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This Week in Bitcoin

This Week in Bitcoin

Hosted by Chris Fisher

Episodes

120

Latest episode

Aug 2026

Language

EN

About the show

<p>This Week in Bitcoin is an independent, investigative podcast covering Bitcoin. A high-signal news podcast focused on analysis you'll find valuable.</p>

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August 12, 20261 hr 30 min

Why BIP-110 Failed

<p>Why BIP 110 failed, what its three block fork revealed about Bitcoin consensus, and the push for a proof of work change, plus weakening jobs and NVIDIA’s new AI asset class that could become an even bigger liquidity vacuum for Bitcoin.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <p>Absolutely. I removed the duplicates, stripped tracking/query cruft where possible, tightened the titles, and grouped the Bitcoin/security stories first, followed by macro/jobs and then the miscellaneous research links.</p> <ul> <li><a href="https://zeusln.com/blog/security-update-2026-08-05/">ZEUS Goes Offline After Cybersecurity Incident</a></li> <li><a href="https://blog.btcpayserver.org/security-advisory-btcpay-server-2-4-2/">BTCPay Server 2.4.2 Security Advisory</a></li> <li><a href="https://wizardsardine.com/blog/coldcard-vuln-deep-dive/">COLDCARD Entropy Failure: Technical Autopsy</a></li> <li><a href="https://x.com/BitcoinNewsCom/status/2085117642567020750">COLDCARD Attackers Begin Laundering Stolen Bitcoin</a></li> <li><a href="https://x.com/callebtc/status/2085024458012586286">Bitcoin Red Team Expands Ecosystem Security Audit</a></li> <li><a href="https://www.zerohedge.com/crypto/bitcoin-red-team-says-ai-finding-100s-critical-exploits-across-core-projects">Bitcoin Red Team Reports Thousands of Findings</a></li> <li><a href="https://blog.blockstream.com/announcing-blockstream-swaps/">Blockstream Announces Swaps</a></li> <li><a href="https://www.getfloresta.org/blog/roadmap-Q2-Q3">Floresta 2026 Node Roadmap</a></li> <li><a href="https://libbitcoin.info/">Libbitcoin Is Coming</a></li> <li><a href="https://the-decoder.com/anthropic-signs-9-1-billion-data-center-deal-with-bitcoin-miner-riot-platforms/">Anthropic Signs $9.1 Billion Deal With Bitcoin Miner Riot</a></li> <li><a href="https://decrypt.co/375177/bitcoin-anti-spam-fork-splutters-halt-mining-just-two-blocks">BIP-110 Fork Stalls After Mining Two Blocks</a></li> <li><a href="https://www.kucoin.com/news/flash/bip-110-fork-attracts-only-0-15-of-bitcoin-hashpower">BIP-110 Attracts Just 0.15% of Bitcoin Hashpower</a></li> <li><a href="https://bitcoinmagazine.com/bitcoin-mining/ocean-mining-vp-jason-hughes-bip-110-on-track-to-fail-as-miner-signaling-stays-below-1">OCEAN Says BIP-110 Is on Track to Fail</a></li> <li><a href="https://bitcoinfoundation.org/news/bitcoin/what-is-bip-110-upgrade/">What Is the BIP-110 Upgrade?</a></li> <li><a href="https://bitcoinmagazine.com/technical/bitcoin-is-not-changed-by-proof-of-node">Bitcoin Is Not Changed by Proof of Node</a></li> <li><a href="https://x.com/WalkerAmerica/status/2085741715185385699">Mechanic on Why Not Changing Proof of Work Was a Mistake</a></li> <li><a href="https://x.com/btcinsider__/status/2085720112884310160">Bitcoin Cash Precedent for BIP-110</a></li> <li><a href="https://x.com/1914ad/status/2085829768583217384">A Critical BIP-110 Take</a></li> <li><a href="https://groups.google.com/g/bitcoindev/c/knbv3MFwlvU">Motion to Remove Luke Dashjr From BIP Editors</a></li> <li><a href="https://github.com/bitcoin/bips/pull/2248">Pull Request to Remove Luke Dashjr From BIP Editors</a></li> <li><a href="https://claude.ai/chat/e9c6b279-3c9f-4de6-b7bd-bbf04a37f879">BIP-110 Code Review Takeaways</a></li> <li><a href="https://bitcoincash.org/en/">Bitcoin Cash</a></li> <li><a href="https://www.reddit.com/r/Bitcoincash/comments/1gysx0p/average_bch_block_time_10_minutes_bad_experience/">Bitcoin Cash Block-Time Discussion</a></li> <li><a href="https://x.com/pete_rizzo_/status/2085308029675716712">Strategy Says Selling Bitcoin Demonstrated Treasury Resilience</a></li> <li><a href="https://www.theglobeandmail.com/investing/markets/stocks/MSTR/pressreleases/1727602/strategy-mstr-q1-2026-earnings-transcript/">Strategy Q1 2026 Earnings Transcript</a></li> <li><a href="https://papers.ssrn.com/sol3/Delivery.cfm/6940658.pdf">Strategy’s Bitcoin Treasury Model</a></li> <li><a href="https://www.politico.com/news/2026/08/07/delays-imperil-senate-crypto-bill-01029817">Senate Crypto Bill Faces Another Setback</a></li> <li><a href="https://www.youtube.com/watch?v=f5jesMxXh9M">U.S. Economy Lost 23,000 Jobs in July</a></li> <li><a href="https://www.youtube.com/watch?v=fiolHVp-ZJY">July Jobs Report Market Reaction</a></li> <li><a href="https://www.cnbc.com/2026/08/05/private-companies-added-just-44000-workers-in-july-below-expectations-adp-reports.html">Private Payrolls Added Just 44,000 Jobs in July</a></li> <li><a href="https://www.tradingkey.com/analysis/economic/indicators/262084280-us-july-nfp-preview-job-growth-may-remain-low-how-us-stocks-dollar-gold-react-tradingkey">July Payrolls Preview: Job Growth Expected to Stay Weak</a></li> <li><a href="https://thebusinessjournal.com/stocks-rise-weak-jobs-report-fed-rate-outlook-august-2026/">Stocks Jump After Surprise Jobs Decline</a></li> <li><a href="https://www.schwab.com/learn/story/stock-market-update-open">Weak Jobs Report Pushes Rate-Hike Odds Lower</a></li> <li><a href="https://policy.doc.mn.gov/docpolicy/PolicyDoc?name=303.110.pdf">Incarcerated Person Access to News Media</a></li> <li><a href="https://pmc.ncbi.nlm.nih.gov/articles/PMC1400594/">Constraints and Opportunities in Interview Transcription</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/6671837">The Jetsons By: Joe Martin</a></li> </ul>

