AI Infrastructure, Government Spending, and Markets

Bitcoin sentiment has turned ugly, and the excuses are getting creative. We expose the perfect FUD driving quantum panic, cycle mythology, and weak macro narratives at precisely the wrong moment.

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:

• Manipulation? Bitcoin Drops $2,000 in 35 Minutes, $132M Longs Liquidated
• BREAKING: Bitcoin dumped $3,200 from $89.8k to $86.6k and liquidated $203 million worth of longs. All this happened in last 60 minutes with no major negative news or FUD.
• $200 million worth of levered longs were liquidated with Bitcoin now down to $86,000. That’s a $140 BILLION swing()
• Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical) - YouTube
• Luke bailed
• Longtime bull makes 'ugly' prediction for gold rival
• This is the first time he’s openly admitted selling BTC to buy back lower — framing it through the classic 4-year cycle and a broader 2026 market reset.
• Bitcoin is humbling bc it doesn’t care about your patterns
• You're selling BTC in favor of other technological platforms equally, if not more so, affected by powerful quantum computers.
• Lawrence Lepard: "Anybody who has zero Bitcoin is really missing the most asymmetric bet that I have ever seen."
• Glassnode data shows whales accumulated 269,822 BTC
• Fidelity reports that Bitcoin's 4 year cycle may be over 👀 Investors "believe we could be entering a supercycle
• WHY assume whoever builds a quantum computer that can crack old wallets would be SELF DESTRUCTIVE???
• Bitcoin RSI flashes MAJOR reversal signal
• If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you.
• Why private credit is creating major concerns among economists - YouTube
• Will 1 Bitcoin Be Generational Wealth? Whales Selling, Legacy Planning & Price Drivers - YouTube

Music

• Kentucky Sore by Justin Lantrip