Is Bitcoin Losing Its Miners to AI? | Nacho Pauls
Nacho Pauls, Chief Commercial Officer at OCEAN, joins me to discuss why Luke Dashjr and Mechanic left the company, the fallout from BIP110, and how the controversy cost the pool nearly half its hashrate. He gives his account of the internal disagreements, the painful split and what comes next.
The Fight to Defend Bitcoin From AI | Rob Hamilton
Rob Hamilton returns to discuss the AI attacks on Bitcoin, the fallout from the Coldcard hack and the volunteers racing to find vulnerabilities before hackers do. He explains how the Bitcoin Red Team scanned around 650 codebases, flagging more than 10,000 potential issues, including 1,500 rated high or critical.
The Debt Crisis Bitcoiners Aren’t Ready For | Avik Roy
Avik Roy returns to discuss why he believes America’s debt crisis is far worse than official forecasts suggest, and why Bitcoiners shouldn’t assume they’ll be safe. We get into his 15-year warning, the risk of bank failures and inflation, and how governments could restrict access to Bitcoin or target those who hold it.
Bitcoin’s Next Rally Could Break the Cycle | Eric Yakes
Eric Yakes returns to discuss why he believes Bitcoin’s four-year cycle is breaking, why diminishing returns may not be inevitable, and how institutional and nation-state demand could change the next rally. He explains why Bitcoin needs to become bigger and more liquid before its largest potential buyers can make meaningful allocations.
Why AI Needs Bitcoin to Survive | Dhruv Bansal
Dhruv Bansal joins to discuss why AI may need Bitcoin to survive, why autonomous agents could choose Bitcoin over dollars and stablecoins, and how earning Bitcoin to pay for their own resources could align them with human needs.
Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason
Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as holding your own Bitcoin.
AI Came for Bitcoin First | Jameson Lopp
Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries.