What Bitcoin Did

• IS THE BITCOIN BULL MARKET OVER? W/ Rational Root

  Rational Root is a Bitcoin on-chain & cycle analyst. In this episode, we discuss the current state of the Bitcoin market, why institutional adoption remains in its early stages, and how on-chain metrics suggest there’s still room for upside. We also get into the impact of Trump's policies, why Bitcoin is still considered a risk asset, the role of ETFs and the likelihood of a Bitcoin strategic reserve, and Root’s outlook for the rest of the cycle. MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

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• SHOULD BITCOIN OSSIFY? W/ Jameson Lopp

  Jameson Lopp is the co-founder of Casa, and a long-time Bitcoin security expert. In this episode, we discuss the state of Bitcoin self-custody, the growing threat of physical attacks on Bitcoiners, and why UX remains a major barrier to adoption. We also get into the ossification debate, whether Bitcoin development is stalling, and how institutional adoption could impact Bitcoin’s ability to upgrade. Finally, we explore inheritance planning, decoy wallets, on-chain privacy, and whether Bitcoin could face the same centralisation risks as email. MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

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• WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE WORLD? w/ Jeff Walton

  Jeff Walton is a financial analyst and a former reinsurance broker with a focus on MicroStrategy. In this episode, we discuss MicroStrategy’s Bitcoin playbook, the impact of FASB fair value accounting, and how MSTR are using convertible debt and equity issuances. We also get into the risks of leverage, the potential for MicroStrategy to become the most valuable company in the world, and whether corporations will follow its Bitcoin strategy. MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

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• SELF CUSTODY, SECURITY, & THE QUANTUM THREAT TO BITCOIN w/ Alex Leishman

  Alex Leishman is the CEO & CTO of River. In this episode, we discuss the nuances of self-custody versus custodial solutions, the challenges of securing Bitcoin, and the trade-offs between decentralisation and scalability. We also get into the quantum threat to Bitcoin, scaling self-custody and the implications of protocol changes in Bitcoin’s future. MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

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• THE BITCOIN TROJAN HORSE W/ ERIK CASON

  Erik Cason is a Bitcoin OG and author of Crypto Sovereignty. In this episode, we discuss the philosophy of Bitcoin, it's role in preserving freedom and resisting censorship, its parallels to historical moments of change, and its potential to reshape societal structures. We also get into its connection with cryptography and tools like Nostr, and why he believes Bitcoin represents a shift in the balance of power. MASSIVE THANKS TO OUR SPONSORS:  IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/  LEDGER: https://www.ledger.com/ 

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