our discussion, we cover the efforts it takes to get Bitcoin added as a position in the modern portfolio, how clients react to Bitcoin’s volatility, and we cover the recent Presidential Executive Order on Digital Assets.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: @kanemcgukin
Substack: https://kanemcgukin.substack.com/
LinkedIn: https://www.linkedin.com/in/kanemcgukin/
Andy Edstrom
Twitter: @edstromandrew
LinkedIn: https://www.linkedin.com/in/andrew-edstrom-cfa-cfp-2b369616/
In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Resources:
Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.x
The Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087
Finance: The History of Money - https://youtu.be/YCN2aTlocOw
Narrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Research: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Resources:
Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.x
The Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087
Finance: The History of Money - https://youtu.be/YCN2aTlocOw
Narrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Research: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/
In this episode of Navigating Bitcoin’s Noise, I am joined by Sawyer Miller. Sawyer is a tenured software executive that decided to journey into at home Bitcoin mining in his spare time. In this episode we discuss the process, pain points, learning, and joy that goes into setting up your own Bitcoin mining rig at home. Stay tuned until the end to find out the unexpected power and surprise of having the ability to mine monetary value.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: @kanemcgukin
Substack: https://kanemcgukin.substack.com/
LinkedIn: https://www.linkedin.com/in/kanemcgukin/
Sawyer Miller
LinkedIn: https://www.linkedin.com/in/sawyermiller/
In this episode of Navigating Bitcoin’s Noise, I am joined by Erfan Parvini who is founder of DEPS Capital. Erfan and I discuss how working in the hedge fund industry helped him understand the importance of thinking for himself. From this, he’s learned that success requires a process for building a framework around the sentiment and never-ending narratives in Crypto.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
In this episode of Navigating Bitcoin’s Noise, I am joined by Hassan Boyle who is a great teacher, truth seeker, and theological expert. Hassan and I discuss the importance of finding purpose, understanding value and the connections between Bitcoin and the principles taught in the Bible.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
https://kanemcgukin.substack.com/
Twitter: https://twitter.com/kanemcgukin
https://www.bibleoptics.org/
Facebook: https://www.facebook.com/BibleOptics
In this episode of Navigating Bitcoin’s Noise, I am joined by Greg Foss, to discuss the impact of derivates and futures on Bitcoin. Greg shares his knowledge of credit trading, the shape of futures curves, and the bleed and costs involved with derivatives. We unravel the impact on Bitcoin spot markets as traditional players adopt Bitcoin futures, futures based products like the ETF BITO, or gain exposure to Bitcoin through the GBTC trust.
During our conversation, we discuss the potential for Bitcoin spot price suppression through the use of derivatives and cash settled futures as they are being more broadly adopted by traditional and broader market participants.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
https://kanemcgukin.substack.com/
Twitter: https://twitter.com/kanemcgukin
Twitter: https://twitter.com/FossGregfoss
Bitcoin is The Perfect Option: https://bitcoinmagazine.com/markets/why-bitcoin-is-the-perfect-option
In this episode of Navigating Bitcoin's Noise, I am joined by Lawrence Lepard, Managing Partner of Equity Management Associates. Larry shares knowledge from his long-tenured investment career that spans venture capital investing during the early ‘90s boom, investing in gold during the Great Financial Crisis, and his current experience investing in Bitcoin and Bitcoin companies.
During Bitcoin’s ascent, it has gained attention as being the 21st century’s version of digital gold. In our discussion, we unpack how governments and financial players have historically used derivatives, options, and other financial tools to suppress the price of gold and sound money assets like Bitcoin.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com/
Twitter: https://twitter.com/LawrenceLepard
https://www.ema2.com/
Quarterly Letters: https://www.ema2.com/quarterly-letters
In this episode of Navigating Bitcoin's Noise, I am joined by Trey Sellers of Unchained Capital. We discuss what Bitcoin teaches us about what money is, inflation, and trust. Trey explains the importance of managing your own private keys with cold storage, multi-sig, and some of the solutions that Unchained has to help individuals make self custody less complicated.
If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.
Twitter: @kanemcgukin
https://kanemcgukin.substack.com/
Twitter: @ts_hodl
https://unchained.com/
In this episode of Navigating Bitcoin's Noise, I am joined by Chris Stewart, CEO and Co-Founder of SuredBits. Chris explains how SuredBits is working to build Bitcoin solutions that allow transactions that are contingent upon factual information or real-world events. Chris breaks down how the Bitcoin network and its evolving toolset can improve upon our existing financial system's derivatives markets, our financial infrastructure, and how it can offer solutions in the sports betting marketplace.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Twitter: @kanemcgukin
https://kanemcgukin.substack.com/
Twitter: @Chris_Stewart_5
https://suredbits.com/
In this episode of Navigating Bitcoin's Noise, I am joined by Bryan Nonni who is a software developer and Bitcoiner at NCR. Bryan explains why he believes in Bitcoin and discusses what it’s like to work for a company that seeks to grow through innovation and consistently reskilling its workforce. We also discuss our experience at the recent TabConf, Lightning, and the potential for Decentralized Finance (DeFi) on Bitcoin.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Twitter: @kanemcgukin
kanemcgukin.substack.com
Twitter: @BTCBry
In this episode of Navigating Bitcoin's Noise, I am joined by Nik Bhatia, author of Layered Money and editor of The Bitcoin Layer on Substack. Nik explains why he believes Bitcoin is a reserve asset and is an alternative to everything else, which is risk. In the show, we look into what it means to be a fiduciary and how that plays into the Bitcoin story. We also discuss the importance of mass adoption, the rise of Stablecoins, and how the economy is being rebuilt as the Bitcoin network continues to evolve.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Twitter: @kanemcgukin
Substack: https://kanemcgukin.substack.com
Twitter: @timevalueofbtc
Substack: https://thebitcoinlayer.substack.com/
In this episode of Navigating Bitcoin's Noise, I am joined by TXMC, On-Chain Analyst at Glassnode. We discuss the value of on-chain data and the uniqueness of being able to analyze the fundamentals that drive sentiment and market participant behavior. In this innovative asset class, with on-chain data, one can see the true supply and demand dynamics of Bitcoin creating opportunities unlike that of traditional markets.
If you’re looking to better understand the fundamental drivers in Bitcoin then join us and listen in.
Kane McGukin:
kanemcgukin.substack.com
Twitter: @kanemcgukin
TXMC
https://www.youtube.com/channel/UCZoJZ2gpu0UafOEHlY6RDlg
Twitter: @TXMCtrades
In this episode of Navigating Bitcoin's Noise, I am joined by David Lawant, Director of Research at Bitwise Asset Management. We discuss how David's past experience as a traditional equities analyst translates to researching Bitcoin and other crypto assets. David also shares his thoughts on Bitcoin as digital gold, the rising DeFi space, and some interesting takes on the emerging crypto equity space.
If you're looking for a broad understanding of the crypto ecosystem then join us and listen in.
Kane Mcgukin:
https://kanemcgukin.substack.com/
Twitter: @kanemcgukin
David Lawant:
https://www.bitwiseinvestments.com/
Twitter: @dlawant
In this episode of Navigating Bitcoin's Noise, I am joined by Drew MacMartin of High Street Capital to discuss his extensive study of historical inflationary periods like during the decline of Rome and during the 1920s to 1930s in Germany’s Weimar Republic.
We compare and contrast happenings in those periods with some of the inflationary and supply chain issues we’ve seen in recent years. Inflation is something often talked about in the news, so if you still aren’t sure what that means for you then listen in for a better understanding.
kanemcgukin.substack.com
www.kanemcgukin.com
https://www.linkedin.com/in/kanemcgukin/
Twitter: @kanemcgukin
https://bitcoinmagazine.com/authors/drew-macmartin
https://www.wealthplaybook.ca/
https://www.linkedin.com/in/drew-macmartin-97350830/
Twitter: @drew_macmartin
In this episode of Navigating Bitcoin's Noise, I am joined by Tyler Neville, former Macro Strategist at Blockworks.
Tyler and I discuss the evolving financial landscape as crypto adoption increases while fee compression drives change in the traditional financial arena. We unpack the new financial media landscape and the preference of younger generations who place more value on truth and transparency than on breadth and the mentality of doing business as its always been done.
