Bitcoin Magazine Podcast

Grace Remington and Sean Hagan launch #Bitcoin Magazine TV (BMTV) with a look at bitcoin, the #macro picture, and the road ahead for the #ClarityAct. To learn more and get the latest news on BMTV, visit: www.watchbmtv.comThank you to our BMTV Founding Sponsors! 🎺 Cash App: For a limited time, new customers can get $21 added to their balance. Just use the code BMTV21 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
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SALT loans are originated by SALT Lending LLC (f/k/a SALT Master Fund II, LLC), NMLS 1711910. Borrowing against collateral involves risk. Not available in all jurisdictions. Digital currency is not legal tender and is not FDIC or SIPC insured. Terms: https://saltlending.com/terms-of-use/
SALT loans are originated by SALT Lending LLC (f/k/a SALT Master Fund II, LLC), NMLS 1711910. Borrowing against collateral involves risk. Not available in all jurisdictions. Digital currency is not legal tender and is not FDIC or SIPC insured. Terms: https://saltlending.com/terms-of-use/DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Morgan Stanley became the first global systemically important bank to launch a spot Bitcoin ETP and it crossed $600 million within months of its April debut. Amy Oldenburg, Head of Digital Assets at Morgan Stanley, joins host Spencer Nichols to explain how that product came together, why it was priced below competing spot Bitcoin ETFs, and what still stands between clients and their first Bitcoin allocation. She also details the firm's 0–4% allocation framework across three investor risk profiles and why Morgan Stanley has no equivalent gold allocation. Plus: whether Bitcoin could land on Morgan Stanley's own balance sheet.🔶 Host: Spencer Nichols — Bitcoin Magazine🔶 Amy Oldenburg, Head of Digital Assets at Morgan StanleyChapters: 0:00 — Morgan Stanley on Putting Bitcoin on Its Own Balance Sheet1:14 — 26 Years at Morgan Stanley: Emerging Markets to Head of Digital Assets2:10 — First Major Bank to Launch a Spot Bitcoin ETP Tops $600 Million3:14 — Education, E-Trade Spot Crypto, and What Clients Actually Own4:49 — Why Morgan Stanley Priced Its Bitcoin ETP So Low6:40 — The 0–4% Allocation Framework and the Digital Gold Thesis8:52 — Correlation Regimes: Digital Gold, High Beta Tech, and Volatility11:41 — Gold 2.0, Market Cap, and Bitcoin on the Balance Sheet14:37 — Institutional Market Structure, Quantum Risk, and Client Trust18:02 — Global Off-Ramps, Tokenization, Stablecoins, and Morgan Stanley Research#Bitcoin #MorganStanley #BitcoinETF #SpotBitcoinETF #BitcoinETP #DigitalAssets #DigitalGold #InstitutionalBitcoin #BitcoinAdoption #AmyOldenburg #WealthManagement #AssetAllocation #Tokenization #Stablecoins #BitcoinRegulation #TradFi #BitcoinNews #BitcoinInvesting #PortfolioManagement #BitcoinMacro #ETrade #BitcoinConference #BitcoinMagazine #QuantumComputing #SelfCustody #BitcoinVsGold #FinancialMarkets #BitcoinStrategyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

When the Treasury doubled its bond buyback out of the blue, the market read it as one thing: yield curve control by another name. Arthur Hayes joins host Spencer Nichols to walk through the mechanics, short-end issuance funding long-end buybacks, and what that implies for central bank balance sheets. His conclusion is simple. If the balance sheet expands, you want the asset most responsive to money printing, and he argues that asset is Bitcoin.

Arthur Hayes:
X - https://x.com/cryptohayes
Web - https://www.cryptohayes.com
Substack - https://cryptohayes.substack.com/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Instagram - https://www.instagram.com/cryptohayes/
Maelstrom Fund:
LinkedIn: https://www.linkedin.com/company/maelstromfund
Web - https://www.maelstrom.fundX - https://x.com/maelstromfund

🔶 Host: Spencer Nichols — Bitcoin Magazine
🔶 Arthur Hayes - CEO of FLOP Labs Quantum is coming.

