As the AI trade cools and Washington leans harder on the bond market, Bitcoin and hard assets are reminding investors that credibility is the one thing you can’t print.

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

• Bessent’s Treasury Buybacks Could Exceed $4 Billion
• Druckenmiller Slams Bessent’s Bond Buybacks
• Druckenmiller Calls Treasury Bond Buying a Mistake
• Citi Economist Says Bessent’s Bond Plan Won’t Work
• Citi: US Fiscal Position Is Absolutely Out of Control
• Dollar Debasement Talk Returns
• Bessent’s Buyback Revives the Debasement Thesis
• Bessent’s Bond Rescue Worked Better for Bitcoin
• Bessent Kicks Bitcoin’s Debasement Trade Into Another Gear
• Bitcoin Posts Best Week in Three Years
• Bitcoin and Gold: It’s Difficult to Be Bearish
• Should Investors Be Bullish on Bitcoin’s Latest Surge?
• Coinbase Institutional Weekly Market Commentary
• BlackRock IBIT SEC Filing
• Bitcoin Halving and Supply
• Lightning Labs Taproot Assets v0.8
• Bitcoin, ETFs and the Crypto Short Squeeze
• Major Rotation Hits the Bull Market
• The Biggest Tech Trend We’ve Ever Seen
• Scott Bessent Plants the Seeds for a Crack-Up
• US Treasury Fiscal Data
• Treasury Disrupts Iran’s Strait of Hormuz Financial Network
• Treasury Broadens Sanctions Against Iran
• Bessent Expands Iran Sanctions Against Chinese Firms
• Treasury Launches Operation Economic Outcast
• Bessent Warns Countries to Cut Financial Ties With Iran
• Treasury’s New Approach to Iranian Sanctions Evasion
• The Double-Edged Sword of Dollar Sanctions
• Coin Stories with Natalie Brunell