Hot inflation, hawkish Fed officials, and cracks in the AI trade are testing Bitcoin’s resolve, and long-time holders have seen this kind of chaos before. Episode Links 🎉 Boost from the Web ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. 🇺🇸 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 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Bitcoin Falls After Hot October CPI Bitcoin Holds $73K as Stablecoin Supply Shrinks MSCI Rules on Whether to Remove Strategy From Its Indexes MARA Sells 13,597 BTC for $1.1 Billion Bitcoin ETF Outflows Hit $95 Million BlackRock IBIT Sees Record Bitcoin Custody Swaps LNbits Releases Urgent 1.7.0 Security Update After Attacks Drain Funds LNbits 1.7.0: security update and upgrade guidance Ethereum Falls Nearly Twice as Far as Bitcoin

From exchange breaches to AI fueled growth promises, everyone wants your trust, but you’re the one paying when it breaks. Episode Links 🎉 Boost from the Web ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. 🇺🇸 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 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Bitcoin Holds Near $78K as Binance Reopens Withdrawals Binance Reopens Withdrawals as Hack Recovery Continues Binance Hack: What We Know North Korea Likely Behind $6.4 Billion Binance Hack Mercado Bitcoin Hit by $40 Million Hack Mercado Bitcoin Halts Withdrawals After Security Incident BTCPay Server Security Incident Affecting 2.4.1 and Earlier Strategy Buys 811 Bitcoin for $65.5 Million Citi Raises Bitcoin Target to $113K

As the AI boom collides with financial reality, Bitcoin faces a new wave of doomsday predictions, even as some of finance's biggest names quietly bet on its future. Episode Links 🎉 Boost from the Web ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. 🇺🇸 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 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Bitcoin Holds Near $80.8K as Fed Keeps Rates at 3.75% Fed Holds Rates Steady as Bitcoin Eyes December Hike Risk Bitcoin Shows a Major Sign of Strength BlackRock Resumes Buying Bitcoin as Price Reclaims $81K Bitcoin ETF Inflows Reach $176 Million Bitwise Raises Bitcoin Target to $1.6 Million by 2036 VanEck Launches Wealth Builder ETF With 2% Bitcoin Target MARA Moves 4,860 Bitcoin in October Trenton Johnston Sentenced in $13 Million Bitcoin Impersonation Scam Austin Trip Day One: Bitcoin All Around

As markets weigh a spectacular collapse against a controlled unwind of the AI boom, Bitcoin is showing surprising strength and may emerge as the unexpected winner. Episode Links 🎉 Boost from the Web ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. 🇺🇸 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 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Bitcoin Finds Support but Not a Breakout What Falling USDT Supply Means for Bitcoin’s Recovery Bitcoin Blasts Past $84K as Traders Eye $90K JPMorgan Publishes First Long-Term Bitcoin Price Forecast Saylor Sees Bitcoin Bull Run Lasting Four Years Bitcoin ETFs Post Best Day in Nearly a Month BlackRock IBIT Takes in $665.2 Million BlackRock Proposes ETF Designed to Cushion Bitcoin Losses FINMA Approves Switzerland’s First Direct Bitcoin ETF

Energy inflation squeezes the Fed and bond market, while businesses quietly stack Bitcoin. And what the numbers reveal is surprising. Episode Links 🎉 Boost from the Web ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. 🇺🇸 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 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Is Bitcoin’s Rally a Debasement Trade or a Short Squeeze? Bitcoin Price Falls After Hotter-Than-Expected CPI Standard Chartered Launches Bitcoin and Ethereum Trading in the UAE Sberbank Wins Approval to Trade Bitcoin Bitcoin Posts Best Third Quarter Since 2017 Bitcoin Hashrate Stabilizes After Sudden Plunge Metaplanet and Strategy Prioritize Share Buybacks Over Bitcoin Purchases Businesses Already Own 8% of All Bitcoin Fold Reserve 10-Year Treasury Yield Hits Highest Level Since 2002 CPI

