Stephan Livera Podcast Archiv

Saifedean Ammous, author of the Bitcoin Standard and the upcoming book, The Fiat standard rejoins me on the show for an illuminating episode where we explore various ideas:

What bitcoin really replaces

Thinking about inflationary costs

infinity/21M - is it wrong?

Cultural impacts of fiat money

Malinvestments and where the biggest ones lie

The hyperbitcoinized world

Saifedean Links:

Twitter: @saifedean

Site: Saifedean.com

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Historically, Bitcoin Mining as an industry was dominated by China. John Lee Quigley (formerly of Compass Mining, and now independently consulting and writing) rejoins me on the show to talk about his recent report on the state of Bitcoin mining. We talk about the various factors going into this generational shift. Listen to this episode to understand some of the dynamics, gleaned from John’s in depth research and interviews on the subject. We chat:

Historical reasons for China’s dominance

Why its changing now

Mining equipment upgrade cycle

Capital market access

Regulatory certainty

Downsides of this shift

John Links:

Twitter: @bitcoinnomadic

Substack: Adaptive Analysis - Substack

Prior episodes:

SLP158 John Lee Quigley - How Does A Bitcoin Price Crash Impact Bitcoin Miners?

SLP259 Whit Gibbs - Bitcoin Mining For All With Compass Mining

SLP275 Pavel Moravec - Slushpool Signalling For Taproot

SLP162 Matt D'souza - Bitcoin Halving Analysis: Bullish For Competitive Miners

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Lyn Alden of Lyn Alden Investment Strategy rejoins me on the show to talk about macro updates and Bitcoin. We chat:

CPI rises to 5.4% and inflation

Govt debt and the likely govt responses

Why and how they keep the party going

Oil & Gas Bull case

Energy and the need for baseload power

Stablecoins & why Bitcoin is different

People are sleeping on the Lightning Network

Links: 

Twitter: @LynAldenContact 

Article: The Case for a Longer-Term Oil and Gas Bull Market

Other episodes:

SLP232 Lyn Alden - Bitcoin As Emerging Store Of Value

SLP291 Caitlin Long Stablecoins, Bitcoin & The Fed

SLP282 Alex Epstein - Why Bitcoiners Should Reframe The Energy Debate & Own Their Energy Use

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Greg Foss, a 3 decade veteran of fixed income securities specialising in HY (High Yield) joins me to talk about debt, bonds, government debt and why Bitcoin is the answer.

Primer on debt instruments

Interest rates and bond bull market over decades

Craziness of debt markets

Interaction between debt and equity

Could govt repudiate the debt?

Could we outgrow it?

Why Bitcoin is the best asymmetric trade

Links:

Twitter: @FossGregfoss

Paper: https://t.co/OK4dDj27Io?amp=1

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Andrew Chow, Bitcoin Core contributor and creator of the PSBT standard rejoins me on the show to talk about the creation of a series of BIPs (Bitcoin Improvement Proposals) for Output Script Descriptors. We break down and explore the key concepts to make it accessible for bitcoiners.

Seeds

BIP39 vs Electrum seeds vs aezeed

Derivation paths

How Output Script Descriptors improve things

New functionality

Backups and recovery

Lightning

Miniscript

Advanced scripting

Links:

Twitter: @achow101

Output Script Descriptors BIP: [New BIPs] Output Script Descriptors - GitHub

Taproot PSBT BIP: [New BIP] Taproot Fields for PSBT - GitHub

Mailing list post

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Caitlin Long of Avanti rejoins me on the show to talk about the coming regulatory crackdown. We discuss:

The growth in stablecoins

How there’s so much stablecoin volume off a low base

Coming regulatory crackdown

Getting direct access to the Fed

Compliance in the industry

Improving the on ramps for Bitcoin

Links:

Twitter: @CaitlinLong_ 

Site: Avantibank.com

Site: Caitlin-Long.com

Linkedin Caitlin Long

Other episodes:

SLP198 Caitlin Long - What Are Austrian Economists Missing About Money And Banking?

