In this episode, Colin Harper sheds light on the surprising insight that 10% - 20% of the total network hashrate still resides in China, despite the ban on mining. He dives into the intricacies of bitcoin mining, discussing the 2024 halving's impact, block space demand from ordinals, the global flows of bitcoin ASICs, and the environmental myths surrounding bitcoin.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show out with your friends and family→ Send us an email [email protected]:00:00:00 Intro00:02:34 2024 Halving and miner capitulation00:12:10 Will miners over use leverage again in the next bull market?00:16:24 Did the China mining ban pause the 2021 bull run?00:20:06 Hashrate derivatives?00:28:06 Ordinals and block space00:36:23 Time preference of block space usage00:40:00 Global flows of bitcoin ASICs00:44:53 Finding inexpensive energy in the US00:51:15 Bitcoiners don’t actually hate the environment00:54:27 Sovereign energy production00:57:40 Is there still bitcoin mining in China?01:01:18 Where do you see bitcoin and mining in 10-20 years?01:05:18 Fiat is the experiment, not bitcoinWHERE TO FOLLOW US:→ Unchained Twitter: https://twitter.com/unchainedcom→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Colin Harper’s Twitter: https://twitter.com/AsILayHodling→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

In this podcast, Senator Cynthia Lummis of Wyoming addresses the U.S. national debt as a major national security threat and explores solutions and consequences of failing to address it. She assesses the feasibility of balancing the national budget and discusses the importance of Americans' rights to self-custody Bitcoin. The conversation focuses on the U.S.'s future approach to Bitcoin, its growing acceptance in the Senate, and its potential impact on the global financial system and the U.S. Dollar. Senator Lummis also examines the tax challenges associated with Bitcoin payments and the likelihood of legislation introducing a de minimis tax exemption for small transactions.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show out with your friends and family→ Send us an email [email protected]:00:00:00 Intro00:01:07 How to fix the $33T national debt?00:05:27 What happens if we don't fix it?00:08:10 Should self custody be a protected right for all Americans?00:12:07 Is balancing the budget even possible?00:14:04 How should the US approach bitcoin over the next 10 years?00:16:40 Are other senators truly grasping bitcoin?00:20:59 How will bitcoin and the dollar evolve together?00:23:46 Bitcoin payments and a de minimis rule00:25:24 Bitcoin and America are going to winWHERE TO FOLLOW US:→ Unchained Twitter: https://twitter.com/unchainedcom→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Senator Lummis’s Twitter: https://twitter.com/SenLummis→ Joe Burnett’s Twitter: https://twitter.com/IIICapital

In this episode, Max Gagliardi, an expert in the energy industry, shares his journey into the sector and discusses its misunderstood aspects, inefficiencies, and potential for innovation. He evaluates different energy models, including ERCOT and the national grid, and the challenges in energy development. Gagliardi also explores the future of energy breakthroughs, the feasibility of modular nuclear reactors, and the historical significance of energy in civilizations. He addresses the dynamics of renewable energy, oil prices, and the influence of bitcoin mining on the energy industry. Finally, Gagliardi shares his personal interests in tech, real estate, and energy investments.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show out with your friends and family→ Send us an email [email protected]:00:00:00 Intro00:01:22 Max in the energy industry00:05:57 What's one surprising fact about energy?00:11:25 Oil and mineral property rights00:14:10 Where are the inefficiencies?00:19:20 Future energy disruption or innovation?00:23:58 Renewables benefiting China?00:27:36 Understanding energy grids00:29:29 Upcoming energy breakthroughs00:31:25 Civilization, energy, and money00:36:34 Bitcoin mining and energy00:39:24 Energy executives and bitcoin mining00:42:42 How are miners thinking about the 2024 halving?00:47:30 Hashrate trending up relentlessly00:52:00 What's interesting outside of bitcoin?WHERE TO FOLLOW US:→ Unchained Twitter: https://twitter.com/unchainedcom→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Max Gagliardi’s Twitter: https://twitter.com/max_gagliardi → Joe Burnett’s Twitter: https://twitter.com/IIICapital

In this episode, Pierre Rochard revisits his foundational experience with the Nakamoto Institute and its influence on bitcoin philosophy, including "Hyperbitcoinization" and "Speculative Attack." Rochard recounts his transition from an accountant to software engineer to product manager at Kraken, emphasizing the importance of the 'don’t trust, verify' approach in his work. He tackles common bitcoin misconceptions, the New York Times environmental impact controversy, and the future of Bitcoin mining amidst halving block rewards. Rochard critically assesses the Stock-to-Flow concept and shares his bullish outlook for bitcoin.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show out with your friends and family→ Send us an email [email protected]:00:00:00 Intro00:01:22 The Nakamoto Institute and speculative attacks00:07:03 Why are we not seeing more speculative attacks?00:13:42 Auditing Everything00:18:29 Building bitcoin products00:22:02 What are we wrong about?00:24:04 Auditing bitcoin miners emitting CO200:31:20 2024 halving from a miner’s perspective00:39:40 Auditing the S2F model and concept00:44:56 Auditing Artificial IntelligenceWHERE TO FOLLOW US:→ Unchained Twitter: https://twitter.com/unchainedcom→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Pierre Rochard’s Twitter: https://twitter.com/BitcoinPierre → Joe Burnett’s Twitter: https://twitter.com/IIICapital