108: The Hard Bet
IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making.
Episode Links
⚡ Boost from the Web
🇺🇸 Buy Sats on River - The best way to stack in the US
🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
🏦 Fold Card - Pay bills Stack Sats
💵 SALT Lending - Get access to your BTC Value w/out Selling
Show Notes
CPI inflation report May 2026: Prices rose 4.2% annually
Consumer prices rose 4.2% annually in May, highest in three years - YouTube
You can’t print molecules
Bitcoin’s Worst Week Since FTX Crash Signals More Pain Ahead
The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day - MarketWatch
US inflation tops 4% for first time in three years as oil prices jump | CNN Business
Bitcoin Treasuries Shed $62B in Deepening Crypto Rout - YouTube
Will Bitcoin Keep Crashing?! - YouTube
Treasury Market Signals Rates Need to Be Higher - YouTube
sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act. | 1/ Today, we’re sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act.
America’s Data Center Build-Out Is Falling Way Behind Schedule - WSJ
Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis
May jobs report stronger than expected, Fed unlikely to cut interest rates - YouTube
May jobs report comes as inflation squeezes economy - NBC News
Tulip King explains why he is becoming bearish on $ZEC after the devs fixed a "double-spend" bug
Zcash plummets 38% as Shielded Labs reveals a major bug that …
There's little tech explanation on this Zcash vulnerability, very serious stuff
The prompt that found an exploit in a 10 billion dollar protocol
Music
Tragedy By Irf Kat
