121: No Going Back
2 September 2026
A structural shift is taking hold across markets, institutions, and Bitcoin. And this week, it suddenly felt a lot more permanent.
Hosts
Episode Links
- 🎉 Boost from the Web
- 🇺🇸 Buy Sats on River - The best way to stack in the US
- 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
- 💳 The Bitcoin Company - Spending your Bitcoin Via Lightning
- 🏦 Fold Card - Pay bills Stack Sats
- 💵 SALT Lending - Get access to your BTC Value w/out Selling
- ⚡ Strike - Ultra-low fees, high trading limits, and easy loans.
Show Notes
- OCEAN and Luke Dashjr Joint Statement
- Crypto Misses the Macro Trade
- Bitcoin, Gold and Fed Liquidity
- The AI Mid-Cycle Slowdown
- Bitcoin to Hit $82,000 in September: Kalshi
- Capital B Raises €7.6M From Adam Back To Another Bitcoin Buy
- 9/11 Families File Claim Over US Bitcoin Holdings
- Trump’s Crypto Push and Bessent’s Treasury Moves
- Bessent Bets on Stablecoins for Treasury Demand
- PACTs: Protecting Bitcoin From a Quantum Sunset
- All Property Becomes Cryptography
- From Fiat Information to Cryptoinformation
- De-Dollarization Is Really De-Fiatization
- The Global Shift From Dollars to Gold
- The Case for Bitcoin at $1.3 Million
- Bitcoin’s First Quantum-Safe Transaction
- What Bitcoin’s First Quantum-Safe Transaction Means
- A Treasury Showdown With the Bond Market