Shows
Navigating Bitcoin's NoiseEP62 The Power Laws of Bitcoin - The Core and Bubbles with Stephen PerrenodWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by a former astrophysicist turned Bitcoiner, Stephen Perrenod. In this episode, Stephen walks through the math behind Bitcoin’s power law and shares his views on the emergence of the world’s first money backed by energy. If you’re tired of hype and unreliable price predictions but want to understand Bitcoin from a first-principles lens, this episode is for you. So, sit back...2025-07-121h 48
Navigating Bitcoin's NoiseEP61-Bitcoin, Liquidity, and the Power Curve with Matthew MežinskisWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow investor, macro thinker, and data modeler Matthew Mežinskis. In this episode, I talk with Matthew about how Bitcoin may follow a power law curve — not just in price, but in adoption and global liquidity impact. We dive into the models behind exponential vs. proportional growth. Plus, we explore what global liquidity really means and how investors can position themselves for what’s comi...2025-06-231h 37
The Bitcoin LayerThe Financial War Has Begun: Bitcoin, Stablecoins & the End of EurodollarsIn this episode, Nik is joined by Kane McGukin, a traditional wealth manager and longtime Bitcoin writer. They break down the global financial war unfolding through treasuries, stablecoins, and Bitcoin. From the collapse of Eurodollar dominance to the rise of SOFR and secured collateral systems, the U.S. is reshaping liquidity—and weaponizing financial plumbing to defend its position. Kane explains how Bitcoin fits into this new system as a reserve asset, how stablecoins function as Eurodollar 2.0, and why treasuries and gold are being repositioned for strategic leverage. The rules of global money are changing—and this conversation maps the...2025-05-2452 min
Navigating Bitcoin's NoiseEP60 The Art of Bitcoin Price Discovery with Simple SteveWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by artist, builder, and Bitcoin thinker, Simple Steve.In this episode, I talk with Steve about his project UTXO Oracle and the deeper implications of price discovery in Bitcoin. We explore why exchange-based pricing is fundamentally flawed, how Bitcoin offers a more transparent and decentralized alternative, and what it means to truly see price emerge from the network itself.Steve shares how his visual...2025-05-191h 01
Navigating Bitcoin's NoiseEP59 - Bitcoin, Power Law, and the Value of Systems with SinaWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by Sina from 21st Capital.In this episode, we dive into the power law dynamics driving Bitcoin’s growth and the critical inflection points ahead. I sit down with Sina from 21st Capital to explore why Bitcoin’s network behaves like a black hole for monetary value, how power laws explain acceleration and collapse, and why innovation beyond "store of value" is essential for Bitcoin’s future. We...2025-04-121h 09
Onramp Bitcoin MediaThe Next Bretton Woods Is Here | Inflation, Bitcoin, and the Global ResetScarce Assets // Jackson Mikalic on X // Kane McGukin on X // The Mesh PointScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.00:00-Introduction to Kane McGukin06:18-Understanding Market Dynamics...2025-04-091h 03
The Nyc and Griff ShowS3E29 - The US Sh!tcoin ReserveOn this episode of The Nyc & Griff Show, we get a live update from Trump that the US is moving forward in becoming the sh!tcoin capital of the world. Thoughts from Kane McGukin as paraphrased by Lawrence Lepard in his new book ‘The Big Print’ point to the concept that these degenerative actions are only a product of the breakdown of faith over time. A prior guest of ours, Jared Michaud, also explained how everything is downline of our faith and/or belief systems. Bitcoin is the economic base in this world as we understand it today - all...2025-03-0341 min
Navigating Bitcoin's NoiseEP58_Hard Money Talks - The Big Print & Breaking the Fiat Illusion with Lawrence LepardWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow investor, Bitcoiner, and soon to be author Lawrence Lepard. In this episode, I talk with Larry about his upcoming book, The Big Print. We dive into his motivation for sharing the story of sound money, the importance of truth in financial assets, and how he believes Bitcoin offers a solution to our shared view of a broken monetary system. Plus, we explore how these i...2025-01-3147 min
