The Fed Is About To Do The Unthinkable (Extremely Bullish For Bitcoin)

The Fed is quietly setting up to cut rates while GDP is ripping at 5.8% and credit card delinquencies hit nearly 13%. Larry Lepard called out Fed Chair Kevin Warsh directly, renaming him "Head Monetary Gaslighter" after Warsh cited AI efficiency gains as cover to ease policy. With US debt on track to double to $80 trillion inside a decade, the hosts and guest Adam O'Brien of Bitcoin Well make the case that printing is the only exit — and Bitcoin is the only exit from the printing. In this episode: • Larry Lepard fires back at Kevin Warsh over CPI framing, pointing to fuel up 39% and gas up 24.5% year-over-year while the Fed talks about 2-3% inflation • Strategy CEO calls the firm "the central bank of Bitcoin," holding roughly 840,000 BTC, while Michael Saylor promotes STRC as a bridge between Bitcoin and stablecoins on Solana • Anthropic signs a $9.1 billion deal with Riot Platforms for AI compute capacity, continuing a wave of Bitcoin miners pivoting to AI alongside a $19 billion Terawulf lease with Anthropic • BIP 110 activation attempt stalls over the weekend with only mid-to-high 20% node support, no exchange backing, and Ocean pool forced to revert its default signaling • Luke Dashjr frames the continued Bitcoin chain as a forked altcoin he calls B-Petto, drawing sharp disagreement from the hosts and praise for Bitcoiners like Canute who chose to stay in consensus • Bitcoin Well announces expanded light account limits in Canada, allowing purchases up to $5,000 per day with only a phone number and email • Ross Ulbricht's wife is pregnant with their first child Watch the video version: https://youtu.be/PtUgjTb-1no