August 5, 20261 hr 29 min

117: Coldcard Fallout

<p>We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial system has become.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/">COLDCARD Mk3 Seed Generation Warning</a></li> <li><a href="https://blog.coinkite.com/entropy-technical-backgrounder/">COLDCARD Entropy Issue: Technical Background</a></li> <li><a href="https://engineering.block.xyz/blog/predictable-rng-fallback-and-32-bit-reseed-in-coldcard-firmware">Predictable RNG Fallback in COLDCARD Firmware</a></li> <li><a href="https://gist.github.com/Rob1Ham/231d0ea0fec2d4f258584bff8a050331">COLDCARD Entropy and Nonce Analysis</a></li> <li><a href="https://github.com/Coldcard/firmware/pull/692">COLDCARD TRNG Recovery Fix</a></li> <li><a href="https://insider.btcpp.dev/p/when-randombytes-runs-but-doesnt">When random.bytes() Runs but Doesn’t Work</a></li> <li><a href="https://coldcard.rip/">COLDCARD’s Random Numbers Weren’t</a></li> <li><a href="https://www.therage.co/everything-you-need-to-know-about-the-coldcard-hack/">Everything to Know About the COLDCARD Hack</a></li> <li><a href="https://www.coindesk.com/tech/2026/08/01/how-bitcoin-cold-wallets-lost-usd70-million-in-an-attack-that-never-touched-the-devices">How COLDCARD Wallets Lost $70 Million</a></li> <li><a href="https://www.coindesk.com/business/2026/07/31/coldcard-s-usd38-million-so-far-exploit-shakes-faith-in-self-custody-may-push-investors-to-etfs">COLDCARD Exploit Shakes Faith in Self-Custody</a></li> <li><a href="https://www.foxbusiness.com/fox-news-tech/coldcard-wallet-attack-drains-up-89m-bitcoin-from-1200-addresses">COLDCARD Wallet Attack Drains Up to $89 Million</a></li> <li><a href="https://thehackernews.com/2026/08/coldcard-hardware-wallet-flaw-linked-to.html">COLDCARD Flaw Linked to $70 Million Theft</a></li> <li><a href="https://news.bitcoin.com/security/coldcard-attacker-stole-30m-in-10-minutes-by-targeting-big-wallets/">COLDCARD Attacker Stole $30 Million in 10 Minutes</a></li> <li><a href="https://crypto.news/coldcard-firmware-bug-drains-38-million-bitcoin/">COLDCARD Firmware Bug Drained $38 Million</a></li> <li><a href="https://www.techtimes.com/articles/322392/20260731/coldcard-hardware-wallet-hacked-via-firmware-bug-that-bypassed-rng-five-years.htm">COLDCARD Firmware Bug Bypassed RNG for Five Years</a></li> <li><a href="https://www.bloomberg.com/news/articles/2026-08-03/hackers-target-bitcoin-s-safest-hiding-place-in-ongoing-attack">Hackers Target Bitcoin’s Safest Hiding Place</a></li> <li><a href="https://crypto.news/coldcard-pushes-bitcoin-back-to-exchanges-anti-self-custody-trade/">COLDCARD Attack Pushes Bitcoin Toward Exchanges</a></li> <li><a href="https://www.blockchainunmasked.com/post/coldcard-seed-flaw-38m">$38 Million Swept Through Weak Seed Entropy</a></li> <li><a href="https://primal.net/e/nevent1qqszsa7m9s4w6cdduks6mp97tr79z2m2nhteky27t8zja0cx5m0du0sg9sps4">More Details on COLDCARD Bricking</a></li> <li><a href="https://www.117partners.com/coldcard-claimants">COLDCARD Incident Victim Intake</a></li> <li><a href="https://help.blockstream.com/blockstream-jade/faqs/how-does-jade-generate-my-recovery-phrase">How Blockstream Jade Generates Recovery Phrases</a></li> <li><a href="https://blockslop.dev/">BlockSlop: BIP-110 Chainstate Validation Gap</a></li> <li><a href="https://www.binance.com/en/square/post/08-04-2026-bitcoin-developer-adapts-2017-proof-of-work-change-code-for-bip-110-contingency-plan-352128329550177">Bitcoin Developer Revives PoW-Change Code for BIP-110</a></li> <li><a href="https://www.coindesk.com/tech/2026/07/14/bitcoin-s-bip-110-sparked-a-fight-over-who-gets-to-decide-the-future-of-bitcoin">BIP-110 and Who Decides Bitcoin’s Future</a></li> <li><a href="https://www.techtimes.com/articles/320455/20260714/bip-110-falls-flat-what-zero-miner-support-reveals-about-bitcoin-governance.htm">BIP-110 Falls Flat With Zero Miner Support</a></li> <li><a href="https://thequantuminsider.com/2026/08/04/did-ibm-ceos-quantum-timeline-prompt-jim-cramer-to-exit-bitcoin/">Did IBM’s Quantum Timeline Spook Jim Cramer?</a></li> <li><a href="https://www.thestreet.com/crypto/markets/jim-cramer-rethinks-bitcoin-after-ibm-ceos-three-year-warning">Jim Cramer Rethinks Bitcoin Over Quantum Risk</a></li> <li><a href="https://coinpedia.org/news/lummis-warns-clarity-act-delay-is-a-deliberate-decision-to-kill-the-bill/">Lummis Says CLARITY Act Delay Could Kill the Bill</a></li> <li><a href="https://stocktwits.com/news-articles/markets/equity/lummis-presses-clarity-act-holdouts/cZ8UcWGRJ5f">Lummis Presses CLARITY Act Holdouts</a></li> <li><a href="https://www.banking.senate.gov/newsroom/minority/senator-warren-opening-remarks-at-committee-mark-up-of-the-clarity-act">Warren’s Opening Remarks on the CLARITY Act</a></li> <li><a href="https://www.warren.senate.gov/news/press-releases/icymi-at-hearing-warren-warns-about-cryptos-use-for-money-laundering-by-rogue-states-terrorists-and-criminals/">Warren Warns About Crypto Money Laundering</a></li> <li><a href="https://www.reuters.com/world/us/fed-meeting-live-us-central-bank-interest-rate-decision-warsh-press-conference-2026-07-29/">Fed Holds Rates Steady as Warsh Fights Inflation</a></li> <li><a href="https://finance.yahoo.com/economy/policy/articles/kevin-warsh-stripped-back-fed-102426412.html">Warsh’s Quieter Fed Communication Strategy</a></li> <li><a href="https://www.ap.org/news-highlights/elections/2026/warshs-gamble-a-quieter-federal-reserve-could-mean-volatile-markets-higher-rates/">A Quieter Fed Could Mean More Volatile Markets</a></li> <li><a href="https://www.wsj.com/economy/central-banking/warsh-tells-congress-the-fed-has-no-tolerance-for-high-inflation-50c5dfa8">Warsh Says the Fed Has No Tolerance for Inflation</a></li> <li><a href="https://www.nytimes.com/2026/07/14/business/economy/warsh-fed-cpi-inflation.html">Warsh Reiterates the Fed’s Inflation Pledge</a></li> <li><a href="https://www.federalreserve.gov/newsevents/pressreleases/monetary20260617a.htm">June 2026 FOMC Statement</a></li> <li><a href="https://www.reuters.com/world/asia-pacific/us-treasury-informed-banks-that-it-may-intervene-yen-source-says-2026-07-31/">U.S. Treasury Signals Possible Yen Intervention</a></li> <li><a href="https://www.cnbc.com/2026/08/03/japan-yen-intervention-us-treasurys-euros-.html">Why the U.S. Stepped In to Support the Yen</a></li> <li><a href="https://www.theguardian.com/world/2026/aug/03/trump-japan-currency-yen-explainer">Why Trump Is Propping Up Japan’s Currency</a></li> <li><a href="https://mainichi.jp/english/articles/20260731/p2g/00m/0in/010000c">Bessent Says the Japanese Yen Looks Undervalued</a></li> <li><a href="https://www.mufgresearch.com/fx/fx-daily-snapshot-16-april-2026/">Delayed BOJ Hike Adds Pressure on the Yen</a></li> <li><a href="https://www.piie.com/publications/chapters_preview/7113/11iie7113.pdf">Lessons From the Plaza Accord</a></li> <li><a href="https://www.ft.com/content/78b42ffc-5be1-4b38-8711-0cce728c8516">The Real Lessons From the Plaza and Louvre Accords</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://fountain.fm/track/1Yi7Qe8DEmX0n6PoUzEp">Empty Passenger Seat by Joe Martin</a></li> </ul>

