Stephan Livera Podcast Archiv

SLP86 PlanB - Frontrunning the Bitcoin Halvening? 

PlanB rejoins me in this anticipated follow up episode discussing his stock to flow data modelling of Bitcoin’s valuation. The first episode was hotly downloaded and discussed online, so this time we talk about whether the recent bullish price action is a reflection of speculators front running the May 2020 Bitcoin block subsidy halving. Don’t miss this episode!

Response to the first episode

Stock to flow multiple

Front running the halving

The 1% BTC, 99% Cash portfolio

Bitcoin and commodities

Future pathways for institutional investment

PlanB links:

Twitter: https://twitter.com/100trillionusd 

Medium:  https://medium.com/@100trillionUSD/modeling-bitcoins-value-with-scarcity-91fa0fc03e25 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Ministry of Nodes:

Website: https://www.ministryofnodes.com.au/ 

Twitter: https://www.ministryofnodes.com.au/ 

Ketan (my co founder): https://twitter.com/_k3tan 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Show notes and subscribe to the podcast: https://stephanlivera.com/ 

Rate and Review the podcast: https://itunes.apple.com/podcast/stephan-livera-podcast/id1415720320?mt=2 

Email contact: stephanlivera@pm.me 

Sergej Kotliar (CEO Bitrefill) rejoins me in this episode recorded at Bitcoin2019 Conference in San Francisco to talk about his views on the ‘store of value first’ narrative in Bitcoin. Is there a need to build a Bitcoin circular economy now? Sergej also offers some reflections on the situation with the bitcoin fee market, and provides an update on what’s happening at Bitrefill. 

Topics:

“SoV first” vs building the bitcoin circular economy 

Bitcoin Twitter is not representative of Bitcoin

Dealing with taxes and capital gains on bitcoin

Being the best ‘bitcoin guy’ for your family and friends

The fee market in bitcoin and how it may evolve over time

Bitrefill services, particularly Lightning Network related

Sergej Kotliar links:

Twitter: https://twitter.com/ziggamon 

Bitrefill: https://www.bitrefill.com/ 

Bitrefill twitter: https://twitter.com/bitrefill 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Bloom Audio: https://bloomaudio.com/ 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Show notes and subscribe to the podcast: https://stephanlivera.com/ 

Rate and Review the podcast: https://itunes.apple.com/podcast/stephan-livera-podcast/id1415720320?mt=2 

Email contact: stephanlivera@pm.me 

Stepan Snigirev, Quantum Physicist and CTO of CryptoAdvance joins me in this episode to talk about the Quantum threat to Bitcoin, and we also talk about Bitcoin Hardware Wallets. This interview was recorded in person in San Francisco just prior to the Bitcoin2019 conference. 

Topics covered:

What Bitcoin’s security relies on

Why the Quantum Computing threat against Bitcoin is overblown

How long until it might be a realistic consideration

Challenges faced by Bitcoin Hardware wallets today

What could be done better in future

CoinJoining and Lightning on a Hardware wallet

CryptoAdvance

Stepan links:

Twitter: https://twitter.com/StepanSnigirev 

Crypto Advance: https://cryptoadvance.io/ 

Crypto Advance twitter: https://twitter.com/cryptoadvance 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Show notes and subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

 Conner Fromknecht Head of Cryptographic Engineering at Lightning Labs, joins me to go in depth on Bitcoin Lightning Watchtowers. Understand how Bitcoin’s Lightning Network keeps channel participants honest and how Watchtowers can help:

How Lightning Network’s punishment model works without watchtowers

Where watchtowers come in and how they work

Why watchtowers can’t steal your bitcoins

Scalability of watchtowers

Privacy

Funding and operation model

LND v0.7 features

Conner Fromknecht links:

Twitter: https://twitter.com/bitconner

Github: https://github.com/cfromknecht 

Lightning Labs website (Developer Slack sign up link on this page): https://lightning.engineering/ 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

Alena Vranova, Head of Strategy at Casa joins me in this episode to talk about the challenges we’re all facing with keeping our data secure, as well as what Casa are doing. 

