Free Daily Podcast Summary
BTC Sessions: Daily Summaries Delivered
by Ben Perrin
Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago1h 30m
"Not One Thing Has Gotten Better" | Canada Is Rotting In Real Time
Mentor Sessions EP 106: Broken Country Filmmakers Mira Metter & Mike Werry on Canada's Collapse, Healthcare, Housing, Taxes and Government ControlCanada used to be the envy of the world. Now people are asking whether they can survive here, let alone raise a family. Mira Metter and Mike Werry, the director and producer of the documentary Broken Country, spent months traveling the country to find out what broke and when. Their verdict a year later: not one thing they covered in the film has gotten better.They break down why Canadian hospitals run at 100 to 120% occupancy when 80% is considered safe, why roughly 20% of Canadians have no family doctor, and how a country of 40 million ended up with fewer MRI machines than Pennsylvania. On housing, prices have climbed about 375% in 20 years, going from roughly 2.5 times annual income in the '90s to 9 times nationally and 19 times in Toronto and Vancouver.We also get into rising taxes, immigration policy, censorship bills and cameras turned off in Parliament, the federal government's own 2040 social mobility scenario, Alberta and Quebec separatism, and why this is a warning for Americans watching the same policies at home.Chapters:0:00 - Intro0:52 - Canada From Envy Of The World To Survival3:33 - What's Wrong With Canadian Healthcare4:00 - Hospitals Running At 100-120% Capacity5:29 - 20% Of Canadians Have No Family Doctor6:42 - Fewer MRI Machines Than Pennsylvania7:20 - Hospitals Funded On Last Year's Patients10:03 - Healthcare Worked Until The Early 90s Cuts12:37 - Canada's Hidden Two-Tier Healthcare15:43 - Rural ER Closures Costing Lives20:31 - Can Canadian Healthcare Be Saved24:08 - ER Doctors Abused And Burned Out26:12 - Addiction, Homelessness And Housing27:03 - Housing From 2.5x To 19x Income27:55 - Housing Up 375% In 20 Years29:03 - How Housing Got Dumped On Cities31:01 - Rent Eating Half Your Paycheck33:49 - The Five-Year Mortgage Renewal Shock35:12 - The Money Printing Behind It All43:20 - Can Housing Ever Correct Without Breaking The Banks48:01 - How Canada's Government Failed49:36 - Safe Supply And The Opioid Crisis52:30 - Censorship Bills And Cameras Off In Parliament55:43 - Government-Subsidized Media58:31 - Bill C-22 And Digital Privacy1:01:38 - The 2015 Immigration Shift1:06:54 - Youth Unemployment And Temporary Foreign Workers1:09:55 - Entrepreneurs Leaving For The US1:11:31 - Wasted Resources: Ring Of Fire, LNG, Hydro1:17:10 - Walking Away From The US Trade Deal1:19:46 - Does It Get Worse Before It Gets Better1:20:52 - The Government's Own 2040 Warning1:22:39 - Alberta And Quebec Separatism1:25:52 - A Wake-Up Call For Americans1:26:50 - Not One Thing Has Gotten Better1:28:45 - Where To Watch Broken Country⚡ Watch Broken Country: https://brokencountry.com⚡Previous Episode:Max Hillebrand & Ben Perrin: https://youtu.be/GYyHcPEaS3Y🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.👉 Visit btcmentor.io#BrokenCountry #Canada #CanadaCollapse #CanadaHousingCrisis #CanadianEconomy #CanadaHealthcare #CostOfLiving #ImmigrationPolicy #GovernmentOverreach #FailedState #AlbertaSeparation #MiraMetter #MikeWerry #MentorSessions #BTCSessions
- 1 weeks ago1h 33m
Every Way To Outsmart Hackers, Big Tech And The Government | Max Hillebrand & Ben Perrin
