Rob Wallace | Bitcoin News

Every asset you own is about to get repriced by AI — and Jeff Booth says there's only one thing left standing on the other side.

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Rob sits down with Jeff Booth and Eric Yakes for their first podcast together to break down why the chaos in markets and on the streets is about to get worse before it gets better, why AI is accelerating the collapse of trust in money, and why Bitcoin is the "third door" out of a system that can only survive by extracting more from you. They also dig into stablecoins as "surveillance coins," Bitcoin's path through collateral and store-of-value adoption, and why privacy is the final escape hatch in an AI-driven surveillance state.

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TIMESTAMPS

0:00 Why Jeff Booth Says The Chaos Is About To Get Much Worse

1:43 The Third Door: How Bitcoin Defunds The Entire System

4:09 Eric Yakes On The Fracturing Of The World Order

6:02 Why AI Makes Bitcoin Stronger With Every Attack

8:17 Why You Can Finally Store Your Money In Money

10:40 The AI Trap: Racing Against A System Designed To Extract From You

11:29 Bitcoin As Collateral: The Next Phase Of Adoption

13:41 Why The Biggest AI Innovation Is Moving Offshore

15:06 Stablecoins Are Surveillance Coins

16:18 Bitcoin Is The New Internet

17:37 What Does A Good AI Future Actually Look Like?

19:30 How 7 Stocks Are Propping Up The Entire Market

22:31 Who Decides What Money Is In An AI World?

24:37 The Real State Of The Bitcoin Community Right Now

28:58 Why Privacy Is Bitcoin's Final Escape Hatch

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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Everett Stern took on the largest bank in the world, had terrorists and drug cartels coming after him, and still nobody went to jail — now he says Bank of America is doing the exact same thing all over again.

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Rob sits down with Everett Stern, the HSBC whistleblower whose evidence led to a $1.92 billion fine, to break down his viral open letter to Treasury Secretary Scott Bessent over Bank of America's $1.2 billion money-laundering fine, how banks manipulate wire filters to funnel money to terrorists and cartels, and why no banker has ever actually gone to prison for it. Everett also opens up about nearly losing his life after blowing the whistle, and makes the case for Bitcoin's transparency over a banking system he says is more corrupt than ever.

Here is what we cover:

• What Bank of America actually did, and how banks manipulate wire filters to launder cartel and terrorist money

• Why billion-dollar fines are just "a cost of doing business" with zero bankers ever prosecuted

• Everett's story: going undercover at 25, the 2 AM email to the CIA, and Hezbollah putting a target on his back

• Nearly losing everything, nearly taking his own life, and rebuilding through Tactical Rabbit and Whistleblowers of America

• Why Everett believes Bitcoin's transparency beats a bank KYC system he says has become politicized

Subscribe so you never miss an episode exposing what's really happening in Bitcoin and the global financial system.

TIMESTAMPS

0:00 The $1.92 Billion Fine Nobody Went to Jail For

1:24 Why Everett’s Open Letter to Scott Bessent Went Viral

2:58 What Bank of America Actually Did

4:09 How Banks Manipulate the Wire Filter to Launder Money

5:41 Why Billion-Dollar Fines Are Just a Cost of Doing Business

6:56 The Banks Doing This Right Now

9:01 Why Bankers Are Never Prosecuted

12:00 How Trillions in Dirty Money Moves Through US Banks

14:41 Bessent’s Response to the Viral Letter

17:46 The Culture of Corruption Inside the Banks

20:00 Why No Banker Has Been Arrested

23:00 How Drug Money Becomes “Clean” Money

26:37 Blind Eye or Active Collaboration Inside the Banks

27:46 How a 25-Year-Old Ended Up Auditing HSBC

30:04 The 2 AM Email That Changed Everett’s Life

34:01 Hezbollah Put a Target on His Back

36:05 Nearly Taking His Own Life

39:52 Finding Hope: Whistleblowers of America

42:56 Why Everett Never Got the $500 Million Reward

46:08 Why Snowden Isn’t a Hero, But This Whistleblower Is

49:03 Making the Case for Bitcoin Over KYC Surveillance

53:01 Everett’s Message to Scott Bessent and Future Whistleblowers

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❗ DISCLAIMER ❗

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Debt is growing exponentially in both the East and the West, and Michael Howell says there's only one way out: print more money — which is exactly why Bitcoin and gold are about to compound harder than ever.

Rob sits down with Michael Howell, author of Capital Wars, fresh off a trip to China, to break down the real scorecard in the US-China capital war, why China's ultra-low bond yields reveal a far weaker economy than the headlines suggest, and why Europe is caught dangerously in the middle with no safe asset of its own. Michael also explains why the current AI boom and the coming debt wave point straight toward a historic Bitcoin liquidity cycle.

Here is what we cover:

• How the US-China "capital war" works, and why bond yields reveal who's really winning

• What Michael saw on the ground in China, from overbuilt ghost cities to deep tech adoption

• Why Europe has no safe asset of its own and why France is the new flashpoint

• How the AI investment boom and a bifurcating world economy are reshaping capital flows

• Why rising global debt points to a historic Bitcoin and gold liquidity cycle ahead

Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system.

TIMESTAMPS

0:00 Debt, Gold and Bitcoin's Next Cycle

4:15 China's Bond Yield Scorecard

6:07 China's Economy on the Ground

12:08 Gold and China's Monetary System

18:24 China's Household Savings

21:30 US Trade Deficits and Capital Flows

23:39 Who Is Winning the Capital War

26:38 Proxy Wars and a Divided World

31:16 Europe's Debt and Safe Haven Assets

39:28 Europe's China Trade Tensions

41:03 AI Investment and Capital Markets

47:59 Bitcoin and the Liquidity Cycle

55:00 Rising Debt and Monetary Inflation

57:55 Interview Wrap-Up and What's Next

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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Grant Cardone says he's stealing real estate right now — buying trillion-dollar institutions' properties 30% below replacement cost — and then stacking Bitcoin on top of it.

