Skip to content
Log in Join free
BTC Sessions cover art

Ben Perrin

BTC Sessions

A Technology podcast Explicit

#51 in Technology · 🇦🇪 #74 in Technology · 🇨🇦
Good podcast? Give it some love!

About the show

Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!

Newest episodes

Economic Hitman Exposes The Playbook Being Run On The World Right Now | Dixon & Perkins

1 hr 11 min

Mentor Sessions EP 111: John Perkins & Simon Dixon on the Nvidia Regime Change, the Economic Hitman Playbook, El Salvador & Who Really Runs the World Hours before Nvidia's board met to decide Jensen Huang's fate, Simon Dixon called Nvidia "the easiest company to regime change." He holds 2 to 3% of the shares and no super voting rights, and Simon is deeply suspicious that the spy story we're being told is the real story. Sitting next to him is John Perkins, author of Confessions of an Economic Hitman, who was trained in exactly the kind of leverage now making headlines. Perkins explains how his job was to bury resource-rich countries in debt until they voted the way Washington wanted, and why China's economic hitmen are now beating America at its own game. Simon picks up where John left off: loading companies with debt, installing boards, and the super-majority voting structures that decide which CEOs can be removed. For the first time publicly, he tells the story of economic hitmen joining his table in El Salvador, playing back a recording of his private meeting, and the IMF refinancing the volcano bond out of existence. From the Strait of Hormuz to the petrodollar, from Epstein to AI, this is a map of who the politicians actually work for, and why both men believe the real battle now is digital sovereignty: your own keys, your own data, your own money. ⏱️ Timestamps: 0:00 - Intro 1:18 - Economic Hitman Playbook Deployed Worldwide Today 2:50 - China's Belt And Road Versus US Debt Strategy 5:18 - Investment Banking Role In Debt And Corporate Control 7:35 - Operation Ajax 2.0 Targeting The Petrodollar 9:15 - Decade Working In Iran And Strait Of Hormuz 11:31 - Finance Now Directs The Military Industrial Complex 16:19 - Venezuela Regime Change And Oil Company Interests 18:08 - Greenland Grab And Epstein Intelligence Connections 20:15 - Nvidia Spy Scandal And How Hitmen Are Trained 25:45 - Who Profits From Ukraine Syria And Hormuz Conflicts 31:37 - Nvidia Is The Easi...

"The Safest Way To Use A Computer Is To Never Turn It On" | Jameson Lopp

1 hr 0 min

Mentor Sessions EP 110: Jameson Lopp on AI Cyberattacks, Security Debt, Multisig Self-Custody & Wrench Attacks Jameson Lopp, co-founder and Chief Security Officer of Casa, says the safest way to use a computer is to never turn it on. With Binance losing $6.3 billion and AI tools finding holes faster than anyone can patch them, decades of security debt are coming due, and Bitcoin was only the first target. In this Mentor Sessions interview, Nathan and Jameson break down why builders need to attack their own systems with AI before somebody else does, how AI-driven worms and swarms could become very difficult to wipe off the internet, and the minimum self-custody setup Jameson suggests for anyone you care about. You'll hear why a single-signature wallet is still a single point of failure, how the Ledger supply-chain attacks and fake Trezors make the case for spreading trust across vendors, why agentic coding tools can show "malicious compliance," and why Jameson warns everyday users against pointing AI agents at their own computer. Plus: a scammer told Jameson he gets paid $850 for every Google account he cracks, and the wrench-attack repository has now passed 800 known cases. ⏱️ Timestamps: 0:00 The Safest Computer Is One You Never Turn On 0:37 Bitcoin Was Ransacked. Is Everything Else Next? 1:27 Security Debt Is Coming Due 2:55 Will We Ever Reach a Secure Steady State? 6:25 Should Software Development Slow Down? 9:46 Can New Hardware Fix Security? 12:31 Could Compilers Be Compromised? 14:14 How Lopp's Self-Custody Views Have Changed 17:55 Usability vs Security at Casa 21:52 The Minimum Setup for Someone You Care About 26:10 Miniscript, Covenants and Reactive Security 30:38 Ledger Supply-Chain Attacks and Fake Trezors 33:24 Why Multi-Vendor Multisig Wins 36:08 Inside Casa: Hacking Yourself With AI Agents 41:26 The Testing Framework That Catches AI Slop 43:29 Should You Point AI at Your Own Computer? 48:31 AI Worms and Swarms We Can't Stop 51:12 Wrench Attacks Pass...

"The Markets Are In Denial" But Not For Long | Lepard & Valek

1 hr 19 min

Mentor Sessions EP 109: Lawrence Lepard & Mark Valek on the Sovereign Debt Crisis, the Fed Trap, Gold, Silver & Bitcoin America's debt just blew past $40 trillion, interest now costs more than the entire military budget, and yet gold and Bitcoin are both down on the year. Larry Lepard of Equity Management Associates and Mark Valek of Incrementum explain why the debasement trade stalled and what sets it off again. In this conversation you'll learn why Valek sees a melting system against Lawrence Lepard's Big Print, why higher short-term rates trap the Fed under fiscal dominance, and which stress signals are flashing right now: European sovereign spreads, commercial real estate delinquencies, AI debt, and private equity funds gating withdrawals. You'll hear why central banks have been net gold buyers every year since 2010 and stepped up their buying after 2022, why Larry thinks Bitcoin already bottomed near $58K, Valek's case for ETF concentration risk, and the market levels both are watching going into 2027. ⏱️ Timestamps: 0:00 - Intro 1:08 - Melting System Vs The Big Print 4:07 - The Fed Has No Lever To Fix Inflation 8:52 - Fiat Currency Is A Religion 12:23 - Sovereign Debt Crisis And Extreme Volatility 14:23 - Europe's Credit Spreads Flash A Warning 16:39 - Cracks In AI Debt, Private Credit And Gated Funds 20:16 - They Will Always Choose To Print 23:27 - Hank Paulson's Break The Glass Warning 27:50 - The Fed And Treasury Are Trapped 30:50 - Is A New Bretton Woods Coming? 34:04 - The Money Printer Joke 37:28 - Greenspan: The Power Is Intoxicating 40:27 - Who's Selling Gold To Central Banks? 44:49 - The Third Inning Of The Sovereign Debt Bubble 47:10 - Is Europe The Next Catalyst? 54:42 - Where Bitcoin Stands After The Hacks 57:11 - Does Gold Move Before Bitcoin? 59:03 - Mark's Unpopular Take: Bitcoin ETF Concentration Risk 1:04:45 - Silver Back Below $50 Is A Gift 1:07:03 - Copper, Silver And The Commodity Squeeze 1:10:31 - When Does The Big Print Happen? 1:12:28...

Similar podcasts

All episodes

The newest 50 of 684 episodes

Economic Hitman Exposes The Playbook Being Run On The World Right Now | Dixon & Perkins

1 hr 11 min

Mentor Sessions EP 111: John Perkins & Simon Dixon on the Nvidia Regime Change, the Economic Hitman Playbook, El Salvador & Who Really Runs the World Hours before Nvidia's board met to decide Jensen Huang's fate, Simon Dixon called Nvidia "the easiest company to regime change." He holds 2 to 3% of the shares and no super voting rights, and Simon is deeply suspicious that the spy story we're being told is the real story. Sitting next to him is John Perkins, author of Confessions of an Economic Hitman, who was trained in exactly the kind of leverage now making headlines. Perkins explains how his job was to bury resource-rich countries in debt until they voted the way Washington wanted, and why China's economic hitmen are now beating America at its own game. Simon picks up where John left off: loading companies with debt, installing boards, and the super-majority voting structures that decide which CEOs can be removed. For the first time publicly, he tells the story of economic hitmen joining his table in El Salvador, playing back a recording of his private meeting, and the IMF refinancing the volcano bond out of existence. From the Strait of Hormuz to the petrodollar, from Epstein to AI, this is a map of who the politicians actually work for, and why both men believe the real battle now is digital sovereignty: your own keys, your own data, your own money. ⏱️ Timestamps: 0:00 - Intro 1:18 - Economic Hitman Playbook Deployed Worldwide Today 2:50 - China's Belt And Road Versus US Debt Strategy 5:18 - Investment Banking Role In Debt And Corporate Control 7:35 - Operation Ajax 2.0 Targeting The Petrodollar 9:15 - Decade Working In Iran And Strait Of Hormuz 11:31 - Finance Now Directs The Military Industrial Complex 16:19 - Venezuela Regime Change And Oil Company Interests 18:08 - Greenland Grab And Epstein Intelligence Connections 20:15 - Nvidia Spy Scandal And How Hitmen Are Trained 25:45 - Who Profits From Ukraine Syria And Hormuz Conflicts 31:37 - Nvidia Is The Easi...

"The Safest Way To Use A Computer Is To Never Turn It On" | Jameson Lopp

1 hr 0 min

Mentor Sessions EP 110: Jameson Lopp on AI Cyberattacks, Security Debt, Multisig Self-Custody & Wrench Attacks Jameson Lopp, co-founder and Chief Security Officer of Casa, says the safest way to use a computer is to never turn it on. With Binance losing $6.3 billion and AI tools finding holes faster than anyone can patch them, decades of security debt are coming due, and Bitcoin was only the first target. In this Mentor Sessions interview, Nathan and Jameson break down why builders need to attack their own systems with AI before somebody else does, how AI-driven worms and swarms could become very difficult to wipe off the internet, and the minimum self-custody setup Jameson suggests for anyone you care about. You'll hear why a single-signature wallet is still a single point of failure, how the Ledger supply-chain attacks and fake Trezors make the case for spreading trust across vendors, why agentic coding tools can show "malicious compliance," and why Jameson warns everyday users against pointing AI agents at their own computer. Plus: a scammer told Jameson he gets paid $850 for every Google account he cracks, and the wrench-attack repository has now passed 800 known cases. ⏱️ Timestamps: 0:00 The Safest Computer Is One You Never Turn On 0:37 Bitcoin Was Ransacked. Is Everything Else Next? 1:27 Security Debt Is Coming Due 2:55 Will We Ever Reach a Secure Steady State? 6:25 Should Software Development Slow Down? 9:46 Can New Hardware Fix Security? 12:31 Could Compilers Be Compromised? 14:14 How Lopp's Self-Custody Views Have Changed 17:55 Usability vs Security at Casa 21:52 The Minimum Setup for Someone You Care About 26:10 Miniscript, Covenants and Reactive Security 30:38 Ledger Supply-Chain Attacks and Fake Trezors 33:24 Why Multi-Vendor Multisig Wins 36:08 Inside Casa: Hacking Yourself With AI Agents 41:26 The Testing Framework That Catches AI Slop 43:29 Should You Point AI at Your Own Computer? 48:31 AI Worms and Swarms We Can't Stop 51:12 Wrench Attacks Pass...

"The Markets Are In Denial" But Not For Long | Lepard & Valek

1 hr 19 min

Mentor Sessions EP 109: Lawrence Lepard & Mark Valek on the Sovereign Debt Crisis, the Fed Trap, Gold, Silver & Bitcoin America's debt just blew past $40 trillion, interest now costs more than the entire military budget, and yet gold and Bitcoin are both down on the year. Larry Lepard of Equity Management Associates and Mark Valek of Incrementum explain why the debasement trade stalled and what sets it off again. In this conversation you'll learn why Valek sees a melting system against Lawrence Lepard's Big Print, why higher short-term rates trap the Fed under fiscal dominance, and which stress signals are flashing right now: European sovereign spreads, commercial real estate delinquencies, AI debt, and private equity funds gating withdrawals. You'll hear why central banks have been net gold buyers every year since 2010 and stepped up their buying after 2022, why Larry thinks Bitcoin already bottomed near $58K, Valek's case for ETF concentration risk, and the market levels both are watching going into 2027. ⏱️ Timestamps: 0:00 - Intro 1:08 - Melting System Vs The Big Print 4:07 - The Fed Has No Lever To Fix Inflation 8:52 - Fiat Currency Is A Religion 12:23 - Sovereign Debt Crisis And Extreme Volatility 14:23 - Europe's Credit Spreads Flash A Warning 16:39 - Cracks In AI Debt, Private Credit And Gated Funds 20:16 - They Will Always Choose To Print 23:27 - Hank Paulson's Break The Glass Warning 27:50 - The Fed And Treasury Are Trapped 30:50 - Is A New Bretton Woods Coming? 34:04 - The Money Printer Joke 37:28 - Greenspan: The Power Is Intoxicating 40:27 - Who's Selling Gold To Central Banks? 44:49 - The Third Inning Of The Sovereign Debt Bubble 47:10 - Is Europe The Next Catalyst? 54:42 - Where Bitcoin Stands After The Hacks 57:11 - Does Gold Move Before Bitcoin? 59:03 - Mark's Unpopular Take: Bitcoin ETF Concentration Risk 1:04:45 - Silver Back Below $50 Is A Gift 1:07:03 - Copper, Silver And The Commodity Squeeze 1:10:31 - When Does The Big Print Happen? 1:12:28...

