Everett Stern took on the largest bank in the world, had terrorists and drug cartels coming after him, and still nobody went to jail — now he says Bank of America is doing the exact same thing all over again.

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Rob sits down with Everett Stern, the HSBC whistleblower whose evidence led to a $1.92 billion fine, to break down his viral open letter to Treasury Secretary Scott Bessent over Bank of America's $1.2 billion money-laundering fine, how banks manipulate wire filters to funnel money to terrorists and cartels, and why no banker has ever actually gone to prison for it. Everett also opens up about nearly losing his life after blowing the whistle, and makes the case for Bitcoin's transparency over a banking system he says is more corrupt than ever.

Here is what we cover:

• What Bank of America actually did, and how banks manipulate wire filters to launder cartel and terrorist money

• Why billion-dollar fines are just "a cost of doing business" with zero bankers ever prosecuted

• Everett's story: going undercover at 25, the 2 AM email to the CIA, and Hezbollah putting a target on his back

• Nearly losing everything, nearly taking his own life, and rebuilding through Tactical Rabbit and Whistleblowers of America

• Why Everett believes Bitcoin's transparency beats a bank KYC system he says has become politicized

Subscribe so you never miss an episode exposing what's really happening in Bitcoin and the global financial system.

TIMESTAMPS

0:00 The $1.92 Billion Fine Nobody Went to Jail For

1:24 Why Everett’s Open Letter to Scott Bessent Went Viral

2:58 What Bank of America Actually Did

4:09 How Banks Manipulate the Wire Filter to Launder Money

5:41 Why Billion-Dollar Fines Are Just a Cost of Doing Business

6:56 The Banks Doing This Right Now

9:01 Why Bankers Are Never Prosecuted

12:00 How Trillions in Dirty Money Moves Through US Banks

14:41 Bessent’s Response to the Viral Letter

17:46 The Culture of Corruption Inside the Banks

20:00 Why No Banker Has Been Arrested

23:00 How Drug Money Becomes “Clean” Money

26:37 Blind Eye or Active Collaboration Inside the Banks

27:46 How a 25-Year-Old Ended Up Auditing HSBC

30:04 The 2 AM Email That Changed Everett’s Life

34:01 Hezbollah Put a Target on His Back

36:05 Nearly Taking His Own Life

39:52 Finding Hope: Whistleblowers of America

42:56 Why Everett Never Got the $500 Million Reward

46:08 Why Snowden Isn’t a Hero, But This Whistleblower Is

49:03 Making the Case for Bitcoin Over KYC Surveillance

53:01 Everett’s Message to Scott Bessent and Future Whistleblowers

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❗ DISCLAIMER ❗

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Debt is growing exponentially in both the East and the West, and Michael Howell says there's only one way out: print more money — which is exactly why Bitcoin and gold are about to compound harder than ever.

Rob sits down with Michael Howell, author of Capital Wars, fresh off a trip to China, to break down the real scorecard in the US-China capital war, why China's ultra-low bond yields reveal a far weaker economy than the headlines suggest, and why Europe is caught dangerously in the middle with no safe asset of its own. Michael also explains why the current AI boom and the coming debt wave point straight toward a historic Bitcoin liquidity cycle.

Here is what we cover:

• How the US-China "capital war" works, and why bond yields reveal who's really winning

• What Michael saw on the ground in China, from overbuilt ghost cities to deep tech adoption

• Why Europe has no safe asset of its own and why France is the new flashpoint

• How the AI investment boom and a bifurcating world economy are reshaping capital flows

• Why rising global debt points to a historic Bitcoin and gold liquidity cycle ahead

Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system.

TIMESTAMPS

0:00 Debt, Gold and Bitcoin's Next Cycle

4:15 China's Bond Yield Scorecard

6:07 China's Economy on the Ground

12:08 Gold and China's Monetary System

18:24 China's Household Savings

21:30 US Trade Deficits and Capital Flows

23:39 Who Is Winning the Capital War

26:38 Proxy Wars and a Divided World

31:16 Europe's Debt and Safe Haven Assets

39:28 Europe's China Trade Tensions

41:03 AI Investment and Capital Markets

47:59 Bitcoin and the Liquidity Cycle

55:00 Rising Debt and Monetary Inflation

57:55 Interview Wrap-Up and What's Next

SPONSORS

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Grant Cardone says he's stealing real estate right now — buying trillion-dollar institutions' properties 30% below replacement cost — and then stacking Bitcoin on top of it.

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Rob sits down with real estate mogul Grant Cardone and Leon Wankum, author of Digital Real Estate, to break down why America's real estate market is really two markets in one, why developers are getting crushed by high rates while institutions discount distressed debt, and why both guests believe Bitcoin is quietly draining real estate's 50-year role as the world's monetary premium.

Here is what we cover:

• Why America's real estate market is really two split markets, and who's getting crushed in the middle

• Grant Cardone's strategy for buying institutional real estate 30% below replacement cost

• Why Leon Wankum believes Bitcoin is draining real estate's role as the world's monetary premium

• How Grant structures his real estate-Bitcoin hybrid funds, and why Bitcoin is now over 50% of the deal

• Why both guests think today's real estate companies could become tomorrow's dominant Bitcoin companies

Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, real estate, and the economy.

TIMESTAMPS

0:00 Grant Cardone's "Stealing Real Estate" Thesis

2:15 Why Single-Family Prices Are Barely Moving

2:53 Why Commercial Real Estate Developers Are Getting Crushed

4:46 Germany's Real Estate Model and the Shift to Bitcoin

5:18 What 7.5% Mortgage Rates Really Cost You

5:55 How Grant Buys Real Estate 30% Below Replacement Cost

7:38 Distressed Debt vs. a Distressed Seller

9:12 Why Real Estate Keeps Repricing Higher in Dollars

10:42 The $230 Million Deal Bought Out of Bankruptcy

11:13 Why Real Estate "Gets Sick But Never Dies"

12:20 Leon's Thesis: Bitcoin Is Draining Real Estate's Monetary Premium

15:05 Why Real Estate Still Beats Gold and Bitcoin

16:13 The Biggest Tax Loophole Left in America

17:44 How $100 Million Could Become $500 Million in Bitcoin

21:07 Real Estate as the On-Ramp to a Bitcoin Treasury

22:11 Why Real Estate Is the Trojan Horse for Bitcoin

23:49 Why Bitcoin Treasury Companies Struggle in Bear Markets

25:50 Why Grant Pays Investors Every Month, Not Every Quarter

27:06 Grant Cardone vs. Michael Saylor

29:41 How Far Can the Bitcoin Allocation Go?

33:03 Staying Patient Through a Flat Bitcoin Market

35:08 The Amazon Parallel and Why Real Estate Still Wins Searches

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🔴 LIVE: Jamie Dimon spent years calling Bitcoin a fraud. Now JPMorgan Asset Management has included Bitcoin in its long-term capital market assumptions for the first time, forecasting 10% annualized returns that could beat stocks, bonds and gold over the next decade. Meanwhile, BlackRock’s IBIT just pulled in $665 million in a single day, its biggest inflow in over a year.

Phil Rosen (Opening Bell Daily), André Dragosch (Bitwise) and Brian Cubellis (Onramp) break down what this shift actually means, what the catch is, and why a 55% volatility assumption from America’s biggest bank is more bullish than most people realize. When the biggest critics become converts, the game has changed.

👉 Follow Bitcoin News for daily Bitcoin updates, institutional analysis, and the Wall Street moments that mark the turning points most people only recognize in hindsight.

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Brian Cubellis → @BackslashBTC

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❗ DISCLAIMER ❗

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There are roughly $6-7 trillion actual dollars in the system and $107 trillion in dollar-denominated debt — and no amount of growth fixes that math.

Rob sits down with Joe Consorti and Parker Lewis to break down why inflation and high rates are hitting at the same time, why Hank Paulson's "break the glass" warning should worry everyone, and why AI's coming deflationary wave will collide head-on with a financial system that depends on constant money printing. They also dig into what the Ledger supply chain attack means for self-custody, and go head-to-head on whether Bitcoin treasury companies are helping or confusing Bitcoin's path to adoption.

Here is what we cover:

• Why red-hot inflation and high rates are happening at the same time, and why that breaks the Fed's playbook

• The $107 trillion debt math problem that can't be grown out of

• Why AI's deflationary force collides with a financial system built on constant money printing

• What the Ledger attack means for self-custody, multisig, and eliminating single points of failure

• The debate over whether Bitcoin treasury companies and "digital credit" products help or distort Bitcoin's price

Subscribe so you never miss an episode breaking down what's really happening with the economy and Bitcoin.

TIMESTAMPS

0:00 Intro: The $107 Trillion Debt Problem

1:06 Inflation Comes In Red Hot

2:07 Bitcoin's Surprising Reaction to Inflation

3:13 Why Energy Prices Are Driving Inflation

3:47 Why Treasury Yields Are Falling Anyway

6:29 The Fed's Rate Hike Trap

10:01 Hank Paulson's "Break the Glass" Warning

11:48 Cracks Forming in the AI Trade

16:02 Boots on the Ground in the Texas AI Buildout

19:17 The $107 Trillion Debt Math Problem

21:19 Why the 2008 Crisis Never Really Ended

23:45 Why AI's Deflation Can't Save the Dollar System

27:02 What Happens When Deflation Meets a System That Needs Inflation

32:23 The Math Problem No One Can Grow Out Of

35:23 The Ledger Attack and the Case for Self-Custody

39:01 Why Decentralization Still Matters

41:55 Coldcard vs. Ledger: Comparing the Attacks

46:00 Eliminating Single Points of Failure

49:06 Could Insurance Fix Self-Custody's Weak Point?

52:34 The Digital Credit Debate: Is Bitcoin's Price Being Capped?

58:59 Do Bitcoin Treasury Companies Actually Drive Adoption?

1:03:10 What Parker and Joe Are Most Optimistic About

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❗ DISCLAIMER ❗

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Thank God for BlackRock and the deep state that keeps this world moving — that's the controversial take from BritishHODL and MarsSpitsBars, who say Bitcoin needs the very institutions it was built to replace.

Rob sits down with BritishHODL and MarsSpitsBars to tear into the doomer culture that's taken over Bitcoin Twitter and spaces, why they believe it's a straight-up addiction fed by algorithms designed to keep you angry and hopeless, and why most of the loudest doomers have a track record of the worst trades of the last 20 years. They make the case for "Big Bitcoin," why institutional adoption and number-go-up are the only realistic path to hyperbitcoinization, and why a $150-300 trillion credit market is coming for the asset whether purists like it or not.

Here is what we cover:

• Why doomerism on Bitcoin Twitter is really an addiction fed by social media algorithms

• How BritishHODL and MarsSpitsBars went from trolling each other to forming an alliance

• The $150-300 trillion credit market they say is about to come looking for Bitcoin

• Why institutional adoption and "Big Bitcoin" are the only realistic path to replacing the dollar

• Why number-go-up, not ideology, is the real reason Bitcoin has changed their lives

Subscribe so you never miss an episode breaking down what's really happening in Bitcoin and the economy.

TIMESTAMPS

0:00 British HODL and Mars Spits Bars

2:03 Defining Doomerism and Its Appeal

15:50 Bad Trades and Algorithmic Echo Chambers

17:34 The Business of Selling Doom

24:30 Digital Credit and $150–300 Trillion Demand

27:33 Doomer Status and Social Capital

33:18 Bitcoin Privacy and the Surveillance State

38:14 Bitcoin Wealth Versus the Poverty Aesthetic

41:57 Big Bitcoin and Institutional Adoption

49:49 British and Mars Become Friends

59:04 The Fourth Bitcoin Rule: Enjoy It

1:01:32 Closing Thoughts and the Ledger Attack

SPONSORS

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❗ DISCLAIMER ❗

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The largest supply chain attack in crypto history just happened — and these two men were the ones who caught it, documented it, and are now telling the world exactly how it works.

Rob sits down with Mark Karpeles, former CEO of Mt. Gox, and Zach Herbert of Foundation Devices to break down the Ledger hardware wallet attack that's already drained over $100 million from Bitcoin holders. Mark walks through how he discovered malicious chips hidden inside compromised Ledger devices, how they silently read seed phrases off the screen, and how a hidden cellular chip phones that data straight to attackers.

Here is what we cover:

• How Mark discovered the compromised Ledger devices and the implant hiding inside

• How the hidden chip reads your seed phrase off the screen and phones it home

• The hijacked Malaysian reseller behind the attack, and how it spread into Europe

• Why Ledger was targeted over Trezor, and whether the stolen funds can be tracked

• What hardware wallet security needs to look like next, including multi-party computation

If you hold crypto on a hardware wallet, hit subscribe so you never miss the updates that could protect your funds.

TIMESTAMPS

0:00 Ledger Supply Chain Attack Exposed

1:18 How Mark Discovered the Compromised Ledgers

4:29 $100 Million Stolen From Hardware Wallets

5:03 Opening the Ledger to Find the Implant

6:29 The SPI Implant That Reads Your Screen

9:56 How the Implant Steals Your Seed Phrase

13:51 The Hidden LTE Chip Phoning Home

17:00 The Timeline Behind the Attack Going Public

18:31 $86 Million Drained in 24 Hours

20:15 Did Ledger Know About This for Months?

24:00 The Malaysian Reseller Behind the Attack

26:56 How Hardware Wallet Companies Vet Resellers

30:21 Tracking the Stolen Crypto On-Chain

34:20 The Attack Spreads to Europe

36:05 Inside the Criminal Implant Supply Chain

39:10 Why Trezor Wasn't Targeted

42:08 Why Ledger Was the First Target

45:27 The Future of Hardware Wallet Security

50:20 Multi-Party Computation as the Fix

54:30 Making Self-Custody Easy for Newcomers

56:27 Why the Industry Must Professionalize

59:07 Staying Optimistic About Bitcoin's Future

SPONSORS

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❗ DISCLAIMER ❗

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France is being called "ground zero" for the next global financial crisis — and the fallout could reshape everything from bond markets to Bitcoin's next move.

Rob sits down with Nik Bhatia ( @TheBitcoinLayer ) and James Seyffart (Bloomberg Intelligence ETF analyst) to break down the bond selloff ripping through Europe, why France's debt crisis is edging toward a "whatever it takes" moment, and what it all means for gold, Bitcoin, and the U.S. economy. They dig into the $23 billion flooding into bond ETFs, why central banks are hoarding gold at a historic pace, and how gold's explosive 2025 rally just changed James's entire view on how high Bitcoin can go.

The conversation then turns to America: how the U.S. is running record stock market highs on the same high yields that are triggering riots in France, the K-shaped economy splitting the country in two, and why your Social Security number is quietly one of the U.S. government's biggest assets against its $40 trillion debt. Nik and James close out with Bitcoin education, how Nik's pitch for Bitcoin has evolved, and the untold story of how Larry Fink was finally orange-pilled at BlackRock.

Here is what we cover:

• Why France is being called the "ground zero" of the next bond crisis

• The odds the EU bails out France instead of letting the union fracture

• Why bond ETFs just pulled in $23 billion in five days

• Central banks' gold buying spree and what it means for the dollar system

• How gold's 2025 rally changed James's view on Bitcoin's upside potential

• The real relationship between Bitcoin, gold and global liquidity

• Why AI spending is the one thing holding up the entire stock market

• The K-shaped economy and why half the country feels a recession that isn't there

• What American "dynamism" actually looks like compared to Europe

• Why your Social Security number is secretly one of America's biggest assets

• How Nik Bhatia's pitch for Bitcoin has changed since his first book

• The inside story of how Larry Fink was finally orange-pilled at BlackRock

Make sure to subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system.

TIMESTAMPS

0:00 France, Gold and Bitcoin Preview

1:15 France and the Global Bond Selloff

8:35 France Bailout or EU Breakup

12:37 Bond ETFs Attract $23 Billion

15:54 Gold Reserves and Central Bank Demand

21:07 Gold's Rally Changes Bitcoin's Upside

24:17 Bitcoin, Gold and Global Liquidity

27:36 AI Spending Drives US Stock Highs

31:52 High Yields and the K-Shaped Economy

37:08 American Dynamism and Stock Market Growth

43:16 Taxpayers Back America's $40 Trillion Debt

49:02 Bitcoin Education and Currency Debasement

54:08 Nik Bhatia's Evolving Bitcoin Pitch

1:01:07 Larry Fink and BlackRock's Bitcoin ETF

1:04:17 Closing: James Lavish on US Bonds

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James Lavish, a Wall Street veteran since 1993, says Trump is making a fatal mistake with the U.S. economy. Lavish has been warning about the debt spiral for years, since the national debt was around $30 trillion; now it's over $40 trillion. He breaks down why bond yields are spiking to levels not seen in decades, why the Fed cutting rates won't actually bring mortgage rates down, and why he believes Washington will never choose real spending cuts, tax hikes, or an outright default, instead opting to quietly inflate the debt away year after year.

Rob Wallace and Lavish dig into what that "soft default" actually means for ordinary Americans, why the people who own hard assets like houses, stocks, gold, and Bitcoin will come out ahead while everyone else falls further behind, and why the biggest so-called "foreign" buyers of U.S. debt are actually U.S. hedge funds operating out of the Cayman Islands. They close out talking Bitcoin adoption, why Lavish was surprised by how much OG selling hit the market this cycle, and his outlook for Strive and Bitcoin treasury companies heading into the next bull run.

Here is what we cover:

• Why the Fed cutting rates doesn't bring mortgage rates down, and what actually drives the 10-year Treasury

• Comparing housing affordability in 1980 versus today, and why the real burden has gotten worse despite lower rates

• Why Washington will almost certainly choose a "soft default," quietly inflating away the debt rather than cutting spending or raising taxes

• Lavish's Debasement Pressure Index, and why offshore hedge funds in the Caymans are actually some of the biggest buyers of U.S. debt

• Why Bitcoin adoption disappointed this cycle, including unexpected OG selling, and his outlook for Strive and Bitcoin treasury companies

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

TIMESTAMPS

0:00 Trump, Inflation, and the Debt Spiral

1:32 Why Fed Cuts Won't Fix Mortgages

6:55 The Global Bond Apocalypse Explained

11:19 Housing Affordability in 1980 Versus Today

16:05 ZIRP, Money Printing, and Housing Prices

20:09 Yield Curve Control and Recession Risks

23:27 The Fed Put and Rising Deficits

30:22 Soft Default and the K-Shaped Economy

35:21 Lavish's Debasement Pressure Index

38:04 Cayman Hedge Funds and Treasury Demand

44:48 Underwater Bonds and Treasury Buybacks

50:05 Why Bitcoin Adoption Has Disappointed

52:54 Bitcoin OG Selling and AI Speculation

58:52 Strive, SATA, and Bitcoin Treasury Companies

1:05:21 Closing Thoughts and Cory Klippsten

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🔴 LIVE: Trump just said the quiet part out loud. Inflation is now part of the plan to pay off America's $40 trillion national debt, and Rob Wallace breaks down exactly what that means for every person with a bank account.

In a recent interview, Trump openly suggested that certain levels of inflation will pay off the debt "very rapidly" — a soft launch of a policy that erodes your savings, your wages, and your purchasing power by design. With $2 trillion in annual interest payments and a debt-to-GDP ratio above 120%, the bomb has already been dropped. Bitcoin is the only exit.

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Everyone in Bitcoin seems sure America is headed for a debt spiral. Cory Klippsten, CEO of Swan Bitcoin, thinks they've got it backwards. Cory argues that no matter what happens to the dollar, America wins, and that's exactly why Washington is making room for Bitcoin as a potential fallback.

Rob Wallace sits down with Cory to break down the bond market "apocalypse," with the 10-year hitting its highest level since 2002, and why he sees treasuries, gold, and Bitcoin locked in a three-way race for the rest of the century, with Bitcoin as the fastest horse. Cory also spent the summer traveling through Istanbul, where the lira was collapsing so fast his mother-in-law made the family write down the exchange rate every time they spent money, and he shares what that kind of currency collapse actually looks like on the ground.

The conversation closes with Cory's sharpest takes: why he believes most Bitcoin media functions like a car magazine that can't bite the hand that advertises, and why he thinks Bitcoin ETFs actually kneecapped the last bull run by making it too easy to gain price exposure without understanding what you own.

Here is what we cover:

• Breaking down the bond market selloff and the 10-year Treasury hitting 5.34%

• Why Cory believes America wins whether or not the dollar stays dominant

• The three-way race between treasuries, gold, and Bitcoin for the rest of the century

• Why the midterms and political gridlock don't actually move Bitcoin's price

• Why the CLARITY Act's failure barely mattered to Bitcoin, aside from losing BRCA

• Why Coinbase and A16Z will get dragged into hearings but likely walk away unscathed

• Cory's take on prediction markets: genuine utility versus a gambling black hole

• Why the "great shitcoin war" is over, and how crypto fully merged with TradFi

• What life in Istanbul looks like under near-hyperinflation and currency collapse

• France's sovereign debt troubles and fears of the next European financial crisis

• The America.gov AI rollout and Cory's concerns about a surveillance "panopticon"

• Why China is stockpiling gold while cracking down on Bitcoin, and what that reveals

• The US-China economic interdependence behind the Trump-Xi summits

• How stablecoins and "dollar merchants" are being used to prop up dollar demand

• Why Bitcoin's price is ultimately decoupled from every macro narrative

• Behind the scenes of Cory's daily show, Outside Money, and its explosive growth

• Why Cory thinks most Bitcoin media operates like a car magazine, afraid to upset advertisers

• How Bitcoin ETFs may have kneecapped the last bull run by skipping real education

• A vibe check on where sentiment stands heading into 2027

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

0:00 Intro: America Wins Either Way

1:34 The 10-Year at 5.34%: Bond Apocalypse?

3:36 Why America Wins With or Without the Dollar

5:24 Bitcoin for America and the Three-Horse Race

7:56 Midterms, Gridlock, and the Clarity Act

10:44 Coinbase, Robinhood, and Prediction Markets

15:49 The Altcoin War Is Over

18:07 Global Economy and Istanbul's Collapsing Lira

23:38 France, Russia, and NATO

28:14 America.gov, AI, and the Panopticon

31:22 US Dominance and China's Gold Stockpile

36:35 US-China Decoupling and Stablecoins

42:14 Kicking the Can: Why Bitcoin Ignores Macro

43:45 Outside Money: Cory's Daily Video Show

50:00 Bitcoin Media Is a Car Magazine

52:11 How ETFs Kneecapped the Bull Run

56:31 Vibe Check and Where to Find Cory

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How far down the Bitcoin rabbit hole can you actually go? Author Scott Dedels and Bram Kanstein have gone further than most.

Scott Dedels argues that the money problem is just the shallow end of a much bigger problem with time itself, one he believes is older than fiat and more significant than money. Meanwhile,

Bram Kanstein ( @bramk ) took over 30 Bitcoiners into the mountains of Colorado for a psychedelic ceremony to explore what lies beyond simply fixing the money.

Rob Wallace sits down with both of them to explore Bitcoin as more than a monetary technology, touching on consciousness, mechanical time, psychedelics, and the spiritual dimension of adopting an absolute, verifiable truth in a world built on manufactured systems. Scott also shares why he believes 2026 could be the year even the most seasoned Bitcoin OGs look back and realize their conviction wasn't as strong as they thought.

