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Guy's Roundtable_011 - Treasuries, Politics, Quantum & Why This Cycle is Different

By Guy Swann

Aired Jul 31, 2025 · 2h 21m · Last boosted Aug 5, 2025

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Show Notes

Why does this Bitcoin cycle feel… different? In this Roundtable, I sat down with Simple Steve, Bitcoin Mechanic, and my brother Jeff Swann for a deep dive into what’s really driving the current phase of Bitcoin adoption. We break down the quiet buildup behind this cycle, the politics creeping into the space, and the shifting nature of Bitcoin treasuries — including why some are already failing. We also get into the weeds on quantum breakthroughs, dust limits, and why lightning still isn’t ready for prime time. From barroom stories to technical debates, we ask: Are the normies...

Nostr Boost Stats

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1.5k
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3
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3

Nostr Community

Everyone who has boosted Guy's Roundtable_011 - Treasuries, Politics, Quantum & Why This Cycle is Different on Nostr, ranked by sats sent, all time.

  1. Helvetica Bold 1k sats
  2. B 400 sats
  3. Prisoner24601 100 sats
Other Episodes This Community Boosts Other shows' episodes boosted by people who boosted this episode
Nostr Boosts:1.5k
BGlassOct 28, 2024
500
👍
helveticaOct 24, 2024
1k
Well said Natalie
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Oct 17, 2024
Nostr Boosts:1.5k
BGlassOct 20, 2024
500
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helveticaOct 18, 2024
1k
100% agreed you need both Medium of Exchange and Store of Value. The Bitcoin that are held by ETF custodian lose the MoE function. We gotta educate people as so many are considering moving their coins to ETF because “self custody is hard”. That would destroy Bitcoin’s value. SoV cannot existing alone.
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Nostr Boosts:1.5k
BGlassSep 21, 2024
500
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helveticaSep 19, 2024
1k
Good guest even though I don’t agree with him on several points
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Nostr Boosts:1.5k
helveticaSep 11, 2024
1k
Thanks for having Mechanic on.
BGlassSep 11, 2024
500
👍
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Nostr Boosts:1.4k
BGlassAug 5, 2025
400
helveticaJul 31, 2025
1k
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Nostr Boosts:1.4k
BGlassMay 17, 2025
400
helveticaMay 15, 2025
1k
Just want to say thanks to Mechanic for standing up and voice out.
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Nostr Boosts:1.4k
BGlassMar 15, 2025
400
helveticaMar 6, 2025
1k
Great show!
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Nostr Boosts:900
BGlassSep 13, 2025
400
helveticaSep 10, 2025
500
While he’s not ENTIRELY wrong… as in I wouldn’t be able to say for certain that the state won’t do a 180 and turn against bitcoin and outlaw it (I agree that if our governments collectively outlaw bitcoin, anyone who owns in will be jailed for 10 years, then we could be in trouble), I think he failed to listen to Natalie’s point of “we are not seeing it”. Bitcoin being embraced by the elites is seen as a negative by Dave (“Larry Fink is not your friend”), but at the same time after Larry Fink embraces it we can be pretty comfortable that the “anyone who owns it gets sent to jail” won’t be happening.
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Aug 30, 2024
Nostr Boosts:1k
BGlassSep 2, 2024
500
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BGlassAug 31, 2024
500
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Sep 11, 2024
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BGlassSep 12, 2024
10k
Thanks Moe and Adam. A good show to cap it.
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Nostr Boosts:800
BGlassMay 9, 2026
400
BGlassApr 9, 2026
400
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May 10, 2025
Nostr Boosts:800
BGlassMay 11, 2025
400
BGlassMay 11, 2025
400
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Jan 8, 2025
Nostr Boosts:800
BGlassJan 9, 2025
400
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BGlassJan 9, 2025
400
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Sep 27, 2025
Nostr Boosts:1k
helveticaOct 2, 2025
1k
Samson has some very valid points on Core and Knots.
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Jun 26, 2025
Nostr Boosts:1k
helveticaJun 27, 2025
1k
This is simultaneously incredibly bullish and fuckn scary. Good episode! I’m not sure I’m fully convinced yet though. Self custody BTC just feels so much safer.
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Jun 19, 2025
Nostr Boosts:1k
helveticaJun 20, 2025
1k
Sorry Paul is pretty delusional with his “Lightning story”, constantly defers to authority, this dev, that engineer… all he talks about is how someone else doesn’t like Lightning and has a bad comment, years ago. While in reality we are using it on a daily basis. Also what other shitcoin would work for 8 billion people today? Strawman.
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Nostr Boosts:1k
BGlassApr 23, 2025
1k
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Nostr Boosts:1k
helveticaFeb 7, 2025
1k
Awesome! Thanks for the great work!
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Nostr Boosts:1k
helveticaJan 9, 2025
1k
Changing to the new show name with a bang! Much better name than Mr Obnoxious. Congrats
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Nostr Boosts:1k
helveticaNov 14, 2024
1k
Thanks for the update 93k LFG
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Nov 14, 2025
Nostr Boosts:500
helveticaNov 15, 2025
500
I hear many prominent / high profile bitcoiners keep saying the reason they oppose Luke’s reasoning is because “filters don’t work” “it’s not easy” “I’m as opposed to jpeg as much as anyone, but there is no solution”. Now this potential soft fork is a solution. Do you still want jpeg and garbage on chain, or do you not? I think the true colour of many people will show just by looking at which way they lean.
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Nostr Boosts:500
helveticaSep 4, 2025
500
What a fantastic chat. I’ve heard the Venezuela story before but still gives me chill.
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Aug 10, 2025
Nostr Boosts:500
BGlassAug 17, 2025
500
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Nostr Boosts:500
BGlassJan 2, 2025
500
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BGlassJan 1, 2025
500
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Dec 26, 2024
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BGlassDec 29, 2024
500
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Dec 26, 2024
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BGlassDec 29, 2024
500
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Nostr Boosts:500
BGlassDec 29, 2024
500
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Dec 22, 2024
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BGlassDec 29, 2024
500
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Episode Boosts

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

  • 400 via Fountain
  • 100 via Fountain
    It is so interesting how quantum computers seem to just be computers build according to a theory, without having actually proven to do something special. Weird. Then again I'm probably just an idiot.