A high-signal Bitcoin news podcast focused on analysis you’ll find valuable.
Everyone in charge of money lost the plot this week. Bitcoin never had one to lose.
Bitcoin ripped when the old narratives said it shouldn’t. How we got here and what it means for the four-year cycle.
The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within.
The legacy system is breaking down as Bitcoin infrastructure builds up. From bond-market stress to Liquid’s 4,000 BTC crisis, the weakest links are showing.
A structural shift is taking hold across markets, institutions, and Bitcoin. And this week, it suddenly felt a lot more permanent.
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.
Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about.
Why BIP 110 failed, what its three block fork revealed about Bitcoin consensus, and the push for a proof of work change, plus weakening jobs and NVIDIA’s new AI asset class that could become an even bigger liquidity vacuum for Bitcoin.
We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial system has become.
An urgent warning for COLDCARD users: Coinkite says funds tied to seeds generated on some Mk3 devices may be at risk, and we examine why other hardware wallets could be next.
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.
Open source AI is shaking the capex boom, energy inflation is tightening liquidity, and gold’s old weaknesses are back in focus, while BlackRock and even gold bugs keep making the case for Bitcoin.