Navigating Bitcoin's NoiseEP57 Long-term Thinking in a Bitcoin World with Morgen RochardWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow financial advisor Morgen Rochard. In this episode, we dive into Bitcoin’s role in traditional portfolios, the importance of balancing long-term and short-term investment perspectives, and how the principles of faith shape both Bitcoin and our relationship with money. If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So...2025-01-0842 min
Navigating Bitcoin's NoiseEP56 Integrating Bitcoin Into Day-to-Day Finance with Brian HarringtonWelcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing using Bitcoin in conjunction with the traditional ACH network with Brian Harrington of Fold.In our conversation, we discussed the advantage of having access to Bitcoin and dollars side by side. Allowing users to enjoy the benefits of Bitcoin and the ease of paying for everyday life with dollars. If you want to better understand Bitcoin’s past and future pot...2024-10-2158 min
Navigating Bitcoin's NoiseEP55 - Multisig Setup with SvrgntyWelcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing Multisig with Svrgnty.In our conversation, we discussed the value and security of a multisig setup and how it can be done at the individual level.If you’re looking to better understand Bitcoin’s past and future potential as an economic network, this is the episode for you. So, sit back, relax, and let’s dive in. Ka...2024-09-0440 min
Navigating Bitcoin's NoiseEP54: Discussing DeFi, Staking, and Venture Capitalists interest in Crypto with Riley EdmundsWelcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have Riley Edmunds, co-founder of Stride Labs.In our conversation, we discuss Riley’s time at Bridgewater Associates, DeFi protocols, the choices and tradeoffs staking creates, and why Venture Capitalists find comfort in these models. Additionally, we discuss how regulation could help provide clarity for this part of the marketIf you’re looking to gain a better understanding of Bitcoin’s past, and it...2024-02-2344 min
Bitcoin Bites - YouTube SummariesKane McGukin | Bitcoin on the Geopolitical ChessboardMarty sits down with Kane McGukin to discuss the changing geopolitical landscape.Kane on Twitter: https://twitter.com/kanemcgukin0:00 - Intro2:37 - Kane’s background4:00 - China’s geopolitical standing25:10 - Hyperconnected world changes things30:30 - Transitional state35:58 - Messianic money39:08 - Weaponized dollar46:04 - What should America do?51:40 - Teaching values and skills1:03:07 - Propaganda and tinfoil1:08:09 - Optimism1:14:59 - Wrapping upShoutout to our sponsors:Riverhttps://river.com/tftcUnchainedhttps://unchained.com/concierge/Crow...2024-01-2904 minHigher Signal: Get Smarter. Faster.Kane McGukin | Bitcoin on the Geopolitical ChessboardMarty sits down with Kane McGukin to discuss the changing geopolitical landscape.Kane on Twitter: https://twitter.com/kanemcgukin0:00 - Intro2:37 - Kane’s background4:00 - China’s geopolitical standing25:10 - Hyperconnected world changes things30:30 - Transitional state35:58 - Messianic money39:08 - Weaponized dollar46:04 - What should America do?51:40 - Teaching values and skills1:03:07 - Propaganda and tinfoil1:08:09 - Optimism1:14:59 - Wrapping upShoutout to our sponsors:Riverhttps://river.com/tftcUnchainedhttps://unchained.com/concierge/Crow...2024-01-2904 min
Navigating Bitcoin's NoiseEP53 Bitcoin Valuation Tools: the Kelly Criteria and MetCalfe's Law with Timothy PetersonWelcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have a fascinating conversation with Timothy Peterson, founder of Cane Island Digital Research.In our conversation we dissect the upside and downside of Bitcoin, explore the Kelly Criteria, and the secrets behind real wealth. Additionally, we delve into the application of MetCalfe's Law as a Bitcoin valuation tool and we discuss the influential power of large networks. If you’re looking to gain a...2024-01-171h 05
Navigating Bitcoin's NoiseEP52 Bitcoin Monthly Update: 2023 Review and 2024 Outlook with Trey SellersWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today is a monthly Bitcoin update with Trey Sellers from Unchained. In this month's brief, we discuss the fundamental keys from this past year and we cover Bitcoin’s 2024 outlook.If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive...2023-12-1225 min
TFTC: A Bitcoin Podcast#466: Bitcoin on the Geopolitical Chessboard with Kane McGukinMarty sits down with Kane McGukin to discuss the changing geopolitical landscape.
