Bitcoin Season 2 | Blockspace Media

Erin Redwing, Bitcoin astrologer and former astronomer, joins us to talk about eclipse season chaos, Saturn returns for millennials, why 2026 marks the Age of Aquarius, and Bitcoin's astrological DNA from its 2008 Saturn-Uranus opposition birth. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • Bitcoin hit $18K on winter solstice 2020 • Saturn returns happen ages 27-30 • Eclipse seasons occur every 6 months   • 2026 starts new astrological era • Bitcoin created during planetary opposition • Pluto in Aquarius until 2044 Timestamps: 00:00 Start 01:35 Astronomy background 03:37 Erin predicts the 2025 Spring sell-off 05:55 Eclipse Season 12:48 Positive outlook 16:52 Cleanspark 18:11 Themes for the next era? 22:18 Saturn return 26:12 Saturn return applies to everyone 30:19 Bitcoin & Saturn 32:56 Price up or down? 42:47 Bitcoin culture right now - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into the wild story of how Nepal's government was overthrown using Jack Dorsey's BitChat mesh network app and Discord polls. From social media bans sparking protests to Zoomers coordinating via Bluetooth networks, this episode explores the intersection of crypto technology and political revolution. Plus, Charlie Kirk's thoughts on Bitcoin strategic reserves. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • BitChat downloads jumped from 3K to 50K in one day • 48,000 Nepal downloads = 38% of total installs • 26 social media platforms banned Sept 4th • Bluetooth mesh network max range ~30 meters • Charlie Kirk supports US Bitcoin reserve • Discord poll selected interim leadership Timestamps 00:00 Start 00:25 Citizens rebel in Nepal 03:44 BitChat 05:08 Nepal backstory 06:18 BitChat to the rescue 11:41 Discord voting 21:26 Hot topic of week - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Flashnet CEO Ethan Marcus joins us to discuss Bitcoin & markets. We chat the challenges of stablecoins, and how Spark’s signing protocol offers a fast, cheap alternative to Lightning. He also shares candid lessons from a $300 k load test and his vision for Bitcoin‑native finance.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes: Coinbase charges ~70 bps per trade. Spark handled $300 k in 9 min during beta. Bitcoin spot volume ≈ $20‑30 trillion yr. Lightning’s fee‑free stablecoin rollout deemed “disaster”. Spark’s operator model uses threshold signatures. Braille’s USD‑BTC stablecoin launches on Spark.Timestamps:00:00 Start01:52 Is Flashnet crypto or fintech?02:23 What is Spark?03:25 Role of the Operator05:06 Like a State Chain but different06:50 Spark idea origins08:54 Flashnet11:08 Why not build on Lightning?12:16 Hyperliquid15:00 How does Spark fit into BTC scaling?16:30 Why use a DEX?18:38 Evolution of on-chain exchanges20:35 Braille & stablecoins21:58 RGB & other protocols24:15 Park launch troubles26:16 Degens lend a helping hand28:08 Corporate chains30:21 Single sequencer = server32:09 Zero Day33:08 Innovations in BTC-👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!Enjoy the show? Check out our website and newsletter by clicking here.Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

We dive into the “filter debate,” dissecting why some Bitcoin purists are demanding JPEG‑free blocks and why their efforts are futile, but harmful to the bitcoin network. Fee economics, block‑size limits, real‑world examples, and the clash between censorship resistance and arbitrary data. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes:     Block size capped ~4 MB (~250 GB/yr)     $600 M+ spent on ordinal fees     Knots rose from 5 % to 18 %     30/25 000 nodes filtered in early test     100 % filtered nodes still ineffective     Fee market drives transaction inclusion Timestamps: 00:00 Start 02:54 Letter Analogy 05:40 Nations censoring transactions 07:16 Spam 16:16 JPEGS 18:03 Block size 19:12 Death to JPEGS 20:32 IBD (initial block download) 26:11 But we are filtering X transactions! 27:24 First principles 34:36 Oh Luke... so disappointing.. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MSTR outperformed Mag 7 every day for a year • Traditional PE ratios don't work for BTC cos • MicroStrategy: $500M revenue, $75M profit • Fixed income markets worth $4 trillion • Many treasury cos trade below NAV • Bitcoin gains counted as revenue now Timestamps 00:00 Start 01:17 Conference & podcast 03:01 MSTR price lag 05:20 Market outlook 06:55 Why BTC treasury companies? 