This Week in Bitcoin

This week dives into the unexpected surge in U.S. GDP and its impact on Bitcoin's perception. The discussion highlights tensions around Jerome Powell’s leadership, including a criminal investigation. Retail interest in Bitcoin appears to dwindle, with larger institutions stepping in. Bitcoin versus gold as a hedge sparks a lively debate, while the political landscape casts further doubt on the Federal Reserve’s credibility. Insights on corporate Bitcoin demand and the growth of the Lightning Network round out a compelling conversation.

The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for Bitcoin. 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: BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS Stats from Jameson Lopp (@lopp) BTC Map on X said: "Square was a big contributor, but we've seen growth across the board." Venezuela 600,000 BTC Shadow Reserve Claim Explained Venezuela will ship sanctioned oil to U.S. indefinitely, sources say Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve. Strategy Pares Gains On New MSCI Rule "BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind. Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters 'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block 60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity. Music Tokyo Citadel Remix (Single) By: Reel Richard

A deep dive into the tumultuous sentiment surrounding Bitcoin reveals creative FUD driving fear and uncertainty. The hosts break down astonishing market moves, including rapid price drops and massive liquidations due to alleged manipulation. Discussion shifts to the implications of quantum computing as a new source of anxiety for investors. Insights into ETF dynamics and the motives behind whale activity shed light on the pressures in the market. Tune in for a lively analysis of the complexities that impact Bitcoin's future.

The Fed cuts rates again and quietly pivots to baby-QE. How this shift could finally blow up Bitcoin’s four-year cycle. 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 Dow gains almost 500 points, S&P 500 ends shy of record high after Fed’s final rate cut of 2025 bolsters case for early start to ‘Santa Claus rally’ Here are the five big takeaways from Wednesday's Fed rate decision Fed interest rate decision December 2025: BIP The Cat - Draft discussion - Protocol Design - Delving Bitcoin The-Cat: Draft BIP: Non-monetary UTXO cleanup (“The Cat”) and related materials. Stablecoin Adoption Could Stifle Central Bank Control, IMF Warns - Decrypt Acting CFTC chairman Caroline Pham on new crypto collateral pilot program - YouTube I Wasted 8 Years of My Life in Crypto The $100 TRILLION Problem No One is Connecting To BITCOIN - YouTube Music Apex By: Empath Eyes

A major market ripple unfolds as the yen carry trade unravels, impacting Bitcoin's trajectory. The host dives into why Bitcoin thrived during Fed tightening, highlighting liquidity as a key player. Vanguard's surprising pivot to crypto ETFs sparks market enthusiasm, while institutional giants like Bank of America embrace crypto access. The discussion touches on ongoing concerns about a potential bear market and how to hedge effectively. Plus, amusing takes on Bitcoin's origin remind listeners of its wild journey in the financial landscape.

A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters. 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 The Dumbest Trade of 2025 Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’ MSCI Review Puts Digital Asset Treasury Companies Under Pressure JPMogran Prospectus Filed THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube Part 1: My Life Is a Lie - by Michael W. Green Ethereum has much bigger problems with quantum than Bitcoin. Bitcoin Rally To $112K Depends On Four Catalysts Bitcoin Price Roars Past $90,000 On Strong Wall Street News US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By Investing.com Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump Music Epiphany Rising By: Justin Lantrip

Discover the intriguing twists in Bitcoin's four-year cycle and why it's possibly cracking under macroeconomic pressures. The discussion weaves through the impact of Trump's policy, emerging trends in central bank purchases, and Mike McGlone's controversial predictions. They delve into liquidity’s role in market shifts and the ongoing debate over filter forks and censorship risks. Plus, strategies for navigating these turbulent waters, including insights on dollar-cost averaging vs. sniping, keep things lively!

Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning. 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 Why Bitcoin’s Sideways Trend Could End With a Surge to $180K Samourai Wallet Dev Sentenced to 5 Years in Prison Samourai Wallet CEO Sentenced To 5 Years For Bitcoin Mixing The Rage on X: The judge did not seem particularly sympathetic Doing some mempool sleuthing on Lava Bitcoin lending app Lava quietly shifted its custody model. Users are demanding answers BIP draft: Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips ADP tracker now shows economy may have lost jobs in October - YouTube New signs of economy struggle with chain and fast-food restaurants - YouTube China accuses US of $13 billion Bitcoin heist in explosive cyber theft report | Invezz A record ~14% of student loans transitioned into 90+ days delinquency in Q3 2025 Music KNEW ALL ALONG - Suzanne Santo

The U.S. shutdown has sidelined a trillion dollars, starving markets and Bitcoin alike. Whales are having their IPO moment, treasury stacks are shrinking, and now BIP-444 drops a fresh dose of chaos into the mix. 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 Tomas on X: "OK, lots of bad takes on X over the past few days. How Bitcoin Liquidity Has Been Affected by the Government Shutdown - Decrypt Bitcoin’s Silent IPO: Why This Consolidation Isn’t What You Think The Truth About Why Bitcoin Isn’t Exploding (Yet) - YouTube Ted on X: "This isn’t a good sign. 🚨 That’s the second Treasury company I’ve seen selling Cory 🦢 Bitcoin @ Swan.com on X: Was too leveraged, at nearly 50%. In the initial raise, there was supposed to be significantly more in the PIPE, but at close it was $195M of equity, $189M of debt. Much more flexibility at lower leverage, eg for buybacks." Could the AI bubble pop? - YouTube BIP-444 Explained: The Bitcoin Soft Fork Proposal Dividing Developers and the Community Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips The BIP 444 proposal is incredibly bad Luke Dashjr on X: if someone mines CSAM, BIP 444 will activate to reject that block. The only way technically to then reject BIP 444 is to add a checkpoint pinning the CSAM in the chain" My Video on BIP-444: Ok, WTF Is going on with BIP-444? I Music Kick It - By: Caroline Hale

Recent Fed rate cuts have sparked discussions on their impacts, while the AI sector grapples with layoffs and hiring practices. The rise of Bitcoin-backed loans is highlighted, with platforms like Ledn approaching $1 billion in originations. JPMorgan's surprising move to accept Bitcoin and Ether as collateral sheds light on changing financial landscapes. CleanSpark's pivot to AI data centers raises questions about energy use and mining. The conversation also delves into multi-sig privacy improvements and Lightning Network innovations.