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This Week in Bitcoin

Chris Fisher

This Week in Bitcoin is an independent, investigative podcast covering Bitcoin. A high-signal news podcast focused on analysis you'll find valuable.

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#124
Yesterday · 51 min
124: Why Bitcoin Ripped
Bitcoin ripped when the old narratives said it shouldn’t. How we got here and what it means for the four-year cycle. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Hegseth Confirms Bitcoin as a Strategic Asset White House Crypto Report: Key Takeaways Strategic Bitcoin Reserve Executive Order Bitcoin Absorbs Fed Hike and CLARITY Failure White House Shifts Bitcoin Rule Push to Regulators Bitcoin ETFs Take Nearly $1 Billion in a Day Bitcoin Flashes Signal Linked to Past Bull Markets Strategy Resumes Bitcoin Buying as Strive Gains More BTC per Share Tesla’s Bitcoin Holdings Near $1 Billion Dormant 600 BTC Wallet From 2012 Wakes Up Calamos Says Bitcoin Is Becoming a Portfolio Allocation Coinbase’s Post-Quantum Bitcoin Custody Playbook Post-Quantum Security for the Bitcoin Lightning Network Quantum-Proof Bitcoin Lightning Network White-Hat Hackers Move Coldcard Exploit Bitcoin Into Recovery Trust BlackRock Sees AI Agents Driving Crypto Demand Grayscale Converts Bitcoin Miners ETF Into AI Compute Fund Iran Inflation Surges Amid Economic Pressure
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#123
September 16 · 1 hr 4 min
123: No Rescue
The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within. 🎉 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Fed rate decision September 2026: Rates rise to 3.75%-4% Here are five key takeaways from Wednesday's Fed rate hike CLARITY Act Fails Senate Cloture Vote CLARITY Act Falls Short in the Senate Digital Asset Market Clarity Act Text Strategic Bitcoin Reserve Bill Heads to House Committee American Reserve Modernization Act of 2026 House Financial Services Committee on Digital Asset Legislation Bitcoin ETFs Record $450 Million Outflow Bessent Bond Plan Details Emerge Bessent Dismisses Treasury Buyback Concerns What Treasury’s Buyback Surprise Says About the Bond Market 10-Year Treasury Yield Tops 5% What a 5% 10-Year Treasury Yield Means S&P 500 Could Fall 30% as AI Bubble Enters Late Stages Altman Says AI Could Create the Greatest Business Boom Bitcoin Policy Institute Head of Research Testifies Before Congress on Foreign Influence Campaign Targeting American AI
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#122
September 9 · 55 min
122: Weakest Links
The legacy system is breaking down as Bitcoin infrastructure builds up. From bond-market stress to Liquid’s 4,000 BTC crisis, the weakest links are showing. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Liquid Network Exploit Drains 4,000 BTC From Federation Reserves Liquid Network Hit by $320 Million Exploit Liquid Rangeproof Bug: Nobody Broke the Math Liquid Network Incident Technical Report Elements Fixes Rangeproof Cache Validation Bug Liquid Incident Working Theory Block Applies to Establish Builders Bank Block Seeks Bank Charter to Custody Bitcoin Bitcoin’s Overlooked Promise: Freedom Dan Morehead Says Bitcoin Will Massively Outperform Gold Failed Bond-Market Move Lights a Fire Under Bitcoin Dan Morehead Calls Bessent’s Bond Buyback a Mistake The 60/40 Portfolio and a Changing Monetary System Bond-Market Stress Spooks Investors Global Investors Sound the Alarm on Debt What Would a Fiscal Crisis Look Like? Warsh and Bessent Clash Over the Fed and Bond Market
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#121
September 2 · 50 min
121: No Going Back
