113: The August Trap
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Markets cheer cooler CPI and rate-cut hopes as another energy shock builds beneath them. Meanwhile, BIP-110’s August 8 signaling deadline brings Bitcoin closer to a possible chain split.
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Show Notes
- Bitcoin Rallies on Cooler Inflation
- Bitcoin Recovery Needs Fundamentals
- Bitcoin ETFs Lose $4.5 Billion in 2026
- Bitcoin Eyes a $63.3K Breakout
- BIP-110 Could Fork or Miss Activation
- Bitcoin Debates BIP-110 Activation
- Bitcoin Node Surge Raises Manipulation Claims
- White House Plans CLARITY Act Meeting
- Fed Races to Release Stablecoin Rules
- Bitcoin Standard Treasury Merger Update
- Warsh Rejects Crypto Bailouts
- June CPI Comes in Surprisingly Cool
- Warsh Responds to Cooler CPI
- Warsh and Inflation Set the July Fed Tone
- Alternative Inflation Signals Facing the Fed
- Why Warsh Prefers Trimmed-Mean Inflation
- Fed Rate Fight Could Drag On
- Five Takeaways From Warsh’s Testimony
- Warsh Promises a Fed Policy Regime Change
- Warsh Calls for New Thinking at the Fed
- Warsh Says the Fed Has No Inflation Tolerance
- Warsh’s Monetary Policy Testimony
- Warsh House Testimony Coverage
- Watch Warsh’s House Testimony
- Lawmakers Question Warsh on Inflation
- Warsh’s Written Senate Responses
- Waters Criticizes Trump’s Federal Reserve
- Warsh Says He Won’t Do Trump’s Bidding
- Inflation Reports Set Up a Busy Week
- Economy Slows as Rate Hikes Take Hold
- Oil Surges as U.S.–Iran Attacks Escalate
- Trump Reimposes the Iran Blockade
- Trump Announces Strait of Hormuz Toll
- Strategic Petroleum Reserve Nears Breaking Point
- U.S. Crude Inventories Fall 1.7 Million Barrels
- Bitdeer Plans Nevada Manufacturing Facility
- Ethereum Foundation Shakeup Timeline
- Fed Governor Barr on AI and Labor
- Warsh Says AI Is Reshaping the Economy
- Is the AI Boom Misallocating Capital?
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