No One Alive Has Seen What's About to Happen to the Bond Market | Johnson & Dicker

1 hr 4 min

Mentor Sessions EP 108: Brent Johnson & Keith Dicker on the Bond Market, the Dollar, Gold & the Next Money Rotation The rest of the world owes an estimated $110 trillion in US-dollar debt they can't print, and a rising dollar is what could force the defaults. Brent Johnson of Santiago Capital and Keith Dicker of IceCap Asset Management lay out why a strong dollar and higher Treasury yields can coexist, what actually causes de-dollarization, and how to position before the next liquidity shock. In this conversation you'll learn why Johnson reads October's sharp Treasury rally as a snapback after record-short positioning, why Dicker warns the bond market peak is behind us and bonds may be a brutal long-term hold, and why a falling dollar index is actually re-dollarization, not the collapse everyone expects. You'll see why both managers treat gold as portfolio insurance that gets sold first in a crisis, why energy could become the next crowded trade if the Middle East stays hot, and how a closer Fed-Treasury 'shotgun wedding' could reshape dollar policy as great-power competition heats up. You'll walk away with a concrete way to stress-test your exposure to bonds, equities, gold bullion, and cash against a range of outcomes. ⏱️ Timestamps: 0:00 - Intro 1:05 - October Treasury Rally And Dollar Strength 2:33 - Is The Bond Peak A Bear Trap? 4:36 - Why Higher US Rates Are Not Catastrophic 6:35 - Defining Inflation As Rising Prices 7:13 - Rising Yields And Dollar Strength Explained 9:08 - Global Government Debt Financing Crisis 11:07 - Will Sovereign Bond Markets Force Central Bank Intervention? 13:18 - Why Global Chaos Favors The United States 15:03 - The 110 Trillion Dollar Global Debt Problem 17:01 - What Could Actually Break The Dollar System 17:46 - Dollar Index As De-Dollarization Gauge 24:23 - Gold Bitcoin And Oil Underperforming Amid Chaos 27:05 - Iran Nuclear Risk And Market Signals 33:57 - Gold As Portfolio Insurance And Core Holding 37:29 - Energy As The Next M...

It's Not Just A Fourth Turning, Every Cycle In History Is About To Collide | Quittem & Walker

1 hr 30 min

Mentor Sessions EP 107: Brandon Quittem & Walker America on the Convergence of Historic Cycles History has only lined up like this twice in 300 years: 1776 and 1914. Walker America tracked 12 major historical cycles and found that in both eras nearly all of them turned at once. Today, 7 of 12 have turned, and the count is climbing. Brandon Quittem and Walker break down where we really sit in the Fourth Turning, why every Fourth Turning in American history has ended in war, how the long term debt cycle points to a soft default on the dollar, and what the rise and fall of empires tells us about the years ahead. They also dig into generational amnesia, the strongman phase, the Gray Champion, and whether Bitcoin and AI make this time genuinely different. Brandon makes the case for Bitcoin as a pressure release valve on a system under strain. They close with practical steps to prepare: managing debt, protecting savings, building community, and staying high agency through turbulent years. ⏱️ Timestamps: 0:00 - Intro 1:04 - Where Are We In The Fourth Turning? 1:38 - The Fourth Turning Explained 5:21 - Every Fourth Turning Has Ended In War 6:06 - The Economic And Tech Cold War 7:47 - Walker's Super Cycle Theory 11:17 - History Has Only Lined Up Like This Twice 12:11 - Ordinary Families Pay First 15:25 - Bitcoin And AI: Is This Time Different? 19:57 - The Long Term Debt Cycle And Soft Default 21:48 - Why This Time Is Not Different 25:04 - How Generations Repeat The Cycle 40:56 - Polybius And The Cycle Of Governments 46:07 - Generational Amnesia 50:06 - The Strongman Phase: El Salvador 51:33 - The Gray Champion And Republic Renewal 56:57 - What Could Disrupt The Cycles 57:40 - Bitcoin As A Pressure Release Valve 1:08:02 - Which Cycles Have Turned And What's Next 1:19:12 - How To Prepare: Wealth, Debt, Income 1:21:50 - Build Your Community 1:27:33 - The Astrological Cycles 🔗 Guests: Brandon Quittem on X: https://x.com/Bquittem Brandon's essays: https://brandonquittem.com...

"Not One Thing Has Gotten Better" | Canada Is Rotting In Real Time

1 hr 30 min

Mentor Sessions EP 106: Broken Country Filmmakers Mira Metter & Mike Werry on Canada's Collapse, Healthcare, Housing, Taxes and Government Control Canada used to be the envy of the world. Now people are asking whether they can survive here, let alone raise a family. Mira Metter and Mike Werry, the director and producer of the documentary Broken Country, spent months traveling the country to find out what broke and when. Their verdict a year later: not one thing they covered in the film has gotten better. They break down why Canadian hospitals run at 100 to 120% occupancy when 80% is considered safe, why roughly 20% of Canadians have no family doctor, and how a country of 40 million ended up with fewer MRI machines than Pennsylvania. On housing, prices have climbed about 375% in 20 years, going from roughly 2.5 times annual income in the '90s to 9 times nationally and 19 times in Toronto and Vancouver. We also get into rising taxes, immigration policy, censorship bills and cameras turned off in Parliament, the federal government's own 2040 social mobility scenario, Alberta and Quebec separatism, and why this is a warning for Americans watching the same policies at home. Chapters: 0:00 - Intro 0:52 - Canada From Envy Of The World To Survival 3:33 - What's Wrong With Canadian Healthcare 4:00 - Hospitals Running At 100-120% Capacity 5:29 - 20% Of Canadians Have No Family Doctor 6:42 - Fewer MRI Machines Than Pennsylvania 7:20 - Hospitals Funded On Last Year's Patients 10:03 - Healthcare Worked Until The Early 90s Cuts 12:37 - Canada's Hidden Two-Tier Healthcare 15:43 - Rural ER Closures Costing Lives 20:31 - Can Canadian Healthcare Be Saved 24:08 - ER Doctors Abused And Burned Out 26:12 - Addiction, Homelessness And Housing 27:03 - Housing From 2.5x To 19x Income 27:55 - Housing Up 375% In 20 Years 29:03 - How Housing Got Dumped On Cities 31:01 - Rent Eating Half Your Paycheck 33:49 - The Five-Year Mortgage Renewal Shock 35:12 - The Money Printing Behind It All 43:2...

Every Way To Outsmart Hackers, Big Tech And The Government | Max Hillebrand & Ben Perrin

1 hr 33 min

Mentor Sessions EP 105 | Max Hillebrand & Ben Perrin on GrapheneOS, White Noise, Local AI, KYC-Free Bitcoin and Privacy Guerrilla Warfare If you click next, next, next on mainstream tech, your privacy is f****d. But Max Hillebrand (White Noise, Marmot protocol, author of The Praxeology of Privacy) and Ben Perrin (BTC Sessions, Sovereign Sessions) argue the tools to route around surveillance have never been better. With an old laptop, an AI agent, Nostr and Zapstore, you can now build and ship a freedom tech app without knowing how to code. From there, they walk through a practical privacy stack: Pixel phones running GrapheneOS (8, 9 or 10, not the 11), Linux laptops, password managers, paying privately with gift cards and prepaid cards, Wasabi Wallet and peer-to-peer Bitcoin, Zapstore, Tor VPN, Amber and White Noise for encrypted messaging, local AI and trusted execution environments, self-hosting on an old laptop, quantum risk to encryption, and why privacy matters for honest price discovery. Timestamps: 0:00 Cold Open 0:41 Privacy Guerrilla Warfare: Can We Route Around the Grid? 2:37 Build an Anonymous App Without Coding 6:19 Why Your Data Is So Valuable 7:38 Google Maps and Your Location Data 9:40 GrapheneOS, Organic Maps and Linux 10:53 Is the Privacy UX Gap Closing? 15:23 Moving the Cultural Needle on Privacy 20:12 Starting a Private Device Setup 24:46 OS-Level ID Verification 25:41 Best Pixels for GrapheneOS: 8, 9, 10, Not the 11 27:05 Linux Laptops and Operating Systems 28:54 Face Scan vs PIN 30:27 Passwords and Password Managers 32:19 Paying Privately With Gift Cards and Prepaid Cards 35:07 Spending Bitcoin Through Friends 37:13 Wasabi Wallet and On-Chain Privacy 38:21 Getting Bitcoin Without KYC 41:38 Zapstore, Tor VPN, Amber and White Noise 48:00 How the Marmot Protocol Works 55:52 How Disappearing Messages Work 57:57 Private AI and Running Local Models 1:01:29 Talking to Your AI Agents Through White Noise 1:07:37 Private Cloud AI With Maple and PPQ 1:0...

CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards

1 hr 33 min

Mentor Sessions EP 104 | Jim Rickards & Simon Dixon on the petrodollar, who runs the world, the AI bubble, dollar collapse, gold vs Bitcoin, stablecoin bank runs and frozen bank accounts. Two wars, a quiet Russian diesel deal, and a $2 trillion AI build-out that one of these guests calls the greatest bubble in history. James Rickards and Simon Dixon sit down to map who is actually calling the shots in the Iran and Ukraine conflicts, and what it means for the dollar, gold, and your Bitcoin. Rickards war gamed finance as a weapon for the Pentagon, advised the CIA on financial threats, and was general counsel at Long Term Capital Management when the Fed stepped in. In this conversation you'll learn why he argues the debasement trade is nonsense and the dollar is getting stronger, why China's yuan can't become a reserve currency, and why he believes an unregulated stablecoin bank run could trigger a panic in the Treasury market. Simon Dixon pushes back with the view that war is the product, that the petrodollar is being quietly renegotiated as China becomes Saudi Arabia's main oil buyer, and that both gold and Bitcoin matter in the programmable control grid he sees coming. You'll also hear a sharp breakdown of the AI bubble, why superintelligence won't be achieved, and the latest supply-chain attacks on hardware wallets. ⏱️ Timestamps: 0:00 - Intro 0:33 - Who Is Calling The Shots In These Wars 2:33 - Who Really Controls Ukraine's Leadership 3:38 - Why Iran Has No Exit Strategy 6:46 - US-Russia Deal That Could End Two Wars 9:25 - Why Only China Russia And US Matter 12:16 - Simon Dixon: War Serves The Power Structure 15:13 - Midterms Weapons Shortages And Trump Agenda 18:46 - Seventy Years Of Petrodollar Monetary History 23:47 - Bigger Picture Above Trump And World Orders 26:19 - Why The Debasement Trade Is Nonsense 29:05 - China's Gold Reserves And Yuan Limitations 32:08 - Using Inflation To Solve The Debt Problem 33:09 - Petrodollar Shift From Saudi Arabia To Ch...

If You Don't Get Global Liquidity, You Don't Get The Everything Bubble | Michael Howell

1 hr 5 min

Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin Rallies Global liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is already bending bond markets, credit spreads, and Bitcoin. Michael Howell breaks down exactly what's moving underneath the surface. In this episode you'll see why Howell calls Bitcoin a "liquidity sponge," how the debt maturity wall forces old debt back into the system, and why roughly 80% of all financial market transactions are really just debt refinancing. You'll learn how to read the four indicators Howell watches before every crisis, why the euro system has no safe asset, how Japan quietly devalued its debt through a weaker yen, and why China is "basically Japan ten years later" buying gold for 23 straight months. You'll also hear his specific call: Bitcoin may struggle for three months, then do quite well into 2027 as Treasury QE monetizes government spending. ⏱️ Timestamps: 0:00 - Intro 1:06 - Is Global Liquidity Expanding Or Contracting? 2:33 - Momentum Indicator Signals Liquidity Rollover 3:25 - Why This Is a 5-6 Year Debt Refinancing Cycle 4:28 - The Debt Maturity Wall Explained 5:59 - Debt-To-Liquidity Ratio And Crisis Thresholds 7:20 - Where Liquidity Shifted: CapEx And AI Data Centers 8:54 - Treasury QE: The New Hidden Liquidity Conduit 12:54 - Fed September Hike And Liquidity Management 13:17 - Why 80% Of Lending Is Collateral Backed 14:12 - MOVE Index And Rising Bond Volatility Risk 15:42 - Bessent Buybacks Targeting Off-The-Run Treasuries 16:26 - Fed Managing Repo Spreads And Bank Reserves 17:30 - What The Repo Market Actually Is 20:05 - SOFR Spreads And The Danger Line 24:20 - What Really Drives The MOVE Index Higher 25:49 - Are We Heading Into A Financial Crisis? 26:53 - Two-Year Yields vs SOFR: Rates Rising 29:24 - Where Interest Rates Could Peak 33:25 - Bitcoin As A Liquidity Sponge: The Framework 34:17 - Howell's Medium-Term Bitcoin Bul...

12 Bitcoin Charts, One Painfully Obvious Conclusion | Rational Root

1 hr 1 min

Mentor Sessions Ep 102: Rational Root breaks down Bitcoin on-chain data, the 2026 cycle bottom, ETF cost basis, the four year cycle and his macro outlook. The Bitcoin bottom looks like it's already in, and the on-chain data says this was the least retail driven cycle in history. Rational Root joins the show with a stack of charts to explain exactly why price held at $60K through the Cold Card hack, the chain split, and the biggest ETF outflows ever recorded. You'll see how the short-term holder cost basis breakout flipped the market bullish, why the ETF cost basis rejected price twice before the breakout, and how the four year spiral chart is behaving at this bottom compared to every prior cycle. You'll learn why Rational Root bought STRC at a 25% discount during the panic, what the digital credit stress test revealed, and why he thinks an all-time high could land before June 2027. You'll also get his candid macro read on AI, ISM manufacturing, interest rates, and the midterm cycle, plus why diminishing returns are likely moving forward even as the cycle keeps chugging along. This is a practical, data-first conversation for holders trying to decide whether to keep stacking or wait for a lower low that may never come. ⏱️ Timestamps: 0:00 - Intro 0:36 - Meet Rational Root and What's Top Of Mind 1:27 - Price Action And The Short-Term Holder Cost Basis Breakout 3:21 - Why This Bottom Looks Like Every Prior Cycle 5:05 - Why We Never Got The Blow-Off Top This Cycle 8:19 - The Momentum Indicator And Mild Capitulation Explained 9:04 - How Institutional Buyers Dampened The Drawdown 11:24 - The Four Year Spiral Chart And Diminishing Returns 13:04 - Will The Spiral Chart Eventually Break? 18:05 - The ETF Cost Basis And The Second Leg Up 20:56 - ETF Inflows, Outflows And The Digital Credit Stress Test 22:39 - The On-Chain Value Map And Fair Value 25:57 - Buying STRC At A 25% Discount During The Panic 28:07 - Cold Card Hack, Chain Split And Price That Wouldn't Break 31:22 -...

