Best Danny Knowles Podcasts (2025)

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Paper Bitcoin Summer | American HODL & Steven Lubka 1:26:06

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4d ago1:26:06

1:26:06

American HODL & Steven Lubka get into the rise of Bitcoin treasury companies, unpacking how securitisation, jurisdictional arbitrage, and corporate leverage are shaping the next phase of Bitcoin’s financialisation. We discuss whether this new wave of Bitcoin-wrapped equities is a healthy Bitcoin on-ramp or just a speculative bubble, and what happen…

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The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo 1:12:25

6d ago1:12:25

1:12:25

Willy Woo gets into Bitcoin’s evolving market structure, breaking down how institutional flows, ETFs, and treasury companies are reshaping the bull market. He explains why Bitcoin has never faced a true business cycle downturn, why 2026 could be the first real test, and how liquidity waves set the rhythm for both blow-off tops and brutal bear marke…

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The Bitcoin Treasury Playbook | Preston Pysh 1:06:54

11d ago1:06:54

1:06:54

Preston Pysh gives us a masterclass on Bitcoin treasury companies, unpacking the mechanics behind Michael Saylor’s strategy and why it has outperformed Bitcoin since 2020. He explains how preferred stock and convertible debt are being engineered to funnel Bitcoin onto balance sheets, why the unraveling of the fixed-income market is the hidden fuel …

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Saving Bedford with Bitcoin | Peter McCormack 1:47:13

13d ago1:47:13

1:47:13

In this episode, Peter breaks down his five-year legal battle with Craig Wright, how UK libel laws were weaponised against him, and the moment the case finally turned in his favour. We also get into his fight to save Bedford, and why running businesses there changed his political view, how government policy makes entrepreneurship harder, and turnin…

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The War on Bitcoin Privacy | Calle 1:33:12

19d ago1:33:12

1:33:12

Calle gets into into the future of financial and communication privacy, exploring how tools like Cashu and BitChat could help Bitcoiners survive in an increasingly hostile regulatory environment. He breaks down why privacy is essential for democracy, the lessons from the original Crypto Wars, and how eCash can offer near-perfect transaction privacy…

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Is MSTR a Ponzi? | Lyn Alden & Andy Constan 1:45:46

21d ago1:45:46

1:45:46

Lyn Alden and Andy Constan go deep on Bitcoin treasury companies like Strategy, debating whether they’re outright Ponzi schemes or legitimate vehicles for leveraged Bitcoin exposure. We dig into how these companies actually generate returns, why premiums to NAV exist, and the conditions that could cause the model to unravel. Lyn lays out her cautio…

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The State of Bitcoin Adoption | Troy Cross & Ella Hough 1:18:41

27d ago1:18:41

1:18:41

Troy Cross and Ella Hough break down the state of Bitcoin adoption across the U.S. and the globe, revealing what the data really says about Bitcoin’s political alignment, institutional shift, and cultural future. We get into the surprising statistics around self-custody, what Gen Z actually thinks about Bitcoin, and whether American bitcoiners can …

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Why This Bitcoin Bull Market Is Different | Checkmate 1:14:06

1M ago1:14:06

1:14:06

Checkmate breaks down Bitcoin's market structure, why treasury companies are flooding in, and whether the four-year cycle has finally broken. We get into how institutional money is reshaping on-chain dynamics, why long-term holders are behaving differently this cycle, and what the recent 80,000 BTC move signals about dormant supply. Checkmate also …

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Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair 1:15:14

1M ago1:15:14

1:15:14

Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable. We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are b…

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Bitcoin’s New Era: Liquidity, Macro, and the End of Four-Year Cycles | Nik Bhatia 1:02:01

1M ago1:02:01

1:02:01

Nik Bhatia breaks down why Bitcoin may have broken free of its four-year cycle and what that means for the next decade. We discuss Bitcoin's market maturity, compressed volatility, and how new corporate demand are reshaping price dynamics — and why this could mean an end to drawn out bear markets and blow-off tops. We get into how macro forces like…

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Jeff Booth | AI, Bitcoin, & The Collapse Of The Fiat Economy 1:10:30

1M ago1:10:30

1:10:30

Jeff Booth explains why free markets are naturally deflationary and why this changes everything. What if the entire economy is built on a lie? Jeff Booth argues our credit-based system fights the natural deflation of free markets through endless money manipulation — and why Bitcoin creates the first truly global free market. We explore how AI accel…

