108: The Hard Bet

IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making.

Episode Links

• ⚡ Boost from the Web
• 🇺🇸 Buy Sats on River - The best way to stack in the US
• 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
• ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
• 🏦 Fold Card - Pay bills Stack Sats
• 💵 SALT Lending - Get access to your BTC Value w/out Selling

Show Notes

• CPI inflation report May 2026: Prices rose 4.2% annually
• Consumer prices rose 4.2% annually in May, highest in three years - YouTube
• You can’t print molecules
• Bitcoin’s Worst Week Since FTX Crash Signals More Pain Ahead
• The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day - MarketWatch
• US inflation tops 4% for first time in three years as oil prices jump | CNN Business
• Bitcoin Treasuries Shed $62B in Deepening Crypto Rout - YouTube
• Will Bitcoin Keep Crashing?! - YouTube
• Treasury Market Signals Rates Need to Be Higher - YouTube
• sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act. | 1/ Today, we’re sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act.
• America’s Data Center Build-Out Is Falling Way Behind Schedule - WSJ
• Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis
• May jobs report stronger than expected, Fed unlikely to cut interest rates - YouTube
• May jobs report comes as inflation squeezes economy - NBC News
• Tulip King explains why he is becoming bearish on $ZEC after the devs fixed a "double-spend" bug
• Zcash plummets 38% as Shielded Labs reveals a major bug that …
• There's little tech explanation on this Zcash vulnerability, very serious stuff
• The prompt that found an exploit in a 10 billion dollar protocol

Music

• Tragedy By Irf Kat