We talk: 

Privacy horrors around the world

#MyDataMyLife campaign

What individuals can do to protect their privacy

How businesses can change their practices

Casa and their approach to customer data

Alena Vranova links:

Twitter: https://twitter.com/alenasatoshi 

Casa: https://keys.casa/ 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

Dan Held, Co-Founder of Interchange rejoins me in this episode to talk about the long term security of Bitcoin as it transitions to transaction fee (away from block subsidy). We discuss whether this will be a problem, or whether Bitcoin will be OK. 

Basic statement of the concern

The modelling behind why Dan believes Bitcoin’s security is fine

The increasing ‘weight’ of a bitcoin transaction

How bitcoin usage will evolve in the future

Value of Bitcoin conference reflections e.g. is Proof of Work wasteful or environmentally destructive

Dan Held Links:

Dan Held Twitter: https://twitter.com/danheld

Bitcoin’s Security is Fine article: https://blog.picks.co/bitcoins-security-is-fine-93391d9b61a8?gi=2fa1fafbf5b4 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

Richard Myers of Gotenna and Global Mesh Labs joins me to talk about a new way to improve mesh networking with the use of bitcoin payments to provide incentive for message and packet routing. We talk:

What the problem is with the current set up of the internet and current mesh networking

What the Lot49 proposal is

How it works

Risks and challenges to be faced

What happens next

Richard Myers Links:

Richard Myers twitter: https://twitter.com/remyers_ 

Global Mesh Labs twitter: https://twitter.com/globalmeshlabs 

Global Mesh Labs site: https://globalmeshlabs.org/ 

Lot49 Protocol Whitepaper: https://global-mesh-labs.gitbook.io/lot49/

Global Mesh Labs Telegram: https://t.me/joinchat/HvhpZhT_q4VYUgXm5hOFGA

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/ 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact (advertising queries or general feedback): stephanlivera@pm.me 

Misir Mahmudov (Bitcoin writer and working Operations at Adaptive Capital) joins me in this episode to talk:

How he learned about Bitcoin and Austrian Economics

Recommendations for listeners who want to learn more

His thesis on the closure of the gold window and impacts on inequality

Bitcoin and Morals

The role of Satoshi

Misir links:

Twitter: https://twitter.com/misir_mahmudov 

Medium: https://medium.com/@misir_mahmudov 

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/ 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact (advertising queries or general feedback): stephanlivera@pm.me 

A co-founder of the Bitcoin privacy focused wallet, Samourai Wallet, rejoins the show in this fantastic episode to talk about the many updates since last time on the show (SLP29):

Getting funding from Cypherpunk Holdings

Release of Dojo software - open sourcing Samourai Wallet server backend

Collaboration with the nodl team for official Dojo Hardware

Whirlpool (Coinjoin) mixing

Other features and what to look out for - Stonewallx2, Stowaway, Ricochet

Samourai Wallet Links:

Samourai Wallet website: https://samouraiwallet.com/

Samourai Wallet Twitter: https://twitter.com/samouraiwallet 

Samourai Wallet Telegram chat group: https://t.me/SamouraiWallet

Sponsor links:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Unchained Capital: https://www.unchained-capital.com/ 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

Kalle Rosenbaum (author, developer and bitcoin consultant) joins me in this episode to discuss his new book, Grokking Bitcoin. We talk:

The process of writing this book

David Harding’s foreword

Some cryptography basics

Different Bitcoin transaction types

How nodes communicate

Bitcoin upgrades, and bitcoin forks

Kalle Rosenbaum links:

Twitter: https://twitter.com/kallerosenbaum 

(40% DISCOUNT CODE: podsliv19) Grokking Bitcoin book: https://www.manning.com/books/grokking-bitcoin 

Sponsor link:

Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 

Stephan Livera links:

Twitter: https://twitter.com/stephanlivera 

Subscribe to the podcast: https://stephanlivera.com/ 

Email contact: stephanlivera@pm.me 

Vijay Boyapati, Bitcoin economic commentator, joins me to talk about:

Monetary stages of evolution

Merchant adoption of Bitcoin to receive payment - is it 2013 all over again? 