Mentor Sessions EP 105 | Max Hillebrand & Ben Perrin on GrapheneOS, White Noise, Local AI, KYC-Free Bitcoin and Privacy Guerrilla WarfareIf you click next, next, next on mainstream tech, your privacy is fucked. But Max Hillebrand (White Noise, Marmot protocol, author of The Praxeology of Privacy) and Ben Perrin (BTC Sessions, Sovereign Sessions) argue the tools to route around surveillance have never been better. With an old laptop, an AI agent, Nostr and Zapstore, you can now build and ship a freedom tech app without knowing how to code.From there, they walk through a practical privacy stack: Pixel phones running GrapheneOS (8, 9 or 10, not the 11), Linux laptops, password managers, paying privately with gift cards and prepaid cards, Wasabi Wallet and peer-to-peer Bitcoin, Zapstore, Tor VPN, Amber and White Noise for encrypted messaging, local AI and trusted execution environments, self-hosting on an old laptop, quantum risk to encryption, and why privacy matters for honest price discovery.Timestamps:0:00 Cold Open0:41 Privacy Guerrilla Warfare: Can We Route Around the Grid?2:37 Build an Anonymous App Without Coding6:19 Why Your Data Is So Valuable7:38 Google Maps and Your Location Data9:40 GrapheneOS, Organic Maps and Linux10:53 Is the Privacy UX Gap Closing?15:23 Moving the Cultural Needle on Privacy20:12 Starting a Private Device Setup24:46 OS-Level ID Verification25:41 Best Pixels for GrapheneOS: 8, 9, 10, Not the 1127:05 Linux Laptops and Operating Systems28:54 Face Scan vs PIN30:27 Passwords and Password Managers32:19 Paying Privately With Gift Cards and Prepaid Cards35:07 Spending Bitcoin Through Friends37:13 Wasabi Wallet and On-Chain Privacy38:21 Getting Bitcoin Without KYC41:38 Zapstore, Tor VPN, Amber and White Noise48:00 How the Marmot Protocol Works55:52 How Disappearing Messages Work57:57 Private AI and Running Local Models1:01:29 Talking to Your AI Agents Through White Noise1:07:37 Private Cloud AI With Maple and PPQ1:08:43 Trusted Execution Environments: Cypherpunk Magic1:14:35 Self-Host Your Data on an Old Laptop1:17:14 Is Quantum a Threat to Encryption and Bitcoin?1:25:09 The Economic Case for Privacy1:29:00 Ben's Blond Streak Disguise1:29:55 Where to Find Max, Ben and White NoiseTools mentioned: GrapheneOS, Organic Maps, Debian, Qubes OS, Pop!_OS, Omarchy, Framework, Apple Lockdown Mode, KeePass, Silent.Link, Bitrefill, Coincards, Garmin Pay, Wasabi Wallet, Lightning, Hodl Hodl, Bisq, RoboSats, Zapstore, Tor VPN, Obscura VPN, Amber, White Noise, Marmot protocol, MLS, Nostr, Nostr VPN, FIPS, Routstr, Cashu, Fedimint, Bionic, Maple, PPQ.aiMax Hillebrand (Nostr only): https://towardsliberty.comWhite Noise: https://whitenoise.chatSovereign Sessions (tutorials): https://youtube.com/@SovereignSessions⚡Previous Episode:Jim Rickards & Simon Dixon: https://youtu.be/djc-F6TPfos🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io#BitcoinPrivacy #GrapheneOS #Nostr #MaxHillebrand #BenPerrin #WhiteNoise #WasabiWallet #LocalAI #SelfHosting #FreedomTech #Cypherpunk #Bitcoin #BTCSessions #Privacy #Zapstore
- 2 weeks ago1h 33m
CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards
Mentor Sessions EP 104 | Jim Rickards & Simon Dixon on the petrodollar, who runs the world, the AI bubble, dollar collapse, gold vs Bitcoin, stablecoin bank runs and frozen bank accounts. Two wars, a quiet Russian diesel deal, and a $2 trillion AI build-out that one of these guests calls the greatest bubble in history. James Rickards and Simon Dixon sit down to map who is actually calling the shots in the Iran and Ukraine conflicts, and what it means for the dollar, gold, and your Bitcoin. Rickards war gamed finance as a weapon for the Pentagon, advised the CIA on financial threats, and was general counsel at Long Term Capital Management when the Fed stepped in. In this conversation you'll learn why he argues the debasement trade is nonsense and the dollar is getting stronger, why China's yuan can't become a reserve currency, and why he believes an unregulated stablecoin bank run could trigger a panic in the Treasury market. Simon Dixon pushes back with the view that war is the product, that the petrodollar is being quietly renegotiated as China becomes Saudi Arabia's main oil buyer, and that both gold and Bitcoin matter in the programmable control