Rob Wallace | Bitcoin News

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At Bitcoin News, we're dedicated to bringing you the latest insights and analysis on the Bitcoin ecosytem.

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Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoins emerging role as a new monetary revolution and financial system.

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Friday · 1 hr 1 min
Bitcoin About To FORCE Through $125K — Wall St FOMO Is Loading | Scott Melker
Scott Melker has officially flipped bullish and says $125,000 is just a pit stop on the way to $1 million Bitcoin. Scott Melker, market commentator with over a million subscribers and a daily show on Yahoo Finance, joins the show to break down why he stopped trading altogether, why the Treasury just gave Bitcoin its next real catalyst, and why the resilience shown this summer is the real story nobody is talking about. Here is what we cover: • Why Scott rates his current bullishness at 8.5 out of 10 • The Silicon Valley Bank parallel and why that failure quietly launched the last bull run • Why Bessent's bond buyback announcement is a signal, not the actual mechanism, and what it really tells you • Why liquidated shorts only explain Bitcoin's move up to about $71,000 and what changed after that • Why Scott was the most vocal critic of Bitcoin treasury companies and the story of getting pitched seven of them in ten minutes at Bitcoin Vegas • Why the whale wallets that never sold before finally started selling on the way down into the sixties • Why every worst case scenario of this cycle, including Saylor selling Bitcoin, failed to actually crash the price • The debt situation, forty trillion dollars, and what Scott thinks Bessent actually has to do next • Why the four year cycle proponents were early but may still end up right, and why this drawdown broke the standard playbook • Why Bitcoin's real story this summer was resilience, not price action Scott's honest take on self custody, why he still recommends a mix of multisig, hardware wallets, and ETFs depending on the person • The origin story of Scott's viral moment and why removing the holier-than-thou attitude from Bitcoin content resonated with so many people • Why Scott thinks the AI trade ends in a spectacular explosion eventually, even if the timing is impossible to call • How producing music trained Scott's brain for chart pattern recognition before he ever got into trading This is one of the most candid conversations about where Bitcoin stands right now from someone who has been right, wrong, and back again. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW SCOTT 👉 @ScottMelker TIMESTAMPS 00:00 - Introduction — Scott Melker's Bullish Flip 01:17 - On A Scale Of One To Ten How Bullish Is Scott Right Now 01:55 - The Silicon Valley Bank Parallel And How It Sparked The Last Bull Run 07:09 - Why Bitcoin Shines Brightest As Crisis Money 08:39 - Getting Pitched Seven Bitcoin Treasury Companies In Ten Minutes At Bitcoin Vegas 10:26 - Was Scott Public Enemy Number One For Criticizing Treasury Companies 11:59 - The $40 Trillion Debt Milestone And What Bessent Has To Do Next 14:36 - Druckenmiller's Take On Bessent And Why He Bought A Hyperliquid Treasury Company 18:41 - Why Liquidated Shorts Only Explain The Move Up To $71,000 21:31 - The Four Year Cycle Debate And This Summer's Resilience Story 25:02 - Being Your Own Bank vs Being Your Own Custodian 30:02 - Scott's Journey From Altcoin Trader To Bitcoin Maximalist 34:42 - Why Bitcoin At $65K Felt Like A 50% Off Discount 41:30 - The Mom's House Story That Sparked This Conversation 51:10 - Why The AI Trade Ends In A Spectacular Explosion Eventually 55:57 - How Producing Music Trained Scott's Brain For Chart Pattern Recognition SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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Wednesday · 1 hr 3 min
Bitcoin Bull Run Begins — But Nobody Sees This Coming | BTC Sessions
🔴 LIVE - BTC Sessions joins Bitcoin News to break down why the confluence of the Bitcoin bull run and the age of AI is creating the biggest wealth transfer moment in human history, and why most people are completely asleep to what's unfolding around them. From institutional adoption accelerating at an unprecedented pace to the importance of staying sovereign as the old elite scramble to maintain control, this conversation maps out exactly how to position yourself on the right side of the biggest shift of our lifetimes. Plus an introduction to BTC Sessions' new channel Sovereign Sessions and what it means for the Bitcoin community. 👉 Follow Bitcoin News for daily Bitcoin updates, sovereign strategies, and the conversations that keep you ahead of the 1% when the stakes have never been higher. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Join Bitcoin News, Jeff Booth, Eric Yakes and more at Mita TechTalks 2026 https://2026.mitatechtalks.com/ Use Promo Code "BN10" and get 10% off your ticket 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #trending ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 24 · 1 hr 1 min
America Is Sleepwalking Into The Biggest Disaster On Record | Jeffrey Tucker
