Listening to nostr:npub1gn78cjuef74m9ksh4j8r6h5d7m7d79est9khup7nwthqj8e7zjuq3jy5zs and nostr:npub1cj8znuztfqkvq89pl8hceph0svvvqk0qay6nydgk9uyq7fhpfsgsqwrz4u π§‘β¨
"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 βJethroeβ 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 3β5 years will be absolute chaos β and why Bitcoin is the only real way out.
We dive deep into:
β’ Why conviction matters more than DCA in the long run
β’ The danger of Bitcoin treasury companies and paper Bitcoin
β’ The Fourth Turning, Kondratiev waves, and repeating historical cycles
β’ How central banks, Cantillon insiders, and fiat collapse mirror empires of the past
β’ Why self-custody, sovereignty, and running your own node are non-negotiable
β’ Bitcoin, AI, and the greatest wealth transfer in human history
This episode is about conviction, cycles, and survival in a world thatβs breaking apart.
chapters
00:00 -- IN THIS EPISODE...
02:45 β George back from Prague, painting & conference vibes
04:30 β Real Bitcoiners vs treasury companies
08:00 β Still early: adoption numbers & the Croesus chart
09:45 β Georgeβs smash-buy journey: liquidating everything for sats
12:00 β DCA vs smash buying, conviction, and sleepless nights
15:40 β Walker on conviction, drawdowns, and psychology of markets
18:20 β Book talk: Jesse Livermore & markets as psychology
20:30 β Paper Bitcoin fears vs reality
22:20 β Self-custody, sovereignty, and crossing borders with Bitcoin
23:50 β Bitcoin treasury companies: inevitable but risky
31:30 β What makes a treasury company succeed (conviction, 100% BTC, transparency)
34:00 β MNAV, premiums, and reflexive risks
39:00 β Trading mistakes & lessons from MicroStrategy
41:00 β Bitcoin as savings vs fiat & gold
42:30 β The Fourth Turning, secular inflation, and cycles converging
45:30 β Fiat debasement, gold bugs, and Cantillon insiders
48:30 β Insider trading in Congress & the Fed
50:00 β Spainβs gold inflows and parallels to US fiat
52:40 β Cantillon Effect explained through COVID money printing
53:30 β Central banks stockpiling gold vs US treasuries
55:30 β Why Bitcoin is better than gold as neutral reserve asset
59:00 β Settlement layers, SDRs, and game theory
01:03:40 β Convergence of cycles, AI, and Bitcoin
01:07:00 β US vs China AI arms race
01:10:40 β History, Assyrians, Scythian warrior women
01:14:00 β Why running a node matters & Bitcoin Knots
01:19:30 β Mining centralization, pools, and sovereignty
01:23:30 β Consensus, nodes, and Bitcoinβs immune system
01:26:30 β Hostile actors, Core v30, and sovereignty
01:32:00 β Georgeβs art, Bitcoin paintings, and sats only
01:35:00 β Final message: stack like a smart psychopath, hodl through the storm