This Week in Bitcoin

Epizode

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  116: Coldcard Wallets Compromised 31.07.2026 13min

  An urgent warning for COLDCARD users: Coinkite says funds tied to seeds generated on some Mk3 devices may be at risk, and we examine why other hardware wallets could be next. 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 Mk3 Security Advisory | COINKITE Blog Bitcoin News on X: "BITCOIN CORE DEVELOPER: “SORRY, THIS IS THE TIME TO PANIC” Nick Neuman on X: "It sounds like Mk4, Q, and Mk5 are also vulnerable in a different way than Mk3. Zero-Knowledge Goof (Loop master general) on X: "MK4s are vulnerable but are millions of times harder to steal from.
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  115: Before Satoshi 29.07.2026 33min

  Bitcoin did not emerge from a vacuum. We trace the decades of ideas that made it possible, and revisit the early days when it all came together. 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 David Chaum demonstrates electronic cash at the first World Wide Web Conference (1994) David Chaum and Adam Back reflect on DigiCash, Hashcash, and the crypto wars Adam Back explains Hashcash and its original anti-spam purpose Nick Szabo discusses cypherpunks, bit gold, and Bitcoin's predecessors Adam Back: Hashcash — A Denial of Service Counter-Measure Wei Dai: b-money Nick Szabo: Bit gold Hal Finney: Reusable Proofs of Work Satoshi's correspondence with Adam Back and Wei Dai Satoshi Nakamoto: Bitcoin — A Peer-to-Peer Electronic Cash System Plan B BETA | Plan B 1 Just Getting Started | Plan B 2 Flight of the Butterfly | Plan B 3 Inside BitVegas | Plan B 4 To Mine or Not to Mine? | Plan B 5 Spending Your Coins | Plan B 6 Amir Taaki and Bitcoin 2013 Wrap-Up | Plan B 7 Then They Fight You | Plan B 8 Bitcoin Will Disrupt Big Media | Plan B 9 90 Days or Bust | Plan B 10 Be Your Own Bitcoin Exchange | Plan B 11 Bitcoin vs. the Banks | Plan B 12 Blame It on Mt. Gox | Plan B 13 Winklevoss Woes | Plan B 14 Bitcoin Must Comply | Plan B 15 Summer of Bitcoin | Plan B 16 Regulation Dooms Bitcoin? | Plan B 17 The Big-Picture Perspective | Plan B 18 U.S. vs. the Bitcoin Revolution | Plan B 19 Bitcoin Is Legal-ish | Plan B 20
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  114: Hard Money Wins 22.07.2026 1h 19min

  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
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  113: The August Trap 15.07.2026 58min

  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
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  112: The Saylor Test 08.07.2026 1h 16min

  Bitcoin passes The Saylor Test as Strategy sells and the market shrugs, while weak jobs, energy shocks, Fed risk, and BIP-110 politics turn one green week into a bigger stress test. 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 Show Notes Blockstream Q2 2026 Update Bitwise on STRC, MSTR, and Cycle Dynamics Oil Jumps as Trump Says Iran Deal Is Over SpaceX Moves Bitcoin Wallet Funds Bitcoin Sees Relief From ETF Inflows Ordinals Adds BIP-110 Support OpenAI Proposes U.S. Government Stake OpenAI in Talks Over Trump Administration Stake Bitcoin Pressured as U.S.-Iran Tensions Lift Oil JPMorgan Warns on Strategy Bitcoin Sales Can Strategy Selling Bitcoin Boost Shares? Lyn Alden on Bitcoin’s Bear Market Satoshi Radio Podcast VanEck on Bitcoin’s Mid-Cycle Sellers VanEck Bitcoin ChainCheck: March 2026 Bitcoin and Ethereum Empirical Analysis CENTCOM Announces Additional Iran Strikes Iran Accuses U.S. of Violating Peace Deal U.S. Rescinds Iran Oil Sales Waiver U.S. Revokes Iran Oil Waivers Trump Says Iran Ceasefire May Be Over Trump Says Iran Ceasefire Is Over Michael Saylor Rage Quits Interview NIST Finalizes Post-Quantum Standards Blockstream’s Post-Quantum Bitcoin Opcode Saylor on Bitcoin Volatility Saylor’s Past Strategy Sale Claims Saylor Says Quantum Threat Is 10+ Years Away Saylor Dismisses Quantum Bitcoin Fears OCEAN Enables BIP-110 Signal by Default Ordinals BIP-110 Envelope Parser Robert Allen on BIP-110 Music: Off The Chain By: Neonrooks
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  111: Death of the Debasement Trade 01.07.2026 1h 11min

