Market Disruptors

Mark Moss joins Scott Melker to explain why Bitcoin moved nearly 20% overnight, why whales were buying while retail sold, and why the bond market may not break the way most people expect. Recorded September 9, 2026. They discuss the hot ball of money rotating back toward Bitcoin, Bitcoin miners becoming AI data centers, Bessent’s bond buybacks and the signal they sent, slowing debt growth, the personal treasury revolution, pure Bitcoin treasury companies, Strategy’s long game, and why the bottom is likely in. ___________________________________________________________________________________________ THANKS TO OUR SPONSORS! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off. BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors  ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss  RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river to sign up and get up to $100 in free Bitcoin. TIMESTAMPS: 0:00 - Episode Trailer 0:53 - Why Bitcoin Just Moved 20% Overnight 4:26 - Whales Were Buying While Retail Sold 6:04 - The Hot Ball of Money Is Rotating Back 9:30 - Are Bitcoin Miners Just AI Data Centers Now? 10:38 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 12:06 - Bessent’s Bond Buybacks and the Signal 17:43 - Why the Bond Market May Not Break 23:17 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware 24:17 - Debt Growth Is Slowing (or Not) 28:15 - GDP, Jobs, and the Real Economy 34:30 - Sponsor: Borrow Against Bitcoin with Arch Lending 35:29 - The Personal Treasury Revolution 45:32 - Sponsor: Earn Bitcoin on Your Cash with River 46:15 - How to Grow Assets Like Saylor 49:27 - Why Pure Bitcoin Treasury Companies Work 54:49 - Strategy’s Long Game and the Bottom 59:55 - Is the Bottom In? FOLLOW Scott Melker: X: https://x.com/scottmelker  YT: https://www.youtube.com/@ScottMelker  Website: https://thewolfofallstreets.com  FOLLOW Mark Moss X: https://x.com/1MarkMoss  IG: https://www.instagram.com/markmoss/  YT: https://www.youtube.com/@1MarkMoss  FOLLOW Market Disruptors: X: https://x.com/MDisruptors SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv  BOOK A CALL TO WORK WITH OUR TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julian Figueroa joins Jake Roque to explain why Gen Z is heading into a neo-renaissance, why first-time homebuyers are now 38, and why the ceiling on building wealth from skill has been removed. They discuss outsmarting the subscription trap, his path from –$30,000 to nearly a million at 22, how Exit Manual videos are made, what Harvard students actually know about Bitcoin, the real objections young people have, self-custody, mixed feelings on debt, and why he still cares about the Bitcoin revolution. ___________________________________________________________________________________________ THANKS TO OUR SPONSOR! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off. ___________________________________________________________________________________________ TIMESTAMPS: 0:00 - Episode Trailer 0:51 - Gen Z and the Neo-Renaissance 6:25 - Every Way to Outsmart the Subscription Trap 11:50 - Why First-Time Homebuyers Are Now 38 18:23 - The Ceiling to Building Wealth Is Gone 20:53 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 22:20 - From -$30K to Almost a Million at 22 26:18 - How He Locked Back In After Losing It 34:29 - How an Exit Manual Video Gets Made 43:12 - High Agency Starts With Health and Attention 51:12 - Stoicism and the Debt Tax 56:07 - What Harvard Students Know About Bitcoin 59:03 - The Real Objections Young People Have 1:04:49 - Why Younger People Will Get Self-Custody 1:07:30 - Mixed Feelings About Debt 1:18:49 - Why Julian Cares About the Bitcoin Revolution FOLLOW Julian: X: https://x.com/kinetic_finance IG: https://www.instagram.com/kineticfinance/ YT: https://www.youtube.com/@exitmanual ⁩   FOLLOW Jake: X: https://x.com/jakeroque_ IG: https://www.instagram.com/jakeroque/ YT:  https://www.youtube.com/@JakeRoque⁩   FOLLOW Market Disruptors: X: https://x.com/MDisruptors IG: https://www.instagram.com/marketdisruptorspodcast SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv  BOOK A CALL TO WORK WITH THE MD TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Thorne joins Mark Moss to explain why the long end is normalizing, not crashing the market, why Warsh is wrong to hike into a supply shock, and why supply-side growth can stay strong without reigniting inflation. They discuss AI CapEx that does not care about rates, stablecoins and Operation Twist bringing the ten-year toward 4%, why banks are fighting an existential threat, the four-year cycle giving way to a super cycle, tokenization rails that are already built, velocity over printing, and what he is watching into the midterms. ___________________________________________________________________________________________ THANKS TO OUR SPONSORS! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off. BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors  ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss  RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river to sign up and get up to $100 in free Bitcoin. TIMESTAMPS: 0:00 - Episode Trailer 0:55 - The Fed Lost the Long End. This Is Normalization. 6:40 - Higher Rates Don’t Crash Stocks in an AI CapEx Boom 11:52 - The Old Rules Don’t Work in This New World 15:35 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 17:03 - How Stablecoins and Operation Twist Bring Rates Down 22:52 - Stablecoins Create Demand for Short-Term Paper 27:42 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware 28:42 - Why Stablecoins Are an Existential Threat to Banks 33:11 - What Happens to MicroStrategy in a Tokenized World 38:57 - Sponsor: Borrow Against Bitcoin with Arch Lending 40:05 - Banks Will Have to Cut a Deal With Bitcoin 48:36 - Four-Year Cycle Is Dead. This Is a Super Cycle. 