95: Follow the Incentives

AI job loss fear is everywhere, and the latest Bitcoin FUD is coming from names you already know. I break down how these narratives get made, who benefits, and what they’re really selling.

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

Boost Question

• What is Ray and Chamath's angle?
• Why would these two start humming the same tune?
• Request: Technical arguments for BIP-110
• Not links.
• Make the technical case

Show Notes

• Core Scientific Sells $175M in Bitcoin
• First BIP-110 Signaling Block
• Jane Street ETF Dump Theory
• Jane Street Dump Theory Debunked
• Mt. Gox Stolen Funds Recovery PR
• 77% of Bitcoin Treasury Companies Underwater
• Dorsey and Saylor on Bitcoin for Centuries
• Lummis on Spending Bitcoin Without Capital Gains Tax
• Bitcoin Hits $73K as ETFs Stabilize Markets
• Bitcoin Air Pocket Above $72K Could Trigger Run to $80K
• Bitcoin May Face Next Leg Down After $73K Move
• Morgan Stanley Taps Coinbase and BNY for Bitcoin ETF Custody
• Ark Invest Buys the Dip on Coinbase and Robinhood
• UK House of Lords Presses Coinbase on Stablecoins
• Trump Crypto Adviser Rejects Dimon on Yield-Bearing Stablecoins
• CFTC Chair Says US Perpetual Futures Are Coming
• Clarity Act signed into law in 2026? Predictions & Odds | Polymarket Music Battle By: Bacalao