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May 14, 2026 · 1h 27m

QUANTIFYING THE VIBES: Bitcoin Sentiment Analysis, Memes, and Fiction | Michael Sullivan

I sit down with Michael Sullivan, author of Blood of the Bourgeoisie, to explore his groundbreaking Bitcoin sentiment analysis work that goes far beyond the fear and greed index, tracking individual high-signal Bitcoiners' language at a granularity most hedge funds only use behind closed doors. We also go deep on Blood of the Bourgeoisie, the Bitcoin thriller I had the honor of narrating, which captures the inner con

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THE BITCOIN PODCAST WITH WALKER

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1 I realized I kind of like accidentally stumbled into methods that some of these like hedge funds 2 are doing really quietly.

It seems 3 like they recognize that the seller strategy is clearly a better strategy than what they've been 4 embarking on.

They chose to spend their time in that manner by directly leeching the wealth out 5 of the exact people who they claim to have as customers.

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I realized I kind of like accidentally stumbled into methods that some of these like hedge funds

are doing really quietly. I'm just like putting them out there right now for Bitcoin. It seems

like they recognize that the seller strategy is clearly a better strategy than what they've been

embarking on. They chose to spend their time in that manner by directly leeching the wealth out

of the exact people who they claim to have as customers. I'm a fundamentally different person

for having discovered Bitcoin. I'm way more optimistic. I'm constructive, motivated, just

like so many different things.

It's just impossible to convey all the things that you know about Bitcoin to other people.

Show notes & resources

I sit down with Michael Sullivan, author of Blood of the Bourgeoisie, to explore his groundbreaking Bitcoin sentiment analysis work that goes far beyond the fear and greed index, tracking individual high-signal Bitcoiners' language at a granularity most hedge funds only use behind closed doors. We also go deep on Blood of the Bourgeoisie, the Bitcoin thriller I had the honor of narrating, which captures the inner conflict every Bitcoiner knows between wanting to burn the system down and finding the more constructive path forward. The conversation dives into language, narrative formation, Bitcoin culture, the psychology of markets, AI-assisted creativity, and the tension many Bitcoiners feel between revolutionary anger and peaceful opt-out through freedom technology.