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Rob sits down with real estate mogul Grant Cardone and Leon Wankum, author of Digital Real Estate, to break down why America's real estate market is really two markets in one, why developers are getting crushed by high rates while institutions discount distressed debt, and why both guests believe Bitcoin is quietly draining real estate's 50-year role as the world's monetary premium.

Here is what we cover:

• Why America's real estate market is really two split markets, and who's getting crushed in the middle

• Grant Cardone's strategy for buying institutional real estate 30% below replacement cost

• Why Leon Wankum believes Bitcoin is draining real estate's role as the world's monetary premium

• How Grant structures his real estate-Bitcoin hybrid funds, and why Bitcoin is now over 50% of the deal

• Why both guests think today's real estate companies could become tomorrow's dominant Bitcoin companies

Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, real estate, and the economy.

TIMESTAMPS

0:00 Grant Cardone's "Stealing Real Estate" Thesis

2:15 Why Single-Family Prices Are Barely Moving

2:53 Why Commercial Real Estate Developers Are Getting Crushed

4:46 Germany's Real Estate Model and the Shift to Bitcoin

5:18 What 7.5% Mortgage Rates Really Cost You

5:55 How Grant Buys Real Estate 30% Below Replacement Cost

7:38 Distressed Debt vs. a Distressed Seller

9:12 Why Real Estate Keeps Repricing Higher in Dollars

10:42 The $230 Million Deal Bought Out of Bankruptcy

11:13 Why Real Estate "Gets Sick But Never Dies"

12:20 Leon's Thesis: Bitcoin Is Draining Real Estate's Monetary Premium

15:05 Why Real Estate Still Beats Gold and Bitcoin

16:13 The Biggest Tax Loophole Left in America

17:44 How $100 Million Could Become $500 Million in Bitcoin

21:07 Real Estate as the On-Ramp to a Bitcoin Treasury

22:11 Why Real Estate Is the Trojan Horse for Bitcoin

23:49 Why Bitcoin Treasury Companies Struggle in Bear Markets

25:50 Why Grant Pays Investors Every Month, Not Every Quarter

27:06 Grant Cardone vs. Michael Saylor

29:41 How Far Can the Bitcoin Allocation Go?

33:03 Staying Patient Through a Flat Bitcoin Market

35:08 The Amazon Parallel and Why Real Estate Still Wins Searches

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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🔴 LIVE: Jamie Dimon spent years calling Bitcoin a fraud. Now JPMorgan Asset Management has included Bitcoin in its long-term capital market assumptions for the first time, forecasting 10% annualized returns that could beat stocks, bonds and gold over the next decade. Meanwhile, BlackRock’s IBIT just pulled in $665 million in a single day, its biggest inflow in over a year.

Phil Rosen (Opening Bell Daily), André Dragosch (Bitwise) and Brian Cubellis (Onramp) break down what this shift actually means, what the catch is, and why a 55% volatility assumption from America’s biggest bank is more bullish than most people realize. When the biggest critics become converts, the game has changed.

👉 Follow Bitcoin News for daily Bitcoin updates, institutional analysis, and the Wall Street moments that mark the turning points most people only recognize in hindsight.

Follow today’s guests:

Phil Rosen → @philrosenn

André Dragosch → @Andre_Dragosch

Brian Cubellis → @BackslashBTC

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Music Licenses:

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There are roughly $6-7 trillion actual dollars in the system and $107 trillion in dollar-denominated debt — and no amount of growth fixes that math.

Rob sits down with Joe Consorti and Parker Lewis to break down why inflation and high rates are hitting at the same time, why Hank Paulson's "break the glass" warning should worry everyone, and why AI's coming deflationary wave will collide head-on with a financial system that depends on constant money printing. They also dig into what the Ledger supply chain attack means for self-custody, and go head-to-head on whether Bitcoin treasury companies are helping or confusing Bitcoin's path to adoption.

Here is what we cover:

• Why red-hot inflation and high rates are happening at the same time, and why that breaks the Fed's playbook

• The $107 trillion debt math problem that can't be grown out of

• Why AI's deflationary force collides with a financial system built on constant money printing

• What the Ledger attack means for self-custody, multisig, and eliminating single points of failure

• The debate over whether Bitcoin treasury companies and "digital credit" products help or distort Bitcoin's price

Subscribe so you never miss an episode breaking down what's really happening with the economy and Bitcoin.

TIMESTAMPS

0:00 Intro: The $107 Trillion Debt Problem

1:06 Inflation Comes In Red Hot

2:07 Bitcoin's Surprising Reaction to Inflation

3:13 Why Energy Prices Are Driving Inflation

3:47 Why Treasury Yields Are Falling Anyway

6:29 The Fed's Rate Hike Trap

10:01 Hank Paulson's "Break the Glass" Warning

11:48 Cracks Forming in the AI Trade

16:02 Boots on the Ground in the Texas AI Buildout

19:17 The $107 Trillion Debt Math Problem

21:19 Why the 2008 Crisis Never Really Ended

23:45 Why AI's Deflation Can't Save the Dollar System

27:02 What Happens When Deflation Meets a System That Needs Inflation

32:23 The Math Problem No One Can Grow Out Of

35:23 The Ledger Attack and the Case for Self-Custody

39:01 Why Decentralization Still Matters

41:55 Coldcard vs. Ledger: Comparing the Attacks

46:00 Eliminating Single Points of Failure

49:06 Could Insurance Fix Self-Custody's Weak Point?

