Episodi

  • 110 - The Singularity Stack: Energy, AI Agents, & Bitcoin Settlement with Liam Nelson
    Sep 22 2026

    Thinking is becoming a manufactured good. Liam Nelson of Early Riders walks through the Singularity Stack — the conversion chain from raw energy to compute, models, harnesses, agents, and final settlement, and why Bitcoin sits at the end of that stack.

    This is a builder-and-allocator conversation: energy bottlenecks, the economics of models vs. harnesses, agent-to-agent markets, and why technological deflation and hard money pull in opposite directions. If you allocate capital, build infrastructure, or think in Bitcoin as the hurdle rate, this is the map.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.

    Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Liam Nelson and Early Riders

    03:45 The shift from high to low time preference investing

    04:37 Creating the Singularity Stack: framework and motivation

    05:36 AI adoption and parallels with internet growth

    06:28 The analogy of electricity and technological progress

    13:24 The nine layers of the Singularity Stack

    22:24 Energy as the foundation of the stack

    26:28 Energy bottlenecks and infrastructure challenges

    33:03 Models, harnesses, and the economics of AI models

    37:55 The role of agents, identity, and coordination

    44:24 Innovations like Hugging Face and open source robots

    45:33 The agent to agent economy and future productivity

    50:22 Inflation versus deflation in technology and money

    55:01 Key takeaways and future opportunities

    Resources

    https://earlyriders.com/

    https://earlyriders.com/singularity-stack/

    Build With Bitcoin:

    https://www.buildwithbitcoin.xyz/

    https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    59 min
  • 109 - Bitcoin as Collateral: Zaria CEO Emily Barron on Lending Rails
    Sep 9 2026

    Emily Barron, CEO and co-founder of Zaria, on why Bitcoin is becoming institutional collateral — and why servicing, not origination, is the bottleneck.

    Zaria builds the operational backbone for digital asset-backed loans: 24/7 collateral monitoring, primary and backup servicing, agency functions, and advisory. Emily traces the path from capital-markets work to Bitcoin collateral, the post-2022 reset in digital-asset lending, and Zaria’s bid to become a national trust bank so structured credit can treat BTC like a real fiduciary asset.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.

    Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Emily Barron and Zaria

    03:54 The founding story of Zaria and its core mission

    09:05 Why Bitcoin is a unique collateral asset

    11:59 Recent market developments and institutional involvement

    18:07 Zaria's product offerings and market strategy

    24:07 Lessons from market crises and the resilience of Bitcoin-backed loans

    30:04 Regulatory landscape and future opportunities

    35:47 Building a trust bank for digital assets

    41:46 Funding, growth, and competitive landscape

    50:02 Risks, challenges, and the future of digital asset finance

    Resources

    https://zaria.xyz/

    Build With Bitcoin:

    https://www.buildwithbitcoin.xyz/https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    54 min
  • 108 - The First Bitcoin-Native HSA: Stu Lackey on Sound Money for Healthcare
    Aug 31 2026

    In this episode, Stu Lackey, CEO and co-founder of Sound HSA, explains how Bitcoin can live inside a Health Savings Account — not as an ETF, but as actual bitcoin in a self-directed, tax-advantaged HSA.

    Stu covers why HSAs are one of the strongest vehicles in the U.S. tax code and why pairing them with bitcoin’s fixed supply fits rising healthcare costs. He walks through how SOUND HSA works: cash in, buy real bitcoin, multi-sig custody, an IRS-designated trustee, and the path from idea to live product. You’ll also hear the founder story — two decades in health-tech, the balance-sheet moment that crystallized the idea, partnerships, and building a compliant product on existing HSA rails.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.

    Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Stu Lackey and Sound HSA

    02:10 Stu's background in healthcare and discovery of Bitcoin

    04:00 What is an HSA and its benefits

    06:48 The vision for integrating Bitcoin into HSAs

    09:58 Market opportunity and initial conviction

    16:48 How the Sound HSA product works step-by-step

    20:00 Custody, partnerships, and security measures

    25:00 Business model, monetization, and fundraising journey

    28:59 Use of funds and growth strategy

    32:04 Bitcoin treasury management and long-term vision

    35:49 Go-to-market strategy and customer acquisition

    40:01 Innovative features like move-to-earn and wellness programs

    43:12 Advice for newcomers and industry outlook

    52:04 Getting involved and final thoughts

    Resources:

    https://soundhsa.com/

    Build With Bitcoin:

    https://www.buildwithbitcoin.xyz/https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    55 min
  • 107 - Security, Trust & Bitcoin’s Long Game with Swan's Cory Klippsten
    Aug 7 2026

    Cory Klippsten, founder and CEO of Swan Bitcoin, discusses recent hardware wallet vulnerabilities, the realities of self-custody, and rebuilding trust after security incidents.

    He covers Swan’s custody options, industry consolidation in Bitcoin hardware, and lessons from six years of building, from education and institutional clients to long-term thinking and community.

    A grounded conversation on security, trust, and building lasting infrastructure on Bitcoin.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.

    Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Cory and Swan Bitcoin

    01:45 Recent security vulnerability in Cold Card wallets

    05:48 Swan's custody offerings

    08:13 Cory's background and vision for Swan

    11:53 The importance of education in Bitcoin adoption

    15:50 Security best practices and industry standards

    20:13 Venture in Bitcoin

    23:55 Balancing usability and security

    35:55 The role of Bitcoin in resisting tyranny

    42:01 Supporting Bitcoin innovation and ecosystem growth

    45:51 Resources for new Bitcoin learners

    Educational resources:

    https://www.swanbitcoin.com/inventing-bitcoin/

    https://www.swanbitcoin.com/canon/bitcoin-101/

    https://welcome.swanbitcoin.com/

    Bitcoin Season Film:

    https://www.youtube.com/watch?v=vaHDsOt2Ovk

    Build With Bitcoin:

    https://www.buildwithbitcoin.xyz/https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions, consult a professional.

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    51 min
  • 106 - Orange Juice: Reinventing Private Equity With AI and Bitcoin
    Jul 27 2026

    In this episode, Ruben Zweiban and Nico Lechuga of Orange Juice share a different model of private equity: fully acquiring cash-flow businesses, optimizing them with AI, and holding Bitcoin on the balance sheet.

    They explain why complete ownership beats traditional PE structures, how AI drives operational leverage, the realities of fundraising for this approach, and why pairing real cash flow with a Bitcoin treasury creates a more resilient, uncorrelated strategy.

    A practical conversation for founders, operators, and Bitcoin-native investors focused on sound capital allocation.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an exclusive gathering for operators, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita.

    Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Orange Juice and Guests

    01:01 What is Orange Juice? The Investment Vehicle

    02:19 Difference Between Ego Death Capital and Orange Juice

    05:26 Ideal Business Profiles for Orange Juice

    07:52 Market Trends and Deal Sourcing

    10:45 Team and Leadership at Orange Juice

    18:41 Hold Strategy and Long-Term Vision

    22:23 Fundraising Experience and Challenges

    29:58 Bitcoin Treasury Operations and Mechanics

    36:14 Deal Flow and Acquisition Strategy

    40:41 Competitive Advantage and First Mover Strategy

    44:27 Short-Term Goals and Success Metrics

    45:29 Vision for Orange Juice's Future and Public Markets

    References

    https://orangejuice.com/

    https://www.buildwithbitcoin.xyz/https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    54 min
  • 105 - Open Source Innovation at Risk: Lauren Rodriguez on the Samourai Wallet Case
    Jul 9 2026

    In this episode, Lauren Rodriguez shares the story of her husband Keonne’s legal battle over Samurai Wallet. We explore the real risks facing innovators in Bitcoin privacy tools and the urgent need for regulatory clarity.