Kane on Twitter: https://twitter.com/kanemcgukin
0:00 - Intro
5:29 - Kane’s background
9:26 - China’s geopolitical standing
28:01 - Hyperconnected world changes things
33:22 - Transitional state
38:50 - Messianic money
42:00 - Weaponized dollar
48:56 - What should America do?
54:31 - Teaching values and skills
1:05:58 - Propaganda and tinfoil
1:11:01 - Optimism
1:17:50 - Wrapping up
Shoutout to our sponsors:
River
ht...2023-12-111h 19
Navigating Bitcoin's NoiseEP51 Decoding Bitcoin's Rise: Exploring a Bitcoin Valuation Metric and Its Growth Pattern.mp3Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have special guest, Jogi for an update on Bitcoin’s adoption curve.In this episode, we explore Jogi's Bitcoin Price to Trend metric, a valuation tool for Bitcoin. We delve into Bitcoin's exponential growth and its correlation with statistics power law. Additionally, Jogi draws parallels between Bitcoin's doubling pattern and his past experience with bacteria growth.If you’re looking...2023-11-1037 min
Navigating Bitcoin's NoiseEP50 Bitcoin Monthly Roundup with Trey Sellers: Unraveling FASB's Accounting UpdateWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained. In this episode, we dive deep into the recent Financial Standard Board’s (FASB) accounting update for Bitcoin held on the balance sheet. With this ruling, Bitcoin can be accounted for in a similar manner to other assets. Additionally, we get an update from Trey on current Bitcoin hashrate.If you’re looking to gain...2023-10-1026 min
Navigating Bitcoin's NoiseEP49 Bitcoin Unveiled: The intersection of Money, Politics, and Banking with Eric YakesWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have a special guest, Eric Yakes, author of The 7th Property.In this episode, we dive deep into the intriguing intersection of Bitcoin, banking, and politics as we try to unravel the potential value Bitcoin holds for the future. We explore options for a more independent monetary system that offers greater financial freedom and choice, with less government control.In t...2023-09-2550 min
Navigating Bitcoin's NoiseEP48 Base Layer Technology and Bitcoin Mining Foundations Unveiled with Bob BurnettWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have special guest, CEO of Barefoot Mining, Bob Burnett.In this episode, we draw intriguing parallels between the early stages of base layer innovations like Bitcoin and the advent of computers. Bob sheds light on the intricacies of being a public company and shares valuable insights into the challenges public miners may encounter. Additionally, we steer our discussion towards block space and...2023-08-251h 15
Navigating Bitcoin's NoiseEP47 Bitcoin Monthly Roundup with Trey Sellers - Bitcoin ETFs, Trust, Supply and Hodl WavesWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.In this monthly update, we discuss the flurry of ETF filings led by Blackrock, Coinbase’s role as the surveillance arm, and the potential impact of locking up Bitcoin in Trusts and ETFs. We also get an update on HODL Waves, how this bear market compares to the typical, and TD Ameritrade’s report and positive words on Bitcoin.If you’re looking to gain a better understanding of Bitcoin’s past, an...2023-08-1042 min
Navigating Bitcoin's NoiseEP46 Unraveling Bitcoin's Enigma - Beyond the Hype and Hurdles with Aleksandar SvetskiWelcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin. I’m your host Kane McGukin and today I’m joined by Bitcoin speaker and entrepreneur Aleksandar Svetski. In this episode, we dive into appreciating that Bitcoin is bigger than we realize meaning that adoption likely takes longer than we think. We also discuss the psychology of winning the Bitcoin game, the maturation of Bitcoin’s ecosystem, and Aleksander’s Bitcoin Times which is an annual collection of Bitcoin essays. If you’re looking to gain a better understandin...2023-07-3155 min
Navigating Bitcoin's NoiseEP45 Unlocking Scarce Money - Exploring Protocols & Standards w/ Jesse Myers from Onramp BitcoinWelcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin.I’m your host Kane McGukin and today I’m joined by Jesse Myers, COO at Onramp Bitcoin. In this episode, we dive deep into the lessons free market money and gold can teach us about Bitcoin, the importance of protocols for creating standards and rules for delivering value and the power of scarcity.If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episod...2023-07-0751 min
