Videos

In this episode, I chat with Samson Mow, CEO of Jan3, longtime Bitcoiner, and a key voice in nation-state Bitcoin adoption, about the heated Core vs. KNOTS debate. If you want a clear, no-BS walk through the current discourse, plus practical takeaways for node runners, this episode is for you. ––– Support My Work ––– Paypal: https://www.paypal.biz/BitcoinMatrix Strike/Bitcoin: BitcoinMatrix@strike.me Cash App: https://cash.app/$BitcoinMatrix Venmo: https://venmo.com/u/bitcoinmatrix PO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231 ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Samson Mow on X: https://x.com/Excellion ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:10 - Emergency session: Core vs. KNOTS setup 03:20 - Price cycles, “omega candles,” and diminishing returns vibes 04:55 - What is Bitcoin Core? Reference client, dominance, and risks 07:30 - Who counts as a “Core contributor”? Roles and influence 09:45 - Origins of the rift: policy, process, and trust fractures 12:05 - OpReturn explained: what v30 changes could enable 14:20 - Spam or not? Ordinals, data storage, and native Bitcoin use 18:15 - Standards vs. censorship: what filters actually signal 21:50 - Fees as a filter, block weight, and unit-economics after SegWit 29:10 - Ffunding,and the echo-chamber risk 37:20 - Will Core v30 ship? KNOTS growth, and ossification paths 42:15 - Why three major implementations might be healthiest 47:40 - Parting advice: run a node and stay vigilant DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos. Disclaimer INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability. 1:0:05

In this episode, I chat with Samson Mow, CEO of Jan3, longtime Bitcoiner, and a key voice in nation-state Bitcoin adoption, about the heated Core vs. KNOTS debate.

If you want a clear, no-BS walk through the current discourse, plus practical takeaways for node runners, this episode is for you.

––– Support My Work –––

Paypal: https://www.paypal.biz/BitcoinMatrix
Strike/Bitcoin: BitcoinMatrix@strike.me
Cash App: https://cash.app/$BitcoinMatrix
Venmo: https://venmo.com/u/bitcoinmatrix
PO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Samson Mow on X: https://x.com/Excellion

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Intro
01:10 - Emergency session: Core vs. KNOTS setup
03:20 - Price cycles, “omega candles,” and diminishing returns vibes
04:55 - What is Bitcoin Core? Reference client, dominance, and risks
07:30 - Who counts as a “Core contributor”? Roles and influence
09:45 - Origins of the rift: policy, process, and trust fractures
12:05 - OpReturn explained: what v30 changes could enable
14:20 - Spam or not? Ordinals, data storage, and native Bitcoin use
18:15 - Standards vs. censorship: what filters actually signal
21:50 - Fees as a filter, block weight, and unit-economics after SegWit
29:10 - Ffunding,and the echo-chamber risk
37:20 - Will Core v30 ship? KNOTS growth, and ossification paths
42:15 - Why three major implementations might be healthiest
47:40 - Parting advice: run a node and stay vigilant

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos.

Disclaimer
INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability.

