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The Bitcoin Frontier

The Bitcoin Frontier

Written by: Unchained Capital Inc
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Explore how bitcoin as a monetary tool is transforming lives and perspectives. Through in-depth conversations, uncover stories of innovation, disruption, and growth as we chart the ever-evolving bitcoin frontier. Whether you're a bitcoin veteran or just curious, The Bitcoin Frontier is your guide to the future of money.© 2026 Unchained Capital, Inc Economics Personal Finance
Episodes
  • Inside Wall Street’s bitcoin playbook with Denny Galindo

    Inside Wall Street’s bitcoin playbook with Denny Galindo
    Apr 7 2026
    Denny is a wealth manager and bitcoin research lead at Morgan Stanley, where he bridges traditional finance and bitcoin for high-net-worth investors. He operates inside one of the world’s largest financial institutions while developing frameworks to help advisors understand and allocate to bitcoin. In this episode, Denny joins The Bitcoin Frontier to share how investors should think about bitcoin in a portfolio, the three core investor buckets driving adoption, and his thoughts on determining whether you’re underweight or overweight bitcoin. We dig into bitcoin’s market cycles and seasonal framework, the role of global money supply in driving returns, and practical strategies for gaining exposure in a volatile asset.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS:0:00 – Intro & Denny’s role bridging traditional finance and bitcoin2:00 – From equity research to leading bitcoin insights at Morgan Stanley4:20 – The three investor buckets: digital gold, venture, and diversifier7:30 – How institutions evaluate volatility and correlation10:50 – Where bitcoin fits in portfolios today (risk asset vs store of value)14:00 – How to determine if you’re underweight or overweight bitcoin18:00 – Why most investors are still early (0–4% allocation range)21:40 – Will the three investor frameworks converge over time?23:10 – Bitcoin cycles: macro liquidity vs halving-driven supply shocks26:30 – Using cycles for rebalancing vs long-term holding strategies31:20 – Tail risks: quantum computing and “earthquake” scenarios36:10 – Bitcoin as a global store of value and M2-driven returns41:10 – Modeling long-term returns: monetary expansion + adoption48:30 – How to build a position: dollar-cost averaging and timing52:15 – Seasons of bitcoin: winter, spring, and portfolio adjustments55:00 – What it takes for bitcoin to become a standard portfolio allocationWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn: / unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Denny Galindo’s Twitter: https://x.com/DennyGalindo → Timot Lamarre’s Twitter: https://x.com/TimotLamarre
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    58 mins
  • Venture on a bitcoin standard with Allen Farrington

    Venture on a bitcoin standard with Allen Farrington
    Jan 13 2026
    Allen Farrington is an investor at Axiom BTC Capital and a writer known for sharp, contrarian takes on bitcoin and adjacent topics like bitcoin venture capital, fiat “plumbing,” and stablecoins. With Axiom, Allen uniquely focuses on clients’ returns not coming from financial engineering, but from productive deployment of capital to solve real world problems.In this episode, Allen joins The Bitcoin Frontier to share how bitcoin exposes the fiat distortions inside venture capital, why clear lines between saving and investing change founder and limited partner (LP) behavior, and what a bitcoin-first stack means for payments and stablecoins. We dig into local capital allocation on a sound-money standard, free/open-source dynamics and moats, and why lightning + ecash may be the endgame for stablecoins.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS:0:00 – Intro & disclaimer; setting up VC in a world of finite money2:12 – Bitcoin as “fixing the plumbing”: unwinding fiat distortions vs fantasizing about the end state4:45 – How artificially low rates monetize other assets and push allocators out the risk curve7:28 – Pension funds, liabilities, and why flows into venture decouple from fundamentals9:46 – “Thousand-x or bust”: why LP incentives shape VC behavior (and fund crypto)12:02 – Saving vs investing: why buying bitcoin ≠ venture investing (and Axiom’s thesis)16:05 – Local investing on a sound-money standard and higher opportunity costs for founders20:52 – Measuring in bitcoin terms: hurdle rates, returns, and what “outperforming bitcoin” really means27:15 – Trusted third parties are security holes… so where do businesses add value? (non-custodial services)32:06 – Moats in a FOSS world: compete by delivering value, not lock-in36:50 – “Zero to One,” monopolies, and why ruthless excellence beats user exploitation41:10 – Open vs closed source: the healthy tension in bitcoin-native companies44:22 – Allen’s “half-baked” stablecoin thesis: why new “stablecoin blockchains” are a dead end47:06 – The Genius Act: fully reserved dollars, surveillance tradeoffs, and limited real-world impact so far48:55 – Lightning as settlement layer for fiat tokens; taproot assets / RGB today, ecash tomorrow55:00 – Could fully reserved rails hollow out small banks? Centralization pressures and unintended consequences56:44 – Closing: where to find Allen and Axiom BTCWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Allen Farrington’s Twitter: https://x.com/allenf32 → Timot Lamarre’s Twitter: https://x.com/TimotLamarre → Jose Burgos (Director of Media Production): https://x.com/DeFBeD
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    58 mins
  • Dictators fuel bitcoin adoption with Anna Chekhovich | The Last Free Americans

    Dictators fuel bitcoin adoption with Anna Chekhovich | The Last Free Americans
    Dec 30 2025

    Anna Chekhovich is a Russian activist who manages the Anti-Corruption Foundation’s finances while living in exile. She runs payrolls, budgeting, and fundraising for a movement that faces surveillance, asset seizures, and sanctions. What sets Anna apart is her operational playbook for keeping an organization alive when banks fail you. In this episode, Anna joins The Last Free Americans to share how bitcoin became ACF’s plan B for payroll and donations, how activists build practical off-ramps under hostile regimes, and how she co-designed a simple three-day training that now serves activists from more than 50 countries.

    SUPPORT THE PODCAST:
    → Subscribe
    → Leave a review
    → Share the show with your friends and family
    → Send us an email: podcast@unchained.com
    → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
    → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcast

    TIMESTAMPS:
    0:00 - Intro, disclaimers, and why Bitcoin self-custody matters for human rights
    1:04 - Running ACF finances under surveillance and in exile
    3:23 - Bank freezes and the shift to bitcoin as plan B
    4:52 - Paying 300 plus staff when accounts are seized
    5:57 - Donor safety in authoritarian regimes and why self-custody is essential
    7:10 - Explaining self-custody in the U.S. context
    9:37 - The HRF webinar design and why simplicity wins
    12:09 - Day 1 playbook: custody types, first wallet, sending sats
    12:41 - Day 2 playbook: last mile options, P2P, meetups, and ATMs
    13:52 - Day 3 playbook: self-hosted crowdfunding with BTCPay Server and cold storage
    16:22 - Why lightning for live demos and choosing simple wallets like Muun
    20:57 - Sanctions and supporting family via P2P off-ramps
    31:19 - Multisig for nonprofits and where Unchained fits
    35:02 - Privacy by default with coinjoin and better ops hygiene
    39:14 - The peace time case for self-custody and financial dignity

    WHERE TO FOLLOW US:
    → Unchained X: https://x.com/unchained
    → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
    → Unchained Newsletter: https://unchained.com/newsletter
    → Joe Kelly’s Twitter: https://x.com/josephkelly
    → Anna Chekhovich’s Twitter: https://x.com/AnyaChekhovich

    Show More Show Less
    43 mins
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