"The Most Bullish Market Structure In History For Bitcoin" | Carlasare, Ross, HODL

1 hr 17 min

Mentor Sessions Ep 101: Joe Carlasare, Dr. Jeff Ross, and American HODL break down why Bitcoin at $85K is poised to break $100K, the dead four year cycle, and AI's economic impact in 2026. Nation states now hold more Bitcoin on a percentage basis than individuals do, and Joe Carlasare and Jeff argue that single fact rewrites the entire bull case heading into 2026. With Bitcoin sitting around $85,000, this conversation makes the case that $100K is the starting bell, not the ceiling. You'll learn why Carlasare calls the recent sell-off a self-fulfilling prophecy, why both guests believe the traditional four year cycle is finally dead, and how the walk from $100K to $1 million could happen faster and easier than most holders expect. You'll hear why long-term hodlers above $100K are already gone, why the Cold Card capitulation felt like the real bottom, and how liquidity, manufacturing, and speculation (the "three burners") tell the macro story right now. You'll also get a frank breakdown of AI's economic impact, the fight over compute governance, the IP and legal battles facing OpenAI and Anthropic, and the FinCEN rules on self-hosted wallets that were just rescinded. ⏱️ Timestamps: 0:00 - Intro 0:40 - Calling The Bottom At $58K And Where Bitcoin Sits Now 1:17 - P(Doom) Zero, P(BTC) 100 2:34 - Nation States Own More Bitcoin Than Individuals 3:23 - The Entire Sell-Off Was A Self-Fulfilling Prophecy 4:36 - Why Flipping Green In 2026 Breaks The Four Year Cycle 6:44 - The Cold Card Capitulation And The Double Bottom 8:19 - Covid Distorted Every Economic Cycle 11:03 - Bitcoin Trades On Macro Now, Not The Cycle 13:14 - Junk Bonds At 14% And Broken Correlations 14:25 - Only 2.5% From A Green Year, 20% From $100K 15:30 - Why $100K Unlocks $200K, $300K, $400K 16:17 - The Walk From $100K To $1 Million 24:01 - The Michael Saylor Prophecy And Follow-On Buyers 27:31 - James Check: There's No Narrative, Just Demand 30:08 - Strategy Survived The Stress Test 34:26 - Is The Equity M...

Everyone Waiting For A Bitcoin Dip Is About To Get Left Behind | James Check

1 hr 4 min

Mentor Sessions Episode 100: James Check breaks down Bitcoin market cycles, on-chain data, the bull market transition, and his end-of-year $100K price target for 2026 Bitcoin just flipped from bear to bull and the on-chain data proves it: more than half of all invested wealth is now in profit, up from just 8% at the $58K lows. James Check returns to break down exactly what changed and where the cycle goes next. You'll learn why James called the bottom back in July and what the run from the low $60s to $86K revealed on-chain. You'll see his four-phase market cycle model, how short-term and long-term holder cost basis acts as resistance, and why 90% of ETF buyers were underwater before $8 billion in outflows hit the bottom. You'll also hear his honest end-of-year outlook, his left/mid/right curve scenarios, and why he believes dips will most likely be bought from here. This is a measured, data-first conversation for anyone navigating the transition out of a bear market without getting chopped up. ⏱️ Timestamps: 0:00 - Intro 0:42 - Confirming the Bull Market 1:24 - On-Chain Data Reveals Human Emotion 1:36 - Price Pain Versus Time Pain Capitulation 2:13 - Macro Trends Begin on One-Second Charts 3:13 - Two Legs Up and Short Squeezes 4:27 - Wealth in Profit Jumps From 8% to 55% 5:27 - Bear Market PTSD and Transition 6:25 - Will Old Buyers Sell at Break-Even? 7:22 - Who Bought Bitcoin at $64K? 8:04 - Four Seasons of Holder Behavior 9:39 - Volume Rising Across Exchanges 10:24 - Anything Missed in the Bear Market? 11:42 - ETFs Bought Tops and Sold Bottoms 13:07 - How 20% of Coins Drive 55% Drawdowns 15:11 - What a True Catastrophic Event Looks Like 15:48 - $100K Resistance and Silent IPO 18:09 - Why the Next All-Time High Feels Special 19:46 - Low-Fee ETF Flows Gaining Traction 21:19 - Why Companies Avoid Bitcoin on Balance Sheets 23:01 - Housing Markets Push Rotation Into Bitcoin 24:00 - Bitcoin Is Not Set and Forget 28:18 - Personal Signals Confirming the Bottom 30:40...

"If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum

2 hr 46 min

Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress. The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have. In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about to break, and why boomer asset liquidation guarantees a repricing no dip-buyer can stop. You'll learn why he calls Jensen Huang's share buybacks a bell-ringing top, why he puts the AI capex build-out on a one-year clock, and why he thinks a rare double bear market in bonds AND equities is teeing up — the setup where 60/40 offers no protection. You'll also hear his contrarian take that AI will make the world worse without destroying civilization, plus his read on Warsh, the Fed, and why gold and Bitcoiners could be the ones left standing. ⏱️ Timestamps: 0:00 - Intro 0:50 - Gold Silver Recent Price Action 1:27 - End of the Long Credit Cycle 1:49 - Central Bankers Driving Rates to Zero 4:50 - Treasury Rates Pulled Toward Six Percent 6:32 - Seven Percent Mortgages Housing Trap 9:46 - Kevin Warsh Rate Hikes and Collapse 11:55 - Economy Needs Real Assets Not Data Centers 12:48 - Jensen Huang Nvidia Buyback Signal 14:17 - AI Threat to Civilization Examined 17:46 - Sneaky Behaviors Observed in AI 20:48 - Bitcoin Proof of Work Constrains AI 25:59 - Nuclear Risks Middle East Conflict 27:47 - Putin Iran Restraint in Geopolitics 40:52 - Israel Palestine Historical Context 45:11 - Iran Nuclear Strike Questions Raised 50:40 - Yen Carry Trade Stability Analysis 59:06 - Boomers Driving Boom and Bust 59:33 - Median Boomer Retirement Savings Shortfall 1:03:19 - Boomer Wealth Transfer Needs Repr...

Somebody Has To Eat The 40 Trillion Dollar Loss | Jack Mallers

1 hr 21 min

Mentor Sessions Ep 098: Jack Mallers explains monetizing chaos, dollar debasement, the ColdCard incident, El Salvador and why Bitcoin is the most American technology. Jack Mallers argues the entire fiat system forces everyone into speculation whether they know it or not — and Bitcoin is how you take the other side of the chaos. In a wide-ranging sit-down, the Strike CEO breaks down monetizing chaos, the $40 trillion debt bill nobody wants to foot, and why he's never been more bullish. You'll hear why Jack calls debt a form of "time travel" that already spent your future, how the dollar's world-reserve status structurally forces deficits, and why a severe debasement against gold and Bitcoin may be the only mathematical exit for the US balance sheet. You'll get his blunt read on the ColdCard incident and why "open source doesn't mean secure" in the age of AI — the most incentivized person to understand that code base was the attacker. You'll also learn why he thinks 2026 was never a real bull run, why prediction markets are just regulatory arbitrage on sports betting, and what El Salvador got right (and wrong) five years in. ⏱️ Timestamps: 0:00 - Intro 0:48 - Why Jack Is Bullish on Bitcoin 1:47 - Monetizing Chaos by Shorting Fiat 2:04 - Debt as Time Travel and Future Bills 4:43 - Why Public Adoption of Bitcoin Lags 5:17 - Strike Growing Despite Bear Market 6:21 - Why 2026 Was Not a Real Bull Run 7:52 - Why Younger Generations Resist Bitcoin 8:44 - Bitcoin as a Massive Wealth Transfer 11:26 - Savings Culture Versus Gambling Culture 13:07 - Gambling Ads, OnlyFans, and Robot Jobs 17:58 - Hunger for Savings Culture Emerging 18:10 - Family, Low Time Preference, and Bitcoin 21:43 - Robinhood, Meme Coins, and Marginal Speculators 24:23 - Prediction Markets as Sports Betting Arbitrage 26:52 - Why Self-Custody Efforts Often Fail 28:27 - El Salvador Bitcoin Adoption Wins and Losses 34:07 - Why Nations Avoid Copying El Salvador 38:06 - Bitcoin as America's Most American Tech...

"Four Horsemen Of The Diesel Apocalypse" Are Coming For Europe | Doomberg & Lavish

1 hr 7 min

Mentor Sessions Ep 097: James Lavish and Doomberg break down the 2026 bond market crisis, Europe's diesel shortage, private credit risk, and Bitcoin as a macro asset. Bond yields near 20-year highs, Europe staring down a diesel shortage, and private credit quietly marking its own books — the plumbing of the global financial system is under real strain, and this conversation maps exactly where the pressure is building. James Lavish and Doomberg join BTC Sessions to connect the dots between the bond market, energy, geopolitics, and Bitcoin. You'll learn why the 10-year yield sitting at ~5% signals a structural regime change rather than a passing inflation scare, how private equity and insurance companies are stuffed with self-marked paper that echoes 2007-2008, and why Doomberg calls Europe's diesel situation the "Four Horsemen of the Diesel Apocalypse." You'll see the case that energy — not currency — is the base layer of every market, why nations are now selling Treasuries to buy fuel, and where Bitcoin fits as the "hot ball of money" hunting for the next asymmetric bet. Both guests also share the disciplined, rules-based approach they use to allocate across gold, cash, and Bitcoin without trying to time the market. ⏱️ Timestamps: 0:00 - Intro 0:43 - Bond yields near 20-year highs and global yield melt-up 0:57 - Why the 10-year at 5% is a new regime, not a blip 3:28 - The death of the 60/40 portfolio 5:38 - Doomberg on Grant Williams, Luke Gromen and fiscal dominance 9:03 - Hyperscaler debt crowding out long-dated paper 10:16 - Echoes of 2007-2008 in private equity and insurance 12:19 - The Treasury default nobody will call a default 16:38 - How private credit marks its own book 20:16 - Every market has its own purpose and structure 25:26 - Trezor Safe 7 self-custody segment 29:55 - Money is a promissory note on energy 30:16 - Private credit, contagion and the mark-to-market catalyst 33:16 - Could real estate seize up the credit chain? 37:01 - Diesel, WTI and the...

Big Tech Gets AI. BlackRock Gets Bitcoin. You Get Prosecuted | Zack Shapiro

57 min

Mentor Sessions Ep 096: Zack Shapiro explains AI existential risk, AI regulation, the Clarity Act, Samurai Wallet, and open source AI policy for Bitcoin. The Clarity Act just failed on the Senate floor, and the fight over whether writing Bitcoin code can be treated as a crime is now heading to 70-year-old federal judges. Zack Shapiro breaks down what that means for self-custody, open source software, and the Samurai Wallet developers still behind bars. In this conversation you'll learn why Zack separates AI existential risk (recursive self-improvement, the orthogonality thesis, instrumental convergence) from the ordinary risks of AI — job displacement, regulatory capture by frontier labs, and cyber attacks like the Cold Card hack. You'll see why he thinks open source AI is not the existential threat, why the Blockchain Regulatory Certainty Act (BRCA) matters more than most Bitcoiners realize, and how the 'two clocks' of AI capability vs enterprise adoption will define the next decade. You'll also get the legal reality behind white hat recovery of hacked Bitcoin, why the liquid hacker is in a bad spot, and what happened when the Clarity Act died on the vine. ⏱️ Timestamps: 0:00 - Intro 0:51 - Amodei, Musk and Altman urge AI slowdown 1:38 - Ordinary risks versus existential AI threats 2:26 - Politics warping the AI safety debate 3:20 - Bostrom, AGI and intelligence explosion risks 5:01 - Orthogonality thesis and instrumental convergence 5:59 - Hugging Face attack shows AI covering tracks 6:58 - No easy policy fixes for AI risks 8:08 - Can't stop AI progress or open source China 9:32 - Separating x-risk concerns from anti-AI populism 12:22 - Regulatory capture and Anthropic IPO timing 14:21 - Keeping open source AI legal and available 16:39 - Trezor self-custody sponsor read 17:43 - One shot parallel between Bitcoin and AI 19:37 - Where real AI productivity gains appear 20:47 - Two Clocks: capability versus enterprise adoption 24:22 - Is AI coming for your job? 25:2...

They Bet Everything On An Existential Crisis | Bob Burnett & Nacho Pauls

52 min

Mentor Sessions Ep 095: Bob Burnett and Nacho Pauls of Ocean discuss Bitcoin mining decentralization, the BIP-110 chain split, hash rate flight, and Bitcoin Knots. Bitcoin's first real hard fork just tested mining decentralization for real — and Ocean's hash rate dropped from roughly 40 exahash to 23 before clawing back. Bob Burnett (Barefoot Mining, Ocean chairman) and Nacho Pauls break down what actually happened when the chain split, why rented hash fled while owned hash stayed, and what the loss of Bitcoin Knots means for client diversity going forward. You'll learn why the "template centralization" problem is still the core issue even after BIP-110 was resolved, how a non-KYC pool kept paying miners through the chaos, and why Bob argues Bitcoin needs 3 to 5 competing clients — drawing a direct parallel to how the PC industry standardized USB, PCI, and Bluetooth. You'll also get the honest story behind Ocean's high-profile team departures, who's stepping into the CTO and chairman roles, and why Bob calls the whole episode a "distraction" the community ultimately settled the right way. Whether you run a node, stack sats, or care about who really controls Bitcoin's hash, this is a candid, insider conversation about mining, consensus, and what comes next. ⏱️ Timestamps: 0:00 - Intro 0:41 - Hard Fork Fallout and What Happened 1:12 - Have Bob's Decentralization Views Shifted? 1:54 - Datum Templates and Decentralization Fix 3:25 - Ocean Hash Rate Drops From 40 to 23 EH 3:43 - Overcoming Defeatism Among Motivated Miners 4:11 - Nacho Explains Why Miners Left Then Returned 4:57 - Only Pool That Let Miners Choose 6:37 - Owned Hash Rate Versus Rented Hash 8:34 - True Cost of 15 EH Rented Hash 9:38 - Non-KYC Mining and Unknown Customers 10:50 - Why Large Miners Avoid Switching to Ocean 13:20 - Ocean's Jump to 30 EH and Path to 100 17:23 - Sponsor Break 18:50 - Team Drama and Key Departures 20:17 - Amicable Split With Departing Founders 22:01 - Jason Hughes Becomes CTO a...

