Episodes

  • EP64 Bitbonds vs Bitcoin-backed notes-Pierre Rochard on the Next Era of Bitcoin Finance

    EP64 Bitbonds vs Bitcoin-backed notes-Pierre Rochard on the Next Era of Bitcoin Finance
    Oct 10 2025
    Welcome to Navigating Bitcoin’s Noise—the show where we cut through the clutter and bring you the clearest insights on Bitcoin.

    I’m your host, Kane McGukin, and today I’m joined by Pierre Rochard, long-time Bitcoiner and builder whose path runs from Wall Street securitization to Kraken, Riot, and now founding the Bitcoin Bond Company. In this episode, Pierre breaks down the emerging market for Bitcoin-backed notes. We discuss how private credit and declining volatility set the stage for a true Bitcoin yield curve, and what ETFs, custody choices, and KYC/AML realities mean for adoption.

    We also dig into stablecoins like Tether and their role in dollarization abroad and how that liquidity ultimately strengthens Bitcoin’s financial plumbing.


    Pierre Rochard: https://x.com/BitcoinPierre
    Nakamoto Institute: https://nakamotoinstitute.org/

    Kane McGukin: https://kanemcgukin.substack.com/ and https://x.com/kanemcgukin
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    59 mins
  • EP63 The Bitcoin-Backed Shadow Financial System A Strategic Briefing with Matthew Pines

    EP63 The Bitcoin-Backed Shadow Financial System A Strategic Briefing with Matthew Pines
    Aug 6 2025
    America’s global power has always been built on controlling networks, money, trade, and communication. But today, those networks are under attack.

    China’s Belt & Road is building a parallel system, Stablecoins are being weaponized as tools of financial repression, and Bitcoin is emerging as a strategic asset that could flip global finance.

    Add AI-driven narrative warfare, and we’re entering a battle between centralized control, the Tower and decentralized freedom, the Square.

    Today, Matthew Pines and I unpack how America’s monetary tech stack is being rebuilt; before it’s too late.

    Kane McGukin
    X: https://twitter.com/kanemcgukin
    kanemcgukin.substack.com

    Matthew Pines
    X:https://x.com/matthew_pines
    https://www.btcpolicy.org/
    https://www.btcpolicy.org/articles/a-global-economic-reordering-us-china-competition-and-bitcoin-as-tool-of-us-statecraft
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    1 hr and 9 mins
  • EP62 The Power Laws of Bitcoin - The Core and Bubbles with Stephen Perrenod

    EP62 The Power Laws of Bitcoin - The Core and Bubbles with Stephen Perrenod
    Jul 12 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.

    I’m your host, Kane McGukin, and today I’m joined by a former astrophysicist turned Bitcoiner, Stephen Perrenod.

    In this episode, Stephen walks through the math behind Bitcoin’s power law and shares his views on the emergence of the world’s first money backed by energy. If you’re tired of hype and unreliable price predictions but want to understand Bitcoin from a first-principles lens, this episode is for you. So, sit back, relax, and let’s get started.

    Kane McGukin
    X: https://twitter.com/kanemcgukin
    kanemcgukin.substack.com

    Stephen Perrenod
    X:https://x.com/moneyordebt
    Substack: https://stephenperrenod.substack.com/
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    1 hr and 48 mins
  • EP61-Bitcoin, Liquidity, and the Power Curve with Matthew Mežinskis

    EP61-Bitcoin, Liquidity, and the Power Curve with Matthew Mežinskis
    Jun 23 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.

    I’m your host, Kane McGukin, and today I’m joined by fellow investor, macro thinker, and data modeler Matthew Mežinskis.

    In this episode, I talk with Matthew about how Bitcoin may follow a power law curve — not just in price, but in adoption and global liquidity impact. We dive into the models behind exponential vs. proportional growth. Plus, we explore what global liquidity really means and how investors can position themselves for what’s coming.

    If you’re trying to understand Bitcoin’s place in the global financial system and where the capital flows next, you’re in the right place. So, sit back, relax, and let’s get started.