52:34 The Digital Credit Debate: Is Bitcoin's Price Being Capped?

58:59 Do Bitcoin Treasury Companies Actually Drive Adoption?

1:03:10 What Parker and Joe Are Most Optimistic About

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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Thank God for BlackRock and the deep state that keeps this world moving — that's the controversial take from BritishHODL and MarsSpitsBars, who say Bitcoin needs the very institutions it was built to replace.

Rob sits down with BritishHODL and MarsSpitsBars to tear into the doomer culture that's taken over Bitcoin Twitter and spaces, why they believe it's a straight-up addiction fed by algorithms designed to keep you angry and hopeless, and why most of the loudest doomers have a track record of the worst trades of the last 20 years. They make the case for "Big Bitcoin," why institutional adoption and number-go-up are the only realistic path to hyperbitcoinization, and why a $150-300 trillion credit market is coming for the asset whether purists like it or not.

Here is what we cover:

• Why doomerism on Bitcoin Twitter is really an addiction fed by social media algorithms

• How BritishHODL and MarsSpitsBars went from trolling each other to forming an alliance

• The $150-300 trillion credit market they say is about to come looking for Bitcoin

• Why institutional adoption and "Big Bitcoin" are the only realistic path to replacing the dollar

• Why number-go-up, not ideology, is the real reason Bitcoin has changed their lives

Subscribe so you never miss an episode breaking down what's really happening in Bitcoin and the economy.

TIMESTAMPS

0:00 British HODL and Mars Spits Bars

2:03 Defining Doomerism and Its Appeal

15:50 Bad Trades and Algorithmic Echo Chambers

17:34 The Business of Selling Doom

24:30 Digital Credit and $150–300 Trillion Demand

27:33 Doomer Status and Social Capital

33:18 Bitcoin Privacy and the Surveillance State

38:14 Bitcoin Wealth Versus the Poverty Aesthetic

41:57 Big Bitcoin and Institutional Adoption

49:49 British and Mars Become Friends

59:04 The Fourth Bitcoin Rule: Enjoy It

1:01:32 Closing Thoughts and the Ledger Attack

SPONSORS

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⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/

🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin?

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🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

bitcoin #bitcoinnews #finance

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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The largest supply chain attack in crypto history just happened — and these two men were the ones who caught it, documented it, and are now telling the world exactly how it works.

Rob sits down with Mark Karpeles, former CEO of Mt. Gox, and Zach Herbert of Foundation Devices to break down the Ledger hardware wallet attack that's already drained over $100 million from Bitcoin holders. Mark walks through how he discovered malicious chips hidden inside compromised Ledger devices, how they silently read seed phrases off the screen, and how a hidden cellular chip phones that data straight to attackers.

Here is what we cover:

• How Mark discovered the compromised Ledger devices and the implant hiding inside

• How the hidden chip reads your seed phrase off the screen and phones it home

• The hijacked Malaysian reseller behind the attack, and how it spread into Europe

• Why Ledger was targeted over Trezor, and whether the stolen funds can be tracked

• What hardware wallet security needs to look like next, including multi-party computation

If you hold crypto on a hardware wallet, hit subscribe so you never miss the updates that could protect your funds.

TIMESTAMPS

0:00 Ledger Supply Chain Attack Exposed

1:18 How Mark Discovered the Compromised Ledgers

4:29 $100 Million Stolen From Hardware Wallets

5:03 Opening the Ledger to Find the Implant

6:29 The SPI Implant That Reads Your Screen

9:56 How the Implant Steals Your Seed Phrase

13:51 The Hidden LTE Chip Phoning Home

17:00 The Timeline Behind the Attack Going Public

18:31 $86 Million Drained in 24 Hours

20:15 Did Ledger Know About This for Months?

24:00 The Malaysian Reseller Behind the Attack

26:56 How Hardware Wallet Companies Vet Resellers

30:21 Tracking the Stolen Crypto On-Chain

34:20 The Attack Spreads to Europe

36:05 Inside the Criminal Implant Supply Chain

39:10 Why Trezor Wasn't Targeted

42:08 Why Ledger Was the First Target

45:27 The Future of Hardware Wallet Security

50:20 Multi-Party Computation as the Fix

54:30 Making Self-Custody Easy for Newcomers

56:27 Why the Industry Must Professionalize

59:07 Staying Optimistic About Bitcoin's Future

SPONSORS

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🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

bitcoin #bitcoinnews #finance

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Music Licenses:

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⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/

France is being called "ground zero" for the next global financial crisis — and the fallout could reshape everything from bond markets to Bitcoin's next move.

Rob sits down with Nik Bhatia ( @TheBitcoinLayer ) and James Seyffart (Bloomberg Intelligence ETF analyst) to break down the bond selloff ripping through Europe, why France's debt crisis is edging toward a "whatever it takes" moment, and what it all means for gold, Bitcoin, and the U.S. economy. They dig into the $23 billion flooding into bond ETFs, why central banks are hoarding gold at a historic pace, and how gold's explosive 2025 rally just changed James's entire view on how high Bitcoin can go.

The conversation then turns to America: how the U.S. is running record stock market highs on the same high yields that are triggering riots in France, the K-shaped economy splitting the country in two, and why your Social Security number is quietly one of the U.S. government's biggest assets against its $40 trillion debt. Nik and James close out with Bitcoin education, how Nik's pitch for Bitcoin has evolved, and the untold story of how Larry Fink was finally orange-pilled at BlackRock.

