119: Debt Always Wins
19 August 2026
Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about.
Hosts
Episode Links
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Show Notes
- BIP-110 Post Mortem
- Luke Dashjr Proposes BLAKE2b Bitcoin Hard Fork
- Monetary Nodes: A Spam-Free Bitcoin Without a Fork
- Lyn Alden on Bitcoin Fee-Based Security
- Bitcoin ETF Inflows Hit $137 Million
- Treasury Doubles Long-Term Bond Buybacks
- Treasury Steps In as Long-Bond Yields Surge
- Critical Takes on Treasury’s Bond Buyback Intervention
- Why Bessent Is Playing With the Treasury Market
- US Debt Forces Investors to Demand Higher Returns
- Global Bond Rout Puts Governments on Notice
- 30-Year Treasury Yield Hits Highest Since 2007
- Foreign Holdings of US Treasuries Fall
- Dollar Drops After Treasury Expands Bond Buybacks
- Gold Surges as Treasury Buybacks Hit Yields and Dollar
- Fed Minutes Show Growing Inflation Concerns
- Oil and Debt Fears Drive Global Borrowing Costs Higher
- Oil Above $90 Revives US Inflation Fears
- Soft US Data Keeps Pressure on the Dollar
- Metaplanet Commits 2,100 BTC to US Treasury Venture
- BlackRock Reaffirms Bitcoin Investment Case
- Citi Plans Bitcoin Custody Alongside Stocks and Bonds
- Large Holders Pour $2.75 Billion Into Bitcoin
- Bitwise Sees Bitcoin Substantially Higher by Year-End
- JD Vance and the Dollar’s Reserve Currency Role
- JD Vance Is Right
- Can the Dollar Maintain Its Exorbitant Privilege?
- Electrum 4.8.1 Released With Security Fixes
- BitBox Warns Users About Severe Vulnerability
- BitBox 08.2026 Dixence Update
- Hunting Down the Coldcard Hacker
- Zeus Security Incident Post-Mortem
- DOJ Developer Exemptions
- World Gold Council CEO Says Bitcoin Will Go to Zero
- CNBC on the CLARITY Act and White House Meeting
- Bitwise Says Crypto Can Grow Without the CLARITY Act