Here is what we cover:

• A Bitcoin vibe check heading into the end of 2026, and why conviction gets tested at the bottom

• Why Bitcoin gives people proof that they can think for themselves

• Scott's thesis: fix the clocks, fix civilization, and why the time problem may be bigger than the money problem

• How mechanical time is only 400 years old, and why that matters

• Bitcoin, consciousness, and the idea of a shared, agreed-upon reality

• Why thinking in four-year cycles rehabilitates your ability to plan long-term

• The Dao of Bitcoin: how conviction changes your relationship with the present moment

• Bitcoin as an "economic psychedelic" and what that phrase actually means

• Why Bitcoin functions as an absolute, objective truth unlike anything else in the world

• Bram's bike accident, the ambulance ride, and the lesson it taught him about surrender and reality

• Psychedelics and how they alter the perception of time and expand consciousness

• Why Bitcoiners tend to be more hopeful about the future than people who went down other rabbit holes

• The community and friendships that form once you go deep into Bitcoin

• Inside Bram's "Beyond Bitcoin" psychedelic retreat in Colorado with 30 Bitcoiners

• Why so many people feel alone on their Bitcoin journey, and why they shouldn't

• Advice for staying the path through the ebbs and flows of conviction

• Taking personal responsibility in a world built on outsourcing it

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

FOLLOW

• Bram on Youtube: @bramk and X: https://x.com/bramk

• Scott on X: @LanternBitcoin

TIMESTAMPS

0:00 Down the Bitcoin Rabbit Hole

1:17 Vibe Check: Bear Market Conviction

5:34 Bram: Bitcoin and Thinking for Yourself

11:08 Scott Dedels: Fix the Clocks

15:58 Bitcoin, Consciousness and Shared Reality

18:36 Mechanical Time Is Only 400 Years Old

23:22 Thinking in Four-Year Cycles

26:27 The Dao of Bitcoin: Living in the Present

30:50 Bitcoin as an Economic Psychedelic

32:45 Bitcoin as Absolute Truth

36:14 Bike Accident and the Red Pill

40:34 Psychedelics and Perception of Time

45:35 Fiat Anxiety and Millennial Hope

48:49 Bitcoin Community and Conferences

53:53 Beyond Bitcoin: Colorado Psychedelic Retreat

1:02:07 Staying the Path: Personal Responsibility

1:07:32 Give Yourself Some Slack

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🔴 LIVE — Phil Geiger and John Haar are laying out the case that the US Treasury market is running out of buyers at exactly the wrong moment — and Scott Bessent has no good options left.

With 6% Treasuries and 8% mortgages potentially incoming, the long end of the bond market is sending a warning that most investors are still not taking seriously enough. When the world's reserve currency can't find buyers for its debt, the ripple effects hit every asset class on earth — and Bitcoin is the only exit that doesn't require trusting the same system that's breaking.

👉 Follow Bitcoin News for daily Bitcoin updates, macro analysis, and the debt market warnings that connect directly to why Bitcoin exists.

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—---

Follow today’s guests:

John: https://x.com/jhaarblockware

Phil: https://x.com/phil_geiger

They killed CLARITY with 30 minutes left on the clock — and it wasn't the side everyone's blaming.

Dennis Porter, CEO of the Satoshi Action Fund, joins us to break down what really happened behind closed doors when the CLARITY Act collapsed. Dennis explains why his viral tweet blaming Trump Coin, WLFI, USD1 and Melania Coin for the bill's failure sparked a furious backlash email within the hour, and why he stands by the number: Trump's crypto ventures pocketed $1.4 billion while investors in those same projects lost roughly $4 billion.

From there, Dennis walks through the bill's final hours, including new details on who actually broke up the last-minute negotiation just 30 minutes before the scheduled vote, and why it wasn't the party everyone assumes. He also covers Big Crypto's one-sided political spending, the growing PR gap between Bitcoin and crypto, and why a rising Bitcoin price might be the very thing that keeps CLARITY dead for good.

The conversation closes with a wide-ranging look at Washington: midterm sweep odds, who gets subpoenaed first if Democrats retake Congress, the AI policy battle now dominating DC over crypto, and what real political reform would take to get corporate money out of lawmaking.

Here is what we cover:

• The September 15th tweet and the $1.4 billion Trump family crypto profit vs. $4 billion in investor losses

• The furious backlash email Dennis received within an hour of going public

• The full account of how Republicans broke up the final CLARITY negotiation 30 minutes before the vote

• Why Big Crypto (Coinbase, A16Z, Ripple, DCG) has spent politically in a one-sided way

• Breaking down the 630-page bill and Saylor's "book of restrictions, not a bill of rights" line

• What happens now that SEC and CFTC rulemaking continues without statutory permanence

• The likelihood of lawsuits to set precedent after CLARITY's failure

• BRCA developer protections getting watered down, and whether Senator Wyden could revive them

• Why classifying Ethereum, Solana and Ripple as commodities was a mistake, and the case for a "network token" framework instead

• Whether CLARITY gets reintroduced, and why a rising Bitcoin price makes that less likely

• Why crypto is now more unpopular with voters than AI, data centers, or oil and gas

• The real difference between how voters see Bitcoin versus crypto, and why that distinction keeps getting lost

• Prediction markets pricing in a 64-66% chance of a Democratic sweep in the midterms

• Who gets subpoenaed first if Democrats retake power: Coinbase and A16Z

• The on-air fight Dennis had with a crypto executive over who's to blame

• Why the $40 trillion national debt and 10-year Treasury above 5% are being overshadowed by AI in DC

• How the AI policy fight splits left versus right

• Fixing corruption in Washington: Citizens United, lobbying reform, and term limits

• Dennis's closing reflections on America's political future 250 years after independence

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

TIMESTAMPS

0:00 Cold Open: Why the CLARITY Act Failed

0:58 Welcoming Dennis Porter

1:30 The Tweet: Trump Coin, WLFI, USD1 & Melania Coin

9:47 The Backlash Email After Going Public

11:59 Big Crypto's One-Sided Political Spending

14:42 Rating Discrepancies, the 630-Page Bill

19:55 Will CLARITY Return? Reading the Room in DC

23:13 Why Crypto (Not Bitcoin) Has a PR Problem

32:17 Midterm Odds: Could Democrats Sweep?

35:01 Who Gets Subpoenaed First?

37:12 The A16Z Fight & How Republicans Killed the Bill

44:41 The $40 Trillion Debt vs. the AI Conversation

46:26 AI Policy: Where Democrats and Republicans Split

53:51 Fixing Corruption and Money in Politics

57:57 Final Thoughts: America 250 Years From Now

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Over 15% of the US money supply is now flowing into the AI and data center buildout. Rising Bitcoin star, Miles Harris ( @milesharris5315 ) says that's not the real story. It's a trillion dollar cover for something much bigger.

Miles Harris, an emerging macro voice focused on collateral, credit, and monetary architecture, joins the show to break down the real financial system being quietly built behind the AI narrative, why your mortgage could become part of it, and why he believes Bitcoin was tailor made for exactly this moment.

Here is what we cover:

• Why Miles believes the AI boom is largely a cover story for a much bigger financial restructuring

• The core thesis: a financial system can't run out of money with a printer, but it can run out of collateral

• How data centers themselves are being built as a new form of scarce, pledgeable collateral

• The shift from an income statement economy to a balance sheet economy since 1971

• Why debt to household net worth is a more revealing metric than debt to GDP

• The database permissioned society Miles fears is being built, and what automatic enforcement of smart contracts could mean

• Social credit style risk scoring and why two people pledging the same asset could get very different loan terms

• Why European data centers are swallowing farmland and what that means for food security

• Ursula von der Leyen's comments calling European savings lazy money, and what Miles thinks that really signals

• Tokenized bank deposits explained and why they may be a quieter, more palatable alternative to a CBDC

• The Genius Act, the Clarity Act, and how stablecoins create structural demand for US Treasury bills

• The Triffin dilemma revisited and how stablecoins could change the incentives around dollar recklessness

• The Bank of England's tokenization pilot and why owning assets free of debt may be the best protection

• The three reasons Miles believes Bitcoin may have been created specifically for this new collateral-based system

• The UK's recent decision to remove capital gains tax on Bitcoin pledged as collateral, and why that matters

• Why Bitcoin held its ground against a strengthening dollar during the Iran conflict, and what that could signal

• What the financial world could look like five and ten years from now

• Why CBDCs might be a red herring compared to what's actually being built

• Miles's honest fears about a coming permission age, and where he still finds hope

This is one of the most detailed and original breakdowns of the real financial system being built beneath the AI narrative that you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - The AI Boom As A Trillion Dollar Cover Story

01:25 - Miles Harris's Background In Economics And Credit Cycles

04:26 - Why A Financial System Runs Out Of Collateral, Not Money

07:26 - How We Got To $40 Trillion In Debt

12:00 - The Shift From Income Statement To Balance Sheet Economy

15:47 - Building The Database Permissioned Society

18:55 - Is The AI Compute Pipeline Sustainable Or A Surveillance Grid

20:12 - The State Of AI And Data Centers In Europe

21:06 - Are Data Centers An Ecological Disaster

24:04 - Debt To Household Net Worth vs Debt To GDP

31:14 - The Genius Act, Clarity Act, And Tokenized Bank Deposits

39:24 - The K-Shaped Economy And Who Actually Benefits

41:55 - Why The Rich Avoid This System And Everyone Else Gets Pulled In

47:23 - Why Bitcoin May Have Been Created For This Exact System

50:16 - What The Financial World Looks Like In 5 And 10 Years

54:03 - Abundance Or Permission — What The Average Person Faces

56:14 - Miles's Closing Thoughts And Where He Finds Hope

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Strategy just destroyed a fifth of its Bitcoin per share to protect its balance sheet. Dan Hillery says that is exactly why the company can no longer be broken, even at $30,000 Bitcoin.

Dan Hillery, founder of UTXO Management, returns to break down Strategy's balance sheet, why STRC nearly buckled at $70 before recovering, and why pure-play Bitcoin treasury companies are entering a serious consolidation phase.

