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