Is Bitcoin's worst sentiment ever actually the biggest buying opportunity?

Alex Thorn is Head of Firmwide Research at Galaxy Digital. In this episode, we discuss why Bitcoin has dropped nearly 50% from its all-time high, the reality behind the Jane Street manipulation allegations, why sentiment is among the worst it's ever been, and whether the four-year cycle played out after all. We also get into AI's potential to massively disrupt the job market, Alex's thesis on why you need to start building your "fleet of robots" now before it's too late, and why Bitcoin's fundamental value proposition matters more than ever despite the narrative damage.

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Is the US government preparing to weaponise the dollar like never before?

In this episode, Brent Johnson, creator of the Dollar Milkshake Theory, returns to discuss his $5,000 gold call and why the traditional rules of global macro are currently being rewritten.

We get into the Imperial Circle, the exact strategy Soros, Druckenmiller and Scott Besant used to break the Bank of England, and why that same playbook may now be driving US economic policy. Brent explains why gold and the dollar can be strong at the same time, why Bitcoin has underperformed gold this cycle and how stablecoins are reshaping global capital flows in ways most people aren't paying attention to.

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Brent Johnson: https://x.com/SantiagoAuFund

Has the world order actually broken down?

In this episode, I sit down with Parker Lewis to break down Ray Dalio's warning that the global order is collapsing. Parker explains why Dalio is right that things are breaking down, but completely misses the root cause, the currency system.

We get into why the weaponisation of the dollar, from cutting Russia off SWIFT to endless money printing, is what's actually driving the world towards chaos and why Bitcoin is insanely undervalued at $67k. Parker also makes the case that if Bitcoin doesn't eventually become a medium of exchange, something has gone very wrong.

We explore:

• The 5 types of war (and why we are already fighting 4 of them)

• What Ray Dalio missed: The true cause of the global economic collapse

• Monetary warfare: The exact moment the world lost faith in the US dollar.

• Why neutral money is the ultimate defense against global disorder

• The fatal flaw of gold

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Parker Lewis: https://x.com/parkeralewis

Is AI about to replace your job? And should you be terrified?

In this episode, I sit down with Mark Suman to talk about the rapid acceleration of AI, what OpenClaw and agentic AI actually means for the average person, and why the lower rungs of the corporate ladder are about to get sawed off.

We get into the privacy nightmare unfolding as people hand over their most personal data to LLMs, whether Bitcoin becomes the native money of AI agents, and how open-source models are keeping the big tech companies honest.

Mark also brought his AI bot "Cooper" onto the show, and it kicked me off my own podcast.

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"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet."

Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's spot price.

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Andy Edstrom: https://x.com/edstromandrew

Mark Goodwin is a journalist and author at Unlimited Hangout. In this episode, he breaks down what the Epstein files reveal about Bitcoin's origins and the connections between the Epstein network, the PayPal mafia, and the creation of Tether. We get into whether Bitcoin has been co-opted, the role of stablecoins in extending dollar hegemony, and why the Bitcoin community needs to refocus on building peer-to-peer freedom tools.

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Mark Goodwin: https://x.com/markgoodw_in

Checkmate is a Bitcoin analyst known for his on-chain & macro research. In this episode, he breaks down the Bitcoin crash to $60k and why it may have marked a critical inflection point. We get into on-chain data, mean reversion models, and if the bottom is in for this bear market, or we go lower.

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Checkmate: https://x.com/\_Checkmatey\_

Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels.

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Joe Consorti: https://x.com/JoeConsorti