
0:00-1:00:58
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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:
Boost from the Web
boost.jupiterbroadcasting.comBuy Sats on River
partner.river.comThe Bitcoin Well
bitcoinwell.comThe Bitcoin Company
app.thebitcoincompany.comFold Card
use.foldapp.comSALT Lending
borrower.saltlending.comTrump Quantum Executive Orders
youtube.comTrump EO Signing Remarks
trumpwhitehouse.archives.govTrump Executive Orders, 2025
federalregister.govJack Mallers Bitcoin Speech
youtube.comArthur Hayes on AI Crash and Bitcoin
youtube.comBIP 110 and the Future of Soft Forks
youtube.comKnotzi Death March Countdown
jlopp.github.ioStart9 on BIP 110
x.comState of Transaction Privacy Work in Bitcoin
delvingbitcoin.orgFed Requests Comment on Stablecoin Issuer ID Rules
federalreserve.govLummis Says CLARITY Act Is Moving in July
benzinga.comCaitlin Long on Bitcoin and Banking Risk
benzinga.comStrategy Drops as Bitcoin Falls
bitcoinmagazine.comSpaceX IPO Forces Wall Street to Reorganize
bloomberg.comSpaceX Stock Tumbles After IPO Gains
finance.yahoo.comJamie Dimon Rips Coinbase CEO
politico.comJamie Dimon Blasts Coinbase
finance.yahoo.comDeveloper Addresses Tyler Bitcoin Mining Concerns
tylerpaper.comTrump Signs Quantum Computing Orders
reuters.comThrough the Fire By: Nope
wavlake.com
- 0:00Bitcoin's macro outlook
- 2:08Concerns about the AI bubble
- 5:54AI debt and SpaceX IPO
- 9:10Bitcoin's narrative and outlook
- 17:11Arthur Hayes on the AI bubble implosion
- 34:03FUD Corner: Quantum and Iran deal
- 37:16BIP-110 soft fork update
- 48:19AI and Bitcoin usher new renaissance
- 54:55State of the network and outro