  King Dollar is back, the debasement trade is supposedly dead, and Bitcoin is left testing the one question that matters: what happens when Saylor stops buying? 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 Fiscal Dominance: A Primer This Is The End Of The Dollar System | Jeff Ross Stanford Wiki Vocabulary Dataset Strategy Opens Door to Bitcoin Sales as Treasury Model Faces Stress Test Strategy: Bitcoin As A Treasury Model Faces Stress Test Michael Saylor Breaks Silence as Strategy Stock Sinks Michael Saylor Fires Back: “I Never Said The Company Wouldn’t Sell Bitcoin” Canaan’s Bitcoin Mining Heat Greenhouse Initiative Mining Bitcoin, Growing Tomatoes Bitcoin Mining Heat Tested to Warm Canadian Greenhouses Bitcoin Mining Gets Greener as Canaan Recycles Heat for Agriculture Adding Bitcoin to a Corporate Treasury Why Bitcoin Treasury Companies Are Taking Off Cryptocurrency or Fiat Currency? Volatility or Debasement? A Closer Look at Bitcoin’s Volatility Economic Mobility and the American Dream Breaking the Logic of “Us Against Them” Most Bitcoin Investors Are Officially Underwater Bitcoin as an Aspirational Store of Value Revisited Bitcoin’s Volatility Is Dampening Music: Legs Broken by Mishkin Fitzgerald
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  110: Fork Risk Rising 24.06.2026 1h

  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: Through the Fire By: Nope
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  109: Market Forced Peace 17.06.2026 1h 3min

  Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bitcoiners can’t afford to look away. 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 Consumer Inflation Up Over 4% Annual CPI Inflation Surges to 4.2% Consumer Price Index Summary: May 2026 Consumer Debt Rises Amid Worsening K-Shaped Divide Explaining the K-Shaped Economy Bitcoin Bulls Eye Yield-Curve Control Surging Dollar Revives Plaza Accord Talk Bitcoin’s War Rally Challenges the Digital Gold Narrative Bitcoin Steadies as Iran War Worries Ease Bitcoin as Hard Money Backed by Energy BlackRock’s BITA and Institutional Bitcoin Demand BlackRock Reveals New Income ETF BlackRock Expands Bitcoin Premium Income ETF Offering Erica Downs Testimony Energy Stockpiling as a China Strategic Warning Indicator Michael Saylor Faces Market Revolt as Bitcoin Premium Sinks Why the World Didn’t Have an Oil Crisis Trump Secretly Approved Qatar-Iran Cash Deal Five Takeaways from Kevin Warsh’s First Fed Meeting Chairman Warsh Abstains from Rate Forecast June Fed Meeting Statement Changes SpaceX Stock Loses Momentum After Rally Markets React to Kevin Warsh’s First Fed Meeting Iran to Define Hormuz Future with Oman and Gulf States Bitcoin Mining Difficulty Set for Major Downward Adjustment SpaceX Joins Public Bitcoin Leaderboard with 18,712 BTC Alby Hub 1.23: Ark Backend, JIT Channels, Cards Page Music: No Shot By: John Trainum
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  108: The Hard Bet 10.06.2026 1h 11min

  IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making. 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 CPI inflation report May 2026: Prices rose 4.2% annually Consumer prices rose 4.2% annually in May, highest in three years - YouTube You can’t print molecules Bitcoin’s Worst Week Since FTX Crash Signals More Pain Ahead The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day - MarketWatch US inflation tops 4% for first time in three years as oil prices jump | CNN Business Bitcoin Treasuries Shed $62B in Deepening Crypto Rout - YouTube Will Bitcoin Keep Crashing?! - YouTube Treasury Market Signals Rates Need to Be Higher - YouTube sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act. | 1/ Today, we’re sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act. America’s Data Center Build-Out Is Falling Way Behind Schedule - WSJ Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis May jobs report stronger than expected, Fed unlikely to cut interest rates - YouTube May jobs report comes as inflation squeezes economy - NBC News Tulip King explains why he is becoming bearish on $ZEC after the devs fixed a "double-spend" bug Zcash plummets 38% as Shielded Labs reveals a major bug that … There's little tech explanation on this Zcash vulnerability, very serious stuff The prompt that found an exploit in a 10 billion dollar protocol Music Tragedy By Irf Kat
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  107: AI Crash Math 03.06.2026 58min

  Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it. 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 BIP-110 expected fork time bitnod.es Strategy Sold 32 Bitcoin… And That's A Good Thing. MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May Can the stockmarket swallow Anthropic, SpaceX and OpenAI? Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak | ZeroHedge AI productivity: not a miracle yet - DWS Markets have overestimated AI-driven productivity gains, says MIT … Inflation data suggests Fed should be hiking rates, not cutting them … Fed's Cook says inflation is moving in the wrong direction, but she's … Morning Briefing - 2022 • Yardeni Research 'Enormously naive': Major US bank leader hits out at Biden's LNG … Bond Markets Are Bullying Japan and the U.K. One Has the Right … The issue with crypto regulation is 'the lack of clarity', says … Coindesk's Emily Parker on crypto's big sell-off Strategy's Michael Saylor says selling bitcoin to fund … Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy's … JPMorgan CEO Jamie Dimon slams CLARITY Act, signals bank … JPMorgan CEO Goes Nuclear On CLARITY Act, Calling Coinbase's … Senate's crypto drama comes to a head | Semafor Banks Sound Alarm As Senate Pushes High-Stakes Stablecoin Bill … How the US managed to seize $500M of crypto from Iran US Seizes $1 Billion in Cryptocurrency from Iran | Phemex News Strategy CEO: Bitcoin's headwinds turning to tailwinds - FOX One Mark Cuban Sold Bitcoin—Strategy CEO Says He Simply Found … Bitcoin: The Four Year Cycle Is Not Dead : r/intothecryptoverse Bitwise CEO Says Four-Year Crypto Cycle Is Dead : r/CryptoCurrency Bitcoin crash: Bitwise CIO cites 'the four-year cycle' for losses Bitcoin 4-year cycles explained - Fidelity Investments AI Capex Is Propping Up the U.S. Economy — But What Happens … How AI spending is impacting the U.S. economy Ex-CIA official arrested after $40M in gold bars allegedly found … Former CIA official accused of stealing $40M in gold bars - WBAL-TV Music What We Are by The Doerfels
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  106: Bitcoin’s Demand Crisis 27.05.2026 58min

  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
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  105: Yield Panic 20.05.2026 1h 3min

  Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI. 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 This Bond Selloff Isn't Over Just Yet Arthur Hayes: The Fed will fund the government Sen. Moreno: I paid taxes with Bitcoin in 2016 Senate Banking Committee passes the CLARITY Act, 15-9 CLARITY Act Clears Senate Banking: What Comes Next? The Facts: The CLARITY Act Warren Statement on No Trump Ethics Provision in Crypto Bill Elizabeth Warren says new crypto legislation will “turbocharge” corruption Lummis-Gillibrand 2023 Bill PDF US Senators Introduce Comprehensive Stablecoin Bill Sen. Cynthia Lummis: Nobody is popping champagne on CLARITY yet Claude recovered Bitcoin worth about $397K 60 Minutes: Insider trading around US military operations 30-year yield clears 5.1% for the first time since 2007 How will the Federal Reserve handle rate cuts during an inflation crisis? Bond market inflation fears are rising over oil prices and a new Fed chair Morgan Stanley close to offering crypto trading through E*TRADE Morgan Stanley taps partner to offer crypto to E*TRADE clients David Marcus: China trip shows the surveillance state Fox News host warns of “Big Brother” in China Reuters: US probes suspicious oil trades before Iran pivot Warren, Whitehouse probe suspicious oil trades around Iran announcements US 30-year yield tops 5% as Fed faces inflation test US 30-year bond yield tops 5% Interest rate hikes are less powerful against inflation than conventional wisdom suggests What Is the Relationship Between Inflation and Interest Rates? US Yields at 5% Tug Traders Between Dip-Buying Greed and Fear Citadel’s CEO on the AI boom: “Is it hype? Of course” Music: Heaven Pool By: Ambriel
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  104: The K Trap 13.05.2026 1h 18min

