120: You Can’t Print Credibility
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As the AI trade cools and Washington leans harder on the bond market, Bitcoin and hard assets are reminding investors that credibility is the one thing you can’t print.
Episode Links
- 🎉 Boost from the Web
- 🇺🇸 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
- ⚡ Strike - Ultra-low fees, high trading limits, and easy loans.
Show Notes
- Bessent’s Treasury Buybacks Could Exceed $4 Billion
- Druckenmiller Slams Bessent’s Bond Buybacks
- Druckenmiller Calls Treasury Bond Buying a Mistake
- Citi Economist Says Bessent’s Bond Plan Won’t Work
- Citi: US Fiscal Position Is Absolutely Out of Control
- Dollar Debasement Talk Returns
- Bessent’s Buyback Revives the Debasement Thesis
- Bessent’s Bond Rescue Worked Better for Bitcoin
- Bessent Kicks Bitcoin’s Debasement Trade Into Another Gear
- Bitcoin Posts Best Week in Three Years
- Bitcoin and Gold: It’s Difficult to Be Bearish
- Should Investors Be Bullish on Bitcoin’s Latest Surge?
- Coinbase Institutional Weekly Market Commentary
- BlackRock IBIT SEC Filing
- Bitcoin Halving and Supply
- Lightning Labs Taproot Assets v0.8
- Bitcoin, ETFs and the Crypto Short Squeeze
- Major Rotation Hits the Bull Market
- The Biggest Tech Trend We’ve Ever Seen
- Scott Bessent Plants the Seeds for a Crack-Up
- US Treasury Fiscal Data
- Treasury Disrupts Iran’s Strait of Hormuz Financial Network
- Treasury Broadens Sanctions Against Iran
- Bessent Expands Iran Sanctions Against Chinese Firms
- Treasury Launches Operation Economic Outcast
- Bessent Warns Countries to Cut Financial Ties With Iran
- Treasury’s New Approach to Iranian Sanctions Evasion
- The Double-Edged Sword of Dollar Sanctions
- Coin Stories with Natalie Brunell