America just crossed forty trillion dollars of national debt. Jeffrey Tucker says there is no mechanism left to stop it, and the country is sleepwalking toward a disaster most people cannot even see coming. Jeffrey Tucker, founder of the Brownstone Institute and senior economics columnist at Epoch Times, joins the show for a wide-ranging conversation on the collapse of fiscal restraint, the revelations buried in the newly released 1,100-page Fauci Files, and why he is genuinely saddened by what has happened to Bitcoin's founding mission. Here is what we cover: • Why there is no longer any mechanism stopping Congress from spending unlimited amounts forever • How the national debt went from 19.9 trillion to 40 trillion in just ten years and why the pace is accelerating • Why municipal and state bonds carry real risk premiums while US Treasuries do not, and what that distortion is doing to the system • The 192 years it took to accumulate the first trillion in debt versus the 5 months it took for the most recent trillion • What actually held governments in check historically, from the gold standard to the fear of inflation • Why the American dream is effectively dead for everyone outside the top 5 to 10 percent • Tucker's theory that the poor have become political pawns rather than people the system is actually designed to help • The COVID lockdown decisions and why Tucker believes the entire framework of essential versus non-essential work was fabricated on the fly • What the newly released 1,100-page Fauci Files actually reveal and Tucker's own theory about Fauci's early actions • Why China's view of Western human rights and governance shaped decisions during the pandemic in ways few people have connected • The demoralization of legacy media following the Fauci revelations and why the Pulitzer-winning coverage now looks fraudulent • Why 106 million working-age Americans are completely outside the labor market and what that means for the country's future • Why privacy coins are quietly being delisted everywhere and what that says about where financial surveillance is headed • Tucker's honest and complicated feelings about what has happened to Bitcoin and where he still sees hope This is one of the most unfiltered conversations on the state of America you will hear this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟢 Join Bitcoin News, Jeff Booth, Eric Yakes and more at Mita TechTalks 2026 https://2026.mitatechtalks.com/ Use Promo Code "BN10" and get 10% off your ticket 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #trending ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 21 · 56 min
Bessent’s Strategy Exposed — The Great Debasement Everyone Missed | Michael Howell
Everyone called 2025 the year of the Great Debasement trade. Michael Howell says it never actually happened. And what comes next could be the biggest monetary regime change in 70 years. Michael Howell, liquidity expert and founder of CrossBorder Capital, returns to break down why global liquidity, not M2, is the real driver of Bitcoin, why the bond market just broke a 70-year-old pattern, and why the true debasement trade has not even started yet. Here is what we cover: • Why M2 is the wrong metric for Bitcoin and why global liquidity has a 13-week predictive lead on crypto prices • The BES dollar basket explained and why Bitcoin remains the dominant driver even against Ethereum and Solana • Why the real economy and financial economy are pulling liquidity from each other right now • The AI capex boom draining liquidity from financial markets and starving Bitcoin of fuel • Why the 30-year Treasury yield breaking 5% is a bigger deal than most people realize and why Howell thinks 6% is coming • The 1951 Treasury Fed Accord parallel and why we may be entering a similar regime change today • The $40 trillion debt threshold and why the average tenor of government debt is quietly being shortened everywhere • Why Scott Bessent's yield curve management is printing money without ever calling it printing money • Why Howell rejects the idea that the debasement trade started last year and what the actual tipping point looks like • China's PBOC liquidity injections and why gold's move has been a China story, not a Western one • Bitcoin's global liquidity cycle model and why it points to a bottom around the middle of 2027 • Why Howell is not a believer in the four year cycle and what he thinks is driving Bitcoin's cycles instead • The best monetary hedge for a high inflation regime and why crypto's multiplier effect means even a small allocation matters enormously This is one of the most technically rigorous breakdowns of global liquidity and its relationship to Bitcoin you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 19 · 59 min
3 MAJOR BTC ATTACKS: How To Stop Home Invasions + Scams | Tony Yazbeck
