Stephan Livera Podcast Archiv

Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins me on the show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. We chat:

US Fed

Japanese debt markets

The 60:40 stocks and bonds allocation and what changes

Sell Bonds, Buy Bitcoin

Scenarios for how this plays out

Looking Glass Education

Links:

Twitter: @FossGregfoss

Site: Lookingglasseducation.com

Prior episode:

SLP293 Greg Foss The Debt Problem You Can’t Ignore

Sponsors:

Swan Bitcoin

Mempool.space

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Jonas Nick & Tim Ruffing, bitcoin researchers and contributors at Blockstream rejoin me on the show, this time to chat about half signature aggregation. This is a scaling technique that can help scale Bitcoin and enable more transactions inside a block or help with L2 protocols. We discuss:

How this idea came to be

What is half aggregation vs ‘full aggregation’?

What kind of savings are possible?

What are the downsides?

How would this work in practice?

Is a soft fork required?

Next steps for discussion, research, contributors

Links:

Twitter: @n1ckler

Twitter: @real_or_random

Blog post: Half-Aggregation of BIP 340 Signatures

CISA github: Cross-Input Signature Aggregation (CISA)

Half aggregation: Half-Aggregation of BIP 340 signatures

Previous Episodes

SLP222 Jonas Nick and Tim Ruffing What’s MuSig2? What Does it Mean for Bitcoin Multisig?

SLP321 On-chain scaling with Bitcoin Core Developers Pieter Wuille, Andrew Poelstra, Andrew Chow & Murch

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Christian Keroles (aka CK), GM of Bitcoin Magazine joins me on the show to talk about the problems Europe is facing, and why Bitcoin is good for Europe:

The problems Europe is facing

Anti bitcoin laws and regulations

AMLD5

FATF and Travel Rule

MiCA and Proof of Work

Why Bitcoin is good for Europe

Bitcoin Conference in Amsterdam

What Bitcoiners can do about it

Links:

Twitter: @ck_SNARKs

Bitcoin Amsterdam:Bitcoin is making history in Europe - October 12-14,2022 

Site: Bitcoinmagazine.com

SLP394 Beautyon – Bitcoin is Not Money: EU Attack on Bitcoin

SLP379 Gigi – Dealing with Linguistic Attacks on Bitcoin

SLP318 Ronald Pol – The ineffectiveness of AML

Hass McCook Bitcoin Magazine articles mentioned

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Ansel Lindner, Bitcoin podcaster and writer of BitcoinAndMarkets.com joins me on the show to talk about his framework for assessing:

Inflation or Deflation?

The money stock

Credit cycles over time

What bitcoin does for the world

Could inflation and fractional reserve happen again on top of bitcoin?

Links:

Twitter: @AnselLindner

Site: Bitcoinandmarkets.com

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Stack Hodler, twitter anon investor joins me to chat:

Fiat currencies & #Bitcoin

JPY and Japanese bond market

Why you shouldn’t #GetOnZero

Credit Cycles

Mortgage Boycotts

BRICS

Links:

Twitter: @stackhodler

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Allen Farrington (author and professional investor) joins me on the show to talk about Austrian economics, Capital & DeFi Yield:

Austrian economics and Bitcoin

Where does the 2% inflation target come from?

The world Bitcoin will enable

Altcoin DeFi yield: where does it come from?

Bitcoin price and market depth

Links:

Twitter: @allenf32

Bitcoin is Venice book

Only The Strong Survive

Mentioned Mises.org article: The Origins of the 2 Percent Inflation Target

Bob Murphy’s article in response to ‘sticky wages’ criticism: Are "Sticky Wages" a Market Failure?

Related episode:

SLP311 Bitcoin: Only The Strong Survive – with Big Al

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

John Tamny of FreedomWorks and Editor at Real Clear Markets joins me on the show to chat about his alternative take on inflation, fractional reserve banking, as well as why we should be optimistic about things going forward:

Defining inflation

Debate on Austrian economics & FRB

Is monetary stability possible?