131 48

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLkxEV2VuN1lIdXJV

"THEY ARE COMPROMISED": Samson Mow Shuts It Down Once and For All

The Bitcoin Matrix Podcast 12 hours ago

In this episode, I chat with Trace Mayer, early Bitcoin investor and the mind behind the Seven Network Effects, about monetary sovereignty and the ideas that shaped Bitcoin culture. We dive into his rabbit-hole journey from gold to Bitcoin, debates from the block size wars, why “proof of keys” still matters, and how time preference and family tie into sound money. If you want a masterclass in first-principles Bitcoin thinking with historical and philosophical depth, this episode is for you. Support My Work Paypal: https://www.paypal.biz/BitcoinMatrix Strike/Bitcoin: BitcoinMatrix@strike.me Cash App: https://cash.app/$BitcoinMatrix Venmo: https://venmo.com/u/bitcoinmatrix PO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231 ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Trace Mayer on X: https://x.com/TraceMayer ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:18 - Trace’s rabbit-hole origins 04:00 - Digital gold currencies & early “sound money” online  11:24 - Austrian deep dive: Mises, Rothbard & building a “proof-of-work” mind 13:31 - When the dots clicked: entering Bitcoin as a monetary-sovereignty maxi  18:21 - Bitcoin at 25¢: early evangelism, Keiser/Schiff, Ron Paul trail  21:10 - “Tangible, not corporeal”: precious numbers vs precious atoms  28:18 - Stock-to-flow & Bitcoin’s hardness argument (early public mentions) 32:01 - Money & family: time preference, children, and society’s horizon  38:45 - Nations, gold repricing, and why the U.S. advantage may persist  43:20 - Inside the Blocksize Wars: uncertainty, secession & antifragility  55:09 - Is Bitcoin a store of value? 58:29 - Proof of Keys: origin story, purpose & January 3rd culture  1:00:56 - The Seven Network Effects 1:05:01 - Global adoption, tax code, and Bitcoin’s persistence  1:07:12 - “Bitcoin changes you” & personal sacrifices  1:20:47 - Lessons from WWII & proof of work in life  1:22:05 - Closing thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos. Disclaimer INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability. 1:23:20

In this episode, I chat with Trace Mayer, early Bitcoin investor and the mind behind the Seven Network Effects, about monetary sovereignty and the ideas that shaped Bitcoin culture. We dive into his rabbit-hole journey from gold to Bitcoin, debates from the block size wars, why “proof of keys” still matters, and how time preference and family tie into sound money.

If you want a masterclass in first-principles Bitcoin thinking with historical and philosophical depth, this episode is for you.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Trace Mayer on X: https://x.com/TraceMayer

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Intro
01:18 - Trace’s rabbit-hole origins
04:00 - Digital gold currencies & early “sound money” online 
11:24 - Austrian deep dive: Mises, Rothbard & building a “proof-of-work” mind
13:31 - When the dots clicked: entering Bitcoin as a monetary-sovereignty maxi 
18:21 - Bitcoin at 25¢: early evangelism, Keiser/Schiff, Ron Paul trail 
21:10 - “Tangible, not corporeal”: precious numbers vs precious atoms 
28:18 - Stock-to-flow & Bitcoin’s hardness argument (early public mentions)
32:01 - Money & family: time preference, children, and society’s horizon 
38:45 - Nations, gold repricing, and why the U.S. advantage may persist 
43:20 - Inside the Blocksize Wars: uncertainty, secession & antifragility 
55:09 - Is Bitcoin a store of value?
58:29 - Proof of Keys: origin story, purpose & January 3rd culture 
1:00:56 - The Seven Network Effects
1:05:01 - Global adoption, tax code, and Bitcoin’s persistence 
1:07:12 - “Bitcoin changes you” & personal sacrifices 
1:20:47 - Lessons from WWII & proof of work in life 
1:22:05 - Closing thoughts

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

417 98

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLkF5NFhvT0pqbW5B

BITCOIN vs NATIONS: Why Countries Will Collapse First

The Bitcoin Matrix Podcast September 8, 2025 10:00 am

Michael Saylor explains why Bitcoin outclasses “digital energy”, and what that means for value, money, and the internet. We dive into the 21 million cap, stock-to-flow, and the difference between commodities and scarcity. This is a clip from my full episode with Saylor recorded 2 years ago. Watch the full thing here: https://www.youtube.com/watch?v=Z6dulPLx3Xo&t=1688s ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Digital energy vs. digital scarcity 00:28 - Energy has value but isn’t scarce 00:47 - Oil as commodity, value vs. cap 01:09 - Scarcity beats energy; fusion thought experiment 02:00 - Value in cyberspace vs. real world 03:00 - Moving value on L1, Lightning (L2), and beyond 04:00 - Money’s commodity roots through history 04:34 - Bitcoin’s stock-to-flow idea 05:29 - Bitcoin as best digital money, beyond commodity 06:22 - Why “scarcity” is a precise noun, not hype 07:00 - Misreading L1 speed vs. upper layers 08:00 - From billions to trillions in cyberspace 08:19 - First successful digital commodity & scarcity 08:53 - Coupons vs. energy: credit is not substance 09:14 - Securities, claims, and counterparty risk DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 9:48