LIVE 🔴 Bitcoin self custody in 2026: the COLDCARD hack, the Trezor data breach, and how to secure Bitcoin. Hardware wallet security, multisig, passphrases, entropy and on chain time locks, rebuilt from first principles. Self custody just failed a stress test nobody was ready for. A COLDCARD firmware flaw produced weak seeds going back to 2021, and coins were swept from people who believed they held the safest hardware wallet made. Trezor customers had their names, home addresses and phone numbers leaked through a shipping partner, many of them people who had only just switched. A fake Sparrow wallet sat live in the App Store. A phishing ad ranked above Trezor's own search result. BitBox audited itself with AI and found critical bugs. The old advice was buy a device, write down your words, you're safe. That advice is dead. In this episode we rebuild Bitcoin self custody from first principles with two people who do this for a living: Tony, founder of The Bitcoin Way, and Doctor Francesco Madonna, CEO of BitVault. They agree on the diagnosis and they disagree, sharply, on the cure. Tony will not allow a third party anywhere near a setup. Francesco's design puts a co-signing key with a service and enforces spending delays on chain. We put that disagreement on the table instead of around it. We also build the actual 2026 process, step by step: ordering a hardware wallet without your home address ending up in the next breach, generating and verifying entropy, passphrase structure, when single sig plus passphrase beats multisig, two of three across multiple vendors, on chain time delays, descriptor backups, and the recovery rehearsal almost nobody runs. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 17 · 1 hr 3 min
The Wealthy Are Sitting Ducks For What's Coming (It Will Cost Everything) | Steven Franssen
The wealthy are sitting ducks. Steven Franssen says most of them do not even realize it. Steven Franssen returns for his third appearance on the show to break down why the newly minted decamillionaires of the last decade have no sound economic footing, why the political chaos in Washington is quietly setting up the largest wealth transfer in modern history, and why $1 million Bitcoin might be the trap that costs complacent wealthy people everything. Here is what we cover: • The Coldcard hack and why the only people protected were the ones who used the randomizing function nobody thought they needed • The ethics of white hat hackers sweeping vulnerable funds and what happens to victims now • Bitcoin governance and consensus explained through the lens of a limited state and voluntary reputation-based society • The PPP loan fraud nobody has to pay back and what it reveals about who the rules actually apply to • Why the great mistake wealthy people are making right now is taking the current situation for granted • Trump's broken promises beyond Ross Ulbricht, the meme coin controversy, and why the Iran war directly suppressed the Bitcoin price • Why Scott Bessent's oil price magic trick has held so far and how long that can possibly last • The generational wealth transfer nobody is talking about and why BlackRock is positioned to inherit what the boomers built • The DSA, downwardly mobile elites, and why hardline ideologies are gaining ground on both extremes • Flock cameras, the surveillance state, and the first real grassroots pushback against it in years • Why the 2026 midterms could hand Bitcoin its biggest bull case yet regardless of who wins • Why Bitcoin becomes more important, not less, as trillions get printed into the AI trade • Closing thoughts on individual change, moral progress, and where Steven finds hope right now This is one of the most wide-ranging and unfiltered political and macro conversations you will find on Bitcoin News this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 14 · 49 min
The Last 2 Weeks Exposed Something Very Disturbing About Bitcoin (I Was Wrong) | Bob Burnett
Bob Burnett just confirmed the thing most Bitcoiners did not want to hear. BIP-110 did not fail because of the miners. It failed because Wall Street, the exchanges, and Strategy said no. He watched it happen live from his couch, already certain of the outcome since June. Now he is back with the most candid insider account you will hear anywhere: what actually went down at Ocean, why the suits and the custodians decided this fight before a single block was mined, and why the social layer wound from this may take far longer to heal than the technical one ever did. Here is what we cover: • The moment an Ocean-mined block appeared on both sides of the chain split at the exact same time • Why Bob believes BIP110 was never close to succeeding despite the hype in the final weeks • Why he does not agree that miners control Bitcoin and why the real story is about exchanges, custodians, and user demand • How Antpool and Foundry effectively decided the outcome and why Foundry giving clients a binary choice mattered enormously • The Roughnecks group spending roughly half a million dollars a day renting hash rate to keep BIP110 alive • What actually happens to the abandoned BIP110 chain now, including a hard fork, a new hashing algorithm, and a new difficulty level • An inside look at the division within Ocean itself between the three camps, and how Ocean built dual-template infrastructure to give miners a real choice • The full explanation of Ocean's 0.3 BTC refund to users who were signaling for BIP110 without realizing it • Why Bob compares the split to a divorce and calls for empathy and healing on both sides of the community • What comes next for Ocean, including the new Portal product, SOC 2 compliance, and a renewed push for decentralized block production • A first look at a brand new BIP Bob is working on and the open questions around how any future Bitcoin upgrade should be proposed and activated This is one of the most honest and firsthand accounts of the BIP110 fork you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 12 · 1 hr 3 min
Wall Street Has Taken Control of Bitcoin (And There’s No Going Back) | Rod Palmer & Coinicarus
