The Bitcoin Frontier

• Bitcoin is inevitable, not automatic with Pierre Rochard

  Pierre Rochard is one of the original bitcoin thinkers, builders, and educators — now serving as CEO of The Bitcoin Bond Company. Known for popularizing the term “speculative attack” in the bitcoin space, Pierre has long explored how bitcoin can replace legacy finance from the inside out.In this episode, Pierre joins The Bitcoin Frontier to discuss how banks adopting bitcoin could strengthen global stability, how fractional reserve banking might evolve on a bitcoin standard, and why he believes governments buying bitcoin is inevitable. We dig into the rise of bitcoin treasury companies, the idea behind bitcoin bonds, and whether bitcoin’s decentralization can withstand institutional adoption.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: [email protected] → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcastTIMESTAMPS:0:00 – Intro & bitcoin’s ideological roots in libertarianism3:00 – Why banks holding bitcoin could prevent future financial crises7:20 – Can fractional reserve banking exist on a bitcoin standard?10:50 – MicroStrategy and the rise of bitcoin treasury companies12:40 – Why collapsing banks would be dangerous for society16:00 – Financial intermediation, savings culture, and a soft landing to a bitcoin economy18:00 – “Money for enemies”: Why state adoption isn’t betrayal20:00 – Bitcoin in U.S. and state reserves: From Texas to Trump23:00 – Can governments or corporations co-opt bitcoin?25:00 – What bitcoin bonds are and how the Bitcoin Bond Company works29:30 – Bringing bitcoin into institutional portfolios through structured credit35:00 – Comparing bitcoin bonds to MicroStrategy’s convertibles37:00 – Why treasury companies are undervalued and what investors are missing40:00 – Hyperbitcoinization, speculative attacks, and soft landings45:00 – How adoption is accelerating asymmetrically across nations50:00 – The ETF era: Collaborative custody and the path from convenience to sovereignty55:00 – Have we peaked in self-custody? UX, education, and generational change58:00 – Is bitcoin’s freedom money inevitable — and what are the real threats ahead?1:02:00 – Quantum computing, Satoshi’s coins, and the future of protocol resilience1:03:00 – Where to find Pierre online and closing thoughtsWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained  → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Pierre Rochard’s Twitter: https://x.com/BitcoinPierre  → Timot Lamarre’s Twitter: https://x.com/TimotLamarre 

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• Using AI to Accelerate the Bitcoin Revolution with Marty Bent

  Marty Bent is a bitcoin investor, media founder, and host of TFTC — one of the longest-running bitcoin podcasts. He’s also a managing partner at Ten31, supporting companies building critical bitcoin infrastructure. Marty is uniquely positioned at the intersection of bitcoin, energy, and now artificial intelligence.In this episode, Marty joins The Bitcoin Frontier to share how AI is transforming the bitcoin ecosystem, how his team at TFTC is leveraging it to streamline media production, and how it’s fueling his latest creative projects. We dig into how he built Opportunity Cost, why AI drives decentralization in mining, and how bitcoiners can use these tools to stay ahead of the curve.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS:0:00 – Intro & why bitcoin and AI are converging faster than anyone expected2:00 – Marty’s projects: TFTC, Ten31, and bitcoin mining5:00 – The evolution of TFTC and what the rebrand to “Truth for the Commoner” means8:30 – How the team integrates AI tools across research, writing, and production12:00 – From Perplexity to Claude: learning to use AI as a research assistant15:00 – Automating TFTC’s backend workflows with AI and no-code tools18:00 – Clipping, editing, and distribution: using AI for speed and quality23:00 – Building Opportunity Cost: turning fiat prices into sats in your browser27:00 – Why open-source and privacy-preserving design still matter30:00 – The birth of AI-generated storytelling33:00 – Storyboarding, JSON prompts, and producing viral AI bitcoin videos38:00 – The Trojan horse approach: spreading bitcoin ideas through culture46:00 – Bitcoin and AI’s overlap: how energy demand is driving decentralization50:00 – Paying for compute with bitcoin and why eCash may win55:00 – AI, energy, and the physical limits of growth58:00 – How bitcoin founders are using AI to build faster and cheaper1:00:00 – Practical advice: using AI without compromising your craft or security1:01:30 – Where to follow Marty and watch his latest creationsWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn: / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → Marty Bent’s Twitter: https://x.com/MartyBent → Trey Seller’s Twitter: https://x.com/ts_hodl 

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• The new psychology of a $2T bitcoin market with James Check