Michael Saylor explains why Bitcoin outclasses “digital energy”, and what that means for value, money, and the internet. We dive into the 21 million cap, stock-to-flow, and the difference between commodities and scarcity.

This is a clip from my full episode with Saylor recorded 2 years ago. Watch the full thing here: https://www.youtube.com/watch?v=Z6dulPLx3Xo&t=1688s

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Digital energy vs. digital scarcity
00:28 - Energy has value but isn’t scarce
00:47 - Oil as commodity, value vs. cap
01:09 - Scarcity beats energy; fusion thought experiment
02:00 - Value in cyberspace vs. real world
03:00 - Moving value on L1, Lightning (L2), and beyond
04:00 - Money’s commodity roots through history
04:34 - Bitcoin’s stock-to-flow idea
05:29 - Bitcoin as best digital money, beyond commodity
06:22 - Why “scarcity” is a precise noun, not hype
07:00 - Misreading L1 speed vs. upper layers
08:00 - From billions to trillions in cyberspace
08:19 - First successful digital commodity & scarcity
08:53 - Coupons vs. energy: credit is not substance
09:14 - Securities, claims, and counterparty risk

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

60 24

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLkZoZzBqZE5EaVg4

Michael Saylor EXPOSES the Hidden Power in Bitcoin’s Cap—It’s NOT What You Think!

The Bitcoin Matrix Podcast August 29, 2025 12:42 pm

Jesse Myers dives into his bold thesis that these firms might ultimately hold half of all Bitcoin, a scenario he sketches using long‑range targets like $13M per coin and a finance world reshaped around that reality. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Who Will Buy the Next Trillions in Bitcoin? 01:14 - Treasury Companies as Capital Conduits 03:00 - Could They Accumulate Half of All Bitcoin? 04:00 - Why the U.S. Needs Bitcoin to Support Treasury Demand 05:19 - The Pain of Traditional Convertible Notes 06:57 - Enter STRIKE, STRIFE, STRIDE, and STRETCH 08:49 - Will Bitcoin Treasury Firms Issue Stablecoins? 11:33 - Rebuilding the Yield Curve with Bitcoin-Backed Products 13:28 - The S-Curve of Full Bitcoin Monetization DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 13:56

Jesse Myers dives into his bold thesis that these firms might ultimately hold half of all Bitcoin, a scenario he sketches using long‑range targets like $13M per coin and a finance world reshaped around that reality.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Who Will Buy the Next Trillions in Bitcoin?
01:14 - Treasury Companies as Capital Conduits
03:00 - Could They Accumulate Half of All Bitcoin?
04:00 - Why the U.S. Needs Bitcoin to Support Treasury Demand
05:19 - The Pain of Traditional Convertible Notes
06:57 - Enter STRIKE, STRIFE, STRIDE, and STRETCH
08:49 - Will Bitcoin Treasury Firms Issue Stablecoins?
11:33 - Rebuilding the Yield Curve with Bitcoin-Backed Products
13:28 - The S-Curve of Full Bitcoin Monetization

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

122 8

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLlRiVDRqMzhya2NB

They Will Hold 50% of ALL Bitcoin supply (Here's How)

