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