They're finally admitting inflation is the plan for America's debt. Will the market recognize Bitcoin as the escape hatch before the damage is done? 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 BlackRock Says AI Agents May Save in Bitcoin for Long-Term Value Preservation Jack Mallers Announces Stacks for Strike Savings Why Bitcoin Dropped $2,000 in 20 Minutes Charles Schwab Says U.S. Investors Want More Crypto Exposure Arch Lending Makes the Case for Bitcoin-Backed Loans U.S. Government Moves $103 Million in Seized Bitcoin and BNB Russia’s Sberbank Gets Approval to Custody Bitcoin Robinhood Adds $25 Million in Bitcoin to Its Treasury Ledger Adds Bitcoin-Backed Loans Through Morpho

Everyone in charge of money lost the plot this week. Bitcoin never had one to lose. 🎉 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 Bitcoin Core 32 Enters Final Testing Liquid Network Security Incident Assessment Block Adds Lightning Payments to x402 for AI Agents Sparrow Wallet 2.5.5 Released After Security Reviews BTCPay Server 2.4.4 Blocks New LND Takeover Route Bitcoin ETF Inflows Leave Institutional Demand Unclear Bitcoin Tests Long-Term Holder Supply Cluster Bitcoin Hovers Around $84,000 After Gold Tumbles Luke Gromen Fades Bitcoin While Stayin

Bitcoin ripped when the old narratives said it shouldn’t. How we got here and what it means for the four-year cycle. 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 Hegseth Confirms Bitcoin as a Strategic Asset White House Crypto Report: Key Takeaways Strategic Bitcoin Reserve Executive Order Bitcoin Absorbs Fed Hike and CLARITY Failure White House Shifts Bitcoin Rule Push to Regulators Bitcoin ETFs Take Nearly $1 Billion in a Day Bitcoin Flashes Signal Linked to Past Bull Markets Strategy Resumes Bitcoin Buying as Strive Gains More BTC per Share Tesl

The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within. 🎉 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 Fed rate decision September 2026: Rates rise to 3.75%-4% Here are five key takeaways from Wednesday's Fed rate hike CLARITY Act Fails Senate Cloture Vote CLARITY Act Falls Short in the Senate Digital Asset Market Clarity Act Text Strategic Bitcoin Reserve Bill Heads to House Committee American Reserve Modernization Act of 2026 House Financial Services Committee on Digital Asset Legislation Bitcoin ETFs Record $450 Million Outflow

The legacy system is breaking down as Bitcoin infrastructure builds up. From bond-market stress to Liquid’s 4,000 BTC crisis, the weakest links are showing. 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 Liquid Network Exploit Drains 4,000 BTC From Federation Reserves Liquid Network Hit by $320 Million Exploit Liquid Rangeproof Bug: Nobody Broke the Math Liquid Network Incident Technical Report Elements Fixes Rangeproof Cache Validation Bug Liquid Incident Working Theory Block Applies to Establish Builders Bank Block Seeks Bank Charter to Custody Bitcoin Bitcoi

A structural shift is taking hold across markets, institutions, and Bitcoin. And this week, it suddenly felt a lot more permanent. 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 OCEAN and Luke Dashjr Joint Statement Crypto Misses the Macro Trade Bitcoin, Gold and Fed Liquidity The AI Mid-Cycle Slowdown Bitcoin to Hit $82,000 in September: Kalshi Capital B Raises €7.6M From Adam Back To Another Bitcoin Buy 9/11 Families File Claim Over US Bitcoin Holdings Trump's Crypto Push and Bessent's Treasury Moves Bessent Bets on Stablecoins for Treasury Demand PACTs: Protecting Bitcoin From a Quantum Sunset

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

Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about. 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 BIP-110 Post Mortem Luke Dashjr Proposes BLAKE2b Bitcoin Hard Fork Monetary Nodes: A Spam-Free Bitcoin Without a Fork Lyn Alden on Bitcoin Fee-Based Security Bitcoin ETF Inflows Hit $137 Million Treasury Doubles Long-Term Bond Buybacks Treasury Steps In as Long-Bond Yields Surge Critical Takes on Treasury's Bond Buyback Intervention Why Bessent Is Playing With the Treasury Market US Debt Forces Investors to Demand Higher Returns

Why BIP 110 failed, what its three block fork revealed about Bitcoin consensus, and the push for a proof of work change, plus weakening jobs and NVIDIA’s new AI asset class that could become an even bigger liquidity vacuum for Bitcoin. 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 Absolutely. I removed the duplicates, stripped tracking/query cruft where possible, tightened the titles, and grouped the Bitcoin/security stories first, followed by macro/jobs and then the miscellaneous research links. ZEUS Goes Offline After Cybersecurity Incident BTCPay Server 2.4.2 Security Advisory COLDCARD Entropy Failure: Technical Autopsy COLDCARD Attackers Begin Laundering Stolen Bitcoin Bitcoin Red Team Expands Ecosystem Security Audit Bitcoin Red Team Reports Thousands of Findings Blockstream Announces Swaps Floresta 2026 Node Roadmap Libbitcoin Is Coming

We unpack the widening Coldcard fallout, the uncomfortable lessons Bitcoiners need to face, and a major macro intervention that reveals just how trapped the financial system has become. 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 COLDCARD Mk3 Seed Generation Warning COLDCARD Entropy Issue: Technical Background Predictable RNG Fallback in COLDCARD Firmware COLDCARD Entropy and Nonce Analysis COLDCARD TRNG Recovery Fix When random.bytes() Runs but Doesn’t Work COLDCARD’s Random Numbers Weren’t Everything to Know About the COLDCARD Hack How COLDCARD Wallets Lost $70 Million COLDCARD Exploit Shakes Faith in Self-Custody

An urgent warning for COLDCARD users: Coinkite says funds tied to seeds generated on some Mk3 devices may be at risk, and we examine why other hardware wallets could be next. 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 Mk3 Security Advisory | COINKITE Blog Bitcoin News on X: "BITCOIN CORE DEVELOPER: “SORRY, THIS IS THE TIME TO PANIC” Nick Neuman on X: "It sounds like Mk4, Q, and Mk5 are also vulnerable in a different way than Mk3. Zero-Knowledge Goof (Loop master general) on X: "MK4s are vulnerable but are millions of times harder to steal from.

Bitcoin did not emerge from a vacuum. We trace the decades of ideas that made it possible, and revisit the early days when it all came together. 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 David Chaum demonstrates electronic cash at the first World Wide Web Conference (1994) David Chaum and Adam Back reflect on DigiCash, Hashcash, and the crypto wars Adam Back explains Hashcash and its original anti-spam purpose Nick Szabo discusses cypherpunks, bit gold, and Bitcoin's predecessors Adam Back: Hashcash — A Denial of Service Counter-Measure Wei Dai: b-money Nick Szabo: Bit gold Hal Finney: Reusable Proofs of Work Satoshi's correspondence with Adam Back and Wei Dai Satoshi Nakamoto: Bitcoin — A Peer-to-Peer Electronic Cash System Plan B

Open source AI is shaking the capex boom, energy inflation is tightening liquidity, and gold’s old weaknesses are back in focus, while BlackRock and even gold bugs keep making the case for Bitcoin. 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 Foundry Asks Miners to Vote on BIP-110 BIP-110 Deadline Nears With Zero Miner Support What Is BIP-110? Michael Saylor Opposes BIP-110 Bitcoin Core on Transaction Relay Policy Bitcoin Macro Strategy Lyn Alden Launches Bitcoin-Backed Investment Firm Orange Juice Raises $40 Million for Bitcoin Treasury Strategy Lyn Alden’s June 2026 Newsletter

Markets cheer cooler CPI and rate-cut hopes as another energy shock builds beneath them. Meanwhile, BIP-110’s August 8 signaling deadline brings Bitcoin closer to a possible chain split. 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 Bitcoin Rallies on Cooler Inflation Bitcoin Recovery Needs Fundamentals Bitcoin ETFs Lose $4.5 Billion in 2026 Bitcoin Eyes a $63.3K Breakout BIP-110 Could Fork or Miss Activation Bitcoin Debates BIP-110 Activation Bitcoin Node Surge Raises Manipulation Claims White House Plans CLARITY Act Meeting Fe

Bitcoin passes The Saylor Test as Strategy sells and the market shrugs, while weak jobs, energy shocks, Fed risk, and BIP-110 politics turn one green week into a bigger stress test. 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 Show Notes Blockstream Q2 2026 Update Bitwise on STRC, MSTR, and Cycle Dynamics Oil Jumps as Trump Says Iran Deal Is Over SpaceX Moves Bitcoin Wallet Funds Bitcoin Sees Relief From ETF Inflows Ordinals Adds BIP-110 Support OpenAI Proposes U.S. Government Stake OpenAI in Talks Over Trump Administration Stake Bitcoin Pressured as U.S.-Iran Tensions Lift Oil