Navigating Bitcoin's NoiseEP44 Bitcoin June Monthly Roundup with Trey SellersWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host Kane McGukin and today is our monthly roundup of all things Bitcoin with Trey Sellers from Unchained. In these episodes we dive deep into the ever-evolving world of Bitcoin and cover the most crucial topics that you need to know. We’ll discuss the US Debt situation, SEC lawsuits against Binance and Coinbase, plus we couldn't leave you hanging without discussing the bull and bear case for Bitcoin as it...2023-06-2056 min
Navigating Bitcoin's NoiseEP43 Ryan DeMattia - Derivatives, Arbitrage, and Leverage in Bitcoin and Crypto MarketsWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.Today on the show I have Ryan DeMattia from Coindex Capital and we’ll be discussing, arbitrage, leverage, and the risks related to overcollateralization in Bitcoin and crypto markets.Alright, enjoy the show!Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comRyan DeMattiaTwitter: https://twitter.com/ryandematCoindex Capital2023-05-311h 05
Navigating Bitcoin's NoiseEP42 Bitcoin Fundamentals with Trey Sellers from UnchainedWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained. In this episode, we look to start a monthly series where we talk selectively about the few things that matter. This month we look a the fundamental drivers of Bitcoin. The few things we keep on the radar to give us better insight as to the growth and adoption of Bitcoin. If you’...2023-05-0539 min
Navigating Bitcoin's NoiseEP41_P2_GuySwann: Nostr, Bitcoin and Taking 2 Steps Forward, 1 Step BackWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who’s read more about Bitcoin than anyone else.In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that i...2023-04-2445 minNavigating Bitcoin's NoiseEP41_P1_GuySwann: Nostr, Bitcoin and Taking 2 Steps Forward, 1 Step BackWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who’s read more about Bitcoin than anyone else.In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that i...2023-04-2443 min
Navigating Bitcoin's NoiseEP40 Trent Dudenhoffer - Bitcoin Planning and the Future Financial AdvisorWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and in this episode, we have a special guest, Trent Dudenhoeffer, a Bitcoiner and Financial Planner at Watchdog Capital. Today, Trent will share the importance of having your own keys and how to protect and manage your seed phrase in the event something were to happen to you. He will discuss his views on the future role of financial advisors as Bitcoin adoption continues, and...2023-03-3155 min
Navigating Bitcoin's NoiseEP39_Part2_Peruvian Bull and The Dollar EndgameWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.Today he’ll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks...2023-03-1740 minNavigating Bitcoin's NoiseEP39_Part1_ PeruvianBull and The Dollar EndgameWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I’m your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.Today he’ll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks...2023-03-1730 min
Navigating Bitcoin's NoiseEP38: Joe Consorti on Cross Asset Correlations, Bitcoin Trading as Risk, and the Macro EnvironmentWelcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin. I’m your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer. Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into the impact of Bitcoin’s small liquidity profile and how that translates to its heavy correlation with equities. But that’s not all...2023-02-2159 min
Navigating Bitcoin's NoiseEP37: Namcios from Bitcoin Magazine on Self-Custody, Wallets, and Brazil's Bitcoin BillIn this episode of Navigating Bitcoin’s Noise, I am joined by Namcios who is a writer and reporter for Bitcoin Magazine. In our conversation, we unwrap Bitcoin basics, wallets, exchanges, and self-custody. We discuss the trade-off between security and convenience that comes with storing Bitcoin. Additionally, we discuss the recent Brazilian Bitcoin Bill that was fast tracked because of the FTX fallout.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in. Kane McGukinTwitter: https://twitter.com/kanemcgukin k...2023-01-3145 min