Follow Tyler on Twitter: @Tyler_Neville_
Follow Kane on Twitter: @kanemcgukin
On Substack: kanemcgukin.substack.com
www.archetypewealth.com
In this episode of Navigating Bitcoin's Noise, I am joined by David Keller, Chief Market Strategist at Stockcharts.com, to discuss the benefits and pitfalls of trading volatile assets like Bitcoin and other cryptocurrencies. We also cover several technical trading tools that were created for traditional markets but have proven to work in Crypto.
A podcast on fast moving markets wouldn't be complete without discussing the impact of behavioral economics, so listen up as David shares his knowledge on trading trends and charts.
www.stockcharts.com
www.marketmisbehavior.com
www.archetypewealth.com
https:/kanemcgukin.substack.com/
In this episode of Navigating Bitcoin's Noise, I am joined by Bryan Courchesne, CEO of Digital Asset Investment Management. Today we will discuss why and how Bryan built a first of its kind RIA dedicated to solely to digital assets. We also discuss the importance behind his team's passion for crypto and providing education and attention to detail in a manner that fits in investor's portfolios.
https://www.daim.io/
In this episode of Navigating Bitcoin's Noise, Alex Wilson, CEO of The Giving Block and I cover the advantages of donating Bitcoin and other cryptocurrencies. We discuss how The Giving Block's platform works and the advantages of donating digital assets to pay less taxes while also making a difference in your community.
https://www.archetypewealth.com/generosity-page
https://www.thegivingblock.com/
In this episode of Navigating Bitcoin's Noise I discuss Bitcoin and Cryptocurrencies as an innovative asset class with Mark Yusko of Morgan Creek Asset Management. Mark shares his view on the importance of being a value investor while focusing on innovation as an asset class. We also cover risk, asset classes and allocations, and Mark's realization of the opportunity of using time to your advantage while optimizing discomfort.
In this episode of Navigating Bitcoin's Noise, I discuss with Jeff Booth, author of The Price of Tomorrow, his book and thoughts on how technology is creating deflation. We discuss the challenges deflation brings when operating within an inflationary system and the reasons people have sought financial technologies like Bitcoin.
In Episode 3 of Navigating Bitcoin's Noise, I discuss Matt Hougan, CIO of Bitwise Asset Management, the evolution of cryptocurrencies as a savings technology. We discuss the benefits of an evolving financial system run on technology instead of viewing crypto strictly as money. We also cover how Bitcoin and other cryptocurrencies fit into the wealth management side of the business.
In Episode 2 of Navigating Bitcoin's Noise, I discuss with former Canadian High Yield bond trader Greg Foss how he evaluates new and volatile assets like Bitcoin. We cover volatility, decision-making around risky assets, and Greg's expected value calculation.
Greg's Introduction to bond investors should consider Bitcoin - https://rockstarinnercircle.com/why-every-fixed-income-needs-to-consider-bitcoin-as-portfolio-insurance/
DISCLAIMER: This show is for entertainment purposes only and the opinions expressed in each episode are that of the individual. The mention of different asset types or securities does not constitute a recommendation. If you have further questions and before making any decisions consult with a financial professional. Written permission must be granted before syndication or rebroadcasting.
In this initial episode of Navigating Bitcoin's Noise I discuss with Jimmy Song the similarities between Christianity and the Bitcoin Network. Jimmy and his team recently wrote a book Thank God for Bitcoin where they seek to bridge the gap between Bitcoiners and Christians.
Over the years as a key figure and developer in the Bitcoin community, Jimmy has unexpectedly come to find there are a high number of Christian Bitcoiners. He wrote the book in hopes of spreading the word of God as well as uniting Christians and individuals in the Bitcoin community that would like to know more about each other's side.
Archetype Wealth: https://www.archetypewealth.com/blog/thankgodforbitcoin
Amazon: Thank God For Bitcoin Book - https://www.amazon.com/Thank-God-Bitcoin-Corruption-Redemption/dp/B08ZYW2K74/ref=sr_1_1?dchild=1&keywords=thank+god+for+bitcoin&qid=1627395473&sr=8-1
Programming Bitcoin: https://programmingbitcoin.com/