LIVE 🔴— The battle for Bitcoin is OVER. The Bitcoin Red Team. The Bitcoin Security Consortium. The failure of BIP-110. Something has shifted in Bitcoin and most people have not clocked it yet. Coinicarus and Rod join the show live to ask the question a lot of Bitcoiners are quietly thinking but not saying out loud. Have the suits taken control of freedom money? And if they have, is there any going back? Here is what we get into: Why the Bitcoin Security Consortium and the Bitcoin Red Team signal a new phase of institutional control over Bitcoin infrastructure Why BIP-110 failed and what that failure actually reveals about who holds real power in Bitcoin governance today Whether Wall Street money and corporate treasury companies have fundamentally changed the character of Bitcoin Whether this shift is inevitable maturation or a genuine threat to what made Bitcoin different in the first place What Bitcoiners who care about sovereignty and decentralization should actually be watching for next This is a live conversation, so expect it to get heated. Freedom money was never supposed to have a boardroom. Now it might. 🔔 Subscribe for weekly Bitcoin and macro analysis. Follow the guests: Coinicarus → https://x.com/coinicarus?s=11 Rod → https://x.com/rodpalmerhodl?s=11
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August 11 · 58 min
Bitcoin Isn't Just Killing The Dollar — It's Killing Democracy | Prince Filip & CTO of Jan3
In the wake of the Coldcard exploit Alex Bragan, CTO of Jan3, and Prince Filip, Chief Strategy Officer of Jan3, join the show to look at the future of Bitcoin, whether self-custody survives and if this is the start of the end for the sovereign individual or the beginning of a radical new form of government and global politics. They also break down what happened how AI is rocking the Bitcoin world for bad (and good), and why they believe we are witnessing its anti-fragility in action. They also cover the newly released B20 report ranking every country on Bitcoin adoption, why Prince Filip believes monarchies might be the future of good governance, and why the energy side of Bitcoin mining is the most exciting frontier for the rest of the decade. Here is what we cover: • Why AI is now being used by black hat hackers to probe critical Bitcoin infrastructure and why Boltz had to shut down • Prince Filip's own close call with the Coldcard exploit while on vacation and why older firmware saved him • Why going from open source to source available is what actually caused this entire problem • The ethics of white hat hackers preemptively draining vulnerable wallets before criminals can • Why the 25th word BIP-39 passphrase protected many people during this exploit and why you need one • How Aqua Wallet generates entropy and what additional randomness sources are coming • Why Bitcoin cannot be frozen but can be made harder to spend and why exchanges rejecting stolen coins matters • The new B20 report ranking every country on Bitcoin adoption and why the US takes the top spot largely due to seized coins • Why the UK ranks surprisingly high and what that reveals about the scoring methodology • Why Bhutan is one of the best examples of practical nation state Bitcoin usage today • Why Prince Filip believes Switzerland's federated cantonal system is the best functioning democracy in the world • The case for monarchy 2.0 and why Liechtenstein's monarch retaining veto power tells you something important about stability • How Bitcoin mining is quietly starting an energy renaissance, from stranded solar to communist-era district heating systems • Why AI could either massively expand personal freedom or become the ultimate surveillance tool for governments This is one of the most wide-ranging conversations on Bitcoin security, geopolitics, and governance you'll find this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 10 · 51 min
“The Sellers Are 100% Gone” — The Supply Squeeze Has Just Begun | Matt Hougan
The sellers are gone. Bitcoin shrugged at STRC dropping to 75 and the COLDCARD hack. It rallied when Saylor announced a Bitcoin sale. Matt Hougan, CIO of Bitwise, says those two moments told him everything he needed to know about where we are in the cycle. In this conversation Matt breaks down why the Bitcoin bottom is probably in, why the institutional supply squeeze has only just begun, why financial advisors pulled Bitcoin off statements at the end of Q2 and quietly bought it back on July 1st, and why Strategy is entering a very different phase than the one that made it famous. Here is what we cover: • Why Bitcoin shrugging at bad news is the single best indicator that the bottom is in • The Q2 to Q3 flow reversal that caught Matt completely off guard and what it reveals about financial advisor behavior • Why only 5 to 10% of ETF holders sold during a 50% drawdown and what that says about the conviction of the people who actually own it • Why institutional ownership of Bitcoin ETFs is on its way from 20% to 60% and what happens to the price when it gets there • Why the four year cycle is not dead but institutions are living in a 10 year super cycle and how both can be true at the same time • Why BIP110 has not penetrated institutional circles at all and why Matt thinks that is a good thing • The Bitcoin Security Consortium from BlackRock Fidelity and Strategy and why Matt thinks the mercenary reason for it is actually fine • Why