The Bitcoin Matrix Podcast August 19, 2025 10:50 am

In this episode, I chat with Jesse Myers, aka “Croesus” on X, a Bitcoin strategy advisor and former co-founder of OnRamp Bitcoin. With an MBA from Stanford and experience at Bain & Company, Jesse is now leading Bitcoin strategy at SmarterWeb and advising UTXO Management. We dive deep into the rise of Bitcoin treasury companies—how they’re reshaping capital markets, unlocking trapped fiat, and potentially becoming the most valuable companies in the world. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Jesse Myers on X: https://x.com/Croesus_BTC ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 – Intro 01:05 –Jesse Myers: background and focus 03:12 – Why Bitcoin treasury companies? The “elephant in the room” 04:05 – From maxi to treasuries: the journey and mindset shift 10:08 – Paying a premium for Bitcoin yield vs spot Bitcoin 14:00 – Small-cap dynamics: high MNAV bands in hypergrowth 16:24 – Meta Planet example: growing into the premium in 0.4 years 17:35 – Portfolio framing: cold storage vs risk capital slice 18:40 – Global thesis: a leader in each capital market 20:02 – New industry lens: BTC treasuries as conduits for trapped capital 23:05 – Endgame vision: refiners that hoover global fixed income 25:22 – “Is this a Ponzi?” Addressing the core critique 28:05 – Centralization tradeoffs and why cold storage still matters 32:05 – Smarter Web snapshot: 2,050 BTC, no debt, NAV lens 34:25 – Risk management: leverage across lifecycle stages 38:10 – UK context: no ETF access, retirement money tailwind 43:18 – Could BTC treasuries hold half of all Bitcoin? 48:40 – Will BTC treasuries issue stablecoins or partner on them? 52:20 – M&A and distress cycles among BTC treasuries 55:05 – Why Apple/Microsoft won’t be first movers 58:50 – Fundamentals vs price: adding BTC while prices consolidate 1:02:22 – Volatility as vitality vs TradFi’s downside skew 1:04:45 – Mindset shift: humans are volatile, Bitcoin is programmatic 1:05:40 – Closing thoughts DISCLAIMER: All views and opinions in this episode are not financial advice. Always do you own research. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 1:14:44

In this episode, I chat with Jesse Myers, aka “Croesus” on X, a Bitcoin strategy advisor and former co-founder of OnRamp Bitcoin. With an MBA from Stanford and experience at Bain & Company, Jesse is now leading Bitcoin strategy at SmarterWeb and advising UTXO Management.

We dive deep into the rise of Bitcoin treasury companies—how they’re reshaping capital markets, unlocking trapped fiat, and potentially becoming the most valuable companies in the world.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Jesse Myers on X: https://x.com/Croesus_BTC

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 – Intro
01:05 –Jesse Myers: background and focus
03:12 – Why Bitcoin treasury companies? The “elephant in the room”
04:05 – From maxi to treasuries: the journey and mindset shift
10:08 – Paying a premium for Bitcoin yield vs spot Bitcoin
14:00 – Small-cap dynamics: high MNAV bands in hypergrowth
16:24 – Meta Planet example: growing into the premium in 0.4 years
17:35 – Portfolio framing: cold storage vs risk capital slice
18:40 – Global thesis: a leader in each capital market
20:02 – New industry lens: BTC treasuries as conduits for trapped capital
23:05 – Endgame vision: refiners that hoover global fixed income
25:22 – “Is this a Ponzi?” Addressing the core critique
28:05 – Centralization tradeoffs and why cold storage still matters
32:05 – Smarter Web snapshot: 2,050 BTC, no debt, NAV lens
34:25 – Risk management: leverage across lifecycle stages
38:10 – UK context: no ETF access, retirement money tailwind
43:18 – Could BTC treasuries hold half of all Bitcoin?
48:40 – Will BTC treasuries issue stablecoins or partner on them?
52:20 – M&A and distress cycles among BTC treasuries
55:05 – Why Apple/Microsoft won’t be first movers
58:50 – Fundamentals vs price: adding BTC while prices consolidate
1:02:22 – Volatility as vitality vs TradFi’s downside skew
1:04:45 – Mindset shift: humans are volatile, Bitcoin is programmatic
1:05:40 – Closing thoughts

DISCLAIMER: All views and opinions in this episode are not financial advice. Always do you own research.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

405 148

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLkpRQV9MbUx1YUZB

Is This The Future Of Bitcoin?

