
Mentor Sessions Ep 094: Brent Johnson explains the 2026 dollar outlook, the collapse of the rules-based order, Bessent's Treasury moves, and how AI and stablecoins entrench the US dollar.The rules-based order that kept markets stable for 80 years is dying - and Brent Johnson explains what replaces it, why the US dollar gets STRONGER not weaker, and how AI and stablecoins entrench American power for decades.Brent Johnson (Santiago Capital, Dollar Milkshake Theory) sits down for a wide-ranging conversation on the biggest structural shift in markets since World War Two. You'll learn why he thinks the American Republic could give way to an American empire, why Scott Bessent's Treasury buybacks matter more than the headlines suggest, and how passive management can turn a bond wobble into a full crisis. You'll see why he's concentrated in North America and the Western Hemisphere, why he calls the US-China relationship a "divorce," and why he refuses to bet against the US Treasury even as others call for the dollar's death. He also breaks down why AI is now a matter of national security, why stablecoins are structurally bullish for the dollar, and where Bitcoin fits in the emerging digital-asset order.⏱️ Timestamps:0:00 - Intro1:17 - Iran War and Dollar System Resilience4:10 - Iran Conflict Pressure on Treasury Yields5:41 - Rising Yields Create Global Collateral Strain8:25 - Bessent Long-End Buybacks Explained10:20 - Mike Green on Passive Bond Risks11:48 - Rules-Based Order Has Ended13:39 - Shift to America First Proactive Policy17:31 - Signs the Rules-Based Order Is Dying18:27 - Vance and Rubio Munich Security Speeches21:41 - China Also Wants Strategic Divorce23:26 - Multipolar World or US Remains Dominant24:44 - American Republic Falls Into Empire27:00 - Republic Versus Empire and Authoritarianism31:07 - Positioning Portfolios Amid Geopolitical Chaos33:28 - Building Fortress North America Strategy35:19 - Canada US Relationship Realities39:41 - Energy Trade War Leverage Analysis44:16 - Bessent Druckenmiller Soros Trading Lineage48:51 - Market Outlook Violently Sideways Year End53:01 - AI Now National Security Priority57:02 - AI Short Term Employment Risks58:06 - Stablecoins Strengthen US Dollar Position59:31 - Bitcoin Role Alongside Stablecoins1:01:57 - Global Institutions Must Adapt NextBrent Johnson's written research and weekly show "Milkshakes, Markets and Madness" are at Santiago Capital - links below.🔗 Links & Resources:• Santiago Capital research: https://research.santiagocapital.com/• Brent Johnson on X: https://x.com/SantiagoAuFund⚡Previous Episode:Luke Gromen & Lyn Alden: https://youtu.be/xoAuuJyBg6E🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #AmericanEmpire #FortressNorthAmerica #FortressAmerica #RulesBasedOrder #BrentJohnson #DollarMilkshake #SantiagoCapital #USDollar #USD #ReserveCurrency #TreasuryMarket #Gold #Bitcoin #DigitalAssets #Stablecoins #Geopolitics #Hegemony #China #MacroEconomics #CapitalFlows #Multipolar #ScottBessent #AINationalSecurity #BTCSessions
Sep 7
1 hr 4 min

Mentor Sessions 093: Luke Gromen and Lyn Alden explain the 2026 global bond market crisis, private credit risk, yield curve control, and Bitcoin and gold as safe havens.The global bond market is bleeding out in slow motion, and the real danger is buried in private credit that insurance companies can't sell without going insolvent. Luke Gromen and Lyn Alden break down why the long end of the Treasury market is grinding higher, why Scott Bessent intervened before any visible crisis, and what happens when trillion-dollar balance sheets finally hit the sell button.You'll learn why China is the one nation conspicuously absent from the sovereign debt