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This Week in Bitcoin
95 Episodes
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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
All’s Well That Ends — Justin Lantrip (Podcast Index)
AI is getting the blame for deflation, but other forces may be driving it. What happens to Bitcoin in a world of falling prices? Then: BIP-110 and the biggest governance fight since the blocksize wars.
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:
Deflation & Macro Narrative
Lyn Alden on the Gradual Print Era, Gold & Bitcoin
Cathie Wood Predicts Deflation
BIP-110
BIP-110 Official Site
BIP-110 Overview — The Bitcoin Manual
BIP-110 Soft Fork Gains Support — Phemex
Bitcoin Nodes Running BIP-110 Cross 2% — Cointelegraph
BIP-110 Divides Developers and Miners — Bit2Me News
Adam Back Criticizes BIP-110 — ForkLog
BIP-110 Validator Support Snapshot — RootData
Could BIP-110’s Data Cap Disrupt Bitcoin? — AInvest
Plan ₿ Forum 2026 — Knots & BIP-110 Debate
OP_RETURN Stats
Recent OP_RETURN Output Statistics — Delving Bitcoin
Updates & Market Signals
Treasury Secretary Scott Bessent Interview — CNBC
T-Bills Driving Bitcoin Price — Cointelegraph
Goldman Sachs CEO on Bitcoin & Clarity Act — Decrypt
Music:
Radio Brigade — Mellow Cassette
The macro shifts, the media smells blood, and Bitcoin is back on trial. I dismantle the latest attacks and the whale tactics behind the dips. Plus, the new push against quantum FUD.
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:
Dollar scrutiny increases as China banks shift away from USD
January jobs report has bulls excited, even if it means fewer rate cuts in 2026
WHITE HOUSE STABLECOIN MEETING ENDS WITHOUT A DEAL.
Mitigating The Impact Of The Quantum Freeze - BitMEX Blog
Strategy ($MSTR) To Lead Bitcoin Quantum Defense, Says Saylor
Bitcoin $60K Retest Possible Due To Growing Liquidity Gap
US Jobs Data Could Shock Bitcoin, Here’s Why
Is Bitcoin Now Officially in a Bear Market? What Historical Data Says
Nayib Bukele Says 'We Bought The Other Dip' As El Salvador Loads Up On Gold And Bitcoin - Benzinga
Examining bitcoin's possible role in Nancy Guthrie case - CBS News
Bitcoin Slides as Fed Rate Cut Doubts Follow Strong Jobs Report - Decrypt
MARA expands Bitcoin mining amid AI surge, CEO Thiel unveils growth strategy | Fox Business Video
Here's why the quantum threat for bitcoin may be smaller than people fear
Fear that quantum computing is on the cusp of cracking cryptocurrency's encryption spurs a global investment firm to remove Bitcoin from recommendations | Tom's Hardware
This Analyst Is Dumping Bitcoin Over Quantum Computing Fears
Pay-Per-Prompt AI Service
Jack Mallers on X: "Bitcoin is not a software company.
Meet up: Pasadena Linux Party, Fri, Mar 6, 2026, 6:00 PM | Meetup
Music
Take A Break By: Fentlay
Power shifted, expectations broke, and markets blinked. Short-term thinking is being rewarded again, even as the long-term bill quietly grows.
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:
Fed chair nominee Warsh may want smaller Fed holdings, but that's not easy to do
Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve
Wall Street can't get a handle on Kevin Warsh. Expect a volatile market until it does.
Kevin Warsh, Don Kohn on quantitative easing and inequality - YouTube
Kevin Warsh will inherit a challenge no Fed chief has faced since post-World War II | Fortune
Looking at price action and the 14 day RSI, Bitcoin never entered historically “overbought” territory in 2025
CLARITY Act Could Become Law by April 2026, Industry Leaders Optimistic
Text - H.R.3633 - 119th Congress (2025-2026): Digital Asset Market Clarity Act of 2025 | Congress.gov | Library of Congress+Morning Minute: Trump's Crypto Entanglements Threaten CLARITY Act Timeline
House Committee on Financial Services - Democrats on X: "Trump family's cryptocurrency firm "World Liberty Financial"
The Bitcoin vs Gold Debate: Saifedean Ammous vs Peter Schiff - YouTube
River's Founder Alexander Leishman 🇺🇸 on X
River on X: "Bitcoin has value because we value Bitcoin.