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Bitcoin Culture vs Wall Street | Thomas Pacchia 1:12:57

1M ago1:12:57

1:12:57

Thomas Pacchia is the co-founder of Pubkey. In this episode, we get into the evolving culture of Bitcoin, why number-go-up narratives overshadow deeper principles like privacy, self-sovereignty, and freedom. Thomas explains why he believes Bitcoin risks becoming disconnected from its original ethos, and the importance of maintaining a robust, cultu…

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How Bitcoin Is Changing the Financial System | Mauricio Di Bartolomeo 1:53:38

2M ago1:53:38

1:53:38

Mauricio Di Bartolomeo is the co-founder of Ledn, the largest consumer Bitcoin lender. In this episode, we discuss how Ledn survived the collapse of BlockFi and Celsius, why they’ve removed all rehypothecation and Ethereum products, and why Bitcoin-backed loans are set to reshape global credit markets. Mauricio explains how banks entering the space…

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Bitcoin All Time High: Has the Cycle Broken? | Rational Root 1:03:12

2M ago1:03:12

1:03:12

Root is a Bitcoin on-chain analyst and the author of the "Bitcoin Strategy Platform" Substack. In this episode, we discuss the current state of Bitcoin’s bull market, why Root believes there’s no basis for a prolonged bear market, and how institutional demand is changing Bitcoin’s price dynamics. We cover Bitcoin’s structural adoption through ETFs,…

1
Bitcoin Treasury Companies, Mining & The Slow Grind to $1 Million | Mitchell Askew 1:01:53

2M ago1:01:53

1:01:53

Mitchell Askew is Head of Research at Blockware and author of The Conservative Case for Bitcoin. In this episode, we discuss the growing role of Bitcoin treasury companies, how miners are evolving into treasury plays, and why Blockware is betting on mining as a tool for institutional Bitcoin accumulation. We get into companies choosing ASICs over s…

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The Bull Market & Bitcoin vs Real Estate | CJ Konstantinos 1:29:08

2M ago1:29:08

1:29:08

CJ Konstantinos is the Founder of People’s Reserve. In this episode, we discuss Bitcoin’s rise as digital gold, its role in revolutionising real estate and finance, and why it’s poised to become the ultimate pristine collateral. We get into the maturation of the Bitcoin bull market and the potential for Bitcoin bonds to recapitalise economies. CJ a…

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UFOs, AI & the Future of Human Consciousness | Matthew Pines 1:45:35

2M ago1:45:35

1:45:35

Matthew Pines is a the Executive Director at Bitcoin Policy Institute and an advisor to Skywatcher. In this episode, we explore the evolving landscape of UAPs, why the U.S. government may be sitting on legacy programs involving non-human intelligence, and how the 2017 New York Times article triggered a wave of official investigations and whistleblo…

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Bitcoin is Winning in DC | Grant McCarty 1:11:16

2M ago1:11:16

1:11:16

Grant McCarty is the Co-President of the Bitcoin Policy Institute. In this episode, we discuss the state of Bitcoin policy in Washington DC, how the Strategic Bitcoin Reserve went from a fringe idea to a real legislative proposal, and why the next 18 months could define Bitcoin’s regulatory future in the United States. We also get into the stableco…

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Adoption & Corruption w/ Becca Rubenfeld 1:57:12

2M ago1:57:12

1:57:12

Becca Rubenfeld is the co-founder and COO of AnchorWatch. In this episode, Becca tells the story of how she adopted her son from a Ukrainian orphanage, including government corruption, falsified records, and systemic failures. What began as a summer hosting program turned into a two-year battle to rescue her son. Becca also opens up about her recen…

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How Bitcoin Will Destroy the State | Erik Cason & Jesse Posner 1:31:03

2M ago1:31:03

1:31:03

Erik Cason is the author of Cryptosovereignty & co-founder of Vora. Jesse Posner is a an engineer, formally at Coinbase and BitKey & the co-founder of Vora. In this episode, we discuss why Erik and Jesse believe the modern state has already collapsed, why Bitcoin is the only shot at reclaiming sovereignty in the digital age and how philosophy, law,…

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Strategy's Trillion Dollar Bitcoin Bet | Jeff Walton 1:20:02