July 31, 202613 min

116: Coldcard Wallets Compromised

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/">Mk3 Security Advisory | COINKITE Blog</a></li> <li><a href="https://x.com/BitcoinNewsCom/status/2082964557069246544">Bitcoin News on X: "BITCOIN CORE DEVELOPER: “SORRY, THIS IS THE TIME TO PANIC”</a></li> <li><a href="https://x.com/Nneuman/status/2082977839654093290">Nick Neuman on X: "It sounds like Mk4, Q, and Mk5 are also vulnerable in a different way than Mk3. </a></li> <li><a href="https://x.com/LLFOURN/status/2082990000896147942">Zero-Knowledge Goof (Loop master general) on X: "MK4s are vulnerable but are millions of times harder to steal from. </a></li> </ul>

July 29, 202633 min

115: Before Satoshi

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.youtube.com/watch?v=muinjNP63G4">David Chaum demonstrates electronic cash at the first World Wide Web Conference (1994)</a></li> <li><a href="https://www.youtube.com/watch?v=ZVZxRMAeIdo">David Chaum and Adam Back reflect on DigiCash, Hashcash, and the crypto wars</a></li> <li><a href="https://www.youtube.com/watch?v=xxYsRjanphA">Adam Back explains Hashcash and its original anti-spam purpose</a></li> <li><a href="https://www.youtube.com/watch?v=-RZgq0mtD18">Nick Szabo discusses cypherpunks, bit gold, and Bitcoin's predecessors</a></li> <li><a href="https://www.hashcash.org/papers/hashcash.pdf">Adam Back: Hashcash — A Denial of Service Counter-Measure</a></li> <li><a href="https://nakamotoinstitute.org/library/b-money/">Wei Dai: b-money</a></li> <li><a href="https://unenumerated.blogspot.com/2005/12/bit-gold.html">Nick Szabo: Bit gold</a></li> <li><a href="https://nakamotoinstitute.org/library/rpow/">Hal Finney: Reusable Proofs of Work</a></li> <li>Satoshi's correspondence with <a href="https://bitcoinmagazine.com/technical/bitcoin-adam-backs-complete-emails-satoshi-nakamoto">Adam Back</a> and <a href="https://gwern.net/doc/bitcoin/2008-nakamoto">Wei Dai</a></li> <li><a href="https://bitcoin.org/bitcoin.pdf">Satoshi Nakamoto: Bitcoin — A Peer-to-Peer Electronic Cash System</a></li> </ul> <p><strong>Plan B</strong></p> <ul> <li><a href="https://www.youtube.com/watch?v=irtuGd6IEV4">BETA | Plan B 1</a></li> <li><a href="https://www.youtube.com/watch?v=cqSz3iK-Oq0">Just Getting Started | Plan B 2</a></li> <li><a href="https://www.youtube.com/watch?v=17e0GpA8OXc">Flight of the Butterfly | Plan B 3</a></li> <li><a href="https://www.youtube.com/watch?v=jX_2VGdXv78">Inside BitVegas | Plan B 4</a></li> <li><a href="https://www.youtube.com/watch?v=SjderZFw2R8">To Mine or Not to Mine? | Plan B 5</a></li> <li><a href="https://www.youtube.com/watch?v=kzSLVguYgb4">Spending Your Coins | Plan B 6</a></li> <li><a href="https://www.youtube.com/watch?v=Ao_HdHyGKDU">Amir Taaki and Bitcoin 2013 Wrap-Up | Plan B 7</a></li> <li><a href="https://www.youtube.com/watch?v=lDqVqhXHeDU">Then They Fight You | Plan B 8</a></li> <li><a href="https://www.youtube.com/watch?v=fKfS2v6P-B8">Bitcoin Will Disrupt Big Media | Plan B 9</a></li> <li><a href="https://www.youtube.com/watch?v=jdd8lCIX3FY">90 Days or Bust | Plan B 10</a></li> <li><a href="https://www.youtube.com/watch?v=-etl6aWF7a0">Be Your Own Bitcoin Exchange | Plan B 11</a></li> <li><a href="https://www.youtube.com/watch?v=m2WZFVYW2bw">Bitcoin vs. the Banks | Plan B 12</a></li> <li><a href="https://www.youtube.com/watch?v=yJqnmFTBLOc">Blame It on Mt. Gox | Plan B 13</a></li> <li><a href="https://www.youtube.com/watch?v=eIQ56awZTbY">Winklevoss Woes | Plan B 14</a></li> <li><a href="https://www.youtube.com/watch?v=93oiy2ZTAlA">Bitcoin Must Comply | Plan B 15</a></li> <li><a href="https://www.youtube.com/watch?v=fAMoxSuKcuY">Summer of Bitcoin | Plan B 16</a></li> <li><a href="https://www.youtube.com/watch?v=MpP33O3iE9w">Regulation Dooms Bitcoin? | Plan B 17</a></li> <li><a href="https://www.youtube.com/watch?v=ewZSEcRg9Uo">The Big-Picture Perspective | Plan B 18</a></li> <li><a href="https://www.youtube.com/watch?v=zfLaTR6Tivc">U.S. vs. the Bitcoin Revolution | Plan B 19</a></li> <li><a href="https://www.youtube.com/watch?v=dB0cb_855NM">Bitcoin Is Legal-ish | Plan B 20</a></li> </ul>

