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Rob Wallace | Bitcoin News
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Rob Wallace | Bitcoin News

Author: Bitcoin News

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At Bitcoin News, we're dedicated to bringing you the latest insights and analysis on the Bitcoin ecosystem.


Here you'll find in depth interviews and live streams on how macro, finance, capital markets and geopolitics are impacting Bitcoin.


Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoin's emerging role as a new monetary revolution and financial system.

90 Episodes
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Download the Rhino App 👉 rhinobitcoin.onelink.me/66Ka/bnews Debt is growing exponentially in both the East and the West, and Michael Howell says there's only one way out: print more money — which is exactly why Bitcoin and gold are about to compound harder than ever. Rob sits down with Michael Howell, author of Capital Wars, fresh off a trip to China, to break down the real scorecard in the US-China capital war, why China's ultra-low bond yields reveal a far weaker economy than the headlines suggest, and why Europe is caught dangerously in the middle with no safe asset of its own. Michael also explains why the current AI boom and the coming debt wave point straight toward a historic Bitcoin liquidity cycle. Here is what we cover: • How the US-China "capital war" works, and why bond yields reveal who's really winning • What Michael saw on the ground in China, from overbuilt ghost cities to deep tech adoption • Why Europe has no safe asset of its own and why France is the new flashpoint • How the AI investment boom and a bifurcating world economy are reshaping capital flows • Why rising global debt points to a historic Bitcoin and gold liquidity cycle ahead Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system. TIMESTAMPS 0:00 Debt, Gold and Bitcoin's Next Cycle 4:15 China's Bond Yield Scorecard 6:07 China's Economy on the Ground 12:08 Gold and China's Monetary System 18:24 China's Household Savings 21:30 US Trade Deficits and Capital Flows 23:39 Who Is Winning the Capital War 26:38 Proxy Wars and a Divided World 31:16 Europe's Debt and Safe Haven Assets 39:28 Europe's China Trade Tensions 41:03 AI Investment and Capital Markets 47:59 Bitcoin and the Liquidity Cycle 55:00 Rising Debt and Monetary Inflation 57:55 Interview Wrap-Up and What's Next SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
Grant Cardone says he's stealing real estate right now — buying trillion-dollar institutions' properties 30% below replacement cost — and then stacking Bitcoin on top of it. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn Rob sits down with real estate mogul Grant Cardone and Leon Wankum, author of Digital Real Estate, to break down why America's real estate market is really two markets in one, why developers are getting crushed by high rates while institutions discount distressed debt, and why both guests believe Bitcoin is quietly draining real estate's 50-year role as the world's monetary premium. Here is what we cover: • Why America's real estate market is really two split markets, and who's getting crushed in the middle • Grant Cardone's strategy for buying institutional real estate 30% below replacement cost • Why Leon Wankum believes Bitcoin is draining real estate's role as the world's monetary premium • How Grant structures his real estate-Bitcoin hybrid funds, and why Bitcoin is now over 50% of the deal • Why both guests think today's real estate companies could become tomorrow's dominant Bitcoin companies Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, real estate, and the economy. TIMESTAMPS 0:00 Grant Cardone's "Stealing Real Estate" Thesis 2:15 Why Single-Family Prices Are Barely Moving 2:53 Why Commercial Real Estate Developers Are Getting Crushed 4:46 Germany's Real Estate Model and the Shift to Bitcoin 5:18 What 7.5% Mortgage Rates Really Cost You 5:55 How Grant Buys Real Estate 30% Below Replacement Cost 7:38 Distressed Debt vs. a Distressed Seller 9:12 Why Real Estate Keeps Repricing Higher in Dollars 10:42 The $230 Million Deal Bought Out of Bankruptcy 11:13 Why Real Estate "Gets Sick But Never Dies" 12:20 Leon's Thesis: Bitcoin Is Draining Real Estate's Monetary Premium 15:05 Why Real Estate Still Beats Gold and Bitcoin 16:13 The Biggest Tax Loophole Left in America 17:44 How $100 Million Could Become $500 Million in Bitcoin 21:07 Real Estate as the On-Ramp to a Bitcoin Treasury 22:11 Why Real Estate Is the Trojan Horse for Bitcoin 23:49 Why Bitcoin Treasury Companies Struggle in Bear Markets 25:50 Why Grant Pays Investors Every Month, Not Every Quarter 27:06 Grant Cardone vs. Michael Saylor 29:41 How Far Can the Bitcoin Allocation Go? 33:03 Staying Patient Through a Flat Bitcoin Market 35:08 The Amazon Parallel and Why Real Estate Still Wins Searches SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