Navigating Bitcoin's NoiseEP36_Bobby Shell - Voltage's Lightning Infrastructure For BusinessesIn this episode of Navigating Bitcoin’s Noise, Bobby Shell from Voltage shares his views on the opportunity of providing Lightning infrastructure to businesses to further the adoption of Bitcoin. Bobby and I discuss the value of understanding our relationship with money, his entrepreneurial background, and the case for business owners holding Bitcoin on the balance sheet.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comBobby Shell2023-01-0640 min
Navigating Bitcoin's NoiseEP35.P2 Mark Moss - Crypto Scams, Bitcoin as a Banking Bridge, and The UnCommunist ManifestoIn this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power...2022-12-1230 minNavigating Bitcoin's NoiseEP35.P1 Mark Moss - Crypto Scams, Bitcoin as a Banking Bridge, and The UnCommunist ManifestoIn this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms like SBF’s to launch crypto scams and create Ponzi pools of capital.Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power...2022-12-1235 min
Navigating Bitcoin's NoiseEP34_Timothy Peterson Comparing Bear Markets, Recession Data, and Bretton Woods 2.0 with BitcoinIn this episode of Navigating Bitcoin’s Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts. One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rate...2022-12-0155 min
Navigating Bitcoin's Noise33.P2.Pablo Fernandez_The Fundamentals Of The Lightning NetworkIn this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitte...2022-11-1539 minNavigating Bitcoin's Noise33.P1.Pablo Fernandez_The Fundamentals of The Lightning NetworkIn this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitte...2022-11-1533 min
Navigating Bitcoin's Noise32.P2.David Foley of EMA - Leverage - Bitcoin's CDO^2 MomentIn this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.If you’re looking to better understand bitcoin’s past and its future potential as an economic...2022-10-0541 minNavigating Bitcoin's Noise32.P1.David Foley of EMA - Leverage - Bitcoin's CDO^2 MomentIn this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.If you’re looking to better understand bitcoin’s past and its future potential as an economic...2022-10-0535 min
Navigating Bitcoin's NoiseEP31-P2 - Sam Callahan Of Swan Bitcoin on Central Banks and The BIS View on Bitcoin and CryptoIn this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem. The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam an...2022-09-0932 minNavigating Bitcoin's NoiseEP31-P1- Sam Callahan Of Swan Bitcoin on Central Banks and The BIS View on Bitcoin and CryptoIn this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem. The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam an...2022-09-0928 min
Navigating Bitcoin's NoiseEP30_Jogi_The Exponential Growth And Distribution Curve of BitcoinIn this episode of Navigating Bitcoin’s Noise, I am joined by Jogi to discuss a viral Twitter post where he depicted Bitcoin’s adoption price based on its adoption curve. In our discussion, we talk about the importance of understanding s-curves and how new technologies are adopted at an exponential rate and in a non-linear fashion. We talk about regressions and how they can help us figure out where we are today relative to past adoption rates. Additionally, we cover the importance of the average buyer, what price miners have to sell at, and how to justify owning the alte...2022-08-1943 min
Navigating Bitcoin's NoiseEP29(Part2)James Lavish On Institutional Appetite For Bitcoin, Shorting BTC, Yields, And RecessionIn this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small co...2022-08-0540 minNavigating Bitcoin's NoiseEP29(Part1)James Lavish On Institutional Appetite For Bitcoin, Shorting BTC, Yields, And RecessionIn this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small co...2022-08-0536 min
