Harris Irfan, CEO Cordoba Capital Markets & Advisor at OnrampMENA joins me to discuss challenges and opportunities within Islamic finance, ethics of finance in business and the intersection of Islamic finance and Bitcoin. Harris highlights building a financial system focused on real economy transactions, sharing insights on finance, custody, and Bitcoin investment.
https://stephanlivera.com/episode/610/
In this episode, Kenji Tateiwa, CEO of Agile Energy X, discusses his extensive background in nuclear engineering and the impact of the Fukushima disaster on public perception of nuclear energy. He explains the innovative concept behind Agile Energy X, which leverages wasted renewable energy through Bitcoin mining to address curtailment and grid congestion issues in Japan. Kenji elaborates on the unique flexibility of Bitcoin mining as an energy buyer and its potential role in the future energy landscape, including the integration of circular economy principles. The conversation also touches on the challenges and opportunities in Japan’s energy production, particularly regarding nuclear energy and the need for a diverse energy portfolio.
https://stephanlivera.com/episode/609/
@Lawrence Lepard, Managing Partner, Equity Management Associates, joins me to discuss the national debt crisis, inflation, possible price suppression of hard assets and the contrasting roles of gold and Bitcoin as sound money.
https://stephanlivera.com/episode/608/
After a long and choppy bull-crab market, Dr. Ross notes that the bull market is here!
@Dr. Jeff founder, Vailshire Capital Management, joins me to discuss the ongoing sentiment in the markets, global liquidity, pitfalls and opportunities of this bull cycle, holistic living and more!
https://stephanlivera.com/episode/606/
Bitcoin: On the Way to $400K? with Andrew Edstrom SLP605
Andrew rejoins me to discuss government debt levels, retirement planning on Bitcoin, price modeling, risks of leverage, yield on Bitcoin and more.
https://stephanlivera.com/episode/605/
Is it wrong to take a fiat loan from someone to buy bitcoin and take advantage of someone's information asymmetry? @bitcoinpierre explains his thoughts
https://m.primal.net/KvUD.mp4
You can have credit in a full reserve banking system, but it'll be very different to how credit works today.
Credit as it is today is fiat subsidised and backed. So it is artificially cheaper, it causes the boom-bust cycle, and it rewards insiders.
Ryan McMaken, Executive Editor and Economist at the Mises Institute, explains the concept of ‘Radical Decentralization’ and why secession is more important now than ever.
https://m.primal.net/KtaC.mp4
Definitely get a hardware wallet. Coldcard Q is my favourite (fwiw they sponsor my podcast).
You can use it easily with software such as nunchuk or Sparrow Wallet.
Not mad but I would expect those to underperform vs Bitcoin HODLing.
That can be OK so long as you go into it with open eyes. What is financially optimal is not necessarily best for your overall balance of self sovereignty.
I know it's a cliche but we are still very early in Bitcoin. CAGR last 10 years is about 60%/year, difficult to consistently beat that. As it tapers down and we get closer to hyperbitcoinization, it'll change.
What are the next big things coming for lightning? @tank explains why it'll be:
1. broader BOLT12 adoption
2. asynchronous payments
that help make bitcoin and lightning private digital cash
https://m.primal.net/KnWT.mp4
Statists excuse government failure by saying "they didn't have enough budget".
This image is a reflection of how the state spends money.
Without private property, market pricing, and facing a profit and loss test - of course it wastes money. https://m.primal.net/KnVz.jpg
Haha I appreciate the sentiment Jake! But for me, I prefer to just focus on the educator / talk show host role for now.
Hopefully there are more people who do step up and go in to bat for liberty and private property though.
Well even if we as private individuals waste our money and spend it inefficiently, we face the market test. We are then forced to correct course or keep on losing money.
It's OK to make mistakes in life but you have to then correct course.
My latest episode with @bitcoinpierre is out! We touch on product market fit for savings, rebalancing, cultural changes on a bitcoin standard, and whether the govt should hold bitcoin
https://stephanlivera.com/602
Philipp Bagus on the Banking School vs the Currency School, and how this debate remains relevant today on central banking and fractional reserve.
https://m.primal.net/Klck.mp4
Left wing Australian govt looking to ban children from social media.
