The Bitcoin Matrix

• Jesse Myers - Is This The Future Of Bitcoin?

  In this episode, I chat with Jesse Myers, aka “Croesus” on X, a Bitcoin strategy advisor and former co-founder of OnRamp Bitcoin. With an MBA from Stanford and experience at Bain & Company, Jesse is now leading Bitcoin strategy at SmarterWeb and advising UTXO Management. We dive deep into the rise of Bitcoin treasury companies—how they’re reshaping capital markets, unlocking trapped fiat, and potentially becoming the most valuable companies in the world. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Jesse Myers on X: https://x.com/Croesus_BTC ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters –––   00:00 – Intro 01:05 –Jesse Myers: background and focus 03:12 – Why Bitcoin treasury companies? The “elephant in the room” 04:05 – From maxi to treasuries: the journey and mindset shift 10:08 – Paying a premium for Bitcoin yield vs spot Bitcoin 14:00 – Small-cap dynamics: high MNAV bands in hypergrowth 16:24 – Meta Planet example: growing into the premium in 0.4 years 17:35 – Portfolio framing: cold storage vs risk capital slice 18:40 – Global thesis: a leader in each capital market 20:02 – New industry lens: BTC treasuries as conduits for trapped capital 23:05 – Endgame vision: refiners that hoover global fixed income 25:22 – “Is this a Ponzi?” Addressing the core critique 28:05 – Centralization tradeoffs and why cold storage still matters 32:05 – Smarter Web snapshot: 2,050 BTC, no debt, NAV lens 34:25 – Risk management: leverage across lifecycle stages 38:10 – UK context: no ETF access, retirement money tailwind 43:18 – Could BTC treasuries hold half of all Bitcoin? 48:40 – Will BTC treasuries issue stablecoins or partner on them? 52:20 – M&A and distress cycles among BTC treasuries 55:05 – Why Apple/Microsoft won’t be first movers 58:50 – Fundamentals vs price: adding BTC while prices consolidate 1:02:22 – Volatility as vitality vs TradFi’s downside skew 1:04:45 – Mindset shift: humans are volatile, Bitcoin is programmatic 1:05:40 – Closing toughts DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

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• Scott Dedels - Time, Energy, Money: How Bitcoin Rewrites Reality

  In this episode, I chat with Scott Dedels, co-CEO of Block Reward, host of the Block Reward Podcast, and author of The Dao of Bitcoin: Towards a Cosmology of Energy Money. Together, we dive deep into the nature of time, monetary entropy, and Bitcoin’s role in reshaping our collective experience. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Scott Dedels on X: https://x.com/LanternBitcoin ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:05 - Welcoming Scott Back! 06:05 – Bitcoin Alive 2025: The Value of Time 11:20 – Time, Money & Energy: The Fiat Trap 17:05 – Interstellar, Halvings & Bitcoin as a Clock 22:35 – Perception of Time & Sending Bitcoin to the Future 28:05 – The Tyranny of the Clock & Mechanical Time 33:20 – Consciousness, Dopamine & Fiat Anxiety 37:35 – Arrival, 4D Time & Transcending Linear Perception 43:05 – Housing, Real Estate & Fiat Distortions 48:50 – Architecture as a Time Capsule 53:35 – Utopian vs. Dystopian Sci-Fi & Collective Imagination 59:05 – Entropy: Thermodynamics, Information & Fiat Disorder 01:05:05 – Triunity: Time, Energy, Value in Bitcoin 01:11:05 – Bitcoin: Durable Across Time & Space 01:18:05 – Subjective Time & Caves Without Clocks 01:23:05 – Time as a Wealth Multiplier 01:25:05 – Freeing the Mind from Fiat Stress 01:27:05 – The Hundred Monkeys & Synchronizing Consciousness ⸻ Produced by https://x.com/nillistudio DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

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• Stephan Livera - Paper Bitcoin or not, Bitcoin is going to $10 Million

  In this episode, I chat with Stephan Livera, Bitcoin educator, host of the Stephan Livera Podcast, and advisor at Bold Bitcoin. We explore his journey of escaping the lockdowns in Australia to build a new life in Dubai, and how his libertarian values and understanding of Bitcoin economics shaped that decision. Stephan also shares his thoughts on cycles, proof of reserves, the role of stablecoins, and the long-term outlook for hyperbitcoinization. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Stephan Livera on X: https://x.com/stephanlivera ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:09 - Escaping Australia and the Birth of a New Life in Dubai 06:34 - How Bitcoin and Libertarianism Shaped Stephan’s Exit 12:09 - Feeling Disconnected from Home and Becoming a Global Citizen 16:24 - The Allure of Dubai and Its Strategic Advantages 18:54 - Bitcoin Core vs. Knots, Ordinals, and Relay Filters 23:09 - Consensus vs. Policy and Mining Centralization Risks 28:09 - Core Development, Multiple Implementations, and GitHub Controversy 32:34 - Bitcoin Core Funding and Developer Incentives 35:54 - Bitcoin Treasury Companies and Fiat Arbitrage Opportunities 40:09 - Understanding Risk and the Premium to NAV Debate 45:29 - Global Perspectives: Trapped Capital, Arbitrage, and Institutional Flows 49:49 - The Future of Treasury Companies and Their Evolution 55:09 - Nation-State Adoption and Libertarian Reflections 58:24 - Market Cycles, Future Peaks, and Drawdowns 01:04:49 - Is It Too Late to Stack? Advice for Friends and Family 01:07:54 - Inflation, Recess from the Rulers, and the Tether Debate 01:11:03 - Seven Years of Bitcoin Podcasting: What Keeps Stephan Going 01:12:28 - Aha Moments, Power Laws, and the Path to Hyperbitcoinization DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. Produced by nilli studio (https://x.com/nillistudio) I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