Navigating Bitcoin's NoiseEP28_Part 2_Epsilon Theory's Ben Hunt - On Wall Street, And Why Washington Isn't Out to Ban BitcoinIn this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves. If you’re looking to better...2022-07-2225 minNavigating Bitcoin's NoiseEP28_Part 1_Epsilon Theory's Ben Hunt - On Wall Street, And Why Washington Isn't Out to Ban BitcoinIn this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves. If you’re looking to better...2022-07-2228 min
Navigating Bitcoin's NoiseEP27_Jeff Ross - The Macro View - Bitcoin's Future Potential As A Major Asset ClassIn this episode of Navigating Bitcoin’s Noise, I am joined by Jeff Ross of Vailshire Capital to discuss the macro drivers of our current markets. In our discussion, we cover Jeff’s value tilted view and what role Bitcoin might play in the economy going forward. Jeff shares his view of Bitcoin as money and its future potential as a major asset class. We dig in on Jeff’s economic outlook on the changing financial landscape due to inflation, potential stagflation, leverage, and how Bitcoin fits into the challenges within the broader macroeconomic system. Kane McGuki...2022-07-1552 min
Navigating Bitcoin's NoiseEP26 (Part 2) - Checkmate From Glassnode - An Engineer's Approach To Bitcoin On-Chain Data SignalsIn this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.If yo...2022-07-0837 minNavigating Bitcoin's NoiseEP26 (Part 1) - Checkmate From Glassnode - An Engineer's Approach To Bitcoin On-Chain Data SignalsIn this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.If yo...2022-07-0831 min
Navigating Bitcoin's NoiseEP25_Part 2 - Mark Jeftovic on Bitcoin's role in the decentralization of the InternetIn this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies. If you’re looking to better understand bitcoin’s past and its futu...2022-06-2424 minNavigating Bitcoin's NoiseEP25_Part 1 - Mark Jeftovic Bitcoin's role in the decentralization of the InternetIn this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies. If you’re looking to better understand bitcoin’s past and its futu...2022-06-2436 min
Navigating Bitcoin's NoiseEP24_Blockware Solutions' Joe Burnett On Institutional Interest In Bitcoin MiningIn this episode of Navigating Bitcoin's Noise, I am joined by Joe Burnett who is an analyst with Blockware Solutions. In our discussion, we cover Bitcoin's mining properties, its volatility, and how that leads to an endless number of investors going down the rabbit hole for the first time. We also discuss Bitcoin's hashrate, institutional mining operations, and the cash flow potential of Bitcoin mining. We look into why hedge funds and other institutional players see mining as a means to creating a mathematically defined set of cash flows on an asset that otherwise doesn't naturally offer this...2022-06-0332 min
Navigating Bitcoin's NoiseEP23_Andy Edstrom - An Advisor's View of Bitcoin As The Amazon Of The Modern Wealth Management PortfolioIn this episode of Navigating Bitcoin’s Noise, I am joined by Andy Edstrom a financial advisor and author of Why Buy Bitcoin. In our discussion, we cover the efforts it takes to get Bitcoin added as a position in the modern portfolio, how clients react to Bitcoin’s volatility, and we cover the recent Presidential Executive Order on Digital Assets.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: @kanemcgukinSubstack: https://kanemcgukin.substack.com/Lin...2022-05-0552 min
Navigating Bitcoin's NoiseEP22_Timothy_Peterson_Part2_Metcalfe's Law tells you how networks grow. It's users squaredIn this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money. If you’re looking to better understand bitcoin’s past and its future potential as an economic network, t...2022-04-2238 minNavigating Bitcoin's NoiseEP22_Timothy_Peterson_Part1_Metcalfe's Law tells you how networks grow. It's users squaredIn this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money. If you’re looking to better understand bitcoin’s past and its future potential as an economic network, t...2022-04-2241 min
Bitcoin Made Simple PodcastBTC Conference Day 2 - Jack Mallers AnnouncementRoundtable discussion with Cory, Luke, Drew MacMartin, and Kane McGukin reacting to the Jack Mallers announcement at Bitcoin 22.