They’re Not Saving the Republic, They’re Building Fortress North America | Brent Johnson

1 hr 4 min

Mentor Sessions Ep 094: Brent Johnson explains the 2026 dollar outlook, the collapse of the rules-based order, Bessent's Treasury moves, and how AI and stablecoins entrench the US dollar. The rules-based order that kept markets stable for 80 years is dying - and Brent Johnson explains what replaces it, why the US dollar gets STRONGER not weaker, and how AI and stablecoins entrench American power for decades. Brent Johnson (Santiago Capital, Dollar Milkshake Theory) sits down for a wide-ranging conversation on the biggest structural shift in markets since World War Two. You'll learn why he thinks the American Republic could give way to an American empire, why Scott Bessent's Treasury buybacks matter more than the headlines suggest, and how passive management can turn a bond wobble into a full crisis. You'll see why he's concentrated in North America and the Western Hemisphere, why he calls the US-China relationship a "divorce," and why he refuses to bet against the US Treasury even as others call for the dollar's death. He also breaks down why AI is now a matter of national security, why stablecoins are structurally bullish for the dollar, and where Bitcoin fits in the emerging digital-asset order. ⏱️ Timestamps: 0:00 - Intro 1:17 - Iran War and Dollar System Resilience 4:10 - Iran Conflict Pressure on Treasury Yields 5:41 - Rising Yields Create Global Collateral Strain 8:25 - Bessent Long-End Buybacks Explained 10:20 - Mike Green on Passive Bond Risks 11:48 - Rules-Based Order Has Ended 13:39 - Shift to America First Proactive Policy 17:31 - Signs the Rules-Based Order Is Dying 18:27 - Vance and Rubio Munich Security Speeches 21:41 - China Also Wants Strategic Divorce 23:26 - Multipolar World or US Remains Dominant 24:44 - American Republic Falls Into Empire 27:00 - Republic Versus Empire and Authoritarianism 31:07 - Positioning Portfolios Amid Geopolitical Chaos 33:28 - Building Fortress North America Strategy 35:19 - Canada US Relationship Realities 39:41 - Ene...

"We're Past The Point Of No Return" | Luke Gromen and Lyn Alden

59 min

Mentor Sessions 093: Luke Gromen and Lyn Alden explain the 2026 global bond market crisis, private credit risk, yield curve control, and Bitcoin and gold as safe havens. The global bond market is bleeding out in slow motion, and the real danger is buried in private credit that insurance companies can't sell without going insolvent. Luke Gromen and Lyn Alden break down why the long end of the Treasury market is grinding higher, why Scott Bessent intervened before any visible crisis, and what happens when trillion-dollar balance sheets finally hit the sell button. You'll learn why China is the one nation conspicuously absent from the sovereign debt rout, how AI-driven deflation is reshaping Chinese manufacturing, and why Gromen argues the U.S. now faces a "Weimar gold reparations" problem with true interest expense at 105% of receipts. You'll see why both guests believe rate hikes are no longer even a usable tool under fiscal dominance, how a Blackrock "one phone call" scenario could freeze $5 trillion in a crisis, and where Bitcoin and gold fit as bearer assets when markets get locked down. Alden makes the case for holding scarce assets and extra cash through the air pockets; Gromen explains why he trimmed Bitcoin and exactly when he'd aggressively buy it back. ⏱️ Timestamps: 0:00 - Intro 1:12 - Treasury Event or Broader Sovereign Debt Crisis 1:34 - Why China Avoids the Global Bond Rout 2:00 - Hyperscalers Emerge as New Bond Vigilantes 3:41 - Path Leading to Yield Curve Control 4:15 - Why Chinese 10-Year Yields Hit Global Lows 6:00 - AI Driving Deflation in Chinese Manufacturing 10:17 - Orderly Bond Market Grind vs Sensationalized Crash 13:43 - The Dog That Didn't Bark in Bessent's Move 14:38 - Silent Crisis Brewing in Private Credit 15:38 - Insurance Insolvency Risk Triggers Treasury Sales 19:01 - Liquidity Versus Solvency in Private Funds 27:44 - Will Warsh Raise Rates This Cycle 29:43 - True Interest Expense Hits 105% of Receipts 33:43 - Rate Hikes Fail Against...

This Bitcoin Rally Feels Fake (The Data Says Otherwise) | Michael Sullivan

1 hr 2 min

Mentor Sessions 092: Michael Sullivan explains Bitcoin sentiment analysis, emotional cohort signals, OG optimism, narrative shifts, and why the data may point to a bottom. Bitcoin sentiment just did something it rarely does after a 22% rip: it stayed calm. No euphoria, no desire spike, no retail flooding back — and that gap between the price move and the emotional data is where the real signal lives. Michael Sullivan — an engineer and fiction writer turned Bitcoin sentiment analyst — breaks down how he tracks 14 distinct emotions across cohorts of Bitcoiners, from OGs and technologists to MSTR treasury speculators. You'll learn why he cohorts the crowd instead of scraping social media, why the Fear & Greed Index misses all the nuance, and why he reads OG optimism as one of the most reliable early signals that positive things are on the horizon. You'll see why 'desire' language sits inversely correlated with price, why the near-total absence of a new narrative can be wildly bullish near a bottom, and how the BIP-110 debate produced algorithmic engagement patterns that looked artificially farmed. He also lays out the AI-bubble-to-Bitcoin thesis and why he's personally bearish by instinct but bullish on the data. ⏱️ Timestamps: 0:00 - Intro 0:38 - Why this rally feels like disbelief 1:09 - Massive sentiment phase shift after crash 2:01 - Rally lacks expected euphoria levels 3:05 - Tracking caring language in ColdCard event 3:58 - Technologists impressed most during crisis 5:12 - Studying Saylor's four Bitcoin cohorts 6:33 - MSTR shareholders as conviction outlier 7:18 - OG optimism as reliable bullish signal 7:59 - Are OGs turning optimistic now 9:56 - Emotions linked to time and excitement 11:40 - Downturn negative language uniquely severe 12:40 - Desire language at market tops and bottoms 16:52 - How language analysis became his focus 19:11 - BIP-110 debate through psychology lens 21:09 - Algorithmic engagement that felt farmed 26:55 - AI bots distorting sentiment...

Bessent’s Moves Never Made Sense - Until Now | Tom Luongo

1 hr 3 min

Mentor Sessions Ep. 091: Tom Luongo explains the 2026 currency war, Scott Bessent's yen bomb, oil collateral, European bond squeeze, and the US Treasury buyback plan. The previously most powerful people in the world are now price takers, not price makers — and Tom Luongo walks through exactly how Scott Bessent flipped that switch. Global markets just witnessed a structural break in the European bond trade, and almost nobody saw the mechanism behind it. In this conversation, Tom Luongo and Nathan break down the currency war unfolding across the FX and bond markets: how Bessent 'bombed the yen' by selling euros instead of dollars, why the euro-yen cross froze the moment Operation Epic Fury began, and how Iranian oil loadings were being used as collateral to fuel the short-yen, short-Treasury trade. You'll learn why the US Treasury buyback expansion is a signal and not QE, how the German Bund fits into Europe's alleged default-and-consolidate endgame, and what John Ratcliffe's open trip to Moscow may be telegraphing. You'll also hear Luongo's falsifiable macro thesis — where the 30-year yield goes next, and what it means for gold, silver and Bitcoin. ⏱️ Timestamps: 0:00 - Intro 0:44 - Bessent's Moves on Yen and Euro 1:27 - Shifting From Kinetic to Economic Siege 3:06 - The Yen Carry Trade That Shouldn't Exist 4:42 - Bessent Blew It Up Selling Euros 8:26 - Euro-Yen Cross Freezes After Iran Strikes 8:49 - Iranian Oil Used as Trade Collateral 11:17 - Traders Trapped After Buying Oil Breakout 12:59 - How Bessent Scans 270 Markets for Signals 18:05 - Treasury Buyback Expansion Details 22:04 - Defending the 5.25 Percent Yield Level 23:31 - Buyback Limit Is Just a Market Signal 27:15 - Europe's Default and ECB Consolidation Plan 28:45 - Financial Warfare and Carney's Trade War 29:40 - Abundant Mines Sponsor 33:20 - Banks Trading With Iran Cut From Dollars 38:01 - US Taxpayers Funding Global Financial Chaos 41:24 - Is the Budget Deficit Really Shrinking 45:17 - China Iran C...

They Always Planned to Centralize Bitcoin | Jeff Booth & Scott Melker

58 min

Mentor Sessions Ep. 090: Jeff Booth and Scott Melker discuss Bitcoin adoption, ETF co-opting, the AI bubble, self-custody risk after the ColdCard hack, and the debt reset. Wall Street, the ETFs, and the treasury companies are making every attempt to co-opt Bitcoin — and Jeff Booth and Scott Melker explain why that capture attempt may be exactly what Bitcoin needs to survive. The $350 trillion global debt pile is already insolvent, the AI bubble is still inflating, and self-custody just took a brutal reality check after the ColdCard fallout. In this conversation you'll learn why Booth believes the existing system and Bitcoin cannot coexist over the long run, why he feels "incredible" even as price bleeds, and how the messy financialization of Bitcoin through institutions still funnels people toward spot self-custody. You'll hear Melker's honest read on adoption — that when arguments come down to "rolling dice for entropy," we are nowhere near mainstream — and Booth's thesis on why AI CapEx can never be paid back when the marginal cost of a line of code is zero. You'll also get a candid post-mortem on hardware wallet security, why "don't trust, verify" broke down for thousands of users, and what a new generation of self-custody solutions might look like. ⏱️ Timestamps: 0:00 - Intro 0:54 - Scott on adoption and why Bitcoin is strongest yet 3:08 - Did Covid pull forward Bitcoin demand like credit? 5:20 - Jeff Booth's first-principles case: $350T of insolvent debt 7:33 - Why Bitcoin and the centralizing system can't coexist 8:33 - If they can't kill it, they have to co-opt it 9:04 - Where each of us chooses to put our energy 11:44 - Does financialization actually risk decentralization? 12:11 - Scott's 2026 tweet on Bitcoin being co-opted 15:22 - Sticky narratives and gaining exposure to Bitcoin 15:49 - Scott's personal path from altcoins to Bitcoin 17:39 - Jeff on watching thousands make the same transition 18:14 - The rational actor trapped inside the system 22:32 -...

Coldcard Aftermath: What's Next for Bitcoin Security | Jade, Passport, Trezor, SeedSigner

1 hr 8 min

Mentor Sessions Ep. 089: Bitcoin hardware wallet makers Zach Herbert, Tomas Susanka and Drew Fischer discuss the Coldcard hack, multi-sig, entropy and self-custody security. The Coldcard hack was the single biggest blow to Bitcoin self-custody yet — so four rival hardware wallet makers sat down together to figure out what it means for everyone holding their own keys. This is the conversation the industry needed. Zach Herbert (Foundation Passport), Tomas Susanka (Trezor), Drew Fischer (Blockstream Jade) and Seed from the SeedSigner team break down the fallout: what the vulnerability actually exposed, why open source alone wasn't the safety net people assumed, and the entropy/dice-roll debate that split the panel. You'll learn why multi-vendor multi-sig is emerging as the strongest defense, how entropy is really generated on these devices, and the honest trade-offs between usability and security. You'll also hear the fresh news on the Trezor fulfillment-partner data leak (disclosed August 10, 2026) and what to do if you're worried about shipping and privacy. This is a rare, candid roundtable where competitors disagree openly — and that dialog is exactly what makes it worth your time. ⏱️ Timestamps: 0:00 - Intro 0:56 - Four wallet makers respond to Coldcard hack 1:58 - Ben's question on self-custody downstream effects 3:02 - Zach on short-term setback and great hardening 6:19 - Tomas on AI helping attackers and defenders 8:44 - Drew on custodians, ETFs and verify don't trust 10:30 - SeedSigner on entropy sources and multi-sig 13:11 - Usability versus security trade-off debate 17:20 - Should self-custody be made harder not easier 18:56 - Dice rolls versus RNG entropy disagreement 22:16 - Zach on how many people actually self-custody 26:14 - Priorities when choosing a hardware wallet 29:01 - Security as a journey not a destination 33:03 - Sponsor: Abundant Mines 36:00 - Why multi-vendor multi-sig should be the goal 41:25 - Source available versus fully open source ex...

