Épisodes

  • Do we need Bitcoin in the coming age of super abundance?
    Feb 19 2026

    In this conversation, Pascal Huegli and Joe Burnett discuss the implications of Bitcoin in a future characterized by technological abundance and deflation. He explores the unique properties of Bitcoin as a scarce asset, the dynamics of Bitcoin treasury strategies, and the impact of AI on traditional asset valuations. The discussion also delves into the potential for Bitcoin to serve as a hedge against inflation and the evolving role of money in an increasingly abundant world.

    Chapters:
    00:00 Intro
    02:05 The Future of Abundance and Bitcoin
    02:56 Bitcoin Treasury Strategies and Market Dynamics
    06:04 The Role of Technology in Asset Valuation
    08:54 Understanding Bitcoin's Growth Potential
    11:57 The Concept of Amplified Bitcoin
    14:57 Market Dynamics and Premiums in Bitcoin Treasury Companies
    18:03 Speculation vs. Value in Bitcoin
    21:06 The Efficient Market Hypothesis and Bitcoin
    23:57 The Singularity and AI's Impact on Economics
    26:50 Technology Deflation and Traditional Assets
    29:42 The Scarcity of Bitcoin in an Abundant World
    32:45 The Future of Money and Savings
    36:03The Role of Intelligence in Economic Structures
    38:48 Monetary Policy and Inflation Dynamics
    41:57 The Interplay of AI and Bitcoin
    45:11 Conclusion and Future Outlook

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    Bitcoin Book 👇
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    #Bitcoin, #technologydeflation, #abundance, #assetvaluation, #monetarypolicy, #AI, #investmentstrategies, #Bitcointreasury, #marketdynamics, #economictheories #JoeBurnett

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    48 min
  • This Is How Low Bitcoin Could Fall (Not What You Think)
    Feb 12 2026

    In this conversation, Pascal Huegli and On-Chain Mind delve into the current state of the Bitcoin market, discussing trends, predictions, and the importance of on-chain analysis. They explore the challenges of timing the market, the significance of capitulation events, and the dynamics between long-term and short-term holders. The discussion emphasizes the use of various indicators and metrics to assess market conditions and make informed investment decisions. Overall, the conversation provides valuable insights into navigating the complexities of the crypto market.

    Chapters:

    00:00 Intro

    01:35 Market Trends and Predictions

    04:58 Introduction to OnChainMind and Background

    09:50 Market Timing and Trading Strategies

    14:57 Capitulation Events and Market Bottoms

    19:55 Indicators and Metrics for Analysis

    24:57 Long-term vs Short-term Holder Dynamics

    29:46 Final Thoughts and Future Outlook

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    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

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    #Bitcoin, #cryptomarket, #OnChainMind, #marketanalysis, #tradingstrategies, #capitulationevents, #indicators, #longtermholders, #markettrends, #investmentstrategies

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    54 min
  • You’ve Been Lied To About the Bitcoin Standard
    Feb 5 2026

    In this conversation, Pascal Huegli and Lawrence White discuss the evolution of monetary systems, comparing gold and Bitcoin as potential standards. They explore the historical context of money, the role of the state in its creation, and the implications of fiat money. White emphasizes the differences between gold and Bitcoin, particularly in terms of supply elasticity and purchasing power stability. He also addresses the risks associated with fiat money and the potential for a Bitcoin banking system to mitigate volatility.

    Chapters:

    00:00 Intro

    01:13 The Monetary Debate: Gold vs. Bitcoin

    02:47 Understanding Money: Chartalism vs. Market-Based Views

    05:50 The Evolution of Money: From Barter to Standardization

    08:50 The Role of the State in Money Creation

    11:44 Fiat Money: Characteristics and Implications

    14:42 Gold Standard vs. Fiat Standard: A Comparative Analysis

    17:56 The Predictability of Gold vs. Fiat Money

    20:50 Inflation and Default Risks in Monetary Systems

    24:05 The Future of Bitcoin: Volatility and Medium of Exchange

    26:37 The Case for a Bitcoin Banking System

    29:38 Conclusion: The Future of Money and Monetary Standards

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    Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️

    https://substack.com/@lessnoisemoresignal

    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

    Thank you for subscribing to our channel! We’re excited to have you with us!