grid he sees coming. You'll also hear a sharp breakdown of the AI bubble, why superintelligence won't be achieved, and the latest supply-chain attacks on hardware wallets. ⏱️ Timestamps:0:00 - Intro0:33 - Who Is Calling The Shots In These Wars2:33 - Who Really Controls Ukraine's Leadership3:38 - Why Iran Has No Exit Strategy6:46 - US-Russia Deal That Could End Two Wars9:25 - Why Only China Russia And US Matter12:16 - Simon Dixon: War Serves The Power Structure15:13 - Midterms Weapons Shortages And Trump Agenda18:46 - Seventy Years Of Petrodollar Monetary History23:47 - Bigger Picture Above Trump And World Orders26:19 - Why The Debasement Trade Is Nonsense29:05 - China's Gold Reserves And Yuan Limitations32:08 - Using Inflation To Solve The Debt Problem33:09 - Petrodollar Shift From Saudi Arabia To China49:26 - Two Trillion Dollar AI Infrastructure Bubble55:42 - Why Superintelligence Cannot Be Achieved56:11 - Ice-Nine Freezing Accounts And Redemptions1:00:06 - Rickards Bitcoin Casino Chip Metaphor Explained1:01:08 - Stablecoin Bank Run Risks On The Horizon1:03:55 - Simon Dixon Stablecoins Versus Bank Deposits1:26:48 - Hardware Wallet Attacks Targeting Self Custody1:31:49 - Simon Dixon New Book Game Of Money 🔗 Links & Resources:James Rickards newsletter - https://rickardswarning.comSimon Dixon on X - https://x.com/SimonDixonTwit This one is for the people trying to make sense of the whole board at once, not just the headlines. If that's you, join us live for the next Mentor Session and drop your take on war-is-the-product vs the-dollar-is-fine in the comments. We read them. ⚡Previous Episode:Michael Howell: https://youtu.be/Tzyifqs-Bg0🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #Bitcoin #JamesRickards #SimonDixon #Petrodollar #DollarCollapse #AIBubble #Stablecoins #CBDC #Gold #GoldVsBitcoin #DeDollarization #IranWar #Geopolitics #SelfCustody #BTCSessions
- 2 weeks ago1h 5m
If You Don't Get Global Liquidity, You Don't Get The Everything Bubble | Michael Howell
Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin RalliesGlobal liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is already bending bond markets, credit spreads, and Bitcoin. Michael Howell breaks down exactly what's moving underneath the surface.In this episode you'll see why Howell calls Bitcoin a "liquidity sponge," how the debt maturity wall forces old debt back into the system, and why roughly 80% of all financial market transactions are really just debt refinancing. You'll learn how to read the four indicators Howell watches before every crisis, why the euro system has no safe asset, how Japan quietly devalued its debt through a weaker yen, and why China is "basically Japan ten years later" buying gold for 23 straight months. You'll also hear his specific call: Bitcoin may struggle for three months, then do quite well into 2027 as Treasury QE monetizes government spending.⏱️ Timestamps:0:00 - Intro1:06 - Is Global Liquidity Expanding Or Contracting?2:33 - Momentum Indicator Signals Liquidity Rollover3:25 - Why This Is a 5-6 Year Debt Refinancing Cycle4:28 - The Debt Maturity Wall Explained5:59 - Debt-To-Liquidity Ratio And Crisis Thresholds7:20 - Where Liquidity Shifted: CapEx And AI Data Centers8:54 - Treasury QE: The New Hidden Liquidity Conduit12:54 - Fed September Hike And Liquidity Management13:17 - Why 80% Of Lending Is Collateral Backed14:12 - MOVE Index And Rising Bond Volatility Risk15:42 - Bessent Buybacks Targeting Off-The-Run Treasuries16:26 - Fed Managing Repo Spreads And Bank Reserves17:30 - What The Repo Market Actually Is20:05 - SOFR Spreads And The Danger Line24:20 - What Really Drives The MOVE Index Higher25:49 - Are We Heading Into A Financial Crisis?26:53 - Two-Year Yields vs SOFR: Rates Rising29:24 - Where Interest Rates Could Peak33:25 - Bitcoin As A Liquidity Sponge: The Framework34:17 - Howell's Medium-Term Bitcoin