A structural shift is taking hold across markets, institutions, and Bitcoin. And this week, it suddenly felt a lot more permanent. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes OCEAN and Luke Dashjr Joint Statement Crypto Misses the Macro Trade Bitcoin, Gold and Fed Liquidity The AI Mid-Cycle Slowdown Bitcoin to Hit $82,000 in September: Kalshi Capital B Raises €7.6M From Adam Back To Another Bitcoin Buy 9/11 Families File Claim Over US Bitcoin Holdings Trump's Crypto Push and Bessent's Treasury Moves Bessent Bets on Stablecoins for Treasury Demand PACTs: Protecting Bitcoin From a Quantum Sunset All Property Becomes Cryptography From Fiat Information to Cryptoinformation De-Dollarization Is Really De-Fiatization The Global Shift From Dollars to Gold The Case for Bitcoin at $1.3 Million Bitcoin's First Quantum-Safe Transaction What Bitcoin's First Quantum-Safe Transaction Means A Treasury Showdown With the Bond Market
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#120
August 26 · 1 hr 2 min
120: You Can’t Print Credibility
As the AI trade cools and Washington leans harder on the bond market, Bitcoin and hard assets are reminding investors that credibility is the one thing you can’t print. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Bessent’s Treasury Buybacks Could Exceed $4 Billion Druckenmiller Slams Bessent’s Bond Buybacks Druckenmiller Calls Treasury Bond Buying a Mistake Citi Economist Says Bessent’s Bond Plan Won’t Work Citi: US Fiscal Position Is Absolutely Out of Control Dollar Debasement Talk Returns Bessent’s Buyback Revives the Debasement Thesis Bessent’s Bond Rescue Worked Better for Bitcoin Bessent Kicks Bitcoin’s Debasement Trade Into Another Gear Bitcoin Posts Best Week in Three Years Bitcoin and Gold: It’s Difficult to Be Bearish Should Investors Be Bullish on Bitcoin’s Latest Surge? Coinbase Institutional Weekly Market Commentary BlackRock IBIT SEC Filing Bitcoin Halving and Supply Lightning Labs Taproot Assets v0.8 Bitcoin, ETFs and the Crypto Short Squeeze Major Rotation Hits the Bull Market The Biggest Tech Trend We’ve Ever Seen Scott Bessent Plants the Seeds for a Crack-Up US Treasury Fiscal Data Treasury Disrupts Iran’s Strait of Hormuz Financial Network Treasury Broadens Sanctions Against Iran Bessent Expands Iran Sanctions Against Chinese Firms Treasury Launches Operation Economic Outcast Bessent Warns Countries to Cut Financial Ties With Iran Treasury’s New Approach to Iranian Sanctions Evasion The Double-Edged Sword of Dollar Sanctions Coin Stories with Natalie Brunell
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#119
August 19 · 1 hr 1 min
119: Debt Always Wins
Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes BIP-110 Post Mortem Luke Dashjr Proposes BLAKE2b Bitcoin Hard Fork Monetary Nodes: A Spam-Free Bitcoin Without a Fork Lyn Alden on Bitcoin Fee-Based Security Bitcoin ETF Inflows Hit $137 Million Treasury Doubles Long-Term Bond Buybacks Treasury Steps In as Long-Bond Yields Surge Critical Takes on Treasury's Bond Buyback Intervention Why Bessent Is Playing With the Treasury Market US Debt Forces Investors to Demand Higher Returns Global Bond Rout Puts Governments on Notice 30-Year Treasury Yield Hits Highest Since 2007 Foreign Holdings of US Treasuries Fall Dollar Drops After Treasury Expands Bond Buybacks Gold Surges as Treasury Buybacks Hit Yields and Dollar Fed Minutes Show Growing Inflation Concerns Oil and Debt Fears Drive Global Borrowing Costs Higher Oil Above $90 Revives US Inflation Fears Soft US Data Keeps Pressure on the Dollar Metaplanet Commits 2,100 BTC to US Treasury Venture BlackRock Reaffirms Bitcoin Investment Case Citi Plans Bitcoin Custody Alongside Stocks and Bonds Large Holders Pour $2.75 Billion Into Bitcoin Bitwise Sees Bitcoin Substantially Higher by Year-End JD Vance and the Dollar's Reserve Currency Role JD Vance Is Right Can the Dollar Maintain Its Exorbitant Privilege? Electrum 4.8.1 Released With Security Fixes BitBox Warns Users About Severe Vulnerability BitBox 08.2026 Dixence Update Hunting Down the Coldcard Hacker Zeus Security Incident Post-Mortem DOJ Developer Exemptions World Gold Council CEO Says Bitcoin Will Go to Zero CNBC on the CLARITY Act and White House Meeting Bitwise Says Crypto Can Grow Without the CLARITY Act