Here is what we cover:

• Why France is being called the "ground zero" of the next bond crisis

• The odds the EU bails out France instead of letting the union fracture

• Why bond ETFs just pulled in $23 billion in five days

• Central banks' gold buying spree and what it means for the dollar system

• How gold's 2025 rally changed James's view on Bitcoin's upside potential

• The real relationship between Bitcoin, gold and global liquidity

• Why AI spending is the one thing holding up the entire stock market

• The K-shaped economy and why half the country feels a recession that isn't there

• What American "dynamism" actually looks like compared to Europe

• Why your Social Security number is secretly one of America's biggest assets

• How Nik Bhatia's pitch for Bitcoin has changed since his first book

• The inside story of how Larry Fink was finally orange-pilled at BlackRock

Make sure to subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system.

TIMESTAMPS

0:00 France, Gold and Bitcoin Preview

1:15 France and the Global Bond Selloff

8:35 France Bailout or EU Breakup

12:37 Bond ETFs Attract $23 Billion

15:54 Gold Reserves and Central Bank Demand

21:07 Gold's Rally Changes Bitcoin's Upside

24:17 Bitcoin, Gold and Global Liquidity

27:36 AI Spending Drives US Stock Highs

31:52 High Yields and the K-Shaped Economy

37:08 American Dynamism and Stock Market Growth

43:16 Taxpayers Back America's $40 Trillion Debt

49:02 Bitcoin Education and Currency Debasement

54:08 Nik Bhatia's Evolving Bitcoin Pitch

1:01:07 Larry Fink and BlackRock's Bitcoin ETF

1:04:17 Closing: James Lavish on US Bonds

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James Lavish, a Wall Street veteran since 1993, says Trump is making a fatal mistake with the U.S. economy. Lavish has been warning about the debt spiral for years, since the national debt was around $30 trillion; now it's over $40 trillion. He breaks down why bond yields are spiking to levels not seen in decades, why the Fed cutting rates won't actually bring mortgage rates down, and why he believes Washington will never choose real spending cuts, tax hikes, or an outright default, instead opting to quietly inflate the debt away year after year.

Rob Wallace and Lavish dig into what that "soft default" actually means for ordinary Americans, why the people who own hard assets like houses, stocks, gold, and Bitcoin will come out ahead while everyone else falls further behind, and why the biggest so-called "foreign" buyers of U.S. debt are actually U.S. hedge funds operating out of the Cayman Islands. They close out talking Bitcoin adoption, why Lavish was surprised by how much OG selling hit the market this cycle, and his outlook for Strive and Bitcoin treasury companies heading into the next bull run.

Here is what we cover:

• Why the Fed cutting rates doesn't bring mortgage rates down, and what actually drives the 10-year Treasury

• Comparing housing affordability in 1980 versus today, and why the real burden has gotten worse despite lower rates

• Why Washington will almost certainly choose a "soft default," quietly inflating away the debt rather than cutting spending or raising taxes

• Lavish's Debasement Pressure Index, and why offshore hedge funds in the Caymans are actually some of the biggest buyers of U.S. debt

• Why Bitcoin adoption disappointed this cycle, including unexpected OG selling, and his outlook for Strive and Bitcoin treasury companies

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

TIMESTAMPS

0:00 Trump, Inflation, and the Debt Spiral

1:32 Why Fed Cuts Won't Fix Mortgages

6:55 The Global Bond Apocalypse Explained

11:19 Housing Affordability in 1980 Versus Today

16:05 ZIRP, Money Printing, and Housing Prices

20:09 Yield Curve Control and Recession Risks

23:27 The Fed Put and Rising Deficits

30:22 Soft Default and the K-Shaped Economy

35:21 Lavish's Debasement Pressure Index

38:04 Cayman Hedge Funds and Treasury Demand

44:48 Underwater Bonds and Treasury Buybacks

50:05 Why Bitcoin Adoption Has Disappointed

52:54 Bitcoin OG Selling and AI Speculation

58:52 Strive, SATA, and Bitcoin Treasury Companies

1:05:21 Closing Thoughts and Cory Klippsten

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🔴 LIVE: Trump just said the quiet part out loud. Inflation is now part of the plan to pay off America's $40 trillion national debt, and Rob Wallace breaks down exactly what that means for every person with a bank account.

In a recent interview, Trump openly suggested that certain levels of inflation will pay off the debt "very rapidly" — a soft launch of a policy that erodes your savings, your wages, and your purchasing power by design. With $2 trillion in annual interest payments and a debt-to-GDP ratio above 120%, the bomb has already been dropped. Bitcoin is the only exit.

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Everyone in Bitcoin seems sure America is headed for a debt spiral. Cory Klippsten, CEO of Swan Bitcoin, thinks they've got it backwards. Cory argues that no matter what happens to the dollar, America wins, and that's exactly why Washington is making room for Bitcoin as a potential fallback.

Rob Wallace sits down with Cory to break down the bond market "apocalypse," with the 10-year hitting its highest level since 2002, and why he sees treasuries, gold, and Bitcoin locked in a three-way race for the rest of the century, with Bitcoin as the fastest horse. Cory also spent the summer traveling through Istanbul, where the lira was collapsing so fast his mother-in-law made the family write down the exchange rate every time they spent money, and he shares what that kind of currency collapse actually looks like on the ground.

The conversation closes with Cory's sharpest takes: why he believes most Bitcoin media functions like a car magazine that can't bite the hand that advertises, and why he thinks Bitcoin ETFs actually kneecapped the last bull run by making it too easy to gain price exposure without understanding what you own.