    The conversation examines what this case means for open-source development, privacy technology, and the future of Bitcoin innovation. If you’re building on the protocol or care about the freedom to innovate, this episode delivers essential perspective for every entrepreneur in the space.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an invitation-only gathering for executives, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita. Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to the Case of Samurai Wallet

    03:36 The Arrest and Initial Reactions

    06:54 Legal Framework and Compliance

    09:51 Prosecution's Approach and Evidence

    12:57 Judicial Proceedings and Challenges

    15:44 Plea Deal and Its Implications

    18:46 Public Perception and Misunderstandings

    21:59 The Impact of Innovation on Legal Systems

    27:35 Understanding CoinJoin and User Control

    31:15 Keonne's Vision and Background in Bitcoin

    35:08 The Impact of Legal Challenges on Innovators

    37:35 Navigating Innovation in a Hostile Jurisdiction

    41:01 The Chilling Effect on Development

    45:46 Seeking Justice: The Path to a Presidential Pardon

    References

    https://billandkeonne.org/

    https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools

    https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    53 min
  • 104 - From India to Europe: Scaling Bitcoin Infrastructure with Bringin
    Jun 30 2026

    Prashanth, CEO of Bringin, shares his journey from India to Europe and the real challenges of building Bitcoin infrastructure that works across borders.

    We explore how Bringin enables seamless Lightning-powered Bitcoin payments, the regulatory realities of scaling infrastructure, and what the future of global Bitcoin payments looks like, from a founder who is shipping it today.

    Key topics:

    •⁠ ⁠Prashanth’s path from India to Europe

    •⁠ ⁠Building production-grade Bitcoin infrastructure

    •⁠ ⁠Lightning Network for cross-border transactions

    •⁠ ⁠Regulatory hurdles and scaling Bitcoin payments globally

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an invitation-only gathering for executives, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita. Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction to Prashanth and Bringin

    09:55 Understanding Bringin's Services

    13:06 Market Insights and User Demographics

    16:09 Regulatory Landscape and Challenges

    18:52 Building Bringin: The Founder’s Journey

    22:00 Future Expansion and User Experience

    27:22 Understanding Customer Needs in Product Development

    31:33 Leveraging Bitcoin for Global Value Transfer

    32:56 The Role of Lightning Network in Transactions

    39:56 Impact of Bitcoin Price on Transaction Volumes

    42:25 Organic Growth Strategies for Bringin

    44:42 Future Expansion Plans and Market Strategy

    References

    https://x.com/bringinxyzhttps://x.com/prashanthc123

    https://x.com/BuildwBitcoin

    ⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    52 min
  • 103 - Highlights: Bitcoin Protocol, AI, and Emerging Markets, Episodes 98-102
    Jun 3 2026

    In this highlights episode, hosts Israel and Lynne reflect on five recent conversations with leading voices in Bitcoin. They celebrate hitting the 100-episode milestone and synthesize the key themes that emerged across the discussions.

    From Bitcoin’s role as a foundational protocol for innovation to rapid adoption across emerging markets and the Global South, the conversations explored both the technical and human sides of building on Bitcoin. The hosts dive into the untapped programmability of the protocol, the ongoing challenges around narrative and user experience, and the growing intersection between Bitcoin and AI — including how Bitcoin could serve as a neutral medium for AI agents in a deflationary future.

    Whether you’re a builder, entrepreneur, or developer working on the protocol, this episode distills the most important signals from recent discussions and where the Bitcoin ecosystem is heading next.

    ⏤ ⏤ ⏤

    🌴 Join us at Mita TechTalks 2026 — an invitation-only gathering for executives, family offices, and industry leaders exploring the future of capital through Bitcoin, AI, and Energy. Oct 25-27, Punta Mita. Request your invitation: https://2026.mitatechtalks.com/

    ⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin⏤ ⏤ ⏤

    Chapters

    00:00 Introduction and Summary

    04:34 Bitcoin as a Protocol: Building the Future

    09:16 Emerging Markets: Bitcoin's Rapid Adoption

    14:59 User Experience and Narrative Challenges

    18:50 Unlocking Bitcoin's Programmability

    21:18 AI and Bitcoin: A Converging Future

    References

    https://www.buildwithbitcoin.xyz/https://x.com/BuildwBitcoin⏤ ⏤ ⏤

    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.

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    22 min