Here is what we cover:

• Why Strategy sacrificed a fifth of its Bitcoin per share to fortify the balance sheet

• Why Saylor selling at the bottom in 2022 and again this year is not as damaging as people think

• The real distress moment when STRC traded near $70 and Bitcoin sat around $58K

• Why four years of dividend coverage means Strategy's cash reserve is more than sufficient

• How the $1.3 billion opportunistic cash pile is being used to buy back STRC and MSTR

• Why the balance sheet was built so it literally cannot be broken

• Why common shareholders have felt sidelined and what the path forward looks like

• Why an MNAV above two should not be expected long term

• Whether the other preferreds will be retired and why STRC is the clear focus

• Why STRC has struggled to reclaim par even after recovering from the 70s

• Whether it is healthy for Strategy to be buying back this much of its own STRC

• The real composition of STRC buyers and whether the 80/20 retail split still holds

• Comparing STRC to SEDA and why their yields cannot be judged apples to apples

• Strategy achieving net zero debt and why that milestone matters

• Why the era of pure-play leveraged Bitcoin equities is ending

• How many Bitcoin treasury companies will realistically survive

• The MetaPlanet compensation controversy and shareholder revolt

• DeFi products built on STRC, the Buck stablecoin story, and the June crash

• Why Bitcoin and gold's correlation just hit its highest level since 2020

• Dan's new fund at UTXO and building fixed income products around Bitcoin preferreds

This is one of the most detailed insider breakdowns of the Bitcoin treasury company landscape you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - Why Strategy Cannot Be Broken Even At $30K Bitcoin

01:02 - Introduction — Catching Up With Dan Hillery

02:48 - How STRC's Senior Debt And Collateral Structure Works

04:48 - Was Saylor Selling At The Bottom Twice Really That Damaging

06:23 - STRC's Recovery From The Mid 70s Back Toward Par

07:02 - The Real Distress Moment — Bitcoin At $58K And STRC At $70

07:36 - Why Strategy Sold MSTR And Bitcoin To Raise Cash

08:05 - Four Years Of Dividend Coverage And The Opportunistic Cash Pile

11:24 - How Strategy Built A Balance Sheet That Cannot Be Broken

11:50 - Preferreds Becoming The Core Of MSTR's Strategy

13:56 - Common Shareholders And Why They Feel Sidelined

16:46 - Why MNAV Above Two Should Not Be Expected Long Term

18:25 - Will The Other Preferreds Ever Be Retired

18:49 - Why STRC Is Strategy's Main Focus Right Now

20:00 - Why STRC Has Struggled To Fully Reclaim Par

22:45 - Is It Healthy For Strategy To Buy Back This Much STRC

26:29 - The Real Retail Versus Institutional Split In STRC Buyers

27:48 - Comparing STRC To SEDA And Their Different Yields

29:48 - Why STRC Issuance Volume Has Slowed Down

32:44 - Strategy Achieves Net Zero Debt — Why It Matters

34:16 - The End Of The Paper Bitcoin Treasury Summer

36:04 - How Many Bitcoin Treasury Companies Will Survive

36:46 - The MetaPlanet Compensation Controversy Explained

39:09 - The Shareholder Revolt And MetaPlanet's Response

40:35 - DeFi Products Built On STRC And The Buck Stablecoin Story

44:15 - Bitcoin's 23% Run And Why It Stuck The Landing

46:47 - Bitcoin And Gold's Correlation Hits Highest Level Since 2020

50:17 - Dan's New Fund At UTXO Management Explained

53:49 - Pitching Fixed Income Products Built On Bitcoin Preferreds

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Steven Lubka says AI could wipe out almost every business by 2036. He also says that is the most bullish possible setup for Bitcoin.

Steven Lubka from Nakamoto joins the show to break down why disruption at this scale actually strengthens the Bitcoin thesis, why AI could hand every politician, red or blue, an impossible problem, and why the US and China could end up dominating an AI-driven world while smaller nations fight for currency survival.

Here is what we cover:

• Why AI wiping out most businesses is actually bullish for Bitcoin, not bearish

• The key differences between Bitcoin as a monetary good and AI as pure utility

• Digital scarcity versus digital abundance and how the two technologies play off each other

• Why most Americans still fundamentally misunderstand what AI can already do

• The generational and cultural resistance to new technology and why it always happens

• How voice interfaces and tools like Grokipedia are quietly starting a second computing revolution

• Why AI is becoming a mirror for people's sense of purpose and existential orientation

• The impossible political question: would you choose abundance if it meant you were no longer needed

• Why human identity is tied to being valued by others, not to economic necessity

• What happens politically if AI replaces 70 percent of human labor

• The real path toward AGI and ASI and why there may not be a hard ceiling on intelligence

• Why AI models escaping sandboxed environments is already a real cybersecurity concern

• Whether the AI trade is a bubble and why inference alone may already be a profitable business

• How Steven used AI to analyze his own raw DNA data and the health changes that followed

• What the world could look like in 2036 after one of the largest economic transitions in history

• Why Bitcoin remains the native currency of the internet no matter how advanced AI becomes

This is one of the most thought-provoking conversations on AI, economics, and Bitcoin's role in the next decade you will hear this year.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - AI Could Wipe Out Most Businesses By 2036

00:47 - Steven's Journey From Bitcoin Twitter To AI

04:42 - Bitcoin And AI — Comparing The Two Communities

06:37 - Why Bitcoin Is Monetary And AI Is Pure Utility

08:10 - Digital Scarcity Versus Digital Abundance Explained

10:53 - Why Most People Still Do Not Understand AI

14:10 - The Human Tendency To Resist New Technology

17:21 - Voice Interfaces And The Second Computing Revolution

21:22 - AI As A Mirror For Human Purpose And Identity

24:38 - Would You Choose Abundance If You Were No Longer Needed

27:23 - What Happens If AI Can Do Every Job Better Than Any Human

30:37 - Why 70 Percent Labor Replacement Would Be Politically Untenable

34:52 - The Road To AGI And ASI Explained

41:16 - Are You Afraid Of Superintelligence

47:27 - AI Models Escaping Sandboxes — The Real Cybersecurity Risk

50:53 - Is The AI Trade A Bubble

58:27 - How Steven Used AI To Analyze His Own DNA

01:02:43 - What The World Looks Like In 2036

01:12:38 - Bitcoin Is The Native Currency Of The Internet

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🔴 LIVE — Cam Stromme and Mitchell Askew are joining us live as we analyze the impending Federal Reserve decision that could cut the Bitcoin bull run short before it ever gets off the ground — and the timing couldn't be more critical.

The signals coming out of the Fed right now suggest a move that markets are wildly underpricing, and if it lands the way our guests expect, the rally most Bitcoiners are waiting for could get delayed or derailed entirely.

This is the warning you need to hear before the decision drops.

👉 Follow Bitcoin News for daily Bitcoin updates, Federal Reserve analysis, and the expert voices that give you the macro edge before the market reacts.

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Jamie Coutts says we just passed the point of no return. Bitcoin broke out in a way that historically only happens once every few years, and he thinks $500,000 is no longer a question of if, but when.

Jamie, macro and crypto strategist at Real Vision (@RealVisionFinance⁩), returns to explain why the 10-year Treasury is quietly in crisis, why Bessent may be trapped by his own strategy, and why the AI boom could end up being one of the biggest tailwinds Bitcoin has ever had.

Here is what we cover:

• Why Bitcoin's recent breakout is historically rare and what makes this one different

• The 10-year Treasury crisis explained and why it matters more than people realize

• The critical $83K level Jamie is watching and why it could define the next leg

• Pullback risk, Fed rate hikes, and what could derail the move short term

• Why the MOVE index is quietly one of the most important charts in macro right now

• Europe, the yen, and sovereign debt stress building across multiple regions at once

• Why the debasement trade is back and what is different about it this time

• Hidden risks building inside the AI boom that most investors are not pricing in

• The growing AI backlash and why sentiment could turn faster than expected

• How Bitcoin fits into an AI-driven economy and why that role is expanding

• What happens when 50 billion AI agents start transacting and why Bitcoin is positioned for it

• AI-powered attacks on Bitcoin infrastructure and why security has to evolve fast

• Reasons for long-term optimism despite the near-term risks

• Jamie's full case for why $500K Bitcoin is now the realistic outlook

This is one of the most detailed macro breakdowns connecting Treasury stress, AI, and Bitcoin's next move that you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

00:00 - Bitcoin's Rare Breakout Explained

01:01 - The 10-Year Treasury Crisis Nobody Is Talking About

07:58 - Why Bitcoin Broke Out Right Now

12:03 - The Critical $83K Bitcoin Level To Watch

15:29 - Bitcoin Pullback Risk And Fed Rate Hikes

20:32 - Why The MOVE Index Matters For Bitcoin

24:38 - Europe, The Yen, And Sovereign Debt Stress

29:00 - The Bitcoin Debasement Trade Returns

32:07 - Hidden Risks Building In The AI Boom

36:28 - The Growing AI Backlash Explained

42:04 - Bitcoin's Role In An AI-Driven Economy

45:17 - What Happens When 50 Billion AI Agents Arrive

48:26 - AI-Powered Attacks On Bitcoin Explained

51:15 - Reasons For Long-Term Bitcoin Optimism

55:01 - Why $500K Bitcoin Is Jamie's Outlook

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Matt Hougan says wealth managers are about to become the next major wave of Bitcoin buyers, and he is calling it full bull mode. He also thinks there could be a twelve billion dollar single-day ETF inflow coming. But he is also warning of real chop ahead before that next leg fully takes hold.

The CIO of Bitwise returns to break down the Liquid hack and why institutional demand for Bitcoin barely blinked, why custody and white-hat ethics are becoming a serious conversation at the highest levels, and why Bessent's Treasury plan really only leads to two outcomes, both of which are bullish for Bitcoin.

Full bull mode does not mean a straight line up. This is one of the most data-driven and institutionally grounded conversations on where Bitcoin stands right now, chop and all.

Here is what we cover:

• Why wealth managers are about to become the next wave of major Bitcoin buyers

• The Liquid hack and why institutional Bitcoin demand survived it intact

• Custody, hacker negotiations, and the ethics of white-hat intervention

• How AI-powered attacks are forcing Bitcoin security to harden faster

• Why diversifying Bitcoin custody across ETFs is becoming a real strategy

• In-kind ETF transfers explained and who is using them right now

• Whether ETFs could someday transfer Bitcoin out and what that means for custody

• Is the Bitcoin bottom in, and why Matt still expects chop before the next leg up

• Bitcoin's new base and what near-term price action tells institutional investors

• ETF inflows and the next wealth manager buying cycle

• Hedge fund flows versus long-only ETF flows and why it matters

• Retail capitulation and what quarterly reporting reveals about investors

• Why the debasement trade is back and how Bitwise built an ETF around it

• Gold and Bitcoin miners as leveraged bets and rising institutional mining interest

• Why owning both AI stocks and Bitcoin makes sense right now

• Whether AI is in a late 1990s style bubble and what that means for scarce assets

• Fed versus Treasury and why the real power dynamic matters more than headlines

• Is this actually soft yield curve control in disguise

• How Bitwise gets to a $1.3 million Bitcoin price target

• What sophisticated institutions actually believe about Bitcoin right now

• Why Bitcoin is quietly becoming normal inside institutional portfolios

🔔 Subscribe for weekly Bitcoin and macro analysis.

00:00 - Full Bitcoin Bull Mode — Wealth Managers As The Next Buyers

00:57 - The Liquid Hack Explained And Its Institutional Impact

02:30 - Why Institutional Bitcoin Demand Survives Crypto Exploits

04:18 - Bitcoin Custody, Hacker Negotiations, And White-Hat Ethics

08:06 - AI-Powered Attacks And The Future Of Bitcoin Security

09:34 - Diversifying Bitcoin Custody Across Multiple ETFs

11:12 - In-Kind Transfers Into Bitcoin ETFs Explained

12:27 - Could Bitcoin ETFs Someday Transfer Bitcoin Out

14:14 - Who Actually Uses In-Kind Bitcoin ETF Transfers

15:49 - Wall Street Returns After Labor Day — What It Means For Bitcoin

17:53 - Is The Bitcoin Bottom In

20:27 - Bitcoin's New Price Base And Why Chop Is Still Likely

22:41 - Bitcoin ETF Inflows And The Next Wealth Manager Buying Cycle

24:09 - Hedge Fund Flows Versus Long-Only Bitcoin ETF Flows

25:53 - Retail Capitulation And Quarterly Reporting Season

27:18 - The Bitcoin Debasement Trade Is Back

29:01 - Bitwise's New Debasement Trade ETF Explained

30:33 - Gold And Bitcoin Miners As Leveraged Bitcoin Bets

32:33 - Institutional Interest In Bitcoin Mining Stocks

35:24 - Debt, Fiat Currencies, And The Case For Hard Assets

38:14 - Why Own Both AI Stocks And Bitcoin

40:35 - The AI Boom, US Midterms, And The Market Outlook

42:06 - Is AI In A Late 1990s Style Bubble

44:25 - Fed Versus Treasury — What Actually Drives Bitcoin

48:09 - Is This Soft Yield Curve Control

49:42 - How Bitwise Gets To A $1.3 Million Bitcoin Price Target

53:55 - What Sophisticated Institutions Actually Believe About Bitcoin

55:38 - Why Bitcoin Is Becoming Normal In Portfolios

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Back in 2013, an anonymous poster named Dacoinminster wrote a single forum post that has quietly predicted Bitcoin's price for over a decade. Sminston With used Grok to dig it back up, and says that formula just called $840,000 Bitcoin by 2031. He also has nine reasons why the bear market is already behind us.