quantum comes up in every institutional meeting as a blocker to allocation and what actually convinces them to move forward anyway • Strategy 2.0 explained and why the easy button phase is over and the managerial skill phase has begun • Why STRC is a retail led phenomenon and what would need to change for institutions to take it seriously • The hardest question Matt would ask Saylor on the earnings call today • Why the next cycle catalyst is stablecoins and tokenization and why Bitcoin gets a free lift from all of it • Why Bitwise officially forecasts Bitcoin at 1.3 million by 2035 and why Matt thinks that is probably conservative This is one of the most grounded and data-driven takes on where Bitcoin stands right now from someone who does 15,000 institutional meetings a year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 8 · 57 min
The COLDCARD Hack Did NOT Mark The Bitcoin Bottom | Ben Cowen
The Coldcard hack was devastating. But Ben Cowen says it did not mark the bottom. And he has the data to show exactly why. Ben Cowen joins the show to break down why the price barely moved after one of the worst security events in Bitcoin history, why 2026 is tracking 2018 almost perfectly, and why the real bottom is still ahead, likely triggered by a stock market correction in September. He also pulls no punches on Saylor, the treasury company model, Bitcoin conferences, and why the industry completely lost its way this cycle. Here is what we cover: • Why the Coldcard hack did not move the Bitcoin price and what that actually signals about where we are in the cycle • How 2026 is tracking 2018 almost perfectly and why that means the real bottom has not happened yet • Why Ben expects a 10 to 20 percent stock market correction in September and why that will be the catalyst for the Bitcoin cycle low • The social interest data showing Bitcoin engagement is now lower than it was in 2022 and closer to 2018 levels • Why Saylor selling Bitcoin is not about the amount but about the message it sends and what it means for Strategy long term • Why Ben has zero confidence in STRC and why once a peg breaks it never fully recovers its trust • Why the Bitcoin conference has become a treasury company promotional event and why that is antithetical to everything Bitcoin stands for • Why Bitcoin treasury companies that exist solely to raise money and buy Bitcoin are no different from the altcoin founders they used to mock • Why narrative always follows price and why we will all find a reason for the drop after it happens • Why the ETFs have actually been declining in holdings in recent months and what that tells you about the state of retail participation • How the 30 year Treasury yield being higher now than when rates were at 5.5 percent proves the Fed does not control the long end of the curve • Ben's own conference in Miami on November 21st and why he built it around having a rational market discussion without booing dissenting views off stage This is one of the most honest and unfiltered conversations about where Bitcoin actually stands right now. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW BEN 👉 @benjaminjcowen SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 5 · 57 min
Bitcoin STILL Under AI Attack - Who's Next | Seth for Privacy
The Coldcard hack was just the beginning. New vulnerabilities have now been found in Boltz and multiple other wallets. And the people building the tools you use every day say the attack surface is growing faster than the community can patch it. Seth for Privacy from Cake Wallet, Danny from Breez, and PretyFlaco from Blink Wallet join the show to break down the latest wave of Bitcoin security failures, who is still vulnerable, and why the intersection of AI and Bitcoin attacks may be the most dangerous development in the sixteen year history of this network. Here is what we cover: The new vulnerabilities found in Boltz and other popular wallets after the Coldcard hack and what they mean for your stack Who is still at risk right now and why the blast radius is much wider than most people realize Whether these attacks are isolated incidents or part of a coordinated long-game operation targeting Bitcoin holders How AI is changing the nature of Bitcoin attacks and why the old security playbook is no longer enough What the future of self-custody looks like in a world where AI can probe for vulnerabilities faster than humans can find them Whether Cake Wallet, Breez, and Blink are safe and what each team has done in response to the new threat landscape How these attacks are going to ripple into every other industry that relies on cryptographic security The hierarchy of Bitcoin security in 2026 and what has fundamentally changed in the last few weeks What every single Bitcoin holder needs to do right now regardless of which wallet or hardware device they use What Bitcoin security needs to look like going forward and how the community adapts before the next wave hits The biggest black swan in sixteen years of Bitcoin is not over. This conversation is required listening for anyone who holds Bitcoin. Resources: Cake Wallet: https://cakewallet.com/ Breez: https://breez.technology/ Seth's site: https://sethforprivacy.com/ 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 4 · 1 hr
MORE BITCOIN WALLETS EXPOSED - Do Not Assume You're Safe | Jameson Lopp