July 22, 20261 hr 19 min

114: Hard Money Wins

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://bitcoinmagazine.com/news/foundry-asks-bitcoin-miners-vote-bip-110">Foundry Asks Miners to Vote on BIP-110</a></li> <li><a href="https://www.coindesk.com/tech/2026/07/12/bitcoin-s-bip-110-fork-deadline-nears-with-miner-support-at-zero">BIP-110 Deadline Nears With Zero Miner Support</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/bip-110-why-dividing-bitcoin-194310397.html">What Is BIP-110?</a></li> <li><a href="https://www.tradingview.com/news/newsbtc:00ed460c6094b:0-michael-saylor-opposes-bitcoin-bip-110-over-censorship-concerns/">Michael Saylor Opposes BIP-110</a></li> <li><a href="https://bitcoincore.org/en/2025/06/06/relay-statement/">Bitcoin Core on Transaction Relay Policy</a></li> <li><a href="https://www.youtube.com/watch?v=NoobUKNttmw">Bitcoin Macro Strategy</a></li> <li><a href="https://www.kaupr.io/en/news/lyn-aldens-new-company-seeks-to-challenge-private-equity-with-bitcoin">Lyn Alden Launches Bitcoin-Backed Investment Firm</a></li> <li><a href="https://www.theblock.co/post/408594/jeff-booth-lyn-alden-backed-orange-juice-raises-40-million-to-launch-permanent-capital-firm-with-bitcoin-treasury-strategy">Orange Juice Raises $40 Million for Bitcoin Treasury Strategy</a></li> <li><a href="https://www.lynalden.com/june-2026-newsletter/">Lyn Alden’s June 2026 Newsletter</a></li> <li><a href="https://cryptobriefing.com/trump-meets-with-senators-to-push-crypto-clarity-act-ahead-of-august-recess/">Trump Presses Senators on the CLARITY Act</a></li> <li><a href="https://thehill.com/policy/technology/5963428-crypto-bill-clarity-act-make-or-break-congress/">CLARITY Act Faces Make-or-Break Moment</a></li> <li><a href="https://www.foxbusiness.com/media/trumps-push-make-us-crypto-capital-world-gains-steam-key-legislation-nears-senate-markup">Trump’s Crypto Legislation Push Gains Steam</a></li> <li><a href="https://bitbo.io/news/warner-atkins-clarity-act/">Warner Pushes Senate Crypto Bill</a></li> <li><a href="https://finance.yahoo.com/news/senator-warner-calls-crypto-hell-210508638.html">Warner Calls Senate Negotiations “Crypto Hell”</a></li> <li><a href="https://www.banking.senate.gov/newsroom/minority/warren-crypto-legislation-heading-to-senate-floor-must-prevent-president-donald-trump-from-profiting-off-the-presidency">Warren Demands Ethics Rules in Crypto Legislation</a></li> <li><a href="https://www.williamblair.com/Insights/Gold-Energy-and-the-Future-of-the-Global-Monetary-System-with-Luke-Gromen">Luke Gromen on Gold, Energy, and the Monetary System</a></li> <li><a href="https://ingoldwetrust.report/special/from-trade-restructuring-to-monetary-reset-luke-gromen-debates-louis-vincent-gave/">Luke Gromen Debates a Global Monetary Reset</a></li> <li><a href="https://kmph.com/news/nation-world/energy-markets-brace-for-prolonged-strait-of-hormuz-disruption-iran-war-gas-prices-crude-oil-refineries">Energy Markets Brace for Prolonged Hormuz Disruption</a></li> <li><a href="https://finance.yahoo.com/energy/articles/oil-climbs-1-month-high-221901135.html">Oil Hits a One-Month High</a></li> <li><a href="https://www.investing.com/news/analyst-ratings/goldman-sachs-says-oil-flows-through-strait-of-hormuz-down-sharply-93CH-4561477">Hormuz Oil Flows Fall Sharply</a></li> <li><a href="https://www.investing.com/news/commodities-news/goldman-sachs-flags-fresh-upside-risks-for-oil-as-gulf-flows-falter-4792891">Goldman Flags Further Oil Price Risk</a></li> <li><a href="https://www.bloomberg.com/news/articles/2026-07-17/china-s-powerful-new-moonshot-ai-model-closes-gap-with-us-rivals">Moonshot’s New AI Model Rattles Tech Markets</a></li> <li><a href="https://www.msn.com/en-us/news/insight/spacex-stock-slides-below-ipo-price-amid-valuation-debate/gm-GM0506D1D3">SpaceX Stock Falls Below Its IPO Price</a></li> <li><a href="https://www.foxbusiness.com/video/6401126446112">Falling California Rents and AI Wealth</a></li> <li><a href="https://www.reddit.com/r/Bitcoin/comments/190zr9h/haters_will_say_he_was_just_luckey/">Haters Will Say He Was Just Luckey</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/6960746">Cool Summer By: Tony Salomone</a></li> </ul>

