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Artwork for What Bitcoin Did

What Bitcoin Did

Danny Knowles
Bitcoin
Inflation
Gold
Federal Reserve
Microstrategy
Artificial Intelligence
Cryptocurrency
Institutional Adoption
Etfs
Debt
Central Banking
Treasury Companies
Self-Custody
Quantum Computing
US Government
Monetary Policy
Liquidity
Interest Rates
Stablecoins
Wealth Inequality

What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.

PublishesTwice weeklyEpisodes207Founded7 years ago
Number of ListenersCategories
TechnologyBusinessInvesting

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Artwork for What Bitcoin Did

Latest Episodes

“I think AI is officially too big to fail.”

Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of debt.

We also get into why AI-driven deflation cou... more

YouTube

“We don’t really have the tools to deal with fiscal-driven inflation.”

Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits... more

“There is a reckoning. There is a point at which something has to be addressed.”

Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue being consumed by interest, and how continued Trea... more

YouTube

“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare

Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable.

In this interview, we discuss why he believes the Bitcoin bottom is... more

YouTube

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Recent Guests

Lyn Alden
Investor and macroeconomist; discussed macro outlook and Bitcoin
Lyn Alden Investment Strategy
Episode: The US Is Long-Term Insolvent | Lyn Alden
Nick Bhatia
Founder/analyst at The Bitcoin Layer (TBL); macro crypto researcher
The Bitcoin Layer (TBL)
Episode: Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia
Joe Carlasare
Guest on the episode, discussed market views and Bitcoin fundamentals
Attorney, Bitcoin advocate (as referenced in convo)
Episode: The Everything Rally Is About to Begin | Joe Carlasare
Lloyd Fournier
Frostsnap team member
Frostsnap
Episode: The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow
Nick Farrow
Frostsnap team member
Frostsnap
Episode: The Coldcard Disaster: Everything You Need to Know | Lloyd Fournier & Nick Farrow
Mauricio Di Bartolomeo
Founder/CEO of Ledn
Ledn
Episode: The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo
John Haar
Bitcoin investor and executive mentioned with Blockware affiliation
Blockware
Episode: The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar
Michael Howell
Economist and liquidity strategist; author-focused on global liquidity cycles
Episode: Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
Matthew Mezinskis
Analyst focused on Bitcoin, power laws, and monetary systems
One Base Money
Episode: Is The Bitcoin Power Law Broken? | Matthew Mezinskis

Host

Danny Knowles
Host and principal interviewer with long‑running involvement in Bitcoin discussion.

Reviews

4.7 out of 5 stars from 923 ratings
  • Like Most Bitcoin podcasts, it’s just echo chamber & price go up nonsense podcast.

    Typical zealotry. Not anything sophisticated or deep understanding of real world markets and finance. Just a bunch of hyperbole and cult members throwing their sayings and phrases back and forth to each other. Same clown show as most Bitcoin podcasts. I say this as a bitcoiner.

    Apple Podcasts
    2
    Gene Everett 187
    United States3 months ago
  • Outstanding

    A top crypto podcast with focus on BTC.

    Apple Podcasts
    5
    kfixbwhdisa
    United States4 months ago
  • Super helpful

    Danny asks the questions I would ask, and gets his very well informed guests to clarify terms for those of us learning financials on the fly. Thank you Danny!

    Apple Podcasts
    5
    InteriorGrace
    United States5 months ago
  • Little ears friendly

    Love it. I can play this podcast with kid sin the car and not have to worry about f-bombs. Well done Danny! Peter’s great but he swore too much. I had to listen to the old pod alone.

    Apple Podcasts
    5
    Tinder_user
    United States10 months ago
  • Decent podcast. BTW, Mark Cohodes was onto FTX at least six months before it failed. He presented his findings to Hedgeye Clients around 2 weeks before everything went Tango Uniform...

    Podcast Addict
    5
    Jimbo14
    a year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the measured, well‑informed approach and high‑quality guests.
Strong production value paired with insightful sponsor integrations can be valuable for brands.
Some listeners criticize host style or certain political takes, indicating polarized reception among a subset of critiques.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia
Q: Is Bitcoin the only viable long-term hedge here?
Bitcoin is presented as the best representation of what to own given limited supply and the risk of fiat debasement, though context suggests diversification across macro and crypto assets.
Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia
Q: What happens if the Fed raises rates in this environment?
Raising rates could force more debt issuance into bills, crowding out the money market, creating a repo crisis, and requiring Fed intervention to stabilize funding.
The US Is Long-Term Insolvent | Lyn Alden
Q: What is driving the current stress in the Treasury market according to you?
The stress stems from fiscal dominance—the large, persistent deficits and entitlements that require ongoing financing, which changes the dynamics of the bond market and leads to non-traditional tools like buybacks and unscheduled operations.
Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
Q: Where are we in the current liquidity cycle and what does that imply for Bitcoin?
Liquidity has peaked in its rate of change, signaling a downturn ahead; Bitcoin and other crypto assets are likely to underperform until liquidity begins to reaccelerate, but they remain long-term beneficiaries of the overall debt and monetary expansion regime.
Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
Q: Why focus so much on liquidity rather than traditional economics?
Because liquidity is the primary driver of money flows, which in turn determines where asset prices and economic activity go; traditional textbooks often misstate the relationship, whereas markets reveal the true sequencing of money through the financial system into the real economy.

Audience Metrics

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Frequently Asked Questions About What Bitcoin Did

What is What Bitcoin Did about and what kind of topics does it cover?

Listeners tend to seek a rigorous, macro‑driven take on Bitcoin and related technologies, with frequent forays into policy, regulation, and the broader financial system. Episodes balance deep-dive technical topics (self‑custody, liquidity, Bitcoin as money) with big‑picture discussions on AI, macro cycles, and regulatory risk, often featuring prominent industry figures and researchers. The show stands out for its structured debates, data‑driven narratives, and practical sponsor integrations that align with professional investors, builders, and policy-minded audiences who want actionable insights alongside thoughtful commentary on long‑term adoption and governance.

Noteworthy is a pattern of mixing technical security discussions (eg, self‑c... more

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Which podcasts are similar to What Bitcoin Did?

These podcasts share a similar audience with What Bitcoin Did:

1. Coin Stories with Natalie Brunell
2. TFTC: A Bitcoin Podcast
3. THE Bitcoin Podcast
4. The Jack Mallers Show
5. Swan Signal Live - A Bitcoin Show

How many episodes of What Bitcoin Did are there?

What Bitcoin Did launched 7 years ago and published 207 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on What Bitcoin Did?

Recent guests on What Bitcoin Did include:

1. Lyn Alden
2. Nick Bhatia
3. Joe Carlasare
4. Lloyd Fournier
5. Nick Farrow
6. Mauricio Di Bartolomeo
7. John Haar
8. Michael Howell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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