2M ago1:20:02

1:20:02

Jeff Walton is a financial analyst, a former reinsurance broker and the Founder of True North. In this episode, we break down the rise of Bitcoin treasury companies, why Strategy is playing an entirely different game, and how Saylor’s new financial instruments are creating a Bitcoin-native yield curve. We also discuss how these instruments could ab…

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Inflation, War & $475K Bitcoin w/ Jeff Ross 1:04:58

2M ago1:04:58

1:04:58

Jeff Ross is a macroeconomist, bitcoiner and Founder & CEO of Vailshire Capital Management. In this episode, we discuss why Jeff believes we're entering a new inflationary era that echoes the 1970s, why global capital is rotating out of U.S. assets, and how this sets up Bitcoin and gold for massive outperformance & why he thinks the next Bitcoin cy…

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Hyperbitcoinisation by 2032? | Erin Redwing 1:23:12

2M ago1:23:12

1:23:12

Erin Redwing is a former astronomer turned astrologer and the host of the Hell Money podcast. In this episode, we discuss how outer planet astrology can offer insights into macroeconomic and civilisational shifts, why Erin believes Bitcoin's 2032 Saturn-Uranus cycle climax is a make-or-break moment, and how the Age of Aquarius provides a framework …

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Is Bitcoin Failing? | Alex Gladstein & Paul Sztorc 1:42:40

2M ago1:42:40

1:42:40

Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation, Paul Sztorc is Founder and CEO of LayerTwoLabs and the creator or Drivechains. In this episode, we discuss whether Bitcoin is falling behind the innovation curve, if Lightning Network has failed as a project, and if privacy models like eCash are a dangerous compromise or a…

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Why America Is Winning the Bitcoin Race w/ Sam Wouters 1:11:41

3M ago1:11:41

1:11:41

Sam Wouters is the Director of Marketing at River. In this episode, we discuss why the U.S. is emerging as the dominant force in Bitcoin adoption, how proof-of-reserves has evolved in a post-FTX world, and why retail interest in Bitcoin remains muted despite all-time highs. We also discuss how institutional involvement might be both a blessing and …

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The Myth of the Dollar Collapse w/ Joe Carlasare 1:21:10

3M ago1:21:10

1:21:10

Joe Carlasare is a Commercial Litigator, a long time Bitcoiner, and macro commentator. In this episode, we discuss the U.S. sovereign debt debate, why the doom loop narrative might be missing the bigger picture, and how rapid advances in AI and automation could unleash a wave of productivity strong enough to reshape the fiscal outlook. Joe argues t…

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Bitcoin Core, OP_RETURN, & the Fight to Save Our Wallets w/ Matt Corallo 1:09:56

3M ago1:09:56

1:09:56

Matt Corallo is an Open Source Engineer at Spiral, a long time Bitcoin Core contributor and Lightning dev. In this episode, we discuss the current state of Lightning: what's finally working, what UX breakthroughs are coming, and why 2024 might be the year lightning delivers. We also get into the risks of U.S. policy treating non-custodial services …

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How the State Captures Bitcoin w/ American HODL 1:11:46

3M ago1:11:46

1:11:46

American HODL is an OG Bitcoiner. In this episode, we explore how the state may co-opt Bitcoin not by banning it, but by absorbing it into public markets, enabling control through financial instruments like ETFs and convertible bonds. We also get into the rise of Bitcoin treasury companies, why Michael Saylor’s strategy is just the beginning, and t…

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The Debt Spiral, Stagflation & Why Bitcoin Wins w/ James Lavish 1:04:11

3M ago1:04:11

1:04:11

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. In this episode, we explore the fragility of the U.S. bond market, how sovereign credit ratings work, and why the U.S. is now priced by markets as a default risk on par with Greece. We discuss the structural privilege of the dollar as …

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ORANGE PILLING WALL STREET W/ Jack Mallers 1:47:29

3M ago1:47:29

1:47:29

Jack Mallers is the Founder and CEO of Strike, and the Co-Founder and CEO of 21. In this episode, we discuss the breakdown of the post-WWII monetary order, the consequences of the U.S. exporting dollars, and why the dollar’s global reserve status is becoming a liability rather than a strength. We also get into 21’s plan to take Bitcoin-native princ…

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THIS TIME IS DIFFERENT: BITCOIN, WALL STREET & ENERGY w/ Harry Sudock 1:04:48