rout, how AI-driven deflation is reshaping Chinese manufacturing, and why Gromen argues the U.S. now faces a "Weimar gold reparations" problem with true interest expense at 105% of receipts. You'll see why both guests believe rate hikes are no longer even a usable tool under fiscal dominance, how a Blackrock "one phone call" scenario could freeze $5 trillion in a crisis, and where Bitcoin and gold fit as bearer assets when markets get locked down. Alden makes the case for holding scarce assets and extra cash through the air pockets; Gromen explains why he trimmed Bitcoin and exactly when he'd aggressively buy it back.⏱️ Timestamps:0:00 - Intro1:12 - Treasury Event or Broader Sovereign Debt Crisis1:34 - Why China Avoids the Global Bond Rout2:00 - Hyperscalers Emerge as New Bond Vigilantes3:41 - Path Leading to Yield Curve Control4:15 - Why Chinese 10-Year Yields Hit Global Lows6:00 - AI Driving Deflation in Chinese Manufacturing10:17 - Orderly Bond Market Grind vs Sensationalized Crash13:43 - The Dog That Didn't Bark in Bessent's Move14:38 - Silent Crisis Brewing in Private Credit15:38 - Insurance Insolvency Risk Triggers Treasury Sales19:01 - Liquidity Versus Solvency in Private Funds27:44 - Will Warsh Raise Rates This Cycle29:43 - True Interest Expense Hits 105% of Receipts33:43 - Rate Hikes Fail Against Fiscal Dominance35:50 - Crack Spreads, Diesel and Physical Bottlenecks37:37 - Wall Street Awakening to Fiscal Dominance40:12 - BlackRock's $5 Trillion Lockdown Scenario41:00 - Past the Point of No Return for Markets45:47 - Non-Linear Reset Versus Slow Economic Spiral50:19 - Physical Constraints in Beef and Refineries54:05 - Gormen Adds Back Bitcoin After Selling57:07 - Lyn Alden on Bitcoin and Gold Outlook🔗 Links & Resources:Lyn Alden: https://www.lynalden.com/Luke Gromen: https://fftt-llc.com/⚡Previous Episodes:Michael Sullivan: https://youtu.be/wp5IYzcThUoTom Luongo: https://youtu.be/zkvdfR7LTuU🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6⚡ Sponsored by Blockstream Jade: Easy, open-source Bitcoin-only cold storage. Get 10% off with code BTCSESSIONS at store.blockstream.com.💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io #BTCSessions #Bitcoin #BTC #LukeGromen #LynAlden #BondMarket #Treasury #FederalReserve #InterestRates #YieldCurveControl #PrivateCredit #FiscalDominance #SovereignDebt #USDollar #Inflation #Gold #ChinaEconomy #Japan #MacroFinance #MacroEconomics #BitcoinEducation #BitcoinPodcast #BitcoinInterview #GlobalEconomy
Sep 4
59 min

Mentor Sessions 092: Michael Sullivan explains Bitcoin sentiment analysis, emotional cohort signals, OG optimism, narrative shifts, and why the data may point to a bottom.Bitcoin sentiment just did something it rarely does after a 22% rip: it stayed calm. No euphoria, no desire spike, no retail flooding back — and that gap between the price move and the emotional data is where the real signal lives.Michael Sullivan — an engineer and fiction writer turned Bitcoin sentiment analyst — breaks down how he tracks 14 distinct emotions across cohorts of Bitcoiners, from OGs and technologists to MSTR treasury speculators. You'll learn why he cohorts the crowd instead of scraping social media, why the Fear & Greed Index misses all the nuance, and why he reads OG optimism as one of the most reliable early signals that positive things are on the horizon. You'll see why 'desire' language sits inversely correlated with price, why the near-total absence of a new narrative can be wildly bullish near a bottom, and how the BIP-110 debate produced algorithmic engagement patterns that looked artificially farmed. He also lays out the AI-bubble-to-Bitcoin thesis and why he's personally bearish by instinct but bullish on the data.⏱️ Timestamps:0:00 - Intro0:38 - Why this rally feels like disbelief1:09 - Massive sentiment phase shift after crash2:01 - Rally lacks expected euphoria levels3:05 - Tracking caring language in ColdCard event3:58 - Technologists impressed most during crisis5:12 - Studying Saylor's four Bitcoin cohorts6:33 - MSTR shareholders as conviction outlier7:18 - OG optimism as reliable bullish signal7:59 - Are OGs turning optimistic now9:56 - Emotions linked to time and excitement11:40 - Downturn negative language uniquely severe12:40 - Desire language at market tops and bottoms16:52 - How language analysis became his focus19:11 - BIP-110 debate through psychology lens21:09 - Algorithmic engagement that felt farmed26:55 - AI bots distorting sentiment data29:47 - Spotting leaders and narrative first movers32:56 - Narratives shaping markets and price34:37 - Absence of narrative as bullish signal36:42 - Does price or emotion move first40:03 - AI deflation versus Bitcoin scarcity thesis40:30 - Euphoria missing at prior all-time high45:17 - Bitcoiners versus treasury company speculators50:07 - Conviction language versus hedging explained54:03 - Denoising sarcasm with cohort analysis59:31 - Signals needed to confirm bearish view1:00:06 - Data pointing bullish over coming months1:02:10 - Where to follow Michael's latest workMichael writes deep analysis on Bitcoin sentiment and shares it on X and Substack — links below.🔗 Links & Resources:https://x.com/SullyMichaelvan⚡Previous Episode - Tom Luongo: https://youtu.be/zkvdfR7LTuU🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB⚡ Sponsored by BITCOIN WELL: Best Place to BUY & SELL BITCOINhttps://qrco.de/bfiDC6#Bitcoin #BitcoinSentiment #BTCSessions #BTC #MarketPsychology #MichaelSullivan #DisbeliefRally #BitcoinRally #BitcoinBottom #BitcoinCohorts #BitcoinOG #CryptoPsychology #FearAndGreed #NarrativeShifts #OnChainAnalysis #BitcoinAnalysis #CryptoSentiment #BitcoinTwitter #SelfCustody #BitcoinTreasury #MSTR #StackSats #BIP110 #BitcoinInterview
Sep 1
1 hr 2 min

Mentor Sessions Ep. 091: Tom Luongo explains the 2026 currency war, Scott Bessent's yen bomb, oil collateral, European bond squeeze, and the US Treasury buyback plan.The previously most powerful people in the world are now price takers, not price makers — and Tom Luongo walks through exactly how Scott Bessent flipped that switch. Global markets just witnessed a structural break in the European bond trade, and almost nobody saw the mechanism behind it.In this conversation, Tom Luongo and Nathan break down the currency war unfolding across the FX and bond markets: how Bessent 'bombed the yen' by selling euros instead of dollars, why the euro-yen cross froze the moment Operation Epic Fury began, and how Iranian oil loadings were being used as collateral to fuel the short-yen, short-Treasury trade. You'll learn why the US Treasury buyback expansion is a signal and not QE, how the German Bund fits into Europe's alleged default-and-consolidate endgame, and what John Ratcliffe's open trip to Moscow may be telegraphing. You'll also hear Luongo's falsifiable macro thesis — where the 30-year yield goes next, and what it means for gold, silver and Bitcoin.