Q sits down with Nolan Bauerle (CountBTC) for a conversation that goes way past the price chart. Nolan's frame: the Iran war was decided the day Lloyds of London pulled war insurance, because the real fight was between physical energy delivery and the paper version of it (Brent, futures, risk premiums). Fiat is words. And the world is shifting toward something more symbolic, simpler, and physical.
From there it gets spicy. Politics as kayfabe, the Whitfield Diffie story about America being imperial and revolutionary at the same time, why Quebec is quietly what MAGA wants, and where the two of them part ways on Israel, lawfare, and whether Trump runs again. The through-line is Nolan's uncomfortable thesis for Bitcoiners who see themselves as pure revolutionaries: you don't beat Wall Street by nagging it into self-custody. You infect it, redefine its incentives, and separate money from state at the level of taxation and collateral.
Disagreement, history, and a lot of laughs.
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