This Week in 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
• Is Bitcoin Heading for a Major Bottom After the November Elections?
• Luke Gromen on the U.S. Midterms and Beyond
• Heatbit on Making Bitcoin Mining More Accessible
• Heatbit BitAir Mainboard

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
• Austin Trip Day Two: Paying With Bitcoin Gets Weird
• $2 Trillion Debt Wave Could Hit Markets and the Economy
• Fed Expected to Hold Interest Rates Steady
• Bank of Canada Raises Rate to 2.5% Amid Persistent Inflation
• U.S. Stocks Edge Higher Ahead of Fed Decision
• France Is Burning

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
• Standard Chartered Moves to Acquire Zodia Custody
• Fidelity Says Preferred Stock Funded 135,979 BTC Purchases
• Strive Debuts New Preferred Stock for Bitcoin Treasury Strategy
• Sui Hashi Unveils $500 Million Bitcoin Finance Plan
• Dormant 500 BTC Wallet Awakens After 10.7 Years
• SpaceX-Tesla Merger Could Create a Major Bitcoin Treasury
• Mt. Gox Pushes Bitcoin Repayment Deadline to October 2027
• Liquid Network Announces Final Stages of Recovery
• Liquid Network Staged Recovery Update
• Bitkey Reflections: New and Old
• Samourai Wallet Co-Founder Sentenced to Five Years
• The Mixer Rule Is Dead, Long Live Outlawing Mixers
• Are Boomers Getting Rich at Young Americans’ Expense?

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 Needs a Strong Upside Surprise to Shake the Fed
• Gasoline Jumped 9.1% in September
• Scott Bessent Hires Judy Shelton as Treasury Adviser
• Who Is Planting Backdoors in Ledger Crypto Wallets?
• Ledger Reviews Reseller Policies After Spy-Chip Attack
• Ledger Confirms Spy-Chip Implant Behind Wallet Thefts

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
• Simple Mining Acquires Iowa Bitcoin Mining Site
• Fed Officials See Another Rate Hike Coming
• Inflation Expectations Rise to Highest Level Since 2023
• 10-Year Treasury Yield Pulls Back After Strong Bond Auction
• Trump Says Inflation Could Pay Down the Debt Rapidly
• Higher Inflation Framed as a Way to Reduce U.S. Debt Burden
• U.S. Home Foreclosures Surge 42%
• Boomers Back Higher Taxes on Younger Workers to Preserve Social Security Benefits

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 Staying Bullish on Debasement
• PCE Methodology Changes Could Lower Core Inflation
• PCE Revision Is Not a Disinflationary Signal
• Fed’s Williams Signals Openness to a Pause
• Why One Strategist Does Not Fully Buy the Debasement Trade
• When Wealth Becomes Money: Why Crypto Matters
• Tokenize Everything, but Can You Sell It?
• Trump Says He Does Not Know Whether Iran Will Give Up

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
• Tesla’s Bitcoin Holdings Near $1 Billion
• Dormant 600 BTC Wallet From 2012 Wakes Up
• Calamos Says Bitcoin Is Becoming a Portfolio Allocation
• Coinbase’s Post-Quantum Bitcoin Custody Playbook
• Post-Quantum Security for the Bitcoin Lightning Network
• Quantum-Proof Bitcoin Lightning Network
• White-Hat Hackers Move Coldcard Exploit Bitcoin Into Recovery Trust
• BlackRock Sees AI Agents Driving Crypto Demand
• Grayscale Converts Bitcoin Miners ETF Into AI Compute Fund
• Iran Inflation Surges Amid Economic Pressure

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
• Bessent Bond Plan Details Emerge
• Bessent Dismisses Treasury Buyback Concerns
• What Treasury’s Buyback Surprise Says About the Bond Market
• 10-Year Treasury Yield Tops 5%
• What a 5% 10-Year Treasury Yield Means
• S&P 500 Could Fall 30% as AI Bubble Enters Late Stages
• Altman Says AI Could Create the Greatest Business Boom
• Bitcoin Policy Institute Head of Research Testifies Before Congress on Foreign Influence Campaign Targeting American AI

