93: Manufactured Bitcoin Crisis

AI is getting the blame for deflation, but other forces may be driving it. What happens to Bitcoin in a world of falling prices? Then: BIP-110 and the biggest governance fight since the blocksize wars.

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Show Notes:

Deflation & Macro Narrative

• Lyn Alden on the Gradual Print Era, Gold & Bitcoin (https://www.youtube.com/watch?v=UuImiSh5oqU)

• Cathie Wood Predicts Deflation (https://www.youtube.com/watch?v=Hxwr64A6vOg)

BIP-110

• BIP-110 Official Site (https://bip110.org/)

• BIP-110 Overview — The Bitcoin Manual (https://thebitcoinmanual.com/articles/bip-110/)

• BIP-110 Soft Fork Gains Support — Phemex (https://phemex.com/news/article/bip110-soft-fork-gains-support-from-238-of-bitcoin-nodes-55757)

• Bitcoin Nodes Running BIP-110 Cross 2% — Cointelegraph (https://www.tradingview.com/news/cointelegraph:749a4bc98094b:0-bitcoin-nodes-running-bip-110-crosses-2-as-spam-wars-heat-up/)

• BIP-110 Divides Developers and Miners — Bit2Me News (https://news.bit2me.com/en/Bitcoin%27s-bip-110-divides-developers-and-miners)

• Adam Back Criticizes BIP-110 — ForkLog (https://forklog.com/en/adam-back-denounces-bip-110-as-a-threat-to-bitcoins-reputation/)

• BIP-110 Validator Support Snapshot — RootData (https://www.rootdata.com/news/518836)

• Could BIP-110’s Data Cap Disrupt Bitcoin? — AInvest (https://www.ainvest.com/news/bip-110-data-cap-break-bitcoin-flow-2602/)

• Plan ₿ Forum 2026 — Knots & BIP-110 Debate (https://www.youtube.com/watch?v=eO5_xYBXiVk)

OP_RETURN Stats

• Recent OP_RETURN Output Statistics — Delving Bitcoin (https://delvingbitcoin.org/t/recent-op-return-output-statistics/2248)

Updates & Market Signals

• Treasury Secretary Scott Bessent Interview — CNBC (https://www.youtube.com/watch?v=EQL7RGd2Id0)

• T-Bills Driving Bitcoin Price — Cointelegraph (https://cointelegraph.com/news/treasury-bills-primary-driver-bitcoin-price)

• Goldman Sachs CEO on Bitcoin & Clarity Act — Decrypt (https://decrypt.co/358449/goldman-sachs-ceo-owns-very-little-bitcoin-backs-bessent-clarity-act)

Music:

• Radio Brigade — Mellow Cassette (https://podcastindex.org/podcast/6952640?episode=24524846430)