2 years of Hysteria

Optimism for the future

Links:

Twitter: @johntamny

Site: Freedomworks.org

Site: Realclearmarkets.com

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Beautyon (Akin) rejoins me on the show to talk about the EU attack on Bitcoin and the confusing way people speak/learn about Bitcoin. We chat:

Misleading terminology (unhosted wallets)

Bitcoin as text & speech, not money

The map is not the terrain

What bitcoin builders can do

What happens to countries who refuse Bitcoin

Links:

Twitter: @Beautyon_

Bitcoin Mag article: The European Union’s Attack On Bitcoin Is An English And Math Comprehension Problem

Site: azte.co

Related episode: SLP379 Gigi – Dealing with Linguistic Attacks on Bitcoin

Prior episode with Beautyon SLP16 - Keeping Bitcoin Simple, with Beautyon (Akin Fernandez)

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Ben Pile of Climate Resistance joins me to chat about the problem of the Green agenda. We discuss:

How this Green movement is funded

ESG meeting with reality

Are these outcomes intentional?

Hypocrisy of green warriors

Links:

Twitter: @clim8resistance

Site: Climate-resistance.org

YouTube: Climate Resistance

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Pete Rizzo, Editor at Bitcoin Magazine and Editor-at-large at Kraken rejoins me on the show to talk about Bitcoin Maximalism. There has been some discussion recently on the role of the ‘toxic’ Maximalists, and Pete has clarified some thinking on this in his recent article and discussion on this topic. We talk:

What is Bitcoin Maximalism

What do maximalists believe?

Social and cultural arguments

Technical aspects

Is it still needed?

Links:

Twitter: @pete_rizzo_

Rizzo’s Forbes Article: Bitcoin Maximalism Is Dead, Long Live Bitcoin Maximalism

Nic Carter’s article: Setting the record straight

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Ben Carman (Bitcoin core contributor, working at The Bitcoin Company, co-organizer Austin BitDevs) joins me on the show to talk about the world of Bitcoin Privacy, the implications of surveillance on us all today, some of his ideas on improving Bitcoin Privacy, LN Vortex, P2P and the Austin BitDevs scene.

Links:

Twitter: @benthecarman

LN Vortex: Protocol Documentation

Austin BitDevs: Austin Bitcoin Developers

The Bitcoin Company

Bitcoin Optech #204

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Dan McArdle joins me on the show to chat about his experiences as a long time Bitcoiner and ways to think through what’s going on now. We chat:

Is the “4 year HODLer” stat dead?

Insights from prior cycles and drawdowns

FUD cycles

Casebitcoin.com and CAGR stats

How to think about bear markets

Links:

Twitter: @robustus

Site: casebitcoin.com

Inflation thread

Sponsors

Swan Bitcoin

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Daniel Frumkin of Braiins and Jaran Mellerud of Arcane Research join me on the show to talk about the latest in the world of Bitcoin Mining. As the price has fallen recently, we’ve seen some miners come under pressure. We chat:

Overview

Which public miners are in trouble?

Operating cash flows

Bitcoin miner treasury management strategy

Why we’re likely to see acquisitions

Impacts for home and retail miners

Were there bull market errors?

Future forecasting and conservatism

Links:

Twitter: @JMellerud

Twitter: @dfrumps

Arcane Research: Survival of the fittest: Which public bitcoin miners are the best prepared to survive the bear market?

Braiins Insights Dashboard: braiins.com 

Jaran’s analysis thread on public miners: https://twitter.com/JMellerud/status/1541444212444614656

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Meron Estefanos, activist and journalist joins me to talk about her story of helping over 20k refugees, helping to stop human traffickers, and how she’s using and teaching Bitcoin these days.

We chat:

Her story of helping refugees

Life for Eritreans

Being an activist and radio journalist

How she teaches Bitcoin (BlueWallet and Muun)

HRF Oslo Freedom Forum

Links:

Twitter: @meronina

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera