Global Carry Trades & Bond Yield Signals

Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.

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

• Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle?
• ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News
• Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle
• Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap
• Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube
• The Czech National Bank has purchased digital assets for the first time in its history. 🌐
• Mike Kelly on X OFAC Fears
• Trump promises $2,000 tariff checks by mid-2026

Music

• Auto Inter Woven Minds By: Longy