Here is what we cover:

• Breaking down the bond market selloff and the 10-year Treasury hitting 5.34%

• Why Cory believes America wins whether or not the dollar stays dominant

• The three-way race between treasuries, gold, and Bitcoin for the rest of the century

• Why the midterms and political gridlock don't actually move Bitcoin's price

• Why the CLARITY Act's failure barely mattered to Bitcoin, aside from losing BRCA

• Why Coinbase and A16Z will get dragged into hearings but likely walk away unscathed

• Cory's take on prediction markets: genuine utility versus a gambling black hole

• Why the "great shitcoin war" is over, and how crypto fully merged with TradFi

• What life in Istanbul looks like under near-hyperinflation and currency collapse

• France's sovereign debt troubles and fears of the next European financial crisis

• The http://America.gov AI rollout and Cory's concerns about a surveillance "panopticon"

• Why China is stockpiling gold while cracking down on Bitcoin, and what that reveals

• The US-China economic interdependence behind the Trump-Xi summits

• How stablecoins and "dollar merchants" are being used to prop up dollar demand

• Why Bitcoin's price is ultimately decoupled from every macro narrative

• Behind the scenes of Cory's daily show, Outside Money, and its explosive growth

• Why Cory thinks most Bitcoin media operates like a car magazine, afraid to upset advertisers

• How Bitcoin ETFs may have kneecapped the last bull run by skipping real education

• A vibe check on where sentiment stands heading into 2027

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

0:00 Intro: America Wins Either Way

1:34 The 10-Year at 5.34%: Bond Apocalypse?

3:36 Why America Wins With or Without the Dollar

5:24 Bitcoin for America and the Three-Horse Race

7:56 Midterms, Gridlock, and the Clarity Act

10:44 Coinbase, Robinhood, and Prediction Markets

15:49 The Altcoin War Is Over

18:07 Global Economy and Istanbul's Collapsing Lira

23:38 France, Russia, and NATO

28:14 http://America.gov, AI, and the Panopticon

31:22 US Dominance and China's Gold Stockpile

36:35 US-China Decoupling and Stablecoins

42:14 Kicking the Can: Why Bitcoin Ignores Macro

43:45 Outside Money: Cory's Daily Video Show

50:00 Bitcoin Media Is a Car Magazine

52:11 How ETFs Kneecapped the Bull Run

56:31 Vibe Check and Where to Find Cory

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How far down the Bitcoin rabbit hole can you actually go? Author Scott Dedels and Bram Kanstein have gone further than most.

Scott Dedels argues that the money problem is just the shallow end of a much bigger problem with time itself, one he believes is older than fiat and more significant than money. Meanwhile,

Bram Kanstein ( @bramk ) took over 30 Bitcoiners into the mountains of Colorado for a psychedelic ceremony to explore what lies beyond simply fixing the money.

Rob Wallace sits down with both of them to explore Bitcoin as more than a monetary technology, touching on consciousness, mechanical time, psychedelics, and the spiritual dimension of adopting an absolute, verifiable truth in a world built on manufactured systems. Scott also shares why he believes 2026 could be the year even the most seasoned Bitcoin OGs look back and realize their conviction wasn't as strong as they thought.

Here is what we cover:

• A Bitcoin vibe check heading into the end of 2026, and why conviction gets tested at the bottom

• Why Bitcoin gives people proof that they can think for themselves

• Scott's thesis: fix the clocks, fix civilization, and why the time problem may be bigger than the money problem

• How mechanical time is only 400 years old, and why that matters

• Bitcoin, consciousness, and the idea of a shared, agreed-upon reality

• Why thinking in four-year cycles rehabilitates your ability to plan long-term

• The Dao of Bitcoin: how conviction changes your relationship with the present moment

• Bitcoin as an "economic psychedelic" and what that phrase actually means

• Why Bitcoin functions as an absolute, objective truth unlike anything else in the world

• Bram's bike accident, the ambulance ride, and the lesson it taught him about surrender and reality

• Psychedelics and how they alter the perception of time and expand consciousness

• Why Bitcoiners tend to be more hopeful about the future than people who went down other rabbit holes

• The community and friendships that form once you go deep into Bitcoin

• Inside Bram's "Beyond Bitcoin" psychedelic retreat in Colorado with 30 Bitcoiners

• Why so many people feel alone on their Bitcoin journey, and why they shouldn't

• Advice for staying the path through the ebbs and flows of conviction

• Taking personal responsibility in a world built on outsourcing it

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

FOLLOW

• Bram on Youtube: @bramk and X: https://x.com/bramk

• Scott on X: @LanternBitcoin

TIMESTAMPS

0:00 Down the Bitcoin Rabbit Hole

1:17 Vibe Check: Bear Market Conviction

5:34 Bram: Bitcoin and Thinking for Yourself

11:08 Scott Dedels: Fix the Clocks

15:58 Bitcoin, Consciousness and Shared Reality

18:36 Mechanical Time Is Only 400 Years Old

23:22 Thinking in Four-Year Cycles

26:27 The Dao of Bitcoin: Living in the Present

30:50 Bitcoin as an Economic Psychedelic

32:45 Bitcoin as Absolute Truth

36:14 Bike Accident and the Red Pill

40:34 Psychedelics and Perception of Time

45:35 Fiat Anxiety and Millennial Hope

48:49 Bitcoin Community and Conferences

53:53 Beyond Bitcoin: Colorado Psychedelic Retreat

1:02:07 Staying the Path: Personal Responsibility

1:07:32 Give Yourself Some Slack

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🔴 LIVE — Phil Geiger and John Haar are laying out the case that the US Treasury market is running out of buyers at exactly the wrong moment — and Scott Bessent has no good options left.

With 6% Treasuries and 8% mortgages potentially incoming, the long end of the bond market is sending a warning that most investors are still not taking seriously enough. When the world's reserve currency can't find buyers for its debt, the ripple effects hit every asset class on earth — and Bitcoin is the only exit that doesn't require trusting the same system that's breaking.

