Syz the Future – Details, episodes & analysis

Samson Mow (https://x.com/Excellion) of JAN3 / ex-Blockstream fame, is a regular advisor to Nation States on integrating Bitcoin to manage sovereign debt and an accomplished gaming and tech entrepreneur. He discusses how his work with digital money and technology has come into contact with notions of privacy and freedom and how our love of more and more convenience may end up costing us more than we realize, especially with the emergence of Central Bank Digital Currencies (CBDCs) and Digital IDs. This conversation is surely one not to miss, touching on the increasing levels of surveillance across the world in the last decade enabled by the leaps in technological innovation and why we may wish to take pause when it comes to embracing the latest convenience.

Just around the same time of the recording this episode the UK announced implementation of its own Digital ID and rules called the Digital Identity Attributes Framework (DIAF), which is on a voluntary basis, for now - https://www.gov.uk/government/organisations/office-for-digital-identities-and-attributes.

#privacy #freedomofspeech #money #state #surveillance #technology #CBDC #centralbankdigitalcurrency #freedom

X (Twitter): ⁠https://x.com/syzthefuture⁠

Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠

Find us on your favorite podcast channels:

Youtube: ⁠https://youtube.com/@syzthefuture⁠

Spotify: ⁠https://spoti.fi/3Cbky4e⁠

Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠

Fountain App: ⁠https://bit.ly/4e1ItAt⁠

Instagram: ⁠https://instagram.com/syzthefuture⁠

Website: ⁠https://podcast.syzcapital.com⁠

Jeff Booth is the celebrated bestselling author of the Price of Tomorrow, GP of Ego Death Capital and a well-known thought leader in investment strategies involving Bitcoin. We sit down with Jeff to discuss the mounting pressure we are all feeling in money markets as a result of the out of control money printing by central banks, including, especially the US Federal Reserve over the past few decades. Why do we feel like things have gotten worse despite what everyone is telling us about the economy? And what future can we hope to have when our earnings are continuously being devalued from additional money printing? Join us in a thought provoking and forward looking conversation complete with tangible solutions.

X (Twitter): ⁠https://x.com/syzthefuture⁠

Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠

Find us on your favorite podcast channels:

Youtube: ⁠https://youtube.com/@syzthefuture⁠

Spotify: ⁠https://spoti.fi/3Cbky4e⁠

Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠

Fountain App: ⁠https://bit.ly/4e1ItAt⁠

Instagram: ⁠https://instagram.com/syzthefuture⁠

Website: ⁠https://podcast.syzcapital.com⁠

Chris Wood, the award winning equity strategist at Jefferies/CLSA, author of the long-running investing newsletter GREED & Fear and former Bureau Chief at The Economist joins us to discuss the tectonic shifts in macroeconomics and financial markets in the age of Trump's re-election. This episode explores the incoming administration, US-China geopolitics, monetary policy, portfolio allocation and private equity trends in light of the changing times. A thoughtful and considerate approach of what to make of the current state of the global economy.

00:00 Preview and Title Sequence

01:39 Opening remarks

02:44 Background of Chris Wood

03:57 Financial Markets, Inflation, Deregulation after the US Re-Election of Trump

06:20 Elon Musk, DOGE, Outlook on the Treasury Bond Market, Fiscal Maneuvering

11:20 Geopolitics: China's Economy, Recent Easing Measures, Senior Leadership, Property Market, Outlook on Hong Kong

20:28 Gold v Treasury Holdings: Who are the Buyers? Corporate v Treasury Debt markets

23:16 Portfolio Allocation to Gold and Bitcoin, Strategic Reserve

27:35 Private Equity and Private Credit: Leveraged Buyout (LBO) Model, Unregulated Private Markets

33:06 Passive Index Investing as Socialist Investing

35:32 Chris Wood's Capital Allocation

X (Twitter): https://x.com/syzthefuture 

Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels: 

Youtube: https://youtube.com/@syzthefuture

Spotify: https://spoti.fi/3Cbky4e 

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Instagram: https://instagram.com/syzthefuture 

Website: http://podcast.syzcapital.com

In the inaugural episode of our new BTCTCs subseries at Syz the Future, Simon Gerovich (https://x.com/gerovich) of Metaplanet (3350:JP / $MTPLF) joins Richard (https://x.com/RichardByworth) in the studio for part 2 of our ongoing conversation on Metaplanet and other Bitcoin treasury companies (BTCTCs). The discussion goes in depth on the ins and outs of a functioning BTCTC, from the different mechanisms needed to continually issue shares into the markets in order to accumulate more bitcoin (e.g. ATM) as well as the very unique solution Metaplanet harnessed to achieve the same. We also chat about put underwriting, Metaplanet's entry into the US, growing institutional interest and the Japanese bond and pref market. As a former derivatives trader at Goldman Sachs, Simon put his trading prowess to task taking Metaplanet to a $7bn market cap from $2bn two months ago when we recorded our first session. The BTCTC journey of Metaplanet began at $10mn market cap 14 months ago.

We believe that BTCTCs are acting as the release valve for the outlandish valuations in the Equity and Bond markets. As such, we felt this moment in time required a deeper dive into their analysis. Welcome to the BTCTC sub-series.

