83: Knives Out Moment

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.

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Show Notes

• The Dumbest Trade of 2025 (https://stacker.news/items/1291762)

• Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB (https://x.com/_Adrian/status/1993664416227934407)

• Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’ (https://cointelegraph.com/news/bitcoin-price-risks-decline-below-80k-mstr-hit-job)

• MSCI Review Puts Digital Asset Treasury Companies Under Pressure (https://cointelegraph.com/news/msci-digital-asset-treasury-index-exclusion-risk)

• JPMogran Prospectus Filed (https://www.sec.gov/Archives/edgar/data/19617/000121390025114025/ea0266951-01_424b2.htm)

• THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube (https://www.youtube.com/watch?v=HJyDoOzizAM)

• Part 1: My Life Is a Lie - by Michael W. Green (https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie)

• Ethereum has much bigger problems with quantum than Bitcoin. (https://x.com/llfourn/status/1992753463575589193)

• Bitcoin Rally To $112K Depends On Four Catalysts (https://cointelegraph.com/news/bitcoin-s-path-back-to-112k-and-higher-depends-on-four-key-factors)

• Bitcoin Price Roars Past $90,000 On Strong Wall Street News (https://bitcoinmagazine.com/news/bitcoin-price-skyrockets-past-90000)

• US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG (https://en.coinotag.com/us-congressman-proposes-bitcoin-tax-payments-and-strategic-reserve)

• Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block (https://www.theblock.co/post/380598/bitcoin-miner-hive-opens-300-million-stock-sales-record-quarter)

• S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By (https://www.investing.com/news/cryptocurrency-news/sp-downgrades-tethers-usdt-stability-rating-on-bitcoin-exposure-93CH-4380053)Investing.com (http://Investing.com)

• Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal (https://coinjournal.net/news/texas-buys-5mn-btc-etf-pushes-for-bitcoin-reserve-plan/)

• JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance (https://defi-planet.com/2025/11/jpmorgan-offers-capped-upside-notes-tied-to-bitcoin-etf-performance/)

• Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump (https://cointelegraph.com/news/strategy-btc-rating-debt-safe-bitcoin-slumps)

Music

• Epiphany Rising By: Justin Lantrip (https://podcastindex.org/podcast/7487451?episode=42557196192)