    #monetarytheory, #goldstandard, #Bitcoin, #fiatmoney, #inflation, #economichistory, #cryptocurrency, #freebanking, #monetarypolicy, #financialsystems

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    59 min
  • AI Agents Sound Smart. Are They Actually Useful?
    Jan 29 2026

    In this conversation, Pascal Huegli and Iva Avi discuss Moldbot, an advanced AI agent with persistent memory and various capabilities. They explore its technology, security risks, and the future of AI agents, particularly their integration with blockchain technology. The discussion emphasizes the importance of understanding the setup and security measures necessary for using AI agents effectively.

    Chapters:

    00:00 Intro

    01:04 Understanding the Technology Behind Moldbot

    20:01 Security Risks and Precautions with AI Agents

    29:45 The Future of AI Agents and Their Integration with Blockchain

    39:40 Conclusion and Final Thoughts on AI Agents

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    Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

    https://bitbox.swiss/lnms

    BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥

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    Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️

    https://substack.com/@lessnoisemoresignal

    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

    Thank you for subscribing to our channel! We’re excited to have you with us!

    #Moldbot, #AIagents, #blockchain, #security, #technology, #automation, #digitalassets, #persistentmemory, #Web3, #agenticAI

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    1 h et 4 min
  • Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)
    Jan 22 2026

    In this conversation, Pascal Huegli, Michael Howell and Capital Flows discuss the current state of market liquidity, the significance of cross-border capital flows, and the impact of central banks on economic conditions. They explore Japan's economic strategies, China's monetary policy, and the future of Bitcoin in relation to liquidity dynamics. The discussion also touches on market trends, investment strategies, and the potential for a Goldilocks scenario in the economy.

    Chapters:

    00:00 Intro

    01:34 Market Liquidity and Economic Outlook

    03:03 The Importance of Cross-Border Capital Flows

    05:56 Understanding Risk and Capital Flow Dynamics

    08:47 The Role of Central Banks in Liquidity

    11:45 Japan's Economic Strategy and Currency Dynamics

    14:55 China's Monetary Policy and Global Impact

    18:03 The Future of Bitcoin in a Changing Market

    20:56 Evaluating Market Trends and Investment Strategies

    23:49 The Goldilocks Scenario: Possibilities and Risks

    27:09 Final Thoughts on Market Predictions

    Check out our sponsors👇

    https://mining.blockwaresolutions.com/lnms

    Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

    https://bitbox.swiss/lnms

    BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥

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    Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️

    https://substack.com/@lessnoisemoresignal

    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

    Thank you for subscribing to our channel! We’re excited to have you with us!

    #liquidity, #capitalflows, #centralbanks, #Japan, #China, #Bitcoin, #markettrends, #investmentstrategies, #economicoutlook, #Goldilocksscenario

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    1 h et 2 min
  • Why your money gets debased hard in 2026 (w/ Vincent Deluard)
    Jan 15 2026

    In this conversation, Pascal Huegli and Vincent Deluard, a director of global macro strategy at StoneX, shares their insights on the current economic landscape, particularly focusing on inflation, asset allocation, and the implications of political pressures on the Federal Reserve. Deluard argues that inflation has not disappeared and discusses the potential for fiscal measures, such as 'Trump checks', to influence the economy. He emphasizes the importance of gold and Bitcoin as protective assets against inflation and financial repression, while also critiquing the reliability of consumer price index (CPI) data. The conversation delves into the complexities of the labor market, the political dynamics affecting monetary policy, and the historical context of central bank independence. Deluard also explores the recent trends in gold and Bitcoin investments, highlighting the central banks' increasing purchases of gold as a response to geopolitical tensions and the perceived instability of the dollar. He suggests that investors should consider a diversified approach, balancing traditional assets with cryptocurrencies, while remaining cautious of the potential for inflationary pressures to resurface. The episode concludes with a discussion on the evolving nature of state capitalism in the U.S. and its implications for market positioning.