  They want to blame the war, but the split was already there. This week, I follow the K-shaped economy under the headlines, and Bitcoin’s uncomfortable signal: adoption is accelerating, and so is domestication. 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 US consumer prices rise 3.8% as Iran war sends energy … Inflation spikes to 3.8 percent in April, higher than expected PPI report: Wholesale prices rose 0.5% in April, more than expected Widening K-shaped economy pattern across income groups K-shaped economy is showing up at the gas pump: NY Fed - The Hill What is the K-shaped economy, where the rich are getting … - Fortune The economy is cracking. This trend is most alarming. Senate confirms Kevin Warsh as Fed governor, clears way for chair … Kevin Warsh wins Senate confirmation to Federal Reserve Board of … Senate Banking Committee to vote on Clarity Act crypto bill Senate Banking Committee unveils revised Clarity Act text before … Crypto Market Structure Bill Gains Bipartisan Momentum Coinbase CEO Brian Armstrong heads to Senate to advocate for … Labor unions oppose Senate crypto bill ahead of Thursday … Crypto legislation faces another hurdle: Labor unions Strategy CEO Phong Le unveils 6 capital-management principles … Strategy weighs selling bitcoin to fund dividends amid Q1 net loss Strategy Will Keep Buying Bitcoin Forever, Saylor Says Strategy Considers Bitcoin Liquidation to Cover Preferred Dividends Crypto-Assets: Implications for Consumers, Investors, and … A good article deeply analyzing the impact of Bitcoin ETF on … Inflation spikes to 3.8 percent in April, higher than expected - The Hill US consumer prices rise 3.8% as Iran war sends energy prices higher 324. Apolar Money: Lecture at the Global Economy & Finance Conference in Seoul - YouTube Bitcoin Wins Big While Altcoins Face New Regulatory Reality - YouTube Music: Shoot Me Down By: Nat Hills
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  103: The Energy Squeeze 06.05.2026 52min

  Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out. 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 Sayor Selling his coins: Bait and switch? Show Notes Bitcoin Is At An All-Time High Higher Energy Prices from Iran War Will Drive World Into Recession, Says Citadel CEO Ken Griffin OPEC Is Breaking Up Citadel's Ken Griffin Says Iran War Threatens Global Recession Citadel's Ken Griffin: Global Recession Inevitable if Strait of Hormuz Stays Shut Chevron CEO Says Shortages in Oil Supply Will Begin Appearing Chevron CEO Says Global Oil Supplies Are Tightening Bessent Says Powell Staying On Is a Violation of Fed Norms Bessent Criticizes Powell's Plan to Stay on Fed Board Powell Says He'll Remain on U.S. Federal Reserve Board Powell Says He Will Stay On as Fed Governor After Term as Chair Dalio Warns Warsh Against Cutting Rates Amid Stagflation Risk Ray Dalio Says Kevin Warsh Shouldn't Cut Interest Rates in a Stagflation Era U.S. Debt Exceeds Country's GDP for First Time Since World War II Powell Says Tariffs Keeping Inflation Elevated, Fed Watching Energy Prices Fed Chair Powell: Tariffs Should Be a One-Time Issue for Inflation The U.S. Debt Now Exceeds the Country's GDP. Should We Worry? mempool.space API Bitnodes Latest Snapshot Clark Moody Dashboard PIG by The Death of Rock and Roll The Abuse by DOGS No Longer by POLANSKI What's On My Mind by Wobitty Way to Go Kid by Panzee V4V Music Public Tagging API Wall Street Just Gave Your Bitcoin Bonds a Triple-B Rating Why Bitcoin Replaces Gold, Bonds & Real Estate Why Bitcoin Is Crushing Gold Since the War Many Don't Realize How Wild the Bitcoin Market Is About to Get Allocating Scarce Assets: Energy, Compute & Bitcoin A World of Debt: Why Bitcoin Must Replace Bonds Beyond Finance: Bitcoin and the Energy Infrastructure of the Future Mike McGlone on Energy Spikes and Bitcoin
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  102: Acceptance To Adoption 29.04.2026 1h 3min

