Pod 36: 2024 Recap
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.
Pod 35: Interview with Sam Callahan
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.
Pod 34: Interview with Carlos Chida
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.
Pod 33: Bitcoin’s new all-time high
Our managing partners, Brendan Quinn and Jon Frisch, discuss what may be driving Bitcoin’s recent surge to all-time highs.
Pod 32: Interview with Andrew Newman
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.
Pod 31: Interview with Trey Sellers
“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.
Pod 30: Potential Rate Cut and FOLD to go public
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.
Pod 29: Interview with Rodrigo Arguello
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."
Pod 28: BTC's Store of Value Phase
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.
Pod 27: Interview with Eric Yakes
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.”
Pod 26: Navigating Political Events and Economic Signals
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.
Pod 25: Interview with Rod Roudi
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.
Pod 24: Bitcoin and Political Game Theory
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.
Pod 23: Regulatory 180
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.
Pod 22: BTC Halving, Now what?
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.
Pod 21: Interview with Dalia Platt
"We are not teaching people how to be rich. We are teaching people how to be free." Dalia Platt shares the enormous and important work of educating students with the curriculum of Mi Primer Bitcoin in El Salvador and worldwide.
Pod 20: Interview with Jason Maier
“It’s great to be skeptical, but not dismissive.” Jason Maier shares his views on the multidisciplinary nature of Bitcoin and the importance of having a range of voices and perspectives introducing the concepts of Bitcoin to prospective adopters.
Pod 19: Interview with John Dennehy
“El Salvador is the focus, but the mission is the world.” John Dennehy of Mi Primer Bitcoin joins the podcast to share how his organization plans to empower people across the globe to gain control over their own lives.
Pod 18: Bitcoin Venture Capital
Cantilever Partners Brendan and Jon join the podcast to discuss the importance of the Bitcoin Venture Capital (VC) space as it seeks to create companies and products to make Bitcoin and its technology more accessible. We discuss the scenario where Bitcoin VC outperforms Bitcoin (the asset), compare Bitcoin technology to that of the internet, and reflect on how mispriced Bitcoin VC is to the overall Crypto VC market.
Pod 17: Interview with Dave Rothschild
Dave returns to the podcast to help unpack the recent Ripple vs. SEC court decision, share insights on the lawsuits against major exchanges, and weigh in on the Bitcoin Spot ETF wave.