July 15, 202658 min

113: The August Trap

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a> - Ultra-low fees, high trading limits, and easy loans.</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.coindesk.com/tech/2026/07/15/live-markets-bitcoin-ether-etfs-draw-inflows-as-majors-rise-as-much-as-5">Bitcoin Rallies on Cooler Inflation</a></li> <li><a href="https://cointelegraph.com/news/bitcoin-needs-no-savior-lyn-alden-strategy-216-million-btc-sale">Bitcoin Recovery Needs Fundamentals</a></li> <li><a href="https://finance.yahoo.com/news/bitcoin-etfs-bleed-4-5-110745052.html">Bitcoin ETFs Lose $4.5 Billion in 2026</a></li> <li><a href="https://www.investing.com/analysis/bitcoin-needs-633k-breakout-to-prove-the-bottom-is-real-200683405">Bitcoin Eyes a $63.3K Breakout</a></li> <li><a href="https://cryptobriefing.com/bip-110-fork-fail-activate-adam-back/">BIP-110 Could Fork or Miss Activation</a></li> <li><a href="https://x.com/i/trending/2072999217547923523">Bitcoin Debates BIP-110 Activation</a></li> <li><a href="https://cryptoslate.com/power-struggle-hits-bitcoin-network-over-anti-spam-proposal-with-claims-of-faked-node-support/">Bitcoin Node Surge Raises Manipulation Claims</a></li> <li><a href="https://www.coindesk.com/policy/2026/07/15/high-level-white-house-meeting-said-to-be-planned-to-hash-out-clarity-act-ethics-section">White House Plans CLARITY Act Meeting</a></li> <li><a href="https://www.barrons.com/livecoverage/fed-kevin-warsh-congress-testimony/card/fed-racing-to-release-stablecoin-rules-NO4hQNFK01hHRF8t9jpV">Fed Races to Release Stablecoin Rules</a></li> <li><a href="https://www.businesswire.com/news/home/20260708171203/en/Cantor-Equity-Partners-I-Inc.-and-Bitcoin-Standard-Treasury-Company-Provide-Update-on-Proposed-Business-Combination">Bitcoin Standard Treasury Merger Update</a></li> <li><a href="https://cryptobriefing.com/kevin-warsh-fed-no-crypto-bailout/">Warsh Rejects Crypto Bailouts</a></li> <li><a href="https://www.investors.com/news/cpi-inflation-june-federal-reserve-warsh-testimony-oil-prices-sp-500/">June CPI Comes in Surprisingly Cool</a></li> <li><a href="https://www.nytimes.com/2026/07/14/business/economy/warsh-fed-cpi-inflation.html">Warsh Responds to Cooler CPI</a></li> <li><a href="https://www.bloomberg.com/news/articles/2026-07-11/warsh-and-us-inflation-will-set-tone-for-july-fed-decision">Warsh and Inflation Set the July Fed Tone</a></li> <li><a href="https://www.cnbc.com/2026/07/01/warsh-faces-multiple-alternative-inflation-signs-as-fed-charts-new-course.html">Alternative Inflation Signals Facing the Fed</a></li> <li><a href="https://www.brookings.edu/articles/what-are-trimmed-mean-and-median-inflation-rates-and-why-does-kevin-warsh-prefer-them/">Why Warsh Prefers Trimmed-Mean Inflation</a></li> <li><a href="https://www.cnbc.com/2026/07/08/with-minutes-due-feds-family-fight-over-interest-rates-could-drag-on.html">Fed Rate Fight Could Drag On</a></li> <li><a href="https://www.investopedia.com/5-takeaways-from-fed-chair-warsh-s-testimony-to-congress-12018900">Five Takeaways From Warsh’s Testimony</a></li> <li><a href="https://www.cnbc.com/2026/07/14/warsh-promises-inflation-will-be-a-thing-of-the-past-cites-benefits-of-ai-investment-boom.html">Warsh Promises a Fed Policy Regime Change</a></li> <li><a href="https://www.marketwatch.com/livecoverage/feds-warsh-testifies-congress-first-time-with-inflation-high/card/warsh-says-fed-is-getting-a-sea-change-in-new-thinking--HoAy43ilqD3TKxVMqL0N">Warsh Calls for New Thinking at the Fed</a></li> <li><a href="https://www.wsj.com/economy/central-banking/warsh-tells-congress-the-fed-has-no-tolerance-for-high-inflation-50c5dfa8">Warsh Says the Fed Has No Inflation Tolerance</a></li> <li><a href="https://www.federalreserve.gov/newsevents/testimony/warsh20260714a.htm">Warsh’s Monetary Policy Testimony</a></li> <li><a href="https://www.americanbanker.com/live-blog/fed-chair-warsh-delivers-house-testimony-live-coverage">Warsh House Testimony Coverage</a></li> <li><a href="https://www.pbs.org/newshour/politics/watch-live-fed-chair-kevin-warsh-testifies-on-monetary-policy-in-house-hearing">Watch Warsh’s House Testimony</a></li> <li><a href="https://www.cbsnews.com/video/lawmakers-question-fed-chair-kevin-warsh-on-economic-outlook-june-inflation/">Lawmakers Question Warsh on Inflation</a></li> <li><a href="https://www.banking.senate.gov/imo/media/doc/bhua_dems_combined_qfr_responses_from_warsh.pdf">Warsh’s Written Senate Responses</a></li> <li><a href="https://democrats-financialservices.house.gov/news/documentsingle.aspx?DocumentID=414158">Waters Criticizes Trump’s Federal Reserve</a></li> <li><a href="https://www.nytimes.com/live/2026/04/21/business/kevin-warsh-fed-chair-hearing">Warsh Says He Won’t Do Trump’s Bidding</a></li> <li><a href="https://www.usnews.com/news/national-news/articles/2026-07-13/lindsey-grahams-death-inflation-reports-portend-busy-week-ahead">Inflation Reports Set Up a Busy Week</a></li> <li><a href="https://www.foxbusiness.com/video/6328313439112">Economy Slows as Rate Hikes Take Hold</a></li> <li><a href="https://www.reuters.com/business/energy/oil-climbs-one-month-high-us-iran-step-up-attacks-strait-hormuz-2026-07-14/">Oil Surges as U.S.–Iran Attacks Escalate</a></li> <li><a href="https://www.wsj.com/world/middle-east/u-s-strikes-new-targets-after-iran-rejects-demand-to-open-hormuz-b1f167d0">Trump Reimposes the Iran Blockade</a></li> <li><a href="https://www.telegraph.co.uk/world-news/2026/07/13/iran-us-war-latest-news-trump-strikes-strait-of-hormuz-irgc/">Trump Announces Strait of Hormuz Toll</a></li> <li><a href="https://www.wsj.com/business/energy-oil/frequent-oil-draws-from-u-s-strategic-reserve-push-old-system-to-breaking-point-7fb8c421">Strategic Petroleum Reserve Nears Breaking Point</a></li> <li><a href="https://breakingthenews.net/Article/EIA:-US-crude-inventories-down-by-1.7M-barrels/66704519">U.S. Crude Inventories Fall 1.7 Million Barrels</a></li> <li><a href="https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-open-36-million-advanced-tech-manufacturing-facility">Bitdeer Plans Nevada Manufacturing Facility</a></li> <li><a href="https://www.coindesk.com/tech/2026/07/15/a-timeline-of-the-ethereum-foundation-s-ongoing-shakeup">Ethereum Foundation Shakeup Timeline</a></li> <li><a href="https://www.federalreserve.gov/newsevents/speech/barr20260217a.htm">Fed Governor Barr on AI and Labor</a></li> <li><a href="https://www.meritalk.com/articles/federal-reserve-nominee-warsh-says-ai-is-reshaping-the-economy/">Warsh Says AI Is Reshaping the Economy</a></li> <li><a href="https://247wallst.com/investing/2026/07/12/chamath-palihapitiya-says-the-ai-boom-may-be-hiding-biggest-capital-allocation-mistake-in-history/">Is the AI Boom Misallocating Capital?</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/6574997">Rules Without Rulers By: Richard</a></li> </ul>