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• Mandrik - Pain, Purpose and Proof of Work

  In this episode, I chat with Mandrik, a legendary Bitcoin OG who’s been around since 2011. He shares deep honest reflections on proof of work, health and hardship.   We talk about what it was like working customer support during Mt. Gox, the emotional impact of long bear markets, and why kindness, consistency, and situational awareness matter.   ––– Offers & Discounts –––   Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric   Get up to $100 in Bitcoin on River at river.com/matrix   The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.   Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/   ––– Get To Know Today's Guest –––   • Mandrik on X: https://x.com/Mandrik • Mandrik on Nostr:  npub1qex7yjtuucs6ac49kjujdgytrjsphn5a4pdscu2w3qlprym4zsxqfz82qk   ––– Socials –––   • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs   ––– Chapters –––   00:00 - Intro  01:08 - Mandrik: Bitcoin OG & Baklava Boss  04:30 - Freedom, Cash Traps & the Baklava Origin Story  08:30 - Cooking Roots: Diners, Grandmas & Fat Kid Energy  12:30 - Keto in 2011, Divorce & the First Bite of Baklava in 13 Years  17:00 - Health Journey, Delayed Gratification & Bitcoin Parallels  21:00 - Captain Crunch, Crunchberries & Hedonic Burnout 25:30 - Tweets of Struggle: Pushing Through the Pain  30:00 - Scrubbing Toilets Over Fiat: Escaping a Dead-End Job  34:30 - Closed Loop Bitcoin Economy in New Hampshire  39:00 - Cooking at Porkfest, Meeting Bitcoiners Through Food  43:30 - Jump to Blockchain.info & Early Bitcoin Startup Chaos  48:00 - Startup Grind, Family Balance & 24/7 Bitcoin Life  52:30 - Meaningful Work vs. Mediocre Office Jobs  56:30 - 4 AM Mornings, Short Sleepers & Existential Impact  1:01:00 - Walking, Sunrises & Psychopath Hour Reflections  1:05:30 - The Power of Kindness, Random Compliments & Awareness  1:10:00 - Feeding the Homeless: Lessons from Dad’s Diner  1:14:30 - Situational Awareness & Travel Safety  1:19:00 - Bacon Weave Sandwiches & Caitlin Long’s Memory  1:23:30 - Feeding the Masses: Deep Fried Everything  1:28:00 - Mandrik’s Roots: Nicknames, Gaming & Identity  1:32:30 - Toilets & Baklava: Humble Bitcoin Beginnings  1:37:00 - Getting Paid in Bitcoin for “Low Status” Work  1:41:00 - Advice to the Young: Take the Risk While You Can   DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.   I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.   Thank you for listening!

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• Jesse Meyers - This Is A Species Defining Moment

  In this episode, I chat with Jesse Myers, a Bitcoin strategy advisor and the author of the essay Once-in-a-Species. He shares deep excitement for Bitcoin treasury companies and how they might be the gateway for TradFi capital to enter Bitcoin at scale. We also dive deep into the evolutionary roots of money and how the innate human drive for scarcity laid the groundwork for the concept of money, civilization itself, and ultimately Bitcoin as the perfection of scarcity. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Jesse Myers on X: https://x.com/Croesus_BTC • Once-in -species Essay: https://www.onceinaspecies.com/p/once-in-a-species-73b ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:04 - Jesse's Bitcoin Journey  02:03 - “Once in a Species”: What Inspired the Essay  02:53 - Nick Szabo, Shell Beads & Proto-Money  05:57 - Jesse’s Academic Background: From Neuroscience to Bitcoin  06:58 - Art, Humanity & Neanderthals  09:05 - Who Were the Neanderthals?  13:48 - Why Did Homo Sapiens Triumph?  16:55 - Victorian & Modern Theories on Neanderthals  20:22 - Current Academia’s View vs Austrian Economics  24:04 - The Hidden Economic Purpose of Shell Beads  28:23 - Brain Science & Scarcity: The TKTL1 Mutation  31:45 - Symbolic Thought: Neanderthals vs Homo Sapiens  34:38 - Population Density & Dunbar’s Number  38:46 - Money as a Social Efficiency Multiplier  43:14 - From Tribalism to Civilization Through Trade  48:28 - Reading Excerpt: Scarcity as the Root of Human Flourishing  50:16 - Lessons from the Past for Bitcoin’s Future  56:22 - Bitcoin: The Invention of Perfect Scarcity  01:00:50 - How Bitcoin Changes Civilization  01:05:38 - Deflation, Craftsmanship & Cultural Flywheels  01:07:39 - Closing Thoughts: Scarcity, Collectibles & Civilization  01:11:35 - What’s Next: Bitcoin Treasury Strategy & SmarterWeb  DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

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