Brendan and Jon break down the macro impact of the new administration on global markets, diving into inflation, Fed policy, and a surging dollar. They explore gold’s 15-16% rally, supply chain concerns, and how Bitcoin’s digital utility sets it apart. The conversation touches on MicroStrategy’s role in institutional adoption and the geopolitical chess match between the U.S. and China shaping global liquidity. Tune in for insights on how these forces are influencing Bitcoin, gold, and institutional strategies.

On this episode, we’re joined by Matt Dines, co-founder and CIO/CFO of Build Asset Management, to explore Bitcoin’s evolving role in investment strategies. Matt shares his journey into Bitcoin and its potential as collateral for credit expansion, emphasizing its importance in preserving purchasing power amid rising US Treasury debt. He discusses the transition from traditional fiat systems to Bitcoin-backed credit, forecasting a $40 trillion credit expansion over the next decade. Matt also dives into the geopolitical shift from a unipolar to a multi-polar world and how Bitcoin could play a key role in diversifying reserve assets beyond the US dollar.

In our first episode of the new year, partners Brendan Quinn and Jon Frisch, set the stage for Bitcoin trends in 2025. Institutional adoption is finally here, fueled by the launch of Bitcoin ETFs—the vehicle Wall Street needed. Retail investors took Bitcoin from $0 to $2 trillion, but institutions could drive it to $10 trillion, rivaling gold. Companies and governments are now poised to be the largest BTC buyers. Credit is emerging as the vital bridge between traditional and digital finance. We also discuss the need to support entrepreneurs uncovering innovative solutions beyond the obvious.

Our partners, Brendan Quinn and Jon Frisch, reflect on Bitcoin's monumental year in 2024,  topping at $107,000 per bitcoin. With BTC ETFs going live—becoming some of the best-performing funds ever—Bitcoin has solidified its place in portfolios beyond retail investors. They explore how election dynamics, including a pro-crypto "Red Wave," and nation-state game theory are driving adoption, with countries potentially buying Bitcoin to outpace the U.S. Could this spark the next big price surge? 

They also discuss shifting Overton windows, MicroStrategy’s bold strategy, and whether fear of government bans is fading. Tune in for this deep dive into Bitcoin’s unprecedented year and its future implications.

In this episode, we sit down with Sam Callahan, a leading Bitcoin educator who’s on a mission to empower investors and institutions with the knowledge they need to navigate the evolving world of Bitcoin. With roles on the Advisory Boards of MARA Holdings and Acropolis, our guest brings a wealth of expertise and insights to the table.

Sam is also the author of The News Block, a go-to Substack for staying informed on the latest Bitcoin trends and developments. Tune in as we explore his journey, the importance of education in driving Bitcoin adoption, and what’s next for this groundbreaking financial ecosystem.

We sat down with Carlos Chida, co-founder and Chief Technology Officer at Yopaki, a trailblazing company aiming to redefine the neobank experience. Yopaki integrates Bitcoin-centric technology with deep cultural insights, offering innovative solutions for financial empowerment. In our conversation, Carlos shares his compelling Bitcoin origin story, sheds light on the challenges of acquiring financial assets in countries like Mexico, and outlines Yopaki’s vision for a future where financial tools are universally accessible. His insights highlight the transformative potential of Bitcoin in addressing global financial friction and fostering greater inclusion.

Our managing partners, Brendan Quinn and Jon Frisch, discuss what may be driving Bitcoin’s recent surge to all-time highs.

Andrew Newman is one of the co-founders of PubKey Bar and Media House. We sat down with Andrew at PubKey, a bitcoin cultural center embedded in a dive bar in New York City's historic Greenwich Village. It hosts weekly free events for the public that cover the entirety of the bitcoin landscape. Pubkey's mission is to make bitcoin fun and accessible. We discussed Andrew’s background, PubKey’s origin story and its place in the bitcoin ecosystem.

“The bear markets need to be used to build a business that can handle the volume that is sure to come from a bull market.”

Trey Sellers, VP of Enterprise Sales at Unchained Capital, emphasizes the influence of Bitcoin ETFs on market adoption and discusses Unchained Capital's growth, its durability during bear markets, and its intentions to broaden its services to encompass traditional financial products, with the goal of offering a complete financial solution for Bitcoin holders.

Our managing partners, Brendan Quinn and Jon Frisch, discuss the upcoming FED meeting and potentially its first rate cut in four years. They also share why FOLD going public on the NASDAQ via a SPAC deal is a significant step forward for the Bitcoin ecosystem.

We sat down with Rodrigo Arguello, a seasoned finance professional born and raised in El Salvador, now living in New York City. With over a decade of experience at Merrill Lynch and Citi, Rodrigo has worked closely with high and ultra-high-net-worth families from Latin America. After discovering the transformative power of Bitcoin and the Lightning Network, he switched to IBEX, where he now focuses on educating and "orange-pilling" wealthy families, business owners, and financial institutions on how to incorporate Bitcoin into their portfolios and operations. He's passionate about financial sovereignty, advocating for self-custody of funds and data with the principle, "not your keys, not your coins; not your server, not your data." 

In this episode, our managing partners, Brendan Quinn and Jon Frisch, discuss the evolving landscape of Bitcoin venture capital, particularly as Bitcoin advances through its "Store of Value" phase. They examine the key factors fueling Bitcoin's adoption as a secure and reliable asset, and explore the broader implications for both retail and institutional investors. They emphasize the importance of identifying and supporting entrepreneurs who are addressing critical pain points within Bitcoin's "Store of Value" ecosystem, highlighting why now is the opportune moment to invest in this transformative space.

Eric Yakes is the Managing Partner at Epoch, an investment firm dedicated to building the infrastructure, applications, and adjacent technologies at the advent of this system. He shares his insights on the Bitcoin ecosystem, Bitcoin venture capital, and his recent paper “Bitcoin Marginalism.”

Our managing partners, Brendan Quinn and Jon Frisch join us in examining the momentum shift in the Bitcoin market after the failed assassination attempt on Trump and his recent V.P. pick, J.D. Vance. We dive deeper into the Fed signaling a rate cut and its potential impact on Bitcoin's price. Additionally, we discussed how Bitcoin might align more closely with the U.S. dollar as presidential candidates consider it a strategic reserve asset.

Join us as we dive into all things Bitcoin with Rod Roudi, co-founder of Bitcoin Park and co-host of Bitcoin Brainstorm with Ark Invest. Rod shares his Bitcoin origin story and dives into the most exciting themes and pressing concerns in the Bitcoin ecosystem. As we approach the highly anticipated Bitcoin Conference in Nashville later this July, Rod's insights and expertise will provide invaluable perspectives for Bitcoin enthusiasts and newcomers alike.

Managing partners Brendan Quinn and Jon Frisch discuss crypto's increasing mainstream acceptance for politicians and the power the US Federal Reserve has on the global economic markets.

On Bitcoin Pizza Day, Managing Partners Brendan and Jon share their thoughts on the recent crypto pivots of the US Government, as well as presidential nominees.

After a few months hiatus, we are back! We sat down with Brendan Quinn, Managing Partner of Cantilever, who shared his thoughts on the current markets, his Macro view, and the Bitcoin halving.