Unchained
Unchained
  • Видео 229
  • Просмотров 1 299 479
Everything you know about MicroStrategy is wrong with Brian Brookshire
In this episode, Brian Brookshire provides a comprehensive analysis of MicroStrategy’s bitcoin acquisition strategy. He begins with his background in fintech product marketing, including experiences at Stanford and in Asia. Brian explores MicroStrategy's use of convertible debt to accumulate more bitcoin per share, evaluating the marginal returns and looking back at the NAV discount in 2022. He discusses the risks of MicroStrategy as a bitcoin yield vehicle, potential new products, and future acquisitions. The conversation compares spot bitcoin to MSTR and considers whether other companies will soon follow MicroStrategy's lead. Last, Brian dives into his perspective on the stock-to-flow a...
Просмотров: 3 872

Видео

Bitcoin is becoming a coiled spring with Nik Bhatia
Просмотров 6 тыс.День назад
In this episode, Nik Bhatia provides a comprehensive analysis of current market conditions, starting with an overview of the macroeconomic landscape and its implications for various assets, including bitcoin. He explores bitcoin's potential performance under different macro scenarios and examines whether broken monetary systems actually hinder bitcoin adoption. The discussion extends to global ...
Bitcoin is valuable because it’s censorship resistant with Andrew Bailey
Просмотров 55714 дней назад
In this episode, Andrew Bailey, author of Resistance Money, explores the philosophical foundations of bitcoin and its role as resistance money. He discusses the need for resistance in today's socio-economic landscape, who benefits from it, and why he wrote another bitcoin book. Andrew argues for bitcoin's adoption based on more widely held beliefs and examines its value in a censorship-free wor...
Why Olympic athletes need bitcoin with Jeremy HK Nova
Просмотров 29921 день назад
In this episode, former 12x USA national mountain bike champion and Olympian Jeremy HK Nova shares his journey from the trails to bitcoin. He reflects on life lessons, proud achievements, and the evolution of mountain biking globally and in the US. Jeremy discusses his transition from professional racing, discovering bitcoin, and his interest in macroeconomics. He explains why he sold his renta...
Sound money, bitcoin, and gold on Wall Street with Ray Kamrath
Просмотров 1,1 тыс.Месяц назад
In this episode, Ray Kamrath, Chief Commercial Officer of Bakkt, shares his journey from Wall Street to embracing bitcoin. Starting with a light-hearted recount of riding scooters and breaking his arm in Austin, Ray narrates his first encounter with bitcoin and the concept of sound money. He contrasts gold and bitcoin, explains his decision to join Bakkt, and he explores the potential for an in...
Onboarding the world to the Lightning Network with David Marcus
Просмотров 2,5 тыс.Месяц назад
In this episode, David Marcus, CEO and co-founder of Lightspark, discusses his journey from Facebook to bitcoin and the challenges of integrating Lightning at Coinbase. He explores the pace of bitcoin adoption, differentiates between custodial and non-custodial Lightning services, and addresses the market for goods transactable only over the Lightning network. The conversation also touches on t...
University of Austin launches first bitcoin endowment fund
Просмотров 159Месяц назад
On May 30th, 2024, Unchained and the University of Austin launched the first university bitcoin endowment fund. Listen to Joe Kelly, CEO of Unchained, and Maggie Kelly, Communications Manager at UATX, talk about the importance of funding a university endowment with bitcoin.
Bitcoin's strategic value for America with Alex Thorn
Просмотров 2,2 тыс.Месяц назад
In this episode, Alex Thorn, Head of Research at Galaxy, explores the implications of states attacking bitcoin and discusses how the U.S. can support bitcoin. He analyzes potential catalysts for the U.S. government buying bitcoin and questions if Nvidia and mega-cap tech are in a bubble. The conversation covers bitcoin’s stability and volatility, the prospect of MicroStrategy in the S&P 500, an...
Bitcoin as a disruptor to the current monetary system-Dhruv Bansal & Dylan LeClair
Просмотров 2,7 тыс.Месяц назад
In Los Angeles on April 4th, 2024, Dylan LeClair and Dhruv Bansal sat down to discuss bitcoin as a disruptor to the current monetary system. This event was held exclusively for Unchained Signature clients. unchained.com/signature?RUclips&Dhruv_Dylan
Bitcoin Brainstorm Fireside Chat with Cathie Wood, CEO of ARK Invest and Rod Roudi of Bitcoin Park
Просмотров 2,4 тыс.Месяц назад
At the Unchained and Bakkt Consensus 2024 Happy hour hosted at the Bitcoin Commons, Cathie Wood, CEO of ARK Invest, and Rod Roudi, co-founder of Bitcoin Park had a discussion about Cathie's journey to understanding bitcoin, where she sees the biggest opportunities in the future, and how this emerging asset class is changing the investment landscape. Sign up for Unchained Signature to be first o...
Understanding the perfect scarcity of bitcoin with HODL Waves pioneer John Ratcliff
Просмотров 1,7 тыс.Месяц назад
In this episode, John Ratcliff, a bitcoin blockchain analytics pioneer and early bitcoin adopter since 2013, explores the extremity of bitcoin scarcity. John shares his extensive background as a game developer and how he initially began to understand bitcoin. He discusses the similarities between early game development and bitcoin's block size limit, as well as the interesting connection betwee...
Using an Unchained vault with Caravan, Sparrow, and Electrum
Просмотров 885Месяц назад
Follow along as Unchained's VP of Product Marketing Phil Geiger shows how to recover an Unchained vault with Caravan, Sparrow, and Electrum. For help keeping your bitcoin secure, visit: unchained.com/concierge? Learn more about Unchained vaults: unchained.com/vaults?
Unchained & UATX launch first bitcoin endowment fund
Просмотров 162Месяц назад
In a groundbreaking partnership, Unchained and the University of Austin are launching the first long-term endowment fund held in bitcoin. Learn more: unchained.com/uatx?
AI, AGI, and bitcoin: unleashing human abundance with Christopher David
Просмотров 7122 месяца назад
In this episode, Christopher David, a self-taught software engineer with two decades of experience, dives into the future of AI and bitcoin. Christopher offers his expert analysis on OpenAI's GPT-4o model release, the evolving dynamics between humans and AI, and the pivotal question of whether AI will replace or create millions of jobs. He also examines the future landscape of closed-source ver...
How to win fork wars and bitcoin’s total potential market with Bitstein
Просмотров 9552 месяца назад
In this episode, Bitstein discusses critical aspects of bitcoin's history. We begin with an analysis of the 2015-2017 blocksize war and its implications. Bitstein offers insights on potential future bitcoin fork wars and whether he would ever support any future hard forks. We explore bitcoin's antifragility and why institutions like the Mises Institute haven't fully embraced it. Bitstein also o...
Why bitcoin and bitcoin mining are good for Texas with Jamie McAvity from Cormint
Просмотров 4432 месяца назад
Why bitcoin and bitcoin mining are good for Texas with Jamie McAvity from Cormint
Building a mining infrastructure company on bitcoin with Matt Lohstroh
Просмотров 2222 месяца назад
Building a mining infrastructure company on bitcoin with Matt Lohstroh
Building an engineering school on the bitcoin standard with Lisa Neigut
Просмотров 6612 месяца назад
Building an engineering school on the bitcoin standard with Lisa Neigut
Building a media company on bitcoin with Marty Bent
Просмотров 5042 месяца назад
Building a media company on bitcoin with Marty Bent
How to hold bitcoin for 1,000+ years with Matt McClintock
Просмотров 3,7 тыс.2 месяца назад
How to hold bitcoin for 1,000 years with Matt McClintock
Evolution of life, fiat, and bitcoin financial services with Joe Kelly
Просмотров 6192 месяца назад
Evolution of life, fiat, and bitcoin financial services with Joe Kelly
Exponential growth, power laws, and bitcoin portfolio management with Dr. Jeff Ross
Просмотров 20 тыс.2 месяца назад
Exponential growth, power laws, and bitcoin portfolio management with Dr. Jeff Ross
Coldcard Q: Unboxing and setup
Просмотров 3,9 тыс.2 месяца назад
Coldcard Q: Unboxing and setup
Investing under a bitcoin standard with Grant Gilliam from Ten31
Просмотров 4752 месяца назад
Investing under a bitcoin standard with Grant Gilliam from Ten31
Bitcoin skepticism with Micah Warren
Просмотров 1,3 тыс.2 месяца назад
Bitcoin skepticism with Micah Warren
Bitcoin payments with John Magill from Zaprite
Просмотров 4043 месяца назад
Bitcoin payments with John Magill from Zaprite
What are the core values of a company built to serve the long-term bitcoin holder for generations?
Просмотров 4193 месяца назад
What are the core values of a company built to serve the long-term bitcoin holder for generations?
Reimagining bitcoin hardware wallets with SeedSigner
Просмотров 1,6 тыс.3 месяца назад
Reimagining bitcoin hardware wallets with SeedSigner
Advancing bitcoin development, funding, and education with Steve Lee from Spiral
Просмотров 4223 месяца назад
Advancing bitcoin development, funding, and education with Steve Lee from Spiral
Modeling the price of bitcoin with Fred Krueger
Просмотров 11 тыс.3 месяца назад
Modeling the price of bitcoin with Fred Krueger

Комментарии

  • @neocitadel
    @neocitadel День назад

    How can you say... i own gold.... but people shouldnt buy gold. IT IS ONE OR THE OTHER.

  • @leleco0568
    @leleco0568 День назад

    I bought this piece of shit and it's simply useless, the NFC doesn't work and the transactions don't complete, it gives an error and doesn't go. Bad advice, I ended up with a very expensive paperweight

  • @bbygrl09m
    @bbygrl09m 2 дня назад

    Wow, just watched an eye-opening analysis of Bitcoin's latest price twists. It's amazing to see the impact of funding rates, media hype, and big players' actions on the market. This crypto journey is full of surprises, and insights like these are invaluable. It really highlights the power of technical analysis in navigating these waters. For anyone on the fence, now's a thrilling time to dive in and potentially ride the wave to success. The market's complexities are surprising now, but also full of opportunities for the savvy investor...At the heart of this evolution is Rafa Manuel , whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....

    • @bbygrl09m
      @bbygrl09m 2 дня назад

      HE'S MOSTLY ON TELEGRAMS, USING THE USERNAME...

    • @bbygrl09m
      @bbygrl09m 2 дня назад

      @Rafamanuel

    • @LisaThiele-ev8uj
      @LisaThiele-ev8uj 2 дня назад

      I'm from Canada ! I and two other of my friends tried him immediately we testified his wonderful performance

    • @xxhentaihaevenxx493
      @xxhentaihaevenxx493 2 дня назад

      Job will pay your bills, business will make you rich but investment makes and keeps you wealthy even till the future

    • @georgedecauste9837
      @georgedecauste9837 2 дня назад

      When someone is straight forward and good at what he or she does, people will always speak for them. To me I will say give Mr Rafa Manuel try and you will forever be happy that you did.

  • @julioeduardo05
    @julioeduardo05 2 дня назад

    Great video! Very well explained!

  • @joewollhower
    @joewollhower 3 дня назад

    Strange take. I would imagine almost everyone interested in MSTR already holds spot BTC.

  • @subliminal.criminal
    @subliminal.criminal 4 дня назад

    any thoughts on late 24 GAAP accounting changes? My understanding is MSTR assets/capital are going to explode when they mark to market but I'm only 75% on this.

    • @bitcoinoverflow
      @bitcoinoverflow 3 дня назад

      The biggest benefit I see is helping MSTR meet the eligibility criteria for S&P 500 inclusion. The accounting rule change doesn't materially change the fundamentals of the business, so I'm less optimistic about some of the wilder takes on it. I think a multiple to NAV blowout is more likely to come from a simultaneous gamma and short squeeze if BTC makes a big move up.

  • @Solo6R
    @Solo6R 4 дня назад

    I've had mine about a week now and absolutely love it. Very solid product. It's only my 2nd HW wallet and have never used the Mk.4 so I can't compare it to that. I switched from Tangem to Coldcard Q.

  • @user-it3ld2qe9l
    @user-it3ld2qe9l 4 дня назад

    A bit too much FUD.. Love Michael Saylor, he can't be denied. Buy MSTR!

  • @simonp6339
    @simonp6339 5 дней назад

    Very good explanations on the convertible debt and BTC per share, haven't seen someone explain it so well, thanks a lot! Also good point about Semler Scientific being the first non-crypto or finance related public company to adopt a BTC treasury. (Metaplanet doesn't really count afaik, it was a zombie hotel chain or something, but it was basically bought by the Bitcoin Magazine or a related company. That was also an interesting revelation, they were apparently simply searching for a zombie pubco to try the BTC treasury strategy on)

  • @tommydOU
    @tommydOU 5 дней назад

    Why sit on interview for a month? Not cool man

  • @greggorywilson2765
    @greggorywilson2765 5 дней назад

    Thank you Brian. I have an MSTR position and it's always nice to hear discussion on it. I think I may heard about Selmer Scientific but now I'm more curious how that plays out...

    • @simonp6339
      @simonp6339 5 дней назад

      Semler, yeah. For a short time, it made waves on X/Twitter for being one of the first public companies to adopt a BTC treasury strategy (after MicroStrategy and Metaplanet). And it's especially nice that they're a real health care business, not some financial or crypto company for whom it might be a natural step. Their stock has also been doing quite well since then. Oh and they have a very successful OG fund manager on the board (Eric Semler), who I think helped initiate the strategy, at least there's a good interview with him about it on RUclips.

