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125: Losing the Plot

Everyone in charge of money lost the plot this week. Bitcoin never had one to lose. - 🎉 [Boost from the Web](https://boost.jupiterbroadcasting.com/?show=twib) - 🇺🇸 [Buy Sats on

124: Why Bitcoin Ripped

Bitcoin ripped when the old narratives said it shouldn’t. How we got here and what it means for the four-year cycle. **Episode Links** - 🎉 [Boost from the

123: No Rescue

The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within. - 🎉 [Boost from the Web](https://boost.jupiterbroadcasting.com/?show=twib) -

122: Weakest Links

The legacy system is breaking down as Bitcoin infrastructure builds up. From bond-market stress to Liquid’s 4,000 BTC crisis, the weakest links are showing. **Episode Links** - 🎉 [Boost from

121: No Going Back

A structural shift is taking hold across markets, institutions, and Bitcoin. And this week, it suddenly felt a lot more permanent. **Episode Links** - 🎉 [Boost from the

120: You Can’t Print Credibility

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** - 🎉

119: Debt Always Wins

Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about. **Episode Links** - 🎉 [Boost from the

Why BIP-110 Failed

Why BIP 110 failed, what its three block fork revealed about Bitcoin consensus, and the push for a proof of work change, plus weakening jobs and NVIDIA’s new AI asset class that could become an

117: Coldcard Fallout

We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial system has become. **Episode

116: Coldcard Wallets Compromised

An urgent warning for COLDCARD users: Coinkite says funds tied to seeds generated on some Mk3 devices may be at risk, and we examine why other hardware wallets could be next. **Episode Links** -

115: Before Satoshi

Bitcoin did not emerge from a vacuum. We trace the decades of ideas that made it possible, and revisit the early days when it all came together. **Episode Links** - 🎉 [Boost from the

114: Hard Money Wins

Open source AI is shaking the capex boom, energy inflation is tightening liquidity, and gold’s old weaknesses are back in focus, while BlackRock and even gold bugs keep making the case for Bitcoin.

113: The August Trap

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. **Episode

112: The Saylor Test

Bitcoin passes The Saylor Test as Strategy sells and the market shrugs, while weak jobs, energy shocks, Fed risk, and BIP-110 politics turn one green week into a bigger stress test. **Episode

111: Death of the Debasement Trade

King Dollar is back, the debasement trade is supposedly dead, and Bitcoin is left testing the one question that matters: what happens when Saylor stops buying? **Episode Links** - ⚡ [Boost from

110: Fork Risk Rising

Bitcoin gets dragged back into the fiat casino as the AI capex bubble starts to crack, while BIP-110 shifts from internet drama to a real fork-risk countdown. **Episode Links** - ⚡ [Boost from

109: Market Forced Peace

Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bitcoiners can’t afford to

108: The Hard Bet

108: The Hard Bet

IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth

107: AI Crash Math

107: AI Crash Math

Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market

106: Bitcoin’s Demand Crisis

Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why this hold will look easier in hindsight than it

106: Bitcoin’s Demand Crisis

105: Yield Panic

Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand

105: Yield Panic