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What Bitcoin Did

The Bitcoin Bear Market Is a Survival Test | Matt Odell

By Danny Knowles

Aired Jul 25, 2026 · 1h 57m · Last boosted Jul 29, 2026

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Show Notes

“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been more bullish on Bitcoin. In this episode, we discuss Jack Mallers stepping down from XXI, the risks of Bitcoin treasury companies, and why profitable businesses should save in Bitcoin rather than make financial engineering the product. We also get into Nostr’s failure to replace X, the continued need for open identity and private communications, and how open-source AI cou...

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Everyone who has boosted The Bitcoin Bear Market Is a Survival Test | Matt Odell on Nostr, ranked by sats sent, all time.

  1. KD 🦘 809 sats
  2. satstacker 500 sats
  3. npub1m0gm4…7lad 250 sats
  4. btconboard #LNHANCE or #CTV 100 sats
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Apr 1, 2025
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npub1m0gm4qa…Apr 2, 2025
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npub1m0gm4qa…Apr 2, 2025
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Jan 7, 2026
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npub1m0gm4qa…Jan 15, 2026
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Sep 14, 2026
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npub1m0gm4qa…Sep 16, 2026
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Demanding 600 Bitcoin after you stole all of someone’s money is utterly insane
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Bro WTF? Everything about their theft is uncommon compared to white hat. You can’t steal and then extort, that isn’t how white hat works. There’s an inherent power balance where you’re “negotiating” with your victim of whom you stole their money. If I break into your house and steal all your shit, will you feel all good if I offer to give most back?
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Jul 8, 2026
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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.
npub1m0gm4qa…Jul 9, 2026
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npub1m0gm4qa…Apr 27, 2025
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Apr 23, 2025
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Apr 23, 2025
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npub1m0gm4qa…Apr 25, 2025
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Apr 16, 2025
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npub1m0gm4qa…Apr 19, 2025
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npub1m0gm4qa…Apr 14, 2025
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Apr 11, 2025
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npub1m0gm4qa…Apr 12, 2025
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Payjoin is awesome and appreciated 🫡🫡
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npub1m0gm4qa…Apr 11, 2025
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npub1m0gm4qa…Apr 7, 2025
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Love Nifty bringing the positive vibes grounded in real BTC progress
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npub1m0gm4qa…Jul 13, 2025
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Love Cove and Praveen👍🏻
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May 31, 2025
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npub1m0gm4qa…Jun 2, 2025
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Seedless is safer is an attack on Bitcoin. Bitkey makes totally reasonable tradeoffs for noobs with modest stacks. But this is dishonest marketing at best.
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May 30, 2025
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npub1m0gm4qa…Jun 1, 2025
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Mar 26, 2025
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Episode Boosts

Every boost sent to this episode, as published to Nostr, newest first.

  • 809 via Fountain
    Surprised BIP-110 wasn’t brought up 🤷‍♂️.. Regardless position, seems pretty relevant at this specific time for a Bitcoin podcast.. Apprecite you both none the less ✊🏻
  • 500 via Fountain
    Great conversation, especially interesting to hear about Odells experience of moving jurisdictions - have faced the same tough decisions. Loved to hear the shout out to bitcoin jungle and Lee! PV 🧡