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Stephan Livera Podcast

Stephan Livera
Stephan Livera Podcast
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  • Bitcoin vs Gold: The Future of Monetary Assets with Vijay Boyapati | SLP654
    Stephan & Vijay discuss the current state of Bitcoin, its market cycle, and its comparison with gold. They explore the implications of geopolitical factors on gold and Bitcoin, the rise of Bitcoin treasury companies, and the evolving liquidity channels in the market. The discussion also touches on speculation in Bitcoin and how it contributes to its growth, while emphasizing the importance of understanding the underlying economic theories. They also explore the evolving landscape of Bitcoin, the implications of MNAV (Market Net Asset Value) in the context of Bitcoin companies, and the transformative potential of AI on the economy. AI could lead to hyperabundance, affecting various sectors and potentially changing the role of money. The conversation also touches on the risks posed by quantum computing to Bitcoin's security and the need for proactive measures in the Bitcoin community.Takeaways🔸We're still early in this cycle.🔸Understanding causality in economics is crucial.🔸Bitcoin is decorrelating from the stock market and coupling with gold.🔸Gold is part of a larger macroeconomic story.🔸Bitcoin is better than gold in many aspects.🔸Liquidity channels to Bitcoin are larger than ever before.🔸Speculation around Bitcoin can be beneficial for its growth.🔸Degenerate gambling in Bitcoin can enhance its liquidity.🔸The FOMO moment for Bitcoin could lead to significant price increases.🔸We're currently in the third inning of the Bitcoin bull market. Bitcoin is evolving as a monetary asset.🔸MNAV dynamics will fluctuate with market cycles.🔸AI could revolutionize productivity and economic structures.🔸Hyperabundance may lead to deflationary pressures.🔸Debt may become less of an issue in an AI-driven economy.🔸AI's impact on knowledge work will be profound.🔸The future of work will involve significant job displacement.🔸Quantum computing poses a real threat to Bitcoin's security.🔸Individuals may soon replicate corporate Bitcoin strategies.🔸The rapid advancement of AI is reshaping various industries.Timestamps:(00:00) - Intro(01:44) - Where are we currently in the Bitcoin cycle? (06:47) - Bitcoin’s correlation with Gold(09:52) - The breaking down of Bretton Woods system(12:35) - Will Gold outperform the debasement of the dollar?; The Bitcoin story(16:27) - Sponsors (18:57) - Will Bitcoin drain capital out of other assets?(24:53) - The rise of Bitcoin ETFs & Treasury Companies(34:33) - Are Bitcoin Treasury companies the new levered bitcoin play?(39:56) - The significance of mNAV in Leveraged Bitcoin Equities (49:39) - How will the rise of AI impact society? (59:27) - Sponsors(1:01:15) - AI rewriting the future socio-economic structures; Will Bitcoin be the currency of AI?(1:14:01) - Quantum Computing & Bitcoin's future risksLinks: https://x.com/real_vijay Sponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
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  • Bitcoin Oasis 2025 | SLP653
    At Bitcoin Oasis 2025, we discussed Bitcoin tools & innovation, bitcoin cycles, financialization of bitcoin, adoption in the MENA region and India’s first bitcoin treasury company.Timestamps:(00:00) - Intro(00:57) - Preston Pysh(12:47) - Sponsors(15:03) - Sooly Kobayashi(21:49) - Max Hillebrand(28:46) - Sponsors(29:43) - Siddarth Bharwani(40:07) - Lara EggimanLinks: https://bitcoin-oasis.com/ https://x.com/BTCArabiaLtd https://x.com/PrestonPyshhttps://primal.net/sooly  https://primal.net/p/nprofile1qqst0mtgkp3du662ztj3l4fgts0purksu5fgek5n4vgmg9gt2hkn9lqv6g2cl https://x.com/sidbharwani https://x.com/SwissAlice1 Sponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
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  • Can you retire on bitcoin? with Gilded Pleb | SLP652