    Kane McGukin
    X: https://twitter.com/kanemcgukin
    kanemcgukin.substack.com

    Matthew Mežinskis
    X: https://x.com/1basemoney
    porkopolis.io/topmoney
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    1 hr and 38 mins
  • EP60 The Art of Bitcoin Price Discovery with Simple Steve

    EP60 The Art of Bitcoin Price Discovery with Simple Steve
    May 19 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by artist, builder, and Bitcoin thinker, Simple Steve.

    In this episode, I talk with Steve about his project UTXO Oracle and the deeper implications of price discovery in Bitcoin. We explore why exchange-based pricing is fundamentally flawed, how Bitcoin offers a more transparent and decentralized alternative, and what it means to truly see price emerge from the network itself.

    Steve shares how his visualizations and tools help strip away noise, offering a way to observe Bitcoin as the foundational layer of a truly free market—where price isn't dictated, but discovered.

    If you’re curious about how Bitcoin redefines value, data transparency, and economic trust, this episode is for you. So sit back, relax, and let’s get started.

    Kane McGukin X: https://x.com/kanemcgukin
    Substack: kanemcgukin.substack.com

    Simple Steve X: https://x.com/SteveSimple
    UTXOrcale: https://utxo.live/oracle/
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    1 hr and 2 mins
  • EP59 - Bitcoin, Power Law, and the Value of Systems with Sina

    EP59 - Bitcoin, Power Law, and the Value of Systems with Sina
    Apr 11 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by Sina from 21st Capital.

    In this episode, we dive into the power law dynamics driving Bitcoin’s growth and the critical inflection points ahead. I sit down with Sina from 21st Capital to explore why Bitcoin’s network behaves like a black hole for monetary value, how power laws explain acceleration and collapse, and why innovation beyond "store of value" is essential for Bitcoin’s future. We unpack the risks of centralization, the role of data in navigating volatility, and what history teaches us about unstoppable systems.

    If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.

    Kane McGukin
    X: https://x.com/kanemcgukin
    Substack: kanemcgukin.substack.com

    Sina
    X: https://x.com/sina_21st
    21st Capital: https://21stcapital.com/bi/
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    1 hr and 10 mins
  • EP58_Hard Money Talks - The Big Print & Breaking the Fiat Illusion with Lawrence Lepard

    EP58_Hard Money Talks - The Big Print & Breaking the Fiat Illusion with Lawrence Lepard
    Jan 31 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow investor, Bitcoiner, and soon to be author Lawrence Lepard.

    In this episode, I talk with Larry about his upcoming book, The Big Print. We dive into his motivation for sharing the story of sound money, the importance of truth in financial assets, and how he believes Bitcoin offers a solution to our shared view of a broken monetary system. Plus, we explore how these ideas shape our modern world and how you can protect your wealth.

    If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.


    Kane McGukin
    X: https://x.com/kanemcgukin
    Substack: kanemcgukin.substack.com

    Twitter: https://twitter.com/LawrenceLepard
    https://www.ema2.com/
    Quarterly Letters: https://www.ema2.com/quarterly-letters
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    47 mins
  • EP57 Long-term Thinking in a Bitcoin World with Morgen Rochard

    EP57 Long-term Thinking in a Bitcoin World with Morgen Rochard
    Jan 8 2025
    Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow financial advisor Morgen Rochard.

    In this episode, we dive into Bitcoin’s role in traditional portfolios, the importance of balancing long-term and short-term investment perspectives, and how the principles of faith shape both Bitcoin and our relationship with money.

    If you’re looking to better understand Bitcoin’s past, and its future as a global economic network, you’re in the right place. So, sit back, relax, and let’s get started.


    Kane McGukin
    X: https://x.com/kanemcgukin
    Substack: kanemcgukin.substack.com

    Morgen Rochard
    X: https://x.com/MorgenRochard
    Origin Wealth Advisors: https://www.originwa.com/
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    42 mins