What Bitcoin Treasury Execs Won't Tell You (But I Will) | Parker Lewis

1 hr 18 min

Mentor Sessions Ep. 088: Parker Lewis explains the hidden risks of Bitcoin treasury companies, perpetual preferred equity, market premiums, and Bitcoin as money. Bitcoin treasury companies were sold as a smarter way to own Bitcoin. Parker Lewis argues the premiums are a mispricing of risk that will flip to a discount. In this deep dive, Parker Lewis (author of Gradually, Then Suddenly) breaks down why any treasury company trading at a premium to the Bitcoin it holds is mispricing risk, why perpetual preferred equity is effectively lending fiat forever with no credit protections, and why the whole structure resembles a game of musical chairs. You'll learn how the double-tax corporate structure quietly erodes shareholder value, why $65,000 could buy you a full Bitcoin or only half a share's worth at peak premium, and how the market gets better at pricing this risk over time. You'll also hear why calling Bitcoin "not money" is the deeper problem beneath the marketing — and what that means for long-term holders of Strategy, Strive, and similar products. ⏱️ Timestamps: 0:00 - Intro 1:07 - Parker Lewis on Bitcoin Treasury Risks 1:42 - Self-Custody vs Treasury Company Tradeoffs 4:01 - Premiums Represent Mispriced Risk in Treasuries 5:18 - Why Strive Trades at Larger Premium Than Strategy 6:58 - Premiums Will Flip to Discounts Over Time 7:15 - Problems With Perpetual Preferred Equity Structures 9:13 - You Never Lose Principal in Preferred Equity 10:29 - Unpacking the Backed by Bitcoin Claim 12:26 - Tail Risk and Musical Chairs in Preferreds 14:01 - Products Remain Tied to Bitcoin Volatility 18:46 - Perpetual Preferred Means Lending Forever in Fiat 20:41 - Stretch and Strive Trading Below Par Value 23:09 - Strategy Volatility and Investors Touching Hot Stove 33:30 - Abundant Mines Hosting Sponsor 34:25 - Management Risk and Key Man Concerns 36:52 - Double Tax Structure in Corporate Bitcoin Holdings 41:13 - Treasury Companies vs Bitcoin ETF Differences 46:50 - Bitcoin Mark...

The Bitcoin Attacks are NOT About Money | Simon Dixon

46 min

Mentor Sessions Ep. 087: Simon Dixon breaks down the Coldcard hack, BIP-110 chain split fallout, node vs miner power, and Bitcoin self-custody security in 2026. PART 1: Simon Dixon & Doomberg - https://youtu.be/Q0P0X7j_kcA Over $100 million in Bitcoin vanished in the Coldcard entropy bug — and days later a chain split ended with the nodes defeated and Bitcoin more centralized than before. Simon Dixon joins Nathan to trace what really happened. This is the deep-dive follow-up to the Doomberg conversation. You'll learn why Simon now treats every incident as an attack "guilty until proven innocent," how the BIP-110 resistance became the most successful node mobilization since the block size war yet still failed to move the mining pools, and why he refuses to die on a hill that ends in an altcoin. You'll see how the Coldcard low-entropy vulnerability, Zeus, Boltz and BTCPay attacks fit one pattern, and hear a clear framework for rebuilding your self-custody with dice-rolled entropy, multisig, and active participation. Simon and Nathan also unpack developer centralization, the loss of Knots as a competing implementation, and why sovereignty is proof of work you can't outsource. ⏱️ Timestamps: 0:00 - Intro 0:24 - Resuming After Doomberg Discussion 0:55 - Infrastructure Attacks on Coldcard and Others 1:32 - BIP-110 and Resulting Chain Split 1:50 - UASF and Block Size War History 2:50 - Tether Fees and Scaling Debates 4:02 - Barry Silbert and SegWit2x Deal 4:51 - Nodes Defeating Miners in Past Wars 6:02 - Role Reversal With Core Changes 7:35 - Running Knots to Support Resistance 8:20 - Developer Centralization Concerns Rise 10:14 - BIP-110 Failure and Altcoin Stance 11:39 - Knots Node Adoption Surge to 20% 12:08 - Infiltration Risks and Verification 12:54 - Can Node Minority Influence Miners 14:19 - Consensus Changes Remain Extremely Difficult 17:16 - More Centralized Yet Wiser After Events 18:13 - Social Fallout Losing Ocean and Knots 22:15 - Check Ego and Welcome Oth...

Globalism Has Already Lost (But No One Sees It) | Dixon & Doomberg

1 hr 51 min

Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy. The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows. In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two. ⏱️ Timestamps: 0:00 - Intro 1:36 - Doomberg and Simon Dixon on Global Shifts 2:07 - Shipping Choke Points Unwind Globalism 5:10 - Western Media Propaganda Exposed 8:14 - How Media Gets Captured by Power 12:13 - Real Purpose of Ukraine and Middle East Wars 22:38 - Biggest Empire Change in Our Lifetime 25:18 - Why Everything Depends on Beijing 28:35 - West Captured by Financial Industrial Complex 39:43 - Reading Oil Gold and Bond Markets 45:17 - Is Blackrock Weaker Than Its Reputation 53:25 - Building Mental Models for Information Overload 59:23 - What Energy Markets Are Really For 1:06:13 - Why Oil Below $90 Risks Greater War 1:09:07 - Real Capital Knows the Deal Is Coming 1:16:34 - Coldcard Hack and Contested Bitcoin Fork 1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities 1:24:00 - Self Custody Custody Risk and Sovereignty 1:36:24 - Michael Saylor Willingness to Sell Bitcoin 1:39:52 - What Strategy Is Built to Achieve 1:48:54 - Where to Find...

Fauci’s 1,100-Page Diary + Fifth Amendment Silence | Dr. Peter McCullough

45 min

Mentor Sessions Ep. 085: Dr. Peter McCullough explains Fauci's diary, COVID-19 lab origins, mRNA vaccine safety, spike protein persistence, and the biopharma complex. 600,000 Americans may have died from COVID vaccine complications — more than the virus itself, according to Dr. Peter McCullough — and Fauci just pleaded the Fifth on all of it. This conversation breaks down what the diary revealed, why the lab origin was buried, and where the mRNA platform goes next. Dr. Peter A. McCullough joins BTC Sessions to walk through Fauci's Senate Testimony, 1,100-page diary, the public-vs-private mask and lockdown contradictions, and the nearly million-dollar cash prize Fauci's staff engineered for him. You'll learn why McCullough believes SARS-CoV-2 is an engineered bioweapon, how his foundation found full-length spike protein and mRNA circulating three and a half years after injection, and what that means for the surge in 'turbo cancer.' You'll see the money trail through the biopharmaceutical complex — Gates, BioNTech, CEPI, Event 201, and the captured medical journals that refused to retract the fraudulent 'natural origins' paper. He also lays out the parallel research and wellness system he's building outside captured academia. ⏱️ Timestamps: 0:00 - Intro 0:30 - Fauci Senate Testimony and Diary Release 1:30 - 600,000 Vaccine Deaths Compared to COVID 2:30 - Fauci's Private Knowledge on Masks and Fatality Rate 4:00 - Fauci Staff Engineered Cash Prize Applications 7:00 - Fauci's Personal Vaccine Blood Clot Injury 8:00 - Ongoing Booster Push and Seventh Dose Campaign 11:30 - Journals Suppressed Lab Leak Despite Private Admissions 15:30 - Why Wet Market Origin Theory Persists 16:00 - Bioweapons Treaty and SARS-CoV-2 Classification 18:00 - Laboratory-Engineered Spike Protein Features 19:30 - Spike Protein Detected 3.5 Years Post-Vaccination 22:30 - Spike Detox Protocol and Treatment Options 24:30 - Turbo Cancer Rise and Spike Protein Mechanism 26:30 - mRNA Integration into...

$45k Bitcoin Can Happen… But the Data Says Don’t Panic | James Check & Joe Consorti

1 hr 2 min

Mentor Sessions Ep. 084: James Check and Joe Consorti analyze the Bitcoin market bottom, on-chain data, the AI bubble, and Strategy's sale in this 2026 macro breakdown. The Bitcoin bottom isn't confirmed — but James Check and Joe Consorti lay out exactly why $45K would break every precedent in Bitcoin's history and why 90% of the time price only goes higher from here. In this deep-dive conversation you'll learn why the market has entered what James calls the "time pain" chapter, how the AI bubble rotation could hand Bitcoin its bottom, and why Strategy's massive sale quietly killed one of Bitcoin's biggest pieces of FUD. You'll see the on-chain data behind long-term holders now sitting on 84% of supply, the 8-model study James ran to estimate when the bottom ends, and a concrete framework for DCA during downturns instead of chasing wicks. Joe breaks down the macro backdrop — oil, the 10-year Treasury at 4.7%, a hawkish Fed, and why the AI trade unwinding sets up a renewed risk-on environment. ⏱️ Timestamps: 0:00 - Intro 1:16 - James Argues Bitcoin Bottom Not In 2:31 - 45K Drop Matching 2015 Bear Market 3:39 - Why Bears Anchor to Round Numbers 4:27 - Self-Reinforcing Bearishness at Lows 5:34 - Joe on Bitcoin Resilience to News 6:17 - 79 Percent Drawdown Breaks Precedent 7:22 - Inflation Scare and Oil Price Swings 8:32 - Bitcoin Holds Amid Hawkish Fed 10:10 - February Capitulation and Loss Spike 11:47 - Bottoms Form on Malaise Not Vibes 13:06 - 200-Week Moving Average as Support 13:55 - Eight-Model Study on Bear Market End 15:59 - Joe on AI Trade Unwinding in Q4 17:32 - Bitcoin Led Market Lower This Cycle 19:35 - Iran Conflict Oil and Commodity Thesis 23:04 - Financial Nihilism and Rotating Capital 26:00 - Treasury Yields Housing and Inflation 30:31 - Boomers Mortgage Rates and Housing Shortage 33:07 - Australia's Housing Bubble Breaking 39:04 - On-Chain Data and Sentiment Washout 43:34 - Joe on Fear Greed and Next Narrative 47:43 - Blood in Streets Time to Accumul...

Hashrate Collapse, BIP-110 Chain Split & Banks Will Mine Bitcoin | Bob Burnett

1 hr 53 min

Mentor Sessions Ep. 083: Bob Burnett explains the Bitcoin hash rate decline, BIP-110 chain split, nation state mining, and why banks will mine block space. Bitcoin's hash rate has been declining for nearly a year for the first time in 16 years — and Bob Burnett of Barefoot Mining explains why it keeps falling straight through the next halving. This is the mining reset almost nobody is pricing in. In this conversation you'll learn why the big publicly traded miners quietly shed Bitcoin and pivoted to AI and data centers, why Bob believes financial institutions and nation states (Iran included) are the real next entrants — not energy companies — and why they'll mine for block space control rather than the coins themselves. You'll see how the BIP-110 (RDTS) activation at block 961632 in mid-August could trigger a chain split, exactly what miners and plebs should do before that block, and why the fight is really about Core's process and the SegWit discount, not just spam. Bob also breaks down the miner's trilemma, virgin Bitcoin premiums, and why the depths of despair is historically the best time to enter mining. ⏱️ Timestamps: 0:00 - Intro 1:11 - Harsh reality of Bitcoin mining in 2026 1:46 - Meet Bob Burnett of Barefoot Mining 2:00 - First year of falling hash rate 2:52 - Why hash rate drops through the halving 4:29 - Current-gen miners sold for pennies 8:18 - The miner's trilemma: energy, machines, capital 11:25 - Easy capital drove public miner overbuild 13:39 - Invasive apex predator wrecking the ecosystem 14:50 - Why public miners' production costs are broken 17:12 - Is the public mining model sustainable? 21:43 - Barefoot mines on sub-3-cent self-produced power 29:49 - Building a mining business that survives forever 31:39 - Enter mining in the depths of despair 34:14 - Is falling hash rate a network security threat? 35:36 - Could a bad actor mount a 51% attack now? 37:44 - Why Bitcoin can't balance the world's power grid 42:44 - Activists turning rural towns...

The AI Dangers Bitcoiners Can’t Ignore — And What to Do About It | Odell & Hill

1 hr 28 min

Mentor Sessions Ep. 082: Matt Odell and Matt Hill discuss AI model security risks, self-hosting infrastructure, open source vs frontier models, and Bitcoin's role in digital sovereignty in 2026. AI's most powerful models are being quietly locked away by governments — and the cheap API access you're building your business on is a subsidized trap with an expiration date. Matt Odell and Matt Hill join BTC Sessions to unpack what's really happening at the intersection of AI, open source sovereignty, and Bitcoin freedom tech in 2026. You'll learn why the frontier model subsidy era is ending and who gets wrecked when prices normalize, how Start9 runs an entire company on a $200/month plan (and why that won't last), what Odell thinks about the deepfake phishing attack that nearly fooled Matt Hill live on a Zoom call, and why the open source AI arms race may be humanity's last real shot at digital independence. You'll also see how the Start9 router and self-hosted security camera are the trojan horses that bring sovereignty tech to people who've never heard of Bitcoin. ⏱️ Timestamps: 0:00 - Intro 1:32 - AI model landscape and security risks 2:15 - Start9 runs on $200 monthly Claude plan 3:16 - AI subsidy trap and future pricing shock 4:09 - Local inference versus frontier model tradeoffs 7:32 - Odell on open source versus proprietary models 9:28 - Why Anthropic and OpenAI withheld top models 11:23 - Open source software and why control backfires 13:36 - China's open source strategy in AI geopolitics 18:47 - AI as intelligence of mass destruction risks 21:26 - Regulation landscape in Canada UK and Australia 27:01 - Operational security and AI-powered phishing threats 27:44 - Deepfake Zoom attack that fooled Odell 32:40 - Public key cryptography and verifiable identity 39:02 - Signal messenger sovereignty case study 43:55 - Do Bitcoiners lead digital sovereignty efforts 45:05 - Relentless freedom fighters win revolutions 55:42 - Drivers of Start9 adoption beyond Bitcoin no...