51:17 - Sponsor: Earn Bitcoin on Your Cash with River 52:36 - The S-Curve and What Comes After 126K 56:43 - Tokenization Is Already Built. They’re Just Opening It. 1:01:37 - Velocity, Not Printing, Is the Real Catalyst 1:07:06 - What Jim Is Watching Into the Midterms FOLLOW James Thorne: X: https://x.com/DrJStrategy Website: https://wellington-altus.ca/leadership/james-thorne/ FOLLOW Mark Moss: YT: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ X: https://x.com/1MarkMoss IG: https://www.instagram.com/markmoss/  FOLLOW Market Disruptors: X: https://x.com/MDisruptors SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv  BOOK A CALL TO WORK WITH OUR TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ricky Zhang joins Jake Roque to explain why Bitcoin is the first money that becomes worthless if you seize it, why AI can replace jobs but cannot forge energy, and why the age of abundance depends on a neutral monetary protocol. They discuss how self-interest aligns with the collective under hard money, gold’s ledger problem and the story of inflation, a 51% attack with negative ROI, the collapse of the tax on time, what to learn before the job market breaks, cathedrals and low time preference, Jeff Booth, and whether spirituality still matters in 2026. ___________________________________________________________________________________________ THANKS TO OUR SPONSOR! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off. ___________________________________________________________________________________________ TIMESTAMPS: 0:00 - Episode Trailer 0:55 - From Credit Card Points to Bitcoin 4:52 - Why Bitcoin and AI Bring Abundance 6:35 - How Bitcoin Aligns Individual and Collective Interest 11:16 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 12:44 - Bitcoin Disincentivizes Violence  22:04 - AI Can Replace Jobs. It Can’t Forge Energy. 27:43 - AI Is About to Collapse the Tax Base 35:27 - What to Learn Before the Job Market Breaks 40:58 - Cathedrals, Time, and Why He Does This 49:00 - Thinking in Public as Proof of Work 56:14 - What Ricky Took From Jeff Booth 1:03:45 - Does Spirituality Matter in 2026? Ricky x Jake - Age Of Abundance - https://www.youtube.com/live/FQGBwg4o2u0?si=d8Fh5Dk5MYzEPoe0 FOLLOW Ricky: X: https://x.com/realricky IG: https://www.instagram.com/realricky YT: https://www.youtube.com/@AgeofAbundanceLive Website: https://ageofabundance.live FOLLOW Jake: X: https://x.com/jakeroque_ IG: https://www.instagram.com/jakeroque/ YT:  https://www.youtube.com/@JakeRoque FOLLOW Market Disruptors: X: https://x.com/MDisruptors IG: https://www.instagram.com/marketdisruptorspodcast/ ___________________________________________________________________________________________ SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv BOOK A CALL TO WORK WITH THE MD TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ ____________________________________________________________________________________________ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julia Duzon joins Mark Moss to explain why the next bank run may not look like a panic, why banks are sitting on even bigger losses than in 2023, and why cheap deposits are the real fight behind the Genius Act. They discuss the SVB and First Republic collapse, fractional reserve versus full reserve, a 10-year above 5% and the duration mismatch, why banks fought yield on stablecoins, AI agents moving idle cash, what a bank is still for, checking leadership before you trust an institution, and why growing the asset base beats chasing more income. THANKS TO OUR SPONSORS! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod  and use code MOSS10 to get 10% off. BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss  RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river  to sign up and get up to $100 in free Bitcoin. TIMESTAMPS: 0:00 - Episode Trailer 0:50 - Why Bank Runs Come When Trust is Lost 2:45 - How SVB and First Republic Actually Failed 5:01 - Fractional Reserve and the Duration Mismatch 7:58 - Why Banks Fought the Genius and Clarity Acts 10:04 - What We Still Need a Bank For 13:07 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 14:34 - Yield Is the Real Threat to Cheap Deposits 16:07 - Could AI Agents Start the Next Bank Run? 23:07 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware 24:05 - Why Julia Bought Bitcoin at $1,000 27:09 - What Has to Change Before a Bitcoin Standard 31:50 - Sponsor: Borrow Against Bitcoin with Arch Lending 32:53 - Future Value of Money vs Selling Too Early 35:08 - Bitcoin for People Who Can Barely Save 38:09 - What to Check Before Trusting Any Institution 39:47 - Sponsor: Earn Bitcoin on Your Cash with River 44:32 - Grow the Asset Base, Not Just the Income 48:23 - Why Compounding Makes Bitcoin Different FOLLOW Julia Duzon: X: https://x.com/JuliaDuzon Company: https://river.com FOLLOW Mark Moss:YouTube: https://www.youtube.com/@1MarkMoss X: https://x.com/1MarkMoss IG: https://www.instagram.com/markmoss FOLLOW Market Disruptors: X: https://x.com/MDisruptors IG: https://www.instagram.com/marketdisruptorspodcast ___________________________________________________________________________________________ SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv BOOK A CALL TO WORK WITH OUR TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.