09:30 Comparing companies 15:03 Bearish BTC miners? 18:34 Future of treasury companies 22:20 Winner take most or all? 23:27 Attracting capital 26:23 Bitmex Report 28:56 Conference highlights 32:55 Wrap up - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Colin & Charlie joins us to unpack the UAE’s secret $700 million Bitcoin mining operation, the US government’s bold move to publish macro data on-chain through Chainlink, and Tether’s planned launch on the RGB layer‑2. We also explore nation‑state mining strategies and the quirky characters behind RGB. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes:     UAE mine valued at $700 M BTC     Citadel (UAE) operating the mine     US gov posting data on multiple blockchains     Chainlink oracle used for Bitcoin L2 Botanics     Tether targeting RGB (still pre‑v1)     Bhutan holds 12k BTC ($1.3 B) Timestamps: 00:00 Start 00:21 UAE mining BTC 05:55 US data on-chain 11:03 Tether coming back to BTC - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Satsie joins us to talk about Bitcoin privacy fundamentals. We cover why Bitcoin isn't anonymous, essential privacy practices like avoiding address reuse and hardware wallet shipping risks, the importance of running your own node, and advanced tools like PayJoin transaction batching and silent payments for enhanced on-chain privacy. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin requires KYC through exchanges • Address reuse is "really, really bad"  • Hardware wallets shipped to homes create risk • PayJoin needs 5% network adoption minimum • Node sync takes "couple days" currently • Silent payments require blockchain scanning Timestamps: 00:00 Start 01:24 Who is Satsie? 04:24 How private is Bitcoin? 06:06 Privacy is hard 07:58 Basic BTC privacy techniques 10:50 VPNs 11:57 Running a node 15:13 You are using somebody's node 17:28 What is Payjoin? 19:59 When would we use Payjoin? 21:10 Payjoin adoption 22:45 Multi-party Payjoin 23:54 Silent Payments 27:16 Current US privacy regulations 29:00 Soft forks 31:06 Resources - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Owens from Galaxy Digital joins us to talk about Bitcoin's shocking transaction fee collapse. Despite BTC ripping to new all-time highs, fees have fallen to historic lows with "free blocks" becoming common. We dive deep into the data showing how custodial adoption and speculative activity moving to other chains is creating a miner revenue crisis. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • Bitcoin fees at all-time lows despite $120K price • "Free blocks" with 1 sat/vB fees now common • Miners losing 15-20% potential revenue from fees   • 1.5M Bitcoin vulnerable to quantum attacks • Hash price hit $35/TH all-time low recently • Coinbase custodies over 1 million Bitcoin Timestamps: 00:00 Start 01:05 Are fees important? 09:09 Free Block 10:37 Do miners care? 13:24 OP_RETURN 18:38 OP_RETURN & Bitcoin Core 21:34 Wallet type - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus audio-only episode. Recorded live in Vegas w/ Bitcoin Core Contributor Antoine Riard. We discuss a lot of things, details of Bitcoin Core development, and work on libbitcoinkernal. - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking ⁠here⁠. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

David Z Morris joins us to talk about his extensive coverage of the Tornado Cash trial. We dive deep into Roman Storm's conviction, the legal precedent for privacy tools, and the chilling effects on open source development in crypto. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Jury hung on 2 charges, guilty on 1 MTB charge • North Korea Lazarus laundered $600M • No direct OFAC-sanctioned wallets used the service • Appeal process could take years to resolve Timestamps: 00:00 Start 00:41 Why the Tornado Cash Story? 