Alby Sandbox
Alby-agent-skill: Build lightning wallet functionality into your apps with your favorite agent, without hallucinations
Introducing Alby Sandbox
👋 Introduction | Boltz API
Full Setup Guide | Start With Bitcoin
Music
Shadowland By: Prosperous Soul
The dollar drama is exposing plans that would otherwise remain hidden. Gold is responding immediately. Bitcoin is not. Understanding why matters more than the price.
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:
U.S. dollar plunges after Trump says he's not concerned about recent drop
Gold prices surge amid economic uncertainty | Fox News Video
US Dollar Rebounds from 4-Year Low — TradingView News
Energy Grids Look to Diesel for Data Center Backup Power Amid US Cold Snap - Bloomberg
BlackRock says investors can no longer rely on bonds for portfolio safety
BlackRock Commentary: Immutable laws in action again
Bitcoin and the End of Globalism - YouTube
Fed holds rates steady as inflation remains elevated - The Washington Post
Rick Rieder: "Bitcoin belongs in the ideal portfolio."
Who will Trump nominate as Fed Chair? Predictions
Steak 'n Shake on X: "Steak n Shake's Burger-to-Bitcoin transformation continues.
Winter Storm Unleashes Bitcoin Mining's Grid-Supporting Superpower
Texas Governor Abbott says Texas had a massive surplus of power during this winter storm.
Bitcoin hashrate drops 8% as US miners curtail during Winter Storm Fern
Local businesses in Las Vegas are beginning to accept Bitcoin payments
Pasadena Linux Party, Fri, Mar 6, 2026, 6:00 PM | Meetup
Music:
Be the Wheel By: Theo Katzman
The world’s financial order is cracking in public, not theory. Gold is acting first, Bitcoin isn’t, and that disconnect tells a harder story than most Bitcoiners want to hear.
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:
Wall Street Pulls Back From Bitcoin’s Money-Spinning Basis Trade - Bloomberg
Gold is ripping. Japan’s bond market is cracking. And the Fed is quietly adding liquidit
Luke Gromen: The Dollar System Is Breaking — And Markets Aren’t Ready - YouTube
Major Currencies Are Headed for a Reckoning | Lyn Alden - YouTube
Japan 10 Year Government Bond Yield
Global bond markets shaken by Japan selloff, Greenland worries
Why the Japanese Bond-Market Rebellion Has Investors on Edge
Coinbase Pulls Support From CLARITY Act as U.S. Crypto Market Reform Enters Critical Phase
Charles Hoskinson criticizes Ripple CEO Brad Garlinghouse for backing flawed CLARITY Act
Senate Banking Committee Delays Markup On Crypto Market Infrastructure Bill As Draft Legislation Criticized
Christine Lee on X: ""THE POLICY OF THIS GOVERNMENT IS TO ADD SEIZED BITCOIN TO OUR DIGITAL ASSET RESERVE" —U.S. Treasury Sec. Scott Bessent
More than half of all crypto tokens have failed — and most died in 2025
Risk, Freedom & Building Billion-Dollar Companies Before the World Believed - YouTube
PlanetNix 2026
SCaLE 23x | Registration
Music
KNEW ALL ALONG By: Suzanne Santo
This week’s Fed chaos wasn’t random. It was the bill coming due. As Powell’s record is challenged in public, the market is being forced to rethink 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
Show Notes:
Gross Domestic Product | U.S. Bureau of Economic Analysis (BEA)
The US economy expanded at the fastest pace in two years as wealthier Americans kept spending
U.S. GDP Grew 4.3%, Surging in Third Quarter of 2025
Why 2026 Will See Unprecedented U.S. GDP Growth
The Money Masters (1996) - YouTube
The campaign to convince Trump to investigate the Federal Reserve chief
Rep. Anna Paulina Luna Refers Federal Reserve Chair Jerome Powell for Criminal Investigation Over False Testimony
Jerome Powell Under Criminal Investigation — Here's Why This Matters - YouTube
Corporate Bitcoin Buying Outstrips Mining Supply 3-to-1
Bitcoin ETFs Log Best Week Since October Flash Crash
Zcash Developer Team Resigns
Rumored Venezuelan Bitcoin Fate ‘Remains To Be Seen’
Introduction to Bitcoin: what is bitcoin and why does it matter? - YouTube
PlanetNix 2026
Jupiter Broadcasting Meetup Page
Music
Sara Jade • Splinters
The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for 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
Show Notes:
BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS
Stats from Jameson Lopp (@lopp)
BTC Map on X said: "Square was a big contributor, but we've seen growth across the board."
Venezuela 600,000 BTC Shadow Reserve Claim Explained
Venezuela will ship sanctioned oil to U.S. indefinitely, sources say
Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy
Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News
Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune
The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve.
Strategy Pares Gains On New MSCI Rule
"BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind.
Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters
'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block
60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity.
Music
Tokyo Citadel Remix (Single) By: Reel Richard
Bitcoin sentiment has turned ugly, and the excuses are getting creative. We expose the perfect FUD driving quantum panic, cycle mythology, and weak macro narratives at precisely the wrong moment.
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:
Manipulation? Bitcoin Drops $2,000 in 35 Minutes, $132M Longs Liquidated
BREAKING: Bitcoin dumped $3,200 from $89.8k to $86.6k and liquidated $203 million worth of longs. All this happened in last 60 minutes with no major negative news or FUD.
$200 million worth of levered longs were liquidated with Bitcoin now down to $86,000. That’s a $140 BILLION swing()
Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical) - YouTube
Luke bailed
Longtime bull makes 'ugly' prediction for gold rival
This is the first time he’s openly admitted selling BTC to buy back lower — framing it through the classic 4-year cycle and a broader 2026 market reset.
Bitcoin is humbling bc it doesn’t care about your patterns
You're selling BTC in favor of other technological platforms equally, if not more so, affected by powerful quantum computers.
Lawrence Lepard: "Anybody who has zero Bitcoin is really missing the most asymmetric bet that I have ever seen."
Glassnode data shows whales accumulated 269,822 BTC
Fidelity reports that Bitcoin's 4 year cycle may be over 👀 Investors "believe we could be entering a supercycle
WHY assume whoever builds a quantum computer that can crack old wallets would be SELF DESTRUCTIVE???
Bitcoin RSI flashes MAJOR reversal signal
If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you.
Why private credit is creating major concerns among economists - YouTube
Will 1 Bitcoin Be Generational Wealth? Whales Selling, Legacy Planning & Price Drivers - YouTube
Music
Kentucky Sore by Justin Lantrip
The Fed cuts rates again and quietly pivots to baby-QE. How this shift could finally blow up Bitcoin’s four-year cycle.
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
Dow gains almost 500 points, S&P 500 ends shy of record high after Fed’s final rate cut of 2025 bolsters case for early start to ‘Santa Claus rally’
Here are the five big takeaways from Wednesday's Fed rate decision
Fed interest rate decision December 2025:
BIP The Cat - Draft discussion - Protocol Design - Delving Bitcoin
The-Cat: Draft BIP: Non-monetary UTXO cleanup (“The Cat”) and related materials.
Stablecoin Adoption Could Stifle Central Bank Control, IMF Warns - Decrypt
Acting CFTC chairman Caroline Pham on new crypto collateral pilot program - YouTube
I Wasted 8 Years of My Life in Crypto
The $100 TRILLION Problem No One is Connecting To BITCOIN - YouTube
Music
Apex By: Empath Eyes
Something broke in the background this week as a decades-old trade finally cracked, and Bitcoin caught the first ripple. The real story isn’t the dip; it’s what this unwind sets in motion next.
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
Yen Carry Trade Unwind Triggers Major Market Ripples | wolff responds - YouTube
The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski - YouTube
Japan announces $135 billion stimulus to boost economy and support consumers
Japan Economy News Today, December 3, 2025: Services PMI Strengthens as Bond Yields Hit 17‑Year High and BOJ Eyes Rate Hike
Charles Schwab CEO says feel confident bitcoin and ethereum will be the two cryptocurrencies it can offer to market in first half of 2026 | MarketScreener
Vanguard finally dips a toe into crypto waters
Vanguard Will Now Allow Crypto ETFs on Its Platform
Bank of America recommends adding up to 4% of ‘gold rival’
Bank Of America Opens Up All Client Portfolios To Crypto Investments
Bank of America Backs 4% Crypto Allocation
Larry eats Crow: BlackRock CEO Larry Fink admits he was wrong about crypto.