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
• Bitcoin’s Overlooked Promise: Freedom
• Dan Morehead Says Bitcoin Will Massively Outperform Gold
• Failed Bond-Market Move Lights a Fire Under Bitcoin
• Dan Morehead Calls Bessent’s Bond Buyback a Mistake
• The 60/40 Portfolio and a Changing Monetary System
• Bond-Market Stress Spooks Investors
• Global Investors Sound the Alarm on Debt
• What Would a Fiscal Crisis Look Like?
• Warsh and Bessent Clash Over the Fed and Bond Market

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
• All Property Becomes Cryptography
• From Fiat Information to Cryptoinformation
• De-Dollarization Is Really De-Fiatization
• The Global Shift From Dollars to Gold
• The Case for Bitcoin at $1.3 Million
• Bitcoin's First Quantum-Safe Transaction
• What Bitcoin's First Quantum-Safe Transaction Means
• A Treasury Showdown With the Bond Market

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
• Bessent Kicks Bitcoin’s Debasement Trade Into Another Gear
• Bitcoin Posts Best Week in Three Years
• Bitcoin and Gold: It’s Difficult to Be Bearish
• Should Investors Be Bullish on Bitcoin’s Latest Surge?
• Coinbase Institutional Weekly Market Commentary
• BlackRock IBIT SEC Filing
• Bitcoin Halving and Supply
• Lightning Labs Taproot Assets v0.8
• Bitcoin, ETFs and the Crypto Short Squeeze
• Major Rotation Hits the Bull Market
• The Biggest Tech Trend We’ve Ever Seen
• Scott Bessent Plants the Seeds for a Crack-Up
• US Treasury Fiscal Data
• Treasury Disrupts Iran’s Strait of Hormuz Financial Network
• Treasury Broadens Sanctions Against Iran
• Bessent Expands Iran Sanctions Against Chinese Firms
• Treasury Launches Operation Economic Outcast
• Bessent Warns Countries to Cut Financial Ties With Iran
• Treasury’s New Approach to Iranian Sanctions Evasion
• The Double-Edged Sword of Dollar Sanctions
• Coin Stories with Natalie Brunell

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
• Global Bond Rout Puts Governments on Notice
• 30-Year Treasury Yield Hits Highest Since 2007
• Foreign Holdings of US Treasuries Fall
• Dollar Drops After Treasury Expands Bond Buybacks
• Gold Surges as Treasury Buybacks Hit Yields and Dollar
• Fed Minutes Show Growing Inflation Concerns
• Oil and Debt Fears Drive Global Borrowing Costs Higher
• Oil Above $90 Revives US Inflation Fears
• Soft US Data Keeps Pressure on the Dollar
• Metaplanet Commits 2,100 BTC to US Treasury Venture
• BlackRock Reaffirms Bitcoin Investment Case
• Citi Plans Bitcoin Custody Alongside Stocks and Bonds
• Large Holders Pour $2.75 Billion Into Bitcoin
• Bitwise Sees Bitcoin Substantially Higher by Year-End
• JD Vance and the Dollar's Reserve Currency Role
• JD Vance Is Right
• Can the Dollar Maintain Its Exorbitant Privilege?
• Electrum 4.8.1 Released With Security Fixes
• BitBox Warns Users About Severe Vulnerability
• BitBox 08.2026 Dixence Update
• Hunting Down the Coldcard Hacker
• Zeus Security Incident Post-Mortem
• DOJ Developer Exemptions
• World Gold Council CEO Says Bitcoin Will Go to Zero
• CNBC on the CLARITY Act and White House Meeting
• Bitwise Says Crypto Can Grow Without the CLARITY Act

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
• Anthropic Signs $9.1 Billion Deal With Bitcoin Miner Riot
• BIP-110 Fork Stalls After Mining Two Blocks
• BIP-110 Attracts Just 0.15% of Bitcoin Hashpower
• OCEAN Says BIP-110 Is on Track to Fail
• What Is the BIP-110 Upgrade?
• Bitcoin Is Not Changed by Proof of Node
• Mechanic on Why Not Changing Proof of Work Was a Mistake
• Bitcoin Cash Precedent for BIP-110
• A Critical BIP-110 Take
• Motion to Remove Luke Dashjr From BIP Editors
• Pull Request to Remove Luke Dashjr From BIP Editors
• BIP-110 Code Review Takeaways
• Bitcoin Cash
• Bitcoin Cash Block-Time Discussion
• Strategy Says Selling Bitcoin Demonstrated Treasury Resilience
• Strategy Q1 2026 Earnings Transcript
• Strategy’s Bitcoin Treasury Model
• Senate Crypto Bill Faces Another Setback
• U.S. Economy Lost 23,000 Jobs in July
• July Jobs Report Market Reaction
• Private Payrolls Added Just 44,000 Jobs in July
• July Payrolls Preview: Job Growth Expected to Stay Weak
• Stocks Jump After Surprise Jobs Decline
• Weak Jobs Report Pushes Rate-Hike Odds Lower
• Incarcerated Person Access to News Media
• Constraints and Opportunities in Interview Transcription

