BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton

Jeff Walton, former reinsurance broker turned Bitcoin thought leader, breaks down why Bitcoin treasury strategy companies are exploding—and what it means for the future of finance. From riding GameStop to the top to identifying asymmetric risk in traditional markets, Jeff reveals how a background in risk management led him to bet big on Bitcoin. In this episode, we explore why Bitcoin treasury companies are outperforming, how MicroStrategy rewrote the corporate playbook, and the difference between simply holding Bitcoin versus having a full-blown Bitcoin treasury strategy. Jeff unpacks why so-called "zombie companies" are pivoting to BTC, the biggest risks and red flags in this emerging space, and why he believes the future of capital markets will be built on Bitcoin.See omnystudio.com/listener for privacy information.

Brian Dixon, CEO at Off the Chain Capital, shares how investors are using Buffett-style value investing to outperform Bitcoin itself—focusing on discounted assets, protocol-layer dominance, and long-term theses. In this episode, we explore why the base layer is winning, how Bitcoin and AI are converging, and why sovereign wealth funds and institutions are quietly accumulating BTC. From Mount Gox claims to Bitcoin treasury plays, Brian breaks down the biggest asymmetric opportunities in crypto today—and what they signal about the future of money, markets, and global power.See omnystudio.com/listener for privacy information.

Alessandro Palombo is a global expert in citizenship strategy, residency optimization, and the intersection of Bitcoin and personal sovereignty. In this episode, we explore how high-net-worth individuals are navigating global uncertainty with a new playbook—leveraging Bitcoin and flag theory to unlock a permissionless life. We dig into how the rise of machine-driven economies, overreaching governments, and outdated governance structures are creating a new class divide: landlords vs. renters. Alessandro shares why now—especially if your net worth exceeds $1M—is the time to build your "freedom stack," diversify across jurisdictions, and secure optionality for you and your family. From Portugal’s Bitcoin-backed golden visa program to the evolution of Europe’s flat tax regimes, Alessandro breaks down actionable strategies for preserving wealth, accessing global mobility, and achieving true sovereignty in the AI age. Whether you're a Bitcoin believer, a sovereign individual in the making, or simply preparing for the future, this is a must-listen conversation.See omnystudio.com/listener for privacy information.

Jeff Park is a leading voice in macro investing and Head of Alpha Strategy at Bitwise Asset Management, where he explores how Bitcoin is transforming corporate finance. With a background spanning traditional finance and crypto innovation, Jeff brings deep insight into how Bitcoin is shifting capital markets, corporate treasuries, and the very nature of investing. In this episode, we dive into the rise of Bitcoin treasury strategies—and how they’re reshaping the financial landscape. Jeff unpacks the difference between companies simply holding Bitcoin and those architecting their business models around it. We explore why MicroStrategy’s playbook is being cloned globally, how financial engineering is creating new asset classes, and the role of volatility and transparency in modern capital structures. We also cover the evolution of Bitcoin-backed institutional lending, the tension between legacy credit systems and decentralized finance, and how new investors are aligning with Bitcoin-native values like sovereignty and transparency. Whether you're a macro investor, a Bitcoin believer, or just curious about the future of corporate finance, this conversation is a must-listen.See omnystudio.com/listener for privacy information.

We’re in the 6th wave of a 50-year tech cycle. Bitcoin, AI, and the markets are moving in lockstep—and there’s a playbook if you know the 4 phases. Every 50 years, normal people get the opportunity to become incredibly rich. And right now, we're 14 years into the next cycle. In the past we've had multiple examples of companies doing similar things... Intel went up 23,000%. Apple? 1.5 MILLION percent. Microsoft, 57,000%. But here's what nobody tells you about these legendary returns... they followed an exact pattern that's happening again right now. And most people are looking in completely the wrong place.See omnystudio.com/listener for privacy information.

We’re in the 6th wave of a 50-year tech cycle. Bitcoin, AI, and the markets are moving in lockstep—and there’s a playbook if you know the 4 phases. I’ll break it down live next week. Don’t miss it. ▶️ https://go.1markmoss.com/qwave-webina... _______________ Institutions have poured over $85b into Bitcoin so far in 2025, and BlackRock alone moved $4 billion in two weeks. But it wasn't into Ethereum, Solana, XRP, or any altcoin you've heard of.They're buying something completely different - real companies with real revenue that are outperforming Bitcoin by 300, 500 and even 1000%. And most retail investors don't even know this asset class exists.See omnystudio.com/listener for privacy information.

The Super Bull signal that only triggered twice in Bitcoin’s history... just flashed again. Each time it happened — in 2017 and 2020 — Bitcoin went on an exponential run. And based on the data, this time could be even more powerful. Most people won’t realize what’s happening until it’s too late. But if you understand this signal now, you can position before the crowd.See omnystudio.com/listener for privacy information.

Lyn Alden is a renowned macro strategist, the founder of LynAlden.com, and author of the best-selling book Broken Money. She offers in-depth research for both retail and institutional investors and also serves as a general partner at Ego Death Capital, a venture firm focused on early-stage Bitcoin infrastructure. In this episode, we explore how the U.S. financial system is unraveling from within—touching on everything from the collapse of American manufacturing, the hidden costs of maintaining dollar supremacy, and the inevitable trade-offs of reshoring production. Lyn breaks down the political and economic factions pushing for systemic change, why tariffs might be coming back in a big way, and how gold and Bitcoin could become neutral reserve assets in a multipolar world. Whether you’re a policy wonk or a curious investor, this conversation offers an unfiltered look at where the global financial system may be heading. https://www.lynalden.com/See omnystudio.com/listener for privacy information.

I used real estate to buy 10X more Bitcoin than most crypto investors ever will—and I'm about to show you exactly how I did it. Most people think you have to choose: real estate OR Bitcoin. But what if I told you that's the biggest wealth-building mistake you could make? There's actually a way to use real estate as a Bitcoin accelerator that most investors have never even heard of. We're talking about the difference between buying Bitcoin with leftover income versus having an endless money machine that feeds your Bitcoin stack every single month. One path keeps you broke, the other builds generational wealth. I've flipped over 100 properties, built $20 million in real estate projects, and owned 200+ rental units. Today I have sold all my rentals for Bitcoin, but... I still own an 8-figure real estate portfolio, and here's why...See omnystudio.com/listener for privacy information.

In this episode, I’m joined by Pete Rizzo—veteran Bitcoin journalist, Editor at Bitcoin Magazine, and host of the Supply Shock podcast. Known as the "Bitcoin Historian," Rizzo brings a rare depth of knowledge on Bitcoin’s origins, its ideological battles, and where it’s headed next. We dive into the hidden risks behind Bitcoin ETFs, how Wall Street might be quietly redefining the protocol, and why governance—not mining—may be the real battleground for Bitcoin’s future. If you think you understand Bitcoin, this conversation will challenge everything you thought you knew.See omnystudio.com/listener for privacy information.