The ONLY Thing Stopping Bitcoin Price Just Got Killed — and Nobody Saw It Coming

US inflation just posted its biggest monthly drop since May 2020, crashing expectations and sending Fed rate hike odds on Polymarket from the mid-30s down to 8%. At the same moment, South Korea's stock market surged so hard it triggered a circuit breaker on the way up — one week after hitting one on the way down. Bitcoin is moving in the right direction, and the hosts argue the only thing that was holding it back just got dismantled. In this episode: • CPI drops to 3.5% against expectations of 3.8%, with core CPI hitting 2.6%; Bank of England's Bailey tells investors not to count on UK rate hikes either, and Ed Devlin of Devlin Capital says a single Canadian rate hike still priced in for the year is a bad bet. • IBM dropped 25% in a single session while semiconductors now make up roughly 20% of the S&P 500, propping up indexes while everything else swings wildly — the Shiller PE ratio is approaching dot-com bubble all-time highs. • Francis Pouliot, CEO of Bull Bitcoin, explains his lawsuit against the French government over DAC 8 dragnet surveillance, calling it the only legal challenge to CARF anywhere on Earth — and warning the US IRS is wiring up an equivalent system by 2029. • Anthropic's Fable model got flagged and throttled when asked about resisting totalitarian surveillance, while a journalist's embedded report showed Boko Haram used AI to increase bomb payload capacity by telling the model the request was for research. • Japan's upper house committee approved a bill reclassifying Bitcoin as a financial instrument alongside stocks and bonds; a Taiwanese congressman declared a 100% chance Taiwan establishes a strategic Bitcoin reserve — the country currently holds 210 BTC seized in criminal cases. • Trump's war cabinet, including Vance, Rubio, Hegseth, and Ratcliffe, met to discuss a massive offensive on Iran; Ron Paul published a piece calling it the most unpopular war in US history with an astronomical cost the next generation will inherit. • BTC Sessions previews the upcoming launch of Sovereign Sessions, a sister channel covering private AI tools, self-hosted software, and freedom tech step by step. Watch the video version: https://youtu.be/so97HBPQsoI