"Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait."

Luke Gromen is a macroeconomic analyst, investor and founder of FFTT.

In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets, Bitcoin and the future of the dollar system.

We also get into why Bitcoin held up better than expected during the conflict, why Luke still thinks risk assets face serious danger ahead, and how AI could trigger a major credit event faster than almost anyone expects.

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"Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets."

Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data.

In this episode, we dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intact despite everyone calling it dead last year, and what the Fed's balance sheet actually tells us about where Bitcoin goes next.

In this episode:

• The Power Law: Why Bitcoin at $63k represents the cheapest level relative to trend in its entire history, and what the quantile regression is actually showing

• The Four-Year Cycle: How the 2024-2025 price action perfectly follows prior cycles despite the "cycle is dead" narrative.

• The 550k Projection: What the power law projects for Bitcoin by 2029-2030.

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Is this the start of a financial crisis?

Jeff Snider is the founder of Eurodollar University and the go-to voice on how the global financial system really works.

In this episode, we discuss why the shadow banking and private credit bubble is bursting right now, the cockroaches emerging across the credit markets that reveal nobody did any due diligence during the bubble years, and Jeff's three-stage financial crisis framework for understanding how bad this could get.

We also get into why the Fed is essentially a political lightning rod with no real control over the monetary system, why bond markets have been pricing in a crisis since 2021 regardless of what the Fed does, and how people should position themselves, including Jeff's take on $60k Bitcoin.

In this episode, we cover:

• The 3 Stages of Financial Crisis: From early outflows (Stage 1) to forced selling (Stage 2) to systemic panic and the domino effect (Stage 3) — and where we are right now

• The Cockroach Problem: Why big banks failed to check if the collateral they were lending against even existed, and what that reveals about the scale of the bubble

• Credit Crisis vs Liquidity Crisis: The critical distinction that determines whether this stays contained or spills into broader markets

• The Fed's Illusion of Control: Why the bond market has been pricing in a crisis since 2021, regardless of what Jay Powell says or does

• Bitcoin & Survival: How to position yourself for a Stage 3 collapse and why wealth preservation is no longer optional in a debasing fiat system

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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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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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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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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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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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