Over The Horizon: A Bitcoin Podcast
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About This Podcast
Learn from industry leaders and experts across bitcoin, real estate, and global macro as they discuss what's happening and what's over the horizon.
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Recent Episodes
How STRC and Digital Credit Could Break the Four-Year Bitcoin Cycle with Jeff Walton
In this episode, Jeff Walton, Chief Risk Officer at Strive, joins me to break down why Bitcoin may have already bottomed and why the market structure around it is changing faster than most people…
Bitcoin, AI, and the Credit Air Pocket with Michael Tanguma
Michael Tanguma, Founder and CEO of Onramp, joins me to discuss why Bitcoin may be entering its next major phase just as credit markets, custody assumptions, and traditional finance itself begin to…
Bitcoin to $200K and Gold to $6,000 with Lawrence Lepard
Lawrence Lepard joins me to discuss why the money is breaking in real time, why consumer sentiment is collapsing even as the S&P pushes higher, and why he believes the next big print is getting…
Will Bitcoin Survive War, Oil Shocks, and Fed Panic with James Lavish
James Lavish joins me to break down one of the most chaotic macro backdrops in recent memory: war risk in the Middle East, oil-driven inflation, Fed paralysis, quantum computing fears, and a new wave…
How Strategy and STRC Could Build a $100T Bitcoin Financial System with Dan Hillery
Dan Hillery joins me to break down one of the biggest shifts happening in bitcoin right now: the rise of a full Bitcoin-native financial stack. We get into why STRC has become such a breakout…
Michael Howell: Oil Shock, Bitcoin Outperformance, and Why the Global Liquidity Cycle Is Turning
Michael Howell joins me to break down one of the most important macro setups in the world right now: falling global liquidity, rising oil prices, a growing debt maturity wall, and the changing…
Morgan Stanley’s Bitcoin ETF Changes Everything with James Seyffart
Morgan Stanley is preparing to launch its own spot bitcoin ETF, and that could mark another major step forward for institutional bitcoin adoption. In this episode, James Seyffart of Bloomberg…
Why STRC Is Buying 3.2x Bitcoin’s Weekly Supply with Sam Callahan
Sam Callahan returns to Over the Horizon to break down why Strategy's Perpetual Preferred Stock, STRC (Stretch), may be one of the most important Bitcoin products in the market today. Joe and Sam…
Bitcoin Crashes to $67,000: Navigating The Bear Market with Caleb Franzen
In this episode of Over The Horizon, I’m joined by Caleb Franzen, Founder of Cubic Analytics, to break down why Bitcoin’s crash to $67,000 matters and what the data says about where price could go…
Why Bitcoin Is Headed to $10,000,000 with Rajat Soni
Rajat Soni is a CFA charterholder who worked in traditional finance for nearly a decade. Today, he creates personal finance and bitcoin content full time. In this episode, we break down why bitcoin…
$340,000 Bitcoin Before the Next Halving with British HODL
In this episode, I sit down with British HODL, one of the most direct voices in Bitcoin and a former real estate, gold, and TradFi investor who went all-in after understanding Bitcoin’s monetary…
Bitcoin for Growth, Real Estate for Cash Flow with Grant Cardone
In this episode, I’m joined by Grant Cardone to break down one of the most important investing conversations happening right now: bitcoin and real estate. We start with what’s happening on the…
Bitcoin’s Lost Year, the Rise of Silver, and the AI Shock with Tad Smith
In this New Year’s Eve episode of Over The Horizon, I’m joined by Tad Smith, Partner at 50T Funds and former CEO of Sotheby’s and the Madison Square Garden Company. We reflect on one of the strangest…
Why Bitcoin Could Hit $250k+ in the Next Cycle with Lawrence Lepard
In this episode of Over The Horizon, I’m joined by Lawrence Lepard, Managing Partner at Equity Management Associates, co-founder of the Bitcoin Opportunity Fund, and author of The Big Print. We focus…
Bitcoin's Bear Market, 4-Year Cycles, and the Path to $1M with Mark Yusko
In this episode, Mark Yusko joins me for a wide-ranging conversation on innovation, Bitcoin, AI, the Federal Reserve, and the forces shaping the next decade of markets. We cover: • How innovation…
Bitcoin Treasury Warfare: Jesse Myers on Hedge Fund Pressure, Sentiment, and Bitcoin's Outlook
In this episode of Over The Horizon, I sit down with Jesse Myers, Head of Bitcoin Strategy at The Smarter Web Company, for one of the most comprehensive breakdowns yet of what’s really happening…
Bitcoin at $90,000: Treasury Adoption, Digital Credit, and Strive’s Playbook with Ben Werkman
Bitcoin is down almost 30% from its October high — but under the surface, liquidity, treasury demand, and digital credit markets are accelerating. I sat down with Ben Werkman, CIO at Strive, to break…
Bitcoin Will Reshape the $37 Trillion Commercial Real Estate Market with Chris Drzyzga
Chris Drzyzga joins me to unpack how Bitcoin is fundamentally changing commercial real estate — a $37 trillion market facing structural decline. We discuss how Bitcoin is emerging as a competitor for…
Bitcoin, Gold, and the Spiritual Crisis of Fiat with Bram Kanstein
In this episode, Bram Kanstein, host of Bitcoin for Millennials, explores how fiat currency erodes values, incentives, and meaning—and how Bitcoin restores them. They discuss the educational gap…
Bitcoin’s 2025 Chopsolidation: The Calm Before the Next Big Move with James Check
In this episode, I’m joined by James Check — co-founder and on-chain analyst at Check On Chain — to break down Bitcoin’s current “Chop Solidation” phase and what it means for the next big move. We…
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Over The Horizon: A Bitcoin Podcast has published 30 episodes since July 2025, covering topics in Business, Business News.
Over The Horizon: A Bitcoin Podcast is currently moderate with new episodes weekly. Average episode length is 56m.
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