05:06 What is Tornado Cash? 11:15 What does Tornado Cash Do? 14:01 Autonomous Smart Contracts 19:34 Run as a Business 23:57 Profits 24:58 Criminal Charges 31:43 Future of Open Source Development 37:15 Advice for Privacy Devs 42:43 Public Perception 46:09 Journalism & Privacy 49:10 What Happens Now? - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re diving deep into the disconnect between market performance and recession fears. They explore viral TikTok recession indicators, analyze Q2 earnings data, examine job market softening, and discuss whether we're actually heading into recession territory or if it's all just economic anxiety amplified by social media vibes. Subscribe to the newsletter! https://newsletter.blockspacemedia.com ## Notes: - 33% recession probability down from 45% in April - S&P 500 earnings grew 11.8% year over year in Q2   - Only 73,000 jobs added in July vs expectations - May/June job numbers revised down by 258,000 - Energy sector earnings dropped 18-19% in Q2 - 92% probability of September Fed rate cut Timestamps: 00:00 Start 00:32 Wen resesh bruv? 03:54 Recession Pop Music 10:48 White Lady Dasher 12:49 Data nerd time 24:56 Mag 7 earnings 26:49 Unemployment 31:34 Consumer credit  33:44 What's a humble central bank to do? - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Lubka, VP of Investor Relations at Nakamoto, joins us to talk about the "paper bitcoin summer" phenomenon, treasury companies as Bitcoin acquisition vehicles, regulatory arbitrage strategies, international market expansion, and why vibes matter in capital markets. We explore how companies like MicroStrategy pioneered leveraged Bitcoin strategies and what the future holds for Bitcoin financial institutions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Treasury companies hold ~60k BTC outside MicroStrategy • MicroStrategy trades at 2x NAV premium currently • Bitcoin has multi-trillion dollar market cap • Preferred shares cost ~9-10% for these companies • MetaPlanet proved model works internationally • Galaxy sold 80k BTC recently absorbed by market Timestamps: 00:00 Start 02:19 Paper Bitcoin Summer 05:25 Treasury company bull case 11:27 Why now? 15:12 How many companies can do this? 20:22 IPO vs SPAC 22:45 Why BTC & not other commodities? 26:01 Market liquidity 29:01 Marketing as asset 34:04 Vibes Capital Markets 39:46 Paper Bitcoin Maxi 45:57 Nakamoto's future 50:34 Amanda & Branden 53:17 Wrap up - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

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Matt Wraith, CTO of Bitnomial, explains the arcane world of Bitcoin futures trading. Physical delivery vs cash-settled futures to exploring the possibilities of fork futures markets, Matt breaks down complex market mechanics with real-world examples. How could chain splits could be traded, the quantum computing threat to Bitcoin, and why having oil storage matters when futures go negative. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Bitnomial founded 2014, launched futures 2020 - Oil futures went negative in March 2020 - Bitcoin Cash hashrate flipped BTC post-fork - Quantum computer threat "5 years away for 30 years" - Physical delivery requires actual BTC transfer - Fork futures first appeared during SegWit debate Timestamps: 00:00 Start 01:09 Founding Bitnomial 03:32 Regulatory changes 05:16 CTO role 06:09 Multiple hats 07:29 Futures 10:08 History of futures 12:38 Physical delivery 14:48 Storage costs 17:25 Clearing house 18:27 Cash settled 21:22 Bitcoin futures history 25:23 Forks & futures 37:02 Assets on Bitcoin 41:22 Restrictions on futures 45:04 Black Swan pricing 48:18 Quantum 52:52 Presidio Bitcoin Quantum Conference 55:36 Futures as governance - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie and Colin dive deep into the dangerous parallels between today's Bitcoin treasury companies and the 1929 investment trust bubble. They analyze how companies like MicroStrategy use convertible debt to accumulate Bitcoin, why this creates systemic risk, and how forced selling could trigger a catastrophic unwind. From Ponzi-like dividend structures to the speculative attack strategy, they break down why this leverage-fueled boom might end badly. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • 98 companies raised $86B in 8 weeks for crypto • MicroStrategy needs $300-400M annually for dividends • Q1 revenue only $111M vs dividend obligations • Public entities hold ~900K Bitcoin total • Investment trusts grew 11x from 1927-1929 • 1929 trusts were 1/3 of all capital issuance Timestamps: 00:00 Start 02:30 Lessons from 1929 07:22 Trusts vs BTC treasury companies 12:50 Shorting MSTR 20:51 Hear me out.. companies that make profits 24:34 Don't say the P word! - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Neuman, CEO & co-founder of Casa joins us to talk about why Bitcoin's future depends on self-custody adoption. Neuman argues that without users holding Bitcoin "at the edges" and generating transaction fees, mining incentives could collapse, potentially forcing changes to Bitcoin's 21 million supply cap or pushing institutions toward proof-of-stake alternatives. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Casa founded in 2018 to enable self-custody • Coinbase holds 2.8 million Bitcoin today • Transaction activity lower than 2018 levels • Bitcoin block reward halves repeatedly over time • Mining unprofitable without transaction fees • 2140 deadline for block reward depletion Timestamps: 00:00 Start 02:38 Self custody & Bitcoin survival 07:25 Held at the edges 11:26 Fees a& codes changes 17:55 Memetic death spiral 21:00 layer 2 26:12 Self custody adoption 30:48 Changes to improve self custody 33:35 Education - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Saylor's controversial pentagram post and MicroStrategy's pivot to preferred stocks. With 145+ companies now adopting Bitcoin treasury strategies and institutions holding 10% of all Bitcoin, we explore whether this paper Bitcoin summer represents genuine adoption or a dangerous leveraged bubble waiting to burst. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MicroStrategy owes $400M annually in dividends • Core business only generates $111M revenue • 145 Bitcoin treasury companies now exist   • Institutions hold 10% of Bitcoin supply • Daily institutional buying 10x mining rate • Treasury companies bought 39K BTC/month Timestamps: 00:00 Start 00:48 Bitcoin's "Defense Dept" 03:04 Preferred stock pivot 04:40 Where does the yield come from? 07:29 Dividends can't come from company profits 19:22 MSTR memes - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com Bitcoin developer James O’Beirne joins us to talk about the current state of Bitcoin development, the controversial CTV (OP_CheckTemplateVerify) soft fork proposal, and why he organized a letter signed by 66+ prominent Bitcoin developers requesting Bitcoin Core focus on protocol upgrades. We dive deep into Bitcoin's development culture, the post-SegWit era challenges, and the growing concern about Bitcoin's ossification. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • 66 developers signed CTV support letter • 96% of Bitcoin value uses non-taproot outputs • 19% of global hashrate supports CTV proposal • 5+ years of CTV development and testing • 5 Bitcoin bounty offered for CTV bugs found • 16.5 years since Bitcoin's initial release Timestamps: 00:00 Start 01:55 Jame's work 08:33 History of BTC development 12:37 Culture & the block size war 16:34 Code change process 24:29 The CTV letter origin 33:53 Reception of the letter 38:33 Why is there resistance? 40:53 Alternative proposal 48:20 Upgrade Hooks 50:36 Future outlooks for changes 54:49 Reasons for optimism - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 Charlie and Colin dive deep into investigative journalism that reveals the US government's Bitcoin holdings are far more complex than anyone realized. After a $10K bounty led to a FOIA request, we discovered the US Marshals Service holds just 29,000 Bitcoin - not the 200,000 widely reported. We explore seized vs forfeited assets, government custody practices, and why Senator Lummis got it wrong. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • US Marshals hold 29,000 Bitcoin worth $3.4B • Arkham shows 198,000 Bitcoin for US government • US sold 195,000 Bitcoin for $366.5M total • Bitfinex hack involved 94,000 seized Bitcoin • Government peak holdings: 237K Bitcoin (2022) • $10K bounty offered for Marshal data Timestamps: 00:00 Start 00:47 Lola investigates 05:27 29k BTC 11:03 Politicians enter the chat 17:47 Government custody providers - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices

FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Bitcoin hit $122K all-time high over weekend • Market cap exceeds $2.4 trillion, flips Amazon • Mayer Multiple at 1.12, well below 2.4 threshold • iShares Bitcoin ETF trades at $67 per share • DXY down 10.7% in 2025, worst since 80s • Gold market cap at $22.3 trillion (10x Bitcoin) Timestamps: 00:00 Start 03:00 Bitcoin marketcap flips Amazon & Google 08:25 Mayer Multiple (it's back baby!) 10:27 Analyst: Peter Brandt (parabolic advance) 13:54 Analyst: Bob Lucas (4 yr cycle) 25:19 Analyst: Udi (just vibes man) - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices