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