The COLDCARD hack is still sending shockwaves through the Bitcoin community. But Jameson Lopp and Nick Neuman say the bigger question is not what just happened. It is what is coming next. In this conversation we bring in two of the most respected voices in Bitcoin security to break down who is actually vulnerable, what every Bitcoin holder needs to do right now, and whether this attack was the beginning of something much larger and more coordinated than anyone wants to admit. Here is what we cover: Are more hacks on the way and what the latest on-chain signals are already suggesting Who is vulnerable outside of COLDCARD users and why assuming you are safe is the most dangerous thing you can do right now Whether the COLDCARD hack could have been a retirement attack, a coordinated long-game operation designed to hit the people with the largest and oldest stacks The hierarchy of Bitcoin security in 2026 and whether everything we thought we knew just changed What every Bitcoin holder needs to do immediately regardless of which hardware wallet they use Whether Boltz suspending activities and wallets like Aqua and Bull Bitcoin are actually safe right now How AI is going to fundamentally disrupt Bitcoin security going forward and why the attack surface is growing faster than most people realize Why Saylor's loud silence on the hack is raising eyebrows and what it might signal Why Saylor selling went almost completely unnoticed while the community was focused elsewhere Where is NVK the founder of COLDCARD and why his absence from the public conversation is one of the most discussed topics in Bitcoin security right now What the next chapter of Bitcoin security looks like and how the community needs to adapt before the next attack lands Do not assume you are safe. This conversation is for everyone who holds Bitcoin. Resources: Casa: https://casa.io/ Trezor: https://trezor.io/ Lopp's site: https://www.lopp.net/ 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 3 · 1 hr 8 min
"July 31st Everything Collapses" — Astrologer's Insane Bitcoin Foreshadowing (Not What You Think)
It is time to start taking this seriously. Adam Sommer is a professional astrologer with nearly 20 years of experience and a Bitcoiner for almost a decade. Earlier this year, he spent an entire class series telling students that late July 2026 could be the beginning of a major financial reckoning. He predicted this weeks before the COLCARD hack shook the Bitcoin world. The details were not identical. But the timing was. And when you look at the convergence of cycles he was tracking, it is very hard to call it a coincidence. In this conversation, Adam breaks down why Bitcoin has a birth chart, why the 18.6 year nodal cycle is the most reliable indicator he has ever found, and why Bitcoin is about to hit its first nodal return, a cycle that has predicted every major real estate and financial crisis for a century. Here is what we cover: • Why Adam called late July 2026 as the beginning of a potential 2008-style reckoning and how that prediction came true before we even hit record • What the minor grand trine is and why a French astrologer predicted it would mark the birth of a new civilization back in the 1990s • Why the Bitcoin four year cycle is probably just a coincidence astrologically but the 18.6 year nodal cycle is anything but Bitcoin's birth chart explained, why January 3rd 2009 in London is the date most astrologers use and what it reveals right now • Why Saturn and Neptune coming together every 36 years reshapes the world and why the last time it happened the World Wide Web was born • Why Bitcoin is the only 24 hour free market left and why Adam uses it as his truth gauge for the entire global economy • Why Adam does not trust Saylor and has never owned MSTR, and the reason he thinks the STRC preferreds are a distraction from everything Bitcoin was built for • The Jack Mallers and 21 Capital situation and why Adam thinks Tether quietly took over • Why AI agents are going to need Bitcoin and Lightning to transact and why that is already baked into the charts • The quantum FUD reframe, why if quantum ever breaks Bitcoin everything else is already destroyed • Why the BIP110 civil war and the August 8th mandatory signaling period may be astrologically linked to the eclipse on August 12th • What Adam sees coming for Bitcoin in the next quarter and why relative strength in a collapsing tech market may be the most important signal right now If you have ever dismissed astrology, this conversation will at minimum make you wonder. 🔔 Subscribe for weekly Bitcoin and macro analysis. Adam's website: https://www.adam-sommer.com/ SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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August 1 · 1 hr 6 min
The Death of Bitcoin Self-Custody — What Happens After COLDCARD? | Zach Herbert, Michael Tanguma, Josh Groth
