This Week in Bitcoin
94: Cope, Narratives, and Dark Pools
February 25 · 1 hr 21 min · Episode 94 · 117.4 MB
0:00-1:21:10
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Bitcoiners find evidence of market manipulation, and Wall Street calls it liquidity. This week: dark pools, Jane Street, AI capital rotation, and why two things can be true at the same time.
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
Boost Question
- Is AI impacting YOUR job right now in any way?
🧠 Jane Street & Market Structure
- Jane Street Accused of Insider Trading That Helped Collapse Terraform (WSJ)
- Jane Street Barred from Indian Markets by SEBI (CNBC)
- Jane Street Faces Insider Trading Claims Over Terraform Collapse (CoinDesk)
- Jane Street Sued for Crypto Insider Trading in Terraform Collapse (ZeroHedge)
- Terraform Estate Sues Jane Street (CryptoNews)
- Bitcoin News Post on Jane Street Lawsuit (X)
₿ Saylor, Rehypothecation & Price Dynamics
- Michael Saylor Interview: Bitcoin, Quantum Debate & Market Criticism (Fountain)
- Bitcoin Price Suppression and Rehypothecation Discussion (Medium / Coinmonks)
Updates
- Mt. Gox Collapse — Full Story (Stacker News)
- Strike Line of Credit Announcement (Primal)
- Bitkiwi Meetup — March 7, 2026 (New Zealand)
- Pasadena Linux Party, Fri, Mar 6, 2026, 6:00 PM
Music
Buy Sats on River
partner.river.comThe Bitcoin Well
bitcoinwell.comThe Bitcoin Company
app.thebitcoincompany.comFold Card
use.foldapp.comSALT Lending
borrower.saltlending.comTerraform Estate Sues Jane Street (CryptoNews)
cryptonews.comMt. Gox Collapse — Full Story (Stacker News)
stacker.newsBitkiwi Meetup — March 7, 2026 (New Zealand)
kiwibitcoinguide.orgAll’s Well That Ends — Justin Lantrip (Podcast Index)
podcastindex.org
- 0:35Proving Bitcoin Price Suppression
- 1:07Jane Street: Special Ops Investor
- 11:10If the AI Pump Fades, So Will Bitcoin
- 12:18Wall Street Fears AI Disruption
- 16:16The Lump of Labor Fallacy
- 20:12Bitcoin's Brutal Start to the Year
- 29:53The Problem of Re-Hypothecated Bitcoin
- 36:15Listener Boosts
- 1:00:3812 Years Since the Mt. Gox Collapse
- 1:04:30Strike Line of Credit
- 1:11:59Eric Balchunas on Bitcoin
- 1:16:21Alls Well That Ends by Justin Lantrip