Episodes
From Election Day drama to Market mania: Unpacking the recent surge in Bitcoin and stocks. Is this a hype cycle or something more? Let's follow the money and find out. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company LINKS: "Assets in the US spot bitcoin ETFs are now up to $84bBitcoin mania taking over the stock market too as Coinbase and Microstrategy are both in Top 5 most traded stocks todayInvesting Bitcoin in Retirement Accounts Adopting Bitcoin - High-signal Bitcoin conference...
Published 11/11/24
Published 11/11/24
Trump's nine Bitcoin promises examined – plus how a perfect macro storm is set to usher in BTC's new golden era and shatter all-time highs. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company LINKS Bitwise CIO says “We are entering the Golden Age of Crypto.”Bitcoin breaks new all-time high above $74,000 amid Trump's early lead on Election Day | The BlockThe Crypto Industry’s Spending on the Election Pays Off - The New York TimesBitcoiners celebrate as Bernie Moreno ousts Sherrod Brown,...
Published 11/06/24
Bitcoin's sweet 16 has never looked better. This week, I'll unpack the hard data behind the new wave of adoption that's transforming magic internet money into mainstream reality. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company LINKS: BTC ETFs Record Massive $870 Million InflowsBTC price risks new 'FOMO' top as Bitcoin ETF inflows near $1B dailySpot Bitcoin ETFs on track to overtak Satoshi Nakamoto's BTC holdings by year-end IBIT took in more $$$ *today* than all but 7 of the 590+ ETFs...
Published 10/31/24
The Quiet Part Said Loud: Central banks finally admit why they fear Bitcoin - and it's not about protecting you. Breaking down the latest attacks from the ECB and Minneapolis Fed. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company LINKS: The distributional consequences of Bitcoin by Ulrich Bindseil, Jürgen Schaaf :: SSRNECB's Lagarde says bitcoin conducted ‘funny business’ - YouTubeChristine Lagarde avoids jail despite being found guilty of negligenceBlockchain's Role in Mitigating...
Published 10/23/24
Assets are soaring, but the real economy is crumbling. What gives? I'll break it down. Plus: Bitcoin's lifeline for small businesses, Liz Warren's crypto crackdown sparks outrage, and the Trump Coin crashes and burns. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Crude Oil - Price - Chart - Historical Data - NewsMicroStrategy sets sights on $1T valuation as bitcoin bankMicroStrategy price target raised to $225 from $173 at Barclays - TipRanks.comMicroStrategy Shares Hit New...
Published 10/16/24
A breakdown of HBO's Money Electric: The Bitcoin Mystery "documentary" and how they got it wrong. Plus, a look at some challenges facing Bitcoin miners and the IMF talking tough. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Is Bitcoin Inventor Satoshi Nakamoto Actually Peter Todd?Blockchain's Role in Mitigating Illicit FinanceU.S. to sell Silk Road Bitcoin: 69,370 BTC to enter market FBI doxxed their walletsIMF: El Salvador Should Narrow The Bitcoin Law Reach To Access...
Published 10/09/24
How world events impact Bitcoin, why investors are turning cynical, and the one Bitcoin metric that's right 83% of the time. Plus, some FUD busting and how Visa banned Apple from integrating Bitcoin and more into Apple Pay. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Bitcoin: A Global Liquidity Barometer - Lyn AldenIt Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis | ZeroHedge'THIS IS NOT GOOD NEWS': Payne explains 'worrisome'...
Published 10/02/24
Three game-changing shifts this week will reshape the average Bitcoin holder and reignite centralization concerns. What just changed, what's driving the urgency, and how will it impact the Bitcoin network. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links Christine Lagarde - Stabilizing Inflation & Regulating AI for the Global Economy | The Daily Show - YouTubeSEC Greenlights Options Trading for BlackRock’s IBIT Spot Bitcoin ETFWho Owns the Most Bitcoin in 2024? | RiverJeff...