  I came away from Bitcoin 2026 with one clear signal: beneath the circus, something more permanent is being built. 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 Polymarket the bigger Bitcoin distraction? Links Yahoo Finance Analyst: Bitcoin Moving From Acceptance to Adoption Jeff Park: IBIT Options Could Fuel New Bitcoin Highs White House Teases Strategic Bitcoin Reserve Announcement Rep. Begich to Introduce Strategic Bitcoin Reserve Bill Attorney General Says Bitcoin Developers Won’t Be Prosecuted Paul Tudor Jones Calls Bitcoin the Best Inflation Hedge CNBC: Senate Vote Coming on Warsh Confirmation Lummis Says Crypto Market Structure Markup Coming in May Begich Renames Bitcoin Reserve Act Begich Reads Self-Custody Protection Bill Novogratz: Saylor Buying Could Trigger Bitcoin Supply Shock Jerome Powell’s Last Fed Meeting and Bitcoin Why MSTR Trades Below Its Bitcoin Holdings Bitcoin Outlook as Kevin Warsh Prepares for the Fed Czech Central Bank Bitcoin Reserve Test Boosts Returns Paul Tudor Jones: Bitcoin Is the Best Inflation Hedge Strive CEO on Bitcoin’s Crash and Digital Credit FBI Boss Reveals Bitcoin Shift After Deep Research White House Teases Strategic Bitcoin Reserve Update Tether and Canaan Build Modular Bitcoin Mining Systems Bitcoin Miner Optionality Block Launches Bitkey Wallet, Cash App Bitcoin Earnings, and Proof of Reserves Block Proof of Reserves
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  Bonus: 101 Leftovers 27.04.2026 21min

  A behind-the-scenes look at what got cut from last week’s episode with Chris’s new show-prep workflow. Think of it as an audit, out in the public.
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  101: Stress Test 22.04.2026 1h 9min

  Bitcoin isn’t being normalized by hype, but by strain. As the Fed loses credibility, it looks less like a trade and more like a necessity. 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 If Kevin Warsh Makes it… Will he cut rates? Or - will he battle it out with Trump? Show Notes Bitcoin Price Passes $75,000 As Iran War Turns It From ‘Digital Gold’ Into Geopolitical Settlement Bet UK Lawmaker Calls For Probe Into Nigel Farage’s Bitcoin Ties Tether Moves Over $70 Million In Bitcoin To Reserves, On-chain Data Shows Covenant AI Leaves Bittensor Amid Decentralization Concerns, TAO Drops 18% Bittensor Token Plunges as Top Builder Departs Over Decentralization Doubts Bittensor's TAO Risks 45% Dip Amid 'Decentralization Theater' Accusations Trump's Fed Pick Warsh Reveals Stake In Bitcoin Startup Flashnet Bitcoin Moves Past Halfway Point In Halving Cycle As Supply Tightens Toward 2028 Fed Chairman Nominee Kevin Warsh's Vast Holdings Include Crypto Goldman Sachs Targets Income with New Bitcoin ETF Filing Back-To-Back Billion-Dollar Days: Strategy's STRC ATM Clears $2.7B In 48 Hours Asia Markets Today: Nikkei 225, Hang Seng, CSI 300 Kevin Warsh Executive Branch Public Financial Disclosure Report Fed Nominee Warsh Filings Detail Vast Wealth Quantum-Safe Bitcoin Transactions Iran Gives Approved Hormuz Shippers "Few Seconds" To Submit Payment In Bitcoin Crime Ring Stole Millions in Crypto in California ‘Wrench Attacks’ The $665 Million Crypto Fund Roiling the AI Safety Fight Bitcoin Lightning Gets Major Adoption Boost in US Coinbase, Fannie Mae to Enable Crypto-Backed Mortgages Google Finds Quantum Computers Could Break Bitcoin Sooner Than Expected Prosecutors Turned Away from Federal Reserve After Unannounced Visit Fox Business: Bitcoin Is a Lifeline for Many Iranians IBM Launching a Bitcoin and Crypto Wallet for People & Institutions Admiral Samuel Paparo Says Bitcoin Shows Incredible Potential as a Computer Science Tool Jordi Visser Says Bitcoin Is About to Rip Significantly Higher Music Pony Up Daddy By: $2 Holla
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  100: The Market Fit 15.04.2026 1h 34min