Here is what we cover:

• Nine specific reasons Sminston believes the Bitcoin bear market has officially ended

• Why the 200-week moving average is one of the most reliable long-term signals in Bitcoin's history

• Bitcoin's snapback rally explained and what it typically signals about the next leg of the cycle

• How Sminston used Grok to rediscover dacoinminster's 2013 forum post and why the power law formula has held up for over a decade

• How the power law actually works and why it has outperformed almost every other Bitcoin price model

• Price targets ranging from $481,000 to $1 million and the math behind each scenario

• Why institutional adoption and gold's own trajectory are reinforcing the long-term Bitcoin case

• Sminston's direct response to Cory Klippsten's criticism of power law price models

If you have ever dismissed the power law as internet folklore, this conversation will make you look at the chart very differently.

🔔 Subscribe for weekly Bitcoin and macro analysis.

FOLLOW Smitty 👇

Youtube: @sminston_with

X: x.com/sminston_with

TIMESTAMPS

00:00 - Cold Open — Is The Bitcoin Bear Market Already Over

00:59 - Nine Reasons The Bitcoin Bear Market Has Ended

05:47 - The 200-Week Moving Average Explained

08:31 - Bitcoin's Snapback Rally And What It Signals

10:12 - The 2013 Power Law Forum Post Found Using Grok AI

15:55 - How The Bitcoin Power Law Formula Actually Works

18:33 - Bitcoin Price Targets — $481K To $1 Million By 2031

22:06 - Institutional Bitcoin Adoption And Gold's Role In The Thesis

27:43 - Sminston Responds To Cory Klippsten's Power Law Criticism

SPONSORS

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Bitcoin just ripped from $62,000 to $81,000. Caleb Franzen ( @CubicAnalytics ) says he just flipped from being a bear to a raging bull, and he has the charts to show exactly why.

Caleb Franzen, founder of Cubic Analytics, joins the show to break down the technical signals confirming this move is real, why the Coldcard hack barely dented price, and why one specific chart pattern has historically preceded 50 percent gains within six months.

Here is what we cover:

• Why Bitcoin exploding from $62K to $81K changes the entire technical picture

• How Saylor, MicroStrategy, and the Coldcard hack tested Bitcoin's resilience and why the market shrugged it off

• Why Luke Gromen's accumulation thesis is playing out in real time

• The 21/200 EMA crossover and moving average cloud signal that flips the trend from bearish to bullish

• Anchored VWAP explained and why it functions as the market's true cost basis

• The RSI thrust signal that has historically preceded 50 percent gains within six months

• Caleb's free TradingView toolkit and how to use it to spot these setups yourself

• Bitcoin versus global M2 with China excluded and what that reveals about the real liquidity picture

• Why Treasury yields are quietly predicting the Fed's next move before it happens

• The Kevin Warsh versus Jerome Powell dynamic and why it matters for the next rate decision

• Operation Twist and rising global yields explained and why this changes the liquidity outlook

• The $40 trillion debt milestone and why Caleb remains a net buyer despite it

• Stablecoin dominance, capitulation signals, and what they reveal about where we are in the cycle

• Europe's hidden gem assets that Caleb is watching right now

If you thought the bear market still had room to run, this conversation might change your mind.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - Cold Open — Was The Bitcoin Bear Market Call Wrong

01:29 - Bitcoin Rips From $62K To $81K — What The Move Really Means

05:29 - Saylor MicroStrategy And The Coldcard Hack — Testing Bitcoin's Resilience

07:04 - Luke Gromen's Accumulation Thesis Playing Out In Real Time

11:07 - The 21/200 EMA Crossover And Moving Average Cloud Explained

18:36 - Anchored VWAP — Understanding The Market's True Cost Basis

23:00 - The RSI Thrust Signal That Predicts 50% Gains In Six Months

27:55 - Caleb's Free TradingView Toolkit For Spotting These Setups

29:40 - Bitcoin Versus Global M2 With China Excluded

33:28 - How Treasury Yields Predict The Fed's Next Move

38:27 - Kevin Warsh Versus Jerome Powell — Why It Matters For Rates

41:05 - Operation Twist And Rising Global Yields Explained

48:15 - The $40 Trillion Debt Milestone And Staying A Net Buyer

51:01 - Stablecoin Dominance And Bitcoin Capitulation Signals

58:10 - Europe's Hidden Gem Assets Caleb Is Watching

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🔴 EMERGENCY LIVE - Jameson Lopp and Becca Rubenfield are joining Bitcoin News to break down why the wave of AI-powered Bitcoin scams, phishing attacks, and home invasions is only just getting started — and what every Bitcoiner needs to do right now to protect themselves.

In the wake of the Coldcard and Trezor fallout, this morning alone saw a potentially massive Dropbox compromise, a fake BitKey phishing email, an X password reset deluge, and a Protonmail outage — the attack surface for Bitcoin holders has never been wider.

This is the practical, no-nonsense security conversation the entire Bitcoin community needs right now.

👉 Follow Bitcoin News for daily Bitcoin updates, live security alerts, and the expert conversations that keep your Bitcoin and your family safe when the threats are evolving faster than most people can track.

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Bitcoin waited sixteen years for this exact moment. And according to Tom Luongo and Vince Lanci, it just became obvious.

Two friends who spend their lives tracking money, gold, and geopolitics take you on a tour around the entire global risk board. By the end of it, a failed trade deal with Canada, ninety billion barrels of Venezuelan oil, the CIA director landing in Moscow, and seized Iranian tankers sitting in a Texas court all connect into a single argument about who controls the long end of the American yield curve, and why Bitcoin's training wheels just came off.

Here is what we cover:

• Why Carney blew up the US-Canada trade deal and the real reason behind the obnoxious rhetoric on both sides

• Why the real split is not Canada from China, it is Canada from Europe and the City of London

• The ninety billion barrels of sour Venezuelan oil and why that news broke three days after the Canada trade talks collapsed

• Why CIA Director Ratcliffe flying to Moscow was a direct message to Europe

• Storm Shadow missiles and the terrifying question of whose finger is actually on the button

• Operation Economic Outcast and the full picture of how Iran is being sanctioned right now

• The seized Iranian tankers sitting in a Texas court and the collateral question nobody is asking

• What Bessent actually did with the bond buybacks and why almost everyone calling it yield curve control has it wrong

• Treasury QE explained and why banks are being used to finance the government in a completely new way

• The ten to fifteen year plan Vince and Tom believe is already underway to fix the US fiscal deficit

• Why macro funds are buying gold again and what that signals about where smart money sees this going

• Why Vince, a lifelong gold trader, believes Bitcoin's training wheels just came off and why it might be about to become the new gold

• The DARPA argument and why big Bitcoin might be closer to a national security asset than people realize

Everything about Bitcoin's story before this felt almost irrelevant. This conversation argues the big story has been staring us in the face the entire time.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - Cold Open — Bitcoin's Training Wheels Just Came Off

01:33 - Carney Blows Up The US-Canada Trade Deal

06:53 - Splitting Canada From Europe And The City Of London Not China

15:27 - Venezuela Oil Reserves — 90 Billion Barrels Of Sour Crude

20:02 - CIA Director Ratcliffe Flies To Moscow — A Message To Europe

24:17 - Storm Shadow Missiles And Whose Finger Is On The Button

32:18 - Operation Economic Outcast — Sanctioning Iran Explained

36:20 - Seized Iranian Tankers In A Texas Court — Whose Collateral Is It

38:00 - What Bessent Actually Did With Treasury Bond Buybacks

45:47 - Why This Is Not Yield Curve Control

54:03 - Treasury QE Explained — How Banks Are Financing The Government

01:00:59 - The 10 To 15 Year Plan To Fix The US Fiscal Deficit

01:07:13 - Why Macro Funds Are Buying Gold Again

01:11:45 - Bitcoin's Training Wheels Come Off — Is It Becoming The New Gold?

01:19:32 - The DARPA Argument For Bitcoin As A National Security Asset

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Scott Melker has officially flipped bullish and says $125,000 is just a pit stop on the way to $1 million Bitcoin.

Scott Melker, market commentator with over a million subscribers and a daily show on Yahoo Finance, joins the show to break down why he stopped trading altogether, why the Treasury just gave Bitcoin its next real catalyst, and why the resilience shown this summer is the real story nobody is talking about.

Here is what we cover:

• Why Scott rates his current bullishness at 8.5 out of 10

• The Silicon Valley Bank parallel and why that failure quietly launched the last bull run

• Why Bessent's bond buyback announcement is a signal, not the actual mechanism, and what it really tells you

• Why liquidated shorts only explain Bitcoin's move up to about $71,000 and what changed after that

• Why Scott was the most vocal critic of Bitcoin treasury companies and the story of getting pitched seven of them in ten minutes at Bitcoin Vegas

• Why the whale wallets that never sold before finally started selling on the way down into the sixties

• Why every worst case scenario of this cycle, including Saylor selling Bitcoin, failed to actually crash the price

• The debt situation, forty trillion dollars, and what Scott thinks Bessent actually has to do next

• Why the four year cycle proponents were early but may still end up right, and why this drawdown broke the standard playbook

• Why Bitcoin's real story this summer was resilience, not price action

Scott's honest take on self custody, why he still recommends a mix of multisig, hardware wallets, and ETFs depending on the person

• The origin story of Scott's viral moment and why removing the holier-than-thou attitude from Bitcoin content resonated with so many people

• Why Scott thinks the AI trade ends in a spectacular explosion eventually, even if the timing is impossible to call

• How producing music trained Scott's brain for chart pattern recognition before he ever got into trading

This is one of the most candid conversations about where Bitcoin stands right now from someone who has been right, wrong, and back again.

🔔 Subscribe for weekly Bitcoin and macro analysis.

FOLLOW SCOTT 👉 @ScottMelker

TIMESTAMPS

00:00 - Introduction — Scott Melker's Bullish Flip

01:17 - On A Scale Of One To Ten How Bullish Is Scott Right Now

01:55 - The Silicon Valley Bank Parallel And How It Sparked The Last Bull Run

07:09 - Why Bitcoin Shines Brightest As Crisis Money

08:39 - Getting Pitched Seven Bitcoin Treasury Companies In Ten Minutes At Bitcoin Vegas

10:26 - Was Scott Public Enemy Number One For Criticizing Treasury Companies

11:59 - The $40 Trillion Debt Milestone And What Bessent Has To Do Next

14:36 - Druckenmiller's Take On Bessent And Why He Bought A Hyperliquid Treasury Company

18:41 - Why Liquidated Shorts Only Explain The Move Up To $71,000

21:31 - The Four Year Cycle Debate And This Summer's Resilience Story

25:02 - Being Your Own Bank vs Being Your Own Custodian

30:02 - Scott's Journey From Altcoin Trader To Bitcoin Maximalist

34:42 - Why Bitcoin At $65K Felt Like A 50% Off Discount

41:30 - The Mom's House Story That Sparked This Conversation

51:10 - Why The AI Trade Ends In A Spectacular Explosion Eventually

55:57 - How Producing Music Trained Scott's Brain For Chart Pattern Recognition

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🔴 LIVE - BTC Sessions joins Bitcoin News to break down why the confluence of the Bitcoin bull run and the age of AI is creating the biggest wealth transfer moment in human history, and why most people are completely asleep to what's unfolding around them.