The Bitcoin Matrix Podcast August 11, 2025 10:30 am

In this episode, I chat with Scott Dedels, co-CEO of Block Reward, host of the Block Reward Podcast, and author of The Dao of Bitcoin: Towards a Cosmology of Energy Money. Together, we dive deep into the nature of time, monetary entropy, and Bitcoin’s role in reshaping our collective experience. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Scott Dedels on X: https://x.com/LanternBitcoin ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:05 - Welcoming Scott Back! 06:05 – Bitcoin Alive 2025: The Value of Time 11:20 – Time, Money & Energy: The Fiat Trap 17:05 – Interstellar, Halvings & Bitcoin as a Clock 22:35 – Perception of Time & Sending Bitcoin to the Future 28:05 – The Tyranny of the Clock & Mechanical Time 33:20 – Consciousness, Dopamine & Fiat Anxiety 37:35 – Arrival, 4D Time & Transcending Linear Perception 43:05 – Housing, Real Estate & Fiat Distortions 48:50 – Architecture as a Time Capsule 53:35 – Utopian vs. Dystopian Sci-Fi & Collective Imagination 59:05 – Entropy: Thermodynamics, Information & Fiat Disorder 01:05:05 – Triunity: Time, Energy, Value in Bitcoin 01:11:05 – Bitcoin: Durable Across Time & Space 01:18:05 – Subjective Time & Caves Without Clocks 01:23:05 – Time as a Wealth Multiplier 01:25:05 – Freeing the Mind from Fiat Stress 01:27:05 – The Hundred Monkeys & Synchronizing Consciousness ⸻ Produced by https://x.com/nillistudio DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 1:34:32

In this episode, I chat with Scott Dedels, co-CEO of Block Reward, host of the Block Reward Podcast, and author of The Dao of Bitcoin: Towards a Cosmology of Energy Money. Together, we dive deep into the nature of time, monetary entropy, and Bitcoin’s role in reshaping our collective experience.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Scott Dedels on X: https://x.com/LanternBitcoin

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Intro
01:05 - Welcoming Scott Back!
06:05 – Bitcoin Alive 2025: The Value of Time
11:20 – Time, Money & Energy: The Fiat Trap
17:05 – Interstellar, Halvings & Bitcoin as a Clock
22:35 – Perception of Time & Sending Bitcoin to the Future
28:05 – The Tyranny of the Clock & Mechanical Time
33:20 – Consciousness, Dopamine & Fiat Anxiety
37:35 – Arrival, 4D Time & Transcending Linear Perception
43:05 – Housing, Real Estate & Fiat Distortions
48:50 – Architecture as a Time Capsule
53:35 – Utopian vs. Dystopian Sci-Fi & Collective Imagination
59:05 – Entropy: Thermodynamics, Information & Fiat Disorder
01:05:05 – Triunity: Time, Energy, Value in Bitcoin
01:11:05 – Bitcoin: Durable Across Time & Space
01:18:05 – Subjective Time & Caves Without Clocks
01:23:05 – Time as a Wealth Multiplier
01:25:05 – Freeing the Mind from Fiat Stress
01:27:05 – The Hundred Monkeys & Synchronizing Consciousness

