This Week in Bitcoin

121: No Going Back

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

120: You Can’t Print Credibility

As the AI trade cools and Washington leans harder on the bond market, Bitcoin and hard assets are reminding investors that credibility is the one thing you can’t print.

119: Debt Always Wins

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

Why BIP-110 Failed

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

117: Coldcard Fallout

We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial sys

116: Coldcard Wallets Compromised

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

115: Before Satoshi

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

114: Hard Money Wins

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

113: The August Trap

Markets cheer cooler CPI and rate-cut hopes as another energy shock builds beneath them. Meanwhile, BIP-110’s August 8 signaling deadline brings Bitcoin closer to a possi

112: The Saylor Test

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

111: Death of the Debasement Trade

King Dollar is back, the debasement trade is supposedly dead, and Bitcoin is left testing the one question that matters: what happens when Saylor stops buying? Episode L

110: Fork Risk Rising

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

109: Market Forced Peace

Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bi

108: The Hard Bet

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

107: AI Crash Math

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

106: Bitcoin’s Demand Crisis

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

105: Yield Panic

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

104: The K Trap

They want to blame the war, but the split was already there. This week, I follow the K-shaped economy under the headlines, and Bitcoin’s uncomfortable signal: adoption is

103: The Energy Squeeze

Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out. Episode Links 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The B

102: Acceptance To Adoption

I came away from Bitcoin 2026 with one clear signal: beneath the circus, something more permanent is being built. Episode Links 🇺🇸 Buy Sats on River - The best way to s