Bitcoin isn't panicking.Neither should you.Get the latest issue of Bitcoin Magazine here:https://store.bitcoinmagazine.com

Chapters:
0:00 — The Fastest Horse: Why Money Printing Points to Bitcoin
1:18 — What Bessent's Bond Buyback Actually Was
3:04 — The Yen Intervention and the FIMA Repo Request
4:25 — Doubling the Buyback: Yield Curve Control in All But Name
8:19 — Buy Bitcoin, Not Bonds
9:20 — AI Absorbed the World's Credit, and Now Come the Questions
12:14 — How Steep Bitcoin's Path Looks From Here
14:43 — The Nuclear Option: Revaluing Gold on the Balance Sheet
22:12 — EUR/JPY and the Case for a Euro Breakup
29:04 — Why Strategy No Longer Moves Bitcoin's Price

#Bitcoin #ArthurHayes #Macro #MoneyPrinting #YieldCurveControl #Bonds #Treasuries #TenYearYield #FederalReserve #QE #Bessent #YenIntervention #BankOfJapan #GPIF #DollarYen #EURJPY #Euro #Gold #GoldRevaluation #GoldStandard #China #AIBubble #Nasdaq #Strategy #MicroStrategy #Metaplanet #BitcoinETF #Crypto #Substack #BitcoinMagazine #BitcoinPodcast

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Bitwise Chief Investment Officer Matt Hougan joins host Spencer Nichols on the Bitcoin Magazine Podcast to analyze why market apathy and "boring" price action often signal a major Bitcoin bottom. The pair dive into Bitcoin's role as a call option on a changing global monetary order, unpacking how macroeconomic uncertainty, fiscal debt, and real-world asset tokenization drive long-term value. Plus, Hougan shares key insights into institutional adoption, detailing how wealth managers and financial advisors are positioning themselves to lead the next major crypto cycle.
Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: https://2027.b.tc
🔶 Host: Spencer Nichols — Bitcoin Magazine
🔶 Matt Hougan, CIO - Bitwise Asset Management
Chapters:
00:00 Is Bitcoin Near a Bottom?
01:21 The Four-Year Cycle: Where Bitcoin Stands Today
03:09 Bitcoin as a Call Option on Reserve Asset Status
05:35 Timeline to Bitcoin Becoming a Global Reserve Asset
08:09 Institutional Adoption & Bitcoin's Social Value
10:40 Where Will the Next Wave of Buyers Come From?
12:56 Institutional vs. Retail Flows: The ETF Data
14:44 Rates, the Fed & Macro Outlook18:08 Japan, the Yen & Global Bond Markets
19:49 Strategy (MSTR), Stretch & Bitcoin Treasury Companies
23:43 Which Companies Could Add Bitcoin
25:25 The Tokenization of Equities Explained
27:34 Tokenized Equities vs. the Stablecoin Boom
29:20 Impact on Global Equity Markets & Valuations
34:34 What Else Matt Is Watching in Bitcoin Markets
36:18 Bitcoin's Terminal State: 20 Years From Now
38:11 Sovereign Adoption: Bit Bonds & Bitcoin Mining
#Bitcoin #MattHougan #Bitwise #BitcoinMagazine #BitcoinPodcast #BitcoinETF #BitcoinPrice #FourYearCycle #BitcoinBottom #StoreOfValue #Macro #FederalReserve #InterestRates #FederalDebt #YieldCurveControl #Japan #YenIntervention #Strategy #MSTR #MichaelSaylor #BitcoinTreasury #Tokenization #RWA #TokenizedAssets #WealthManagement #FinancialAdvisors #SovereignAdoption #Gold #MonetaryPolicy #BitcoinAdoption #BTC
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Over $120 million in Bitcoin has been drained from Coldcard hardware wallets and the attack is still ongoing. Alex Thorn, Head of Firmwide Research at Galaxy, joins Spencer Nichols to break down exactly how the critical entropy bug in Coldcard's 2021 firmware was exploited, how he's tracing stolen funds on-chain, and what victims must do right now to have any chance of recovery. Thorn also explains why multisig and collaborative custody may be the only responsible path forward for Bitcoin self-custody.
🔶 Host: Spencer Nichols — Bitcoin Magazine
🔶 Alex Thorn — Head of Firmwide Research, Galaxy
Chapters:
09:26 – Which Coldcard Devices Are Vulnerable
15:18 – Tracking the Attackers: Waves, Footprints & 1,600 Stolen BTC
23:46 – White Hats, Victim Reports & How to Prove Ownership
27:57 – Is Coinkite Liable? Negligence vs. Malice in the Firmware Bug
32:24 – Bitcoin's Soul-Searching Moment: Trust & Self-Custody Culture
37:56 – Multisig & Collaborative Custody Explained
43:09 – AI-Powered Attackers: The First Salvo of the Clanker Wars
50:46 – Open-Source AI, Encryption Battles & Internet Freedom
58:03 – Quantum Threats, Market Impact & Final Advice for Victims
#Bitcoin #Coldcard #ColdcardHack #BitcoinSecurity #SelfCustody #HardwareWallet #AlexThorn #Galaxy #BitcoinMagazine #BitcoinPodcast #Multisig #ColdStorage #BitcoinNews #OnChainAnalysis #Cybersecurity #BTC #Coinkite #SeedPhrase #BitcoinHack #DigitalSecurity #AIcybersecurity #QuantumComputing #BitcoinCulture #CryptoHack #WalletSecurity
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.