US FED Injects $13.5B in Liquidity Overnight as QT Ends
Chairman Hill, Oversight Chair Meuser Issue Final Staff Report on Biden’s Debanking of Digital Assets | U.S. House Committee on Financial Services
Crypto Targeted: House Confirms Operation Choke Point 2.0
Gilfoyle cryptocurrency powerpoint - Silicon Valley S5 - YouTube
Music
scoot By: Kathryn
A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters.
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
The Dumbest Trade of 2025
Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB
Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’
MSCI Review Puts Digital Asset Treasury Companies Under Pressure
JPMogran Prospectus Filed
THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube
Part 1: My Life Is a Lie - by Michael W. Green
Ethereum has much bigger problems with quantum than Bitcoin.
Bitcoin Rally To $112K Depends On Four Catalysts
Bitcoin Price Roars Past $90,000 On Strong Wall Street News
US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG
Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block
S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By Investing.com
Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal
JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance
Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump
Music
Epiphany Rising By: Justin Lantrip
Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.
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
Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle?
ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News
Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle
Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap
Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube
The Czech National Bank has purchased digital assets for the first time in its history. 🌐
Mike Kelly on X OFAC Fears
Trump promises $2,000 tariff checks by mid-2026
Music
Auto Inter Woven Minds By: Longy
Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning.
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
Why Bitcoin’s Sideways Trend Could End With a Surge to $180K
Samourai Wallet Dev Sentenced to 5 Years in Prison
Samourai Wallet CEO Sentenced To 5 Years For Bitcoin Mixing
The Rage on X: The judge did not seem particularly sympathetic
Doing some mempool sleuthing on Lava
Bitcoin lending app Lava quietly shifted its custody model. Users are demanding answers
BIP draft: Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips
ADP tracker now shows economy may have lost jobs in October - YouTube
New signs of economy struggle with chain and fast-food restaurants - YouTube
China accuses US of $13 billion Bitcoin heist in explosive cyber theft report | Invezz
A record ~14% of student loans transitioned into 90+ days delinquency in Q3 2025
Music
KNEW ALL ALONG - Suzanne Santo
The U.S. shutdown has sidelined a trillion dollars, starving markets and Bitcoin alike. Whales are having their IPO moment, treasury stacks are shrinking, and now BIP-444 drops a fresh dose of chaos into the mix.
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
Tomas on X: "OK, lots of bad takes on X over the past few days.
How Bitcoin Liquidity Has Been Affected by the Government Shutdown - Decrypt
Bitcoin’s Silent IPO: Why This Consolidation Isn’t What You Think
The Truth About Why Bitcoin Isn’t Exploding (Yet) - YouTube
Ted on X: "This isn’t a good sign. 🚨 That’s the second Treasury company I’ve seen selling
Cory 🦢 Bitcoin @ Swan.com on X: Was too leveraged, at nearly 50%. In the initial raise, there was supposed to be significantly more in the PIPE, but at close it was $195M of equity, $189M of debt. Much more flexibility at lower leverage, eg for buybacks."
Could the AI bubble pop? - YouTube
BIP-444 Explained: The Bitcoin Soft Fork Proposal Dividing Developers and the Community
Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips
The BIP 444 proposal is incredibly bad
Luke Dashjr on X: if someone mines CSAM, BIP 444 will activate to reject that block. The only way technically to then reject BIP 444 is to add a checkpoint pinning the CSAM in the chain"
My Video on BIP-444: Ok, WTF Is going on with BIP-444? I
Music
Kick It - By: Caroline Hale
The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s 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
Show Notes
Fed cuts rates for the second time this year, will end balance sheet run-off in December
Government shutdown now 2nd longest in U.S. history
Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025
Strike Line of Credit in the Works - YouTube
Lava is introducing the world’s first bitcoin-backed line of credit.
Lava | Waitlist
Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X
JPMorgan To Accept Bitcoin As Collateral By Year-End
Chain Code Delegation: Improving privacy in collaborative multisig
S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration”
Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings
CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin
Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center
Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube
Music
The End Of The World BY: Filoxera
The Binance era fades, the ETFs rise, and Bitcoin quietly migrates into the core of the financial system. The rotation has begun.