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#118
August 12 · 1 hr 30 min
Why BIP-110 Failed
Why BIP 110 failed, what its three block fork revealed about Bitcoin consensus, and the push for a proof of work change, plus weakening jobs and NVIDIA’s new AI asset class that could become an even bigger liquidity vacuum for Bitcoin. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Absolutely. I removed the duplicates, stripped tracking/query cruft where possible, tightened the titles, and grouped the Bitcoin/security stories first, followed by macro/jobs and then the miscellaneous research links. ZEUS Goes Offline After Cybersecurity Incident BTCPay Server 2.4.2 Security Advisory COLDCARD Entropy Failure: Technical Autopsy COLDCARD Attackers Begin Laundering Stolen Bitcoin Bitcoin Red Team Expands Ecosystem Security Audit Bitcoin Red Team Reports Thousands of Findings Blockstream Announces Swaps Floresta 2026 Node Roadmap Libbitcoin Is Coming Anthropic Signs $9.1 Billion Deal With Bitcoin Miner Riot BIP-110 Fork Stalls After Mining Two Blocks BIP-110 Attracts Just 0.15% of Bitcoin Hashpower OCEAN Says BIP-110 Is on Track to Fail What Is the BIP-110 Upgrade? Bitcoin Is Not Changed by Proof of Node Mechanic on Why Not Changing Proof of Work Was a Mistake Bitcoin Cash Precedent for BIP-110 A Critical BIP-110 Take Motion to Remove Luke Dashjr From BIP Editors Pull Request to Remove Luke Dashjr From BIP Editors BIP-110 Code Review Takeaways Bitcoin Cash Bitcoin Cash Block-Time Discussion Strategy Says Selling Bitcoin Demonstrated Treasury Resilience Strategy Q1 2026 Earnings Transcript Strategy’s Bitcoin Treasury Model Senate Crypto Bill Faces Another Setback U.S. Economy Lost 23,000 Jobs in July July Jobs Report Market Reaction Private Payrolls Added Just 44,000 Jobs in July July Payrolls Preview: Job Growth Expected to Stay Weak Stocks Jump After Surprise Jobs Decline Weak Jobs Report Pushes Rate-Hike Odds Lower Incarcerated Person Access to News Media Constraints and Opportunities in Interview Transcription Music: The Jetsons By: Joe Martin
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#117
August 5 · 1 hr 29 min
117: Coldcard Fallout
We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial system has become. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes COLDCARD Mk3 Seed Generation Warning COLDCARD Entropy Issue: Technical Background Predictable RNG Fallback in COLDCARD Firmware COLDCARD Entropy and Nonce Analysis COLDCARD TRNG Recovery Fix When random.bytes() Runs but Doesn’t Work COLDCARD’s Random Numbers Weren’t Everything to Know About the COLDCARD Hack How COLDCARD Wallets Lost $70 Million COLDCARD Exploit Shakes Faith in Self-Custody COLDCARD Wallet Attack Drains Up to $89 Million COLDCARD Flaw Linked to $70 Million Theft COLDCARD Attacker Stole $30 Million in 10 Minutes COLDCARD Firmware Bug Drained $38 Million COLDCARD Firmware Bug Bypassed RNG for Five Years Hackers Target Bitcoin’s Safest Hiding Place COLDCARD Attack Pushes Bitcoin Toward Exchanges $38 Million Swept Through Weak Seed Entropy More Details on COLDCARD Bricking COLDCARD Incident Victim Intake How