Podcast
Rob Wallace | Bitcoin News
Hosted by Bitcoin News · EN
At Bitcoin News, we're dedicated to bringing you the latest insights and analysis on the Bitcoin ecosytem.
Here you'll find in depth interviews and live streams on how macro, finance, capital markets and geopolitics are impacting Bitcoin.
Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoins emerging role as a new monetary revolution and financial system.
34episodes
Episodes
Newest firstAll episodes
Insiders Are Manipulating Twitter To Kill Bitcoin's Price On Purpose | Michael Sullivan & Adrian Morris
3d ago01:03:00Tap to summarizeSomeone is paying to manipulate your Bitcoin timeline. And most people scrolling through it have absolutely no idea it is happening. Michael Sullivan reads the language of Bitcoin Twitter. He says desire, the emotion most closely correlated with bull market tops, is at its lowest level in eight years. Adrian Morris reads the options market and the financial data itself. He says sentiment is being manufactured in real time by accounts working on behalf of hedge funds and short sellers. Today they reveal they are merging their work into a single model. And they explain exactly who is paying to move the algos and why it is working. Here is what we cover: • Why desire is at an eight-year low on Bitcoin Twitter and what that has historically signaled about cycle position • How Adrian reads sentiment directly from financial data instead of language and why that is a fundamentally different signal • Why narrative leads price rather than follows it and the data that proves it • Why Saylor is not the problem, he is just the gravitational pull point for a community that was already angry • The capitalist cohort of Bitcoiners is trending up in conviction while the fundamentalist cohort is trending down and why that matters • Who is paying to run bot armies against MSTR and Bitcoin on X and how the manipulation actually works at the algo level • Why moving the algorithm by half a percent matters enormously when you are running a thirty million dollar position • How large accounts with huge followings are knowingly being used to manufacture narratives for hedge fund entries and exits • Why the X algo change has amplified bots and noise rather than genuine sentiment • Whether price going back up will reunite the Bitcoin community or whether the fractures are now permanent • Why both guests think the Bitcoin community has never really been one unified thing and never will be • How to use AI to scale your thinking rather than just outsource it This is one of the most forensic and unflinching looks at what is actually driving Bitcoin sentiment you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use code "BITCOINNEWS" and get a $21 signup bonus in Bitcoin after you make your first $100 USD deposit. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Transcribe →Bitcoin Could Split In 15 Days — How To Protect Your Stack | Wicked & Portland Hodl
6d ago01:22:19Tap to summarizeBitcoin could split in 15 days. And most people have no idea what that actually means for their stack. Wicked Smart Bitcoin and Portland Hodl join the show to give you the most clear-eyed, technically grounded breakdown of what is happening with BIP110, what you need to do before August 8th, and why both of them think this fork is going to fail miserably — and why that is actually bullish for Bitcoin. Here is what we cover: • Should you move your Bitcoin around August 8th — the practical answer with no hype • The single most important distinction in this entire debate: policy vs consensus, and why most people arguing about it have never had it explained clearly • Why Bitcoin Core version 30 changed the rules at school but did not change the laws of physics • The eight rules of BIP110 broken down one by one — which ones are fine and which ones Wicked calls his deal breakers • Why the 55% activation threshold is almost comically low and why it almost guarantees a chain split • Why stopping spam on Bitcoin is a cat and mouse game you can never win at the consensus level • The role of fees as the only real defense against spam and why monetary adoption is the long-term answer • Whether we will see an airdrop of BIP110 coins and where you could even sell them if we did • Why Portland says we will know within the first hour of mandatory signaling whether this fork succeeds • Who actually governs Bitcoin and what this fight reveals about how consensus forms and fails • Why BIP110 failing would be one of the most bullish things that could happen for Bitcoin right now This is the calmest and most technically grounded conversation you will find on this topic anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Transcribe →The Disturbing Bitcoin Signal Hiding In Plain Sight | Rekt Capital
