SLP390 Dan McArdle - Which Bitcoin Narratives Are Dead?
Dan McArdle joins me on the show to chat about his experiences as a long time Bitcoiner and ways to think through what’s going on now. We chat:
- Is the “4 year HODLer” stat dead?
- Insights from prior cycles and drawdowns
- FUD cycles
- Casebitcoin.com and CAGR stats
- How to think about bear markets
Links:
- Twitter: @robustus
- Site: casebitcoin.com
- Inflation thread
Sponsors
- Swan Bitcoin
- Braiins.com
- Voltage
- Unchained Capital (code LIVERA)
- CoinKite.com(code LIVERA)
Stephan Livera links:
- Show notes and website
- Follow me on Twitter @stephanlivera
- Subscribe to the podcast
- Patreon @stephanlivera
You May Also Like

Home Assistant Podcast
Mostly Automated Media

TBPN
John Coogan & Jordi Hays

Security Weekly News (Audio)
Doug White

Security Weekly Podcast Network (Video)
Security Weekly Productions

Engadget News + Next
Engadget

Daily Tech News Show
Tom Merritt

MacVoices
Chuck Joiner

Elon Musk Podcast
Stage Zero

AI Unraveled: Latest AI News & Trends, ChatGPT, Gemini, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias
Etienne Noumen

Latent Space: The AI Engineer Podcast
Latent.Space
Community discussion