⏱️ Timestamps:0:00 - Intro0:44 - Bessent's Moves on Yen and Euro1:27 - Shifting From Kinetic to Economic Siege3:06 - The Yen Carry Trade That Shouldn't Exist4:42 - Bessent Blew It Up Selling Euros8:26 - Euro-Yen Cross Freezes After Iran Strikes8:49 - Iranian Oil Used as Trade Collateral11:17 - Traders Trapped After Buying Oil Breakout12:59 - How Bessent Scans 270 Markets for Signals18:05 - Treasury Buyback Expansion Details22:04 - Defending the 5.25 Percent Yield Level23:31 - Buyback Limit Is Just a Market Signal27:15 - Europe's Default and ECB Consolidation Plan28:45 - Financial Warfare and Carney's Trade War29:40 - Abundant Mines Sponsor33:20 - Banks Trading With Iran Cut From Dollars38:01 - US Taxpayers Funding Global Financial Chaos41:24 - Is the Budget Deficit Really Shrinking45:17 - China Iran Canada Oil and Banking Links47:46 - Why Ratcliffe Is Meeting Russia in Moscow50:54 - BRICS as Hedge Not Dollar Replacement53:33 - Gold Silver Bitcoin Surge Explained55:20 - Pushing the Long End of Yields Lower59:00 - Key Markets to Watch Through Election1:00:14 - Reading the Charts That Actually Matter1:01:16 - Luongo's Falsifiable Macro Thesis1:02:38 - Where to Follow Tom LuongoTom Luongo publishes his macro analysis and the Gold, Goats 'n Guns newsletter — links below. ⚡Previous Episode - Jeff Booth & Scott Melker: https://youtu.be/J7ze_lMKbZM 🔗 Links & Resources:• Tom Luongo on X: https://x.com/TFL1728• Gold Goats 'n Guns blog: https://tomluongo.me🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #ScottBessent #TomLuongo #Gold #Iran #MarkCarney #BondMarket #USTreasury #YenCarryTrade #CurrencyWar #FinancialWarfare #GlobalMacro #DollarSystem #Geopolitics #BTCSessions #OilCollateral #EuroDefault #GermanBund #KevinWarsh #Silver
Sep 1
1 hr 3 min

Mentor Sessions Ep. 090: Jeff Booth and Scott Melker discuss Bitcoin adoption, ETF co-opting, the AI bubble, self-custody risk after the ColdCard hack, and the debt reset.Wall Street, the ETFs, and the treasury companies are making every attempt to co-opt Bitcoin — and Jeff Booth and Scott Melker explain why that capture attempt may be exactly what Bitcoin needs to survive. The $350 trillion global debt pile is already insolvent, the AI bubble is still inflating, and self-custody just took a brutal reality check after the ColdCard fallout.In this conversation you'll learn why Booth believes the existing system and Bitcoin cannot coexist over the long run, why he feels "incredible" even as price bleeds, and how the messy financialization of Bitcoin through institutions still funnels people toward spot self-custody. You'll hear Melker's honest read on adoption — that when arguments come down to "rolling dice for entropy," we are nowhere near mainstream — and Booth's thesis on why AI CapEx can never be paid back when the marginal cost of a line of code is zero. You'll also get a candid post-mortem on hardware wallet security, why "don't trust, verify" broke down for thousands of users, and what a new generation of self-custody solutions might look like.⏱️ Timestamps:0:00 - Intro0:54 - Scott on adoption and why Bitcoin is strongest yet3:08 - Did Covid pull forward Bitcoin demand like credit?5:20 - Jeff Booth's first-principles case: $350T of insolvent debt7:33 - Why Bitcoin and the centralizing system can't coexist8:33 - If they can't kill it, they have to co-opt it9:04 - Where each of us chooses to put our energy11:44 - Does financialization actually risk decentralization?12:11 - Scott's 2026 tweet on Bitcoin being co-opted15:22 - Sticky narratives and gaining exposure to Bitcoin15:49 - Scott's personal path from altcoins to Bitcoin17:39 - Jeff on watching thousands make the same transition18:14 - The rational actor trapped inside the system22:32 - The abundance of deflation and killing the price story26:07 - Ad: Abundant Mines27:03 - What Wall Street friends really think of Bitcoin28:09 - The ColdCard hack hits the Bloomberg terminal30:09 - Will people flee to qualified custodians and ETFs?31:11 - How far along the self-custody journey are we really?33:05 - Rolling dice for entropy and the honesty test35:47 - Self-custody as an active, ongoing responsibility39:10 - How would