3M ago1:04:48

1:04:48

Harry Sudock is SVP at CleanSpark, one of the largest publicly traded Bitcoin mining companies in the world. In this episode, we explore why Bitcoin mining is reshaping America’s energy landscape, the evolution of corporate Bitcoin strategy, and the game theory behind early adoption by individuals, companies, and nation states. We also get into how…

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Is the Fed Losing Control? W/ Matthew Mezinskis 1:27:48

3M ago1:27:48

1:27:48

Matthew Mezinskis is a macroeconomic researcher, host of the Crypto Voices podcast and creator of Porkopolis Economics. In this episode, we discuss fractional reserve banking, why it's controversial among Bitcoiners, the historical precedent for banking practices, and whether fractional reserve banking inherently poses systemic risks. We also get i…

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The True Cost of the Dollar Empire w/ Lyn Alden 1:07:52

4M ago1:07:52

1:07:52

Lyn Alden is a macro analyst, investment strategist and the author of Broken Money. In this episode, we discuss the structural imbalances underpinning the U.S. trade deficit and its link to the dollar’s status as the global reserve currency. We get into the mechanics of capital surpluses, why U.S. treasuries are at the heart of global liquidity, an…

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The OP_RETURN War: Who Controls Bitcoin w/ Bitcoin Mechanic 1:23:45

4M ago1:23:45

1:23:45

Bitcoin Mechanic is the Chief Boiling Officer at OCEAN. In this episode, we dive deep into the battle over OP_RETURN and Bitcoin node policy. Mechanic explains why arbitrary data like inscriptions and JPEGs represent an attack vector, how Core developers have responded, and why he believes filters are essential to protecting Bitcoin’s monetary use …

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$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate 1:16:09

4M ago1:16:09

1:16:09

Checkmate is an on-chain analyst and founder of Checkonchain. In this episode, we get into Bitcoin’s breakout back above $100k and what on-chain data reveals about who’s buying, who’s selling, and whether retail is finally showing up. We also discuss whether the Bitcoin cycles are over, how the global macro shift is influencing hard asset flows, an…

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The US Government Vs Bitcoin w/ Zack Shapiro 1:10:48

4M ago1:10:48

1:10:48

Zack Shapiro is a lawyer and Head of Policy at the Bitcoin Policy Institute. In this episode, we discuss the Samurai Wallet case, how the U.S. government is using outdated laws to target non-custodial Bitcoin tools — and why the outcome of this case could criminalise running a node or writing open-source Bitcoin code. We also discuss the DOJ’s “reg…

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OP_RETURN, Filters & Bitcoin’s Identity Crisis w/ Shinobi 1:05:23

4M ago1:05:23

1:05:23

Shinobi is the Technical Editor at Bitcoin Magazine. In this episode, we get into the latest "OP_RETURN war," exploring whether the debate is a cultural clash or a technical discussion about Bitcoin’s future. We discuss the origins of the OP_RETURN limit, how users are bypassing it, and the arguments for and against changing data limits. Shinobi la…

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BITCOIN IS HUMAN NATURE w/ Jesse Myers 1:17:02

4M ago1:17:02

1:17:02

Jesse Myers is the author of the Once in a Species newsletter. In this episode, we discuss why humanity’s obsession with scarce assets may be hardwired into our DNA and how this evolutionary trait could explain Bitcoin’s inevitable rise. We also get into how early humans monetised scarcity, why Homo sapiens may have outcompeted Neanderthals through…

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LIVE IN BEDFORD w/ Checkmate, Preston Pysh, Lawrence Lepard, James Lavish, Matt Pines & Alex Thorn 1:27:55

4M ago1:27:55

1:27:55

In this episode we have three sessions recorded live at CheatCode in Bedford. In the first session, Checkmate, Preston Pysh, and Alex Thorn break down the cracks in the fiat system, the rise of deglobalization, stablecoins, Bitbonds, and how Bitcoin and gold are emerging as neutral reserve assets. In the second session, Matthew Pines unpacks the gl…

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The End of Globalisation & The Rise of Bitcoin w/ Mark Moss 1:33:24

4M ago1:33:24

1:33:24

Mark Moss is an entrepreneur, investor, and host of the Mark Moss Show and Market Disruptors. In this episode, we discuss why Bitcoin could 10x over the next five years as well as the political and financial cycles converging to drive massive change. We also get into the collapse of global institutions like the World Economic Forum, the role of AI …

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BITCOIN: A TROJAN HORSE FOR FREEDOM w/ Alex Gladstein 1:35:16