Bull Case35:43 - Yield Curve Signals And Bitcoin Bull Market Timing40:38 - The Eurodollar Market And Gilts42:36 - France, Germany And The Oat-Bund Spread43:29 - No Safe Asset In The Euro System45:26 - Why The Eurozone May Not Hold Together47:18 - Japan, The Yen Carry Trade And Weaker Yen49:30 - How Japan Devalued Its Debt Successfully51:39 - China Is Japan Ten Years Later53:07 - China Printing Money And Buying Gold To Devalue56:16 - Could The US Engineer A Domestic Devaluation?58:25 - How Bitcoin Reacts To Chinese And Treasury Liquidity1:02:04 - Final Thoughts On AI, Private Credit And RiskMichael Howell runs Global Liquidity Indexes and publishes the Capital Wars Substack, where he tracks global liquidity data and the indicators referenced throughout this conversation.🔗 Links & Resources:→ Michael Howell on X: https://x.com/crossbordercap→ Michael Howell on Substack: https://capitalwars.substack.com/→ GL Indexes: https://www.glindexes.com/⚡Previous Episode:Rational Root: https://youtu.be/ZkpoEFOQ_cM🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #Bitcoin #GlobalLiquidity #EverythingBubble #MichaelHowell #BTCSessions #MentorSessions #FinancialCrisis #BitcoinMacro #TreasuryQE #DebtCycle #CapitalWars #BondMarket #YieldCurve #LiquiditySponge #Liquidity
- 3 weeks ago1h 1m
12 Bitcoin Charts, One Painfully Obvious Conclusion | Rational Root
Mentor Sessions Ep 102: Rational Root breaks down Bitcoin on-chain data, the 2026 cycle bottom, ETF cost basis, the four year cycle and his macro outlook.The Bitcoin bottom looks like it's already in, and the on-chain data says this was the least retail driven cycle in history. Rational Root joins the show with a stack of charts to explain exactly why price held at $60K through the Cold Card hack, the chain split, and the biggest ETF outflows ever recorded.You'll see how the short-term holder cost basis breakout flipped the market bullish, why the ETF cost basis rejected price twice before the breakout, and how the four year spiral chart is behaving at this bottom compared to every prior cycle. You'll learn why Rational Root bought STRC at a 25% discount during the panic, what the digital credit stress test revealed, and why he thinks an all-time high could land before June 2027. You'll also get his candid macro read on AI, ISM manufacturing, interest rates, and the midterm cycle, plus why diminishing returns are likely moving forward even as the cycle keeps chugging along.This is a practical, data-first conversation for holders trying to decide whether to keep stacking or wait for a lower low that may never come.⏱️ Timestamps:0:00 - Intro0:36 - Meet Rational Root and What's Top Of Mind1:27 - Price Action And The Short-Term Holder Cost Basis Breakout3:21 - Why This Bottom Looks Like Every Prior Cycle5:05 - Why We Never Got The Blow-Off Top This Cycle8:19 - The Momentum Indicator And Mild Capitulation Explained9:04 - How Institutional Buyers Dampened The Drawdown11:24 - The Four Year Spiral Chart And Diminishing Returns13:04 - Will The Spiral Chart Eventually Break?18:05 - The ETF Cost Basis And The Second Leg Up20:56 - ETF Inflows, Outflows And The Digital Credit Stress Test22:39 - The On-Chain Value Map And Fair Value25:57 - Buying STRC At A 25% Discount During The Panic28:07 - Cold Card Hack, Chain Split And Price That Wouldn't Break31:22 - How Fast Can The Recovery Come From Here?33:54 - An All-Time High Before June 2027?39:11 - Macro: ISM, The Business Cycle And Midterms45:52 - AI, Fiat And Why Bitcoin Still Matters More52:42 - What Gave Rational Root Pause This Cycle55:04 - How He Actually Feels About Bitcoin Right Now1:00:31 - Where To Find Rational Root's Charts🔗 Links & Resources:→ Follow Rational Root on X: https://x.com/therationalroot→ Rational Root Newsletter & Charts: https://www.bitcoinstrategyplatform.com/🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #Bitcoin #BTC #BTCSessions #OnChainAnalysis #BitcoinCycle #FourYearCycle #RationalRoot #BitcoinBottom #BitcoinETF #ShortTermHolder #SpiralChart #BitcoinMacro #DiminishingReturns #BitcoinPrice #BitcoinBullMarket #AllTimeHigh #Bitcoin2027 #BitcoinPrediction