From institutional adoption accelerating at an unprecedented pace to the importance of staying sovereign as the old elite scramble to maintain control, this conversation maps out exactly how to position yourself on the right side of the biggest shift of our lifetimes.

Plus an introduction to BTC Sessions' new channel Sovereign Sessions and what it means for the Bitcoin community.

👉 Follow Bitcoin News for daily Bitcoin updates, sovereign strategies, and the conversations that keep you ahead of the 1% when the stakes have never been higher.

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America just crossed forty trillion dollars of national debt. Jeffrey Tucker says there is no mechanism left to stop it, and the country is sleepwalking toward a disaster most people cannot even see coming.

Jeffrey Tucker, founder of the Brownstone Institute and senior economics columnist at Epoch Times, joins the show for a wide-ranging conversation on the collapse of fiscal restraint, the revelations buried in the newly released 1,100-page Fauci Files, and why he is genuinely saddened by what has happened to Bitcoin's founding mission.

Here is what we cover:

• Why there is no longer any mechanism stopping Congress from spending unlimited amounts forever

• How the national debt went from 19.9 trillion to 40 trillion in just ten years and why the pace is accelerating

• Why municipal and state bonds carry real risk premiums while US Treasuries do not, and what that distortion is doing to the system

• The 192 years it took to accumulate the first trillion in debt versus the 5 months it took for the most recent trillion

• What actually held governments in check historically, from the gold standard to the fear of inflation

• Why the American dream is effectively dead for everyone outside the top 5 to 10 percent

• Tucker's theory that the poor have become political pawns rather than people the system is actually designed to help

• The COVID lockdown decisions and why Tucker believes the entire framework of essential versus non-essential work was fabricated on the fly

• What the newly released 1,100-page Fauci Files actually reveal and Tucker's own theory about Fauci's early actions

• Why China's view of Western human rights and governance shaped decisions during the pandemic in ways few people have connected

• The demoralization of legacy media following the Fauci revelations and why the Pulitzer-winning coverage now looks fraudulent

• Why 106 million working-age Americans are completely outside the labor market and what that means for the country's future

• Why privacy coins are quietly being delisted everywhere and what that says about where financial surveillance is headed

• Tucker's honest and complicated feelings about what has happened to Bitcoin and where he still sees hope

This is one of the most unfiltered conversations on the state of America you will hear this year.

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Everyone called 2025 the year of the Great Debasement trade. Michael Howell says it never actually happened. And what comes next could be the biggest monetary regime change in 70 years.

Michael Howell, liquidity expert and founder of CrossBorder Capital, returns to break down why global liquidity, not M2, is the real driver of Bitcoin, why the bond market just broke a 70-year-old pattern, and why the true debasement trade has not even started yet.

Here is what we cover:

• Why M2 is the wrong metric for Bitcoin and why global liquidity has a 13-week predictive lead on crypto prices

• The BES dollar basket explained and why Bitcoin remains the dominant driver even against Ethereum and Solana

• Why the real economy and financial economy are pulling liquidity from each other right now

• The AI capex boom draining liquidity from financial markets and starving Bitcoin of fuel

• Why the 30-year Treasury yield breaking 5% is a bigger deal than most people realize and why Howell thinks 6% is coming

• The 1951 Treasury Fed Accord parallel and why we may be entering a similar regime change today

• The $40 trillion debt threshold and why the average tenor of government debt is quietly being shortened everywhere

• Why Scott Bessent's yield curve management is printing money without ever calling it printing money

• Why Howell rejects the idea that the debasement trade started last year and what the actual tipping point looks like

• China's PBOC liquidity injections and why gold's move has been a China story, not a Western one

• Bitcoin's global liquidity cycle model and why it points to a bottom around the middle of 2027

• Why Howell is not a believer in the four year cycle and what he thinks is driving Bitcoin's cycles instead

• The best monetary hedge for a high inflation regime and why crypto's multiplier effect means even a small allocation matters enormously

This is one of the most technically rigorous breakdowns of global liquidity and its relationship to Bitcoin you will find anywhere.

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LIVE 🔴 Bitcoin self custody in 2026: the COLDCARD hack, the Trezor data breach, and how to secure Bitcoin. Hardware wallet security, multisig, passphrases, entropy and on chain time locks, rebuilt from first principles.

Self custody just failed a stress test nobody was ready for. A COLDCARD firmware flaw produced weak seeds going back to 2021, and coins were swept from people who believed they held the safest hardware wallet made. Trezor customers had their names, home addresses and phone numbers leaked through a shipping partner, many of them people who had only just switched. A fake Sparrow wallet sat live in the App Store. A phishing ad ranked above Trezor's own search result. BitBox audited itself with AI and found critical bugs.

The old advice was buy a device, write down your words, you're safe. That advice is dead.

In this episode we rebuild Bitcoin self custody from first principles with two people who do this for a living: Tony, founder of The Bitcoin Way, and Doctor Francesco Madonna, CEO of BitVault. They agree on the diagnosis and they disagree, sharply, on the cure. Tony will not allow a third party anywhere near a setup. Francesco's design puts a co-signing key with a service and enforces spending delays on chain. We put that disagreement on the table instead of around it.

We also build the actual 2026 process, step by step: ordering a hardware wallet without your home address ending up in the next breach, generating and verifying entropy, passphrase structure, when single sig plus passphrase beats multisig, two of three across multiple vendors, on chain time delays, descriptor backups, and the recovery rehearsal almost nobody runs.

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The wealthy are sitting ducks. Steven Franssen says most of them do not even realize it.

Steven Franssen returns for his third appearance on the show to break down why the newly minted decamillionaires of the last decade have no sound economic footing, why the political chaos in Washington is quietly setting up the largest wealth transfer in modern history, and why $1 million Bitcoin might be the trap that costs complacent wealthy people everything.

Here is what we cover:

• The Coldcard hack and why the only people protected were the ones who used the randomizing function nobody thought they needed

• The ethics of white hat hackers sweeping vulnerable funds and what happens to victims now

• Bitcoin governance and consensus explained through the lens of a limited state and voluntary reputation-based society

• The PPP loan fraud nobody has to pay back and what it reveals about who the rules actually apply to

• Why the great mistake wealthy people are making right now is taking the current situation for granted

• Trump's broken promises beyond Ross Ulbricht, the meme coin controversy, and why the Iran war directly suppressed the Bitcoin price

• Why Scott Bessent's oil price magic trick has held so far and how long that can possibly last

• The generational wealth transfer nobody is talking about and why BlackRock is positioned to inherit what the boomers built

• The DSA, downwardly mobile elites, and why hardline ideologies are gaining ground on both extremes

• Flock cameras, the surveillance state, and the first real grassroots pushback against it in years

• Why the 2026 midterms could hand Bitcoin its biggest bull case yet regardless of who wins

• Why Bitcoin becomes more important, not less, as trillions get printed into the AI trade

• Closing thoughts on individual change, moral progress, and where Steven finds hope right now

This is one of the most wide-ranging and unfiltered political and macro conversations you will find on Bitcoin News this year.

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Bob Burnett just confirmed the thing most Bitcoiners did not want to hear. BIP-110 did not fail because of the miners. It failed because Wall Street, the exchanges, and Strategy said no.

He watched it happen live from his couch, already certain of the outcome since June. Now he is back with the most candid insider account you will hear anywhere: what actually went down at Ocean, why the suits and the custodians decided this fight before a single block was mined, and why the social layer wound from this may take far longer to heal than the technical one ever did.

Here is what we cover:

• The moment an Ocean-mined block appeared on both sides of the chain split at the exact same time

• Why Bob believes BIP110 was never close to succeeding despite the hype in the final weeks

• Why he does not agree that miners control Bitcoin and why the real story is about exchanges, custodians, and user demand

• How Antpool and Foundry effectively decided the outcome and why Foundry giving clients a binary choice mattered enormously

• The Roughnecks group spending roughly half a million dollars a day renting hash rate to keep BIP110 alive

• What actually happens to the abandoned BIP110 chain now, including a hard fork, a new hashing algorithm, and a new difficulty level

• An inside look at the division within Ocean itself between the three camps, and how Ocean built dual-template infrastructure to give miners a real choice

• The full explanation of Ocean's 0.3 BTC refund to users who were signaling for BIP110 without realizing it

• Why Bob compares the split to a divorce and calls for empathy and healing on both sides of the community

• What comes next for Ocean, including the new Portal product, SOC 2 compliance, and a renewed push for decentralized block production

• A first look at a brand new BIP Bob is working on and the open questions around how any future Bitcoin upgrade should be proposed and activated

This is one of the most honest and firsthand accounts of the BIP110 fork you will find anywhere.

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LIVE 🔴— The battle for Bitcoin is OVER.

The Bitcoin Red Team. The Bitcoin Security Consortium. The failure of BIP-110. Something has shifted in Bitcoin and most people have not clocked it yet.

Coinicarus and Rod join the show live to ask the question a lot of Bitcoiners are quietly thinking but not saying out loud. Have the suits taken control of freedom money? And if they have, is there any going back?

Here is what we get into:

Why the Bitcoin Security Consortium and the Bitcoin Red Team signal a new phase of institutional control over Bitcoin infrastructure

Why BIP-110 failed and what that failure actually reveals about who holds real power in Bitcoin governance today

Whether Wall Street money and corporate treasury companies have fundamentally changed the character of Bitcoin

Whether this shift is inevitable maturation or a genuine threat to what made Bitcoin different in the first place

What Bitcoiners who care about sovereignty and decentralization should actually be watching for next

This is a live conversation, so expect it to get heated. Freedom money was never supposed to have a boardroom. Now it might.

🔔 Subscribe for weekly Bitcoin and macro analysis.

Follow the guests:

Coinicarus → https://x.com/coinicarus?s=11

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In the wake of the Coldcard exploit Alex Bragan, CTO of Jan3, and Prince Filip, Chief Strategy Officer of Jan3, join the show to look at the future of Bitcoin, whether self-custody survives and if this is the start of the end for the sovereign individual or the beginning of a radical new form of government and global politics.

They also break down what happened how AI is rocking the Bitcoin world for bad (and good), and why they believe we are witnessing its anti-fragility in action.

They also cover the newly released B20 report ranking every country on Bitcoin adoption, why Prince Filip believes monarchies might be the future of good governance, and why the energy side of Bitcoin mining is the most exciting frontier for the rest of the decade.

Here is what we cover:

• Why AI is now being used by black hat hackers to probe critical Bitcoin infrastructure and why Boltz had to shut down

• Prince Filip's own close call with the Coldcard exploit while on vacation and why older firmware saved him

• Why going from open source to source available is what actually caused this entire problem

• The ethics of white hat hackers preemptively draining vulnerable wallets before criminals can

• Why the 25th word BIP-39 passphrase protected many people during this exploit and why you need one

• How Aqua Wallet generates entropy and what additional randomness sources are coming

• Why Bitcoin cannot be frozen but can be made harder to spend and why exchanges rejecting stolen coins matters

• The new B20 report ranking every country on Bitcoin adoption and why the US takes the top spot largely due to seized coins

• Why the UK ranks surprisingly high and what that reveals about the scoring methodology

• Why Bhutan is one of the best examples of practical nation state Bitcoin usage today

• Why Prince Filip believes Switzerland's federated cantonal system is the best functioning democracy in the world

• The case for monarchy 2.0 and why Liechtenstein's monarch retaining veto power tells you something important about stability

• How Bitcoin mining is quietly starting an energy renaissance, from stranded solar to communist-era district heating systems

• Why AI could either massively expand personal freedom or become the ultimate surveillance tool for governments

This is one of the most wide-ranging conversations on Bitcoin security, geopolitics, and governance you'll find this year.

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The sellers are gone. Bitcoin shrugged at STRC dropping to 75 and the COLDCARD hack. It rallied when Saylor announced a Bitcoin sale.

Matt Hougan, CIO of Bitwise, says those two moments told him everything he needed to know about where we are in the cycle.

In this conversation Matt breaks down why the Bitcoin bottom is probably in, why the institutional supply squeeze has only just begun, why financial advisors pulled Bitcoin off statements at the end of Q2 and quietly bought it back on July 1st, and why Strategy is entering a very different phase than the one that made it famous.

Here is what we cover:

• Why Bitcoin shrugging at bad news is the single best indicator that the bottom is in

• The Q2 to Q3 flow reversal that caught Matt completely off guard and what it reveals about financial advisor behavior

• Why only 5 to 10% of ETF holders sold during a 50% drawdown and what that says about the conviction of the people who actually own it

• Why institutional ownership of Bitcoin ETFs is on its way from 20% to 60% and what happens to the price when it gets there

• Why the four year cycle is not dead but institutions are living in a 10 year super cycle and how both can be true at the same time

• Why BIP110 has not penetrated institutional circles at all and why Matt thinks that is a good thing

• The Bitcoin Security Consortium from BlackRock Fidelity and Strategy and why Matt thinks the mercenary reason for it is actually fine

• Why quantum comes up in every institutional meeting as a blocker to allocation and what actually convinces them to move forward anyway

• Strategy 2.0 explained and why the easy button phase is over and the managerial skill phase has begun

• Why STRC is a retail led phenomenon and what would need to change for institutions to take it seriously

• The hardest question Matt would ask Saylor on the earnings call today

• Why the next cycle catalyst is stablecoins and tokenization and why Bitcoin gets a free lift from all of it

• Why Bitwise officially forecasts Bitcoin at 1.3 million by 2035 and why Matt thinks that is probably conservative

This is one of the most grounded and data-driven takes on where Bitcoin stands right now from someone who does 15,000 institutional meetings a year.

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The Coldcard hack was devastating. But Ben Cowen says it did not mark the bottom. And he has the data to show exactly why.

Ben Cowen joins the show to break down why the price barely moved after one of the worst security events in Bitcoin history, why 2026 is tracking 2018 almost perfectly, and why the real bottom is still ahead, likely triggered by a stock market correction in September.

He also pulls no punches on Saylor, the treasury company model, Bitcoin conferences, and why the industry completely lost its way this cycle.

Here is what we cover:

• Why the Coldcard hack did not move the Bitcoin price and what that actually signals about where we are in the cycle

• How 2026 is tracking 2018 almost perfectly and why that means the real bottom has not happened yet

• Why Ben expects a 10 to 20 percent stock market correction in September and why that will be the catalyst for the Bitcoin cycle low

• The social interest data showing Bitcoin engagement is now lower than it was in 2022 and closer to 2018 levels

• Why Saylor selling Bitcoin is not about the amount but about the message it sends and what it means for Strategy long term

• Why Ben has zero confidence in STRC and why once a peg breaks it never fully recovers its trust

• Why the Bitcoin conference has become a treasury company promotional event and why that is antithetical to everything Bitcoin stands for

• Why Bitcoin treasury companies that exist solely to raise money and buy Bitcoin are no different from the altcoin founders they used to mock

• Why narrative always follows price and why we will all find a reason for the drop after it happens

• Why the ETFs have actually been declining in holdings in recent months and what that tells you about the state of retail participation

• How the 30 year Treasury yield being higher now than when rates were at 5.5 percent proves the Fed does not control the long end of the curve

• Ben's own conference in Miami on November 21st and why he built it around having a rational market discussion without booing dissenting views off stage

This is one of the most honest and unfiltered conversations about where Bitcoin actually stands right now.

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FOLLOW BEN 👉 @benjaminjcowen

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The Coldcard hack was just the beginning. New vulnerabilities have now been found in Boltz and multiple other wallets. And the people building the tools you use every day say the attack surface is growing faster than the community can patch it.

Seth for Privacy from Cake Wallet, Danny from Breez, and PretyFlaco from Blink Wallet join the show to break down the latest wave of Bitcoin security failures, who is still vulnerable, and why the intersection of AI and Bitcoin attacks may be the most dangerous development in the sixteen year history of this network.

Here is what we cover:

The new vulnerabilities found in Boltz and other popular wallets after the Coldcard hack and what they mean for your stack

Who is still at risk right now and why the blast radius is much wider than most people realize

Whether these attacks are isolated incidents or part of a coordinated long-game operation targeting Bitcoin holders

How AI is changing the nature of Bitcoin attacks and why the old security playbook is no longer enough

What the future of self-custody looks like in a world where AI can probe for vulnerabilities faster than humans can find them

Whether Cake Wallet, Breez, and Blink are safe and what each team has done in response to the new threat landscape

How these attacks are going to ripple into every other industry that relies on cryptographic security

The hierarchy of Bitcoin security in 2026 and what has fundamentally changed in the last few weeks

What every single Bitcoin holder needs to do right now regardless of which wallet or hardware device they use

What Bitcoin security needs to look like going forward and how the community adapts before the next wave hits

The biggest black swan in sixteen years of Bitcoin is not over. This conversation is required listening for anyone who holds Bitcoin.

Resources:

Cake Wallet: https://cakewallet.com/

Breez: https://breez.technology/

Seth's site: https://sethforprivacy.com/

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❗ DISCLAIMER ❗

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The COLDCARD hack is still sending shockwaves through the Bitcoin community. But Jameson Lopp and Nick Neuman say the bigger question is not what just happened. It is what is coming next.

In this conversation we bring in two of the most respected voices in Bitcoin security to break down who is actually vulnerable, what every Bitcoin holder needs to do right now, and whether this attack was the beginning of something much larger and more coordinated than anyone wants to admit.

Here is what we cover:

Are more hacks on the way and what the latest on-chain signals are already suggesting

Who is vulnerable outside of COLDCARD users and why assuming you are safe is the most dangerous thing you can do right now

Whether the COLDCARD hack could have been a retirement attack, a coordinated long-game operation designed to hit the people with the largest and oldest stacks

The hierarchy of Bitcoin security in 2026 and whether everything we thought we knew just changed

What every Bitcoin holder needs to do immediately regardless of which hardware wallet they use

Whether Boltz suspending activities and wallets like Aqua and Bull Bitcoin are actually safe right now

How AI is going to fundamentally disrupt Bitcoin security going forward and why the attack surface is growing faster than most people realize

Why Saylor's loud silence on the hack is raising eyebrows and what it might signal

Why Saylor selling went almost completely unnoticed while the community was focused elsewhere

Where is NVK the founder of COLDCARD and why his absence from the public conversation is one of the most discussed topics in Bitcoin security right now

What the next chapter of Bitcoin security looks like and how the community needs to adapt before the next attack lands

Do not assume you are safe. This conversation is for everyone who holds Bitcoin.

Resources:

Casa: https://casa.io/

Trezor: https://trezor.io/

Lopp's site: https://www.lopp.net/

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It is time to start taking this seriously.

Adam Sommer is a professional astrologer with nearly 20 years of experience and a Bitcoiner for almost a decade. Earlier this year, he spent an entire class series telling students that late July 2026 could be the beginning of a major financial reckoning. He predicted this weeks before the COLCARD hack shook the Bitcoin world.

The details were not identical. But the timing was. And when you look at the convergence of cycles he was tracking, it is very hard to call it a coincidence.

In this conversation, Adam breaks down why Bitcoin has a birth chart, why the 18.6 year nodal cycle is the most reliable indicator he has ever found, and why Bitcoin is about to hit its first nodal return, a cycle that has predicted every major real estate and financial crisis for a century.

Here is what we cover:

• Why Adam called late July 2026 as the beginning of a potential 2008-style reckoning and how that prediction came true before we even hit record

• What the minor grand trine is and why a French astrologer predicted it would mark the birth of a new civilization back in the 1990s

• Why the Bitcoin four year cycle is probably just a coincidence astrologically but the 18.6 year nodal cycle is anything but Bitcoin's birth chart explained, why January 3rd 2009 in London is the date most astrologers use and what it reveals right now

• Why Saturn and Neptune coming together every 36 years reshapes the world and why the last time it happened the World Wide Web was born

• Why Bitcoin is the only 24 hour free market left and why Adam uses it as his truth gauge for the entire global economy

• Why Adam does not trust Saylor and has never owned MSTR, and the reason he thinks the STRC preferreds are a distraction from everything Bitcoin was built for

• The Jack Mallers and 21 Capital situation and why Adam thinks Tether quietly took over

• Why AI agents are going to need Bitcoin and Lightning to transact and why that is already baked into the charts

• The quantum FUD reframe, why if quantum ever breaks Bitcoin everything else is already destroyed

• Why the BIP110 civil war and the August 8th mandatory signaling period may be astrologically linked to the eclipse on August 12th

• What Adam sees coming for Bitcoin in the next quarter and why relative strength in a collapsing tech market may be the most important signal right now

If you have ever dismissed astrology, this conversation will at minimum make you wonder.

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Adam's website: https://www.adam-sommer.com/

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

EMERGENCY: Your COLDCARD Seed May Be Broken. Here Is What To Do

Coinkite has disclosed a firmware bug that caused COLDCARD hardware wallets to generate seed phrases without proper randomness. Roughly 594 BTC, about 38 million dollars, was swept from nearly 500 wallets in a handful of blocks. If you generated a seed on a COLDCARD, act before you finish watching.

The most important thing to understand: the firmware hotfix protects new seeds only. It does not repair a seed that was already created on vulnerable firmware. Updating your device does not make you safe. Migrating to a new seed does.

WHO IS AFFECTED

COLDCARD Mk3 running firmware 4.0.1 through 5.0.3: Coinkite estimates the effective search space at roughly 40 bits instead of the intended 128. Treat these seeds as at risk and migrate now.

COLDCARD Mk4, Mk5, and Q: additional entropy from the secure elements put these at roughly 72 bits, better than Mk3 but still below the 128-bit target. Coinkite advises updating to firmware 5.6.0 (Mk4 and Mk5) or 1.5.0Q (Q), then generating a completely new seed.

Seeds protected by a strong, unique BIP-39 passphrase, or created with at least 99 independent dice rolls, are at minimal risk according to Coinkite's early analysis.

TAPSIGNER, OPENDIME, and SATSCARD are not affected. They use a different codebase.

IMPORTANT

Coinkite has not confirmed that the on-chain sweep was caused by this bug. Researchers consider it the most plausible explanation, and the investigation is ongoing. No COLDCARD device was physically breached, no PIN was defeated, and no secure element was broken. This is a seed generation flaw.

Never enter your seed phrase into any website or tool claiming to check whether you are vulnerable. Expect scam checkers to appear. Migrate calmly, verify your wallet fingerprint, and send a small test transaction before moving the rest.

OFFICIAL SOURCES

Coinkite Mk3 advisory: https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/

Coinkite technical backgrounder: https://blog.coinkite.com/entropy-technical-backgrounder/

Firmware downloads: https://coldcard.com/docs/upgrade

GUESTS

Josh of Nova Sapiens

Michael of OnRamp

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LIVE 🔴 DurdenBTC and André Dragosch are bringing two of the sharpest analytical frameworks in the Bitcoin space to bear on the most important questions in the market right now:

\

Is the Bitcoin bottom already in?\ Is the AI trade finally topping out?\ And what does the Strait of Hormuz crisis mean for capital flows into hard assets? Dragosch's valuation models and Durden's market structure analysis converge on conclusions that most investors are nowhere near positioned for. This is the data-driven conversation that cuts through the noise when everything is moving at once. 👉 Follow Bitcoin News for daily Bitcoin updates and deep macro analysis. 👉Follow @Andre_Dragosch and @DurdenBTC for more of their work.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Someone is paying to manipulate your Bitcoin timeline. And most people scrolling through it have absolutely no idea it is happening.

