This Week in Bitcoin

The August Trap | This Week in Bitcoin 113

15 July 2026

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

The Saylor Test | This Week in Bitcoin 112

8 July 2026

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

Death of the Debasement Trade | This Week in Bitcoin 111

1 July 2026

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?

Fork Risk Rising | This Week in Bitcoin 110

24 June 2026

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.

Market Forced Peace | This Week in Bitcoin 109

17 June 2026

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

The Hard Bet | This Week in Bitcoin 108

10 June 2026

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

AI Crash Math | This Week in Bitcoin 107

3 June 2026

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

Bitcoin’s Demand Crisis | This Week in Bitcoin 106

27 May 2026

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

Yield Panic | This Week in Bitcoin 105

20 May 2026

Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI.

The K Trap | This Week in Bitcoin 104

13 May 2026

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 accelerating, and so is domestication.

The Energy Squeeze | This Week in Bitcoin 103

6 May 2026

Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out.

Acceptance To Adoption | This Week in Bitcoin 102

29 April 2026

I came away from Bitcoin 2026 with one clear signal: beneath the circus, something more permanent is being built.

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