July 8, 20261 hr 16 min

112: The Saylor Test

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a></li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://blog.blockstream.com/blockstream-quarterly-update-q2-2026/">Blockstream Q2 2026 Update</a></li> <li><a href="https://experts.bitwiseinvestments.com/cio-memos/strc-mstr-and-end-of-cycle-dynamics">Bitwise on STRC, MSTR, and Cycle Dynamics</a></li> <li><a href="https://finance.yahoo.com/markets/article/oil-prices-jump-as-trump-says-us-iran-deal-is-over-125954818.html">Oil Jumps as Trump Says Iran Deal Is Over</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/spacex-shifts-bitcoin-crypto-wallet-133100263.html">SpaceX Moves Bitcoin Wallet Funds</a></li> <li><a href="https://finance.yahoo.com/video/bitcoin-starts-see-relief-renewed-163000879.html">Bitcoin Sees Relief From ETF Inflows</a></li> <li><a href="https://github.com/ordinals/ord/pull/4545">Ordinals Adds BIP-110 Support</a></li> <li><a href="https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html">OpenAI Proposes U.S. Government Stake</a></li> <li><a href="https://www.cnn.com/2026/07/02/business/openai-trump-stake-intl">OpenAI in Talks Over Trump Administration Stake</a></li> <li><a href="https://www.coindesk.com/markets/2026/07/08/bitcoin-under-pressure-as-u-s-iran-escalation-lifts-oil">Bitcoin Pressured as U.S.-Iran Tensions Lift Oil</a></li> <li><a href="https://www.coindesk.com/markets/2026/07/02/jpmorgan-says-strategy-s-bitcoin-sales-policy-adds-two-way-risk-to-crypto-markets">JPMorgan Warns on Strategy Bitcoin Sales</a></li> <li><a href="https://www.investopedia.com/buying-bitcoin-helped-strategy-stock-to-big-gains-can-selling-it-do-the-same-mstr-12008548">Can Strategy Selling Bitcoin Boost Shares?</a></li> <li><a href="https://marketsanity.com/lyn-alden-is-bitcoins-bear-market-almost-over/">Lyn Alden on Bitcoin’s Bear Market</a></li> <li><a href="https://podcastluisteren.nl/pod/Satoshi-Radio">Satoshi Radio Podcast</a></li> <li><a href="https://www.coindesk.com/markets/2025/11/20/bitcoin-sell-off-led-by-mid-cycle-wallets-while-long-term-whales-hold-firm-vaneck">VanEck on Bitcoin’s Mid-Cycle Sellers</a></li> <li><a href="https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-march-2026-bitcoin-chaincheck/">VanEck Bitcoin ChainCheck: March 2026</a></li> <li><a href="https://www.frontiersin.org/journals/blockchain/articles/10.3389/fbloc.2026.1840728/full">Bitcoin and Ethereum Empirical Analysis</a></li> <li><a href="https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4528488/us-forces-conduct-additional-strikes-after-irans-latest-commercial-ship-attack/">CENTCOM Announces Additional Iran Strikes</a></li> <li><a href="https://www.theguardian.com/world/2026/jul/08/iran-us-war-ceasefire-peace-agreement-strikes-strait-of-hormuz">Iran Accuses U.S. of Violating Peace Deal</a></li> <li><a href="https://www.cbsnews.com/news/us-rescinds-waiver-permitting-iranian-oil-sales-after-iranian-attacks-on-tankers/">U.S. Rescinds Iran Oil Sales Waiver</a></li> <li><a href="https://www.axios.com/2026/07/07/us-revokes-iran-oil-waivers-hormuz-strait-attacks">U.S. Revokes Iran Oil Waivers</a></li> <li><a href="https://www.bloomberg.com/news/articles/2026-07-08/trump-says-us-ceasefire-with-iran-is-over-after-strikes">Trump Says Iran Ceasefire May Be Over</a></li> <li><a href="https://www.foxnews.com/politics/trump-says-iran-ceasefire-over-after-iranian-attacks-trigger-massive-us-response">Trump Says Iran Ceasefire Is Over</a></li> <li><a href="https://protos.com/ok-were-done-michael-saylor-rage-quits-another-interview/">Michael Saylor Rage Quits Interview</a></li> <li><a href="https://www.nist.gov/news-events/news/2024/08/nist-releases-first-3-finalized-post-quantum-encryption-standards">NIST Finalizes Post-Quantum Standards</a></li> <li><a href="https://blog.blockstream.com/op_checkshrincs-a-hash-based-signature-opcode-for-post-quantum-bitcoin/">Blockstream’s Post-Quantum Bitcoin Opcode</a></li> <li><a href="https://www.cnbc.com/video/2025/11/14/strategys-michael-saylor-on-bitcoin-the-volatility-comes-with-the-territory.html">Saylor on Bitcoin Volatility</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/5-times-michael-saylor-claimed-134715521.html">Saylor’s Past Strategy Sale Claims</a></li> <li><a href="https://www.tradingview.com/news/cointelegraph:b2ffb5c65094b:0-michael-saylor-says-quantum-threat-to-bitcoin-is-more-than-10-years-away/">Saylor Says Quantum Threat Is 10+ Years Away</a></li> <li><a href="https://finance.yahoo.com/news/michael-saylor-shrugs-off-quantum-150826619.html">Saylor Dismisses Quantum Bitcoin Fears</a></li> <li><a href="https://x.com/ocean_mining/status/2074825828731342880">OCEAN Enables BIP-110 Signal by Default</a></li> <li><a href="https://github.com/ordinals/ord/pull/4545">Ordinals BIP-110 Envelope Parser</a></li> <li><a href="https://x.com/satoshisound/status/2073487446600298941">Robert Allen on BIP-110</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/7939321">Off The Chain By: Neonrooks</a></li> </ul>