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Now live on MOVIES PLUS are the documentaries "Bitcoin FUD", "Bitcoin: The End of Money as We Know It", and "Cryptopia: Bitcoin, Blockchains and the Future of the Internet." Watch them all, ad free, with your Movies P...2022-04-0841 min
Navigating Bitcoin's NoiseEP21_SawyerMiller_The beauty of Mining Bitcoin at home and its unexpected pleasant surpriseIn this episode of Navigating Bitcoin’s Noise, I am joined by Sawyer Miller. Sawyer is a tenured software executive that decided to journey into at home Bitcoin mining in his spare time. In this episode we discuss the process, pain points, learning, and joy that goes into setting up your own Bitcoin mining rig at home. Stay tuned until the end to find out the unexpected power and surprise of having the ability to mine monetary value.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and...2022-04-0640 min
Navigating Bitcoin's NoiseEP20_Erfan Parvini - The Importance of a Process and Framework in Crypto InvestingIn this episode of Navigating Bitcoin’s Noise, I am joined by Erfan Parvini who is founder of DEPS Capital. Erfan and I discuss how working in the hedge fund industry helped him understand the importance of thinking for himself. From this, he’s learned that success requires a process for building a framework around the sentiment and never-ending narratives in Crypto.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.2022-03-1657 min
Navigating Bitcoin's NoiseEP19_Hassan Boyle - Understanding Purpose, Biblical Principles, and their Connection to BitcoinIn this episode of Navigating Bitcoin’s Noise, I am joined by Hassan Boyle who is a great teacher, truth seeker, and theological expert. Hassan and I discuss the importance of finding purpose, understanding value and the connections between Bitcoin and the principles taught in the Bible.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.https://kanemcgukin.substack.com/Twitter: https://twitter.com/kanemcgukinhttps://www.bibleoptics.org/Facebook: https://www.facebook.com/BibleOptics2022-02-281h 43
Navigating Bitcoin's NoiseEP18_Greg_Foss_The Bitcoin Futures Curve, Potential Spot Price Suppression with Bitcoin Futures and Derivatives, Plus the GBTC TradeIn this episode of Navigating Bitcoin’s Noise, I am joined by Greg Foss, to discuss the impact of derivates and futures on Bitcoin. Greg shares his knowledge of credit trading, the shape of futures curves, and the bleed and costs involved with derivatives. We unravel the impact on Bitcoin spot markets as traditional players adopt Bitcoin futures, futures based products like the ETF BITO, or gain exposure to Bitcoin through the GBTC trust. During our conversation, we discuss the potential for Bitcoin spot price suppression through the use of derivatives and cash settled futures as they are be...2022-01-2830 min
Navigating Bitcoin's NoiseEP17_Lawrence_Lepard_How Traditional Players Use Derivatives, Options, and Leverage to Supress the Price of Gold and BitcoinIn this episode of Navigating Bitcoin's Noise, I am joined by Lawrence Lepard, Managing Partner of Equity Management Associates. Larry shares knowledge from his long-tenured investment career that spans venture capital investing during the early ‘90s boom, investing in gold during the Great Financial Crisis, and his current experience investing in Bitcoin and Bitcoin companies.During Bitcoin’s ascent, it has gained attention as being the 21st century’s version of digital gold. In our discussion, we unpack how governments and financial players have historically used derivatives, options, and other financial tools to suppress the price of gold and so...2022-01-111h 11
Navigating Bitcoin's NoiseEP16_Unchained Capital's Trey Sellers on How to Think About Bitcoin's Value PropositionIn this episode of Navigating Bitcoin's Noise, I am joined by Trey Sellers of Unchained Capital. We discuss what Bitcoin teaches us about what money is, inflation, and trust. Trey explains the importance of managing your own private keys with cold storage, multi-sig, and some of the solutions that Unchained has to help individuals make self custody less complicated.If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.Twitter: @kanemcgukinhttps://kanemcgukin.substack.com/Twitter: @ts_hodlhttps://unchained...2021-12-2458 min
