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.
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@navigatethenois..
© Copyright Kane McGukin
Navigating Bitcoin's Noise
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- Amount of episodes
- 53
- Subscribers
- 1
- Verified
- Yes
- Website
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- No
- Episode type
- episodic
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- https://podvine.com/link/..
- Last upload date
- May 5, 2023
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- May 31, 2023 2:56 AM
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- WEEKLY
- Author
- Kane McGukin
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- Copyright Kane McGukin
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- EP42 Bitcoin Fundamentals with Trey Sellers from UnchainedWelcome 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/0 comments0
- EP41_P2_GuySwann: Nostr, Bitcoin and Taking 2 Steps Forward, 1 Step BackWelcome 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/0 comments0
- Navigating Bitcoin's Noise Apr 24 · 43m EP41_P1_GuySwann: Nostr, Bitcoin and Taking 2 Steps Forward, 1 Step BackWelcome 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/0 comments0
- EP40 Trent Dudenhoffer - Bitcoin Planning and the Future Financial AdvisorWelcome 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/_tdudenhoeffer0 comments0
- EP39_Part2_Peruvian Bull and The Dollar EndgameWelcome 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/0 comments0
- EP39_Part1_ PeruvianBull and The Dollar EndgameWelcome 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/0 comments0
- EP38: Joe Consorti on Cross Asset Correlations, Bitcoin Trading as Risk, and the Macro EnvironmentWelcome 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!0 comments0
- EP37: Namcios from Bitcoin Magazine on Self-Custody, Wallets, and Brazil's Bitcoin BillIn 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/namcios0 comments0
- Navigating Bitcoin's Noise Jan 6 · 40m EP36_Bobby Shell - Voltage's Lightning Infrastructure For BusinessesIn 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/0 comments0
- EP35.P2 Mark Moss - Crypto Scams, Bitcoin as a Banking Bridge, and The UnCommunist ManifestoIn 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/B0798WR5WQ0 comments0
- EP35.P1 Mark Moss - Crypto Scams, Bitcoin as a Banking Bridge, and The UnCommunist ManifestoIn 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/B0798WR5WQ0 comments0
- EP34_Timothy Peterson Comparing Bear Markets, Recession Data, and Bretton Woods 2.0 with BitcoinIn 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/0 comments0
- 33.P2.Pablo Fernandez_The Fundamentals Of The Lightning NetworkIn 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/pablof7z0 comments0
- 33.P1.Pablo Fernandez_The Fundamentals of The Lightning NetworkIn 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/pablof7z0 comments0
- Navigating Bitcoin's Noise Oct 5 · 41m 32.P2.David Foley of EMA - Leverage - Bitcoin's CDO^2 MomentIn 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/0 comments0
- 32.P1.David Foley of EMA - Leverage - Bitcoin's CDO^2 MomentIn 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/0 comments0
- EP31-P2 - Sam Callahan Of Swan Bitcoin on Central Banks and The BIS View on Bitcoin and CryptoIn 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/0 comments0
- EP31-P1- Sam Callahan Of Swan Bitcoin on Central Banks and The BIS View on Bitcoin and CryptoIn 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/0 comments0
- EP30_Jogi_The Exponential Growth And Distribution Curve of BitcoinIn 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_yf7ShClJw0 comments0
- EP29(Part2)James Lavish On Institutional Appetite For Bitcoin, Shorting BTC, Yields, And RecessionIn 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/0 comments0
- Navigating Bitcoin's Noise Aug 5 · 36m EP29(Part1)James Lavish On Institutional Appetite For Bitcoin, Shorting BTC, Yields, And RecessionIn 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/0 comments0
- EP28_Part 2_Epsilon Theory's Ben Hunt - On Wall Street, And Why Washington Isn't Out to Ban BitcoinIn 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-1/0 comments0
- EP28_Part 1_Epsilon Theory's Ben Hunt - On Wall Street, And Why Washington Isn't Out to Ban BitcoinIn 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-1/0 comments0
- EP27_Jeff Ross - The Macro View - Bitcoin's Future Potential As A Major Asset ClassIn 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/0 comments0
- EP26 (Part 2) - Checkmate From Glassnode - An Engineer's Approach To Bitcoin On-Chain Data SignalsIn 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/2147190 comments0
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