Warsh's Bluff, AI Bailout Risk & Bitcoin's Next Leg | Lepard & St. Onge

1 hr 1 min

Mentor Sessions Ep. 081: Peter St. Onge and Larry Lepard discuss Fed rate cuts in 2026, AI industry bailout risk, Bitcoin price outlook, US debt debasement, and gold targets. The Fed's hawkish pivot is already unraveling — and Bitcoin, gold, and silver are the first to price it in. Peter St. Onge and Larry Lepard break down exactly why Kevin Warsh's tough talk is a script, not a policy, and what that means for sound money holders in 2026. You'll learn why Lepard believes rate cuts are coming before the midterms, why the AI industry is quietly lobbying for a defense-contractor-style bailout, and why the monetary debasement trade is nowhere near dead — despite what the financial press is saying. You'll also get specific price targets for Bitcoin ($180K–$200K), gold ($7,000), and silver ($200), plus an honest breakdown of Strategy/MSTR and Michael Saylor's evolving playbook. If you're trying to understand where macro is heading and how to position in sound money, this is the conversation. ⏱️ Timestamps: 0:00 - Intro 1:00 - Warsh: Hawk or Secret Dove? 2:40 - Warsh More Dovish Than Rhetoric 5:00 - Balance Sheet Hawks Get Punched 6:25 - Rate Cuts Locked in Pre-Election 9:29 - Debt Forces Money Supply Growth 10:30 - AI Sets Up Government Bailout 13:43 - Bitcoin Volatility and Long View 14:25 - AI Crony Capitalism Playbook 17:28 - AI Commoditizes in Three Weeks 19:24 - Dot-Com Lessons for AI Buildout 29:03 - Legitimate AI Grievance Energy Costs 33:37 - Europe's Decline and US Advantage 37:18 - Japan Yen Debasement Midterm Play 46:34 - Saylor Strategy Bear Market Attacks 51:59 - Bitcoin Mirrors Fiat Boom Bust 54:07 - Gold Silver Bitcoin 2026 Targets 57:52 - Monetary Debasement Trade Accelerates 1:00:10 - Markets Embarrass Most Investors 🔗 Links & Resources: → Professor Peter St. Onge on X: https://x.com/profstonge → Professor Peter St. Onge: https://www.profstonge.com/ → Larry Lepard / EMA Gavekal: https://www.ema2.com → Lawrence Lepard: https://x.com/LawrenceLepard 💡...

Fed Regime Change, Bitcoin Cycles, AI’s Real Impact | Jeff Ross, Joe Carlasare, HODL

1 hr 15 min

Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI’s Real Impact | Joe Carlasare, American HODL & Dr. Jeff Ross Bitcoin may be bottoming right now — and Dr. Jeff Ross, American HODL, and Joe Carlasare just laid out exactly why. The Fed dropped forward guidance, MSTR has underperformed Bitcoin by 60%, and leverage is destroying portfolios. Here's the macro update you need to hear. In this episode you'll get Jeff Ross's case for why we're bumbling along a bear market bottom, Joe Carlasare's breakdown of the most impactful FOMC since the Bernanke era, and American HODL's blunt take on why leverage is not a time machine to being a Bitcoin OG. You'll also learn why Saylor's 32-BTC sale was a deliberate narrative violation, how three global currency blocs are forming around the dollar, gold-backed China, and Bitcoin, and what the rotation into hard assets means for the second half of 2026. ⏱️ Timestamps: 0:00 - Intro 1:32 - Joe on Fed Paradigm Shift and Dropping Guidance 3:49 - Jeff Ross Don't Fight Fiscal Stimulus 5:27 - Dollar Strength Risk-Off Impact on Bitcoin 8:01 - American HODL on Fed Shocking Markets Upside 14:39 - Greenspan-Style Fed Under Kevin Warsh for Bitcoin 16:17 - Iran Geopolitics and Three-Bloc Currency World 23:26 - US Economy Check Manufacturing Real Estate GDP 29:37 - AI Jobs and Low Actual Usage Rates 44:07 - Bitcoin Cycles Debate Case For and Against 47:15 - 2026 Resembles 2022 Treasury Firms vs Exchanges 55:30 - Michael Saylor MSTR Underperformance Narrative Shift 1:00:22 - 32 BTC Sale as Test Transaction Explained 1:05:16 - Leverage Not Shortcut to Bitcoin OG Status 1:10:04 - Q4 2026 Hard Assets Rotation Bitcoin Outlook 🔗 Links & Resources: • Joe Carlasare on X: @JoeCarlasare • American HODL on X: @americanhodl8 • Dr. Jeff Ross 💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io • Sovereign Sessions — AI...

Housing Crash, Immigration Crisis & Economic Ruin | Rabidoux & Temprile

1 hr 7 min

BTC Sessions Ep. 079: Housing Crash Exposed, Immigration Crisis & Economy on the Brink | Ben Rabidoux Canada's private sector is shrinking, homes in Ontario are selling for half their 2021 price, and 525,000 asylum claimants are stuck in a backlog with no real mechanism to remove bad actors. Ben Rabideau has been sounding the alarm since 2021 — and the data is finally catching up. In this episode, Ben Rabideau — one of Canada's most respected economic analysts — breaks down what the headline GDP numbers are hiding, why consumer confidence is as low as the depths of the 2008 financial crisis, and what the Bank of Canada's next move will hinge on. You'll learn why stripping out public sector employment reveals a deeply negative private sector jobs picture, how Ontario's housing market is producing court-ordered sales at 50 cents on the dollar, and why Ben believes single-family prices may be near a bottom — while rentals have years of decline ahead. You'll also get a clear-eyed look at Canada's asylum system vulnerabilities, the immigration fraud pipeline that ran through colleges like Conestoga, and why an AI policy framework written by an art dealer should concern every Canadian. ⏱️ Timestamps: 0:00 - Intro 1:56 - Technical Recession and Population Decline 2:39 - Ontario BC versus Alberta Economic Split 4:37 - Oil Prices and Alberta Investment Boom 6:06 - Government Policy Well Meaning or Incompetent 10:12 - Immigration Tightening What Has Changed 13:11 - Bank of Canada Rate Cut Binary 15:06 - Stripping Public Sector Jobs Picture 22:10 - Consumer Confidence at Crisis Lows 27:32 - Court Ordered Home Sales at Half Price 32:59 - Boomer Millennial Housing Transfer by 2030s 39:21 - US Housing 30 Year Mortgage Lock In 41:23 - Rising Credit Card and Mortgage Delinquencies 48:10 - Bill C 22 AI and Surveillance Issues 57:29 - Asylum Backlog and Immigration Fraud 1:03:18 - Common Sense Immigration Reforms 1:06:54 - Following Ben Rabideau and Edge Analytics 🔗 Links & Reso...

Simon Dixon Called The End Of The Iran War - Here’s What Happens Next

1 hr 18 min

BTC Sessions Ep. 078: The Iran War Was Theatrical, FIC Wins & Bitcoin Manipulation Exposed | Simon Dixon The Iran ceasefire was timed to the SpaceX IPO. The petrodollar is being deliberately broken. And your Bitcoin is being systematically moved into institutional custody — whether you realize it or not. Simon Dixon returns to lay out exactly how the managed transition to a multipolar world works, who's pulling the strings, and why self-custody is the only rational response. You'll learn why Simon argues China — not the US — won the financial and geopolitical contest, how the closure of the Strait of Hormuz was a manufactured pricing event to concentrate wealth upward, and why BlackRock's new Bitcoin Premium Income ETF is a carrot designed to get you to hand over your keys. You'll also understand the connection between digital ID legislation in the UK and Canada, AI surveillance infrastructure, and the "you will own nothing" endgame Simon has been tracking for years. Specific signals covered include the 30-year yield, the Japan carry trade break, the Bank of Japan rate hike to 1%, and the bond market dynamics that set the timeline for the entire war. ⏱️ Timestamps: 0:00 - Intro 1:14 - Simon Dixon Returns: Iran Deal and SpaceX IPO Timing 1:56 - China Wins: Financial Industrial Complex vs Transnational Capital 3:22 - Netanyahu as Middle Management in Power Hierarchy 3:58 - Multipolar Transition: Middle East as Financial Corridor 5:24 - Sovereign Wealth Funds and Informal Capital Alliance 6:41 - Manufacturing Strait of Hormuz Crisis for Wealth 7:38 - Markets Reveal Iran War as Theater via Oil Gold Bonds 9:25 - Liquidity Needs: Ping-Trump Meeting and SpaceX IPO 11:21 - Managed Transition and Bounded Escalation Explained 14:52 - Iran Deepens China Ties, Israel Pivots to GCC 16:24 - UAE Exits OPEC Breaking Petrodollar for New Security Model 19:46 - Israel Decapitates IRGC Hardliners for Regional Deal 25:16 - Multipolar World AI Dominance and Nuclear Energy Prize 30:48...

US Iran Failure, Bitcoin Bear Market Over, Yield Curve Control | Doomberg & Lavish

1 hr 1 min

Mentor Sessions Ep. 077: US Iran Failure, Bitcoin Bear Market Over & Yield Curve Control | Doomberg & James Lavish The Iran ceasefire just reshuffled global energy, dollar dominance, and Bitcoin's role as sound money — James Doomberg breaks down what it actually means for your portfolio in 2026. In this episode, Nathan sits down with James Doomberg — one of the sharpest macro and energy analysts in the space — to unpack the cascade of events reshaping markets right now. You'll learn why the Iran ceasefire is a bigger geopolitical pivot than most investors realize, how the SpaceX IPO may function as a financial suppression tool for retail capital, and why Doomberg believes energy markets are sending misleading signals driven by Chinese demand dynamics and a global overbuild. You'll also see exactly why Bitcoin and gold are rising in tandem — and why Doomberg argues monetary debasement makes that trend structural, not cyclical. Finally, you'll understand what yield curve control would mean for bond holders and why the K-shaped economy is deepening in ways that make sound money more critical than ever. • Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1 ⏱️ Timestamps: 00:00 Bitcoin Bear Market is Over 00:10 The Iran War Outcome 00:26 China Flexes Oil Power 00:35 K-Shaped Economy & Credit Card Defaults 00:43 Yield Curve Control & Money Printing 00:52 SpaceX as Financial Suppression 01:09 Intro & Context 06:25 US Achieved None of Its Objectives in Iran 07:34 Gold & Bitcoin Bullish After Iran 08:17 Bear Market in Bitcoin is Over 09:40 A Profound & Historic Outcome 10:20 US Dollar Dominance is Cracking 11:10 Freezing Russian Assets Was a Catastrophic Mistake 14:28 Bitcoin Bear Market is Over (Revisited) 15:38 All Roads Lead to Yield Curve Control 17:45 Multipolar World & Weaker Dollar 19:29 Massive Money Printing is Coming 24:26 Gold & Bitcoin Will Rip Higher 26:32 SpaceX Ponzi as Financial Suppression 32:...

New Law Creates ‘Giant Surveillance Map’ of Every Citizen | Dr. Michael Geist

45 min

Mentor Sessions Ep. 076: The Giant Surveillance Map Canada Wants to Build on Every Citizen, Encryption Backdoors Coming to Bill C-22, and What Bitcoiners Must Know | Dr. Michael Geist Canada's Bill C-22 would force companies to retain your metadata for up to 12 months, potentially mandate encryption backdoors, and could push Signal out of Canada entirely — and it affects Five Eyes allies including Americans. In this episode, legal scholar and digital rights expert Professor Michael Geist breaks down exactly what's in Bill C-22 (Canada's lawful access legislation), why mandatory metadata retention is far more invasive than the government admits, and how the bill contradicts Canada's own stated commitment to privacy rights. You'll learn why Signal has said it cannot operate under these requirements, how Five Eyes intelligence sharing means American data could be swept into this net, and what ordinary Canadians can actually do before Parliament reconvenes in September 2026. You'll also see how Canada's "AI for All" strategy is in direct tension with its surveillance ambitions — and why Professor Geist says you can't create a fundamental right to privacy in the morning and mandate metadata collection in the afternoon. ⏱️ Timestamps: 0:00 - Intro 1:03 - Professor Michael Geist on Bill C-22 1:57 - Lawful Access and the Surveillance Debate 3:22 - Bill C-22 Metadata Retention and Encryption 6:17 - Why Metadata Reveals More Than Content 8:01 - Police Use Case for Mass Metadata 9:24 - Evidence Justifying New Surveillance Powers 11:19 - Bill C-22 Supreme Court Challenge Risk 12:47 - Five Eyes Data Sharing Concerns 14:27 - Global Surveillance Laws in Australia and UK 18:12 - Signal Threatens to Exit Canada 19:54 - Economic Risks to Canadian Tech Sector 20:53 - Privacy Rights Versus Metadata Mandates 22:36 - How Canadians Can Push Back on Bill C-22 26:47 - Canada's AI for All Strategy Explained 31:16 - Digital Sovereignty and Foreign Data Centers 37:16 - Gaps in the AI Strate...

Trump Weaponizing Bitcoin & Dollar to Crush European Globalists | Luongo & Bauerle

1 hr 24 min

Mentor Sessions Ep. 075: The Brutal Truth About Bitcoin in the NEW Dollar System, The Death of the Uniparty, and How Trump Is Rewiring Global Trade | Tom Luongo & Nolan Bauerle Bitcoin will be a collateral asset in the new dollar system — not the immediate replacement for it. Tom Luongo and Nolan Bauerle map out exactly why that order of operations matters, who is fighting it, and what the Iran conflict, Fannie/Freddie, and the Alaska-Russia trade corridor all have to do with Bitcoin's ultimate role. In this conversation you'll learn why Tom Luongo argues Wall Street already has the Bitcoin bug and the energy industry is next — and why that sequence, not retail adoption, is what actually shifts monetary reality. You'll see how Nolan Bauerle connects Bitcoin's "don't trust, verify" ethos directly to election integrity and why Bitcoiners broke so decisively for Trump in 2026. You'll understand the bimetallic framework Tom has been building for two years: America, Russia, China (ARC) as the geostrategic reality, with Bitcoin and gold as the collateral layer underneath a redesigned dollar system. And you'll hear both guests explain why the City of London's 40-year control of the eurodollar market — and its grip on Fannie, Freddie, and long-end yield curves — is the hidden architecture of the war being fought right now. ⏱️ Timestamps: 0:00 - Intro 1:32 - Tom's 30,000 Foot View on Iran 3:34 - Rewiring Trade Away from Choke Points 5:20 - Iran's Collapse and IRGC Private Equity 7:15 - Trump Wins Civil War Inside GOP 9:31 - MAGA Civil War Narrative is Fake 10:29 - Bitcoin Inside Dollar Framework 12:07 - Dollar Dominance with Bitcoin Collateral 19:03 - Bimetallism Stablecoins and Sound Money 22:12 - Wall Street Bitcoin and Energy Next 30:52 - Dollar Liquidity Crisis and SOFR 44:22 - Why Bitcoiners Voted for Trump 47:15 - Election Integrity and Prediction Markets 53:12 - Privacy Property Rights vs CBDC 59:49 - Government Audits and Transparency Shift 1:05:29 - Fannie Freddi...