4M ago1:35:16

1:35:16

Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and author of Check Your Financial Privilege, Hidden Repression and The Trojan Horse of Freedom. In this episode, we discuss whether Bitcoin’s adoption by governments and Wall Street threatens its original mission, the Trojan Horse theory of Bitcoin and why nation-state ado…

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BITCOIN IS WINNING w/ Matt Odell 1:52:58

4M ago1:52:58

1:52:58

Matt Odell is host of Citadel Dispatch, co-host of Rabbit Hole Recap, managing partner at Ten31 and co-founder of OpenSats and Bitcoin Park. In this episode, we discuss the risks of Bitcoin’s increasing financialisation, why only a small minority may ever use it as true “freedom money,” and whether Bitcoin is on track to become a global reserve cur…

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HAS BITCOIN ACTUALLY DONE ANYTHING? W/ Junseth 1:56:14

5M ago1:56:14

1:56:14

Junseth is the co-founder of the legendary Bitcoin Uncensored podcast and a longtime Bitcoiner. In this episode, we discuss whether Bitcoin has actually “done anything yet,” why financialisation might be both Bitcoin’s future and a serious threat, and how MicroStrategy’s could play a key role in that. We also get into the risks of leverage and ETFs…

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THE RISKS OF BITCOIN MINING CENTRALISATION w/ Bob Burnett 1:30:17

5M ago1:30:17

1:30:17

Bob Burnett is the Chairman and CEO of Barefoot Mining and board member of Ocean. In this episode, we discuss why the future of Bitcoin mining is about much more than just hashing, how control of block space could determine who holds true economic power in a Bitcoinised world, and why building from the bottom up — starting with energy production — …

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THE BIG PRINT IS COMING w/ Lawrence Lepard 1:18:47

5M ago1:18:47

1:18:47

Lawrence Lepard is an investment manager and author The Big Print, which covers the broken monetary system and how Bitcoin fixes this. In this episode, we discuss Trump’s tariffs, their real economic impact, and why Lawrence believes they could trigger a major market crash and sovereign debt crisis. We also discuss how the fiscal doom loop is accel…

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THE CASE FOR BITCOIN w/ Joe Bryan 1:45:03

5M ago1:45:03

1:45:03

Joe Bryan is a Bitcoin educator and the creator of What’s the Problem? In this episode, we discuss why our current system is rigged, how the hidden theft of inflation quietly corrodes everything from quality of life to trust in society, and why the “big red button” — the ability to print money — sits at the heart of so many global crises including …

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THE DOLLAR MILKSHAKE & BITCOIN w/ Brent Johnson 1:18:27

5M ago1:18:27

1:18:27

Brent Johnson is the CEO of Santiago Capital and the creator of the Dollar Milkshake Theory. In this episode, we discuss why the dollar may strengthen before it dies, how global debt markets rely on an insatiable demand for US dollars, and why Brent believes a global sovereign debt crisis will force a dramatic monetary reset. We get into the mechan…

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BITCOIN BRAIN MELT w/ Michael Dunworth 1:21:07

5M ago1:21:07

1:21:07

Michael Dunworth is an Australian entrepreneur and was one of the co-founders of Wyre, a Bitcoin payments and infrastructure provider established in 2013. In this episode, we discuss nation-states strategically acquiring Bitcoin, why the integration of Bitcoin mining into national energy strategies could become a key geopolitical advantage, and how…

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GAMESTOP, MICROSTRATEGY & THE FINANCIALIZATION OF BITCOIN w/ Peter Dunworth 1:14:54

5M ago1:14:54

1:14:54

Peter Dunworth is the Director of a multi-family office and is the co-founder of The Bitcoin Adviser. In this episode, we discuss why Bitcoin is the only asset that can recapitalise the financial system, why Peter believes Bitcoin could become a $100 trillion asset within a decade, why credit markets are ultimately a collateral problem, and why fin…

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QE, LIQUIDITY, BONDS & BITCOIN w/ Nik Bhatia 1:26:19

5M ago1:26:19

1:26:19

Nik Bhatia is the author of Layered Money and The Bitcoin Age. In this episode, we discuss the structure and evolution of the modern financial system, how banks run the world and why understanding liquidity is essential to grasping Bitcoin’s place in the world. We also get into the Eurodollar system, the coming end of quantitative tightening, the b…