85: Cycle Breakers — This Week in Bitcoin

The Fed cuts rates again and quietly pivots to baby-QE. How this shift could finally blow up Bitcoin’s four-year cycle.

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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’ (https://www.marketwatch.com/story/dow-gains-almost-500-points-s-p-500-ends-shy-of-record-high-after-feds-final-rate-cut-of-2025-bolsters-case-for-early-start-to-santa-claus-rally-53c15858?mod=home_lead)

• Here are the five big takeaways from Wednesday's Fed rate decision (https://www.cnbc.com/2025/12/10/here-are-the-five-big-takeaways-from-wednesdays-fed-rate-decision.html)

• Fed interest rate decision December 2025: (https://www.cnbc.com/2025/12/10/fed-interest-rate-decision-december-2025-.html)

• BIP The Cat - Draft discussion - Protocol Design - Delving Bitcoin (https://delvingbitcoin.org/t/bip-the-cat-draft-discussion/2153)

• The-Cat: Draft BIP: Non-monetary UTXO cleanup (“The Cat”) and related materials. (https://github.com/ostromcode/The-Cat/tree/main)

• Stablecoin Adoption Could Stifle Central Bank Control, IMF Warns - Decrypt (https://decrypt.co/350996/stablecoin-adoption-could-stifle-central-bank-control-imf-warns)

• Acting CFTC chairman Caroline Pham on new crypto collateral pilot program - YouTube (https://www.youtube.com/watch?v=xY6IOkY6DAc)

• I Wasted 8 Years of My Life in Crypto (https://x.com/kenchangh/status/1994854381267947640)

• The $100 TRILLION Problem No One is Connecting To BITCOIN - YouTube (https://www.youtube.com/watch?v=SB2FqvgUa9Q)

Music

• Apex By: Empath Eyes (https://podcastindex.org/podcast/6619067)