you tell a beginner to custody Bitcoin in 2026?40:42 - The brutal and beautiful side of the Bitcoin community45:35 - Testing your recovery: move it, back it up, verify47:13 - New private federation and settlement security models48:41 - Scott's view of the AI markets and the coming bubble pop51:26 - Jeff on marginal cost of code, why everything goes to free55:14 - Orange juice, private equity, and moving businesses into Bitcoin57:22 - Where to follow Scott and Jeff🔗 Links & Resources:• Follow Scott Melker on X: https://x.com/scottmelker• Follow Jeff Booth: https://jeffbooth.com🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #BTC #BTCSessions #JeffBooth #ScottMelker #BitcoinSelfCustody #ColdCardHack #AIBubble #DebtCrisis #BitcoinETF #SoundMoney #FinalReset #BitcoinAdoption #Deflation #HardwareWallet #BitcoinInterview #BitcoinOnly #SelfCustody #BitcoinPrivacy #FreeMarket #BitcoinNodes #MacroBitcoin #BitcoinCooption #DecentralizedMoney #WoldOfAllStreets
Aug 25
58 min

Mentor Sessions Ep. 089: Bitcoin hardware wallet makers Zach Herbert, Tomas Susanka and Drew Fischer discuss the Coldcard hack, multi-sig, entropy and self-custody security.The Coldcard hack was the single biggest blow to Bitcoin self-custody yet — so four rival hardware wallet makers sat down together to figure out what it means for everyone holding their own keys. This is the conversation the industry needed.Zach Herbert (Foundation Passport), Tomas Susanka (Trezor), Drew Fischer (Blockstream Jade) and Seed from the SeedSigner team break down the fallout: what the vulnerability actually exposed, why open source alone wasn't the safety net people assumed, and the entropy/dice-roll debate that split the panel. You'll learn why multi-vendor multi-sig is emerging as the strongest defense, how entropy is really generated on these devices, and the honest trade-offs between usability and security. You'll also hear the fresh news on the Trezor fulfillment-partner data leak (disclosed August 10, 2026) and what to do if you're worried about shipping and privacy.This is a rare, candid roundtable where competitors disagree openly — and that dialog is exactly what makes it worth your time.⏱️ Timestamps:0:00 - Intro0:56 - Four wallet makers respond to Coldcard hack1:58 - Ben's question on self-custody downstream effects3:02 - Zach on short-term setback and great hardening6:19 - Tomas on AI helping attackers and defenders8:44 - Drew on custodians, ETFs and verify don't trust10:30 - SeedSigner on entropy sources and multi-sig13:11 - Usability versus security trade-off debate17:20 - Should self-custody be made harder not easier18:56 - Dice rolls versus RNG entropy disagreement22:16 - Zach on how many people actually self-custody26:14 - Priorities when choosing a hardware wallet29:01 - Security as a journey not a destination33:03 - Sponsor: Abundant Mines36:00 - Why multi-vendor multi-sig should be the goal41:25 - Source available versus fully open source explained47:34 - Open source as required but not sufficient51:11 - How to know if a wallet is actually safe56:57 - Trezor fulfillment data leak disclosed August 101:03:49 - Private device purchases and local meetups1:06:01 - Where to find each project online🔗 Links & Resources:→ SeedSigner: https://seedsigner.com→ Foundation Passport: https://foundation.xyz/→ Trezor: https://trezor.io→ Blockstream Jade: https://blockstream.com/jade🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #BTC #BTCSessions #BitcoinSelfCustody #ColdCard #ColdcardHack #BitcoinHack #HardwareWallet #MultiSig #SeedSigner #Trezor #Passport #BlockstreamJade #BitcoinSecurity #NotYourKeys #ZachHerbert #TomasSusanka
Aug 18
1 hr 8 min

