The Cantilever Podcast
The Cantilever Podcast
Latest Episodes
Bitcoin’s Bear Market: Strategy Sells, COLDCARD Fails, and Miners Pivot to AI
As of August 20, 2026, Bitcoin is trading near $63,500 despite moderating inflation, institutional adoption and recent exchange-traded-fund inflows. So why isn’t the price performing better?Danny, Brendan, and Jon examine the macroeconom...
Wartime Markets, Broken Signals, and the Future of Venture Capital
In this episode of the Cantilever Podcast, Danny Perez is joined by partners Brendan and Jon to break down a rapidly shifting macro environment — and what it means for markets, Bitcoin, and venture capital.Over the past month, traditiona...
Episode 45: Why Bitcoin Dumps First (and Runs Hardest After)
Bitcoin is down ~50% from its all-time high—and Cantilever’s not sweating it. In this episode, Danny, Brendan, and John break down why Bitcoin is being traded like “levered Nasdaq” in the short term, why tightening liquidity is the real driver ...
Episode 44: Bitcoin’s 2025 Stress Test: An End-of-Year Recap
Bitcoin hit new all-time highs in 2025—then absorbed one of the largest liquidation events in crypto history and… didn’t break.In this year-end conversation, Danny sits down with Cantilever partners Brendan Quinn and Jon to unpack what B...
