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What Bitcoin Did

THE MONEY PRINTER IS COMING w/ James Lavish

By Danny Knowles

Aired Feb 24, 2025 · 1h 15m · Last boosted Feb 26, 2025

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Show Notes

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. In this episode, we discuss global liquidity cycles, the role of the Federal Reserve in managing market liquidity, and the implications of U.S. deficit spending. We also get into Bitcoin’s correlation with liquidity cycles, the potential for Bitcoin-backed bonds, whether Bitcoin will eventually break free from its perception as a risk asset and what incoming QE could mean for Bitcoin’s price. MASSIVE THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com...

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If it doesn’t have in app unilateral exit, it’s custodial, period. This is not negotiable. If something is not implemented then it simply doesn’t exist for the average user. 99.99999% of Spark users don’t even know a CLI app exists let alone how to use it. Without local caching and unilateral exit actually implemented in the app and having hard dependency on operator cooperation to exit then it’s custodial. Listen I actually like Spark and think it makes reasonable tradeoffs in a world without covenants, but as it stands it’s a custodial product. Happy to revise this once we see an actual implementation of unilateral exit and more operators and LSPs, but it’s just the honest reality today.
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If it doesn’t have in app unilateral exit, it’s custodial, period. This is not negotiable. If something is not implemented then it simply doesn’t exist for the average user. 99.99999% of Spark users don’t even know a CLI app exists let alone how to use it. Without local caching and unilateral exit actually implemented in the app and having hard dependency on operator cooperation to exit then it’s custodial. Listen I actually like Spark and think it makes reasonable tradeoffs in a world without covenants, but as it stands it’s a custodial product. Happy to revise this once we see an actual implementation of unilateral exit and more operators and LSPs, but it’s just the honest reality today.
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Wore the “Bugle News” red shirt in Vegas
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Feb 25, 2026
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2026 prediction: in 2025 Mike Brock was only teetering. 2026 will bring his real crash out.
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Quantum is a fake and gay VC scam until it can factor a random three digit integer. Until then my young kids are smarter.
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BakedPotatoFeb 11, 2025
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Great conversation.
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BakedPotatoFeb 27, 2025
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Bitcoin is built on principles and integrity. Well said Ian.
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Continued love from the Seattle crew
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Feb 21, 2026
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Mid and upper models of Flair Espresso maker are plastic free in the brewing areas and around $400-500. Tradeoff is it’s manual but that is just more proof of work. Pair with a metal hot water kettle and you’re all set.
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Great vibes
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Whether people love them or not, super bullish to see tradFI products come to bitcoiners
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Embrace Christmas
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Mar 18, 2025
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You definitely can verify your seed words on a Ledger. You download a specific app from Ledger Live and that allows you to verify your backup.
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Ordered more soap, love it. Enjoy having both cedarwood soap and deodorant.
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What is the use case for Arca versus an Umbrel? Umbrel for picture and non sensitive storage and Arca can save highly sensitive items like passwords or seeds?
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Jul 4, 2026
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I worked for a year at a PE roll up of wood related business (wood pellets, chips, sawmills) AMA.
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French CTV 🤣🤣🤣
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The Palmer luckey game boy clone is AWESOME! Highly recommend
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Going to be a great summer!!!
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Outro song is 🔥🔥
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easy for Bitkey to not show seeds by default, but allow you to access them behind a scary advanced user don’t give this to anyone for any reason warning. Just refusing to provide any seed access at all is disappointing.
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Surge Credit is awesome and strictly superior to terrible lying Lava
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Came back and listened again after another assassination attempt on Trump. Fuck…
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BIP 361 is theft. Any incoherent equivocation to the contrary should be ridiculed. I’m fine with a new optional address format WITHOUT theft.
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Everyone who has boosted THE MONEY PRINTER IS COMING w/ James Lavish on Nostr, ranked by sats sent, all time.

  1. Baked Potato 1k sats
  2. btconboard #LNHANCE or #CTV 200 sats

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