Mentor Sessions Ep. 088: Parker Lewis explains the hidden risks of Bitcoin treasury companies, perpetual preferred equity, market premiums, and Bitcoin as money.Bitcoin treasury companies were sold as a smarter way to own Bitcoin. Parker Lewis argues the premiums are a mispricing of risk that will flip to a discount.In this deep dive, Parker Lewis (author of Gradually, Then Suddenly) breaks down why any treasury company trading at a premium to the Bitcoin it holds is mispricing risk, why perpetual preferred equity is effectively lending fiat forever with no credit protections, and why the whole structure resembles a game of musical chairs. You'll learn how the double-tax corporate structure quietly erodes shareholder value, why $65,000 could buy you a full Bitcoin or only half a share's worth at peak premium, and how the market gets better at pricing this risk over time. You'll also hear why calling Bitcoin "not money" is the deeper problem beneath the marketing — and what that means for long-term holders of Strategy, Strive, and similar products.⏱️ Timestamps:0:00 - Intro1:07 - Parker Lewis on Bitcoin Treasury Risks1:42 - Self-Custody vs Treasury Company Tradeoffs4:01 - Premiums Represent Mispriced Risk in Treasuries5:18 - Why Strive Trades at Larger Premium Than Strategy6:58 - Premiums Will Flip to Discounts Over Time7:15 - Problems With Perpetual Preferred Equity Structures9:13 - You Never Lose Principal in Preferred Equity10:29 - Unpacking the Backed by Bitcoin Claim12:26 - Tail Risk and Musical Chairs in Preferreds14:01 - Products Remain Tied to Bitcoin Volatility18:46 - Perpetual Preferred Means Lending Forever in Fiat20:41 - Stretch and Strive Trading Below Par Value23:09 - Strategy Volatility and Investors Touching Hot Stove33:30 - Abundant Mines Hosting Sponsor34:25 - Management Risk and Key Man Concerns36:52 - Double Tax Structure in Corporate Bitcoin Holdings41:13 - Treasury Companies vs Bitcoin ETF Differences46:50 - Bitcoin Market Dwarfs Any Single Stock48:07 - Greater Fool Theory and GBTC Parallel1:00:01 - Holding Treasury Stocks at a Discount1:00:43 - Incentives Behind Treasury Company Messaging1:12:33 - Bitcoin Is Not Money Framing Problem1:15:41 - Where to Follow Parker LewisParker Lewis references his book Gradually, Then Suddenly (free online at the Nakamoto Institute), Saifedean Ammous's The Bitcoin Standard, and his work at Zaprite.🔗 Links & Resources:→ Follow Parker Lewis on X: https://x.com/parkeralewis→ Gradually, Then Suddenly: https://graduallythensuddenly.xyz/→ Zaprite (Bitcoin payments): https://zaprite.com→ Nakamoto Institute (free Bitcoin literature): https://nakamotoinstitute.org🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #BTC #BTCSessions #ParkerLewis #BitcoinTreasury #MicroStrategy #Strive #PreferredEquity #SelfCustody #BitcoinAsMoney #SoundMoney #GraduallyThenSuddenly #MarketPremium #BitcoinInvesting #Strategy
Aug 16
1 hr 18 min

Mentor Sessions Ep. 087: Simon Dixon breaks down the Coldcard hack, BIP-110 chain split fallout, node vs miner power, and Bitcoin self-custody security in 2026.PART 1: Simon Dixon & Doomberg - https://youtu.be/Q0P0X7j_kcA Over $100 million in Bitcoin vanished in the Coldcard entropy bug — and days later a chain split ended with the nodes defeated and Bitcoin more centralized than before. Simon Dixon joins Nathan to trace what really happened.This is the deep-dive follow-up to the Doomberg conversation. You'll learn why Simon now treats every incident as an attack "guilty until proven innocent," how the BIP-110 resistance became the most successful node mobilization since the block size war yet still failed to move the mining pools, and why he refuses to die on a hill that ends in an altcoin. You'll see how the Coldcard low-entropy vulnerability, Zeus, Boltz and BTCPay attacks fit one pattern, and hear a clear framework for rebuilding your self-custody with dice-rolled entropy, multisig, and active participation. Simon and Nathan also unpack developer centralization, the loss of Knots as a competing implementation, and why sovereignty is proof of work you can't outsource.