Published 09/24/24
Why a .5% rate cut is such a shock, what Bitcoiners should watch for next, and where to find the signal long-term. I also share my thoughts on Trump's DeFi token, project updates, and more. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links Fed cuts rates by a half point at September 2024 meetingFederal Reserve goes big with half-point interest rate cut, its first since 2020Fed moves to protect weakening job market with bold rate cutThe Fed is making its WORST policy mistake since...
Published 09/20/24
Using a Bitcoin lens, I'll explain why the housing market is propping inflation numbers up and why traditional "experts" can't explain it. Plus, a Bitcoin reality check, my thoughts on a town that claims to be getting sick from the local Bitcoin mine,  a visit to noobie corner, and a lot more. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links Here’s the inflation breakdown for August 2024 — in one chart37% of US small businesses have seen their earnings drop over the last 3...
Published 09/11/24
A breakdown of Bitcoin credibility attacks this week, plus a review of some macro-sickness and the no-good, real lousy month for Bitcoin miners. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links Americans Are Really, Really Bullish on Stocks - WSJEconomic & Market Update | J.P. Morgan Asset Management"Nikkei 225 down 3.7% and the usd/yen headed lower. Looks like we are about to find out how much of that Yen Carry Trade is still out there.Government hiring is inflating jobs...
Published 09/04/24
US employment fell by 818,000 jobs in the latest Government revision. I'll break down the report and what it means for Bitcoin. Plus, a batch of news, Bitcoin basics, and more. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company News Links The Bitcoin Office (@bitcoinofficesv): "🇸🇻EL SALVADOR CONTINUES TO TRAILBLAZE! El Salvador will soon begin providing #Bitcoin instruction and certification to 80,000 public servants." | X CancelledIllicit Finance - National Crime AgencyGerman...
Published 08/21/24
Job done! Didn't you notice? Inflation has been licked; the Yen carry trade is nearly wound down, and the fed is about to cut. What could go wrong?! Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Wholesale inflation shows few warning signs. Fed interest-rate cut still on track.US PPI July 2024: Producer Prices Increased by Less Than Forecast - BloombergCredit Card and Auto Loan Delinquencies Surge in the Second Quarter – MishTalkThursday morning JP Morgan said 75% of the carry...
Published 08/14/24
The four horsemen of the apocalypse are riding roughshod over Bitcoin… and the no-coiners are cheering. I'll break down the FUD, separate facts from fiction, and explain what set all this off. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Japan's stock market, the Nikkei 225, is currently set to post its largest 2-day drop in history. The Bank of Japan (BoJ) is caught between tightening monetary policies, risking a collapse of the carry trade, or maintaining low rates, which...
Published 08/05/24
I discuss the macro mayhem this week and why it's time for Bitcoin to shine. I also explored the Bitcoin Reserve bill and tried Alby Hub & Cloud. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: The Magnificent 7 stocks have now erased a combined $2.6 TRILLION of market cap over the last 20 days.All while deficit spending as a percentage of GDP is currently at World War 2 levelsBloomberg just confirmed businesses are warning investors they're unable to pass on costs to the...
Published 07/31/24
Highlights from the Bitcoin 2024 Nashville conference. I monitored the conference, so you don't have to. The story behind the news made at the event. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Trump proposes strategic national crypto stockpile at Bitcoin ConferenceUS 2024 Election: Trump Plans Bitcoin (BTC) Strategic Reserve, RFK Jr. Says - Bloomberg🇺🇸 Senator Tim Scott says, "Bitcoin’s future has to be in America.🇺🇸 US Senator Bill Hagerty explains why he loves Bitcoin at...
Published 07/27/24
Conference hype vs. reality check. Plus, the big banks admit massive KYC/AML failures and then offer worse solutions. Plus, why the Ethereum ETF won't dethrone Bitcoin. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Asset manager says Trump admin may make Bitcoin strategic reserve assetTrump to deliver potentially ‘historic’ message while at Nashville, TN Bitcoin conference - YouTubeBitcoin as US reserve currency: Trump team reportedly considers adding BTC to Treasury | Kitco...
