• TBB027 - Jam Session - Bills, Mysticism, & Bonds
    Mar 16 2025

    We kick things off with a discussion about Cynthia Lummis’s newly introduced Bitcoin Act of 2025 in Congress. We get into the nitty-gritty of the legislation, exploring its implications for a Strategic Bitcoin Reserve. We weigh the pros and cons, like the innovative use of time locks to secure the reserve and concerns about asset seizure precedents, while noting the strategic chess moves—like gold revaluation—that might just get this bill across the finish line. Next, we shift gears to reflect on Bitcoin’s current market dynamics. We unpack why the price hasn’t reacted as expected, touching on macro pressures like tariffs and a risk-off environment, as well as the learning curve for new institutional and Boomer investors grappling with Bitcoin’s “digital gold” identity. We couldn’t resist diving into the wild tale of Josh Mandel, Bitcoin Twitter’s latest mystic. We recount how this former Ohio treasurer turned options trader nailed a prediction of Bitcoin hitting $84K on March 14—down to the exact date and nearly the exact price. His cryptic talk of time travel and multiversal timelines has us both intrigued and skeptical, but we admit it’s entertaining as hell. We’ll be watching to see if his next call—$100K by month-end—pans out.We also touch on some Bitcoin shitcoinery with Taproot Wizards. We revisit the saga of their NFT minting antics, from million-dollar block buys in 2023 to this week’s $32M cash grab at 0.2 BTC per wizard. We debate the ethics and market appetite for these pricey JPEGs, noting the dwindling participation as a barometer of fading hype in this space. Finally, we wrap up with a look at Bitcoin bonds, sparked by a recent Bitcoin Policy Institute event. We explore a proposal where bonds could include a Bitcoin kicker—lowering yields for the government while giving everyday Americans a volatility-free way to stack sats. It’s a bullish idea that could bridge Bitcoin to the mainstream, and we’re excited to see where it leads. Find us on X at @SureSATs and visit us at suresats.com for more. Until next time, keep stacking those sats! Peace!

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    1 Std. und 14 Min.
  • TBB026 - Guest Session - Peruvian Bull - Crypto Reserve, GME, & Macro
    Mar 3 2025

    On this episode of the Bitcoin Beat we sat down with Peruvian Bull to dig into some massive topics: GameStop’s potential Bitcoin play, Trump’s "crypto reserve", and the big-picture macro driving it all. Peruvian Bull brought his A-game—years of Bitcoin wisdom, GameStop background, and macro insights packed into one epic chat. You don’t want to miss this, so let’s dive in! Check out Peruvian Bull on X at @Peruvian_Bull, his Substack at dollarendgame.substack.com, and his YouTube channel, Peruvian Bull. Follow us too—find us on X at @SureSats and our site, SureSats.com.

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    1 Std. und 15 Min.
  • TBB025 - The Death of Memes, Bear, or Bull
    Feb 26 2025

    On this episode of The Bitcoin Beat we address the recent collapse of the Libra Memecoin in Argentina, highlighting the persistent volatility in speculative assets. We examine the Lazarus Group’s $1.4 billion Ethereum theft from Bybit, attributed to North Korean hackers, and consider its implications for cryptocurrency security. Turning to Bitcoin, we analyze its recent decline to $88,000, noting the bearish sentiment on X. Despite this, we remain optimistic, citing catalysts like MicroStrategy’s $2 billion acquisition, legislative moves toward state-held Bitcoin reserves, and innovative banking practices using Bitcoin as loan collateral. We also explore GameStop’s potential pivot to Bitcoin, spurred by CEO Ryan Cohen’s signals, and question whether it—or even the hackers’ ETH-to-BTC conversion—could bolster this market cycle. We have a detailed discussion on MicroStrategy follows, countering NAV bear arguments by emphasizing its strategic value beyond mere Bitcoin holdings. Finally, we delve into Microsoft’s Majorana chip, leveraging topological superconductors to stabilize quantum qubits—a breakthrough rooted in complex physics, potentially years from realization. Visit us at suresats.com and find us on X @suresats for more.