July 1, 20261 hr 11 min

111: Death of the Debasement Trade

<p>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?</p> <p><strong>Episode Links</strong></p> <ul> <li>⚡ <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.moneyandbanking.com/primers/2025/10/25/fiscal-dominance-a-primer">Fiscal Dominance: A Primer</a></li> <li><a href="https://podscripts.co/podcasts/what-bitcoin-did/this-is-the-end-of-the-dollar-system-jeff-ross">This Is The End Of The Dollar System | Jeff Ross</a></li> <li><a href="https://downloads.cs.stanford.edu/nlp/data/jiwei/data/vocab_wiki.txt">Stanford Wiki Vocabulary Dataset</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/strategy-opens-door-bitcoin-sales-161700934.html">Strategy Opens Door to Bitcoin Sales as Treasury Model Faces Stress Test</a></li> <li><a href="https://seekingalpha.com/article/4864639-strategy-bitcoin-as-a-treasury-model-faces-stress-test">Strategy: Bitcoin As A Treasury Model Faces Stress Test</a></li> <li><a href="https://www.thestreet.com/crypto/markets/michael-saylor-breaks-silence-as-strategy-stock-sinks">Michael Saylor Breaks Silence as Strategy Stock Sinks</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/michael-saylor-fires-back-never-220115528.html">Michael Saylor Fires Back: “I Never Said The Company Wouldn’t Sell Bitcoin”</a></li> <li><a href="https://www.theblock.co/post/384452/canaan-bitcoin-mining-greenhouse-efficiency-initiative">Canaan’s Bitcoin Mining Heat Greenhouse Initiative</a></li> <li><a href="https://ambrook.com/offrange/crops/bit-coin-waste-heat-greenhouses">Mining Bitcoin, Growing Tomatoes</a></li> <li><a href="https://www.tradingview.com/news/cointelegraph:8efce1154094b:0-how-bitcoin-mining-heat-is-being-tested-to-warm-canadian-greenhouses/">Bitcoin Mining Heat Tested to Warm Canadian Greenhouses</a></li> <li><a href="https://finance.yahoo.com/news/bitcoin-mining-gets-greener-canaan-181439101.html">Bitcoin Mining Gets Greener as Canaan Recycles Heat for Agriculture</a></li> <li><a href="https://www.fidelitydigitalassets.com/research-and-insights/adding-bitcoin-corporate-treasury">Adding Bitcoin to a Corporate Treasury</a></li> <li><a href="https://frblaw.com/why-bitcoin-treasury-companies-are-taking-off-and-what-it-means-for-midmarket-private-companies/">Why Bitcoin Treasury Companies Are Taking Off</a></li> <li><a href="https://horizonkinetics.com/app/uploads/Bitcoin-newsletter_October-2017.pdf">Cryptocurrency or Fiat Currency? Volatility or Debasement?</a></li> <li><a href="https://www.fidelitydigitalassets.com/research-and-insights/closer-look-bitcoins-volatility">A Closer Look at Bitcoin’s Volatility</a></li> <li><a href="https://journalistsresource.org/economics/american-dream-reality-economic-mobility/">Economic Mobility and the American Dream</a></li> <li><a href="https://www.allianz.com/en/mediacenter/news/articles/250819-breaking-the-logic-of-us-against-them.html">Breaking the Logic of “Us Against Them”</a></li> <li><a href="https://www.coindesk.com/markets/2026/01/29/more-than-half-of-bitcoin-s-invested-supply-has-a-cost-basis-above-usd88-000">Most Bitcoin Investors Are Officially Underwater</a></li> <li><a href="https://www.fidelitydigitalassets.com/sites/g/files/djuvja3256/files/acquiadam/1125481.2.0%20-%20FDA%20Bitcoin%20as%20an%20Aspirational%20Store%20of%20Value%20Revisited%20V2.pdf">Bitcoin as an Aspirational Store of Value Revisited</a></li> <li><a href="https://pomp.substack.com/p/bitcoins-volatility-is-dampening">Bitcoin’s Volatility Is Dampening</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://fountain.fm/track/4L2bw8uZZNe03XCGYFDl">Legs Broken by Mishkin Fitzgerald</a></li> </ul>

June 24, 20261 hr 0 min

110: Fork Risk Rising

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>⚡ <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.youtube.com/watch?v=lKTi7mDbUT0">Trump Quantum Executive Orders</a></li> <li><a href="https://trumpwhitehouse.archives.gov/briefings-statements/remarks-president-trump-signing-executive-orders-transparency-federal-guidance-enforcement/">Trump EO Signing Remarks</a></li> <li><a href="https://www.federalregister.gov/presidential-documents/executive-orders/donald-trump/2025">Trump Executive Orders, 2025</a></li> <li><a href="https://www.youtube.com/watch?v=rOkr5PhRr_8">Jack Mallers Bitcoin Speech</a></li> <li><a href="https://www.youtube.com/watch?v=Hzdw3YWVXyo">Arthur Hayes on AI Crash and Bitcoin</a></li> <li><a href="https://www.youtube.com/watch?v=XaD6lpNp3W0">BIP 110 and the Future of Soft Forks</a></li> <li><a href="https://jlopp.github.io/knotzi-death-march/">Knotzi Death March Countdown</a></li> <li><a href="https://x.com/OrangeSurfBTC/status/2069394596597998064">BIP 110 Forking Dynamics</a></li> <li><a href="https://x.com/start9labs/status/2069535038274998359">Start9 on BIP 110</a></li> <li><a href="https://x.com/theonevortex/status/2020594400955695442">All the Fork Risk of BIP 110</a></li> <li><a href="https://delvingbitcoin.org/t/state-of-the-transaction-privacy-work-in-bitcoin/2622">State of Transaction Privacy Work in Bitcoin</a></li> <li><a href="https://www.federalreserve.gov/newsevents/pressreleases/bcreg20260618a.htm">Fed Requests Comment on Stablecoin Issuer ID Rules</a></li> <li><a href="https://www.benzinga.com/crypto/cryptocurrency/26/06/60077689/bitcoin-senator-lummis-says-clarity-act-is-moving-in-july-claps-back-at-jamie-dimons-criticism">Lummis Says CLARITY Act Is Moving in July</a></li> <li><a href="https://www.benzinga.com/crypto/cryptocurrency/26/06/60075290/bitcoin-plummets-to-61000-but-the-real-story-is-the-us-banking-system-caitlin-long-says">Caitlin Long on Bitcoin and Banking Risk</a></li> <li><a href="https://bitcoinmagazine.com/markets/strategy-mstr-stock-10-hits-two-year-low">Strategy Drops as Bitcoin Falls</a></li> <li><a href="https://www.cnbc.com/2026/06/23/tech-stocks-sell-off-mag7-samsung-sk-hynix.html">Tech Sell-Off Grips Global Stocks</a></li> <li><a href="https://www.cnn.com/2026/06/15/world/live-news/iran-war-g7-summit">Trump and Vance Sign US-Iran Agreement</a></li> <li><a href="https://www.cnbc.com/2026/06/08/tom-lees-clients-are-worried-spacex-ipo-will-mark-a-market-top-hes-not.html">Tom Lee on SpaceX IPO Market Top Fears</a></li> <li><a href="https://www.bloomberg.com/news/features/2026-05-31/spacex-s-ipo-led-by-elon-musk-forces-index-funds-and-retail-to-change-the-rules">SpaceX IPO Forces Wall Street to Reorganize</a></li> <li><a href="https://nypost.com/2026/06/22/business/spacex-stock-plunges-14-as-it-seeks-to-raise-debt/">SpaceX Stock Falls as It Seeks Debt Raise</a></li> <li><a href="https://finance.yahoo.com/markets/stocks/article/spacex-stock-tumbles-164-shaving-off-most-ipo-gains-since-debut-141725657.html">SpaceX Stock Tumbles After IPO Gains</a></li> <li><a href="https://www.politico.com/news/2026/05/29/dimon-jpmorgan-crypto-banks-coinbase-armstrong-00942998">Jamie Dimon Rips Coinbase CEO</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/jpmorgan-ceo-jamie-dimon-blasts-190703410.html">Jamie Dimon Blasts Coinbase</a></li> <li><a href="https://www.ketk.com/news/local-news/tyler-residents-gather-to-address-bitcoin-mining-data-center-concerns/">Tyler Residents Raise Bitcoin Mining Concerns</a></li> <li><a href="https://tylerpaper.com/2026/06/17/data-center-developer-addresses-concerns-about-proposed-bitcoin-mining-facility-planned-for-downtown-tyler/">Developer Addresses Tyler Bitcoin Mining Concerns</a></li> <li><a href="https://www.reuters.com/legal/litigation/trump-signs-orders-calling-powerful-quantum-computer-targeting-2028-2026-06-22/">Trump Signs Quantum Computing Orders</a></li> <li><a href="https://abcnews.com/Technology/trump-signs-executive-orders-supercharge-quantum-computing/story?id=134104456">Trump Orders Push to Supercharge Quantum Computing</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://wavlake.com/nope">Through the Fire By: Nope</a></li> </ul>