Published 07/24/24
We're on the verge of a significant shift in Western Central Bank monetary policy, and I'll bring the receipts to back it up. Plus, some interesting data coming out of the Mt Gox and German government selling and a critical project update. Affiliate LINKS:Buy Sats on RiverThe Bitcoin Company Links: Fed faces cooling job market and persistently high prices, Powell says to Congress | AP NewsUS economy no longer overheated, Fed’s Powell tells Congress Fed Chair Jerome Powell says ‘some pain’...
Published 07/10/24
Fed Chair Powell shifts stance as a new economic picture sharpens. Plus, the new KYC disaster coming to US customers, project updates, and who is selling thousands of Bitcoins this week. Sponsor: http://podhome.fm Promo Code: TWIB Affiliate LINKS: Buy Sats on RiverThe Bitcoin Company LINKS Treasury, IRS issue final regulations requiring broker reporting of sales and exchanges of digital assetsHoneywell TH6320ZW2007 Lampoharbor: Ecash management toolBOLT 12 | This is how we bitcoin in...
Published 07/03/24
A few widow-makers hanging over Bitcoin this week, and the post-halving miner capitulation has begun. What we're starting to see, and why, when we look back, this will be remembered as a wild week. Sponsor: http://podhome.fm Promo Code: TWIB Affiliate LINKS: Buy Sats on RiverThe Bitcoin Company LINKS: Travis Kling on X: "All at the same timeHashrate continues to fall.When Bitcoin drops to $62K it means miners enter limbo and the first circle of Dante’s Hell.The miner capitulation is...
Published 06/27/24
Bitcoin under fire: New mining attacks miss the mark, why Bitcoin’s price stalled, and the critical flaws in Bitcoin Core and LND. Sponsor: http://podhome.fm Promo Code: TWIB Affiliate LINKS: Buy Sats on RiverThe Bitcoin CompanyLINKS: U.S. national debt will reach $50 trillion by 2034, CBO projectsBillionaires U.S. 2023 | StatistaMain reason why rates will get cut regardless of where inflation will stand. Credit card defaults from small lenders have hit RECORD levels Housing defaults have...
Published 06/19/24
A new must-pass bill gives the President of the United States the power to block any Bitcoin transaction. Also, thoughts on the Fed rate and why Bitcoin Miner Bitfarms is preparing a “poison pill” strategy. Sponsor: http://podhome.fm Promo Code: TWIB LINKS: New law grants US president power to block digital asset accessSenate Bill Could Open Crypto to U.S. Sanctions, but Industry Trying to Head It OffText - S.4443 - 118th Congress (2023-2024): Intelligence Authorization Act for Fiscal Year...
Published 06/13/24
Inflation be damned, central planners have decided to lower the cost of money. How the banks lowering rates impacts Bitcoin. Plus, the shocking stats of the Bitcoin ETFs, project updates, and more. Sponsor: http://podhome.fm Promo Code: TWIB Links: Canada becomes first G7 nation to cut interest ratesBank of Canada Cuts Interest Rates to 4.75%, Signals More to Come - BloombergEuropean Central Bank cuts interest rates, diverging from the FedECB cuts rates as it raises its 2025 and 2026...
Published 06/07/24
The increasing probability of Stagflation might cut Bitcoin's post-halving bull run off at the knees; my thoughts on the Ethereum ETF and why I'm getting skeptical of the political "tone shift." Links April pending home sales hit lowest level since start of pandemicThis morning’s revised data show the gov’t is basically “buying” GDP w/ debt, but getting only 50 cents on the dollar - worst deal ever…United States M2 Money Supply is now positive YoY for the first time since November...
Published 05/31/24