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
Bitcoin, macro, markets, and the stories behind the headlines. This Week in Bitcoin breaks down what happened, why it matters, and what it means for Bitcoiners. New episodes every week.