Rob Wallace | Bitcoin News

Matt Hougan says wealth managers are about to become the next major wave of Bitcoin buyers, and he is calling it full bull mode. He also thinks there could be a twelve billion dollar single-day ETF inflow coming. But he is also warning of real chop ahead before that next leg fully takes hold. The CIO of Bitwise returns to break down the Liquid hack and why institutional demand for Bitcoin barely blinked, why custody and white-hat ethics are becoming a serious conversation at the highest levels, and why Bessent's Treasury plan really only leads to two outcomes, both of which are bullish for Bitcoin. Full bull mode does not mean a straight line up. This is one of the most data-driven and institutionally grounded conversations on where Bitcoin stands right now, chop and all. Here is what we cover: • Why wealth managers are about to become the next wave of major Bitcoin buyers • The Liquid hack and why institutional Bitcoin demand survived it intact • Custody, hacker negotiations, and the ethics of white-hat intervention • How AI-powered attacks are forcing Bitcoin security to harden faster • Why diversifying Bitcoin custody across ETFs is becoming a real strategy • In-kind ETF transfers explained and who is using them right now • Whether ETFs could someday transfer Bitcoin out and what that means for custody • Is the Bitcoin bottom in, and why Matt still expects chop before the next leg up • Bitcoin's new base and what near-term price action tells institutional investors • ETF inflows and the next wealth manager buying cycle • Hedge fund flows versus long-only ETF flows and why it matters • Retail capitulation and what quarterly reporting reveals about investors • Why the debasement trade is back and how Bitwise built an ETF around it • Gold and Bitcoin miners as leveraged bets and rising institutional mining interest • Why owning both AI stocks and Bitcoin makes sense right now • Whether AI is in a late 1990s style bubble and what that means for scarce assets • Fed versus Treasury and why the real power dynamic matters more than headlines • Is this actually soft yield curve control in disguise • How Bitwise gets to a $1.3 million Bitcoin price target • What sophisticated institutions actually believe about Bitcoin right now • Why Bitcoin is quietly becoming normal inside institutional portfolios 🔔 Subscribe for weekly Bitcoin and macro analysis. 00:00 - Full Bitcoin Bull Mode — Wealth Managers As The Next Buyers 00:57 - The Liquid Hack Explained And Its Institutional Impact 02:30 - Why Institutional Bitcoin Demand Survives Crypto Exploits 04:18 - Bitcoin Custody, Hacker Negotiations, And White-Hat Ethics 08:06 - AI-Powered Attacks And The Future Of Bitcoin Security 09:34 - Diversifying Bitcoin Custody Across Multiple ETFs 11:12 - In-Kind Transfers Into Bitcoin ETFs Explained 12:27 - Could Bitcoin ETFs Someday Transfer Bitcoin Out 14:14 - Who Actually Uses In-Kind Bitcoin ETF Transfers 15:49 - Wall Street Returns After Labor Day — What It Means For Bitcoin 17:53 - Is The Bitcoin Bottom In 20:27 - Bitcoin's New Price Base And Why Chop Is Still Likely 22:41 - Bitcoin ETF Inflows And The Next Wealth Manager Buying Cycle 24:09 - Hedge Fund Flows Versus Long-Only Bitcoin ETF Flows 25:53 - Retail Capitulation And Quarterly Reporting Season 27:18 - The Bitcoin Debasement Trade Is Back 29:01 - Bitwise's New Debasement Trade ETF Explained 30:33 - Gold And Bitcoin Miners As Leveraged Bitcoin Bets 32:33 - Institutional Interest In Bitcoin Mining Stocks 35:24 - Debt, Fiat Currencies, And The Case For Hard Assets 38:14 - Why Own Both AI Stocks And Bitcoin 40:35 - The AI Boom, US Midterms, And The Market Outlook 42:06 - Is AI In A Late 1990s Style Bubble 44:25 - Fed Versus Treasury — What Actually Drives Bitcoin 48:09 - Is This Soft Yield Curve Control 49:42 - How Bitwise Gets To A $1.3 Million Bitcoin Price Target 53:55 - What Sophisticated Institutions Actually Believe About Bitcoin 55:38 - Why Bitcoin Is Becoming Normal In Portfolios SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟣 SatsDrop from Rhino is the easiest, most fun way to win free Bitcoin TODAY.Try it here: https://drop.rhinobitcoin.com/utm_source=youtube&utm_medium=video&utm_campaign=SatsDrop 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Back in 2013, an anonymous poster named Dacoinminster wrote a single forum post that has quietly predicted Bitcoin's price for over a decade. Sminston With used Grok to dig it back up, and says that formula just called $840,000 Bitcoin by 2031. He also has nine reasons why the bear market is already behind us. Here is what we cover: • Nine specific reasons Sminston believes the Bitcoin bear market has officially ended • Why the 200-week moving average is one of the most reliable long-term signals in Bitcoin's history • Bitcoin's snapback rally explained and what it typically signals about the next leg of the cycle • How Sminston used Grok to rediscover dacoinminster's 2013 forum post and why the power law formula has held up for over a decade • How the power law actually works and why it has outperformed almost every other Bitcoin price model • Price targets ranging from $481,000 to $1 million and the math behind each scenario • Why institutional adoption and gold's own trajectory are reinforcing the long-term Bitcoin case • Sminston's direct response to Cory Klippsten's criticism of power law price models If you have ever dismissed the power law as internet folklore, this conversation will make you look at the chart very differently. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW Smitty 👇 Youtube: @sminston_with X: x.com/sminston_with TIMESTAMPS 00:00 - Cold Open — Is The Bitcoin Bear Market Already Over 00:59 - Nine Reasons The Bitcoin Bear Market Has Ended 05:47 - The 200-Week Moving Average Explained 08:31 - Bitcoin's Snapback Rally And What It Signals 10:12 - The 2013 Power Law Forum Post Found Using Grok AI 15:55 - How The Bitcoin Power Law Formula Actually Works 18:33 - Bitcoin Price Targets — $481K To $1 Million By 2031 22:06 - Institutional Bitcoin Adoption And Gold's Role In The Thesis 27:43 - Sminston Responds To Cory Klippsten's Power Law Criticism SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟣 SatsDrop from Rhino is the easiest, most fun way to win free Bitcoin TODAY.Try it here: https://drop.rhinobitcoin.com/utm_source=youtube&utm_medium=video&utm_campaign=SatsDrop 🟢 Join Bitcoin News, Jeff Booth, Eric Yakes and more at Mita TechTalks 2026 here 👉2026.mitatechtalks.com/ Use Promo Code "BN10" and get 10% off your ticket 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Bitcoin just ripped from $62,000 to $81,000. Caleb Franzen ( @CubicAnalytics ) says he just flipped from being a bear to a raging bull, and he has the charts to show exactly why. Caleb Franzen, founder of Cubic Analytics, joins the show to break down the technical signals confirming this move is real, why the Coldcard hack barely dented price, and why one specific chart pattern has historically preceded 50 percent gains within six months. Here is what we cover: • Why Bitcoin exploding from $62K to $81K changes the entire technical picture • How Saylor, MicroStrategy, and the Coldcard hack tested Bitcoin's resilience and why the market shrugged it off • Why Luke Gromen's accumulation thesis is playing out in real time • The 21/200 EMA crossover and moving average cloud signal that flips the trend from bearish to bullish • Anchored VWAP explained and why it functions as the market's true cost basis • The RSI thrust signal that has historically preceded 50 percent gains within six months • Caleb's free TradingView toolkit and how to use it to spot these setups yourself • Bitcoin versus global M2 with China excluded and what that reveals about the real liquidity picture • Why Treasury yields are quietly predicting the Fed's next move before it happens • The Kevin Warsh versus Jerome Powell dynamic and why it matters for the next rate decision • Operation Twist and rising global yields explained and why this changes the liquidity outlook • The $40 trillion debt milestone and why Caleb remains a net buyer despite it • Stablecoin dominance, capitulation signals, and what they reveal about where we are in the cycle • Europe's hidden gem assets that Caleb is watching right now If you thought the bear market still had room to run, this conversation might change your mind. 🔔 Subscribe for weekly Bitcoin and macro analysis. TIMESTAMPS 00:00 - Cold Open — Was The Bitcoin Bear Market Call Wrong 01:29 - Bitcoin Rips From $62K To $81K — What The Move Really Means 05:29 - Saylor MicroStrategy And The Coldcard Hack — Testing Bitcoin's Resilience 07:04 - Luke Gromen's Accumulation Thesis Playing Out In Real Time 11:07 - The 21/200 EMA Crossover And Moving Average Cloud Explained 18:36 - Anchored VWAP — Understanding The Market's True Cost Basis 23:00 - The RSI Thrust Signal That Predicts 50% Gains In Six Months 27:55 - Caleb's Free TradingView Toolkit For Spotting These Setups 29:40 - Bitcoin Versus Global M2 With China Excluded 33:28 - How Treasury Yields Predict The Fed's Next Move 38:27 - Kevin Warsh Versus Jerome Powell — Why It Matters For Rates 41:05 - Operation Twist And Rising Global Yields Explained 48:15 - The $40 Trillion Debt Milestone And Staying A Net Buyer 51:01 - Stablecoin Dominance And Bitcoin Capitulation Signals 58:10 - Europe's Hidden Gem Assets Caleb Is Watching SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟣 SatsDrop from Rhino is the easiest, most fun way to win free Bitcoin TODAY.Try it here: https://drop.rhinobitcoin.com/utm_source=youtube&utm_medium=video&utm_campaign=SatsDrop 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

🔴 EMERGENCY LIVE - Jameson Lopp and Becca Rubenfield are joining Bitcoin News to break down why the wave of AI-powered Bitcoin scams, phishing attacks, and home invasions is only just getting started — and what every Bitcoiner needs to do right now to protect themselves. In the wake of the Coldcard and Trezor fallout, this morning alone saw a potentially massive Dropbox compromise, a fake BitKey phishing email, an X password reset deluge, and a Protonmail outage — the attack surface for Bitcoin holders has never been wider. This is the practical, no-nonsense security conversation the entire Bitcoin community needs right now. 👉 Follow Bitcoin News for daily Bitcoin updates, live security alerts, and the expert conversations that keep your Bitcoin and your family safe when the threats are evolving faster than most people can track. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟣 SatsDrop from Rhino is the easiest, most fun way to win free Bitcoin TODAY.Try it here: https://drop.rhinobitcoin.com/utm_source=youtube&utm_medium=video&utm_campaign=SatsDrop 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Bitcoin waited sixteen years for this exact moment. And according to Tom Luongo and Vince Lanci, it just became obvious. Two friends who spend their lives tracking money, gold, and geopolitics take you on a tour around the entire global risk board. By the end of it, a failed trade deal with Canada, ninety billion barrels of Venezuelan oil, the CIA director landing in Moscow, and seized Iranian tankers sitting in a Texas court all connect into a single argument about who controls the long end of the American yield curve, and why Bitcoin's training wheels just came off. Here is what we cover: • Why Carney blew up the US-Canada trade deal and the real reason behind the obnoxious rhetoric on both sides • Why the real split is not Canada from China, it is Canada from Europe and the City of London • The ninety billion barrels of sour Venezuelan oil and why that news broke three days after the Canada trade talks collapsed • Why CIA Director Ratcliffe flying to Moscow was a direct message to Europe • Storm Shadow missiles and the terrifying question of whose finger is actually on the button • Operation Economic Outcast and the full picture of how Iran is being sanctioned right now • The seized Iranian tankers sitting in a Texas court and the collateral question nobody is asking • What Bessent actually did with the bond buybacks and why almost everyone calling it yield curve control has it wrong • Treasury QE explained and why banks are being used to finance the government in a completely new way • The ten to fifteen year plan Vince and Tom believe is already underway to fix the US fiscal deficit • Why macro funds are buying gold again and what that signals about where smart money sees this going • Why Vince, a lifelong gold trader, believes Bitcoin's training wheels just came off and why it might be about to become the new gold • The DARPA argument and why big Bitcoin might be closer to a national security asset than people realize Everything about Bitcoin's story before this felt almost irrelevant. This conversation argues the big story has been staring us in the face the entire time. 🔔 Subscribe for weekly Bitcoin and macro analysis. TIMESTAMPS 00:00 - Cold Open — Bitcoin's Training Wheels Just Came Off 01:33 - Carney Blows Up The US-Canada Trade Deal 06:53 - Splitting Canada From Europe And The City Of London Not China 15:27 - Venezuela Oil Reserves — 90 Billion Barrels Of Sour Crude 20:02 - CIA Director Ratcliffe Flies To Moscow — A Message To Europe 24:17 - Storm Shadow Missiles And Whose Finger Is On The Button 32:18 - Operation Economic Outcast — Sanctioning Iran Explained 36:20 - Seized Iranian Tankers In A Texas Court — Whose Collateral Is It 38:00 - What Bessent Actually Did With Treasury Bond Buybacks 45:47 - Why This Is Not Yield Curve Control 54:03 - Treasury QE Explained — How Banks Are Financing The Government 01:00:59 - The 10 To 15 Year Plan To Fix The US Fiscal Deficit 01:07:13 - Why Macro Funds Are Buying Gold Again 01:11:45 - Bitcoin's Training Wheels Come Off — Is It Becoming The New Gold? 01:19:32 - The DARPA Argument For Bitcoin As A National Security Asset SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. SatsDrop from Rhino is the easiest, most fun way to win free Bitcoin TODAY. Try it here: https://drop.rhinobitcoin.com/utmsource=youtube&utmmedium=video&utm_campaign=SatsDrop 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Scott Melker has officially flipped bullish and says $125,000 is just a pit stop on the way to $1 million Bitcoin. Scott Melker, market commentator with over a million subscribers and a daily show on Yahoo Finance, joins the show to break down why he stopped trading altogether, why the Treasury just gave Bitcoin its next real catalyst, and why the resilience shown this summer is the real story nobody is talking about. Here is what we cover: • Why Scott rates his current bullishness at 8.5 out of 10 • The Silicon Valley Bank parallel and why that failure quietly launched the last bull run • Why Bessent's bond buyback announcement is a signal, not the actual mechanism, and what it really tells you • Why liquidated shorts only explain Bitcoin's move up to about $71,000 and what changed after that • Why Scott was the most vocal critic of Bitcoin treasury companies and the story of getting pitched seven of them in ten minutes at Bitcoin Vegas • Why the whale wallets that never sold before finally started selling on the way down into the sixties • Why every worst case scenario of this cycle, including Saylor selling Bitcoin, failed to actually crash the price • The debt situation, forty trillion dollars, and what Scott thinks Bessent actually has to do next • Why the four year cycle proponents were early but may still end up right, and why this drawdown broke the standard playbook • Why Bitcoin's real story this summer was resilience, not price action Scott's honest take on self custody, why he still recommends a mix of multisig, hardware wallets, and ETFs depending on the person • The origin story of Scott's viral moment and why removing the holier-than-thou attitude from Bitcoin content resonated with so many people • Why Scott thinks the AI trade ends in a spectacular explosion eventually, even if the timing is impossible to call • How producing music trained Scott's brain for chart pattern recognition before he ever got into trading This is one of the most candid conversations about where Bitcoin stands right now from someone who has been right, wrong, and back again. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW SCOTT 👉 @ScottMelker TIMESTAMPS 00:00 - Introduction — Scott Melker's Bullish Flip 01:17 - On A Scale Of One To Ten How Bullish Is Scott Right Now 01:55 - The Silicon Valley Bank Parallel And How It Sparked The Last Bull Run 07:09 - Why Bitcoin Shines Brightest As Crisis Money 08:39 - Getting Pitched Seven Bitcoin Treasury Companies In Ten Minutes At Bitcoin Vegas 10:26 - Was Scott Public Enemy Number One For Criticizing Treasury Companies 11:59 - The $40 Trillion Debt Milestone And What Bessent Has To Do Next 14:36 - Druckenmiller's Take On Bessent And Why He Bought A Hyperliquid Treasury Company 18:41 - Why Liquidated Shorts Only Explain The Move Up To $71,000 21:31 - The Four Year Cycle Debate And This Summer's Resilience Story 25:02 - Being Your Own Bank vs Being Your Own Custodian 30:02 - Scott's Journey From Altcoin Trader To Bitcoin Maximalist 34:42 - Why Bitcoin At $65K Felt Like A 50% Off Discount 41:30 - The Mom's House Story That Sparked This Conversation 51:10 - Why The AI Trade Ends In A Spectacular Explosion Eventually 55:57 - How Producing Music Trained Scott's Brain For Chart Pattern Recognition SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

🔴 LIVE - BTC Sessions joins Bitcoin News to break down why the confluence of the Bitcoin bull run and the age of AI is creating the biggest wealth transfer moment in human history, and why most people are completely asleep to what's unfolding around them. From institutional adoption accelerating at an unprecedented pace to the importance of staying sovereign as the old elite scramble to maintain control, this conversation maps out exactly how to position yourself on the right side of the biggest shift of our lifetimes. Plus an introduction to BTC Sessions' new channel Sovereign Sessions and what it means for the Bitcoin community. 👉 Follow Bitcoin News for daily Bitcoin updates, sovereign strategies, and the conversations that keep you ahead of the 1% when the stakes have never been higher. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🟢 Join Bitcoin News, Jeff Booth, Eric Yakes and more at Mita TechTalks 2026 https://2026.mitatechtalks.com/ Use Promo Code "BN10" and get 10% off your ticket 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #trending ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

America just crossed forty trillion dollars of national debt. Jeffrey Tucker says there is no mechanism left to stop it, and the country is sleepwalking toward a disaster most people cannot even see coming. Jeffrey Tucker, founder of the Brownstone Institute and senior economics columnist at Epoch Times, joins the show for a wide-ranging conversation on the collapse of fiscal restraint, the revelations buried in the newly released 1,100-page Fauci Files, and why he is genuinely saddened by what has happened to Bitcoin's founding mission. Here is what we cover: • Why there is no longer any mechanism stopping Congress from spending unlimited amounts forever • How the national debt went from 19.9 trillion to 40 trillion in just ten years and why the pace is accelerating • Why municipal and state bonds carry real risk premiums while US Treasuries do not, and what that distortion is doing to the system • The 192 years it took to accumulate the first trillion in debt versus the 5 months it took for the most recent trillion • What actually held governments in check historically, from the gold standard to the fear of inflation • Why the American dream is effectively dead for everyone outside the top 5 to 10 percent • Tucker's theory that the poor have become political pawns rather than people the system is actually designed to help • The COVID lockdown decisions and why Tucker believes the entire framework of essential versus non-essential work was fabricated on the fly • What the newly released 1,100-page Fauci Files actually reveal and Tucker's own theory about Fauci's early actions • Why China's view of Western human rights and governance shaped decisions during the pandemic in ways few people have connected • The demoralization of legacy media following the Fauci revelations and why the Pulitzer-winning coverage now looks fraudulent • Why 106 million working-age Americans are completely outside the labor market and what that means for the country's future • Why privacy coins are quietly being delisted everywhere and what that says about where financial surveillance is headed • Tucker's honest and complicated feelings about what has happened to Bitcoin and where he still sees hope This is one of the most unfiltered conversations on the state of America you will hear this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟢 Join Bitcoin News, Jeff Booth, Eric Yakes and more at Mita TechTalks 2026 https://2026.mitatechtalks.com/ Use Promo Code "BN10" and get 10% off your ticket 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #trending ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Everyone called 2025 the year of the Great Debasement trade. Michael Howell says it never actually happened. And what comes next could be the biggest monetary regime change in 70 years. Michael Howell, liquidity expert and founder of CrossBorder Capital, returns to break down why global liquidity, not M2, is the real driver of Bitcoin, why the bond market just broke a 70-year-old pattern, and why the true debasement trade has not even started yet. Here is what we cover: • Why M2 is the wrong metric for Bitcoin and why global liquidity has a 13-week predictive lead on crypto prices • The BES dollar basket explained and why Bitcoin remains the dominant driver even against Ethereum and Solana • Why the real economy and financial economy are pulling liquidity from each other right now • The AI capex boom draining liquidity from financial markets and starving Bitcoin of fuel • Why the 30-year Treasury yield breaking 5% is a bigger deal than most people realize and why Howell thinks 6% is coming • The 1951 Treasury Fed Accord parallel and why we may be entering a similar regime change today • The $40 trillion debt threshold and why the average tenor of government debt is quietly being shortened everywhere • Why Scott Bessent's yield curve management is printing money without ever calling it printing money • Why Howell rejects the idea that the debasement trade started last year and what the actual tipping point looks like • China's PBOC liquidity injections and why gold's move has been a China story, not a Western one • Bitcoin's global liquidity cycle model and why it points to a bottom around the middle of 2027 • Why Howell is not a believer in the four year cycle and what he thinks is driving Bitcoin's cycles instead • The best monetary hedge for a high inflation regime and why crypto's multiplier effect means even a small allocation matters enormously This is one of the most technically rigorous breakdowns of global liquidity and its relationship to Bitcoin you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

LIVE 🔴 Bitcoin self custody in 2026: the COLDCARD hack, the Trezor data breach, and how to secure Bitcoin. Hardware wallet security, multisig, passphrases, entropy and on chain time locks, rebuilt from first principles. Self custody just failed a stress test nobody was ready for. A COLDCARD firmware flaw produced weak seeds going back to 2021, and coins were swept from people who believed they held the safest hardware wallet made. Trezor customers had their names, home addresses and phone numbers leaked through a shipping partner, many of them people who had only just switched. A fake Sparrow wallet sat live in the App Store. A phishing ad ranked above Trezor's own search result. BitBox audited itself with AI and found critical bugs. The old advice was buy a device, write down your words, you're safe. That advice is dead. In this episode we rebuild Bitcoin self custody from first principles with two people who do this for a living: Tony, founder of The Bitcoin Way, and Doctor Francesco Madonna, CEO of BitVault. They agree on the diagnosis and they disagree, sharply, on the cure. Tony will not allow a third party anywhere near a setup. Francesco's design puts a co-signing key with a service and enforces spending delays on chain. We put that disagreement on the table instead of around it. We also build the actual 2026 process, step by step: ordering a hardware wallet without your home address ending up in the next breach, generating and verifying entropy, passphrase structure, when single sig plus passphrase beats multisig, two of three across multiple vendors, on chain time delays, descriptor backups, and the recovery rehearsal almost nobody runs. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

The wealthy are sitting ducks. Steven Franssen says most of them do not even realize it. Steven Franssen returns for his third appearance on the show to break down why the newly minted decamillionaires of the last decade have no sound economic footing, why the political chaos in Washington is quietly setting up the largest wealth transfer in modern history, and why $1 million Bitcoin might be the trap that costs complacent wealthy people everything. Here is what we cover: • The Coldcard hack and why the only people protected were the ones who used the randomizing function nobody thought they needed • The ethics of white hat hackers sweeping vulnerable funds and what happens to victims now • Bitcoin governance and consensus explained through the lens of a limited state and voluntary reputation-based society • The PPP loan fraud nobody has to pay back and what it reveals about who the rules actually apply to • Why the great mistake wealthy people are making right now is taking the current situation for granted • Trump's broken promises beyond Ross Ulbricht, the meme coin controversy, and why the Iran war directly suppressed the Bitcoin price • Why Scott Bessent's oil price magic trick has held so far and how long that can possibly last • The generational wealth transfer nobody is talking about and why BlackRock is positioned to inherit what the boomers built • The DSA, downwardly mobile elites, and why hardline ideologies are gaining ground on both extremes • Flock cameras, the surveillance state, and the first real grassroots pushback against it in years • Why the 2026 midterms could hand Bitcoin its biggest bull case yet regardless of who wins • Why Bitcoin becomes more important, not less, as trillions get printed into the AI trade • Closing thoughts on individual change, moral progress, and where Steven finds hope right now This is one of the most wide-ranging and unfiltered political and macro conversations you will find on Bitcoin News this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Bob Burnett just confirmed the thing most Bitcoiners did not want to hear. BIP-110 did not fail because of the miners. It failed because Wall Street, the exchanges, and Strategy said no. He watched it happen live from his couch, already certain of the outcome since June. Now he is back with the most candid insider account you will hear anywhere: what actually went down at Ocean, why the suits and the custodians decided this fight before a single block was mined, and why the social layer wound from this may take far longer to heal than the technical one ever did. Here is what we cover: • The moment an Ocean-mined block appeared on both sides of the chain split at the exact same time • Why Bob believes BIP110 was never close to succeeding despite the hype in the final weeks • Why he does not agree that miners control Bitcoin and why the real story is about exchanges, custodians, and user demand • How Antpool and Foundry effectively decided the outcome and why Foundry giving clients a binary choice mattered enormously • The Roughnecks group spending roughly half a million dollars a day renting hash rate to keep BIP110 alive • What actually happens to the abandoned BIP110 chain now, including a hard fork, a new hashing algorithm, and a new difficulty level • An inside look at the division within Ocean itself between the three camps, and how Ocean built dual-template infrastructure to give miners a real choice • The full explanation of Ocean's 0.3 BTC refund to users who were signaling for BIP110 without realizing it • Why Bob compares the split to a divorce and calls for empathy and healing on both sides of the community • What comes next for Ocean, including the new Portal product, SOC 2 compliance, and a renewed push for decentralized block production • A first look at a brand new BIP Bob is working on and the open questions around how any future Bitcoin upgrade should be proposed and activated This is one of the most honest and firsthand accounts of the BIP110 fork you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

LIVE 🔴— The battle for Bitcoin is OVER. The Bitcoin Red Team. The Bitcoin Security Consortium. The failure of BIP-110. Something has shifted in Bitcoin and most people have not clocked it yet. Coinicarus and Rod join the show live to ask the question a lot of Bitcoiners are quietly thinking but not saying out loud. Have the suits taken control of freedom money? And if they have, is there any going back? Here is what we get into: Why the Bitcoin Security Consortium and the Bitcoin Red Team signal a new phase of institutional control over Bitcoin infrastructure Why BIP-110 failed and what that failure actually reveals about who holds real power in Bitcoin governance today Whether Wall Street money and corporate treasury companies have fundamentally changed the character of Bitcoin Whether this shift is inevitable maturation or a genuine threat to what made Bitcoin different in the first place What Bitcoiners who care about sovereignty and decentralization should actually be watching for next This is a live conversation, so expect it to get heated. Freedom money was never supposed to have a boardroom. Now it might. 🔔 Subscribe for weekly Bitcoin and macro analysis. Follow the guests: Coinicarus → https://x.com/coinicarus?s=11 Rod → https://x.com/rodpalmerhodl?s=11