June 17, 20261 hr 3 min

109: Market Forced Peace

<p>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.</p> <p><strong>Episode Links</strong></p> <ul> <li>⚡ <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://youtube.com/watch?v=TDIIBXNuCdQ">Consumer Inflation Up Over 4%</a></li> <li><a href="https://finance.yahoo.com/economy/article/annual-cpi-inflation-surges-to-42-in-may-the-highest-level-since-2023-as-energy-prices-rise-182143107.html">Annual CPI Inflation Surges to 4.2%</a></li> <li><a href="https://www.bls.gov/news.release/cpi.nr0.htm">Consumer Price Index Summary: May 2026</a></li> <li><a href="https://www.cnbc.com/2025/11/05/consumer-debt-rises-amid-worsening-k-shaped-economic-divide.html">Consumer Debt Rises Amid Worsening K-Shaped Divide</a></li> <li><a href="https://libertystreeteconomics.newyorkfed.org/2026/05/explaining-the-k-shaped-economy-whats-behind-the-divide/">Explaining the K-Shaped Economy</a></li> <li><a href="https://www.tradingview.com/news/newsbtc:6854047a3094b:0-bitcoin-bulls-hear-fed-treasury-accord-and-smell-yield-curve-control/">Bitcoin Bulls Eye Yield-Curve Control</a></li> <li><a href="https://econbrowser.com/archives/2022/05/surging-dollar-stirs-markets-buzz-of-a-1980s-style-plaza-accord">Surging Dollar Revives Plaza Accord Talk</a></li> <li><a href="https://www.coindesk.com/markets/2026/04/15/bitcoin-s-war-rally-is-forcing-a-rethink-beyond-digital-gold">Bitcoin’s War Rally Challenges the Digital Gold Narrative</a></li> <li><a href="https://www.thestar.com.my/business/business-news/2026/03/10/bitcoin-steadies-around-us70000-as-iran-war-worries-ease">Bitcoin Steadies as Iran War Worries Ease</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/bitcoin-ultimate-hard-money-backed-033108967.html">Bitcoin as Hard Money Backed by Energy</a></li> <li><a href="https://x.com/pete_rizzo_/status/2067030964748841370">BlackRock’s BITA and Institutional Bitcoin Demand</a></li> <li><a href="https://sg.finance.yahoo.com/news/blackrock-reveals-etf-built-income-003459337.html">BlackRock Reveals New Income ETF</a></li> <li><a href="https://investingnews.com/blackrock-expands-digital-assets-offerings-with-bitcoin-premium-income-etf/">BlackRock Expands Bitcoin Premium Income ETF Offering</a></li> <li><a href="https://www.uscc.gov/sites/default/files/2025-04/Erica_Downs_Testimony.pdf">Erica Downs Testimony</a></li> <li><a href="https://www.bakerinstitute.org/sites/default/files/2024-06/Tes-Collins-Energy-Stockpiling-062024_0.pdf">Energy Stockpiling as a China Strategic Warning Indicator</a></li> <li><a href="https://www.bloomberg.com/news/articles/2025-08-28/michael-saylor-hit-by-market-revolt-as-his-bitcoin-premium-sinks">Michael Saylor Faces Market Revolt as Bitcoin Premium Sinks</a></li> <li><a href="https://x.com/LukeGromen/status/2067226514202968166">Why the World Didn’t Have an Oil Crisis</a></li> <li><a href="https://www.israelhayom.com/2026/06/15/trump-secretly-approved-qatar-iran-cash-deal/">Trump Secretly Approved Qatar-Iran Cash Deal</a></li> <li><a href="https://www.cnbc.com/2026/06/17/here-are-the-five-big-takeaways-from-kevin-warshs-first-meeting-as-fed-chairman.html">Five Takeaways from Kevin Warsh’s First Fed Meeting</a></li> <li><a href="https://www.cnbc.com/2026/06/17/fed-projections-call-for-a-rate-hike-in-2026-but-chairman-warsh-likely-abstained.html">Chairman Warsh Abstains from Rate Forecast</a></li> <li><a href="https://www.cnbc.com/2026/06/17/june-fed-meeting-redline.html">June Fed Meeting Statement Changes</a></li> <li><a href="https://www.cnbc.com/2026/06/17/spacex-stock-elon-musk-market-cap.html">SpaceX Stock Loses Momentum After Rally</a></li> <li><a href="https://www.cnbc.com/2026/06/17/the-market-didnt-like-what-it-heard-from-the-fed-and-its-new-leader-kevin-warsh.html">Markets React to Kevin Warsh’s First Fed Meeting</a></li> <li><a href="https://www.cnbc.com/2026/06/17/iran-mou-deal-strait-hormuz-oman-toll.html">Iran to Define Hormuz Future with Oman and Gulf States</a></li> <li><a href="https://www.reddit.com/r/Bitcoin/comments/1u4oqyy/bitcoins_mining_difficulty_is_set_for_the/">Bitcoin Mining Difficulty Set for Major Downward Adjustment</a></li> <li><a href="https://bitcoinmagazine.com/news/spacex-officially-join-bitcoin-leaderboard">SpaceX Joins Public Bitcoin Leaderboard with 18,712 BTC</a></li> <li><a href="https://stacker.news/items/1507121">Alby Hub 1.23: Ark Backend, JIT Channels, Cards Page</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/6843333">No Shot By: John Trainum</a></li> </ul>

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