1w ago01:01:42Tap to summarizeLIVE 🔴 Rekt Capital Market Analysis. Is Bitcoin quietly building a base… or is this summer range setting up for another leg lower? In this live stream, Rob Wallace is joined by Rekt Capital to break down Bitcoin’s current market structure, the significance of the 200-week moving average, and whether the current consolidation resembles historical summer ranges that preceded major moves. Topics include: • Is the current summer range accumulation or distribution? • Why the 200-week SMA remains one of Bitcoin’s most important support levels • The series of macro lower highs since October 2025 • What Bitcoin needs to invalidate the current downtrend • Why buy-side volume is the key metric to watch • Historical summer range comparisons • What could trigger the next major move in Bitcoin If you’re looking for objective technical analysis grounded in historical market behavior rather than hype, this conversation is for you. Find Rekt on X: https://x.com/rektcapital 👍 Like the stream, subscribe for more Bitcoin market analysis, and let us know in the comments: Is this range accumulation or distribution? SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Transcribe →Everyone Calling For A Bitcoin Bottom In October Is WRONG | Sina Bitcoin Intelligence
1w ago01:03:18Tap to summarizeSina, the analyst behind Bitcoin Intelligence and the man who helped popularize the power law, the quantile bands, and the momentum model, is back for his first interview in over a year. Last time he was on, he said the $250K calls for 2025 were dangerously overextended. Bitcoin topped at $126K in October and is now down over 50%. He nailed it. Now he is back to tell you what his models are saying right now, why two of them currently disagree, and what actually needs to happen to end this bear market. Here is what we get into: • How Sina called the October top when the entire market was screaming $200K to $250K • Why this bear market hit harder than even he expected and the hidden leverage that caused it • The three headwinds holding Bitcoin back that almost no one is talking about • How AI drained the development capital that used to build on Bitcoin and what that means for adoption • Why falling inflation could be the single catalyst that ends the bear market • The counterintuitive truth about why Bitcoin rips when inflation falls and not when it rises • The power law chart showing Bitcoin at its most undervalued position ever recorded • The VPLI chart quantifying exactly how oversold Bitcoin is right now • The quantile model showing Bitcoin at the lowest band in years and what that means for DCA • The momentum model explained and why it is still flashing red despite the recent bounce from $58K • How to balance the quantile deep value signal against the momentum red signal • How to know if you are overallocated and the single best sign to watch for • Why following influencers into leverage trades is one of the worst financial decisions you can make • How Sina called out Bitcoin treasury companies a year ago when it got him attacked and unfollowed • The preferred stock math that proved the treasury model was structurally flawed from day one • What Saylor got right, where he went wrong, and why the narrative shift from sound money to paper products is a problem • Why spending Bitcoin is not the enemy of Bitcoin and the fallacy Saylor promotes • What Bitcoin actually needs to return to all time highs and why it cannot happen on speculation alone Links: X: https://x.com/Snz_BTC Substack: https://bitcoinintelligence.substack.com/ SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe
Transcribe →“We’ve Hit A Tipping Point” — Nothing Is Holding Bitcoin Back Now | Joe Consorti and Marty Bent
2w ago00:58:43Tap to summarizeBitcoin has reached a critical tipping point. In this episode, Joe Consorti and Marty Bent break down why the biggest "killer" of Bitcoin’s price has finally reversed and what this means for a potential parabolic move. If you’ve been waiting for the signal that the macro headwinds are over, this is it. What You’ll Learn: • The Tipping Point: Why the structural resistance holding Bitcoin back has officially broken. • Liquidity & Interest Rates: How upcoming cuts are acting as the ultimate catalyst for price action. • Market Sentiment: Why most investors are missing the reversal happening right under their noses. • The Path to Parabolic: Joe and Marty’s outlook on the next phase of the Bitcoin bull market. @JoeConsorti is a leading macro analyst focusing on Bitcoin and capital markets. Marty Bent is the founder of @TFTC and a prominent voice in the Bitcoin space. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Transcribe →Has Bitcoin Already Bottomed? — What The Data Reveals | On-Chain Mind
2w ago01:02:52Tap to summarizeHas Bitcoin finally bottomed out, or is this just another trap before the next leg down? In today's video, we’re joined by @OnChainMind to dive deep into the latest on-chain data to analyze a massive shift in market structure: sellers are showing major signs of exhaustion. We break down the key metrics revealing whether the Bitcoin bottom is officially in, and if the market is quietly preparing to go parabolic. If you want to understand what the smart money is doing right now behind the scenes, this is a must-watch. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Transcribe →Self-Custody Bitcoin Will Be Dead In 3 Years | NVK