Navigating Bitcoin's NoiseEP15_SuredBits CEO Chris Stewart on Bitcoin Oracles, Bitcoin Derivatives and The Benefit of Transactions Accessing Real World InformationIn this episode of Navigating Bitcoin's Noise, I am joined by Chris Stewart, CEO and Co-Founder of SuredBits. Chris explains how SuredBits is working to build Bitcoin solutions that allow transactions that are contingent upon factual information or real-world events. Chris breaks down how the Bitcoin network and its evolving toolset can improve upon our existing financial system's derivatives markets, our financial infrastructure, and how it can offer solutions in the sports betting marketplace.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.2021-12-1447 min
Navigating Bitcoin's NoiseEP14_Bryan Nonni a Bitcoiner Innovating Payments and Protocols at NCRIn this episode of Navigating Bitcoin's Noise, I am joined by Bryan Nonni who is a software developer and Bitcoiner at NCR. Bryan explains why he believes in Bitcoin and discusses what it’s like to work for a company that seeks to grow through innovation and consistently reskilling its workforce. We also discuss our experience at the recent TabConf, Lightning, and the potential for Decentralized Finance (DeFi) on Bitcoin.If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.Twitter: @kanemcgukink...2021-12-031h 02
Navigating Bitcoin's NoiseEP13_Nik Bhatia - Bitcoin as a Reserve Asset and as an Alternative to Everything Else Which is RiskIn this episode of Navigating Bitcoin's Noise, I am joined by Nik Bhatia, author of Layered Money and editor of The Bitcoin Layer on Substack. Nik explains why he believes Bitcoin is a reserve asset and is an alternative to everything else, which is risk. In the show, we look into what it means to be a fiduciary and how that plays into the Bitcoin story. We also discuss the importance of mass adoption, the rise of Stablecoins, and how the economy is being rebuilt as the Bitcoin network continues to evolve.If you’re looking to better un...2021-11-1159 min
Navigating Bitcoin's NoiseEP12_TXMC_Understanding_On-Chain_Analytics_and_The_Fundamentals_of_BitcoinIn this episode of Navigating Bitcoin's Noise, I am joined by TXMC, On-Chain Analyst at Glassnode. We discuss the value of on-chain data and the uniqueness of being able to analyze the fundamentals that drive sentiment and market participant behavior. In this innovative asset class, with on-chain data, one can see the true supply and demand dynamics of Bitcoin creating opportunities unlike that of traditional markets.If you’re looking to better understand the fundamental drivers in Bitcoin then join us and listen in.Kane McGukin:kanemcgukin.substack.comTwitter: @kanemcgukinTXMC2021-10-2655 min
Navigating Bitcoin's NoiseEP11_David_Lawant_Bitwise_Asset_Mgmt_Researching_Bitcoin_DeFi_and_Crypto_EquitiesIn this episode of Navigating Bitcoin's Noise, I am joined by David Lawant, Director of Research at Bitwise Asset Management. We discuss how David's past experience as a traditional equities analyst translates to researching Bitcoin and other crypto assets. David also shares his thoughts on Bitcoin as digital gold, the rising DeFi space, and some interesting takes on the emerging crypto equity space.If you're looking for a broad understanding of the crypto ecosystem then join us and listen in.Kane Mcgukin: https://kanemcgukin.substack.com/Twitter: @kanemcgukinDavid Lawant:https...2021-10-1354 min
The Business & Pleasure of FlowersAre You Ready for Retirement? Great Advice from Kane McGukin, Wealth Management SpecialistEpisode 094: Is this the right time for you to retire? Sometimes you're emotionally ready, but might not be financially ready to retire. Vonda interviews Kane McGukin, a wealth management specialist, who has knowledge of the flower business. Kane shares great insight, tips and must know info on retirement readiness, whether you plan to retire tomorrow or 5-10 years from now.About Kane McGukinVideos with more information on RetirementOur SponsorsFlower CliqueFC Prep School Sponsored by: Flower CliqueFlower Clique Prep SchoolReal Life Retail F...2021-10-1242 min