👉 Follow Bitcoin News for daily Bitcoin updates, macro analysis, and the debt market warnings that connect directly to why Bitcoin exists.

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—---

Follow today’s guests:

John: https://x.com/jhaarblockware

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They killed CLARITY with 30 minutes left on the clock — and it wasn't the side everyone's blaming.

Dennis Porter, CEO of the Satoshi Action Fund, joins us to break down what really happened behind closed doors when the CLARITY Act collapsed. Dennis explains why his viral tweet blaming Trump Coin, WLFI, USD1 and Melania Coin for the bill's failure sparked a furious backlash email within the hour, and why he stands by the number: Trump's crypto ventures pocketed $1.4 billion while investors in those same projects lost roughly $4 billion.

From there, Dennis walks through the bill's final hours, including new details on who actually broke up the last-minute negotiation just 30 minutes before the scheduled vote, and why it wasn't the party everyone assumes. He also covers Big Crypto's one-sided political spending, the growing PR gap between Bitcoin and crypto, and why a rising Bitcoin price might be the very thing that keeps CLARITY dead for good.

The conversation closes with a wide-ranging look at Washington: midterm sweep odds, who gets subpoenaed first if Democrats retake Congress, the AI policy battle now dominating DC over crypto, and what real political reform would take to get corporate money out of lawmaking.

Here is what we cover:

• The September 15th tweet and the $1.4 billion Trump family crypto profit vs. $4 billion in investor losses

• The furious backlash email Dennis received within an hour of going public

• The full account of how Republicans broke up the final CLARITY negotiation 30 minutes before the vote

• Why Big Crypto (Coinbase, A16Z, Ripple, DCG) has spent politically in a one-sided way

• Breaking down the 630-page bill and Saylor's "book of restrictions, not a bill of rights" line

• What happens now that SEC and CFTC rulemaking continues without statutory permanence

• The likelihood of lawsuits to set precedent after CLARITY's failure

• BRCA developer protections getting watered down, and whether Senator Wyden could revive them

• Why classifying Ethereum, Solana and Ripple as commodities was a mistake, and the case for a "network token" framework instead

• Whether CLARITY gets reintroduced, and why a rising Bitcoin price makes that less likely

• Why crypto is now more unpopular with voters than AI, data centers, or oil and gas

• The real difference between how voters see Bitcoin versus crypto, and why that distinction keeps getting lost

• Prediction markets pricing in a 64-66% chance of a Democratic sweep in the midterms

• Who gets subpoenaed first if Democrats retake power: Coinbase and A16Z

• The on-air fight Dennis had with a crypto executive over who's to blame

• Why the $40 trillion national debt and 10-year Treasury above 5% are being overshadowed by AI in DC

• How the AI policy fight splits left versus right

• Fixing corruption in Washington: Citizens United, lobbying reform, and term limits

• Dennis's closing reflections on America's political future 250 years after independence

If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.

TIMESTAMPS

0:00 Cold Open: Why the CLARITY Act Failed

0:58 Welcoming Dennis Porter

1:30 The Tweet: Trump Coin, WLFI, USD1 & Melania Coin

9:47 The Backlash Email After Going Public

11:59 Big Crypto's One-Sided Political Spending

14:42 Rating Discrepancies, the 630-Page Bill

19:55 Will CLARITY Return? Reading the Room in DC

23:13 Why Crypto (Not Bitcoin) Has a PR Problem

32:17 Midterm Odds: Could Democrats Sweep?

35:01 Who Gets Subpoenaed First?

37:12 The A16Z Fight & How Republicans Killed the Bill

44:41 The $40 Trillion Debt vs. the AI Conversation

46:26 AI Policy: Where Democrats and Republicans Split

53:51 Fixing Corruption and Money in Politics

57:57 Final Thoughts: America 250 Years From Now

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Over 15% of the US money supply is now flowing into the AI and data center buildout. Rising Bitcoin star, Miles Harris ( @milesharris5315 ) says that's not the real story. It's a trillion dollar cover for something much bigger.

Miles Harris, an emerging macro voice focused on collateral, credit, and monetary architecture, joins the show to break down the real financial system being quietly built behind the AI narrative, why your mortgage could become part of it, and why he believes Bitcoin was tailor made for exactly this moment.

Here is what we cover:

• Why Miles believes the AI boom is largely a cover story for a much bigger financial restructuring

• The core thesis: a financial system can't run out of money with a printer, but it can run out of collateral

• How data centers themselves are being built as a new form of scarce, pledgeable collateral

• The shift from an income statement economy to a balance sheet economy since 1971

• Why debt to household net worth is a more revealing metric than debt to GDP

• The database permissioned society Miles fears is being built, and what automatic enforcement of smart contracts could mean

• Social credit style risk scoring and why two people pledging the same asset could get very different loan terms

• Why European data centers are swallowing farmland and what that means for food security

• Ursula von der Leyen's comments calling European savings lazy money, and what Miles thinks that really signals

• Tokenized bank deposits explained and why they may be a quieter, more palatable alternative to a CBDC

• The Genius Act, the Clarity Act, and how stablecoins create structural demand for US Treasury bills

• The Triffin dilemma revisited and how stablecoins could change the incentives around dollar recklessness

• The Bank of England's tokenization pilot and why owning assets free of debt may be the best protection

• The three reasons Miles believes Bitcoin may have been created specifically for this new collateral-based system

• The UK's recent decision to remove capital gains tax on Bitcoin pledged as collateral, and why that matters

• Why Bitcoin held its ground against a strengthening dollar during the Iran conflict, and what that could signal

• What the financial world could look like five and ten years from now

• Why CBDCs might be a red herring compared to what's actually being built

• Miles's honest fears about a coming permission age, and where he still finds hope