- 3 weeks ago1h 17m
"The Most Bullish Market Structure In History For Bitcoin" | Carlasare, Ross, HODL
Mentor Sessions Ep 101: Joe Carlasare, Dr. Jeff Ross, and American HODL break down why Bitcoin at $85K is poised to break $100K, the dead four year cycle, and AI's economic impact in 2026.Nation states now hold more Bitcoin on a percentage basis than individuals do, and Joe Carlasare and Jeff argue that single fact rewrites the entire bull case heading into 2026. With Bitcoin sitting around $85,000, this conversation makes the case that $100K is the starting bell, not the ceiling.You'll learn why Carlasare calls the recent sell-off a self-fulfilling prophecy, why both guests believe the traditional four year cycle is finally dead, and how the walk from $100K to $1 million could happen faster and easier than most holders expect. You'll hear why long-term hodlers above $100K are already gone, why the Cold Card capitulation felt like the real bottom, and how liquidity, manufacturing, and speculation (the "three burners") tell the macro story right now. You'll also get a frank breakdown of AI's economic impact, the fight over compute governance, the IP and legal battles facing OpenAI and Anthropic, and the FinCEN rules on self-hosted wallets that were just rescinded.⏱️ Timestamps:0:00 - Intro0:40 - Calling The Bottom At $58K And Where Bitcoin Sits Now1:17 - P(Doom) Zero, P(BTC) 1002:34 - Nation States Own More Bitcoin Than Individuals3:23 - The Entire Sell-Off Was A Self-Fulfilling Prophecy4:36 - Why Flipping Green In 2026 Breaks The Four Year Cycle6:44 - The Cold Card Capitulation And The Double Bottom8:19 - Covid Distorted Every Economic Cycle11:03 - Bitcoin Trades On Macro Now, Not The Cycle13:14 - Junk Bonds At 14% And Broken Correlations14:25 - Only 2.5% From A Green Year, 20% From $100K15:30 - Why $100K Unlocks $200K, $300K, $400K16:17 - The Walk From $100K To $1 Million24:01 - The Michael Saylor Prophecy And Follow-On Buyers27:31 - James Check: There's No Narrative, Just Demand30:08 - Strategy Survived The Stress Test34:26 - Is The Equity Market Over Its Skis?38:19 - Creative Destruction And The AI Economy40:35 - HODL On The AI Red Capture And Robo-God Labs45:25 - Effective Altruism, The Vatican, And Compute Governance47:33 - The Coming AI False Flag52:47 - Can You Make AI Labs Legally Liable?55:41 - Do Local Models Beat The Frontier?1:00:41 - Will Wall Street Shred OpenAI And Anthropic?1:01:02 - China, Manufacturing, And The IP Problem1:03:13 - Is AI Output Fair Use? Courts Say No1:06:35 - FinCEN's Self-Custody Rules Rescinded1:07:19 - The Three Burners: Liquidity, Manufacturing, Speculation1:13:48 - What FinCEN Actually Changed1:15:15 - Joe's New Book And Closing ThoughtsThis episode references the Cold Card incident, Michael Howell's liquidity work, Lyn Alden's fiscal framing, and Joe Carlasare's new book. Hardware wallet and self-custody tools discussed in the sponsor segments include Trezor and Casa multisig.🔗 Links & Resources:→ Follow Joe Carlasare on X: https://x.com/JoeCarlasare→ Follow Jeff Ross on X: https://x.com/FormerDrJeff→ Follow HODL on X: https://x.com/americanhodl8🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Casa MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #Bitcoin #BTCSessions #JoeCarlasare #JeffRoss #AmericanHODL #BTC #BitcoinMacro #FourYearCycle #BitcoinPrice #BitcoinBullMarket #AIandBitcoin #BitcoinTo1Million #NationStateBitcoin #SelfCustody #FinCEN
- 4 weeks ago1h 4m
Everyone Waiting For A Bitcoin Dip Is About To Get Left Behind | James Check