EMERGENCY: Your COLDCARD Seed May Be Broken. Here Is What To Do Coinkite has disclosed a firmware bug that caused COLDCARD hardware wallets to generate seed phrases without proper randomness. Roughly 594 BTC, about 38 million dollars, was swept from nearly 500 wallets in a handful of blocks. If you generated a seed on a COLDCARD, act before you finish watching. The most important thing to understand: the firmware hotfix protects new seeds only. It does not repair a seed that was already created on vulnerable firmware. Updating your device does not make you safe. Migrating to a new seed does. WHO IS AFFECTED COLDCARD Mk3 running firmware 4.0.1 through 5.0.3: Coinkite estimates the effective search space at roughly 40 bits instead of the intended 128. Treat these seeds as at risk and migrate now. COLDCARD Mk4, Mk5, and Q: additional entropy from the secure elements put these at roughly 72 bits, better than Mk3 but still below the 128-bit target. Coinkite advises updating to firmware 5.6.0 (Mk4 and Mk5) or 1.5.0Q (Q), then generating a completely new seed. Seeds protected by a strong, unique BIP-39 passphrase, or created with at least 99 independent dice rolls, are at minimal risk according to Coinkite's early analysis. TAPSIGNER, OPENDIME, and SATSCARD are not affected. They use a different codebase. IMPORTANT Coinkite has not confirmed that the on-chain sweep was caused by this bug. Researchers consider it the most plausible explanation, and the investigation is ongoing. No COLDCARD device was physically breached, no PIN was defeated, and no secure element was broken. This is a seed generation flaw. Never enter your seed phrase into any website or tool claiming to check whether you are vulnerable. Expect scam checkers to appear. Migrate calmly, verify your wallet fingerprint, and send a small test transaction before moving the rest. OFFICIAL SOURCES Coinkite Mk3 advisory: https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/ Coinkite technical backgrounder: https://blog.coinkite.com/entropy-technical-backgrounder/ Firmware downloads: https://coldcard.com/docs/upgrade GUESTS Josh of Nova Sapiens Michael of OnRamp Zach of Foundation Devices
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July 29 · 1 hr 3 min
Bitcoin Bottom In? AI Bubble Signals Everything's About to Shift | André Dragosch & DurdenBTC
LIVE 🔴 DurdenBTC and André Dragosch are bringing two of the sharpest analytical frameworks in the Bitcoin space to bear on the most important questions in the market right now: \ Is the Bitcoin bottom already in?\ Is the AI trade finally topping out?\ And what does the Strait of Hormuz crisis mean for capital flows into hard assets? Dragosch's valuation models and Durden's market structure analysis converge on conclusions that most investors are nowhere near positioned for. This is the data-driven conversation that cuts through the noise when everything is moving at once. 👉 Follow Bitcoin News for daily Bitcoin updates and deep macro analysis. 👉Follow @Andre_Dragosch and @DurdenBTC for more of their work. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin with an initial $100 USD deposit 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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July 27 · 1 hr 3 min
Insiders Are Manipulating Twitter To Kill Bitcoin's Price On Purpose | Michael Sullivan & Adrian Morris
Someone is paying to manipulate your Bitcoin timeline. And most people scrolling through it have absolutely no idea it is happening. Michael Sullivan reads the language of Bitcoin Twitter. He says desire, the emotion most closely correlated with bull market tops, is at its lowest level in eight years. Adrian Morris reads the options market and the financial data itself. He says sentiment is being manufactured in real time by accounts working on behalf of hedge funds and short sellers. Today they reveal they are merging their work into a single model. And they explain exactly who is paying to move the algos and why it is working. Here is what we cover: • Why desire is at an eight-year low on Bitcoin Twitter and what that has historically signaled about cycle position • How Adrian reads sentiment directly from financial data instead of language and why that is a fundamentally different signal • Why narrative leads price rather than follows it and the data that proves it • Why Saylor is not the problem, he is just the gravitational pull point for a community that was already angry • The capitalist cohort of Bitcoiners is trending up in conviction while the fundamentalist cohort is trending down and why that matters • Who is paying to run bot armies against MSTR and Bitcoin on X and how the manipulation actually works at the algo level • Why moving the algorithm by half a percent matters enormously when you are running a thirty million dollar position • How large accounts with huge followings are knowingly being used to manufacture narratives for hedge fund entries and exits • Why the X algo change has amplified bots and noise rather than genuine sentiment • Whether price going back up will reunite the Bitcoin community or whether the fractures are now permanent • Why both guests think the Bitcoin community has never really been one unified thing and never will be • How to use AI to scale your thinking rather than just outsource it This is one of the most forensic and unflinching looks at what is actually driving Bitcoin sentiment you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use code "BITCOINNEWS" and get a $21 signup bonus in Bitcoin after you make your first $100 USD deposit. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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July 24 · 1 hr 22 min
Bitcoin Could Split In 15 Days — How To Protect Your Stack | Wicked & Portland Hodl