  • @JoeBurnett27
    @JoeBurnett27 5 дней назад

    Thanks for coming on Brian!

    • @bitcoinoverflow
      @bitcoinoverflow 5 дней назад

      Pleasure to be on the show! Thanks for having me.

  • @unchainedbtc
    @unchainedbtc 5 дней назад

    If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

  • @Kukulkan_Tours
    @Kukulkan_Tours 9 дней назад

    How do you send and receive?

  • @Killahertz893
    @Killahertz893 10 дней назад

    Is the Bitcoin only version of the Trezor just a skin. Or is it actually different from a normal Trezor that just has the Bitcoin only firmware?

  • @puravida1159
    @puravida1159 10 дней назад

    Thanks for this wonderful interview Nik is always insightful and informative. His delivery is impeccable. And I love Unchained. I am a happy customer. However when he started talking about America and some ethereal upcoming greatness or resurgence. I just don't see it. And I am an American. That sadly understands. There is nothing coming to save America and return it to some kind of greatness. Killing, maiming, torturing, impoverishing countries, overthrowing countries, starting wars, around the world. Is there some kind of plan to make this happen? Is there some special person or movement in America that is going to turn this massive misguided ship around? I don't see it. And it isn't going to just happen on its own. Not with our history of suffering and malfeasance around the world. It gives me no pleasure in saying this. But I see only worse to come. Bitcoin is truly the lifeboat. The lifeboat pulling away from this massive sinking ship of fools and victims. You guys look at Bitcoin in a very realistic and analytical way. I hope you will do the same with the world we live in.

  • @tonequin4562
    @tonequin4562 11 дней назад

    Nick👍🏽💪🏽👊🏽

  • @chrisbowman3254
    @chrisbowman3254 11 дней назад

    i appreciate the frontier moments nice summaries

  • @user-nu5ww1el4q
    @user-nu5ww1el4q 11 дней назад

    You are legend

  • @user-nu5ww1el4q
    @user-nu5ww1el4q 11 дней назад

    Thanks you Nik!

  • @Luke-cj7gz
    @Luke-cj7gz 11 дней назад

    You don't need to keep breaking to re-explain what the interviewee is saying...

  • @greggorywilson2765
    @greggorywilson2765 11 дней назад

    Thank you. Nik is awesome. I'm listening Nik!

  • @MrPiffle
    @MrPiffle 11 дней назад

    The flashing back and forth to the interviewer is super annoying.

  • @bitSimple
    @bitSimple 11 дней назад

    Great episode the bitcoin layer is essential reading and Nik is the best educator in the bitcoin universe would have gone to himn in Sydney but was stacking sats and every sat counts as we are in the discount window still.....

  • @therealnewspaper
    @therealnewspaper 11 дней назад

    BSV is Bitcoin .... BTC is an on-going on-chain attack to the Bitcoin network! Dont get psyoped!!! RBF isnt Bitcoin.... 1mb ... ISNT BITCOIN! ... bankers made the FEE market and want to kill instant trustless frictionless peer to peer digital CASH! not gold .... CASH!!!! BTC IS A PSYOP - BSV IS BITCOIN!

  • @_-Wade-_
    @_-Wade-_ 11 дней назад

    There's a lot of problems with political assasins...

  • @karlmcglue9946
    @karlmcglue9946 12 дней назад

    Not near ATH LOL

  • @mmcrypto2403
    @mmcrypto2403 12 дней назад

    I never miss the opportunity you told us to shock cryptos and invest with the best experience. that crypto is the future I'm so glad to own 34k

    • @RichmaxPetal
      @RichmaxPetal 12 дней назад

      I have no experience about cryptocurrency and am ready to learn & invest I more consign to proceed it up to the next level

    • @RichmaxPetal
      @RichmaxPetal 12 дней назад

      since they have been looking for who will help me out on it?...

    • @user-if8tq8tf3p
      @user-if8tq8tf3p 12 дней назад

      All thanks to JULIANA HADAS Platform

    • @user-if8tq8tf3p
      @user-if8tq8tf3p 12 дней назад

      I joined the club and now I can afford all my lost

    • @MiquizRizy
      @MiquizRizy 12 дней назад

      Goodness gracious I'm so excited Seeing Ms. Juliana Hadas been Mentioned here also. Didn't know she has been good to other people too, this is wonderful because I also started with a RUclips referral like this.

  • @P__114
    @P__114 12 дней назад

    This reminds me of 2021. Every influencer promising you higher prices while they dump on you. Be careful, folks.

  • @JoeBurnett27
    @JoeBurnett27 12 дней назад

    Nik is a legend. Thanks for coming on the show Nik!

  • @unchainedbtc
    @unchainedbtc 12 дней назад

    If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

  • @trevormantshoane8026
    @trevormantshoane8026 14 дней назад

    He saw it coming

  • @JoeBurnett27
    @JoeBurnett27 18 дней назад

    Andrew is good for bitcoin.

  • @hickmantaylor02
    @hickmantaylor02 19 дней назад

    I didn’t expect to hear the best explanation of censorship resistance money on the internet!! These two had a great conversation‼️

  • @wassouf.wassef
    @wassouf.wassef 19 дней назад

    But it's going down

  • @unchainedbtc
    @unchainedbtc 19 дней назад

    If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

  • @sTRoUsto
    @sTRoUsto 21 день назад

    Fantastic presentation

  • @mudewitz
    @mudewitz 22 дня назад

    Silly #Bitcoin, the value depends on the price per #Satoshi or "SAT" and there are 100,000,000 or 100 million of them per Bitcoin. So there are many sats, exactly 21 million x 100 million or 2.1 x 10^15 satoshis. That is a big number. At $60,000 per Bitcoin each satoshi is worth $0.0006. When each satoshi is worth $0.01 or 1 cent then there would have been 16X growth or sixteen times growth from the $60,000 value today. So that would put a $960,000 or close to $1 million value of 1 Bitcoin. Then they will wait for the $1.00 satoshi value or $100,000,000 Bitcoin.

  • @coachwesbball
    @coachwesbball 24 дня назад

    Excellent!

  • @KirbyLarry
    @KirbyLarry 25 дней назад

    First!! I appreciate the Unchained Platform. Multisig is the only way to go.

  • @unchainedbtc
    @unchainedbtc 26 дней назад

    If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

  • @psalmseasytoplayandsingfor3637
    @psalmseasytoplayandsingfor3637 27 дней назад

    Good overview

  • @successbuilder27
    @successbuilder27 27 дней назад

    Genius!

  • @Securethemsats
    @Securethemsats Месяц назад

    This guys voice sounds like Eric Weiss

  • @Ducotevision
    @Ducotevision Месяц назад

    Coming from 2016…. Bakkt has a terrible reputation inside the Bitcoin and crypto community.

    • @ADL1998-
      @ADL1998- Месяц назад

      How come?

    • @Ducotevision
      @Ducotevision Месяц назад

      @@ADL1998- I would say you’d had to be apart of the unveiling and expectations that Bakkt promised and placed on themselves then quickly launched and it was a nothing burger… they had an app and now it’s gone… but overall they just failed to deliver and was our first taste of the “institutional wave” that completely missed and miss understood the space.

  • @TheBitcoinBlock
    @TheBitcoinBlock Месяц назад

    Gold is a worthless shiny rock. Idolatry.

    • @Ducotevision
      @Ducotevision Месяц назад

      It’s not and you’re naïve to think that it’s worthless… in apocalyptic or global disaster our “internet money” will be worthless. Gold will be gold like it has since the beginning of time… meaning it will always have value… relative

    • @TheBitcoinBlock
      @TheBitcoinBlock Месяц назад

      @@Ducotevision Gold not scarce. Not desirable. An ancient religion proven defective. After apocalypse, gold will get you killed, Bitcoin will get you respect. Can’t steal Bitcoin. Can’t seize it from a corpse.

    • @TheBitcoinBlock
      @TheBitcoinBlock Месяц назад

      @@Ducotevision Gold is not scarce or desirable. Infinite amounts of gold in the universe. Gold is hard to store, hard to transport, an incentive for violence. Gold will get you killed. After a cataclysm, Bitcoin will get you respect, allies, and anything else you need. It’s a network protocol for peaceful warriors. Gold will show you to be a selfish, loser, who is unworthy of community. A descendent of Caine. Bitcoin can’t be seized by force. It’s mobile. It can’t be counterfeited. It doesn’t make you a target. Bitcoin crosses all borders with ease, and Bitcoin can be moved without the internet. Bitcoin. Ammunition. Toilet paper. Seeds. This is value after apocalypse. Gold would be dead weight.

  • @unchainedbtc
    @unchainedbtc Месяц назад

    Turn your family into bitcoin legends with Unchained Signature, our exclusive private client experience: unchained.com/signature?

  • @seedor_io
    @seedor_io Месяц назад

    Brilliant and very funny guy

  • @terrywilemon3696
    @terrywilemon3696 Месяц назад

    This is not explained very well and moves too quickly with a tone in his voice that is too matter of fact as if any idiot can do this.