Mentor Sessions Episode 100: James Check breaks down Bitcoin market cycles, on-chain data, the bull market transition, and his end-of-year $100K price target for 2026Bitcoin just flipped from bear to bull and the on-chain data proves it: more than half of all invested wealth is now in profit, up from just 8% at the $58K lows. James Check returns to break down exactly what changed and where the cycle goes next.You'll learn why James called the bottom back in July and what the run from the low $60s to $86K revealed on-chain. You'll see his four-phase market cycle model, how short-term and long-term holder cost basis acts as resistance, and why 90% of ETF buyers were underwater before $8 billion in outflows hit the bottom. You'll also hear his honest end-of-year outlook, his left/mid/right curve scenarios, and why he believes dips will most likely be bought from here.This is a measured, data-first conversation for anyone navigating the transition out of a bear market without getting chopped up.⏱️ Timestamps:0:00 - Intro0:42 - Confirming the Bull Market1:24 - On-Chain Data Reveals Human Emotion1:36 - Price Pain Versus Time Pain Capitulation2:13 - Macro Trends Begin on One-Second Charts3:13 - Two Legs Up and Short Squeezes4:27 - Wealth in Profit Jumps From 8% to 55%5:27 - Bear Market PTSD and Transition6:25 - Will Old Buyers Sell at Break-Even?7:22 - Who Bought Bitcoin at $64K?8:04 - Four Seasons of Holder Behavior9:39 - Volume Rising Across Exchanges10:24 - Anything Missed in the Bear Market?11:42 - ETFs Bought Tops and Sold Bottoms13:07 - How 20% of Coins Drive 55% Drawdowns15:11 - What a True Catastrophic Event Looks Like15:48 - $100K Resistance and Silent IPO18:09 - Why the Next All-Time High Feels Special19:46 - Low-Fee ETF Flows Gaining Traction21:19 - Why Companies Avoid Bitcoin on Balance Sheets23:01 - Housing Markets Push Rotation Into Bitcoin24:00 - Bitcoin Is Not Set and Forget28:18 - Personal Signals Confirming the Bottom30:40 - Testing Fear Versus Greed Titles31:04 - Why Brains Are Wired to Lose Money32:57 - Is the DCA Strategy Still Active?33:46 - Maxing Purchases at $60K40:40 - Bull Market Lines of Defense44:34 - Tracking the Hot Ball of Money53:47 - AI CapEx Compared to Bitcoin Mining59:48 - End-of-Year Price Targets Left Mid Right1:02:47 - Disbelief Rally Remains Alive and Well🔗 Links & Resources:→ James Check's newsletter & Checkonchain charts: https://checkonchain.com→ James X.com: https://x.com/_Checkmatey_🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Case MultiSig & Inheritance: https://casa.io/sessions10% Off First Year Promo Code SESSIONS⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #Bitcoin #BTC #Bitcoin100K #BTCSessions #JamesCheck #Checkonchain #OnChainData #BitcoinMarketCycle #BitcoinBullMarket #BullMarket #BearMarket #BitcoinAnalysis #BitcoinPrice #BitcoinETF #CostBasis #SelfCustody #Glassnode
- Sep 29, 20262h 46m
"If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum
Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress.The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have.In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about to break, and why boomer asset liquidation guarantees a repricing no dip-buyer can stop. You'll learn why he calls Jensen Huang's share buybacks a bell-ringing top, why he puts the AI capex build-out on a one-year clock, and why he thinks a rare double bear market in bonds AND equities is teeing up — the setup where 60/40 offers no protection. You'll also hear his contrarian take that AI will make the world worse without destroying civilization, plus his read on Warsh, the Fed, and why gold and Bitcoiners could be the ones left standing.