Blockstream Jade Generates Recovery Phrases BlockSlop: BIP-110 Chainstate Validation Gap Bitcoin Developer Revives PoW-Change Code for BIP-110 BIP-110 and Who Decides Bitcoin’s Future BIP-110 Falls Flat With Zero Miner Support Did IBM’s Quantum Timeline Spook Jim Cramer? Jim Cramer Rethinks Bitcoin Over Quantum Risk Lummis Says CLARITY Act Delay Could Kill the Bill Lummis Presses CLARITY Act Holdouts Warren’s Opening Remarks on the CLARITY Act Warren Warns About Crypto Money Laundering Fed Holds Rates Steady as Warsh Fights Inflation Warsh’s Quieter Fed Communication Strategy A Quieter Fed Could Mean More Volatile Markets Warsh Says the Fed Has No Tolerance for Inflation Warsh Reiterates the Fed’s Inflation Pledge June 2026 FOMC Statement U.S. Treasury Signals Possible Yen Intervention Why the U.S. Stepped In to Support the Yen Why Trump Is Propping Up Japan’s Currency Bessent Says the Japanese Yen Looks Undervalued Delayed BOJ Hike Adds Pressure on the Yen Lessons From the Plaza Accord The Real Lessons From the Plaza and Louvre Accords Music: Empty Passenger Seat by Joe Martin
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#116
July 31 · 13 min
116: Coldcard Wallets Compromised
An urgent warning for COLDCARD users: Coinkite says funds tied to seeds generated on some Mk3 devices may be at risk, and we examine why other hardware wallets could be next. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Mk3 Security Advisory | COINKITE Blog Bitcoin News on X: "BITCOIN CORE DEVELOPER: “SORRY, THIS IS THE TIME TO PANIC” Nick Neuman on X: "It sounds like Mk4, Q, and Mk5 are also vulnerable in a different way than Mk3. Zero-Knowledge Goof (Loop master general) on X: "MK4s are vulnerable but are millions of times harder to steal from.
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#115
July 29 · 33 min
115: Before Satoshi
Bitcoin did not emerge from a vacuum. We trace the decades of ideas that made it possible, and revisit the early days when it all came together. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes David Chaum demonstrates electronic cash at the first World Wide Web Conference (1994) David Chaum and Adam Back reflect on DigiCash, Hashcash, and the crypto wars Adam Back explains Hashcash and its original anti-spam purpose Nick Szabo discusses cypherpunks, bit gold, and Bitcoin's predecessors Adam Back: Hashcash — A Denial of Service Counter-Measure Wei Dai: b-money Nick Szabo: Bit gold Hal Finney: Reusable Proofs of Work Satoshi's correspondence with Adam Back and Wei Dai Satoshi Nakamoto: Bitcoin — A Peer-to-Peer Electronic Cash System Plan B BETA | Plan B 1 Just Getting Started | Plan B 2 Flight of the Butterfly | Plan B 3 Inside BitVegas | Plan B 4 To Mine or Not to Mine? | Plan B 5 Spending Your Coins | Plan B 6 Amir Taaki and Bitcoin 2013 Wrap-Up | Plan B 7 Then They Fight You | Plan B 8 Bitcoin Will Disrupt Big Media | Plan B 9 90 Days or Bust | Plan B 10 Be Your Own Bitcoin Exchange | Plan B 11 Bitcoin vs. the Banks | Plan B 12 Blame It on Mt. Gox | Plan B 13 Winklevoss Woes | Plan B 14 Bitcoin Must Comply | Plan B 15 Summer of Bitcoin | Plan B 16 Regulation Dooms Bitcoin? | Plan B 17 The Big-Picture Perspective | Plan B 18 U.S. vs. the Bitcoin Revolution | Plan B 19 Bitcoin Is Legal-ish | Plan B 20
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#114
July 22 · 1 hr 19 min
114: Hard Money Wins