Facebook Crypto

Horizontal “Crypto” vs Vertical Bitcoin businesses

Why Bitcoin is not Paypal 2.0

Vijay links:

Twitter: https://twitter.com/real_vijay/ 

Bitcoin ‘Horizontal vs vertical’ thread: https://twitter.com/real_vijay/status/1128893146807488512 

Stephan Livera links:

Twitter: https://twitter.com/@stephanlivera 

Subscribe to the Podcast: https://stephanlivera.com/ 

Email for podcast advertising enquiries: stephanlivera@pm.me 

Giacomo joins me again in this episode to explain for newbies why there is only one Bitcoin. We cover common points of confusion that newbies and outsiders to Bitcoin may not grasp:

Forks of Bitcoin

Semantics and word games

Traps to avoid

Giacomo link:

Twitter: https://twitter.com/giacomozucco 

Stephan Livera links:

Twitter: https://twitter.com/@stephanlivera 

Website: https://stephanlivera.com/ 

Patreon: http://patreon.com/stephanlivera 

Tallycoin for Bitcoin/Lightning donations: https://tallyco.in/stephanlivera/ 

Wiz, Bitcoin OG from Tokyo (and creator of the “Bitcoiner or Shitcoiner” browser extension) joins me in this episode to discuss his career, how to build your own ISP, and also, a new way to help mitigate social attacks on Bitcoin.

We talk: 

Importance of self sovereignty for Bitcoiners

How to set up your own ISP

VPNs

Bitcoiner or Shitcoiner browser extension

Wiz’s work with Hive.one and setting up his projects, “Bitcoin Wizards”, and “Bitcoiner or Shitcoiner”

How this can help mitigate social attacks

Wiz links:

Twitter: https://twitter.com/wiz 

(Coming soon) Bitcoin Wizards: www.bitcoin-wizards.com

Bitcoin Wizards twitter: https://twitter.com/Bitcoin_Wizards 

(Coming soon) Bitcoiner or Shitcoiner? www.bitcoiner-or-shitcoiner.com

Bitcoiner or Shitcoiner twitter: https://twitter.com/BitcoinerOrShit 

Hive: https://hive.one/ 

Bitcoin-Only website: https://bitcoin-only.com/ 

Stephan Livera links:

Twitter: https://twitter.com/@stephanlivera 

Patreon: http://patreon.com/stephanlivera 

Tallycoin for Bitcoin/Lightning donations: https://tallyco.in/stephanlivera/ 

Subscribe on iTunes: https://itunes.apple.com/podcast/stephan-livera-podcast/id1415720320?mt=2 

Subscribe on Android: https://subscribeonandroid.com/anchor.fm/s/7d083a4/podcast/rss

Website: https://stephanlivera.com/ 

Tamas Blummer, Bitcoin developer and entrepreneur with a long and respected background in Bitcoin joins me in this must-listen, wide ranging episode to talk about: 

Rust-Bitcoin projects

Threats to bitcoin:

Soft fork threats and protocol ossification

Incentivised re-orgs of Bitcoin’s blockchain

Central Bank Digital Currencies and Negative Interest rates

Bitcoin data science

Liveliness measure

Work with Adamant Capital

Tamas Blummer links:

Twitter: https://twitter.com/TamasBlummer 

Github: https://github.com/tamasblummer 

Medium blogs by Tamas: https://medium.com/@tamas.blummer/ 

Stephan Livera links:

Twitter: https://twitter.com/@stephanlivera 

Subscribe on iTunes: https://itunes.apple.com/podcast/stephan-livera-podcast/id1415720320?mt=2 

Subscribe on Android: https://subscribeonandroid.com/anchor.fm/s/7d083a4/podcast/rss

Website: https://stephanlivera.com/ 

Patreon: http://patreon.com/stephanlivera