The Bitcoin Beat | Presented by SureSats: Recent Episodes
SureSats
The Bitcoin Beat, hosted by Dap and Big Brune of SureSats, focuses on investing, current events, macro economics, Bitcoin and sometimes music and beer.
SureSats is a Bitcoin focused platform. Our goal is to provide educational and entertaining content that is balanced and honest to help onboard as many new Bitcoiners to the network as possible.
We strive to continue pushing the Bitcoin discourse forward by welcoming your opinion. Whether it be a suggestion or a criticism, we aim to learn with you all.
On this episode of the Bitcoin beat, we have another jam session.
We start by running through the crypto chapter in the President's 2023 economic report. We hit some key points in the report and we give our. We then shift gears and talk about Balaji Srinivasin's Bitcoin Bet that stirred up controversy in the last weeks, where he accepted a bet that Bitcoin would be worth 1 million USD in 90 days. Next, we talk about operation choke 2.0, and the SEC issuing a Wells notice to Coinbase.
Finally, we wrap talking about Bitcoin hash rate and the increase in Bitcoin transaction fees. We hope you enjoy this episode. Find us now on Fountain Podcast app where you can support the show and on our website.
On this episode of the Bitcoin beat, we have another jam session.
We start by running through the crypto chapter in the President's 2023 economic report. We hit some key points in the report and we give our. We then shift gears and talk about Balaji Srinivasin's Bitcoin Bet that stirred up controversy in the last weeks, where he accepted a bet that Bitcoin would be worth 1 million USD in 90 days. Next, we talk about operation choke 2.0, and the SEC issuing a Wells notice to Coinbase.
Finally, we wrap talking about Bitcoin hash rate and the increase in Bitcoin transaction fees. We hope you enjoy this episode. Find us now on Fountain Podcast app where you can support the show and on our website.
On this episode of the Bitcoin beat, we start with self custody basics. Since these bank runs began, we've gotten some questions on moving Bitcoin off of exchanges. We thought it was important to educate on this topic. You can find more info on this topic on our website at www.suresats.com/post/selfcustody
If you'd like to skip ahead, we switched topics to the latest info in the banking crisis, starting around the 13 minute mark. We start by discussing the fed and Treasury's response to the crisis. We then talk about the chattering surrounding the seizure of Signature Bank, and Barney Frank's expose with New York Mag regarding his comments suggesting the takeover of Signature bank being politically motivated to snuff out crypto.
It is important to note, that Barney Frank does sit on the board of Signature bank and may also have his own agenda. Finally, we wrapped by discussing what a Bitcoin global reserve world might look like. We hope you enjoy the episode. You can reach out to us on our website suresats.com or on twitter @suresats.
On this episode of the Bitcoin beat, we have another Jam Session. We dig into the bank runs on Silvergate and Silicon Valley Bank.
We start with the recent CPI numbers, Jerome Powell's Senate banking committee hearing, the hawkish fed, and how this may have played a role. We then switch gears to stablecoins, their role in the overall ecosystem and how they may develop in the future.
We bounce to regulation, discussing the grayscale lawsuit and the possible lawsuits coming down the pipe on Coinbase, Kraken, and Robin hood. Finally, we wrap with the proposed tax on Bitcoin mining energy usage and how this could set a broader legal precedent. We hope you enjoy this one. Reach out to us on twitter @suresats or on our website suresets.com.
This episode was recorded on 3/11 - since our recording, Signature bank has been closed by regulators, essentially leaving the crypto world unbanked.
On this episode of the Bitcoin beat, we talk ordinals. We start off summarizing what ordinals is, and why we think it could be significant. Next we try and bring some nuance to the early takes surrounding ordinals and why we think much of the fear may be unfounded. Then we discuss how ordinals may play a role in the overall NFT market.