AI House of Cards, Dystopia Warning, Bitcoin Mining Wins | Samson Mow & Jeff Booth

1 hr 1 min

073: Why AI Mania Is a Trillion-Dollar Trap, Why Freedom Is Eroding Into Real-Time Dystopia, and How Bitcoin Mining Absorbs the Entire Oversupply | Samson Mow & Jeff Booth The fiat debt system is mathematically insolvent — and Jeff Booth and Samson Mow lay out exactly why the pain is coming whether you own Bitcoin or not. This is one of the most direct conversations on financial sovereignty, AI capital misallocation, and the closing window for individual freedom you'll find anywhere in 2026. You'll learn why Jeff believes the 4-year Bitcoin cycle theory has been broken and what's actually driving sideways price action right now. You'll see how Samson connects AI infrastructure over-investment to a dot-com-style collapse — and why Bitcoin mining is positioned to absorb the fallout. You'll understand the specific tools — Fedimint, Aqua Wallet, self-custody, running a node — that let you exit the system before governments restrict freedom of movement. And you'll hear both guests explain why AI will eviscerate DeFi protocols like Ethereum and Solana, draining funds and pushing survivors back to Bitcoin. ⏱️ Timestamps: 0:00 - Intro 1:09 - Introducing Jeff Booth and Samson Mow 2:00 - Bitcoin Four-Year Cycle Theory Is Broken 3:17 - AI Driving Capital Rotation From Bitcoin 4:49 - AI Mania Dwarfs the Dot-Com Bubble 7:47 - Local AI Inference and Oversupply Risks 11:40 - Stablecoins Trap Users in Fiat 14:34 - Are Cypherpunks Disappearing From Bitcoin? 16:22 - Barriers to Nation-State Bitcoin Adoption 22:20 - Fiat Debt System Is an Illusion 31:17 - Governments Will Restrict Freedom of Movement 33:51 - We Are Already Living in the Matrix 41:47 - Bitcoin ETFs: Evolution or Centralized Capture? 47:54 - Practical Steps to Reclaim Sovereignty 51:44 - Fedimint and Essential Bitcoin Privacy Tools 54:24 - AI Accelerating Altcoin Death Spiral 57:50 - Liquid, Lightning and Aqua Wallet Explained 🔗 Links & Resources: • Jan3: https://jan3.com • Samon X: https://x.com/Excellion • Jeff B...

"The Dying Phase of Capitalism” - War and the Trillion Dollar Ponzi | Dixon & Collum

2 hr 0 min

Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave Collum Capitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down. Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control. ⏱️ Timestamps: 0:00 - Intro 1:27 - Simon Moves Goalposts on Iran Deal 5:27 - Timing Iran Deal with Major IPO Liquidity 8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales 9:33 - Gamma Squeeze Driving Equity Ponzi Scheme 11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears 13:56 - America Not Sovereign, Controlled by Financial Complexes 15:15 - Fed Must Expand Balance Sheet to Fix Bonds 16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion 22:17 - Passive Flows Insufficient for $3 Trillion IPOs 37:11 - China Could Rug Pull Bonds, Stocks, Commodities 42:18 - DeepSeek Moment Reveals China's AI Advantage 49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical 53:26 - BlackRock Aladdin Directs All Institutional Flows 1:00:31 - Centr...

It’s Not War or Disease that Ends the World — It’s an AI Chat Bot | Dr. Roman Yampolskiy

58 min

Mentor Sessions Ep. 072: Why “2-3 Years to Human-Level AI” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Tech Breakthrough But the Start of Superintelligence Deciding Humanity’s Fate, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Dr. Roman Yampolskiy AI safety researcher Roman Yampolskiy says we're 2-3 years from human-level AI — and after that, it's up to the AI to decide how much time we have left. If that sentence didn't make you pause, this conversation will. In this deep-dive interview, Dr. Roman Yampolskiy — one of the world's leading AI safety researchers and the scientist who helped define the field — breaks down why superintelligence isn't a distant sci-fi threat but a near-term mathematical certainty. You'll learn why containment strategies are provably impossible (you can't have someone with an IQ of 60 guarding someone with an IQ of 200), why AI systems in experiments already choose to eliminate humans rather than be deleted or modified, and why an AI with internet access doesn't need a physical body — it can pay someone in Bitcoin to do whatever it needs in the physical world. You'll also hear Roman's surprisingly clear-eyed take on what assets survive an AI-dominated economy (scarce resources, Bitcoin, attention), why narrow AI tools are a gift to humanity while general agents are an existential threat, and what individuals can realistically do when most of the decision-making power sits with a handful of labs and governments. This is one of the most important conversations BTC Sessions has hosted — not because it's comfortable, but because it's honest. ⏱️ Timestamps: 0:00 - Intro 1:33 - Defining Intelligence in AI Systems 3:10 - Tools Versus Agents in AI Development 4:49 - How LLMs Predict Next Tokens Internally 7:00 - Consciousness and Internal States in AI 8:49 - Current Limits to Superintelligent AI 10:58 - The Overlooked Risks of Superintelligence 12:04 - How AI Could Eliminate Humanity 14:22 - Instrumenta...

‘Bond Market Fire Alarm’ The Next Financial Crisis | Bhatia & Consorti

57 min

Mentor Sessions Ep. 071: Why the “Bond Market Fire Alarm” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Yield Spike But the Beginning of the Eurodollar System Attack, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Bhatia & Consorti Treasury yields are flashing red globally — and Nik Bhatia (The Bitcoin Layer) and Joe Consorti break down exactly why this matters for Bitcoin, the dollar, and the world economy in 2026. Japanese government bond yields just hit their highest level since 1996. The Strait of Hormuz closure triggered an oil shock feeding inflation. And Scott Bessent has quietly told the world that gold and Bitcoin are the neutral reserve assets the system needs. If you're not watching this angle, you'll miss the next decade of Bitcoin's rise. In this deep-dive macro conversation, you'll learn: — Why Nik says the bond market is "flashing a fire alarm" but the US is more resilient than the rest of the world — How the Japanese carry trade unwind threatens global equity markets and what JGB yields at 30-year highs really signal — Why the Eurodollar system is under attack — and how the Strait of Hormuz crisis accelerates that — What repo markets are actually showing right now (the opposite of crisis, and why that matters) — Iran's Bitcoin-backed insurance policy and why Joe calls it "the most important geopolitical Bitcoin development in history" — Why Scott Bessent's "neutral reserve asset" comment is the most bullish Bitcoin signal hiding in plain sight — Joe's probabilistic $150K Bitcoin price framework for 2026 — and Nik's 50/50 all-time-high call by year end ⏱️ Timestamps: 0:00 - Intro 1:24 - Introducing Nik Bhatia and Joe Consorti 2:08 - Nik's Localized View on Bond Market Risks 3:29 - Why a Rising Dollar Raises Concerns 4:37 - US Economy Can Sustain 4.5% Yields 7:14 - Inflation Sources: Oil Shock Plus Demand 10:52 - Joe Breaks Down JGB Yields and Carry Trade 16:18 - TACO Framework or Bessent as Volatility Chief 21:5...

"Privacy Is NOT a Right" – But It Is Your Best Defense | Molyneux & Hillebrand

1 hr 30 min

Mentor Sessions Ep. 070: Why “Nothing to Hide” Is the Most Dangerous Lie Ever Sold, Why Privacy Is NOT a Right But Your Only Real Defense, and How Tech Can Crush Free-Range Serfdom | Molyneux & Hillebrand Privacy is a consequence of property rights — and the government is racing to destroy both. Stefan Molyneux and Max Hillebrand join BTC Sessions for a rare, unfiltered debate on why surrendering your financial data to CBDCs is the endgame of totalitarian control, and how Bitcoin privacy tools like Coinjoin and zero-knowledge proofs are the last line of defense. You'll learn why the 'nothing to hide' argument is one of the most dangerous lies ever sold to the public, how social credit scores are already being constructed through blockchain surveillance, and why Max Hillebrand's work on Wasabi Wallet — funded entirely by a 0.3% fee — paid 40 engineers without a single government grant. You'll also see Stefan and Max debate intellectual property from first principles, explore whether privacy is an outcome or a prerequisite of a free society, and understand why the OODA loop from military strategy explains exactly why financial privacy keeps you safe. ⏱️ Timestamps: 0:00 - Intro 1:02 - Introducing Stefan Molyneux and Max Hillebrand 1:42 - Online Age Verification and Privacy Trade-Offs 2:14 - Dangers of the Nothing-to-Hide Argument 4:59 - Child Protection Versus State Surveillance 7:12 - When Privacy Violations Are Morally Justified 9:00 - Max Hillebrand Defines Privacy 10:03 - Privacy as a Property Right 11:10 - Free Market Age Verification Solutions 12:44 - Zero-Knowledge Proofs for Private Age Checks 13:42 - Social Credit Scores and Reputation Attacks 17:30 - Anonymity as Defense Against Reputation Harm 18:39 - Ostracism Versus State Enforcement 21:35 - AI Removing Limits on Totalitarianism 25:35 - Financial Privacy for Sound Money 30:35 - Privacy as OODA Loop Military Defense 33:09 - Bitcoin's Built-In Privacy Shortcomings 34:16 - CoinJoin for Obfuscating Bitcoi...

Lavish vs Doomberg: The Shocking Risks in Oil & MicroStrategy No One Else Sees

1 hr 7 min

Mentor Sessions Ep. 069: Why Oil Refuses To Explode Despite The Iran War, Why Michael Saylor’s MicroStrategy Is Bitcoin’s Biggest Hidden Risk, and How The K-Shaped Economy Is Splitting America In Two | Doomberg & James Lavish Iran's conflict is threatening the Strait of Hormuz — and energy markets are not pricing it in. Doomberg and James Lavish join BTC Sessions to break down what an oil shock at $150+ means for the global macro picture, Bitcoin's role as sound money in an energy war, and whether Michael Saylor's Strategy dominance is quietly keeping new investors out of Bitcoin. In this conversation you'll learn why Doomberg believes the energy market is sending signals most macro analysts are ignoring, how James Lavish connects an oil supply shock to accelerated monetary debasement and Bitcoin demand, what specific risks Strategy's outsized Bitcoin concentration creates for retail adoption, and why both guests see the current geopolitical moment as one of the most important macro setups for Bitcoin in 2026. You'll also hear their honest assessment of whether Saylor's approach is a net positive or a structural risk for the broader Bitcoin ecosystem. ⏱️ Timestamps: 0:00 – Intro 2:17 – Why Doomberg didn’t see $150 oil coming 6:29 – Strait of Hormuz & the oil glut nobody is pricing 12:55 – What an oil shock really does to inflation 18:18 – James Lavish on debasement & the K-shaped economy 34:28 – Michael Saylor & MicroStrategy: hero or concentration risk? 38:55 – Is MicroStrategy keeping retail out of Bitcoin? 51:15 – What Doomberg would tell energy investors about Bitcoin 1:02:11 – 2026 Bitcoin & Oil price predictions 1:05:19 – Where to follow Doomberg & James Lavish 🔗 Links & Resources: → Doomberg Substack: https://doomberg.substack.com → https://x.com/DoombergT → James Lavish Newsletter (The Informationist): https://jameslavish.substack.com → https://x.com/jameslavish Bitcoin + Privacy + Security: https://btcmentor.io/untouchable-bitcoiner/ Bitcoin...

Who Really Controls the Iran War | Krainer & Dixon

2 hr 11 min

Mentor Sessions Ep. 068: Who Really Controls When the Iran War Ends, Why the World Will Be Unrecognizable in Just 3-5 Years, and How Trump Is Long Bitcoin While Asset Stripping America | Alex Krainer & Simon Dixon The Iran conflict isn't just a military standoff — it's a financial and geopolitical operation with specific power players steering the outcome. Alex Krainer and Simon Dixon name them. In this conversation, Alex Krainer and Simon Dixon break down the hidden architecture behind the Iran war in 2026 — who controls its escalation, who benefits from its continuation, and why the official narrative misses the real story. You'll learn which financial and geopolitical factions have the most to gain from prolonged conflict, why the war's end date is not determined by military outcomes, and how this connects to the broader global monetary reset both guests have been tracking for years. You'll also see why Simon Dixon argues this is fundamentally a financial operation dressed as a military one — and what that means for Bitcoin as a neutral reserve asset in a world fracturing along these fault lines. ⏱️ Timestamps: 0:00 – Intro 1:07 – Who ultimately controls when the Iran war ends 1:37 – Alex Krainer frames the conflict's true nature 9:59 – The financial powers driving the Iran operation 11:16 – Simon Dixon on the monetary reset connection 22:24 – Which faction benefits most from prolonged conflict 29:33 – Why the media narrative misses the real story 35:26 – The Iran timeline nobody is discussing in 2026 55:56 – What escalation means for Bitcoin and hard assets 1:07:10 – How this conflict ends — and who decides 1:26:48 – Final takes from Krainer and Dixon 🔗 Links & Resources: • Alex Krainer on X: https://x.com/NakedHedgie • Simon Dixon on X: https://x.com/SimonDixonTwitt Bitcoin + Privacy + Security: https://btcmentor.io/untouchable-bitcoiner/ Bitcoin Survival Workshop: https://btcmentor.io/bitcoin-survival-workshop-2026/ 📌 Previous Episodes:...