    Chapters:

    00:00 Intro

    01:04 Introduction to Inflation and Economic Outlook

    06:29 The Role of Gold and Bitcoin in Inflationary Times

    10:21 Central Bank Independence and Political Pressures

    19:28 Government Spending and Market Dynamics

    32:20 Investing Strategies in an Inflationary Environment

    46:29 Global Macro Perspectives and Political Dynamics

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    Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

    https://bitbox.swiss/lnms

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    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283


    Thank you for subscribing to our channel! We’re excited to have you with us!

    #inflation, #gold, #Bitcoin, #FederalReserve, #assetallocation, #macrostrategy, #Trumpchecks, #centralbankindependence, #economiclandscape, #financialrepression

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    53 min
  • The Fed will have to raise rates soon (w/ Danny Dayan)
    Jan 8 2026

    In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trading.

    Chapters:

    00:00 Intro

    01:11 The Fed's Inflation Dilemma

    04:39 Geopolitical Dynamics and Market Implications

    12:25 The Political Economy of Market Reactions

    16:04 Inflation: Causes and Consequences

    20:22 Navigating Financial Conditions and Economic Growth

    31:19 Labor Market Trends and Economic Parallels

    49:45 Cyclical Dynamics and Market Opportunities

    01:01:16 Global Market Perspectives and Crypto Insights

    Check out our sponsors👇

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    Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

    https://bitbox.swiss/lnms

    BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥

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    Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️

    https://substack.com/@lessnoisemoresignal

    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

    Thank you for subscribing to our channel! We’re excited to have you with us!

    #inflation, #FederalReserve, #geopoliticaldynamics, #marketimplications, #economicgrowth, #labormarket, #cyclicaldynamics, #globalmarkets, #cryptocurrency, #investment strategies, #cryptopodcast #cryptocoach

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    1 h et 16 min
  • Macro is very constructive moving into 2026 (w/ Ram Ahluwalia)
    Jan 1 2026

    In this conversation, Pascal Huegli and Ram Ahluwalia discuss the current macroeconomic landscape, describing it as a Goldilocks economy with constructive conditions for risk assets. They delve into the dynamics of Bitcoin as an attention and momentum asset, the implications of fiscal dominance, and the relationship between trade deficits and capital flows. Ahluwalia highlights opportunities in emerging markets, the impact of AI on productivity, and the potential risks associated with the AI bubble. He also addresses Bitcoin's current struggles and the promise of tokenization in transforming finance.

    Chapters:

    00:00 Intro

    00:58 The Goldilocks Economy

    03:09 Bitcoin: An Attention Asset

    05:55 Fiscal Dominance and Government Spending

    08:50 Trade Deficits and Capital Flows

    11:57 Emerging Markets: Opportunities Ahead

    14:42 AI and Productivity Growth

    17:42 The AI Bubble: Risks and Opportunities

    21:05 Bitcoin's Current Struggles

    23:49 Tokenization: The Future of Finance

    Check out our sponsors👇

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    https://bitbox.swiss/lnms

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    https://substack.com/@lessnoisemoresignal

    Bitcoin Book 👇

    Order from Europe: https://www.amazon.de/dp/1967693013

    Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

    Thank you for subscribing to our channel! We’re excited to have you with us!

    #GoldilocksEconomy, #Bitcoin, #AttentionAsset, #fiscaldominance, #tradedeficits, #emergingmarkets, #AI, #productivitygrowth, #tokenization, #crypto

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    57 min