122: Weakest Links
9 September 2026
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.
Hosts
Episode Links
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
- Liquid Network Exploit Drains 4,000 BTC From Federation Reserves
- Liquid Network Hit by $320 Million Exploit
- Liquid Rangeproof Bug: Nobody Broke the Math
- Liquid Network Incident Technical Report
- Elements Fixes Rangeproof Cache Validation Bug
- Liquid Incident Working Theory
- Block Applies to Establish Builders Bank
- Block Seeks Bank Charter to Custody Bitcoin
- Bitcoin’s Overlooked Promise: Freedom
- Dan Morehead Says Bitcoin Will Massively Outperform Gold
- Failed Bond-Market Move Lights a Fire Under Bitcoin
- Dan Morehead Calls Bessent’s Bond Buyback a Mistake
- The 60/40 Portfolio and a Changing Monetary System
- Bond-Market Stress Spooks Investors
- Global Investors Sound the Alarm on Debt
- What Would a Fiscal Crisis Look Like?
- Warsh and Bessent Clash Over the Fed and Bond Market