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:

Youtube: https://youtube.com/@syzthefuture

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Rumble: https://rumble.com/c/SyztheFuture

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Dr. Chris Knobbe is an ophthalmologist, clinical professor emeritus, researcher and leading voice in health policy unveiling the hidden dangers of seed oils (aka vegetable oils) in our food supply. Driven by the data showing stark correlations between rising chronic disease (coronary heart disease, diabetes, metabolic syndrome, alzheimers/dementia, age-related macular degeneration) and the integration of seed oils into our modern diet, Chris left practice to further research and policy advocacy exploring this troubling and commonly unknown link through AMD Foundation (http://amdfoundation.com) and the book Ancestral Diet Revolution (https://www.amazon.com/Ancestral-Diet-Revolution-Vegetable-Processed/dp/1734071761). After his viral talks at Low Carb Down Under in 2020 (https://youtu.be/7kGnfXXIKZM) and 2023 (https://www.youtu.be/PvZk-jNqzgE), Chris galvanized the discussion scrutinizing the role of "vegetable oils" that are ubiquitous in our modern diet. We caught up with Chris in London for this special episode focused on health, history, and questioning the most basic aspects of our lives today -- our food.

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:

Youtube: https://youtube.com/@syzthefuture

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Rumble: https://rumble.com/c/SyztheFuture

 Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

David Knight Legg (https://x.com/knightlegg) joins us one year after this pod was first conceived to reflect on a rather tumultuous twelve months. As anticipated David cuts through the headlines and performative politics to precisely hone in on what really is going on underlying the present geopolitical turmoil: the current energy play involving Russia and Iran, Trump's territorial assertions towards Greenland, the surprising elections in Canada and Australia, and the impact of technology on the next generation. As our first guest and also the first to reprise that role here at the show, David illuminates our understanding of the world and ourselves.      

Simon Gerovich (https://x.com/gerovich) is the President and Board Rep Director of the top company in the world right now in stock performance, Metaplanet ($MTPLF). After adopting a bitcoin treasury strategy following the footsteps of Michael Saylor's Strategy formerly Microstrategy ($MSTR). Metaplanet shot up to the top of the Japanese stock market and the globe in 2024 and maintains that top ranking today. Simon drops by the studio to talk shop on how he got here, valuation metrics on this new category of company, the ins and outs of accretive dilution, the evolving nature of this capital strategy and how markets are reacting. If you were curious about what all the hubbub is around bitcoin treasury companies recently and the seismic moves throttling markets lately, this is the episode to watch.

00:00 Teaser
01:00 Title Sequence
01:15 Introduction
02:23 Simon Gerovich
04:21 Metaplanet's Bitcoin Strategy and Saylor's MSTR Playbook
07:11 The Categoric Bitcoin Treasury Wave in the Market
08:25 The Market and Tax Structure in Japan
10:27 What is mNAV
12:37 BTC Yield, Accretive Dilution
14:02 The Power of the High Multiple in Accretive Dilution
18:00 Months to mNAV Coverage
20:35 Capturing Aggression of Bitcoin Accumulation
21:47 Capital Strategies in Metaplanet's Future
24:27 Attracting Different Types of Investors
27:22 Leading the Bitcoin Treasury Movement
31:00 Competition in the Bitcoin Treasury Company World
34:03 Institutional Investor Involvement
37:03 Retail Projections: Bitcoin ETF, Tax-Free Investment Schemes
38:34 Allocation of Capital

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:

Youtube: https://youtube.com/@syzthefuture

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Rumble: https://rumble.com/c/SyztheFuture

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Charles-Henry Monchau (https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/) is the Chief Investment Officer at Bank Syz and leading voice on investing in global markets. Charles-Henry is a true citizen of the world -- Swiss-French by birth, growing up in Africa and having worked all over Europe and the Middle East. He drops into the studio to share his distinctive insights on the market on digital assets, free speech and ESG with a focus on what's in store for Europe. Join us to hear from one of the foremost thinkers about market challenges today.

X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:
Spotify: https://spoti.fi/3Cbky4e
Apple Podcasts: https://apple.co/3YUmdV5
Fountain App: https://bit.ly/4e1ItAt
Rumble: https://rumble.com/c/c-6810485

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

The Bitcoin Public Initiative is a direct democratic effort by Luzius Meisser and Yves Bennaïm for the Swiss National Bank (SNB) to include bitcoin in its reserves. Luzius is a board member of Bitcoin Suisse and Bitcoin Association of Switzerland as well as founder of Meisser Economics and Frankencoin. Yves is founder of 2B4CH, a think tank on bitcoin's impact on society, and part of the Swiss representation to ISO on standards for blockchain and DLT. Both guests lead The Bitcoin Public Initiative, embodying direct democracy in action and prompting discussion on the role of bitcoin as a global reserve asset, the actual energy consumption of bitcoin mining and a comparative look at monetary policy worldwide. This discussion was recorded before any details were released about the US Strategic Bitcoin Reserve and Digital Asset Stockpile. This is a uniquely relevant conversation in light of recent chatter about bitcoin as a reserve asset and not to be missed! 

X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:

Youtube: https://youtube.com/@syzthefuture
Spotify: https://spoti.fi/3Cbky4e
Fountain App: https://bit.ly/4e1ItAt
Rumble: https://bit.ly/3R5dKp6

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Jennifer Wines (https://x.com/jennifer__wines) is the Author of Invisible Wealth and a Certified Wealth Planning Advisor with novel insights into the evolution of wealth in our modern age. After many years spent at Goldman Sachs, JPMorgan and Fidelity, she observed that clients were reconceptualizing their definition of wealth (largely in part due to the standstill caused by the pandemic) and it set her off on a journey to further explore this question thoroughly. The result was the book Invisible Wealth where she sets out a framework for understanding wealth throughout history and evolving trends today, as well as the historic generational shift in wealth that is currently ongoing. This discussion provides a moment for reflection and consideration on what it really means to build wealth with value and according to our values.

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Rumble: https://bit.ly/3R5dKp6

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com