This is a classic case of "there oughta be a law". Yes there may be some harm from social media, but that is a role for parents to moderate and control for their children.
It should not be the role of the state to implement some ham fisted policy that also stops children using internet social media in healthy and beneficial ways.
It also represents an unethical imposition onto private companies and software developers who will effectively be coerced to do the state's bidding.
nostr:note1ggqhhfzd5dd44grfhwcsyd5kexv0eg6nfe67lewwttwl923xvcms5npdyj
I'm presuming they mean just the big platforms will be required to do age verification e.g. X, FB, IG, TikTok etc.
Still a bad trend to have more govt instead of less govt.
Left wing Australian govt looking to ban children from social media.
This is a classic case of "there oughta be a law". Yes there may be some harm from social media, but that is a role for parents to moderate and control for their children.
It should not be the role of the state to implement some ham fisted policy that also stops children using internet social media in healthy and beneficial ways.
It also represents an unethical imposition onto private companies and software developers who will effectively be coerced to do the state's bidding.
nostr:note1ggqhhfzd5dd44grfhwcsyd5kexv0eg6nfe67lewwttwl923xvcms5npdyj
It has become normalized to put down 8-20% for a mortgage downpayment.
I wonder how many people consider that they are effectively going leverage long property approx 5-12x?
Fair point it's been like this for a while, but it is fundamentally a fiat printer subsidised activity. It has reached a point now where it's just ridiculous multiples of median salary in many western countries.
I believe this why housing has been bid sky high and everyday people are struggling to own a home.
HODLing is a psychological battle with yourself. How much pain and scorn can you handle from the normie world? What is your pain tolerance for sustaining your HODLer conviction through big 50% or even 80% drawdowns?
Are you willing to think independently and ignore TradFi influencers who preach about being allocated to govt bonds or stock indexes or trying to be a property mogul?
If you do it correctly, you are richly rewarded for HODLing over time - both financially and mentally. If you do it poorly, you risk selling during the drawdowns or hard times.
I'm not talking about the 'difference' between spending or selling, I'm talking about the people who lose faith altogether and sell their Bitcoin to go back to fiat investment (or not investing at all)
When it comes to nostr and getting attacked or censored by the state, surely the state would prefer to go after 'offending' freedom relays before they go for apps?
Maybe it'd end up like how the pirate bay kept resurrecting to different mirrors, servers and countries?
HODLing and using Bitcoin can be a strange path to follow. At first, you want to try and 'save people'.
Then after a while, you realise you can't save them because lots of people don't want to be saved.
Help the people who are willing to listen, and be patient about it.
Sure, but depending on the programming that person has received, they might have bought the "corporate greed" line or something else. Takes work to undo the statism...
Coldcard Q and nunchuk on your phone is pretty easy. You just need the Q and some batteries, and the rest can be done with QR.
I could probably do a video tutorial on this if there's interest.
"Liquid is not that different than a fedimint or an ark. All of these solutions are trying to share the cost of a UTXO." - @Roy from @Breez_tech explains some similarities and differences between Liquid, Fedimint and Ark
https://m.primal.net/KbtW.mp4
my latest episode with Philipp Bagus on Full Reserve Banking vs the "Real Bills" doctrine of Juan Ramon Rallo. We also touch on full reserve in a bitcoin world, and his thoughts on Milei in Argentina.
I think understanding the full reserve question will be important for the development of the bitcoin ecosystem so make sure to tune in and understand what it's about.
https://stephanlivera.com/episode/600/
It's insane to me how bald-faced the lies from Macron are. He claims to support free expression, but apparently for him this includes coercing software devs and entrepreneurs to help the state spy on people or control what may be posted?
Why are some bitcoin blocks empty? Orange Surf from the mempool space team joins me to explain his recent research report on this topic. We discuss:
Why do empty blocks happen?
Comparing empty block rates across mining pools
Firmware and config differences
https://stephanlivera.com/episode/588/
Oddbean new post about login | logout
Notes by stephanlivera | export