  The pattern is getting harder to miss: the dollar loses power, and Bitcoin gains relevance. As war, sanctions, and financial stress expose the old system’s limits, the market is starting to recognize what Bitcoin was built for. 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 Saylor Under-Selling Bitcoin's Potential On Purpose? Show Notes US March PPI inflation rises to 4.0%, its highest since February 2023. Core PPI inflation was unchanged, at 3.8% Covenant AI Leaves Bittensor Amid Decentralization Concerns, TAO Drops 18% BitTensor AI Token Plunges as Top Builder Departs Over Decentralization Doubts - Decrypt Bittensor's TAO Risks 45% Dip Amid 'Decentralization Theater' Accusations Trump's Fed Pick Warsh Reveals Stake In Bitcoin Startup Flashnet Bitcoin Moves Past Halfway Point In Halving Cycle As Supply Tightens Toward 2028 Fed chairman nominee Kevin Warsh's vast holdings include crypto IMF warns about risk of global recession as Iran war impacts energy costs - YouTube Music Against All Love By: FM Rodeo
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  99: Empire in Denial 08.04.2026 58min

  This week, even the optimistic case sounds like decline. And when that becomes the sell, Bitcoin starts to look like the only honest asset in the room. 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 Are you on Team Luke or Team Lyn? And: How should we celebrate episode 100? Show Notes Trump’s Billion-Dollar Bitcoin Blowout Exposed US recession by end of 2026? Prediction Market Prices - Yahoo Finance The New York Times may have found bitcoin founder Satoshi Nakamoto. Here's what you need to know. Bitcoin Pioneer Adam Back, Bernstein Say Quantum Threat to BTC Isn’t Existential Morgan Stanley launches cheapest Bitcoin ETF Iran ceasefire wipes out millions in short liquidations Bitcoin Going To Zero, Says Economist Who Predicted 2008 Crash — Does His Reasoning Have Merit? Bitcoin Price Reclaims $72,000 After US-Iran Two-Week Ceasefire Agreed The Real War Isn’t in Iran — It’s in the US Treasury Market | Luke Gromen & Lyn Alden - YouTube Ethereum Researcher Justin Drake: I think of it more as an opportunity. vitalik.eth on X: A very important document. Let's walk through this one "goal" at a time. Ethereum prepares for quantum threat, with security boost and scalability challenge Ethereum Reclaims $2,000 as ETF Inflows and Upgrade Roadmap Boost Momentum Blockstream Research Demonstrates Quantum-Resistant Transaction Signing Blockstream Research Brings libsecp256k1-zkp Back Up to Speed Here's What Researchers Are Doing to Protect Bitcoin From Quantum Threats Stranded Energy Is Emerging As Fuel For The Digital Economy How Bitcoin Mining Could Drive the Next Wave of Green Innovation Will Bitcoin Crash to $10K? Bloomberg Warning Explained Morgan Stanley Debuts Bitcoin ETF as Price Slump Rattles Holders Eric Balchunas on X: "BIG BOY LAUNCH: Morgan Stanley Bitcoin ETF hits the market today LFNW2026 - Back to Root Music You Say You're a Warrior, Are Ya? - By: Longy
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  98: Demand by Chaos 01.04.2026 50min

  History is moving whether anyone is ready or not. How the system is under pressure, and why it will flow toward Bitcoin. 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 Exit Interview: How do you grade our Crypto Czar? Show Notes Understanding the National Debt | U.S. Treasury Fiscal Data Jerome Powell says $39 trillion national debt is ‘not unsustainable,’ but it ‘will not end well’ 'ENERGY SHOCKS': Recession fears EXPLODE as oil disruption ROCKS Wall Street - YouTube The World Uncertainty Index just hit 105,000. Higher than Covid. Fannie Mae accepts first Bitcoin-backed mortgage product Crypto and Bitcoin mortgages The System Isn’t Broken - It’s Rigged | Lyn Alden - YouTube David Sacks says his time as Trump's crypto and AI czar has ended Tether Was Born On Bitcoin. Twelve Years Later, Is It Coming Back? Google Finds Quantum Computers Could Break Bitcoin Sooner Than Expected Blockstream Research dropped a new post-quantum signature scheme: SHRIMPS Developers are currently working on a Bitcoin Improvement Proposal to strengthen Bitcoin against quantum, with a test net already deployed MARA sold 15,000 BTC, Bitdeer sold all of its BTC, Riot is selling BTC from treasury to fund data center build-outs, Auradine just rebranded to Velaura AI. The biggest miners are leaving the game. 31.0 Adding Cluster mempool Music I Need a Little By: The Retrograde