E153: The Great Capital Shift: Bitcoin, AI, & The Importance of Personal Branding w/ @RobinSeyr @RobinSeyr is one of the hardest-working Bitcoin podcasters in the space. His mission is clear: "I will not shut up about Bitcoin until it’s the base layer of the financial industry."

Jason Calacanis said dump Bitcoin for AI. Michael Saylor, whose Strategy holds 848,517 BTC, fired back: "AI creates abundance. Bitcoin enforces scarcity... The world needs both." Clip: Strategy (ParaFi Investor Day) · Data: SEC 8-K, CoinGecko Featuring @saylor @Jason @Strategy

Jason Calacanis to his 1.8M followers: dump Bitcoin now. His call: a retest of the $57K low within 12 months, and "Bitcoin will never break its all-time high again." His evidence: ~$774M of ETF outflows in two days. His own bet: "long $tao." Clip: This Week in Startups · Data: Farside @Jason @twistartups @FarsideUK

Your seed phrase is 12 or 24 words from a fixed list of 2,048. The words alone aren't the secret. The order is. Treat it like the only key to your house, because it is.

Jason Calacanis to his 1.8M followers: dump Bitcoin now. His call: a retest of the $57K low within 12 months, and "Bitcoin will never break its all-time high again." His evidence: ~$774M of ETF outflows in two days. His own bet: "long $tao." Clip: This Week in Startups · Data: Farside @Jason @twistartups @FarsideUK

Coinbase's CEO: "you can't invent anything that will increase Bitcoin supply. There will only ever be 21M." ~20.1M already mined. IBIT took all $110.3M of yesterday's ETF inflows. His 2030 target: $400K. Clip: CNBC · Data: Farside @brian_armstrong @coinbase @FarsideUK

Galaxy just called it: Bitcoin's bear market ended in June. Spot ETFs added ~87,000 BTC since the low, and Alex Thorn sees no reason BTC can't retake $125K. His tripwire: a weekly close under ~$76.5K. Clip: What Bitcoin Did · Data: Galaxy Research @intangiblecoins @glxyresearch @galaxyhq

Back to the ledger idea. Your bank keeps its own books and asks you to trust them. Bitcoin flips that. Thousands of nodes keep the same books, check every entry, and reject anything that doesn't add up. Verification replaces trust.

Saylor's Strategy bought 0 BTC this week and spent $204.9M buying back $STRC instead. Matt Cole's Strive bought 6,182 BTC for $511.4M. Saylor's reply: "Congratulations." Clips: Best of Bitcoin · Schwab Network · Data: SEC 8-Ks @saylor @ColeMacro @Strive @Strategy

Ben Cowen drew the line at $83K. Bitcoin just closed below it again. His checklist: Fed Oct 28, hot PCE Oct 29, oil ~$120. Meanwhile spot BTC ETFs bled $773.5M in two sessions. Clip: Benjamin Cowen (YouTube) · Data: Farside @benjamincowen @FarsideUK

Saylor to Strive's CEO: "Strive for Bitcoin." Strive holds 36,818 BTC (#4 public) and just raised $630M. If the ~$608M net all went to BTC, ~7,372 more coins would pass Metaplanet for #2. Clip: Best of Bitcoin · Data: The Block / Cointelegraph @saylor @ColeMacro @Strive

China is going gold. The West goes Bitcoin. @JimmyKostro on how the hard money split plays out, with the hopium taken out. Recorded Feb 2026.

Before Ethereum, @VitalikButerin wrote about Bitcoin for 5 BTC an article and cofounded Bitcoin Magazine. He unveiled Ethereum at a Bitcoin conference. Bitcoin OGs #10, the finale. halvingreport.com/blog/bitco…

Trump on striking Iran: "We're thinking about doing it, and maybe tomorrow." Bitcoin is clinging to $80K, right on the ~$81K ETF cost basis. Glassnode: a convincing close below it puts the mid-$70Ks back in play. Strike or deal? 👇 Clip: WION | @realDonaldTrump @glassnode

Peter Schiff called it: "Now that it's below $80K, the next stop is likely $75K... it's going to be a very long weekend for Bitcoiners." Bitcoin bottomed at $79,146 and bounced right back above $80K. Meanwhile Fidelity Digital Assets' Zack Wainwright says the run from $100K to $200K "may happen much faster" than the 16 years it took to hit $100K. And Tom Lee says we're at the start of a bull market. Fed decides Wednesday. Schiff's $75K or Fidelity's $200K? 👇

Bitcoin slipped under $80K on Saturday and the buyers showed up 🐳 CryptoQuant data: whale holdings up ~243,000 BTC since July. Grant Cardone's Cardone Capital bought 16 BTC at $80,000, then 10 more the same day. Spot BTC ETFs still closed the week +$301.2M (Farside), and BTC is back near $80.7K. Smart money loading up, or bull trap?

Privacy is not a crime. But is it worth paying 20% more for your Bitcoin? @shaunsomers on Bitcoin ATMs.

Every 2,016 blocks, roughly two weeks, Bitcoin checks its own pace. Blocks coming too fast? Mining gets harder. Too slow? It gets easier. No committee votes on it. The code recalibrates, and it has since 2009.

🚨 Netanyahu says Israel must prepare for banking sanctions and has asked for a blockchain plan to get around them. Opposition: it would make Israel an "economic pariah like Iran." Via Channel 10 / Bloomberg youtube.com/shorts/6vqqz6wuH…

🚨 Chamath: Bitcoin "eventually gets hacked and then it goes to zero." CZ: banks run on weaker encryption; AI's real threat is phishing. Saylor: BTC has overcome every scare. Bitcoin Core just fast-tracked fixes for AI-findable bugs. Zero or FUD? (via Moonshots, CoinDesk)

December 2023, El Zonte. Ronny from The Bitcoin Hardware Store couldn't pay a local seller for a 50 cent coconut. No bank access, no card machine. Then Bitcoin showed up.