Bitcoin could split in 15 days. And most people have no idea what that actually means for their stack. Wicked Smart Bitcoin and Portland Hodl join the show to give you the most clear-eyed, technically grounded breakdown of what is happening with BIP110, what you need to do before August 8th, and why both of them think this fork is going to fail miserably — and why that is actually bullish for Bitcoin. Here is what we cover: • Should you move your Bitcoin around August 8th — the practical answer with no hype • The single most important distinction in this entire debate: policy vs consensus, and why most people arguing about it have never had it explained clearly • Why Bitcoin Core version 30 changed the rules at school but did not change the laws of physics • The eight rules of BIP110 broken down one by one — which ones are fine and which ones Wicked calls his deal breakers • Why the 55% activation threshold is almost comically low and why it almost guarantees a chain split • Why stopping spam on Bitcoin is a cat and mouse game you can never win at the consensus level • The role of fees as the only real defense against spam and why monetary adoption is the long-term answer • Whether we will see an airdrop of BIP110 coins and where you could even sell them if we did • Why Portland says we will know within the first hour of mandatory signaling whether this fork succeeds • Who actually governs Bitcoin and what this fight reveals about how consensus forms and fails • Why BIP110 failing would be one of the most bullish things that could happen for Bitcoin right now This is the calmest and most technically grounded conversation you will find on this topic anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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July 22 · 1 hr 1 min
The Disturbing Bitcoin Signal Hiding In Plain Sight | Rekt Capital
LIVE 🔴 Rekt Capital Market Analysis. Is Bitcoin quietly building a base… or is this summer range setting up for another leg lower? In this live stream, Rob Wallace is joined by Rekt Capital to break down Bitcoin’s current market structure, the significance of the 200-week moving average, and whether the current consolidation resembles historical summer ranges that preceded major moves. Topics include: • Is the current summer range accumulation or distribution? • Why the 200-week SMA remains one of Bitcoin’s most important support levels • The series of macro lower highs since October 2025 • What Bitcoin needs to invalidate the current downtrend • Why buy-side volume is the key metric to watch • Historical summer range comparisons • What could trigger the next major move in Bitcoin If you’re looking for objective technical analysis grounded in historical market behavior rather than hype, this conversation is for you. Find Rekt on X: https://x.com/rektcapital 👍 Like the stream, subscribe for more Bitcoin market analysis, and let us know in the comments: Is this range accumulation or distribution? SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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July 20 · 1 hr 3 min
Everyone Calling For A Bitcoin Bottom In October Is WRONG | Sina Bitcoin Intelligence
Sina, the analyst behind Bitcoin Intelligence and the man who helped popularize the power law, the quantile bands, and the momentum model, is back for his first interview in over a year. Last time he was on, he said the $250K calls for 2025 were dangerously overextended. Bitcoin topped at $126K in October and is now down over 50%. He nailed it. Now he is back to tell you what his models are saying right now, why two of them currently disagree, and what actually needs to happen to end this bear market. Here is what we get into: • How Sina called the October top when the entire market was screaming $200K to $250K • Why this bear market hit harder than even he expected and the hidden leverage that caused it • The three headwinds holding Bitcoin back that almost no one is talking about • How AI drained the development capital that used to build on Bitcoin and what that means for adoption • Why falling inflation could be the single catalyst that ends the bear market • The counterintuitive truth about why Bitcoin rips when inflation falls and not when it rises • The power law chart showing Bitcoin at its most undervalued position ever recorded • The VPLI chart quantifying exactly how oversold Bitcoin is right now • The quantile model showing Bitcoin at the lowest band in years and what that means for DCA • The momentum model explained and why it is still flashing red despite the recent bounce from $58K • How to balance the quantile deep value signal against the momentum red signal • How to know if you are overallocated and the single best sign to watch for • Why following influencers into leverage trades is one of the worst financial decisions you can make • How Sina called out Bitcoin treasury companies a year ago when it got him attacked and unfollowed • The preferred stock math that proved the treasury model was structurally flawed from day one • What Saylor got right, where he went wrong, and why the narrative shift from sound money to paper products is a problem • Why spending Bitcoin is not the enemy of Bitcoin and the fallacy Saylor promotes • What Bitcoin actually needs to return to all time highs and why it cannot happen on speculation alone Links: X: https://x.com/Snz_BTC Substack: https://bitcoinintelligence.substack.com/ SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe
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