Why MSTR Will Underperform Bitcoin | Parker Lewis
Episode Date: July 17, 2026"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get l...
What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
188 episodes transcribed"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get l...
“In my opinion, not just Bitcoin, but the direction of society for our lifetimes and our kids’ lifetimes will be decided in the next five to ten years...
“I think in ten years, the financial system and the Bitcoin system are going to collide.” Matthew Mezinskis is a macroeconomic researcher, host of...
"They will allow inflation to run hotter than they'll admit to." James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Info...
“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.” Fernando Nikolic is the founder of Perception. In th...
“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.” Joe Conso...
“The game has changed, it’s very clear.” Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into...
“The market is trying to find a villain right now—and Saylor is that guy.” Adam Livingston explains the pressure building around Michael Saylor, Micro...
“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.” In this episode, Lawrence Lepard is back...
“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agend...
“The dollar endgame is still in play, but it’s going to play out much differently than most people think.” Peruvian Bull, is a macro analyst and th...
I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable." Peter Dunworth is the co-founder of The Bitcoin Ad...
"We are taught that the state builds our economy, but the reality is that every act of intervention is an act of wealth destruction." Max Hillebra...
“In the end, it’s the economic majority of users who decide what Bitcoin is.” Wicked and MrHodl join the show to break down why BIP110 won’t change...
“We are in the digital gold rush to acquire as much Bitcoin as humanly possible.” Jeff Walton joins the show to break down the rise of Bitcoin-back...
“Whoever blinks first wins.” Mechanic joins me to discuss the controversial BIP110 proposal, the fight over spam and inscriptions, and whether Bitc...
“Trust the process. The money will be printed.” Arthur Hayes returns to the show to explain why he believes the Bitcoin bull market is back on, an...
“We’re in an era where the monetary system is changing. The world is going to look very different on the other side of this thing.” Checkmate is ba...
“The alpha is still in Bitcoin. But it’s just by treating Bitcoin as money.” Brian De Mint is the head of marketing for Club Orange, a real-world s...
Harry Sudock and Rory Murray from CleanSpark join the show to explain how Bitcoin miners are building entirely new treasury strategy around Bitcoin....