Music:

• The Jetsons By: Joe Martin

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
• COLDCARD Wallet Attack Drains Up to $89 Million
• COLDCARD Flaw Linked to $70 Million Theft
• COLDCARD Attacker Stole $30 Million in 10 Minutes
• COLDCARD Firmware Bug Drained $38 Million
• COLDCARD Firmware Bug Bypassed RNG for Five Years
• Hackers Target Bitcoin’s Safest Hiding Place
• COLDCARD Attack Pushes Bitcoin Toward Exchanges
• $38 Million Swept Through Weak Seed Entropy
• More Details on COLDCARD Bricking
• COLDCARD Incident Victim Intake
• How Blockstream Jade Generates Recovery Phrases
• BlockSlop: BIP-110 Chainstate Validation Gap
• Bitcoin Developer Revives PoW-Change Code for BIP-110
• BIP-110 and Who Decides Bitcoin’s Future
• BIP-110 Falls Flat With Zero Miner Support
• Did IBM’s Quantum Timeline Spook Jim Cramer?
• Jim Cramer Rethinks Bitcoin Over Quantum Risk
• Lummis Says CLARITY Act Delay Could Kill the Bill
• Lummis Presses CLARITY Act Holdouts
• Warren’s Opening Remarks on the CLARITY Act
• Warren Warns About Crypto Money Laundering
• Fed Holds Rates Steady as Warsh Fights Inflation
• Warsh’s Quieter Fed Communication Strategy
• A Quieter Fed Could Mean More Volatile Markets
• Warsh Says the Fed Has No Tolerance for Inflation
• Warsh Reiterates the Fed’s Inflation Pledge
• June 2026 FOMC Statement
• U.S. Treasury Signals Possible Yen Intervention
• Why the U.S. Stepped In to Support the Yen
• Why Trump Is Propping Up Japan’s Currency
• Bessent Says the Japanese Yen Looks Undervalued
• Delayed BOJ Hike Adds Pressure on the Yen
• Lessons From the Plaza Accord
• The Real Lessons From the Plaza and Louvre Accords

Music:

• Empty Passenger Seat by Joe Martin

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

• BETA | Plan B 1
• Just Getting Started | Plan B 2
• Flight of the Butterfly | Plan B 3
• Inside BitVegas | Plan B 4
• To Mine or Not to Mine? | Plan B 5
• Spending Your Coins | Plan B 6
• Amir Taaki and Bitcoin 2013 Wrap-Up | Plan B 7
• Then They Fight You | Plan B 8
• Bitcoin Will Disrupt Big Media | Plan B 9
• 90 Days or Bust | Plan B 10
• Be Your Own Bitcoin Exchange | Plan B 11
• Bitcoin vs. the Banks | Plan B 12
• Blame It on Mt. Gox | Plan B 13
• Winklevoss Woes | Plan B 14
• Bitcoin Must Comply | Plan B 15
• Summer of Bitcoin | Plan B 16
• Regulation Dooms Bitcoin? | Plan B 17
• The Big-Picture Perspective | Plan B 18
• U.S. vs. the Bitcoin Revolution | Plan B 19
• Bitcoin Is Legal-ish | Plan B 20

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
• Trump Presses Senators on the CLARITY Act
• CLARITY Act Faces Make-or-Break Moment
• Trump’s Crypto Legislation Push Gains Steam
• Warner Pushes Senate Crypto Bill
• Warner Calls Senate Negotiations “Crypto Hell”
• Warren Demands Ethics Rules in Crypto Legislation
• Luke Gromen on Gold, Energy, and the Monetary System
• Luke Gromen Debates a Global Monetary Reset
• Energy Markets Brace for Prolonged Hormuz Disruption
• Oil Hits a One-Month High
• Hormuz Oil Flows Fall Sharply
• Goldman Flags Further Oil Price Risk
• Moonshot’s New AI Model Rattles Tech Markets
• SpaceX Stock Falls Below Its IPO Price
• Falling California Rents and AI Wealth
• Haters Will Say He Was Just Luckey

Music:

• Cool Summer By: Tony Salomone

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
• Fed Races to Release Stablecoin Rules
• Bitcoin Standard Treasury Merger Update
• Warsh Rejects Crypto Bailouts
• June CPI Comes in Surprisingly Cool
• Warsh Responds to Cooler CPI
• Warsh and Inflation Set the July Fed Tone
• Alternative Inflation Signals Facing the Fed
• Why Warsh Prefers Trimmed-Mean Inflation
• Fed Rate Fight Could Drag On
• Five Takeaways From Warsh’s Testimony
• Warsh Promises a Fed Policy Regime Change
• Warsh Calls for New Thinking at the Fed
• Warsh Says the Fed Has No Inflation Tolerance
• Warsh’s Monetary Policy Testimony
• Warsh House Testimony Coverage
• Watch Warsh’s House Testimony
• Lawmakers Question Warsh on Inflation
• Warsh’s Written Senate Responses
• Waters Criticizes Trump’s Federal Reserve
• Warsh Says He Won’t Do Trump’s Bidding
• Inflation Reports Set Up a Busy Week
• Economy Slows as Rate Hikes Take Hold
• Oil Surges as U.S.–Iran Attacks Escalate
• Trump Reimposes the Iran Blockade
• Trump Announces Strait of Hormuz Toll
• Strategic Petroleum Reserve Nears Breaking Point
• U.S. Crude Inventories Fall 1.7 Million Barrels
• Bitdeer Plans Nevada Manufacturing Facility
• Ethereum Foundation Shakeup Timeline
• Fed Governor Barr on AI and Labor
• Warsh Says AI Is Reshaping the Economy
• Is the AI Boom Misallocating Capital?

Music:

• Rules Without Rulers By: Richard

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
• JPMorgan Warns on Strategy Bitcoin Sales
• Can Strategy Selling Bitcoin Boost Shares?
• Lyn Alden on Bitcoin’s Bear Market
• Satoshi Radio Podcast
• VanEck on Bitcoin’s Mid-Cycle Sellers
• VanEck Bitcoin ChainCheck: March 2026
• Bitcoin and Ethereum Empirical Analysis
• CENTCOM Announces Additional Iran Strikes
• Iran Accuses U.S. of Violating Peace Deal
• U.S. Rescinds Iran Oil Sales Waiver
• U.S. Revokes Iran Oil Waivers
• Trump Says Iran Ceasefire May Be Over
• Trump Says Iran Ceasefire Is Over
• Michael Saylor Rage Quits Interview
• NIST Finalizes Post-Quantum Standards
• Blockstream’s Post-Quantum Bitcoin Opcode
• Saylor on Bitcoin Volatility
• Saylor’s Past Strategy Sale Claims
• Saylor Says Quantum Threat Is 10+ Years Away
• Saylor Dismisses Quantum Bitcoin Fears
• OCEAN Enables BIP-110 Signal by Default
• Ordinals BIP-110 Envelope Parser
• Robert Allen on BIP-110

Music:

• Off The Chain By: Neonrooks

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 Mining Heat Tested to Warm Canadian Greenhouses
• Bitcoin Mining Gets Greener as Canaan Recycles Heat for Agriculture
• Adding Bitcoin to a Corporate Treasury
• Why Bitcoin Treasury Companies Are Taking Off
• Cryptocurrency or Fiat Currency? Volatility or Debasement?
• A Closer Look at Bitcoin’s Volatility
• Economic Mobility and the American Dream
• Breaking the Logic of “Us Against Them”
• Most Bitcoin Investors Are Officially Underwater
• Bitcoin as an Aspirational Store of Value Revisited
• Bitcoin’s Volatility Is Dampening

Music:

• Legs Broken by Mishkin Fitzgerald