Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave CollumCapitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down.Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control.⏱️ Timestamps:0:00 - Intro1:27 - Simon Moves Goalposts on Iran Deal5:27 - Timing Iran Deal with Major IPO Liquidity8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales9:33 - Gamma Squeeze Driving Equity Ponzi Scheme11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears13:56 - America Not Sovereign, Controlled by Financial Complexes15:15 - Fed Must Expand Balance Sheet to Fix Bonds16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion22:17 - Passive Flows Insufficient for $3 Trillion IPOs37:11 - China Could Rug Pull Bonds, Stocks, Commodities42:18 - DeepSeek Moment Reveals China's AI Advantage49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical53:26 - BlackRock Aladdin Directs All Institutional Flows1:00:31 - Central Banking Ponzi Scheme Math Exposed1:14:31 - Thomas Massie and Mafia Model of Power1:38:33 - Bitcoin Self-Custody: Exit from Transnational Capital1:44:24 - Larry Fink, Strategy Not Bitcoin Allies1:47:50 - Build Circular Bitcoin Economy to Exit System1:57:46 - Follow Simon Dixon and Dave Collum• About Simon DixonX: @SimonDixonTwittYouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ • About Dave CollumX: https://x.com/DavidBCollum• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Roman Yampolskiy → https://youtu.be/zJuD3tBSJWg⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #SimonDixon #Dave Collum #preciousmetals #gold #IranWar #GeopoliticsExplained #FollowTheMoney #GlobalReset #MultiPolarWorld #StraitOfHormuz #FinancialIndustrialComplex #BitcoinMacro #BTCSessions #Geopolitics #WorldOrder #BitcoinPodcast #SelfCustody #Bitcoiners #MacroEconomics #MiddleEast #IranConflict #aistocks