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