2w ago01:02:03Tap to summarizeReal Bitcoin self-custody is under a major attack, and the window for normal people to own absolute sovereign UTXOs is closing faster than you think. In this wide-ranging episode, host Rob Wallace sits down with NVK, the founder of Coinkite and creator of the legendary Coldcard, to unpack the dark reality facing Bitcoiners today. From skyrocketing targeted physical attacks and draconian DAC8 reporting laws in Europe to the distraction of financialized yield products, NVK warns that we are entering a era of "second-class citizens" for those who refuse to take absolute responsibility for their stacks. We also dive deep into the highly contested BIP 110 fork debate, why NVK isn't losing sleep over quantum computing threats, and how AI serves as a 1,000x multiplier that everyone must learn to leverage alongside sound money. Finally, NVK shares his deeply contrarian take on raising children in a hyper-connected world and why letting your kids experience true boredom is the secret to unlocking the next generation of geniuses. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets
Transcribe →Saylor Selling Was The Bottom… Things Are About To Get Very Violent For Bitcoin | Jamie Coutts
3w ago00:58:16Tap to summarizeMichael Saylor just sold 3,588 BTC — and macro analyst Jaime Coutts explains why it may mark the Bitcoin bottom, not the top. Bitcoin just suffered one of its most controversial corrections yet—but according to him, this bear market is unlike any we’ve seen before. In this interview, he explains why Michael Saylor’s Bitcoin sale may have removed a major overhang from the market, why Bitcoin has diverged from global liquidity for the first time in years, and why AI—not monetary policy—is absorbing the world’s capital. Jamie also shares why he believes Bitcoin is approaching a major inflection point over the next 12–18 months. We also dive into debt, liquidity, quantum computing, AI agents, China’s economy, and why Bitcoin’s long-term fundamentals may be stronger than ever despite the current price action. Follow Bitcoin News and dive into this and more alpha analysis! Follow Jamie Coutts: X: https://x.com/JaimeCoutts Real Vision: https://www.realvision.com 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #Bitcoin #Saylor #JamieCoutts
Transcribe →Strategy Going To $5T OR Zero? | Pio & Grain of Salt
3w ago00:59:13Tap to summarizeLIVE 🔴 There may be no company on Earth with a more efficient system for creating shareholder value than Strategy. No factories. No supply chains. No inventory. No commodity exposure. Just a high-margin software business combined with a Bitcoin acquisition engine that may be rewriting the rules of corporate finance entirely. Pio and Grain of Salt (@BTCTrueNorth) join the show to make the case that the market still does not understand what Strategy actually is, why this ends at either a multi-trillion-dollar company or nothing, and why Michael Saylor could become the richest man alive if the thesis plays out. 🟣 Plays SatsDrop from Rhino and win FREE Bitcoin today 👉 https://bit.ly/3Sndb1T Here is what we get into: Why Strategy's business model is structurally different from almost every other public company on earth Whether Bitcoin eliminates the core risks that destroy traditional asset-heavy businesses How Strategy creates shareholder value without factories, inventory, or physical infrastructure Why the market is still fundamentally mispricing MSTR and what it is missing The $5 trillion or zero thesis and what has to happen for each outcome Why Saylor's Bitcoin acquisition strategy may be the most capital-efficient model ever built Whether this is just a leveraged Bitcoin play or a genuinely new blueprint for corporate capital allocation The long-term opportunity for MSTR shareholders that almost no one is properly modeling This is one of the most detailed breakdowns of the Strategy thesis you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets
Transcribe →AOC Will Send Bitcoin To $1M — Here's The Math | Dave Weisberger
3w ago01:06:17Tap to summarizeAlmost every Bitcoiner thinks a Democrat in the White House is bad for Bitcoin. Dave Weisberger says they have it completely backwards. And he has the math to prove it. Dave Weisberger, market structure expert, co-founder of CoinRoutes, and author of the upcoming Wiley book Million Dollar Frat Boys, joins the show to break down why a President AOC scenario could be the single greatest catalyst Bitcoin has ever seen, why the MSTR death spiral crowd is dead wrong, and why Bitcoin is one of the most underpriced assets on the planet right now. Here is what we get into: Why AOC becoming president would be the most bullish event in Bitcoin history and the math behind it How Gary Gensler and Elizabeth Warren accidentally created the perfect conditions for Trump's meme coin billions Why the Trump meme coin disclosure changes almost nothing about where crypto regulation is headed The real reason October 10th happened and why it was likely a coordinated momentum ignition attack Why no one should be surprised that MSTR dropped 75% when Bitcoin dropped 50% The difference between Strategy common stock, STRC, and what each one actually is Why Dave thinks STRC was marketed incorrectly and who it should actually have been sold to Why the Satoshi wallet quantum threat is wildly overblown and why recovering those coins might actually be bullish New York City rent freezes, socialism creeping into America, and what it means for hard money assets Why Bitcoin is still trading at well under 5% probability of becoming digital gold despite everything that has changed How agentic AI commerce could become one of the most powerful tailwinds Bitcoin has ever had Why adoption is the only catalyst that matters and why Dave thinks we are already past the point of no return
Transcribe →