This is one of the most detailed and original breakdowns of the real financial system being built beneath the AI narrative that you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - The AI Boom As A Trillion Dollar Cover Story

01:25 - Miles Harris's Background In Economics And Credit Cycles

04:26 - Why A Financial System Runs Out Of Collateral, Not Money

07:26 - How We Got To $40 Trillion In Debt

12:00 - The Shift From Income Statement To Balance Sheet Economy

15:47 - Building The Database Permissioned Society

18:55 - Is The AI Compute Pipeline Sustainable Or A Surveillance Grid

20:12 - The State Of AI And Data Centers In Europe

21:06 - Are Data Centers An Ecological Disaster

24:04 - Debt To Household Net Worth vs Debt To GDP

31:14 - The Genius Act, Clarity Act, And Tokenized Bank Deposits

39:24 - The K-Shaped Economy And Who Actually Benefits

41:55 - Why The Rich Avoid This System And Everyone Else Gets Pulled In

47:23 - Why Bitcoin May Have Been Created For This Exact System

50:16 - What The Financial World Looks Like In 5 And 10 Years

54:03 - Abundance Or Permission — What The Average Person Faces

56:14 - Miles's Closing Thoughts And Where He Finds Hope

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Strategy just destroyed a fifth of its Bitcoin per share to protect its balance sheet. Dan Hillery says that is exactly why the company can no longer be broken, even at $30,000 Bitcoin.

Dan Hillery, founder of UTXO Management, returns to break down Strategy's balance sheet, why STRC nearly buckled at $70 before recovering, and why pure-play Bitcoin treasury companies are entering a serious consolidation phase.

Here is what we cover:

• Why Strategy sacrificed a fifth of its Bitcoin per share to fortify the balance sheet

• Why Saylor selling at the bottom in 2022 and again this year is not as damaging as people think

• The real distress moment when STRC traded near $70 and Bitcoin sat around $58K

• Why four years of dividend coverage means Strategy's cash reserve is more than sufficient

• How the $1.3 billion opportunistic cash pile is being used to buy back STRC and MSTR

• Why the balance sheet was built so it literally cannot be broken

• Why common shareholders have felt sidelined and what the path forward looks like

• Why an MNAV above two should not be expected long term

• Whether the other preferreds will be retired and why STRC is the clear focus

• Why STRC has struggled to reclaim par even after recovering from the 70s

• Whether it is healthy for Strategy to be buying back this much of its own STRC

• The real composition of STRC buyers and whether the 80/20 retail split still holds

• Comparing STRC to SEDA and why their yields cannot be judged apples to apples

• Strategy achieving net zero debt and why that milestone matters

• Why the era of pure-play leveraged Bitcoin equities is ending

• How many Bitcoin treasury companies will realistically survive

• The MetaPlanet compensation controversy and shareholder revolt

• DeFi products built on STRC, the Buck stablecoin story, and the June crash

• Why Bitcoin and gold's correlation just hit its highest level since 2020

• Dan's new fund at UTXO and building fixed income products around Bitcoin preferreds

This is one of the most detailed insider breakdowns of the Bitcoin treasury company landscape you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - Why Strategy Cannot Be Broken Even At $30K Bitcoin

01:02 - Introduction — Catching Up With Dan Hillery

02:48 - How STRC's Senior Debt And Collateral Structure Works

04:48 - Was Saylor Selling At The Bottom Twice Really That Damaging

06:23 - STRC's Recovery From The Mid 70s Back Toward Par

07:02 - The Real Distress Moment — Bitcoin At $58K And STRC At $70

07:36 - Why Strategy Sold MSTR And Bitcoin To Raise Cash

08:05 - Four Years Of Dividend Coverage And The Opportunistic Cash Pile

11:24 - How Strategy Built A Balance Sheet That Cannot Be Broken

11:50 - Preferreds Becoming The Core Of MSTR's Strategy

13:56 - Common Shareholders And Why They Feel Sidelined

16:46 - Why MNAV Above Two Should Not Be Expected Long Term

18:25 - Will The Other Preferreds Ever Be Retired

18:49 - Why STRC Is Strategy's Main Focus Right Now

20:00 - Why STRC Has Struggled To Fully Reclaim Par

22:45 - Is It Healthy For Strategy To Buy Back This Much STRC

26:29 - The Real Retail Versus Institutional Split In STRC Buyers

27:48 - Comparing STRC To SEDA And Their Different Yields

29:48 - Why STRC Issuance Volume Has Slowed Down

32:44 - Strategy Achieves Net Zero Debt — Why It Matters

34:16 - The End Of The Paper Bitcoin Treasury Summer

36:04 - How Many Bitcoin Treasury Companies Will Survive

36:46 - The MetaPlanet Compensation Controversy Explained

39:09 - The Shareholder Revolt And MetaPlanet's Response

40:35 - DeFi Products Built On STRC And The Buck Stablecoin Story

44:15 - Bitcoin's 23% Run And Why It Stuck The Landing

46:47 - Bitcoin And Gold's Correlation Hits Highest Level Since 2020

50:17 - Dan's New Fund At UTXO Management Explained

53:49 - Pitching Fixed Income Products Built On Bitcoin Preferreds

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Steven Lubka says AI could wipe out almost every business by 2036. He also says that is the most bullish possible setup for Bitcoin.

Steven Lubka from Nakamoto joins the show to break down why disruption at this scale actually strengthens the Bitcoin thesis, why AI could hand every politician, red or blue, an impossible problem, and why the US and China could end up dominating an AI-driven world while smaller nations fight for currency survival.