⏱️ Timestamps:0:00 - Intro0:24 - Resuming After Doomberg Discussion0:55 - Infrastructure Attacks on Coldcard and Others1:32 - BIP-110 and Resulting Chain Split1:50 - UASF and Block Size War History2:50 - Tether Fees and Scaling Debates4:02 - Barry Silbert and SegWit2x Deal4:51 - Nodes Defeating Miners in Past Wars6:02 - Role Reversal With Core Changes7:35 - Running Knots to Support Resistance8:20 - Developer Centralization Concerns Rise10:14 - BIP-110 Failure and Altcoin Stance11:39 - Knots Node Adoption Surge to 20%12:08 - Infiltration Risks and Verification12:54 - Can Node Minority Influence Miners14:19 - Consensus Changes Remain Extremely Difficult17:16 - More Centralized Yet Wiser After Events18:13 - Social Fallout Losing Ocean and Knots22:15 - Check Ego and Welcome Others Back25:21 - Stay Suspicious While Shaking Hands27:34 - Abundant Mines Mining Hosting28:29 - Coldcard Low Entropy Bug Details30:16 - Hack Impact on Bitcoin Purists31:36 - Difficulty Spending Stolen Bitcoin32:37 - Fed Recruitment via Stolen Coins33:23 - Learn Entropy and Generate Secure Keys36:03 - Assume Attack and Identify Beneficiaries37:44 - Self Custody Sovereignty Comes at Cost39:55 - Bitcoin Requires Active Participation43:37 - Coordinated Message in All Attacks45:14 - Final Advice Skepticism and Focus🔗 Links & Resources→ Simon Dixon on X: https://x.com/SimonDixonTwittThis is part one — subscribe so you don't miss part two where we go deep on the Bitcoin infrastructure attacks.🔔 Subscribe for weekly Bitcoin Podcasts🐦 Follow on X: https://x.com/BTCSessions🐦 Follow on X: https://x.com/theBTCmentor⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #BTC #BTCSessions #SimonDixon #BIP110 #ColdCard #SelfCustody #BitcoinKnots #NodeRunning #LightningNetwork #BitcoinSovereignty #BlockSizeWar #HardwareWallet #DontTrustVerify #BitcoinHack #BitcoinFork #HardFork
Aug 13
46 min

Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy.The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows.In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two.⏱️ Timestamps:0:00 - Intro1:36 - Doomberg and Simon Dixon on Global Shifts2:07 - Shipping Choke Points Unwind Globalism5:10 - Western Media Propaganda Exposed8:14 - How Media Gets Captured by Power12:13 - Real Purpose of Ukraine and Middle East Wars22:38 - Biggest Empire Change in Our Lifetime25:18 - Why Everything Depends on Beijing28:35 - West Captured by Financial Industrial Complex39:43 - Reading Oil Gold and Bond Markets45:17 - Is Blackrock Weaker Than Its Reputation53:25 - Building Mental Models for Information Overload59:23 - What Energy Markets Are Really For1:06:13 - Why Oil Below $90 Risks Greater War1:09:07 - Real Capital Knows the Deal Is Coming1:16:34 - Coldcard Hack and Contested Bitcoin Fork1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities1:24:00 - Self Custody Custody Risk and Sovereignty1:36:24 - Michael Saylor Willingness to Sell Bitcoin1:39:52 - What Strategy Is Built to Achieve1:48:54 - Where to Find Doomberg and Simon DixonMentioned in this episode: Doomberg's forthcoming book on analysis and mental models, Simon Dixon's book "Game of Money," abundant mines hosting, and BTC Mentor for secure self-custody setup.🔗 Links & Resources→ Doomberg: https://doomberg.com→ Simon Dixon on X: https://x.com/SimonDixonTwitt⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB#Bitcoin #BTC #BTCSessions #SimonDixon #Doomberg #MichaelSaylor #Geopolitics #SelfCustody #Globalism #OilMarkets #Gold #StraitOfHormuz #MicroStrategy #Coldcard #SoundMoney #Oil #energymarket