  James Check (aka Checkmate) is the co-founder of Checkonchain and one of the leading voices making onchain data accessible for everyday bitcoiners. Known for his ability to turn complex charts into compelling stories, James blends his engineering background with market analysis to help people see human behavior imprinted in bitcoin’s ledger. In this episode, James joins The Bitcoin Frontier to share why realized cap is one of the most powerful adoption metrics, how to interpret profit and loss across holders, and what onchain data is saying about the current cycle. We dig into the role of ETFs and treasury companies, the impact of derivatives on market structure, and why the future of onchain analytics remains deeply human.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS: 0:00 – Intro & why onchain data matters for bitcoin 1:30 – Buying the 2017 top, engineering background & finding bitcoin 4:50 – Realized cap, cost basis, and why it just crossed $1T 7:30 – From civil engineering to onchain analysis 10:00 – Orange pill moments, macro influences, and early metrics 12:40 – Human behavior, fear & greed mapped onchain 15:00 – Turning raw data into stories people understand 18:00 – State of the market in 2025: leverage, ETFs, and demand 22:00 – Cycles, late-stage dynamics & institutional flows 26:00 – Rethinking market cycles: the three-cycle structure 31:00 – Sell-side pressure, hodlers, and ETF dynamics 35:00 – Are ETFs and treasury companies changing onchain analysis? 40:00 – Profit, loss, and building decision frameworks for different price scenarios 46:00 – Key support zones: 110K, 90K, and Sailor’s liquidation line 49:00 – Derivatives, ETFs, and how flows shape volatility 54:00 – Risks of leverage, banks entering, and future fireworks 58:00 – Rapid fire: desert island metrics, entry point for retail, and data wish list 1:02:00 – The Australian bitcoin community & grassroots conferences 1:05:30 – The future of onchain analytics, AI, and Checkonchain’s next reportWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → James Check’s Twitter: https://x.com/_Checkmatey_ → Connor Dolan’s Twitter:

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• The incentives that make bitcoin unstoppable with Robert Warren

  Rob Warren is Head of Research and Education at Bitcoin Park and the author of The Bitcoin Miners Almanac. He brings a unique ability to explain the economic incentives of bitcoin mining in a way that makes sense across industries and expertise. In this episode, Rob joins The Bitcoin Frontier to share how bitcoin’s incentive structure creates resilience, why mining is misunderstood but critical, and how energy markets and bitcoin naturally align. We dig into the history of mining and the difficulty adjustment, the realities of mining pools and decentralization, and the surprising ways bitcoin miners are accelerating global electrification.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS: 0:00 – Intro & Rob’s role at Bitcoin Park 2:30 – From home mining experiments to Riot Platforms and Bitcoin Park 5:00 – Why Rob wrote The Bitcoin Miners Almanac 8:10 – The three essentials of mining: energy, cooling, and connectivity 9:30 – The brilliance of the difficulty adjustment 13:00 – Satoshi’s hard cap and why it broke economic orthodoxy 20:30 – How incentives keep miners aligned, even without ideology 24:00 – The “security budget” debate and what it misses 29:00 – Mining economics: liabilities, waste energy, and heat as an asset 31:00 – Flare gas, hydro, and turning liabilities into profitable inputs 37:00 – Gridless and bitcoin’s role in electrifying rural Africa 43:00 – AI superclusters and their overlap with bitcoin mining 49:00 – The history of mining pools and how Slush solved variance 56:00 – Difficulty, shares, and how pools account for work 1:02:00 – Centralization risks, hidden white-labeling, and Ocean’s model 1:11:00 – Bitcoin’s anti-fragility and the long-tail theory 1:18:00 – Adoption as a 140-year game, not a 5-year scheme 1:21:40 – Where to find Rob and upcoming Bitcoin Park summitsWHERE TO FOLLOW US: → Unchained X: / unchained → Unchained LinkedIn: / unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Rob Warren’s Twitter: https://x.com/BikesandBitcoin → Timot Lamarre’s Twitter: https://x.com/TimotLamarre

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• How to position for the bitcoin boom with Tuur Demeester

  In this episode, Tuur joins The Bitcoin Frontier to talk about his latest report, How to Position for the Bitcoin Boom (2025 Edition). He share why he believes the 2025 bitcoin cycle will be longer than past cycles, why confiscation risk should be taken seriously, and how bitcoin treasury companies could reshape global adoption. We dig into stagflation, institutional adoption, and how to approach investing not only in bitcoin but also in bitcoin-native companies.SUPPORT THE PODCAST:→ Subscribe→ Leave a review→ Share the show with your friends and family→ Send us an email: [email protected]→ Learn more about Unchained: https://unchained.com/?utm_source=you...→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS:0:00 – Disclaimer & intro1:00 – Why Tuur released his latest report mid-cycle3:00 – Longer bitcoin cycles and why 2021 was an anomaly5:00 – The institutional cycle and bitcoin as an escape hatch6:30 – Long-term holders, conviction, and whale behavior8:00 – Risks to bitcoin: liquidations, hacks, confiscation, and more10:00 – Government stakes, Intel, and parallels to ETFs and MicroStrategy15:00 – Custody risk, avoiding low-hanging fruit, and the importance of self-custody18:00 – Politics, legitimacy, and bitcoin as a reserve asset19:30 – Macro outlook: dollar weakness, stagflation, and commodities23:00 – Why money printing is inevitable and lessons from Latin America29:00 – The “gradually, then suddenly” moment in markets31:00 – Bitcoin treasury companies, ETFs, and adoption dynamics35:00 – Consolidation, risks, and differences between ETFs and strategy companies40:00 – Investing in bitcoin companies vs bitcoin itself: diligence, timing, geography47:00 – Example: Anchorwatch and the importance of insurance for bitcoin custody49:00 – Philosophy: bitcoin as a side quest and avoiding idolatry53:00 – Swords into plowshares: virtue, stewardship, and technology for goodWHERE TO FOLLOW US:→ Unchained X: / unchained→ Unchained LinkedIn: / unchainedcom→ Unchained Newsletter: https://unchained.com/newsletter→ Tuur Demeester's Twitter: https://x.com/TuurDemeester→ Connor Dolan’s Twitter: https://x.com/conhodlan

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