SLP236 Nic Carter Stablecoins: Bullish Or Bearish For Bitcoin

SLP219 Nadav Kohen - What You Should Know About Bitcoin DLCs

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

NVK of Coinkite rejoins me on the show to talk about practical tips on setting up and securing your Bitcoin as well as backups. We chat:

Set up tips for newcoiners

Desktop wallets to use

Passphrases

SeedXOR

Multi sig

Storing backups

Estate planning and inheritance

Links:

Twitter: Twitter.com/NVK

Site: Coinkite.com

Site: Walletsrecovery.org

Site: Coldcard User Documentation

Site: bitcoinsecurity.guide

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Laolu Osuntokun aka roasbeef, CTO of Lightning Labs rejoins me on the show to talk about how Bitcoin and Lightning Network can scale to a billion users someday. We chat:

Updates on the lightning network generally

ANYPREVOUT and eltoo

CTV Check Template Verify

Multi party channels

Lnd updates

Thoughts on Bitcoin’s path forward

What’s coming next from Lightning Labs

Laolu links:

Twitter: @roasbeef 

Site: Lightning.engineering

Previous episodes:

SLP207 Roasbeef - Lightning Labs LND Goes Wumbo

SLP39 Olaoluwa Osuntokun (Roasbeef), CTO Of Lightning Labs

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Hass McCook aka FriarHass rejoins me on the show to talk about why you should set up a Dollar Cost Averaging Plan. We chat:

Lump sum for you, DCA for us!

Is DCA more important than everything else? Even development?

Growing the DCA Army to hasten hyperbitcoinisation

CAGR - statistics and dishonesty?

DCA vs circular economy / agorism?

Practical tips

Links:

Twitter: @FriarHass 

Bitcoin Magazine articles by Hass: Bitcoin Magazine: Hass McCook

Article: The True Believer’s Handbook — Tithing The Church of Bitcoin

Prior episode:

SLP12 - Bitcoin Mining And Energy, With Hass McCook

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Danny Scott and Zakk Lakin of CoinCorner join me to talk about:

Starting CoinCorner

A new type of wallet - Hoffline

Security considerations

Lightning adoption

Bitcoin Core contribution

Links:

Twitter: @CoincornerDanny

Twitter: @CoincornerZakk

Tweet thread: Introducing “Hoffline”

Site: CoinCorner.com

Article: Bitcoin Core Development on Windows — A Step by Step Guide

Article: Bitcoin Core Development on MacOS — A Step by Step Guide

Episodes mentioned:

SLP231 Stepan Snigirev Build Your Own Hardware Wallet With Specter DIY

SLP124 Jon Atack - Bitcoin Core Contribution

SLP242 Jonas Schnelli Maintaining Bitcoin Core: Contributions, Consensus, Conflict

SLP229 John Newbery - Brink: Bitcoin Development

SLP211 Steve Lee - Bitcoin Grants, Design & Crypto Patents (COPA)

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Hector Rosekrans of Casa joins me on the show to talk about securing your Bitcoin and how early we are in terms of Bitcoin inheritance. We chat:

Securing your bitcoin

Self custody vs custodial solutions

How early bitcoin inheritance is

Casa covenant

Hardware wallets

Multi sig and inheritance setups - will they standardise?

Links:

Twitter: @hectorr159

Site: Keys.casa

Relevant episodes:

SLP182 Nick Neuman & Jameson Lopp - The Next 100 Million Bitcoin Users

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Jeff Booth, technology entrepreneur, author and bitcoin advocate rejoins me on the show to talk about:

Bitcoin 2021 conference experience

Fiat system extending itself

MicroStrategy Bitcoin buying

Macro investors

Surveillance coins (CBDC) and what they would mean

Supercycle thoughts

Jeff Booth links:

Twitter: @jeffbooth

Site: Thepriceoftomorrow.com

Previous episode:

SLP191 Jeff Booth - Bitcoin & Our Deflationary Future

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Steve Barbour of Upstream Data rejoins me on the show to talk about:

Fiat Maxis

Bitcoin Mining Council

Wind and Solar as unreliables

Why arguing about renewable usage isn’t the right long term approach

What Bitcoiners should do about it

Upstream Data Hash Hut

Links:

Twitter: @SGBarbour

Site: UpstreamData.ca

Prior episode:

SLP27 - Turning Stranded Natural Gas Into Bitcoin Mining Hashes, With Steve Barbour Of Upstream Data

Mentioned:

Law, Property Rights, and Air Pollution by Rothbard

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera

Alex Gladstein CSO of HRF rejoins me on the show to talk about the recent El Salvador Bitcoin legal tender news. We break down the good, the bad and what could go wrong.

Overview the news

Historical moment for Bitcoin and the world

It could have been so much worse

Merchant adoption and lightning

HRF grant

Links:

Twitter: @gladstein

Site: HRF.org

Article: Uncovering The Hidden Costs Of The Petrodollar

Article: Can Government Stop Bitcoin?

Prior episodes:

SLP220 Is Bitcoin Democratic, And Is Democracy Good? With Saifedean And Alex Gladstein

SLP196 Is Bitcoin Being Captured? with Matt Odell, Alex Gladstein, & Rafael Yakobi

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Compass Mining

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

CoinKite.com (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

Subscribe to the podcast

Patreon @stephanlivera