⸻
Produced by https://x.com/nillistudio

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

86 72

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLjdLei1OUmtQQ3RZ

Time, Energy, Money: How Bitcoin Rewrites Reality

The Bitcoin Matrix Podcast August 4, 2025 10:30 am

In this episode, I chat with Stephan Livera, Bitcoin educator, host of the Stephan Livera Podcast, and advisor at Bold Bitcoin. We explore his journey of escaping the lockdowns in Australia to build a new life in Dubai, and how his libertarian values and understanding of Bitcoin economics shaped that decision. Stephan also shares his thoughts on cycles, proof of reserves, the role of stablecoins, and the long-term outlook for hyperbitcoinization. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Stephan Livera on X: https://x.com/stephanlivera ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:09 - Escaping Australia and the Birth of a New Life in Dubai 06:34 - How Bitcoin and Libertarianism Shaped Stephan’s Exit 12:09 - Feeling Disconnected from Home and Becoming a Global Citizen 16:24 - The Allure of Dubai and Its Strategic Advantages 18:54 - Bitcoin Core vs. Knots, Ordinals, and Relay Filters 23:09 - Consensus vs. Policy and Mining Centralization Risks 28:09 - Core Development, Multiple Implementations, and GitHub Controversy 32:34 - Bitcoin Core Funding and Developer Incentives 35:54 - Bitcoin Treasury Companies and Fiat Arbitrage Opportunities 40:09 - Understanding Risk and the Premium to NAV Debate 45:29 - Global Perspectives: Trapped Capital, Arbitrage, and Institutional Flows 49:49 - The Future of Treasury Companies and Their Evolution 55:09 - Nation-State Adoption and Libertarian Reflections 58:24 - Market Cycles, Future Peaks, and Drawdowns 01:04:49 - Is It Too Late to Stack? Advice for Friends and Family 01:07:54 - Inflation, Recess from the Rulers, and the Tether Debate 01:11:03 - Seven Years of Bitcoin Podcasting: What Keeps Stephan Going 01:12:28 - Aha Moments, Power Laws, and the Path to Hyperbitcoinization DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. Produced by nilli studio (https://x.com/nillistudio) I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 1:14:41

In this episode, I chat with Stephan Livera, Bitcoin educator, host of the Stephan Livera Podcast, and advisor at Bold Bitcoin. We explore his journey of escaping the lockdowns in Australia to build a new life in Dubai, and how his libertarian values and understanding of Bitcoin economics shaped that decision.

Stephan also shares his thoughts on cycles, proof of reserves, the role of stablecoins, and the long-term outlook for hyperbitcoinization.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Stephan Livera on X: https://x.com/stephanlivera

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Intro
01:09 - Escaping Australia and the Birth of a New Life in Dubai
06:34 - How Bitcoin and Libertarianism Shaped Stephan’s Exit
12:09 - Feeling Disconnected from Home and Becoming a Global Citizen
16:24 - The Allure of Dubai and Its Strategic Advantages
18:54 - Bitcoin Core vs. Knots, Ordinals, and Relay Filters
23:09 - Consensus vs. Policy and Mining Centralization Risks
28:09 - Core Development, Multiple Implementations, and GitHub Controversy
32:34 - Bitcoin Core Funding and Developer Incentives
35:54 - Bitcoin Treasury Companies and Fiat Arbitrage Opportunities
40:09 - Understanding Risk and the Premium to NAV Debate
45:29 - Global Perspectives: Trapped Capital, Arbitrage, and Institutional Flows
49:49 - The Future of Treasury Companies and Their Evolution
55:09 - Nation-State Adoption and Libertarian Reflections
58:24 - Market Cycles, Future Peaks, and Drawdowns
01:04:49 - Is It Too Late to Stack? Advice for Friends and Family
01:07:54 - Inflation, Recess from the Rulers, and the Tether Debate
01:11:03 - Seven Years of Bitcoin Podcasting: What Keeps Stephan Going
01:12:28 - Aha Moments, Power Laws, and the Path to Hyperbitcoinization

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

Produced by nilli studio (https://x.com/nillistudio)

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

90 39

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLkZsdjVhd1NRal9z

Paper Bitcoin or not, Bitcoin is going to $10 Million (Here's Why)

The Bitcoin Matrix Podcast July 28, 2025 10:00 am

In this episode, I chat with Mandrik, a legendary Bitcoin OG who’s been around since 2011. He shares deep honest reflections on proof of work, health and hardship. We talk about what it was like working customer support during Mt. Gox, the emotional impact of long bear markets, and why kindness, consistency, and situational awareness matter. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Mandrik on X: https://x.com/Mandrik • Mandrik on Nostr: npub1qex7yjtuucs6ac49kjujdgytrjsphn5a4pdscu2w3qlprym4zsxqfz82qk ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:08 - Mandrik: Bitcoin OG & Baklava Boss 04:30 - Freedom, Cash Traps & the Baklava Origin Story 08:30 - Cooking Roots: Diners, Grandmas & Fat Kid Energy 12:30 - Keto in 2011, Divorce & the First Bite of Baklava in 13 Years 17:00 - Health Journey, Delayed Gratification & Bitcoin Parallels 21:00 - Captain Crunch, Crunchberries & Hedonic Burnout 25:30 - Tweets of Struggle: Pushing Through the Pain 30:00 - Scrubbing Toilets Over Fiat: Escaping a Dead-End Job 34:30 - Closed Loop Bitcoin Economy in New Hampshire 39:00 - Cooking at Porkfest, Meeting Bitcoiners Through Food 43:30 - Jump to Blockchain.info & Early Bitcoin Startup Chaos 48:00 - Startup Grind, Family Balance & 24/7 Bitcoin Life 52:30 - Meaningful Work vs. Mediocre Office Jobs 56:30 - 4 AM Mornings, Short Sleepers & Existential Impact 1:01:00 - Walking, Sunrises & Psychopath Hour Reflections 1:05:30 - The Power of Kindness, Random Compliments & Awareness 1:10:00 - Feeding the Homeless: Lessons from Dad’s Diner 1:14:30 - Situational Awareness & Travel Safety 1:19:00 - Bacon Weave Sandwiches & Caitlin Long’s Memory 1:23:30 - Feeding the Masses: Deep Fried Everything 1:28:00 - Mandrik’s Roots: Nicknames, Gaming & Identity 1:32:30 - Toilets & Baklava: Humble Bitcoin Beginnings 1:37:00 - Getting Paid in Bitcoin for “Low Status” Work 1:41:00 - Advice to the Young: Take the Risk While You Can DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 1:44:16

In this episode, I chat with Mandrik, a legendary Bitcoin OG who’s been around since 2011. He shares deep honest reflections on proof of work, health and hardship.

We talk about what it was like working customer support during Mt. Gox, the emotional impact of long bear markets, and why kindness, consistency, and situational awareness matter.

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest –––

• Mandrik on X: https://x.com/Mandrik
• Mandrik on Nostr: npub1qex7yjtuucs6ac49kjujdgytrjsphn5a4pdscu2w3qlprym4zsxqfz82qk


––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Intro
01:08 - Mandrik: Bitcoin OG & Baklava Boss
04:30 - Freedom, Cash Traps & the Baklava Origin Story
08:30 - Cooking Roots: Diners, Grandmas & Fat Kid Energy
12:30 - Keto in 2011, Divorce & the First Bite of Baklava in 13 Years
17:00 - Health Journey, Delayed Gratification & Bitcoin Parallels
21:00 - Captain Crunch, Crunchberries & Hedonic Burnout
25:30 - Tweets of Struggle: Pushing Through the Pain
30:00 - Scrubbing Toilets Over Fiat: Escaping a Dead-End Job
34:30 - Closed Loop Bitcoin Economy in New Hampshire
39:00 - Cooking at Porkfest, Meeting Bitcoiners Through Food
43:30 - Jump to Blockchain.info & Early Bitcoin Startup Chaos
48:00 - Startup Grind, Family Balance & 24/7 Bitcoin Life
52:30 - Meaningful Work vs. Mediocre Office Jobs
56:30 - 4 AM Mornings, Short Sleepers & Existential Impact
1:01:00 - Walking, Sunrises & Psychopath Hour Reflections
1:05:30 - The Power of Kindness, Random Compliments & Awareness
1:10:00 - Feeding the Homeless: Lessons from Dad’s Diner
1:14:30 - Situational Awareness & Travel Safety
1:19:00 - Bacon Weave Sandwiches & Caitlin Long’s Memory
1:23:30 - Feeding the Masses: Deep Fried Everything
1:28:00 - Mandrik’s Roots: Nicknames, Gaming & Identity
1:32:30 - Toilets & Baklava: Humble Bitcoin Beginnings
1:37:00 - Getting Paid in Bitcoin for “Low Status” Work
1:41:00 - Advice to the Young: Take the Risk While You Can

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

85 26

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLklTSExmbkNmTXdz

21 Life Lessons from an 14-Year Bitcoin Veteran

The Bitcoin Matrix Podcast July 21, 2025 10:30 am

Jeff Walton, a relentless Bitcoin and MicroStrategy bull with a deep background in options trading and long-term asset strategies. We dive into Jeff’s conviction that MicroStrategy could hit a $1 trillion market cap by 2025 and why he’s going “irresponsibly long” on the trade. Note: This was recorded on January 19, 2025. Check out the full episode here: https://www.youtube.com/watch?v=U56M5wemXsQ ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Living on a MicroStrategy Standard 01:18 - Long-Term Holding & Covered Calls 02:34 - Should MicroStrategy Avoid Stock Splits? 03:19 - Layered Bitcoin Strategies with MSTR 04:21 - Navigating Tax Implications 05:06 - Buy, Borrow, Die: Wealth Strategy Explained 06:27 - Collateral Infrastructure for Bitcoin vs MSTR 07:02 - $100,000 MSTR & ETF Bid Pressure 08:00 - Diamond Hands & Option Yield Strategies 08:42 - Who’s Actually Trading MicroStrategy? 09:02 - MSTR to $1 Trillion and Market Reactions DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! 9:41

Jeff Walton, a relentless Bitcoin and MicroStrategy bull with a deep background in options trading and long-term asset strategies. We dive into Jeff’s conviction that MicroStrategy could hit a $1 trillion market cap by 2025 and why he’s going “irresponsibly long” on the trade.

Note: This was recorded on January 19, 2025.

Check out the full episode here: https://www.youtube.com/watch?v=U56M5wemXsQ

––– Offers & Discounts –––

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Socials –––

• Check out our new website at https://TheBitcoinMatrix.Com
• Follow Cedric Youngelman on X: https://x.com/cedyoungelman
• Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
• Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 - Living on a MicroStrategy Standard
01:18 - Long-Term Holding & Covered Calls
02:34 - Should MicroStrategy Avoid Stock Splits?
03:19 - Layered Bitcoin Strategies with MSTR
04:21 - Navigating Tax Implications
05:06 - Buy, Borrow, Die: Wealth Strategy Explained
06:27 - Collateral Infrastructure for Bitcoin vs MSTR
07:02 - $100,000 MSTR & ETF Bid Pressure
08:00 - Diamond Hands & Option Yield Strategies
08:42 - Who’s Actually Trading MicroStrategy?
09:02 - MSTR to $1 Trillion and Market Reactions

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

529 54

YouTube Video VVVXbGw5UnlUY3hzQmZISGUwOU8yczJBLmg0eHZuUXdvWms4

Living on a MicroStrategy Standard: Insane or Genius?

The Bitcoin Matrix Podcast July 17, 2025 12:32 pm

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Cedric Youngelman

Host

The Bitcoin Matrix Podcast

Business | Technology | Investing

Let’s explore Bitcoin, the future of money and the social, cultural, economical and philosophical implications of this new technology. Hosted by Cedric Youngelman.