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    1 Std. und 10 Min.
  • TBB024 - Jam Session - DOGE, Global Trade, and $GME
    Feb 19 2025

     On this episode of the Bitcoin Beat, we have another jam session. We start off talking about the Department of Government Efficiency and give our takes. We transition back to tariffs and dig deeper on trade balances, long term issuance of U. S. treasuries, and the possibility of the U. S. reshoring manufacturing while also maintaining the dollar as a world reserve currency. Finally, we touch on our recent guest session about GameStop and expand upon that conversation. We hope you enjoy this episode. Find us on X at SureSats and our website SureSats. com.

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    49 Min.
  • TBB023 - Guest Session - Ben Wehrman & Gamestop
    Feb 17 2025

    On this episode of the Bitcoin Beat we brought on Ben Wehrman to discuss the possibility of GameStop adopting a Bitcoin strategy. Ben got involved in the GameStop craze of 2021 and subsequently went hard down the Bitcoin rabbit hole. Ever since he has been pushing for GameStop to adopt Bitcoin. Here he lays out the case for why he believes a Bitcoin strategy would be the best path forward for GameStop as a company. You can check out more of Ben's content on his website www.benwehrman.com and his X @benwehrman. Check us out on our webiste at www.suresats.com and our X @suresats .

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    56 Min.
  • TBB022 - Jam Session - Tariffs & Market Dynamics
    Feb 3 2025

    On this episode we discuss the new tariffs levied by the trump administration on Mexico and Canada and if they are a negotiation tactic or a true shift in economic policy. We touch on the new taproot assets protocol that has enabled USDT to mint on Bitcoin and its potential impacts. We discuss the changing dynamic of US Treasuries and who is going to step in to become the major buyer if tariffs continue. We give a brief overview of Microstrategy convertible bond offerings and the new preferred stock offering STRK. Finally we end with a brief anecdote on fiat currencies and government control of money.

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    1 Std. und 7 Min.
  • TBB021 - Inauguration, Executive Orders, and AI
    Jan 29 2025

    We kick off discussing the recent presidential inauguration, which was the most watched since Ronald Reagan's. We explore the public's reaction and the meme culture on X during the event. We delve into the crypto community's reaction to the lack of cryptocurrency mention in the president's inaugural speech, and its significance. We then discuss the Trump Coin and Melania Coin mania and we analyze how these meme coins stirred the market, the potential insider trading, and the impact on investor trust, especially after the coins' values plummeted.


    We then discuss some of the predictions we made at the beginning of the year including Ross Ulbricht's release, executive orders, and the strategic bitcoin reserve.


    We get into some positive political appointees and discuss the "zero capital gains tax" on US based crypto. Finally we touch on the emergence of the new AI technology deepseek from China.

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    1 Std. und 10 Min.
  • TBB020 - Jam Session - Memes, Loans, and Macro
    Jan 20 2025

    In this episode of "The Bitcoin Beat," we dive into several major developments within the cryptocurrency and political spheres. We begin by discussing Trump's launch of a meme coin on the Solana blockchain days before his inauguration, which saw the coin's value skyrocket, making it one of the top cryptocurrencies overnight. We debate the implications of this move, questioning whether it's a scam or a strategic play.


    We also discuss Coinbase's new Bitcoin-backed loan platform, which allows users to borrow against their Bitcoin holdings. This product is seen as a step towards integrating Bitcoin into traditional finance, though it comes with risks like margin calls and potential tax implications for users if their Bitcoin is liquidated.


    The conversation shifts to the recent Supreme Court decision upholding a ban on TikTok in the U.S., with implications for data security and freedom of speech. We explore how this might affect content creators and the broader social media landscape, mentioning alternative platforms like Nostr that promise censorship resistance.


    Lastly, we touch on macroeconomic trends, including the effects of natural disasters like the California fires on real estate and insurance markets, potentially leading to increased government intervention or inflation.

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    59 Min.