While Everyone Is Panicking, The Warsh Meeting Is Secretly Bullish For Bitcoin

Kevin Warsh spooked markets at Jackson Hole, sending Bitcoin from 81,000 down toward 78,000 in a single afternoon — but Nathan and Joey aren't worried. They break down why Warsh's hawkish-sounding speech was quietly balanced with dovish signals, and why the real story is what the Fed chair refused to say. In this episode: • Kevin Warsh's Jackson Hole debut: why he explicitly refused to call it "forward guidance," said wages no longer signal incoming inflation, and described financial conditions as "not restrictive" — all read as quietly bullish signals despite the market selloff • CME futures showing roughly 20% odds of a 25 basis point hike in 18 days, and whether Warsh might deliberately go against market predictions to establish independence from the Powell-era hand-holding approach • Bitcoin holding above its 200-week moving average at 77,000, with US Bitcoin ETFs posting 1.4 billion in inflows this week and Bernstein calling for 125,000 by year end and 300,000 by 2029 • Critical security alert: Core Lightning version 2607 is out now fixing confirmed vulnerabilities discovered over the past three weeks — anyone running Core Lightning should update immediately • France's tax authority breach exposing 678,000 individuals including names, addresses, incomes and property data — plus 19 Chrome and Edge extensions quietly turned into crypto-stealing tools after their developers sold them • Argentina's lower house passing Milei's central bank reform 144 to 102, banning direct money printing to finance government spending and stripping the central bank's employment mandate • Flock surveillance cameras under fire: a new poll showing Americans oppose warrantless mass surveillance, Florida using the network 250 times for immigration arrests, and South Carolina teens arrested for destroying the cameras with a hammer Watch the video version: https://youtu.be/V2DRECxiwiY