    Stephan & Gilded Pleb, a developer who created StackMath, a financial calculator for Bitcoin, discuss Gilded's personal journey with Bitcoin, its potential impact on homelessness, and the importance of understanding financial models for retirement planning. Gilded explains how traditional financial calculators often fail to account for the volatility of Bitcoin and introduces the Monte Carlo simulation as a more effective tool for predicting financial outcomes. The conversation also touches on inflation, retirement strategies, and the significance of model selection in financial planning. They also explore the emerging role of Bitcoin treasury companies and how they can provide access to fiat leverage, while also emphasizing the importance of self-custody. The discussion shifts to risk management strategies, including the allocation of portfolios between Bitcoin and high-risk investments. Takeaways🔸Gilded Pleb shares his personal journey with Bitcoin and homelessness.🔸Bitcoin can alleviate some of the pressures causing homelessness.🔸Traditional financial calculators often fail to account for Bitcoin's volatility.🔸Monte Carlo simulations provide a better model for financial predictions.🔸The 4% rule is a heuristic for retirement planning.🔸Inflation rates can significantly impact financial planning.🔸StackMath allows users to run their own financial simulations.🔸Understanding the range of Bitcoin's price is crucial for planning.🔸DCA (Dollar-Cost Averaging) can be a reasonable strategy for retirement.🔸Nation states could be the next major buyers of Bitcoin. Debt is complicated, especially when collateralizing Bitcoin.🔸Being in debt can feel antithetical to the Bitcoin ethos.🔸Bitcoin allows for personal sovereignty and mobility.🔸Many Bitcoin treasury companies operate on fiat IOUs.🔸The fundamental nature of Bitcoin offers unique advantages.🔸A 90-10 portfolio strategy can balance risk and security.🔸Access to fiat leverage can enhance Bitcoin investments.🔸Volatility in Bitcoin may decrease as it matures.🔸Investment strategies should consider individual risk tolerance.🔸Exploration and education are key in navigating Bitcoin investments.Timestamps:(00:00) - Intro(01:00) - Who is Gilded Pleb?; Navigating homelessness & finding Bitcoin(05:34) - What is StackMath?; The importance of Monte Carlo simulation(13:16) - Inflation & financial planning (17:11) - What are the key strategies for retiring on Bitcoin?(21:32) - Sponsors(24:48) - Model selection & Predictions for Bitcoin(28:20) - Should you borrow against your Bitcoin stack?(33:46) - The role of Bitcoin Treasury Companies(36:23) - How can one manage risks in Bitcoin investments?(38:11) - Sponsors(39:15) - Navigating Bitcoin volatility with Bitcoin Treasury Companies(46:44) - Can Bitcoin Treasury Companies be modelled? (52:53) - Closing thoughtsLinks: https://x.com/gildedpleb https://stackmath.xyz/ Sponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
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  • Fedimint 0.7 - eCash, Iroh, LNURL and easy setup with Eric & Joschi | SLP651
    In this episode, Stephan discusses the latest updates on Fedimint with its founders Eric Sirion and Joschi. They delve into the concept of eCash, its significance in the Bitcoin ecosystem, and the differences between Fedimint and other systems like Cashu. The conversation highlights the real-world applications of Fedimint, recent updates including version 0.7, and the introduction of IROH, which simplifies the setup process. They also explore the importance of client agnosticism, the integration of LN URL and BOLT 12 for enhanced user experience, and the role of Lightning Gateways in facilitating transactions. The conversation also dives into the intricacies of Fedimint - a decentralized solution for Bitcoin custody and management. The speakers discuss the roles of clients and guardians, the ease of setting up a Fedimint, and the future of community adoption. They explore the comparative advantages of Fedimint over other Bitcoin solutions, including Liquid and custodial wallets, emphasizing the importance of privacy, trust, and decentralization in the Bitcoin ecosystem. Takeaways🔸Fedimint is a decentralized eCash system that enhances privacy.🔸eCash allows users to transact without revealing their identity.🔸The multi-sig approach in Fedimint increases security and resilience.🔸Fedi is a commercial entity that builds on the Fedimint protocol.🔸Fedimint enables community custody of Bitcoin, fostering local economies.🔸Version 0.7 of Fedimint introduces new features like recurring payments.🔸IROH simplifies the setup process for Fedimint, making it more accessible.🔸Client agnosticism allows for flexibility in integrating with various applications.