Open source AI is shaking the capex boom, energy inflation is tightening liquidity, and gold’s old weaknesses are back in focus, while BlackRock and even gold bugs keep making the case for Bitcoin. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Foundry Asks Miners to Vote on BIP-110 BIP-110 Deadline Nears With Zero Miner Support What Is BIP-110? Michael Saylor Opposes BIP-110 Bitcoin Core on Transaction Relay Policy Bitcoin Macro Strategy Lyn Alden Launches Bitcoin-Backed Investment Firm Orange Juice Raises $40 Million for Bitcoin Treasury Strategy Lyn Alden’s June 2026 Newsletter Trump Presses Senators on the CLARITY Act CLARITY Act Faces Make-or-Break Moment Trump’s Crypto Legislation Push Gains Steam Warner Pushes Senate Crypto Bill Warner Calls Senate Negotiations “Crypto Hell” Warren Demands Ethics Rules in Crypto Legislation Luke Gromen on Gold, Energy, and the Monetary System Luke Gromen Debates a Global Monetary Reset Energy Markets Brace for Prolonged Hormuz Disruption Oil Hits a One-Month High Hormuz Oil Flows Fall Sharply Goldman Flags Further Oil Price Risk Moonshot’s New AI Model Rattles Tech Markets SpaceX Stock Falls Below Its IPO Price Falling California Rents and AI Wealth Haters Will Say He Was Just Luckey Music: Cool Summer By: Tony Salomone
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#113
July 15 · 58 min
113: The August Trap
Markets cheer cooler CPI and rate-cut hopes as another energy shock builds beneath them. Meanwhile, BIP-110’s August 8 signaling deadline brings Bitcoin closer to a possible chain split. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Bitcoin Rallies on Cooler Inflation Bitcoin Recovery Needs Fundamentals Bitcoin ETFs Lose $4.5 Billion in 2026 Bitcoin Eyes a $63.3K Breakout BIP-110 Could Fork or Miss Activation Bitcoin Debates BIP-110 Activation Bitcoin Node Surge Raises Manipulation Claims White House Plans CLARITY Act Meeting Fed Races to Release Stablecoin Rules Bitcoin Standard Treasury Merger Update Warsh Rejects Crypto Bailouts June CPI Comes in Surprisingly Cool Warsh Responds to Cooler CPI Warsh and Inflation Set the July Fed Tone Alternative Inflation Signals Facing the Fed Why Warsh Prefers Trimmed-Mean Inflation Fed Rate Fight Could Drag On Five Takeaways From Warsh’s Testimony Warsh Promises a Fed Policy Regime Change Warsh Calls for New Thinking at the Fed Warsh Says the Fed Has No Inflation Tolerance Warsh’s Monetary Policy Testimony Warsh House Testimony Coverage Watch Warsh’s House Testimony Lawmakers Question Warsh on Inflation Warsh’s Written Senate Responses Waters Criticizes Trump’s Federal Reserve Warsh Says He Won’t Do Trump’s Bidding Inflation Reports Set Up a Busy Week Economy Slows as Rate Hikes Take Hold Oil Surges as U.S.–Iran Attacks Escalate Trump Reimposes the Iran Blockade Trump Announces Strait of Hormuz Toll Strategic Petroleum Reserve Nears Breaking Point U.S. Crude Inventories Fall 1.7 Million Barrels Bitdeer Plans Nevada Manufacturing Facility Ethereum Foundation Shakeup Timeline Fed Governor Barr on AI and Labor Warsh Says AI Is Reshaping the Economy Is the AI Boom Misallocating Capital? Music: Rules Without Rulers By: Richard
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#112
July 8 · 1 hr 16 min
112: The Saylor Test
Bitcoin passes The Saylor Test as Strategy sells and the market shrugs, while weak jobs, energy shocks, Fed risk, and BIP-110 politics turn one green week into a bigger stress test. 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 ⚡ Strike Show Notes Blockstream Q2 2026 Update Bitwise on STRC, MSTR, and Cycle Dynamics Oil Jumps as Trump Says Iran Deal Is Over SpaceX Moves Bitcoin Wallet Funds Bitcoin Sees Relief From ETF Inflows Ordinals Adds BIP-110 Support OpenAI Proposes U.S. Government Stake OpenAI in Talks Over Trump Administration Stake Bitcoin Pressured as U.S.