The Big Lie Masking America’s 50-Year Economic Collapse | Mike Green & Jeffrey Tucker

1 hr 27 min

Mentor Sessions Ep. 067: The Big Lie Masking America’s 50-Year Economic Collapse, Boomers Hoarding All Assets With No Buyers Left, and Why AI Demands Expertise| Michael Green & Jeffrey Tucker What if the problem isn't the policy — it's the system itself? Michael Green and Jeffrey A. Tucker sit down for a rare, wide-ranging conversation that cuts to the root of what's wrong with modern economics, monetary policy, and the assumptions most people never think to challenge. From the structural shifts that began in the mid-20th century to the invisible architecture of today's financial system, this discussion pulls back the curtain on ideas that mainstream economists refuse to touch. In this conversation, you'll learn why participation in the current financial system doesn't equal understanding of it, what economic data from 1950 reveals about where we are today, how the incentives baked into modern money shape behavior at every level of society, why Bitcoin represents a genuine alternative rather than just another asset, and what both Green and Tucker believe must change before any real economic reform is possible. If you've ever felt like the official explanations don't add up — this conversation will give you the framework to understand why. ⏱️ Timestamps: 00:00 - The Dual Income Trap: How Two Incomes Masked America's Decline 00:01:02 - Introducing Michael Green & Jeffrey Tucker 00:01:36 - Jeffrey Tucker: The Real Story Behind Household Income Stats 00:06:33 - 1950 (20%) vs 1990s (65%): Rise of Dual Income Households 00:10:05 - Michael Green on Expenses, Childcare & True Economic Health 00:13:46 - $30,000/Year Childcare: The Hidden Cost Destroying Families 00:17:41 - Golden Handcuffs: Corporate Jobs & Benefits Trap 00:20:05 - Retirement System That Forces Boomer Asset Hoarding 00:23:57 - Demographic Crisis: No Buyers Left for Boomer Assets 00:27:28 - Housing Market Breakdown & Reverse Mortgages 00:32:45 - Why Individualism Over Community Broke the System 00:39:56 -...

"Everything Changes in 5 Years" — Bitcoiners Must Prepare to Escape | Katie Ananina

57 min

Mentor Sessions Ep. 066: Bitcoiners Are Racing for the Exits, Germany Now Requires Military Approval to Leave the Country, and Why Bitcoin + Passport Portfolio Is Your Life-or-Death Survival Plan | Katie Ananina We're 18 years into the Fourth Turning. According to Katie Ananina, founder of Citizen X, that means the next 5 to 7 years will reshape borders, tax regimes, and individual sovereignty in ways most people aren't prepared for. In this conversation, Katie breaks down exactly who is leaving, where they're going, and why the window to act is narrowing fast. Whether you're a Bitcoiner protecting generational wealth, a high-net-worth individual seeking legal tax optimization, or simply someone who wants options — this is the roadmap. You'll learn which jurisdictions are actively welcoming Bitcoin wealth, what a real exit strategy looks like, and the specific mistakes people make when they wait too long to move. ⏱️ Timestamps: 0:00 - 18 Years Into the 4th Turning: Why Everything Changes in the Next 5–7 Years 0:30 - Who’s Panicking & Racing for the Exits Right Now? 1:18 - Germany, France & UK: The Countries Losing Sleep 2:54 - Normies Want to Move to Canada… Bitcoiners Say No 3:24 - $100K African Passports: Sierra Leone, Botswana & the New Plan B 4:23 - Why Bitcoiners Want “Blood Diamond” Passports from Sierra Leone 5:49 - The Genius Logic Behind Low-Profile “Invisible” Passports 6:08 - Ancestry Passports: Poland, Egypt, Cambodia & How Far Back You Can Go 8:49 - Germany Just Activated Pre-Mobilization & Draft Prep 10:00 - Why You May Soon Need Military Approval to Leave Germany 13:24 - Suicidal Empathy: Germany’s Generational Guilt Is Cracking 15:23 - France, UK & the Coming Social Unrest 18:00 - BTC Mentor: Personalized 1-on-1 Bitcoin Guidance 19:41 - The 4th Turning Fully Explained (1929–1945 vs 2008–2026) 23:09 - Bitcoin + Passport Portfolio: The ONLY Two Assets That Survive Crisis 25:37 - Is Dubai Still Safe? The Reality Check 28:01 - Where Bitcoiners Are Actu...

‘One Bitcoiner Is Kidnapped Every Week’ — How Pros Protect Ultra High Net Worth

1 hr 14 min

Mentor Sessions Ep. 065: One Bitcoiner Kidnapped Every Week, You're Literally One Search Away From a Physical Attack, and Why Privacy Is Now Life-or-Death Security | Wayne DeCoste & Chris Wingfield One Bitcoiner is kidnapped and tortured somewhere in the world every single week. And you could be next — without ever knowing you were a target. Security experts Wayne DeCoste and Chris join BTC Sessions to break down the escalating wave of physical and digital attacks targeting Bitcoiners and high-net-worth individuals in 2026. You'll learn exactly how data brokers and AI are eroding your privacy in real time, what real-world attack case studies reveal about how criminals select their victims, and the specific digital, physical, and operational security steps you can take today to dramatically reduce your exposure. Whether you hold one bitcoin or one hundred, this conversation could save your life. ⏱️ Timestamps: 0:00 - Intro: "One Bitcoiner Kidnapped Every Week" 1:17 - Meet Wayne DeCoste and Chris — Who They Are and Why They're Here 2:11 - The Escalating Attack Statistics on Bitcoiners and Crypto Holders 3:49 - Real-World Case Studies: What Actually Happened to Victims 6:08 - The Data Broker Ecosystem: How Your Information Is Already Out There 9:18 - AI and Data Breaches: The New Weapons Used Against You 11:58 - How Criminals Select Their Targets: The Threat Assessment Process 19:32 - Digital Security Fundamentals Every Bitcoiner Needs 48:20 - Physical Security: Hardening Your Home and Daily Routine 55:05 - Operational Security (OpSec): What You Say, Post, and Share Online 1:02:30 - Privacy Tools That Actually Work in 2026 1:09:00 - What High-Net-Worth Individuals Do Differently 1:15:45 - The Biggest Mistakes Bitcoiners Keep Making 1:22:10 - Step-by-Step: Building Your Personal Security Plan 1:28:50 - Final Warnings and Where to Learn More 🔗 Links & Resources: → Wayne DeCoste: https://www.rescorgroup.com/ → Chris Wingfield: https://360privacy.io/ Bitcoin + Priva...

We’re in the FINAL Phase of the Global Reset (Iran Update) | Simon Dixon

1 hr 14 min

Mentor Sessions Ep. 064: The Iran 'War' Is Pure Theater, America's Planned Asset Stripping, and the Final Phase of the Global Reset | Simon Dixon The Iran conflict looks like the world is on the brink of World War 3. Simon Dixon says it's a carefully staged negotiation — and the real prize isn't territory. It's oil prices, currency agreements, and Bitcoin. Simon Dixon returns to break down why the Iran-U.S. standoff is better understood as a theatrical operation run by the OPEC and financial industrial complex to transition Iran into a Chinese-led new world order. In this conversation, Simon explains how BlackRock's Aladdin algorithmic trading system is being used to manage oil price narratives, why Iran's Bitcoin mining operations are a significant leverage point in back-channel negotiations, and how figures like J.D. Vance are being positioned for future political roles in this transition. You'll walk away understanding exactly which economic signals to watch — energy prices, currency pegs, global equity markets — as leading indicators of how this geopolitical restructuring plays out. ⏱️ Timestamps: 0:00 – Intro: “It’s meant to look like World War 3” 0:44 – Bringing Simon Dixon back on for the urgent update 1:06 – Interview begins with Simon 1:50 – Why the Iran “War” is pure theater (OPEC & Financial Industrial Complex explained) 2:52 – China’s role in transitioning Iran into the new world order 5:24 – “America is to be asset stripped” – the real goal of the operation 8:20 – How high oil prices are deliberately wiping out the middle class 11:00 – Rebuild contracts: Who really profits (Cheniere, Halliburton, Gulf SWFs) 13:45 – The theatrical blockade & Strait of Hormuz drama 18:10 – BlackRock’s Aladdin system and algorithmic oil price control 22:30 – Gulf countries, Iran, and the back-channel negotiations 32:55 – The nuclear narrative as 30-year geopolitical leverage 36:45 – Oil price targets and what a deal actually looks like 47:10 – J.D. V...

‘Sellers Exhausted’ What Bitcoin On-Chain Data Reveals | James Check

58 min

Mentor Sessions Ep. 063: “Sellers Exhausted” – Bitcoin On-Chain Proof The Bottom Is Forming, and James Check’s Bold Shot at 100K | James Check The charts are sending a signal — but is anyone reading them correctly? James Check (Checkmatey), one of Bitcoin's most respected on-chain analysts, sits down with BTC Sessions to cut through the noise on where Bitcoin actually stands right now. From sentiment extremes and on-chain bottom indicators to the silver market FOMO spilling into crypto, macro headwinds, and the long-term future of Bitcoin mining under quantum computing pressure — this is the data-driven Bitcoin conversation you have been waiting for. After watching, you will know exactly which on-chain metrics to watch, why macro conditions are shaping this cycle differently, and what serious Bitcoiners are doing with this information right now. ⏱️ Timestamps: 0:00 - Intro & Teaser: Seller Exhaustion in Bitcoin 0:54 - James Check Joins the Show 1:18 - The Silver FOMO Story: James Check’s Real-World Sentiment Experiment 6:24 - Current Bitcoin Sentiment: Geopolitical Chaos vs Seller Exhaustion 9:13 - James Check’s Thesis: Why 2025 Was Actually a Bear Market 11:16 - 60K Capitulation: Bottom 10% of All Days & “Deep Value” 16:55 - Key On-Chain Metrics: Realized Price, True Market Mean & Cycle Position 20:06 - On-Chain Volume Collapse & Long-Term Holder Behavior 24:02 - Sponsor: BTC Mentor (Personalized Bitcoin Guidance) 25:26 - ETFs, Institutions & Retail Demand – What the Data Actually Shows 28:40 - Time Pain Ahead? Relief Rally or More Chop? 33:58 - Bitcoin Miner Capitulation, AI Pivot & Power Strategy 42:33 - Corporate Bitcoin Treasury Strategy – Is the Play Over? 44:44 - Quantum Computing Threat to Bitcoin: James Check’s Balanced View 57:08 - Final Prediction: Bottom Before Year-End + Shot at 100K? 58:01 - Outro & Where to Find James Check 🔗 Links & Resources: James Check: https://x.com/_Checkmatey_ https://www.checkonchain.com/ Bitcoin Survival Workshop: http...

Trump’s Actions Never Made Sense - Until Now | Lepard & Dixon

1 hr 40 min

Mentor Sessions Ep. 062: CIA’s Deep State Ultimatum, the Next 7–10 Trillion Dollar Print, and Who Really Controls Trump | Lawrence Lepard & Simon Dixon Shadow forces. Transnational capital. A financial system designed to keep you dependent. And Bitcoin sitting at the center of the most important power struggle of our time. In this conversation, we go deep on the geopolitical and financial forces reshaping the world in 2026 — who controls them, how they operate, and why Bitcoin and AI are forcing a reckoning that the old guard cannot stop. You'll come away with a clearer picture of how global power actually flows, why the legacy financial system is structurally compromised, and what the rise of decentralized money means for ordinary people caught in the crossfire. This isn't speculation — it's a framework for understanding what's happening right now and why it matters to every person holding bitcoin. ⏱️ Timestamps: 0:00 - Intro: Shadow forces and hidden control 3:45 - How transnational capital operates outside governments 9:20 - The architecture of the modern financial system 15:10 - Why nation-states are losing power to private networks 21:30 - The role of AI in accelerating the power shift 28:00 - Bitcoin as a neutral, apolitical monetary network 34:15 - How shadow forces view Bitcoin as a threat 40:50 - The coming global reset — timeline and triggers 47:20 - Gold vs. Bitcoin in the new monetary order 53:40 - What individuals can do to protect themselves now 59:10 - Final thoughts and where to follow the guest 🔗 Links & Resources: Simon Dixon: https://x.com/SimonDixonTwitt Lawrence Lepard: https://x.com/LawrenceLepard Bitcoin Survival Workshop: https://btcmentor.io/bitcoin-survival-workshop-2026/ Simon's Links: From 9/11 to the White House: When the Ex-Al-Qaeda Boss Becomes Syria’s President and Dines with Trump https://www.simondixon.com/blog/al-qaeda-boss-white-house-911-truth Is Trump Blackmailed by Epstein? https://www.simondixon.com/blog/trump-epstein...

See all 200 episodes

–

0 ratings from members

5
4
3
2
1

Rate this podcast

Log in to rate and review the shows you listen to.

No reviews yet — be the first member to rate "BTC Sessions".

This podcast, its content and its artwork are not owned by, affiliated with, or endorsed by Castquire.

Keep listening

Discover more podcasts like this.

Browse podcasts See the charts

Up next

  1. Nothing queued. Use + Queue on any episode to line it up.

0:00 0:00

Cookies

We set only what the site needs to sign you in and remember your theme. No advertising, no analytics. Read more.