91: The Wrong Kind of Hawk
4 February 2026
Power shifted, expectations broke, and markets blinked. Short-term thinking is being rewarded again, even as the long-term bill quietly grows.
Hosts
Episode Links
- 🇺🇸 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
Show Notes:
- Fed chair nominee Warsh may want smaller Fed holdings, but that’s not easy to do
- Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve
- Wall Street can’t get a handle on Kevin Warsh. Expect a volatile market until it does.
- Kevin Warsh, Don Kohn on quantitative easing and inequality - YouTube
- Kevin Warsh will inherit a challenge no Fed chief has faced since post-World War II | Fortune
- Looking at price action and the 14 day RSI, Bitcoin never entered historically “overbought” territory in 2025
- CLARITY Act Could Become Law by April 2026, Industry Leaders Optimistic
- Text - H.R.3633 - 119th Congress (2025-2026): Digital Asset Market Clarity Act of 2025 | Congress.gov | Library of Congress+Morning Minute: Trump’s Crypto Entanglements Threaten CLARITY Act Timeline
- House Committee on Financial Services - Democrats on X: “Trump family’s cryptocurrency firm “World Liberty Financial”
- The Bitcoin vs Gold Debate: Saifedean Ammous vs Peter Schiff - YouTube
- River’s Founder Alexander Leishman 🇺🇸 on X
- River on X: “Bitcoin has value because we value Bitcoin.
- Alby Sandbox
- Alby-agent-skill: Build lightning wallet functionality into your apps with your favorite agent, without hallucinations
- Introducing Alby Sandbox
- 👋 Introduction | Boltz API
- Full Setup Guide | Start With Bitcoin
Music