We touch on why ordinals is a prime example of why it's so important to move slow in bitcoin development. Despite our belief that ordinals doesn't pose a threat to the Bitcoin network, any thing unanticipated making its way into an update can pose a threat or misincentives. Finally, we wrap the show discussing, getting ord set up on your Bitcoin node. Check out our most recent article which details how to run ord on your raspberry pi. We hope you enjoy the show. Check us out on twitter @suresats and at suresats.com
For this episode we have another Jam session. We start off discussing AI, and chatGPT. It's been a fascinating topic as of late, and Dap discusses his theory on how it will play out, and how it could further drive Bitcoin adoption. From there we in a quick macro larp, breaking down the rise in interest rates and how it could affect US debt payments. We get into a disagreement over the importance of Strike's work in onboarding merchants onto lightning, and finally we close with a quick rundown on ordinals and NFTs on Bitcoin with hope to dive deeper into the ordinals discussion and develop some more nuanced takes. We hope you enjoy the episode. Be sure to follow us on twitter and instagram @suresats.
Dap and Big Brune return after a 5 month hiatus with a 2022 recap. We talk recap everything that has gotten us to where we are today, discuss why we continue to hold Bitcoin, and touch on what the future may bring. This one is a bit of a ramble folks, but stay tuned as we plan on pushing out more content in 2023! We hope you enjoy the show. Feel free to reach us at our twitter @suresats and drop us a comment on the show.
On this episode of The Bitcoin Beat, we have our first Guest Session where we sit down with Alex B. We run the gamut discussing stablecoins on Bitcoin, the difference between POW and POS, and we take a deep dive into Alex’s Twitter thread about the risks of centralization in Ethereum as it transitions from POW to POS. We have linked to the thread below along with our long form article on this topic. You can find Alex on Twitter @bergealex4 and us @suresats as well as on our website SureSats.com 0:00 - 3:00 - Introductions 3:00 - 6:00 - Bitcoin adoption timeline 6:00 - 18:00 - Stablecoins on Lightning and associated risks 18:00 - 27:00 - How Alex began thinking about Ethereum centralization risks & MEV (Maximal Extractable Value) 27:15 - 30:30 - Is MEV a risk/possible on Bitcoin? 30:45 - 63:45 - Why is Ethereum more censorship prone than Bitcoin/How MEV/Lido promotes centralization 63:45 - 72:55 - Fees in Ethereum Vs. Bitcoin 72:55 - 80:30 - Are all POS systems bound for centralization? 80:30 - Wrapping thoughts on Bitcoin
Alex's original thread on Ethereum and MEV
— Alex B (@bergealex4) July 2, 2021 Holy fuck is Ethereum broken.
EVERY design decisions they've taken for ETH2 carries absolutely irresolvable centralizing forces.
Think staking is bad enough already? The underbelly of MEV is absolutely monstrous.
@dapdoctor's article on Ethereum and MEV
https://www.suresats.com/post/ethereum-s-centralization-dilemma-through-lido-staking
On this week's episode of the Bitcoin Beat, we have another jam session where Big Brune and Dap hash out some topics that caught our eyes since our last recording. We start this episode discussing BlackRock's announcement with Coinbase as well as other Bitcoin and crypto news. We then take a deeper dive into energy news.
From there we go into the weekly Ethereum beef with the continued discussion focused on stablecoin centralization risk, proof of stake and blockchain governance. We finished this episode discussing Bitcoin Maximalisms' role in decentralization, and how UX will play a role in the development of Bitcoin as a payments network.
00:16 - 3:22 - Coinbase/Blackrock news
3:22 - 7:35 - Institutional investment
7:35 - 10:45 - Saylor stepping down as CEO of MSTR
12:00 - 31:42 - Energy, inflation, and macro
32:15 - 54:40 - Ethereum beef of the week: Solana/Nomad hack; The centralization risk of stablecoins
54:40 - 58:22 - Bitcoin Maximalisms' role in decentralization
58:23 - 63:04 - Bitcoin UX, payments, and competition
This week we start off discussing the relationship between the separation of church and state and the separation of state and money, and how bitcoin and bitcoin maximalism plays a role. From there we discuss the macro base case for bitcoin. We finally wrap with the weekly ethereum beef and a discussion of blockchain governance and how stablecoins may play a roll.
1:00 - 13:00 - Separation of Church and State vs. Separation of State and Money
13:00 - 17:30 - Defining "toxicity"
17:45 - 39:45 - Bitcoin narratives and macroeconomics
40:00 - 56:00 - Dap discusses his recent podcast appearance/the weekly Ethereum beef
For episode 7 Big Brune and Dap chop it up again, starting with all the civil unrest that is arising around the globe. We transition to one of Big Brune's favorite topics of energy, and how we see energy markets unfolding. We touch on the CPI print scheduled for 7/12, and with recording the episode prior to the release, we make our predictions. Finally we dive into the much maligned topic of Bitcoin Maximalism, toxicity, and how we define Bitcoin Maximalism.
0:00 - 5:00 - Civil unrest around the world 5:01 - 15:25 - @doomberg thread on LNG arbitrage; energy and energy markets 15:26 - 24:59 - discussing the upcoming CPI print (this show was recorded before the record print of 9.1%) and potential fallout 25:00 - 80:21 - Our take on Bitcoin Maximalism
In this episode of the Bitcoin Beat, we have another Jam Session, where Dap and Big Brune recap and hash out events since our last recording. In this episode we discuss the fallout of Three Arrows Capital and the contagion this has in markets. We discuss GBTC and a Bitcoin ETF. We also discuss potential regulation coming as a result of the most recent crash. The episode also contains a long discussion on energy, and the problem with the current ESG narrative. We wrap the episode with Dap’s weekly Crypto beef and briefly discuss new information regarding the Central African Republic.
For more in depth information on topics discussed in this episode visit our website: www.SureSats.com
Follow us on Twitter: @SureSats
On this week’s episode of the Bitcoin Beat, we talk about inflation and the most recent CPI print. We then discuss Japan’s current battle maintaining yield curve control. We touch on stETH, Lido and Governance on blockchains. We circle back to a discussion about the Federal Reserve, the history of money and go through scenarios of a Bitcoinized world.
For more in depth information on topics discussed in this episode visit our website: www.SureSats.com
Follow us on Twitter: @SureSats
On this week’s episode of the Bitcoin Beat, we talk about energy and proof of work mining. We discuss the pending ban of proof of work in New York, as well as overall Bitcoin regulation. We discuss Bitcoin ETFs as well as 401K and IRA plans. We dive into the lightning network and some challenges with Bitcoin scaling and briefly discuss Monero. We then discuss the long term security model of Bitcoin and end the episode with our weekly Ethereum beef. For more in depth information on topics discussed in this episode visit our website: www.SureSats.com Follow us on Twitter: @SureSats. 1:08 Bitcoin, Energy, and Regulation 14:04 Spot BTC ETF/Fidelity 401k 23:46 BTC Price Modeling/and hyperbitcoinization 28:45 - Scalability of BTC and Lightning 39:53 Discussing Bitcoin vs. Monero 50:00 - recent NYDIG article 54:27 long term bitcoin security/fees/daps weekly Ethereum beef
Episode 3 of The Bitcoin Beat Presented by SureSats was recorded on 5/29/22. In this episode we start off discussing Bitcoin price action and a resurgence of Bitcoin dominance. From there we discuss Shitcoins, Dap’s weekly beef with Ethereum, and why we don’t need to put everything on a blockchain. We circle back to Bitcoin to wrap up the episode and discuss the positive light that it provides in our current economic and political climate.
For more in depth information on topics discussed in this episode visit our website: www.suresats.com
Follow us on Twitter: @SureSats
This weeks episode is a SureSats Session where we hash out recent events over the past weeks. We start off talking about a recent twitter thread for some new nonsense token KRNC 0:40-5:20: Luna pays out selected users during the UST depegging/Luna collapse 5:23-8:20. Vitalik asks nicely for staking pools to increase their fees 20:30-25:00. We touch on Bitcoin privacy and the lightning network 25:30-43:00. Buying Non KYC Bitcoin - Bisq/HodlHodl - our article on buying non kyc btc 43:00 - 47:00. https://www.suresats.com/post/non-kyc-bitcoin And we wrap with discussing the macro economic environment we find ourselves in 53:30 - 66:00 You can find us at @suresats on twitter and at suresats.com.
Episode 1 of The Bitcoin Beat Presented by SureSats recorded on 5/12/22 following a massive crash in Crypto and Traditional Markets. We discuss Luna, their stable coin and their role in this crash. We also discuss Bitcoin, the current macro economic landscape and where we see things headed. For more in depth information on topics discussed in this episode visit our website: www.suresats.com Follow us on Twitter: @SureSats