Here is what we cover:

• Why AI wiping out most businesses is actually bullish for Bitcoin, not bearish

• The key differences between Bitcoin as a monetary good and AI as pure utility

• Digital scarcity versus digital abundance and how the two technologies play off each other

• Why most Americans still fundamentally misunderstand what AI can already do

• The generational and cultural resistance to new technology and why it always happens

• How voice interfaces and tools like Grokipedia are quietly starting a second computing revolution

• Why AI is becoming a mirror for people's sense of purpose and existential orientation

• The impossible political question: would you choose abundance if it meant you were no longer needed

• Why human identity is tied to being valued by others, not to economic necessity

• What happens politically if AI replaces 70 percent of human labor

• The real path toward AGI and ASI and why there may not be a hard ceiling on intelligence

• Why AI models escaping sandboxed environments is already a real cybersecurity concern

• Whether the AI trade is a bubble and why inference alone may already be a profitable business

• How Steven used AI to analyze his own raw DNA data and the health changes that followed

• What the world could look like in 2036 after one of the largest economic transitions in history

• Why Bitcoin remains the native currency of the internet no matter how advanced AI becomes

This is one of the most thought-provoking conversations on AI, economics, and Bitcoin's role in the next decade you will hear this year.

🔔 Subscribe for weekly Bitcoin and macro analysis.

TIMESTAMPS

00:00 - AI Could Wipe Out Most Businesses By 2036

00:47 - Steven's Journey From Bitcoin Twitter To AI

04:42 - Bitcoin And AI — Comparing The Two Communities

06:37 - Why Bitcoin Is Monetary And AI Is Pure Utility

08:10 - Digital Scarcity Versus Digital Abundance Explained

10:53 - Why Most People Still Do Not Understand AI

14:10 - The Human Tendency To Resist New Technology

17:21 - Voice Interfaces And The Second Computing Revolution

21:22 - AI As A Mirror For Human Purpose And Identity

24:38 - Would You Choose Abundance If You Were No Longer Needed

27:23 - What Happens If AI Can Do Every Job Better Than Any Human

30:37 - Why 70 Percent Labor Replacement Would Be Politically Untenable

34:52 - The Road To AGI And ASI Explained

41:16 - Are You Afraid Of Superintelligence

47:27 - AI Models Escaping Sandboxes — The Real Cybersecurity Risk

50:53 - Is The AI Trade A Bubble

58:27 - How Steven Used AI To Analyze His Own DNA

01:02:43 - What The World Looks Like In 2036

01:12:38 - Bitcoin Is The Native Currency Of The Internet

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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🔴 LIVE — Cam Stromme and Mitchell Askew are joining us live as we analyze the impending Federal Reserve decision that could cut the Bitcoin bull run short before it ever gets off the ground — and the timing couldn't be more critical.

The signals coming out of the Fed right now suggest a move that markets are wildly underpricing, and if it lands the way our guests expect, the rally most Bitcoiners are waiting for could get delayed or derailed entirely.

This is the warning you need to hear before the decision drops.

👉 Follow Bitcoin News for daily Bitcoin updates, Federal Reserve analysis, and the expert voices that give you the macro edge before the market reacts.

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

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Jamie Coutts says we just passed the point of no return. Bitcoin broke out in a way that historically only happens once every few years, and he thinks $500,000 is no longer a question of if, but when.

Jamie, macro and crypto strategist at Real Vision (@RealVisionFinance⁩), returns to explain why the 10-year Treasury is quietly in crisis, why Bessent may be trapped by his own strategy, and why the AI boom could end up being one of the biggest tailwinds Bitcoin has ever had.

Here is what we cover:

• Why Bitcoin's recent breakout is historically rare and what makes this one different

• The 10-year Treasury crisis explained and why it matters more than people realize

• The critical $83K level Jamie is watching and why it could define the next leg

• Pullback risk, Fed rate hikes, and what could derail the move short term

• Why the MOVE index is quietly one of the most important charts in macro right now

• Europe, the yen, and sovereign debt stress building across multiple regions at once

• Why the debasement trade is back and what is different about it this time

• Hidden risks building inside the AI boom that most investors are not pricing in

• The growing AI backlash and why sentiment could turn faster than expected

• How Bitcoin fits into an AI-driven economy and why that role is expanding

• What happens when 50 billion AI agents start transacting and why Bitcoin is positioned for it

• AI-powered attacks on Bitcoin infrastructure and why security has to evolve fast

• Reasons for long-term optimism despite the near-term risks

• Jamie's full case for why $500K Bitcoin is now the realistic outlook

This is one of the most detailed macro breakdowns connecting Treasury stress, AI, and Bitcoin's next move that you will find anywhere.

🔔 Subscribe for weekly Bitcoin and macro analysis.

00:00 - Bitcoin's Rare Breakout Explained

01:01 - The 10-Year Treasury Crisis Nobody Is Talking About

07:58 - Why Bitcoin Broke Out Right Now

12:03 - The Critical $83K Bitcoin Level To Watch

15:29 - Bitcoin Pullback Risk And Fed Rate Hikes

20:32 - Why The MOVE Index Matters For Bitcoin

24:38 - Europe, The Yen, And Sovereign Debt Stress

29:00 - The Bitcoin Debasement Trade Returns

32:07 - Hidden Risks Building In The AI Boom

36:28 - The Growing AI Backlash Explained

42:04 - Bitcoin's Role In An AI-Driven Economy

45:17 - What Happens When 50 Billion AI Agents Arrive

48:26 - AI-Powered Attacks On Bitcoin Explained

51:15 - Reasons For Long-Term Bitcoin Optimism

55:01 - Why $500K Bitcoin Is Jamie's Outlook

SPONSORS

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❗ DISCLAIMER ❗

Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.