🔸LNURL facilitates recurring payments, improving user experience.🔸Lightning Gateways provide efficient transaction processing for users. Clients can choose from multiple gateways for redundancy.🔸Guardians manage the server, while clients handle complexity.🔸Setting up a Fedimint is simplified for users.🔸Community adoption requires a certain density of Bitcoin use.🔸Federations will vary in size, with some becoming quite large.🔸Privacy and trust are key factors in choosing a federation.🔸Self-custodial solutions are seen as the gold standard.🔸Custodial solutions may pose systemic risks to Bitcoin.🔸Decentralization of custody is crucial for Bitcoin's future.🔸Government regulations can impact Bitcoin adoption significantly.Timestamps:(00:00) - Intro(00:49) - Who are Eric & Joschi?(02:57) - What is eCash? What is its role in Bitcoin?(04:09) - What is the difference between Fedimint & Cashu?(06:11) - Fedi vs. Fedimint - what are they? (08:50) - Real world applications of Fedimint (12:53) - What is Iroh? (17:08) - How does Iroh work? (Technical insights & functionality)(18:50) - Sponsors(31:17) - Enhancing UX with LNURL & Bolt12(35:07) - What is the role of Lightning gateways in Fedimint?(40:18) - Simplifying Guardian setup and management(44:29) - The future of Fedimint & community adoption; Federation sizes & distribution(48:46) - Privacy and Trust in Federations(50:18) - Sponsors(51:18) - Comparative analysis of Bitcoin custody solutions(59:39) - Fedimint Vs Liquid Federation(1:04:20) - Will nation states choose an eCash-type solution?(1:05:38) - Thoughts on Bitcoin custody amidst growing global adoption(1:07:54) - ‘Single Binary’ update in Fedimint(1:12:23) - Closing thoughts Links: https://x.com/EricSirion https://x.com/joschisanbtc https://x.com/fedimint/status/1912173279239897133 Sponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
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  • From Cypherpunks to Corporates with Matyas Kuchar | SLP650
    In this episode, Stephan Livera speaks with Matyas Kuchar about the evolving landscape of Bitcoin, particularly focusing on the BTC Prague conference and the changing demographics of Bitcoin enthusiasts. They discuss the shift in sentiment towards Bitcoin, the importance of education in fostering self-sovereignty, and the role of corporate strategies in Bitcoin treasury management. The conversation also touches on the Czech Republic's unique position in the Bitcoin ecosystem and the upcoming BTC Prague conference, which aims to unite the Bitcoin community and promote individual empowerment.Takeaways🔸BTC Prague reflects the changing sentiment of Bitcoin.🔸The new wave of Bitcoiners is more mainstream and diverse.🔸Education is crucial for newcomers to understand Bitcoin's values.🔸Self-sovereignty is a key principle of Bitcoin.🔸Czech Republic is becoming a hub for Bitcoin innovation.🔸The Bitcoin community is welcoming and supportive.🔸Corporate strategies for Bitcoin treasury are evolving.🔸The year 2025 is seen as pivotal for Bitcoin adoption.🔸Conferences like BTC Prague foster connections and learning.🔸Individuals can leverage Bitcoin in their existing jobs.Timestamps:(00:00) - Intro(01:03) - What’s new with BTC Prague?(03:33) - The evolution of Bitcoin adoption(06:34) - The changing demographics of Bitcoin enthusiasts (11:21) - Choosing self sovereignty over ETFs(14:02) - What is the role of education in Bitcoin adoption?(17:16) - Today’s Bitcoiners will be tomorrow’s leaders(19:08) - Sponsors (21:29) - Bitcoin treasury management & evolving corporate strategies (23:54) - Choosing between a fiat job & a bitcoin job(24:48) - How is Bitcoin adoption shaping in the Czech Republic?(32:03) - Sponsors(34:35) - Will the central bankers understand Bitcoin?(41:31) - What to expect at BTC Prague 2025?Links: https://x.com/Matyas44Cook https://x.com/btcprague https://x.com/chaincampcz Sponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
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Join Stephan as he interviews the sharpest economic and technical minds in Bitcoin & Austrian Economics to help you understand how money is changing and evolving. Leading names in the world of Bitcoin join the show to share their insights, whether they are developers, CEOs, economists, authors, analysts and more.
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