Great episode
Listening to nostr:nprofile1qqsyflrufwv5l2ajmgt6er3at6xldlxlzuc9jmt7qlfh9msfrulpfwqpr4mhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet5qythwumn8ghj7mn0wd68ytnxd46zuamf0ghxy6t663jnhs and nostr:nprofile1qqsvfr3f7p95stxqrjslnmuvsmhcxxxqt8swjdfjx5tz7zq0yms5cygpzpmhxue69uhkummnw3ezumrpdejqzxrhwden5te0wfjkccte9eekummjwsh8xmmrd9skcd8asul 🧡✨
"I cannot tell you how important it is for people to start thinking about self-custody and getting their own Bitcoin, getting it off exchanges, holding it yourself, becoming a sovereign individual, memorizing 12 words. And when the world goes to sh*t, you can just go across any border, take all your wealth with you." -George Bodine
Description:
Artist and Ex-Navy fighter pilot George “Jethroe” Bodine joins Walker America again on THE Bitcoin Podcast for a fiery and unfiltered conversation about the future of money, power, and freedom. From liquidating everything to go all-in on Bitcoin, to warning about the coming convergence of global cycles, George explains why the next 3–5 years will be absolute chaos — and why Bitcoin is the only real way out.
We dive deep into:
• Why conviction matters more than DCA in the long run
• The danger of Bitcoin treasury companies and paper Bitcoin
• The Fourth Turning, Kondratiev waves, and repeating historical cycles
• How central banks, Cantillon insiders, and fiat collapse mirror empires of the past
• Why self-custody, sovereignty, and running your own node are non-negotiable
• Bitcoin, AI, and the greatest wealth transfer in human history
This episode is about conviction, cycles, and survival in a world that’s breaking apart.
chapters
00:00 -- IN THIS EPISODE...
02:45 – George back from Prague, painting & conference vibes
04:30 – Real Bitcoiners vs treasury companies
08:00 – Still early: adoption numbers & the Croesus chart
09:45 – George’s smash-buy journey: liquidating everything for sats
12:00 – DCA vs smash buying, conviction, and sleepless nights
15:40 – Walker on conviction, drawdowns, and psychology of markets
18:20 – Book talk: Jesse Livermore & markets as psychology
20:30 – Paper Bitcoin fears vs reality
22:20 – Self-custody, sovereignty, and crossing borders with Bitcoin
23:50 – Bitcoin treasury companies: inevitable but risky
31:30 – What makes a treasury company succeed (conviction, 100% BTC, transparency)
34:00 – MNAV, premiums, and reflexive risks
39:00 – Trading mistakes & lessons from MicroStrategy
41:00 – Bitcoin as savings vs fiat & gold
42:30 – The Fourth Turning, secular inflation, and cycles converging
45:30 – Fiat debasement, gold bugs, and Cantillon insiders
48:30 – Insider trading in Congress & the Fed
50:00 – Spain’s gold inflows and parallels to US fiat
52:40 – Cantillon Effect explained through COVID money printing
53:30 – Central banks stockpiling gold vs US treasuries
55:30 – Why Bitcoin is better than gold as neutral reserve asset
59:00 – Settlement layers, SDRs, and game theory
01:03:40 – Convergence of cycles, AI, and Bitcoin
01:07:00 – US vs China AI arms race
01:10:40 – History, Assyrians, Scythian warrior women
01:14:00 – Why running a node matters & Bitcoin Knots
01:19:30 – Mining centralization, pools, and sovereignty
01:23:30 – Consensus, nodes, and Bitcoin’s immune system
01:26:30 – Hostile actors, Core v30, and sovereignty
01:32:00 – George’s art, Bitcoin paintings, and sats only
01:35:00 – Final message: stack like a smart psychopath, hodl through the storm
Discussion
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