🔴 LIVE: Jamie Dimon spent years calling Bitcoin a fraud. Now JPMorgan Asset Management has included Bitcoin in its long-term capital market assumptions for the first time, forecasting 10% annualized returns that could beat stocks, bonds and gold over the next decade. Meanwhile, BlackRock’s IBIT just pulled in $665 million in a single day, its biggest inflow in over a year. Phil Rosen (Opening Bell Daily), André Dragosch (Bitwise) and Brian Cubellis (Onramp) break down what this shift actually means, what the catch is, and why a 55% volatility assumption from America’s biggest bank is more bullish than most people realize. When the biggest critics become converts, the game has changed. 👉 Follow Bitcoin News for daily Bitcoin updates, institutional analysis, and the Wall Street moments that mark the turning points most people only recognize in hindsight. Follow today’s guests: Phil Rosen → @philrosenn André Dragosch → @Andre_Dragosch Brian Cubellis → @BackslashBTC SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews There are roughly $6-7 trillion actual dollars in the system and $107 trillion in dollar-denominated debt — and no amount of growth fixes that math. Rob sits down with Joe Consorti and Parker Lewis to break down why inflation and high rates are hitting at the same time, why Hank Paulson's "break the glass" warning should worry everyone, and why AI's coming deflationary wave will collide head-on with a financial system that depends on constant money printing. They also dig into what the Ledger supply chain attack means for self-custody, and go head-to-head on whether Bitcoin treasury companies are helping or confusing Bitcoin's path to adoption. Here is what we cover: • Why red-hot inflation and high rates are happening at the same time, and why that breaks the Fed's playbook • The $107 trillion debt math problem that can't be grown out of • Why AI's deflationary force collides with a financial system built on constant money printing • What the Ledger attack means for self-custody, multisig, and eliminating single points of failure • The debate over whether Bitcoin treasury companies and "digital credit" products help or distort Bitcoin's price Subscribe so you never miss an episode breaking down what's really happening with the economy and Bitcoin. TIMESTAMPS 0:00 Intro: The $107 Trillion Debt Problem 1:06 Inflation Comes In Red Hot 2:07 Bitcoin's Surprising Reaction to Inflation 3:13 Why Energy Prices Are Driving Inflation 3:47 Why Treasury Yields Are Falling Anyway 6:29 The Fed's Rate Hike Trap 10:01 Hank Paulson's "Break the Glass" Warning 11:48 Cracks Forming in the AI Trade 16:02 Boots on the Ground in the Texas AI Buildout 19:17 The $107 Trillion Debt Math Problem 21:19 Why the 2008 Crisis Never Really Ended 23:45 Why AI's Deflation Can't Save the Dollar System 27:02 What Happens When Deflation Meets a System That Needs Inflation 32:23 The Math Problem No One Can Grow Out Of 35:23 The Ledger Attack and the Case for Self-Custody 39:01 Why Decentralization Still Matters 41:55 Coldcard vs. Ledger: Comparing the Attacks 46:00 Eliminating Single Points of Failure 49:06 Could Insurance Fix Self-Custody's Weak Point? 52:34 The Digital Credit Debate: Is Bitcoin's Price Being Capped? 58:59 Do Bitcoin Treasury Companies Actually Drive Adoption? 1:03:10 What Parker and Joe Are Most Optimistic About SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn Thank God for BlackRock and the deep state that keeps this world moving — that's the controversial take from BritishHODL and MarsSpitsBars, who say Bitcoin needs the very institutions it was built to replace. Rob sits down with BritishHODL and MarsSpitsBars to tear into the doomer culture that's taken over Bitcoin Twitter and spaces, why they believe it's a straight-up addiction fed by algorithms designed to keep you angry and hopeless, and why most of the loudest doomers have a track record of the worst trades of the last 20 years. They make the case for "Big Bitcoin," why institutional adoption and number-go-up are the only realistic path to hyperbitcoinization, and why a $150-300 trillion credit market is coming for the asset whether purists like it or not. Here is what we cover: • Why doomerism on Bitcoin Twitter is really an addiction fed by social media algorithms • How BritishHODL and MarsSpitsBars went from trolling each other to forming an alliance • The $150-300 trillion credit market they say is about to come looking for Bitcoin • Why institutional adoption and "Big Bitcoin" are the only realistic path to replacing the dollar • Why number-go-up, not ideology, is the real reason Bitcoin has changed their lives Subscribe so you never miss an episode breaking down what's really happening in Bitcoin and the economy. TIMESTAMPS 0:00 British HODL and Mars Spits Bars 2:03 Defining Doomerism and Its Appeal 15:50 Bad Trades and Algorithmic Echo Chambers 17:34 The Business of Selling Doom 24:30 Digital Credit and $150–300 Trillion Demand 27:33 Doomer Status and Social Capital 33:18 Bitcoin Privacy and the Surveillance State 38:14 Bitcoin Wealth Versus the Poverty Aesthetic 41:57 Big Bitcoin and Institutional Adoption 49:49 British and Mars Become Friends 59:04 The Fourth Bitcoin Rule: Enjoy It 1:01:32 Closing Thoughts and the Ledger Attack SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
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