The Hacks and Crashouts Continue — BTC Bottom Signs NEVER Been Stronger

Trezor's shipping partner just leaked the names, home addresses, and phone numbers of nearly 14,000 customers — the same week France's tax authority had 678,000 records exposed, including dozens of people earning over a million euros a year. With wrench attacks already a documented threat in France, the timing couldn't be worse, and the crew spends a long stretch debating whether all this chaos is actually the capitulation signal that precedes a major move up. In this episode: • Trezor data breach: a third-party shipping provider exposed full personal details on roughly 11,742 customers across the US, UK, and several other countries within a 90-day order window ending August 8, 2026 • French tax authority hack leaking 678,000 records, including 26,000 people earning over 100,000 euros annually, raising physical security fears as Francis Pouliot and Bull Bitcoin sue the French government over DAC-8 surveillance rules • A Bitcoin red team audit finds lightning "particularly exposed" and flags critical vulnerabilities across mining firmware from Bitmain, Lux OS, and Brains OS — with 41 findings filed so far • Wasabi Wallet high-severity OS command injection bug that sat undetected for two years, introduced by an anonymous developer who later scrubbed their Git history, patched only in March 2025 • BIP 110 postmortem: the hosts push back on comparisons to COVID-era exclusion, noting even the strongest signal — node runners — barely hit 25%, and explain why miners cannot unilaterally raise the supply cap • MSCI proposes removing Strategy, Metaplanet, and Yellow Cake from its global indexes over capital-raising-to-accumulate-assets concerns, potentially triggering billions in passive outflows • Michael Saylor's "digital asset monetary spectrum" framework placing Bitcoin as capital, STRC as credit, and a Solana-based token as money draws sharp criticism from the panel • Ireland moves toward mandatory identity verification for self-custody wallet withdrawals at the exchange level, with the hosts arguing it will push more users toward peer-to-peer and non-KYC options Watch the video version: https://youtu.be/ylONF6i1cw8