Michael Sullivan reads the language of Bitcoin Twitter. He says desire, the emotion most closely correlated with bull market tops, is at its lowest level in eight years. Adrian Morris reads the options market and the financial data itself. He says sentiment is being manufactured in real time by accounts working on behalf of hedge funds and short sellers.

Today they reveal they are merging their work into a single model. And they explain exactly who is paying to move the algos and why it is working.

Here is what we cover:

• Why desire is at an eight-year low on Bitcoin Twitter and what that has historically signaled about cycle position

• How Adrian reads sentiment directly from financial data instead of language and why that is a fundamentally different signal

• Why narrative leads price rather than follows it and the data that proves it

• Why Saylor is not the problem, he is just the gravitational pull point for a community that was already angry

• The capitalist cohort of Bitcoiners is trending up in conviction while the fundamentalist cohort is trending down and why that matters

• Who is paying to run bot armies against MSTR and Bitcoin on X and how the manipulation actually works at the algo level

• Why moving the algorithm by half a percent matters enormously when you are running a thirty million dollar position

• How large accounts with huge followings are knowingly being used to manufacture narratives for hedge fund entries and exits

• Why the X algo change has amplified bots and noise rather than genuine sentiment

• Whether price going back up will reunite the Bitcoin community or whether the fractures are now permanent

• Why both guests think the Bitcoin community has never really been one unified thing and never will be

• How to use AI to scale your thinking rather than just outsource it

This is one of the most forensic and unflinching looks at what is actually driving Bitcoin sentiment you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Bitcoin could split in 15 days. And most people have no idea what that actually means for their stack.

Wicked Smart Bitcoin and Portland Hodl join the show to give you the most clear-eyed, technically grounded breakdown of what is happening with BIP110, what you need to do before August 8th, and why both of them think this fork is going to fail miserably — and why that is actually bullish for Bitcoin.

Here is what we cover:

• Should you move your Bitcoin around August 8th — the practical answer with no hype

• The single most important distinction in this entire debate: policy vs consensus, and why most people arguing about it have never had it explained clearly

• Why Bitcoin Core version 30 changed the rules at school but did not change the laws of physics

• The eight rules of BIP110 broken down one by one — which ones are fine and which ones Wicked calls his deal breakers

• Why the 55% activation threshold is almost comically low and why it almost guarantees a chain split

• Why stopping spam on Bitcoin is a cat and mouse game you can never win at the consensus level

• The role of fees as the only real defense against spam and why monetary adoption is the long-term answer

• Whether we will see an airdrop of BIP110 coins and where you could even sell them if we did

• Why Portland says we will know within the first hour of mandatory signaling whether this fork succeeds

• Who actually governs Bitcoin and what this fight reveals about how consensus forms and fails

• Why BIP110 failing would be one of the most bullish things that could happen for Bitcoin right now

This is the calmest and most technically grounded conversation you will find on this topic anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

LIVE 🔴 Rekt Capital Market Analysis. Is Bitcoin quietly building a base… or is this summer range setting up for another leg lower?

In this live stream, Rob Wallace is joined by Rekt Capital to break down Bitcoin’s current market structure, the significance of the 200-week moving average, and whether the current consolidation resembles historical summer ranges that preceded major moves.

Topics include:

• Is the current summer range accumulation or distribution?

• Why the 200-week SMA remains one of Bitcoin’s most important support levels

• The series of macro lower highs since October 2025

• What Bitcoin needs to invalidate the current downtrend

• Why buy-side volume is the key metric to watch

• Historical summer range comparisons

• What could trigger the next major move in Bitcoin

If you’re looking for objective technical analysis grounded in historical market behavior rather than hype, this conversation is for you.

Find Rekt on X:

https://x.com/rektcapital

👍 Like the stream, subscribe for more Bitcoin market analysis, and let us know in the comments: Is this range accumulation or distribution?

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Sina, the analyst behind Bitcoin Intelligence and the man who helped popularize the power law, the quantile bands, and the momentum model, is back for his first interview in over a year.

Last time he was on, he said the $250K calls for 2025 were dangerously overextended. Bitcoin topped at $126K in October and is now down over 50%. He nailed it. Now he is back to tell you what his models are saying right now, why two of them currently disagree, and what actually needs to happen to end this bear market.

Here is what we get into:

• How Sina called the October top when the entire market was screaming $200K to $250K

• Why this bear market hit harder than even he expected and the hidden leverage that caused it

• The three headwinds holding Bitcoin back that almost no one is talking about

• How AI drained the development capital that used to build on Bitcoin and what that means for adoption

• Why falling inflation could be the single catalyst that ends the bear market

• The counterintuitive truth about why Bitcoin rips when inflation falls and not when it rises

• The power law chart showing Bitcoin at its most undervalued position ever recorded

• The VPLI chart quantifying exactly how oversold Bitcoin is right now

• The quantile model showing Bitcoin at the lowest band in years and what that means for DCA

• The momentum model explained and why it is still flashing red despite the recent bounce from $58K

• How to balance the quantile deep value signal against the momentum red signal

• How to know if you are overallocated and the single best sign to watch for

• Why following influencers into leverage trades is one of the worst financial decisions you can make

• How Sina called out Bitcoin treasury companies a year ago when it got him attacked and unfollowed

• The preferred stock math that proved the treasury model was structurally flawed from day one

• What Saylor got right, where he went wrong, and why the narrative shift from sound money to paper products is a problem

• Why spending Bitcoin is not the enemy of Bitcoin and the fallacy Saylor promotes

• What Bitcoin actually needs to return to all time highs and why it cannot happen on speculation alone

Links:

X: https://x.com/Snz_BTC

Substack: https://bitcoinintelligence.substack.com/

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Bitcoin has reached a critical tipping point. In this episode, Joe Consorti and Marty Bent break down why the biggest "killer" of Bitcoin’s price has finally reversed and what this means for a potential parabolic move. If you’ve been waiting for the signal that the macro headwinds are over, this is it.

What You’ll Learn:

• The Tipping Point: Why the structural resistance holding Bitcoin back has officially broken.

• Liquidity & Interest Rates: How upcoming cuts are acting as the ultimate catalyst for price action.

• Market Sentiment: Why most investors are missing the reversal happening right under their noses.

• The Path to Parabolic: Joe and Marty’s outlook on the next phase of the Bitcoin bull market.

@JoeConsorti is a leading macro analyst focusing on Bitcoin and capital markets. Marty Bent is the founder of @TFTC and a prominent voice in the Bitcoin space.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Has Bitcoin finally bottomed out, or is this just another trap before the next leg down?

In today's video, we’re joined by @OnChainMind to dive deep into the latest on-chain data to analyze a massive shift in market structure: sellers are showing major signs of exhaustion. We break down the key metrics revealing whether the Bitcoin bottom is officially in, and if the market is quietly preparing to go parabolic.

If you want to understand what the smart money is doing right now behind the scenes, this is a must-watch.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Real Bitcoin self-custody is under a major attack, and the window for normal people to own absolute sovereign UTXOs is closing faster than you think.

In this wide-ranging episode, host Rob Wallace sits down with NVK, the founder of Coinkite and creator of the legendary Coldcard, to unpack the dark reality facing Bitcoiners today. From skyrocketing targeted physical attacks and draconian DAC8 reporting laws in Europe to the distraction of financialized yield products, NVK warns that we are entering a era of "second-class citizens" for those who refuse to take absolute responsibility for their stacks.

We also dive deep into the highly contested BIP 110 fork debate, why NVK isn't losing sleep over quantum computing threats, and how AI serves as a 1,000x multiplier that everyone must learn to leverage alongside sound money. Finally, NVK shares his deeply contrarian take on raising children in a hyper-connected world and why letting your kids experience true boredom is the secret to unlocking the next generation of geniuses.

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Michael Saylor just sold 3,588 BTC — and macro analyst Jaime Coutts explains why it may mark the Bitcoin bottom, not the top.

Bitcoin just suffered one of its most controversial corrections yet—but according to him, this bear market is unlike any we’ve seen before.

In this interview, he explains why Michael Saylor’s Bitcoin sale may have removed a major overhang from the market, why Bitcoin has diverged from global liquidity for the first time in years, and why AI—not monetary policy—is absorbing the world’s capital. Jamie also shares why he believes Bitcoin is approaching a major inflection point over the next 12–18 months.

We also dive into debt, liquidity, quantum computing, AI agents, China’s economy, and why Bitcoin’s long-term fundamentals may be stronger than ever despite the current price action.

Follow Bitcoin News and dive into this and more alpha analysis!

Follow Jamie Coutts:

X: https://x.com/JaimeCoutts

Real Vision: https://www.realvision.com

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LIVE 🔴 There may be no company on Earth with a more efficient system for creating shareholder value than Strategy.

No factories. No supply chains. No inventory. No commodity exposure. Just a high-margin software business combined with a Bitcoin acquisition engine that may be rewriting the rules of corporate finance entirely.

Pio and Grain of Salt (@BTCTrueNorth) join the show to make the case that the market still does not understand what Strategy actually is, why this ends at either a multi-trillion-dollar company or nothing, and why Michael Saylor could become the richest man alive if the thesis plays out.

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Here is what we get into:

Why Strategy's business model is structurally different from almost every other public company on earth

Whether Bitcoin eliminates the core risks that destroy traditional asset-heavy businesses

How Strategy creates shareholder value without factories, inventory, or physical infrastructure

Why the market is still fundamentally mispricing MSTR and what it is missing

The $5 trillion or zero thesis and what has to happen for each outcome

Why Saylor's Bitcoin acquisition strategy may be the most capital-efficient model ever built

Whether this is just a leveraged Bitcoin play or a genuinely new blueprint for corporate capital allocation

The long-term opportunity for MSTR shareholders that almost no one is properly modeling

This is one of the most detailed breakdowns of the Strategy thesis you will find anywhere.

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Almost every Bitcoiner thinks a Democrat in the White House is bad for Bitcoin. Dave Weisberger says they have it completely backwards. And he has the math to prove it.

Dave Weisberger, market structure expert, co-founder of CoinRoutes, and author of the upcoming Wiley book Million Dollar Frat Boys, joins the show to break down why a President AOC scenario could be the single greatest catalyst Bitcoin has ever seen, why the MSTR death spiral crowd is dead wrong, and why Bitcoin is one of the most underpriced assets on the planet right now.

Here is what we get into:

Why AOC becoming president would be the most bullish event in Bitcoin history and the math behind it

How Gary Gensler and Elizabeth Warren accidentally created the perfect conditions for Trump's meme coin billions

Why the Trump meme coin disclosure changes almost nothing about where crypto regulation is headed

The real reason October 10th happened and why it was likely a coordinated momentum ignition attack

Why no one should be surprised that MSTR dropped 75% when Bitcoin dropped 50%

The difference between Strategy common stock, STRC, and what each one actually is

Why Dave thinks STRC was marketed incorrectly and who it should actually have been sold to

Why the Satoshi wallet quantum threat is wildly overblown and why recovering those coins might actually be bullish

New York City rent freezes, socialism creeping into America, and what it means for hard money assets

Why Bitcoin is still trading at well under 5% probability of becoming digital gold despite everything that has changed

How agentic AI commerce could become one of the most powerful tailwinds Bitcoin has ever had

Why adoption is the only catalyst that matters and why Dave thinks we are already past the point of no return