In the wake of the Coldcard exploit Alex Bragan, CTO of Jan3, and Prince Filip, Chief Strategy Officer of Jan3, join the show to look at the future of Bitcoin, whether self-custody survives and if this is the start of the end for the sovereign individual or the beginning of a radical new form of government and global politics. They also break down what happened how AI is rocking the Bitcoin world for bad (and good), and why they believe we are witnessing its anti-fragility in action. They also cover the newly released B20 report ranking every country on Bitcoin adoption, why Prince Filip believes monarchies might be the future of good governance, and why the energy side of Bitcoin mining is the most exciting frontier for the rest of the decade. Here is what we cover: • Why AI is now being used by black hat hackers to probe critical Bitcoin infrastructure and why Boltz had to shut down • Prince Filip's own close call with the Coldcard exploit while on vacation and why older firmware saved him • Why going from open source to source available is what actually caused this entire problem • The ethics of white hat hackers preemptively draining vulnerable wallets before criminals can • Why the 25th word BIP-39 passphrase protected many people during this exploit and why you need one • How Aqua Wallet generates entropy and what additional randomness sources are coming • Why Bitcoin cannot be frozen but can be made harder to spend and why exchanges rejecting stolen coins matters • The new B20 report ranking every country on Bitcoin adoption and why the US takes the top spot largely due to seized coins • Why the UK ranks surprisingly high and what that reveals about the scoring methodology • Why Bhutan is one of the best examples of practical nation state Bitcoin usage today • Why Prince Filip believes Switzerland's federated cantonal system is the best functioning democracy in the world • The case for monarchy 2.0 and why Liechtenstein's monarch retaining veto power tells you something important about stability • How Bitcoin mining is quietly starting an energy renaissance, from stranded solar to communist-era district heating systems • Why AI could either massively expand personal freedom or become the ultimate surveillance tool for governments This is one of the most wide-ranging conversations on Bitcoin security, geopolitics, and governance you'll find this year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

The sellers are gone. Bitcoin shrugged at STRC dropping to 75 and the COLDCARD hack. It rallied when Saylor announced a Bitcoin sale. Matt Hougan, CIO of Bitwise, says those two moments told him everything he needed to know about where we are in the cycle. In this conversation Matt breaks down why the Bitcoin bottom is probably in, why the institutional supply squeeze has only just begun, why financial advisors pulled Bitcoin off statements at the end of Q2 and quietly bought it back on July 1st, and why Strategy is entering a very different phase than the one that made it famous. Here is what we cover: • Why Bitcoin shrugging at bad news is the single best indicator that the bottom is in • The Q2 to Q3 flow reversal that caught Matt completely off guard and what it reveals about financial advisor behavior • Why only 5 to 10% of ETF holders sold during a 50% drawdown and what that says about the conviction of the people who actually own it • Why institutional ownership of Bitcoin ETFs is on its way from 20% to 60% and what happens to the price when it gets there • Why the four year cycle is not dead but institutions are living in a 10 year super cycle and how both can be true at the same time • Why BIP110 has not penetrated institutional circles at all and why Matt thinks that is a good thing • The Bitcoin Security Consortium from BlackRock Fidelity and Strategy and why Matt thinks the mercenary reason for it is actually fine • Why quantum comes up in every institutional meeting as a blocker to allocation and what actually convinces them to move forward anyway • Strategy 2.0 explained and why the easy button phase is over and the managerial skill phase has begun • Why STRC is a retail led phenomenon and what would need to change for institutions to take it seriously • The hardest question Matt would ask Saylor on the earnings call today • Why the next cycle catalyst is stablecoins and tokenization and why Bitcoin gets a free lift from all of it • Why Bitwise officially forecasts Bitcoin at 1.3 million by 2035 and why Matt thinks that is probably conservative This is one of the most grounded and data-driven takes on where Bitcoin stands right now from someone who does 15,000 institutional meetings a year. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD into your account. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

The Coldcard hack was devastating. But Ben Cowen says it did not mark the bottom. And he has the data to show exactly why. Ben Cowen joins the show to break down why the price barely moved after one of the worst security events in Bitcoin history, why 2026 is tracking 2018 almost perfectly, and why the real bottom is still ahead, likely triggered by a stock market correction in September. He also pulls no punches on Saylor, the treasury company model, Bitcoin conferences, and why the industry completely lost its way this cycle. Here is what we cover: • Why the Coldcard hack did not move the Bitcoin price and what that actually signals about where we are in the cycle • How 2026 is tracking 2018 almost perfectly and why that means the real bottom has not happened yet • Why Ben expects a 10 to 20 percent stock market correction in September and why that will be the catalyst for the Bitcoin cycle low • The social interest data showing Bitcoin engagement is now lower than it was in 2022 and closer to 2018 levels • Why Saylor selling Bitcoin is not about the amount but about the message it sends and what it means for Strategy long term • Why Ben has zero confidence in STRC and why once a peg breaks it never fully recovers its trust • Why the Bitcoin conference has become a treasury company promotional event and why that is antithetical to everything Bitcoin stands for • Why Bitcoin treasury companies that exist solely to raise money and buy Bitcoin are no different from the altcoin founders they used to mock • Why narrative always follows price and why we will all find a reason for the drop after it happens • Why the ETFs have actually been declining in holdings in recent months and what that tells you about the state of retail participation • How the 30 year Treasury yield being higher now than when rates were at 5.5 percent proves the Fed does not control the long end of the curve • Ben's own conference in Miami on November 21st and why he built it around having a rational market discussion without booing dissenting views off stage This is one of the most honest and unfiltered conversations about where Bitcoin actually stands right now. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW BEN 👉 @benjaminjcowen SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

The Coldcard hack was just the beginning. New vulnerabilities have now been found in Boltz and multiple other wallets. And the people building the tools you use every day say the attack surface is growing faster than the community can patch it. Seth for Privacy from Cake Wallet, Danny from Breez, and PretyFlaco from Blink Wallet join the show to break down the latest wave of Bitcoin security failures, who is still vulnerable, and why the intersection of AI and Bitcoin attacks may be the most dangerous development in the sixteen year history of this network. Here is what we cover: The new vulnerabilities found in Boltz and other popular wallets after the Coldcard hack and what they mean for your stack Who is still at risk right now and why the blast radius is much wider than most people realize Whether these attacks are isolated incidents or part of a coordinated long-game operation targeting Bitcoin holders How AI is changing the nature of Bitcoin attacks and why the old security playbook is no longer enough What the future of self-custody looks like in a world where AI can probe for vulnerabilities faster than humans can find them Whether Cake Wallet, Breez, and Blink are safe and what each team has done in response to the new threat landscape How these attacks are going to ripple into every other industry that relies on cryptographic security The hierarchy of Bitcoin security in 2026 and what has fundamentally changed in the last few weeks What every single Bitcoin holder needs to do right now regardless of which wallet or hardware device they use What Bitcoin security needs to look like going forward and how the community adapts before the next wave hits The biggest black swan in sixteen years of Bitcoin is not over. This conversation is required listening for anyone who holds Bitcoin. Resources: Cake Wallet: https://cakewallet.com/ Breez: https://breez.technology/ Seth's site: https://sethforprivacy.com/ 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

The COLDCARD hack is still sending shockwaves through the Bitcoin community. But Jameson Lopp and Nick Neuman say the bigger question is not what just happened. It is what is coming next. In this conversation we bring in two of the most respected voices in Bitcoin security to break down who is actually vulnerable, what every Bitcoin holder needs to do right now, and whether this attack was the beginning of something much larger and more coordinated than anyone wants to admit. Here is what we cover: Are more hacks on the way and what the latest on-chain signals are already suggesting Who is vulnerable outside of COLDCARD users and why assuming you are safe is the most dangerous thing you can do right now Whether the COLDCARD hack could have been a retirement attack, a coordinated long-game operation designed to hit the people with the largest and oldest stacks The hierarchy of Bitcoin security in 2026 and whether everything we thought we knew just changed What every Bitcoin holder needs to do immediately regardless of which hardware wallet they use Whether Boltz suspending activities and wallets like Aqua and Bull Bitcoin are actually safe right now How AI is going to fundamentally disrupt Bitcoin security going forward and why the attack surface is growing faster than most people realize Why Saylor's loud silence on the hack is raising eyebrows and what it might signal Why Saylor selling went almost completely unnoticed while the community was focused elsewhere Where is NVK the founder of COLDCARD and why his absence from the public conversation is one of the most discussed topics in Bitcoin security right now What the next chapter of Bitcoin security looks like and how the community needs to adapt before the next attack lands Do not assume you are safe. This conversation is for everyone who holds Bitcoin. Resources: Casa: https://casa.io/ Trezor: https://trezor.io/ Lopp's site: https://www.lopp.net/ 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

It is time to start taking this seriously. Adam Sommer is a professional astrologer with nearly 20 years of experience and a Bitcoiner for almost a decade. Earlier this year, he spent an entire class series telling students that late July 2026 could be the beginning of a major financial reckoning. He predicted this weeks before the COLCARD hack shook the Bitcoin world. The details were not identical. But the timing was. And when you look at the convergence of cycles he was tracking, it is very hard to call it a coincidence. In this conversation, Adam breaks down why Bitcoin has a birth chart, why the 18.6 year nodal cycle is the most reliable indicator he has ever found, and why Bitcoin is about to hit its first nodal return, a cycle that has predicted every major real estate and financial crisis for a century. Here is what we cover: • Why Adam called late July 2026 as the beginning of a potential 2008-style reckoning and how that prediction came true before we even hit record • What the minor grand trine is and why a French astrologer predicted it would mark the birth of a new civilization back in the 1990s • Why the Bitcoin four year cycle is probably just a coincidence astrologically but the 18.6 year nodal cycle is anything but Bitcoin's birth chart explained, why January 3rd 2009 in London is the date most astrologers use and what it reveals right now • Why Saturn and Neptune coming together every 36 years reshapes the world and why the last time it happened the World Wide Web was born • Why Bitcoin is the only 24 hour free market left and why Adam uses it as his truth gauge for the entire global economy • Why Adam does not trust Saylor and has never owned MSTR, and the reason he thinks the STRC preferreds are a distraction from everything Bitcoin was built for • The Jack Mallers and 21 Capital situation and why Adam thinks Tether quietly took over • Why AI agents are going to need Bitcoin and Lightning to transact and why that is already baked into the charts • The quantum FUD reframe, why if quantum ever breaks Bitcoin everything else is already destroyed • Why the BIP110 civil war and the August 8th mandatory signaling period may be astrologically linked to the eclipse on August 12th • What Adam sees coming for Bitcoin in the next quarter and why relative strength in a collapsing tech market may be the most important signal right now If you have ever dismissed astrology, this conversation will at minimum make you wonder. 🔔 Subscribe for weekly Bitcoin and macro analysis. Adam's website: https://www.adam-sommer.com/ SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit your first $100 USD 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

EMERGENCY: Your COLDCARD Seed May Be Broken. Here Is What To Do Coinkite has disclosed a firmware bug that caused COLDCARD hardware wallets to generate seed phrases without proper randomness. Roughly 594 BTC, about 38 million dollars, was swept from nearly 500 wallets in a handful of blocks. If you generated a seed on a COLDCARD, act before you finish watching. The most important thing to understand: the firmware hotfix protects new seeds only. It does not repair a seed that was already created on vulnerable firmware. Updating your device does not make you safe. Migrating to a new seed does. WHO IS AFFECTED COLDCARD Mk3 running firmware 4.0.1 through 5.0.3: Coinkite estimates the effective search space at roughly 40 bits instead of the intended 128. Treat these seeds as at risk and migrate now. COLDCARD Mk4, Mk5, and Q: additional entropy from the secure elements put these at roughly 72 bits, better than Mk3 but still below the 128-bit target. Coinkite advises updating to firmware 5.6.0 (Mk4 and Mk5) or 1.5.0Q (Q), then generating a completely new seed. Seeds protected by a strong, unique BIP-39 passphrase, or created with at least 99 independent dice rolls, are at minimal risk according to Coinkite's early analysis. TAPSIGNER, OPENDIME, and SATSCARD are not affected. They use a different codebase. IMPORTANT Coinkite has not confirmed that the on-chain sweep was caused by this bug. Researchers consider it the most plausible explanation, and the investigation is ongoing. No COLDCARD device was physically breached, no PIN was defeated, and no secure element was broken. This is a seed generation flaw. Never enter your seed phrase into any website or tool claiming to check whether you are vulnerable. Expect scam checkers to appear. Migrate calmly, verify your wallet fingerprint, and send a small test transaction before moving the rest. OFFICIAL SOURCES Coinkite Mk3 advisory: https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/ Coinkite technical backgrounder: https://blog.coinkite.com/entropy-technical-backgrounder/ Firmware downloads: https://coldcard.com/docs/upgrade GUESTS Josh of Nova Sapiens Michael of OnRamp Zach of Foundation Devices

LIVE 🔴 DurdenBTC and André Dragosch are bringing two of the sharpest analytical frameworks in the Bitcoin space to bear on the most important questions in the market right now: \ Is the Bitcoin bottom already in?\ Is the AI trade finally topping out?\ And what does the Strait of Hormuz crisis mean for capital flows into hard assets? Dragosch's valuation models and Durden's market structure analysis converge on conclusions that most investors are nowhere near positioned for. This is the data-driven conversation that cuts through the noise when everything is moving at once. 👉 Follow Bitcoin News for daily Bitcoin updates and deep macro analysis. 👉Follow @Andre_Dragosch and @DurdenBTC for more of their work. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin with an initial $100 USD deposit 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Someone is paying to manipulate your Bitcoin timeline. And most people scrolling through it have absolutely no idea it is happening. Michael Sullivan reads the language of Bitcoin Twitter. He says desire, the emotion most closely correlated with bull market tops, is at its lowest level in eight years. Adrian Morris reads the options market and the financial data itself. He says sentiment is being manufactured in real time by accounts working on behalf of hedge funds and short sellers. Today they reveal they are merging their work into a single model. And they explain exactly who is paying to move the algos and why it is working. Here is what we cover: • Why desire is at an eight-year low on Bitcoin Twitter and what that has historically signaled about cycle position • How Adrian reads sentiment directly from financial data instead of language and why that is a fundamentally different signal • Why narrative leads price rather than follows it and the data that proves it • Why Saylor is not the problem, he is just the gravitational pull point for a community that was already angry • The capitalist cohort of Bitcoiners is trending up in conviction while the fundamentalist cohort is trending down and why that matters • Who is paying to run bot armies against MSTR and Bitcoin on X and how the manipulation actually works at the algo level • Why moving the algorithm by half a percent matters enormously when you are running a thirty million dollar position • How large accounts with huge followings are knowingly being used to manufacture narratives for hedge fund entries and exits • Why the X algo change has amplified bots and noise rather than genuine sentiment • Whether price going back up will reunite the Bitcoin community or whether the fractures are now permanent • Why both guests think the Bitcoin community has never really been one unified thing and never will be • How to use AI to scale your thinking rather than just outsource it This is one of the most forensic and unflinching looks at what is actually driving Bitcoin sentiment you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use code "BITCOINNEWS" and get a $21 signup bonus in Bitcoin after you make your first $100 USD deposit. 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Bitcoin could split in 15 days. And most people have no idea what that actually means for their stack. Wicked Smart Bitcoin and Portland Hodl join the show to give you the most clear-eyed, technically grounded breakdown of what is happening with BIP110, what you need to do before August 8th, and why both of them think this fork is going to fail miserably — and why that is actually bullish for Bitcoin. Here is what we cover: • Should you move your Bitcoin around August 8th — the practical answer with no hype • The single most important distinction in this entire debate: policy vs consensus, and why most people arguing about it have never had it explained clearly • Why Bitcoin Core version 30 changed the rules at school but did not change the laws of physics • The eight rules of BIP110 broken down one by one — which ones are fine and which ones Wicked calls his deal breakers • Why the 55% activation threshold is almost comically low and why it almost guarantees a chain split • Why stopping spam on Bitcoin is a cat and mouse game you can never win at the consensus level • The role of fees as the only real defense against spam and why monetary adoption is the long-term answer • Whether we will see an airdrop of BIP110 coins and where you could even sell them if we did • Why Portland says we will know within the first hour of mandatory signaling whether this fork succeeds • Who actually governs Bitcoin and what this fight reveals about how consensus forms and fails • Why BIP110 failing would be one of the most bullish things that could happen for Bitcoin right now This is the calmest and most technically grounded conversation you will find on this topic anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

LIVE 🔴 Rekt Capital Market Analysis. Is Bitcoin quietly building a base… or is this summer range setting up for another leg lower? In this live stream, Rob Wallace is joined by Rekt Capital to break down Bitcoin’s current market structure, the significance of the 200-week moving average, and whether the current consolidation resembles historical summer ranges that preceded major moves. Topics include: • Is the current summer range accumulation or distribution? • Why the 200-week SMA remains one of Bitcoin’s most important support levels • The series of macro lower highs since October 2025 • What Bitcoin needs to invalidate the current downtrend • Why buy-side volume is the key metric to watch • Historical summer range comparisons • What could trigger the next major move in Bitcoin If you’re looking for objective technical analysis grounded in historical market behavior rather than hype, this conversation is for you. Find Rekt on X: https://x.com/rektcapital 👍 Like the stream, subscribe for more Bitcoin market analysis, and let us know in the comments: Is this range accumulation or distribution? SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Sina, the analyst behind Bitcoin Intelligence and the man who helped popularize the power law, the quantile bands, and the momentum model, is back for his first interview in over a year. Last time he was on, he said the $250K calls for 2025 were dangerously overextended. Bitcoin topped at $126K in October and is now down over 50%. He nailed it. Now he is back to tell you what his models are saying right now, why two of them currently disagree, and what actually needs to happen to end this bear market. Here is what we get into: • How Sina called the October top when the entire market was screaming $200K to $250K • Why this bear market hit harder than even he expected and the hidden leverage that caused it • The three headwinds holding Bitcoin back that almost no one is talking about • How AI drained the development capital that used to build on Bitcoin and what that means for adoption • Why falling inflation could be the single catalyst that ends the bear market • The counterintuitive truth about why Bitcoin rips when inflation falls and not when it rises • The power law chart showing Bitcoin at its most undervalued position ever recorded • The VPLI chart quantifying exactly how oversold Bitcoin is right now • The quantile model showing Bitcoin at the lowest band in years and what that means for DCA • The momentum model explained and why it is still flashing red despite the recent bounce from $58K • How to balance the quantile deep value signal against the momentum red signal • How to know if you are overallocated and the single best sign to watch for • Why following influencers into leverage trades is one of the worst financial decisions you can make • How Sina called out Bitcoin treasury companies a year ago when it got him attacked and unfollowed • The preferred stock math that proved the treasury model was structurally flawed from day one • What Saylor got right, where he went wrong, and why the narrative shift from sound money to paper products is a problem • Why spending Bitcoin is not the enemy of Bitcoin and the fallacy Saylor promotes • What Bitcoin actually needs to return to all time highs and why it cannot happen on speculation alone Links: X: https://x.com/Snz_BTC Substack: https://bitcoinintelligence.substack.com/ SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

Bitcoin has reached a critical tipping point. In this episode, Joe Consorti and Marty Bent break down why the biggest "killer" of Bitcoin’s price has finally reversed and what this means for a potential parabolic move. If you’ve been waiting for the signal that the macro headwinds are over, this is it. What You’ll Learn: • The Tipping Point: Why the structural resistance holding Bitcoin back has officially broken. • Liquidity & Interest Rates: How upcoming cuts are acting as the ultimate catalyst for price action. • Market Sentiment: Why most investors are missing the reversal happening right under their noses. • The Path to Parabolic: Joe and Marty’s outlook on the next phase of the Bitcoin bull market. @JoeConsorti is a leading macro analyst focusing on Bitcoin and capital markets. Marty Bent is the founder of @TFTC and a prominent voice in the Bitcoin space. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Has Bitcoin finally bottomed out, or is this just another trap before the next leg down? In today's video, we’re joined by @OnChainMind to dive deep into the latest on-chain data to analyze a massive shift in market structure: sellers are showing major signs of exhaustion. We break down the key metrics revealing whether the Bitcoin bottom is officially in, and if the market is quietly preparing to go parabolic. If you want to understand what the smart money is doing right now behind the scenes, this is a must-watch. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.

Real Bitcoin self-custody is under a major attack, and the window for normal people to own absolute sovereign UTXOs is closing faster than you think. In this wide-ranging episode, host Rob Wallace sits down with NVK, the founder of Coinkite and creator of the legendary Coldcard, to unpack the dark reality facing Bitcoiners today. From skyrocketing targeted physical attacks and draconian DAC8 reporting laws in Europe to the distraction of financialized yield products, NVK warns that we are entering a era of "second-class citizens" for those who refuse to take absolute responsibility for their stacks. We also dive deep into the highly contested BIP 110 fork debate, why NVK isn't losing sleep over quantum computing threats, and how AI serves as a 1,000x multiplier that everyone must learn to leverage alongside sound money. Finally, NVK shares his deeply contrarian take on raising children in a hyper-connected world and why letting your kids experience true boredom is the secret to unlocking the next generation of geniuses. SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets

Michael Saylor just sold 3,588 BTC — and macro analyst Jaime Coutts explains why it may mark the Bitcoin bottom, not the top. Bitcoin just suffered one of its most controversial corrections yet—but according to him, this bear market is unlike any we’ve seen before. In this interview, he explains why Michael Saylor’s Bitcoin sale may have removed a major overhang from the market, why Bitcoin has diverged from global liquidity for the first time in years, and why AI—not monetary policy—is absorbing the world’s capital. Jamie also shares why he believes Bitcoin is approaching a major inflection point over the next 12–18 months. We also dive into debt, liquidity, quantum computing, AI agents, China’s economy, and why Bitcoin’s long-term fundamentals may be stronger than ever despite the current price action. Follow Bitcoin News and dive into this and more alpha analysis! Follow Jamie Coutts: X: https://x.com/JaimeCoutts Real Vision: https://www.realvision.com 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets #Bitcoin #Saylor #JamieCoutts

LIVE 🔴 There may be no company on Earth with a more efficient system for creating shareholder value than Strategy. No factories. No supply chains. No inventory. No commodity exposure. Just a high-margin software business combined with a Bitcoin acquisition engine that may be rewriting the rules of corporate finance entirely. Pio and Grain of Salt (@BTCTrueNorth) join the show to make the case that the market still does not understand what Strategy actually is, why this ends at either a multi-trillion-dollar company or nothing, and why Michael Saylor could become the richest man alive if the thesis plays out. 🟣 Plays SatsDrop from Rhino and win FREE Bitcoin today 👉 https://bit.ly/3Sndb1T Here is what we get into: Why Strategy's business model is structurally different from almost every other public company on earth Whether Bitcoin eliminates the core risks that destroy traditional asset-heavy businesses How Strategy creates shareholder value without factories, inventory, or physical infrastructure Why the market is still fundamentally mispricing MSTR and what it is missing The $5 trillion or zero thesis and what has to happen for each outcome Why Saylor's Bitcoin acquisition strategy may be the most capital-efficient model ever built Whether this is just a leveraged Bitcoin play or a genuinely new blueprint for corporate capital allocation The long-term opportunity for MSTR shareholders that almost no one is properly modeling This is one of the most detailed breakdowns of the Strategy thesis you will find anywhere. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets

Almost every Bitcoiner thinks a Democrat in the White House is bad for Bitcoin. Dave Weisberger says they have it completely backwards. And he has the math to prove it. Dave Weisberger, market structure expert, co-founder of CoinRoutes, and author of the upcoming Wiley book Million Dollar Frat Boys, joins the show to break down why a President AOC scenario could be the single greatest catalyst Bitcoin has ever seen, why the MSTR death spiral crowd is dead wrong, and why Bitcoin is one of the most underpriced assets on the planet right now. Here is what we get into: Why AOC becoming president would be the most bullish event in Bitcoin history and the math behind it How Gary Gensler and Elizabeth Warren accidentally created the perfect conditions for Trump's meme coin billions Why the Trump meme coin disclosure changes almost nothing about where crypto regulation is headed The real reason October 10th happened and why it was likely a coordinated momentum ignition attack Why no one should be surprised that MSTR dropped 75% when Bitcoin dropped 50% The difference between Strategy common stock, STRC, and what each one actually is Why Dave thinks STRC was marketed incorrectly and who it should actually have been sold to Why the Satoshi wallet quantum threat is wildly overblown and why recovering those coins might actually be bullish New York City rent freezes, socialism creeping into America, and what it means for hard money assets Why Bitcoin is still trading at well under 5% probability of becoming digital gold despite everything that has changed How agentic AI commerce could become one of the most powerful tailwinds Bitcoin has ever had Why adoption is the only catalyst that matters and why Dave thinks we are already past the point of no return

You have roughly 18 months before AI permanently separates the builders from everyone else. Fernando Nikolic, former VP at Blockstream and now a profitable AI solo founder, says most people including most Bitcoiners are going to end up on the wrong side of that line. In this conversation we get into the permanent underclass, the dying Bitcoin culture, the chaos gap we are all living through, and the forensic analysis Fernando ran using 17 AI sub-agents through five years of Michael Saylor's public communications that found something deeply disturbing about how the STRC launch was engineered. Here is what we cover: • What the permanent underclass actually means and why you only have 18 months to escape it • What it is like to run a fully profitable business where all your employees are AI agents • Why AI psychosis is real and how Fernando pulled himself back from the edge of it • Why taste and voice are the last human advantages that AI cannot replicate • How the Gutenberg printing press, Bitcoin, and AI are all doing the exact same thing to different institutions • Why AI is homogenizing the web and what that means for anyone trying to build a brand • The forensic analysis of five years of Saylor's communications and what it reveals about how STRC was engineered • Why Strategy selling 700 Bitcoin in 2022 moved markets less than selling 32 Bitcoin in 2026 • What Perception is, what it does, and how companies are already using it to track narrative shifts in real time • Why BIP-110 is failing to break out of the Bitcoin echo chamber and what it would take to change that • Why this bear market has the worst memes and most uninspired content of any bear market Fernando can remember • Why the Bitcoin and AI symbiosis is the only narrative that can drive the next wave of real adoption SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

LIVE 🔴 Matt McDonagh lays out a thesis that sounds crazy until you follow the logic… America has exactly one move left to secure its dominance for the next 250 years, and it's Bitcoin. As the dollar's grip on global reserve status weakens and rival powers position for the next era of monetary competition, embracing Bitcoin as a strategic asset may be the only play left that actually works. This isn't just speculation — it's a geopolitical chess move hiding in plain sight. 👉 Follow Bitcoin News for daily Bitcoin updates, strategic analysis, and the bold ideas shaping how nations are thinking about Bitcoin's role in the next century. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

Back in the fall of 2025, when almost everyone was calling for a final blow off top above $200K, Ben Cowen said the opposite. The top is in. A year long bear market is coming. Nine months later, he has been proven right. Now he is back to give you the exact price target, the exact month he has circled on his calendar, and why the biggest Bitcoin treasury company on earth bleeding out might just be the thing that finally ends this bear market. Here is what we get into: • How Ben called the October top when everyone else was calling for $200K • Why the four year cycle remains undefeated and why it has nothing to do with the halving • The three stages of a bear market and why we just entered stage three • Why October keeps showing up in the data no matter which indicator you use • The MicroStrategy chart from last cycle that points to the exact same week in 2026 • Why the realized price at $53K and the balanced price at $38K are the two levels to watch • Why the 200 day moving average is resistance until 2027 • How volume spikes have ended every prior bear market and why we have not seen one yet • Why narratives follow price and not the other way around • Why a stock market correction in August or September could be the catalyst that unlocks rate cuts • Why the people who end bear markets are always forced sellers, not willing ones • Why social interest in Bitcoin is down 10x from the 2021 peak and what that tells you about timing • Why Ben is already okay with starting to accumulate at current prices He is not a perma bear. He is just following the data. And the data says October. 🔔 Subscribe for weekly Bitcoin and macro analysis. Follow Benjamin 👉 @benjaminjcowen SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets

Bitcoin is down 50 percent. Stocks are at all time highs. The preferred shares sold as money market alternatives are trading 25 percent below par. And the man who said he would never sell Bitcoin just sold Bitcoin, causing a deep bear market in both crypto and MicroStrategy. Will Reeves, CEO of Fold, has been building in Bitcoin for over a decade. He has been through every bear market. And he says this one feels different. Not because Bitcoin is broken, but because for the first time, the whole world is watching. Here's what we get into: • Why this bear market feels different to a decade-long Bitcoin builder • Whether the four year cycle is truly undefeated and what that means for where we go next • The real story behind the preferred shares down 25 percent and who actually bought them • Why Saylor's transparency was one of his greatest assets and how the last few months have challenged that • Whether Strategy having 850,000 Bitcoin is a risk to the entire market • How gold took decades to emerge from the derivatives games played on top of it and why Bitcoin could face the same thing • Why institutions are in wait and see mode and what would bring them back • How Fold sold Bitcoin to fund the business and why that was the right call • Why airline miles are the ultimate shitcoin and how Fold has delivered $70 million in Bitcoin rewards instead • How Steak and Shake's Bitcoin integration is the most bullish real world signal nobody is talking about • Why HODL does not mean hold to your grave and what it actually means to use Bitcoin to unlock your life The end goal is not Bitcoin. Bitcoin is the tool. This conversation is about what it unlocks. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Plays SatsDrop from Rhino and win FREE Bitcoin today 👉 https://bit.ly/3Sndb1T 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

LIVE 🔴 Strategy has just crashed below $100 per share and Bitcoin is sitting under $61K — and the panic spreading through the market right now is exactly the kind of moment that separates long-term holders from people who never really believed in the first place. The questions everyone is asking are the right ones: is this a temporary flush or something more structural, and what does it mean for Michael Saylor's entire thesis if the numbers keep moving in this direction? Here's the honest breakdown of what's really going on. 👉 Follow Bitcoin News for daily Bitcoin updates, real-time market analysis, and the calm, clear-headed takes when everyone else is losing their mind. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/… Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

Grant Cardone says the biggest financial lie ever told is: “Save your money.” While most people are taught to save cash, Grant argues that cash is constantly losing purchasing power and that the wealthy play a completely different game. Instead of saving, they acquire assets, use debt strategically, and convert fiat into things they believe will outperform inflation. In this interview, Grant breaks down: • Why saving money can actually make you poorer • The difference between scarcity and abundance thinking • How wealthy people use debt differently • Why he is bullish on Bitcoin • The Bitcoin + real estate strategy he believes could change investing • The biggest mistakes investors make • How AI, Bitcoin, and hard assets could reshape wealth creation Whether you agree with him or not, Grant’s views on money, Bitcoin, investing, and entrepreneurship challenge almost everything most people have been taught. 🟣 Plays SatsDrop from Rhino and win FREE Bitcoin today 👉 https://bit.ly/3Sndb1T

The Dow just hit a record high above 52,000. Elon Musk became the first trillionaire in history. And Bitcoin is sitting 50% off its high with some of the worst sentiment on record. So are we in the mother of all bubbles? Former BlackRock VP John Gillen, host of @MilkRoadMacro , joins Bitcoin News to break down one of the strangest macro setups in years. Record highs in the indices, a brutal grind in Bitcoin, an AI IPO frenzy led by SpaceX at a 1.77 trillion dollar valuation on a company that lost roughly 5 billion dollars last year, and Kevin Warsh stepping in for his first FOMC meeting as Fed Chair with inflation ticking back up. John recently sat down with macro analyst Henrik Zeberg, who argues this is a final blow-off top before a deflationary crash that could rival 2008. We pressure test that thesis from every angle and ask where John actually stands. In this episode: 🔶 Are we in the biggest bubble in history, and how close are we to the end of it 🔶 Is the AI trade real, and does the SpaceX IPO mark the top 🔶 Is Bitcoin a safe haven, or the canary in the coal mine 🔶 Why is Bitcoin sentiment so poor while the indices print records 🔶 The case for hard assets as sovereign debt goes parabolic 🔶 How an ex-BlackRock insider is positioned right now SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 👉 Follow Bitcoin News for daily Bitcoin updates, macro analysis, and the conversations that help you read the cycle before the rest of the market catches up.

Everyone asks how much Bitcoin they need to retire. Almost no one asks if they actually have a plan to get there. Trey Sellers of Unchained and FireBTC joins the show to break down the retirement math Wall Street uses, why Bitcoin completely rewrites the equation, and how a focused four-year stacking sprint could put ordinary people on a path to financial independence decades earlier than they ever thought possible. Here's what we cover: • Why 6.15 BTC is the meme answer and what the real answer actually depends on • The 4% rule explained and why Bitcoin lets you apply an 8% withdrawal rate instead • Why selling your stocks first and letting your Bitcoin run longer is the smarter withdrawal order • The four-year stacking sprint — why front-loading your effort early has a compounding impact that nothing else can replicate • Why someone saving less but starting 10 years earlier will end up far wealthier than someone saving more and starting late • How every extra 1% allocated to Bitcoin increases total portfolio returns by 9.6% • Why the fire movement has a blind spot that Bitcoin fixes — and why Bitcoiners have a blind spot that fire frameworks fix • The difference between good debt and bad debt and why paying off your mortgage early might be the worst financial decision you can make • How to get spousal buy-in on a stacking sprint without sounding crazy • The FireBTC Compass — a free privacy-first browser tool that runs your retirement numbers without sending your data anywhere Most Bitcoiners know how to stack. Far fewer know when they have stacked enough. This video is for both. 🔔 Subscribe for weekly Bitcoin and macro analysis. FOLLOW TREY: @tsellers33 FOLLOW UNCHAINED: @unchainedbtc SPONSORS 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

Everyone has Saylor's trade completely wrong. The bears think it's a Ponzi. The bulls think it's invincible. Dan Hilery says both sides are missing the actual numbers and the real story is more interesting than either of them. Bitcoin is at $62,000. MSTR is trading where it was two years ago. STRC has broken its $100 par and is sitting in the low nineties. The shorts are piling in, put volume is three times the calls, and Peter Schiff is calling the whole thing a Ponzi. But Dan Hilery says everyone is looking at this completely wrong. And he has the numbers to prove it. Here's what we get into: • Why the MSTR short thesis has a fatal flaw that almost no one is talking about • How Strategy selling Bitcoin made headlines while the 50x buyback was barely mentioned • Why STRC breaking par is not the death spiral signal the bears think it is • What the put to call ratio actually tells you about positioning and why it could be the setup up for a violent short squeeze • The real math behind Strategy's Bitcoin treasury model and why the numbers still work at $62,000 • Why this moment looks a lot more like a buying opportunity than a blowup • What has to happen for MSTR to get back to all time highs — and why Dan thinks the catalyst is closer than most people think • Why Peter Schiff has been calling this a Ponzi from the beginning and why he will be wrong again • The shorts are the loudest they have ever been. Dan says that is exactly when you want to be paying attention. 🔔 Subscribe for weekly Bitcoin and macro analysis. 🟣 Download the Rhino App 👉 https://rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $10 of FREE Bitcoin 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe

Tom Luongo has a theory that most Bitcoiners are not going to like. And he's got the data to back it up. Bitcoin should be at $400,000 right now based on everything we were told. It's at $60,000. Tom says there's a reason for that. And once you understand it, the road to $1 million Bitcoin looks very different than the one most people are expecting. Here's what we get into: • Why Bitcoin hit $125,000 twice and went nowhere — and what that tells you about who is actually in control of the price • Why Tom thinks the price of Bitcoin may be pre-negotiated and we are living through Bitcoin's version of gold's lost decade in the 2010s • Why Scott Bessent would rather buy Bitcoin at $60,000 than $125,000 — and who has to go broke to make that happen • Tom's spicy call: Michael Saylor (Chairman of MicroStrategy) goes bust before Bitcoin reaches $1 million — and his Bitcoin ends up on the US government's balance sheet • Why Bitcoin only hits $1 million when the US Treasury has enough Bitcoin to balance the books • Sovereignists vs globalists — how to make sense of every major geopolitical conflict right now through this single lens • Why Trump going to war with Iran was not a betrayal — and who actually manufactured that narrative and why • Why the oil crisis is already over and who has been painting the tape on the Brent Crude chart • Why the dollar is being redollarized — not destroyed — and how Bitcoin and gold fit into that plan • The end of Fed dominance and the rise of Treasury dominance — and what that means for every asset you own • Why $15,000 gold, $400 silver, and $1 million Bitcoin are the numbers that balance America's books This is one of the most different and challenging takes on Bitcoin you will hear all year. Whether you agree or not, you will not look at the market the same way afterward.

Everything is ripping to all time highs. Bitcoin is sitting still. And then the headline hits — Saylor just sold Bitcoin. 32 of them. Samson Mow has seen this movie before. And he's not selling. In this conversation, Samson breaks down why this moment feels exactly like every other bottom in Bitcoin history, why the death spiral talk is the same FUD we heard about mining years ago, and why the road to $1 million Bitcoin is still the only rational conclusion when you look at the math. Here's what we get into: • Why Saylor selling 32 Bitcoin out of 843,000 is a feature, not a betrayal • Why the MSTR death spiral theory makes the same mistake as the mining death spiral theory • Why Samson thinks the four-year cycle is complete rubbish and what that means for timing your next move • How Iran accepting Bitcoin as a toll through the Strait of Hormuz proves neutral money is for everyone, even your enemies • Why everything that flows out of Bitcoin must flow back in, just like the tide • How SpaceX, Anthropic, and the next wave of AI IPOs will eventually reach the same conclusion Saylor did • Agentic Aqua — the Bitcoin wallet built for AI agents and why it could define agentic commerce • Why Bitcoin Maxi posts on X are actually training data quietly pushing AI toward a Bitcoin standard • Production Ready — the new nonprofit building a third Bitcoin client focused on conservatism, stability, and security • Why the Clarity Act has almost nothing to do with Bitcoin and everything to do with banks vs stable coins • Why $1 million Bitcoin by 2030 to 2032 is the only logical conclusion every model points to It is not easy. But you just have to be patient. 🔔 Subscribe for weekly Bitcoin and macro analysis.

While everyone is focused on Michael Saylor selling bitcoin, $STRC and Strategy (MSTR), another Bitcoin company may be building something even bigger. Matt Cole, CEO of Strive, explains why the next phase of Bitcoin adoption could be driven by corporate treasuries, capital markets, AI disruption, and innovative Bitcoin accumulation strategies. From Bitcoin treasury companies and dividend strategies to the future of AI and wealth preservation, this conversation explores why many investors may be completely unprepared for what’s coming next. In this interview: • Why Bitcoin treasury companies are exploding • The future of Strategy (MSTR), Strive, and corporate Bitcoin adoption • How AI could reshape investing and retirement savings • Why traditional portfolios may struggle in the next decade • The path to $1 million Bitcoin and what could accelerate adoption 👉 Join Bitcoin News for this deep dive with Strive CEO Matt Cole.

El Salvador didn't just adopt Bitcoin. Now they're racing to own sovereign AI — and Max Keiser says Bitcoin is coiled and ready to explode. Max Keiser and Stacy Herbert join the show to break down what's really being built in El Salvador and why it's bigger than anyone realizes. This isn't a Silicon Valley story. It's a Renaissance — and Bitcoin and AI are the twin engines driving it. In this conversation, you'll hear: • How El Salvador partnered with Elon Musk and Google to put frontier AI in the hands of every citizen • Why universal basic access beats universal basic income — and what that means for the global south • How the Bitcoin and AI revolutions are converging and why El Salvador is the proving ground • The yen carry trade unwind, bond markets screaming, and why the funding for the entire global fiat economy is drying up • Why 40% of S&P 500 valuation is now tied to AI — and what happens when that unwinds • Max's take on why Bitcoin is coiled for a massive move that will catch almost everyone off guard • How Bitcoin is quietly destroying the state and building an entirely new social contract From murder capital to Bitcoin country to AI nation — this is what a real civilization upgrade looks like.

The Clarity Act just changed everything for Bitcoin — and almost no one is talking about it. Joe Consorti joins the show for a deep dive into why the Clarity Act could be the single biggest regulatory unlock in Bitcoin's history, and the chain of events it's about to set off on a global scale. Here's what we cover: • Why the Clarity Act could trigger a sovereign-level Bitcoin accumulation race — and which countries move first • The Strait of Hormuz crisis: how a full closure could send oil past $200 a barrel — and why Wall Street is completely asleep at the wheel • The inflationary time bomb quietly building beneath the surface of markets • AI and the biggest productivity boom in history — why governments will be forced to print in response and how Bitcoin becomes the ultimate beneficiary If you think Bitcoin's regulatory moment is already priced in, this conversation will change your mind.

The Biggest Bubble Ever? | Infra Explains Why Markets Are Breaking Upwards, Debt Is Exploding & Bitcoin Could Hit $10M In this macro deep dive, Rob Wallace sits down with market analyst Robert (@infraa_) to unpack what may be the most dangerous financial environment in modern history. Despite war in the Middle East, soaring oil prices, record sovereign debt, and mounting stress in global credit markets, stocks continue ripping higher. Why? Infra argues that governments and central banks are desperately trying to keep the bubble alive through debt issuance, market intervention, liquidity injections, and financial engineering. But according to him, the system is reaching a breaking point.

Adam Back on Bitcoin's Quantum Defense, Satoshi's Identity, and the future of Bitcoin Treasury Companies Dr. Adam Back, CEO of Blockstream and the inventor of Hashcash (cited in the Bitcoin whitepaper), joins Rob Wallace to dismantle the latest quantum panic, explain what real post-quantum security for Bitcoin looks like, and unveil the new Blockstream Jade hardware wallet. Adam breaks down why Project 11's recent quantum claim was misleading (the state of the art is still factoring the number 15), how Blockstream Research is engineering a post-quantum future for Bitcoin with the SHRINCS signature proposal from Jonas Nick, and why Taproot was quietly designed years ago to be quantum-ready. He also weighs in on the renewed Satoshi hunt sparked by the New York Times investigation and the new "Finding Satoshi" documentary, the state of Bitcoin self-custody, miniscript and PSBT, the rise of Bitcoin treasury companies including his own BSTR (Bitcoin Standard Treasury), MicroStrategy's STRC preferred shares, and what gets him most excited about Bitcoin in 2026.

Jay Dyer: Bitcoin Is Ethical Money in a Spiritually Demonic Fiat System. Philosopher and theologian Jay Dyer joins Rob Wallace to decode the all-seeing eye on the dollar, expose the Fabian socialist roots of the global banking and intelligence apparatus, and explain why Bitcoin is the only ethical, theft-proof exit from a rigged fiat regime. Jay walks us through the hermetic symbolism on the $1 bill, the FDR-era push toward soft money, and the central thesis of Carroll Quigley's Tragedy and Hope: medieval bankers built the original infinite money printer and never gave it up. Then we go deep on the spiritual case for Bitcoin, the Keynesian fraud, CBDCs, the Epstein network, and what Bilderberg actually agreed on.

British HODL on MSTR, STRC, Michael Saylor's 1 million Bitcoin path, BlackRock's iBit, and why Bitcoin in 2026 is "a done deal." British HODL joins Rob Wallace live from Dubai to explain why Bitcoin is "such a done deal" he's barely bothering to talk about it anymore. We break down Michael Saylor's new STRC perpetual preferred, MSTR's path to 1 million Bitcoin, why every other treasury company is (in his words) a "shit bag," surviving 3,000+ missiles over the UAE, and why Satoshi's coins should never be touched. British HODL (@BritishHodl) has been pounding the table on "Get to One Bitcoin" longer than almost anyone in the space. In this conversation he argues STRC is the iPhone moment for Strategy, explains why retail is already cooked, and makes the case for Bitcoin as the only asset worth owning in a multipolar world. What we cover: STRC's 11.5% yield, the 80% retail buyer base, and Coffeezilla's critique BlackRock's iBit vs Strategy: who accumulates faster? Nakamoto, BitStrategy, Metaplanet, and the trapped capital thesis Bitcoin's drop from $126K to $74K and whether the four-year cycle is dead Peak Bitcoin education and the end of "teach your empanada stand" era Gold vs Bitcoin in 2026 Life inside Dubai during the attacks and why the internet rooted against the UAE Trump, Iran, stablecoins, and America's shrinking physical empire The Iranian Bitcoin toll booth and strategic reserve thesis Quantum computing, ECDSA, and whether to freeze Satoshi's coins Why AI isn't a bubble but you're still falling behind

Is El Salvador the most important country in Bitcoin right now? We went straight to the source. Rob Wallace sits down with Michael Ruiz (Build in El Salvador) and Jethro Toro (Bitcoin Country Podcast), two Americans living full-time in El Salvador, for a ground-level report on what's actually happening in Bitcoin Country in 2026. They cover Bitcoin Beach's evolution into a global tourist destination, the Berlin circular economy growing toward 200 merchants, and why Samson Mao called it "the most circular of circular Bitcoin economies." They break down President Bukele's Bitcoin and AI strategy, Stacy Herbert's Bitcoin Office education initiatives (including the What Is Money curriculum for kids ages 7+, the Bitcoin Diploma, and Kubo Plus developer training), and the race between low time preference Bitcoin capital and high time preference fiat development. They also make the case for why El Salvador may be the single best place in the world to build a Bitcoin business right now: zero tax on tech companies, first-mover advantage across nearly every sector, and a government actively recruiting builders. Topics covered: Life as an American expat in El Salvador in 2026 Bitcoin Beach vs. Bitcoin Berlin and how the two circular economies compare Cubo+, the Bitcoin Diploma, and Bitcoin education in Salvadoran schools The Bitcoin Office and AI Agency under Stacy Herbert Bukele's approval rating, key man risk, and El Salvador's geopolitical positioning Business opportunities in tourism, construction, real estate, agriculture, and tech El Salvador and the Fourth Turning and why it may be the best place to weather a global supply shock Spanish, culture shock, and the frontier spirit pulling Bitcoiners from around the world