95: Follow the Incentives
Notas del episodio
AI job loss fear is everywhere, and the latest Bitcoin FUD is coming from names you already know. I break down how these narratives get made, who benefits, and what they’re really selling.
Episode Links
- 🇺🇸 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
Boost Question
- What is Ray and Chamath's angle?
- Why would these two start humming the same tune?
- Request: Technical arguments for BIP-110
- Not links.
- Make the technical case
Show Notes
- Core Scientific Sells $175M in Bitcoin
- First BIP-110 Signaling Block
- Jane Street ETF Dump Theory
- Jane Street Dump Theory Debunked
- Mt. Gox Stolen Funds Recovery PR
- 77% of Bitcoin Treasury Companies Underwater
- Dorsey and Saylor on Bitcoin for Centuries
- Lummis on Spending Bitcoin Without Capital Gains Tax
- Bitcoin Hits $73K as ETFs Stabilize Markets
- Bitcoin Air Pocket Above $72K Could Trigger Run to $80K
- Bitcoin May Face Next Leg Down After $73K Move
- Morgan Stanley Taps Coinbase and BNY for Bitcoin ETF Custody
- Ark Invest Buys the Dip on Coinbase and Robinhood
- UK House of Lords Presses Coinbase on Stablecoins
- Trump Crypto Adviser Rejects Dimon on Yield-Bearing Stablecoins
- CFTC Chair Says US Perpetual Futures Are Coming
- Clarity Act signed into law in 2026? