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

King Dollar is back, the debasement trade is supposedly dead, and Bitcoin is left testing the one question that matters: what happens when Saylor stops buying? 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 Show Notes Fiscal Dominance: A Primer This Is The End Of The Dollar System | Jeff Ross Stanford Wiki Vocabulary Dataset Strategy Opens Door to Bitcoin Sales as Treasury Model Faces Stress Test Strategy: Bitcoin As A Treasury Model Faces Stress Test Michael Saylor Breaks Silence as Strategy Stock Sinks Michael Saylor Fires Back: “I Never Said The Company Wouldn’t Sell Bitcoin” Canaan’s Bitcoin Mining Heat Greenhouse Initiative Mining Bitcoin, Growing Tomatoes

Bitcoin gets dragged back into the fiat casino as the AI capex bubble starts to crack, while BIP-110 shifts from internet drama to a real fork-risk countdown. 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 Show Notes Trump Quantum Executive Orders Trump EO Signing Remarks Trump Executive Orders, 2025 Jack Mallers Bitcoin Speech Arthur Hayes on AI Crash and Bitcoin BIP 110 and the Future of Soft Forks Knotzi Death March Countdown BIP 110 Forking Dynamics Start9 on BIP 110 All the Fork Risk of BIP 110 State of Transaction Privacy Work in Bitcoin Fed Requests Comment on Stablecoin Issuer ID Rules

Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bitcoiners can’t afford to look away. 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 Show Notes Consumer Inflation Up Over 4% Annual CPI Inflation Surges to 4.2% Consumer Price Index Summary: May 2026 Consumer Debt Rises Amid Worsening K-Shaped Divide Explaining the K-Shaped Economy Bitcoin Bulls Eye Yield-Curve Control Surging Dollar Revives Plaza Accord Talk Bitcoin’s War Rally Challenges the Digital Gold Narrative Bitcoin Steadies as Iran War Worries Ease

IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making. 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 Show Notes CPI inflation report May 2026: Prices rose 4.2% annually Consumer prices rose 4.2% annually in May, highest in three years - YouTube You can’t print molecules Bitcoin’s Worst Week Since FTX Crash Signals More Pain Ahead The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day - MarketWatch US inflation tops 4% for first time in three years as oil prices jump | CNN Business Bitcoin Treasuries Shed $62B in Deepening Crypto Rout - YouTube Will Bitcoin Keep Crashing?! - YouTube Treasury Market Signals Rates Need to Be Higher - YouTube

Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it. 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 BIP-110 expected fork time bitnod.es Strategy Sold 32 Bitcoin… And That's A Good Thing. MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May Can the stockmarket swallow Anthropic, SpaceX and OpenAI? Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak | ZeroHedge AI productivity: not a miracle yet - DWS Markets have overestimated AI-driven productivity gains, says MIT … Inflation data suggests Fed should be hiking rates, not cutting them …

Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why this hold will look easier in hindsight than it feels right now. 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 (BTC) ETFs crushed by outflows as bond market stifles interest-rate reduction hopes Bitcoin demand gauge sinks to worst level since December as spot buying weakens Strategy Buys Back $1.5B of Debt at Discount Mined in America Act Would Put Bitcoin Network at Risk Tethered to the Empire - by The Bitcoin Pharaoh Bitcoin options are coming to Nasdaq. Here's what it means for you HYPE funds attract millions as investors dump bitcoin and ether ETFs Vitalik Biterin breaks silence about Ethereum Foundation amid community frustration

Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI. 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 This Bond Selloff Isn't Over Just Yet Arthur Hayes: The Fed will fund the government Sen. Moreno: I paid taxes with Bitcoin in 2016 Senate Banking Committee passes the CLARITY Act, 15-9 CLARITY Act Clears Senate Banking: What Comes Next? The Facts: The CLARITY Act Warren Statement on No Trump Ethics Provision in Crypto Bill Elizabeth Warren says new crypto legislation will “turbocharge” corruption Lummis-Gillibrand 2023 Bill PDF US Senators Introduce Comprehensive Stablecoin Bill

They want to blame the war, but the split was already there. This week, I follow the K-shaped economy under the headlines, and Bitcoin’s uncomfortable signal: adoption is accelerating, and so is domestication. 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 US consumer prices rise 3.8% as Iran war sends energy … Inflation spikes to 3.8 percent in April, higher than expected PPI report: Wholesale prices rose 0.5% in April, more than expected Widening K-shaped economy pattern across income groups K-shaped economy is showing up at the gas pump: NY Fed - The Hill What is the K-shaped economy, where the rich are getting … - Fortune The economy is cracking. This trend is most alarming. Senate confirms Kevin Warsh as Fed governor, clears way for chair …

Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out. 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 Boost Question Sayor Selling his coins: Bait and switch? Show Notes Bitcoin Is At An All-Time High Higher Energy Prices from Iran War Will Drive World Into Recession, Says Citadel CEO Ken Griffin OPEC Is Breaking Up Citadel's Ken Griffin Says Iran War Threatens Global Recession Citadel's Ken Griffin: Global Recession Inevitable if Strait of Hormuz Stays Shut Chevron CEO Says Shortages in Oil Supply Will Begin Appearing Chevron CEO Says Global Oil Supplies Are Tightening Bessent Says Powell Staying On Is a Violation of Fed Norms Bessent Criticizes Powell's Plan to Stay on Fed Board

I came away from Bitcoin 2026 with one clear signal: beneath the circus, something more permanent is being built. 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 Boost Question Is Polymarket the bigger Bitcoin distraction? Links Yahoo Finance Analyst: Bitcoin Moving From Acceptance to Adoption Jeff Park: IBIT Options Could Fuel New Bitcoin Highs White House Teases Strategic Bitcoin Reserve Announcement Rep. Begich to Introduce Strategic Bitcoin Reserve Bill Attorney General Says Bitcoin Developers Won’t Be Prosecuted Paul Tudor Jones Calls Bitcoin the Best Inflation Hedge CNBC: Senate Vote Coming on Warsh Confirmation Lummis Says Crypto Market Structure Markup Coming in May Begich Renames Bitcoin Reserve Act Begich Reads Self-Custody Protection Bill Novogratz: Saylor Buying Could Trigger Bitcoin Supply Shock

A behind-the-scenes look at what got cut from last week’s episode with Chris’s new show-prep workflow. Think of it as an audit, out in the public.

Bitcoin isn’t being normalized by hype, but by strain. As the Fed loses credibility, it looks less like a trade and more like a necessity. 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 Boost Question If Kevin Warsh Makes it… Will he cut rates? Or - will he battle it out with Trump? Show Notes Bitcoin Price Passes $75,000 As Iran War Turns It From ‘Digital Gold’ Into Geopolitical Settlement Bet UK Lawmaker Calls For Probe Into Nigel Farage’s Bitcoin Ties Tether Moves Over $70 Million In Bitcoin To Reserves, On-chain Data Shows Covenant AI Leaves Bittensor Amid Decentralization Concerns, TAO Drops 18% Bittensor Token Plunges as Top Builder Departs Over Decentralization Doubts Bittensor's TAO Risks 45% Dip Amid 'Decentralization Theater' Accusations Trump's Fed Pick Warsh Reveals Stake In Bitcoin Startup Flashnet Bitcoin Moves Past Halfway Point In Halving Cycle As Supply Tightens Toward 2028