Aug 11
1 hr 51 min

Mentor Sessions Ep. 085: Dr. Peter McCullough explains Fauci's diary, COVID-19 lab origins, mRNA vaccine safety, spike protein persistence, and the biopharma complex.600,000 Americans may have died from COVID vaccine complications — more than the virus itself, according to Dr. Peter McCullough — and Fauci just pleaded the Fifth on all of it. This conversation breaks down what the diary revealed, why the lab origin was buried, and where the mRNA platform goes next.Dr. Peter A. McCullough joins BTC Sessions to walk through Fauci's Senate Testimony, 1,100-page diary, the public-vs-private mask and lockdown contradictions, and the nearly million-dollar cash prize Fauci's staff engineered for him. You'll learn why McCullough believes SARS-CoV-2 is an engineered bioweapon, how his foundation found full-length spike protein and mRNA circulating three and a half years after injection, and what that means for the surge in 'turbo cancer.' You'll see the money trail through the biopharmaceutical complex — Gates, BioNTech, CEPI, Event 201, and the captured medical journals that refused to retract the fraudulent 'natural origins' paper. He also lays out the parallel research and wellness system he's building outside captured academia.⏱️ Timestamps:0:00 - Intro0:30 - Fauci Senate Testimony and Diary Release1:30 - 600,000 Vaccine Deaths Compared to COVID2:30 - Fauci's Private Knowledge on Masks and Fatality Rate4:00 - Fauci Staff Engineered Cash Prize Applications7:00 - Fauci's Personal Vaccine Blood Clot Injury8:00 - Ongoing Booster Push and Seventh Dose Campaign11:30 - Journals Suppressed Lab Leak Despite Private Admissions15:30 - Why Wet Market Origin Theory Persists16:00 - Bioweapons Treaty and SARS-CoV-2 Classification18:00 - Laboratory-Engineered Spike Protein Features19:30 - Spike Protein Detected 3.5 Years Post-Vaccination22:30 - Spike Detox Protocol and Treatment Options24:30 - Turbo Cancer Rise and Spike Protein Mechanism26:30 - mRNA Integration into Human Genome Evidence28:00 - Broader mRNA Vaccine Platform Safety Concerns29:30 - Hantavirus Scare and Moderna Vaccine Development31:00 - Anatomy of the Biopharmaceutical Complex34:30 - Gates Foundation Investment in BioNTech38:00 - Journal Advertising and Vaccine Ideology42:30 - Vatican Coin and 300-Year Vaccine Mythology45:00 - Fourth Turning and Parallel Health Systems48:00 - Vindication After Media Attacks on McCullough51:00 - McCullough Foundation Books and Wellness CompanyDr. McCullough references the McCullough Foundation (mcculloughfnd.org), his books 'The Courage to Face COVID-19' and 'Vaccines: Mythology, Ideology, and Reality,' a forthcoming book he says Bitcoiners will love, the Ultimate Spike Detox protocol, and The Wellness Company (twc.health).🔗 Links & Resources:McCullough Foundation: https://www.mcculloughfnd.orgThe Wellness Company: https://www.twc.health/focalpointsFollow BTC Sessions on X: https://x.com/BTCSessionsIf you follow the money the way Bitcoiners do, this one connects the incentives most people never see. Subscribe for more honest Bitcoin and macro coverage, and follow @BTCSessions on X for the live shows. Reply with your take — where do you land on the origins question?#Bitcoin #BTC #BTCSessions #PeterMcCullough #Fauci #VaccineSafety #COVIDOrigins #LabLeak #Biopharma #SpikeProtein #mRNA #TurboCancer #FollowTheMoney #MedicalFreedom #Bioweapon #Fauci #FauciTestimony
Jul 29
45 min
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