89: The Wrong Moment

The world’s financial order is cracking in public, not theory. Gold is acting first, Bitcoin isn’t, and that disconnect tells a harder story than most Bitcoiners want to hear.

Episode Links

• 🇺🇸 Buy Sats on River (https://partner.river.com/jupiter) - The best way to stack in the US

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• 🏦 Fold Card (https://use.foldapp.com/r/XNHPXTFC) - Pay bills Stack Sats

• 💵 SALT Lending (https://borrower.saltlending.com/register?referralCode=GkPQdbqWG) - Get access to your BTC Value w/out Selling

Show Notes:

• Wall Street Pulls Back From Bitcoin’s Money-Spinning Basis Trade - Bloomberg (https://www.bloomberg.com/news/articles/2026-01-21/wall-street-pulls-back-from-bitcoin-s-money-spinning-basis-trade)

• Gold is ripping. Japan’s bond market is cracking. And the Fed is quietly adding liquidit (https://x.com/Kylechasse/status/2013737174215098779)

• Luke Gromen: The Dollar System Is Breaking — And Markets Aren’t Ready - YouTube (https://www.youtube.com/watch?v=fiHy1FoRl-Y)

• Major Currencies Are Headed for a Reckoning | Lyn Alden - YouTube (https://www.youtube.com/watch?v=2UDj9RspgB0)

• Japan 10 Year Government Bond Yield (https://tradingeconomics.com/japan/government-bond-yield)

• Global bond markets shaken by Japan selloff, Greenland worries (https://www.reuters.com/world/asia-pacific/japanese-selloff-greenland-fears-ripple-through-debt-ridden-global-bond-markets-2026-01-20/)

• Why the Japanese Bond-Market Rebellion Has Investors on Edge (https://www.businessinsider.com/japanese-bond-sell-off-food-tax-treasury-yields-carry-trade-2026-1)

• Coinbase Pulls Support From CLARITY Act as U.S. Crypto Market Reform Enters Critical Phase (https://www.fintechweekly.com/news/coinbase-clarity-act-withdrawal-us-crypto-market-reform)

• Charles Hoskinson criticizes Ripple CEO Brad Garlinghouse for backing flawed CLARITY Act (https://cryptobriefing.com/hoskinson-criticizes-clarity-act/)

• Senate Banking Committee Delays Markup On Crypto Market Infrastructure Bill As Draft Legislation Criticized (https://www.crowdfundinsider.com/2026/01/257389-senate-banking-committee-may-delay-markup-on-crypto-market-infrastructure-bill-as-draft-legislation-criticized/)

• Christine Lee on X: ""THE POLICY OF THIS GOVERNMENT IS TO ADD SEIZED BITCOIN TO OUR DIGITAL ASSET RESERVE" —U.S. Treasury Sec. Scott Bessent (https://x.com/christinenews/status/2013587526146019611)

• More than half of all crypto tokens have failed — and most died in 2025 (https://www.coindesk.com/markets/2026/01/14/more-than-half-of-all-crypto-tokens-have-failed-and-most-died-in-2025)

• Risk, Freedom & Building Billion-Dollar Companies Before the World Believed - YouTube (https://www.youtube.com/watch?v=zrGRCN58n9c)

• PlanetNix 2026 (https://planetnix.com/)

• SCaLE 23x | Registration (https://register.socallinuxexpo.org/reg23/)

Music

• KNEW ALL ALONG By: Suzanne Santo (https://podcastindex.org/podcast/7572758)