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 Wealth Flows to Wall Street as Whales Adopt ETFs - Bloomberg
The Massive Binance Rugpull. - YouTube
U.S. and Australia sign critical minerals agreement
Rare Earth Stocks: Analyst Names Next Trump Stakes; U.S.-Australia Deal Struck | Investor's Business Daily
Rare earths: China responds to U.S.-Australia critical minerals deal
Subprime lender PrimaLend Capital Partners files for bankruptcy protection
Exergy | Heat That Pays
How to set up a Bitcoin Node
Bull Bitcoin Wallet
The open-source BULL Wallet is finally available on iOS and Android worldwide.
The BULL BITCOIN Origin Story
Update on the Alby attack
PayPal's crypto partner mints 300 trillion stablecoins in 'technical error'
Opening remarks by Governor Waller at the Payments Innovation Conference - Federal Reserve Board
Crypto Goes Mainstream: Fed Governor Admits Bitcoin is Now Part of the Financial Fabric
The End of Fiat: Bitcoin’s Time Has Come - YouTube
Music
Lowkey By: Ollie
Altcoins wrecked, traders wiped, and the fiat system shows new cracks. I unpack the Great Debasement, Trump’s tariff tantrum, and why not owning Bitcoin may be the biggest risk yet.
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
Debasement Trade - Death of Fiat Money? - Lyn Alden - YouTube
The Great Debasement: Why Your Dollars, and Your Wealth, Are a Mirage.
Beijing’s rare earths control is ‘China versus the world’, says US treasury chief
China’s Rare Earth ‘Bazooka’ Sparks Alarm, Race for Supplies - Bloomberg
Bitcoin Core :: Bitcoin Core 30.0
Bitcoin Core v30.0 is officially released — Is BTC going to fork? - Cryptopolitan
Power to the Nodes w/ Start9 CEO Matt Hill | Bitcoin 2025 - YouTube
Bitwise just revealed a new country is buying Bitcoin and they will announce soon
There are a lot of reasons for investors to stay optimistic, says Fundstrat's Tom Lee - YouTube
DOJ seizes $15 billion in bitcoin in 'pig butchering' fraud
U.S. Government Bitcoin Balance
$19B Liquidation: Bitcoin’s Ultimate Stress Test - YouTube
Music
Album: In Another LIfe
Spooke by Be Glass
Core wars, treasury liquidity changes, and Europe’s digital dollar. Why Q4 of 2025 will be Bitcoin’s moment of truth.
Affiliate 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
Strategy’s Saylor Bets on Ossification: Changes to Bitcoin Must Be Viewed as a ‘Threat’
The battle between Bitcoin Core vs Knots is getting ugly
Bitcoin Core vs Knots: Debate Intensifies Over Network Direction
Bitcoin Core vs Knots: Debate Intensifies Over Network Direction
Crypto Markets Will Rally Once US Treasury Hits $850 Billion Goal: Analyst
TWiB 67: The Treasury Vacuum
A 2025 Overview Of What You Need To Know About The Digital Euro
'MAJOR DISRUPTION': ECB chief explains criticism of Trump tariffs - YouTube
Austin Unplugged Birthday Lunch Party, Sat, Oct 4, 2025, 10:00 AM | Meetup
Texas Linux Festival 2025
macadamia Wallet
zeugmaster/macadamia: macadamia is a native Cashu wallet for iOS.
macadamia Wallet on the App Store
The Fold Bitcoin Credit Card™ | Join the waitlist
FOLD BITCOIN on X: "Fold x @stripe x @Visa Together
Music
Better Days By: ₿illy LeRiff
The Fed was forced to slash rates, and the jobs revision is nothing more than a smokescreen for the mess they’re really in.
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Show Notes
Saifedean Ammous on X: "It's fiat bingo day again!
Bank of Canada lowers interest rate to 2.5% in first cut since March
Someone bought $680 MILLION Bitcoin ahead of today's rate cut decision.
Federal Reserve Board - Federal Reserve issues FOMC statement
Fed Cuts Rates by Quarter Point and Signals More Are Likely - WSJ
BRICS Nations Hold the Leverage (and Gold) and Why Bitcoin Price Isn’t Higher with Luke Gromen - YouTube
Bitcoin Hashrate Surges Past 1 Zetahash, Marking Security Milestone
Music
This That by Ollie