⏱️ Timestamps:0:00 - Intro0:50 - Gold Silver Recent Price Action1:27 - End of the Long Credit Cycle1:49 - Central Bankers Driving Rates to Zero4:50 - Treasury Rates Pulled Toward Six Percent6:32 - Seven Percent Mortgages Housing Trap9:46 - Kevin Warsh Rate Hikes and Collapse11:55 - Economy Needs Real Assets Not Data Centers12:48 - Jensen Huang Nvidia Buyback Signal14:17 - AI Threat to Civilization Examined17:46 - Sneaky Behaviors Observed in AI20:48 - Bitcoin Proof of Work Constrains AI25:59 - Nuclear Risks Middle East Conflict27:47 - Putin Iran Restraint in Geopolitics40:52 - Israel Palestine Historical Context45:11 - Iran Nuclear Strike Questions Raised50:40 - Yen Carry Trade Stability Analysis59:06 - Boomers Driving Boom and Bust59:33 - Median Boomer Retirement Savings Shortfall1:03:19 - Boomer Wealth Transfer Needs Repricing1:08:08 - Lindsay Clancy Case Maternal Tracking2:01:32 - System Collapse Worse Than Historical2:03:16 - AI Bubble in Fifteenth Inning2:04:31 - Market Regression Eighty Five Percent Drop2:36:45 - Nasdaq Rollover Sudden Bid Support2:39:15 - Gamma Squeeze Pushing Markets Higher2:42:07 - Potential Correction Impact on Saylor🔗 Links & Resources→ Dave Collum on X: https://x.com/DavidBCollumIf you want the macro conversations the rest of the space won't touch, this is the show. Subscribe for weekly Bitcoin and macro interviews, and drop your take on Collum's one-year AI clock in the comments.⚡Previous Episode:Jack Mallers: https://youtu.be/LpwGHzUTQ7A🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1⚡ Sponsored by Trezor - Get Your Safe 7 Today: https://affil.trezor.io/aff_c?offer_id=352&aff_id=1088⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #MacroEconomics #BondMarket #BTCSessions #DaveCollum #AIbubble #EconomicBubble #TreasuryYields #CreditCycle #BoomerWealth #GeopoliticalRisk #GoldAndBitcoin #MarketCrash #6040Portfolio #SystemicCollapse
Get BTC Sessions summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Bankless
A podcast about crypto finance covering DeFi, NFTs, and cryptocurrencies to help listeners transition to a bankless financial system.
Odd Lots
Two Bloomberg journalists examine intriguing topics in finance, markets, and economics with expert guests.
What Bitcoin Did
What Bitcoin Did explores Bitcoin's impact on money, freedom, and the future of finance.
TFTC: A Bitcoin Podcast
A Bitcoin podcast hosted by Marty Bent featuring discussions with notable figures in the space.
The Compound and Friends
Expert analysis and candid discussions on business and investing trends with a rotating panel of financial professionals.
Peak Prosperity
Explores economic, energy, environmental, and geopolitical systems to offer clarity beyond mainstream narratives.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
Your Week In Money with Caleb Hammer
A weekly recap of financial, business, and economic news.
Bloomberg Crypto
A daily look at crypto news and trends, covering regulation, NFTs, DeFi, and environmental impacts shaping digital finance.
On The Market
Real estate experts analyze current news and economic trends shaping today’s housing market.
WSJ's Take On the Week
Weekly analysis of markets, the economy, and finance from Wall Street Journal reporters Telis Demos and Miriam Gottfried.
Bloomberg Money
iHeartPodcasts
About BTC Sessions
Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from BTC Sessions in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's BTC Sessions daily summary?
It's a free AI-powered email that summarizes new episodes of BTC Sessions as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the BTC Sessions podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official BTC Sessions product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Ben Perrin.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does BTC Sessions release new episodes?
BTC Sessions publishes 2x weekly. Our AI generates a summary within hours of each new episode.
What topics does BTC Sessions cover?
BTC Sessions covers topics including Technology. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting BTC Sessions summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.