-Iran Tensions Lift Oil JPMorgan Warns on Strategy Bitcoin Sales Can Strategy Selling Bitcoin Boost Shares? Lyn Alden on Bitcoin’s Bear Market Satoshi Radio Podcast VanEck on Bitcoin’s Mid-Cycle Sellers VanEck Bitcoin ChainCheck: March 2026 Bitcoin and Ethereum Empirical Analysis CENTCOM Announces Additional Iran Strikes Iran Accuses U.S. of Violating Peace Deal U.S. Rescinds Iran Oil Sales Waiver U.S. Revokes Iran Oil Waivers Trump Says Iran Ceasefire May Be Over Trump Says Iran Ceasefire Is Over Michael Saylor Rage Quits Interview NIST Finalizes Post-Quantum Standards Blockstream’s Post-Quantum Bitcoin Opcode Saylor on Bitcoin Volatility Saylor’s Past Strategy Sale Claims Saylor Says Quantum Threat Is 10+ Years Away Saylor Dismisses Quantum Bitcoin Fears OCEAN Enables BIP-110 Signal by Default Ordinals BIP-110 Envelope Parser Robert Allen on BIP-110 Music: Off The Chain By: Neonrooks
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#111
July 1 · 1 hr 11 min
111: Death of the Debasement Trade
King Dollar is back, the debasement trade is supposedly dead, and Bitcoin is left testing the one question that matters: what happens when Saylor stops buying? 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 Fiscal Dominance: A Primer This Is The End Of The Dollar System | Jeff Ross Stanford Wiki Vocabulary Dataset Strategy Opens Door to Bitcoin Sales as Treasury Model Faces Stress Test Strategy: Bitcoin As A Treasury Model Faces Stress Test Michael Saylor Breaks Silence as Strategy Stock Sinks Michael Saylor Fires Back: “I Never Said The Company Wouldn’t Sell Bitcoin” Canaan’s Bitcoin Mining Heat Greenhouse Initiative Mining Bitcoin, Growing Tomatoes Bitcoin Mining Heat Tested to Warm Canadian Greenhouses Bitcoin Mining Gets Greener as Canaan Recycles Heat for Agriculture Adding Bitcoin to a Corporate Treasury Why Bitcoin Treasury Companies Are Taking Off Cryptocurrency or Fiat Currency? Volatility or Debasement? A Closer Look at Bitcoin’s Volatility Economic Mobility and the American Dream Breaking the Logic of “Us Against Them” Most Bitcoin Investors Are Officially Underwater Bitcoin as an Aspirational Store of Value Revisited Bitcoin’s Volatility Is Dampening Music: Legs Broken by Mishkin Fitzgerald
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#110
June 24 · 1 hr
110: Fork Risk Rising
Bitcoin gets dragged back into the fiat casino as the AI capex bubble starts to crack, while BIP-110 shifts from internet drama to a real fork-risk countdown. 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 Trump Quantum Executive Orders Trump EO Signing Remarks Trump Executive Orders, 2025 Jack Mallers Bitcoin Speech Arthur Hayes on AI Crash and Bitcoin BIP 110 and the Future of Soft Forks Knotzi Death March Countdown BIP 110 Forking Dynamics Start9 on BIP 110 All the Fork Risk of BIP 110 State of Transaction Privacy Work in Bitcoin Fed Requests Comment on Stablecoin Issuer ID Rules Lummis Says CLARITY Act Is Moving in July Caitlin Long on Bitcoin and Banking Risk Strategy Drops as Bitcoin Falls Tech Sell-Off Grips Global Stocks Trump and Vance Sign US-Iran Agreement Tom Lee on SpaceX IPO Market Top Fears SpaceX IPO Forces Wall Street to Reorganize SpaceX Stock Falls as It Seeks Debt Raise SpaceX Stock Tumbles After IPO Gains Jamie Dimon Rips Coinbase CEO Jamie Dimon Blasts Coinbase Tyler Residents Raise Bitcoin Mining Concerns Developer Addresses Tyler Bitcoin Mining Concerns Trump Signs Quantum Computing Orders Trump Orders Push to Supercharge Quantum Computing Music: Through the Fire By: Nope
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#109
June 17 · 1 hr 3 min
109: Market Forced Peace
Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bitcoiners can’t afford to look away. 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 Consumer Inflation Up Over 4% Annual CPI Inflation Surges to 4.2% Consumer Price Index Summary: May 2026 Consumer Debt Rises Amid Worsening K-Shaped Divide Explaining the K-Shaped Economy Bitcoin Bulls Eye Yield-Curve Control Surging Dollar Revives Plaza Accord Talk Bitcoin’s War Rally Challenges the Digital Gold Narrative Bitcoin Steadies as Iran War Worries Ease Bitcoin as Hard Money Backed by Energy BlackRock’s BITA and Institutional Bitcoin Demand BlackRock Reveals New Income ETF BlackRock Expands Bitcoin Premium Income ETF Offering Erica Downs Testimony Energy Stockpiling as a China Strategic Warning Indicator Michael Saylor Faces Market Revolt as Bitcoin Premium Sinks Why the World Didn’t Have an Oil Crisis Trump Secretly Approved Qatar-Iran Cash Deal Five Takeaways from Kevin Warsh’s First Fed Meeting Chairman Warsh Abstains from Rate Forecast June Fed Meeting Statement Changes SpaceX Stock Loses Momentum After Rally Markets React to Kevin Warsh’s First Fed Meeting Iran to Define Hormuz Future with Oman and Gulf States Bitcoin Mining Difficulty Set for Major Downward Adjustment SpaceX Joins Public Bitcoin Leaderboard with 18,712 BTC Alby Hub 1.23: Ark Backend, JIT Channels, Cards Page Music: No Shot By: John Trainum
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#108
June 10 · 1 hr 11 min
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
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#107
June 3 · 58 min
107: AI Crash Math
Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it. Episode Links 🇺🇸 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 BIP-110 expected fork time bitnod.es Strategy Sold 32 Bitcoin… And That's A Good Thing. MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May Can the stockmarket swallow Anthropic, SpaceX and OpenAI? Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak | ZeroHedge AI productivity: not a miracle yet - DWS Markets have overestimated AI-driven productivity gains, says MIT … Inflation data suggests Fed should be hiking rates, not cutting them … Fed's Cook says inflation is moving in the wrong direction, but she's … Morning Briefing - 2022 • Yardeni Research 'Enormously naive': Major US bank leader hits out at Biden's LNG … Bond Markets Are Bullying Japan and the U.K. One Has the Right … The issue with crypto regulation is 'the lack of clarity', says … Coindesk's Emily Parker on crypto's big sell-off Strategy's Michael Saylor says selling bitcoin to fund … Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy's … JPMorgan CEO Jamie Dimon slams CLARITY Act, signals bank … JPMorgan CEO Goes Nuclear On CLARITY Act, Calling Coinbase's … Senate's crypto drama comes to a head | Semafor Banks Sound Alarm As Senate Pushes High-Stakes Stablecoin Bill … How the US managed to seize $500M of crypto from Iran US Seizes $1 Billion in Cryptocurrency from Iran | Phemex News Strategy CEO: Bitcoin's headwinds turning to tailwinds - FOX One Mark Cuban Sold Bitcoin—Strategy CEO Says He Simply Found … Bitcoin: The Four Year Cycle Is Not Dead : r/intothecryptoverse Bitwise CEO Says Four-Year Crypto Cycle Is Dead : r/CryptoCurrency Bitcoin crash: Bitwise CIO cites 'the four-year cycle' for losses Bitcoin 4-year cycles explained - Fidelity Investments AI Capex Is Propping Up the U.S. Economy — But What Happens … How AI spending is impacting the U.S. economy Ex-CIA official arrested after $40M in gold bars allegedly found … Former CIA official accused of stealing $40M in gold bars - WBAL-TV Music What We Are by The Doerfels
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#106
May 27 · 58 min
106: Bitcoin’s Demand Crisis
Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why this hold will look easier in hindsight than it feels right now. Episode Links 🇺🇸 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 Bitcoin (BTC) ETFs crushed by outflows as bond market stifles interest-rate reduction hopes Bitcoin demand gauge sinks to worst level since December as spot buying weakens Strategy Buys Back $1.5B of Debt at Discount Mined in America Act Would Put Bitcoin Network at Risk Tethered to the Empire - by The Bitcoin Pharaoh Bitcoin options are coming to Nasdaq. Here's what it means for you HYPE funds attract millions as investors dump bitcoin and ether ETFs Vitalik Biterin breaks silence about Ethereum Foundation amid community frustration Bitcoin's bull catalyst could be AI stocks turning 'silly big': Lyn Alden Lyn Alden Says AI Stock Peak Could Boost Bitcoin - Bitbo SpaceX files for $2T IPO, reveals AI and Anthropic deals · PulseAugur AI Boom Prices Out Bitcoin Miners in US Energy Market Shake-Up AI is poaching Bitcoin miners — and this CEO says holders shouldn't … New U.S. Bill Introduced To Codify Strategic Bitcoin Reserve Congressman Nick Begich Leads Legislation to Establish Strategic … Iran's $7.7 billion crypto war chest raises alarm over … US targets Iran's $7.7 billion crypto network tied to regime … Mark Cuban Says He Sold Most of His Bitcoin After It Failed as a … Mark Cuban says he sold most of his Bitcoin, citing its failure as a … Full text of "Financial Times , 1993, UK, English" - Internet Archive ICYMI: Congressman Nick Begich Introduces The BITCOIN Act to … H.R.2032 - 119th Congress (2025-2026): BITCOIN Act of 2025 Mark Cuban: Bitcoin is a 'store of value that is more religion' Mark Cuban: Bitcoin Demand to Outpace Supply, BTC Is a Great … The Real Deal National March 2022 - Calaméo Josh Swihart's Zcash Open Development Lab raises $25 … Zcash Is About to “Burn the Old Model” Non-Profit OUT, Startup IN? Music: GwALT (Instrumental) By Absolut Absolem
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#105
May 20 · 1 hr 3 min
105: Yield Panic
Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI. Episode Links 🇺🇸 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 This Bond Selloff Isn't Over Just Yet Arthur Hayes: The Fed will fund the government Sen. Moreno: I paid taxes with Bitcoin in 2016 Senate Banking Committee passes the CLARITY Act, 15-9 CLARITY Act Clears Senate Banking: What Comes Next? The Facts: The CLARITY Act Warren Statement on No Trump Ethics Provision in Crypto Bill Elizabeth Warren says new crypto legislation will “turbocharge” corruption Lummis-Gillibrand 2023 Bill PDF US Senators Introduce Comprehensive Stablecoin Bill Sen. Cynthia Lummis: Nobody is popping champagne on CLARITY yet Claude recovered Bitcoin worth about $397K 60 Minutes: Insider trading around US military operations 30-year yield clears 5.1% for the first time since 2007 How will the Federal Reserve handle rate cuts during an inflation crisis? Bond market inflation fears are rising over oil prices and a new Fed chair Morgan Stanley close to offering crypto trading through E*TRADE Morgan Stanley taps partner to offer crypto to E*TRADE clients David Marcus: China trip shows the surveillance state Fox News host warns of “Big Brother” in China Reuters: US probes suspicious oil trades before Iran pivot Warren, Whitehouse probe suspicious oil trades around Iran announcements US 30-year yield tops 5% as Fed faces inflation test US 30-year bond yield tops 5% Interest rate hikes are less powerful against inflation than conventional wisdom suggests What Is the Relationship Between Inflation and Interest Rates? US Yields at 5% Tug Traders Between Dip-Buying Greed and Fear Citadel’s CEO on the AI boom: “Is it hype? Of course” Music: Heaven Pool By: Ambriel
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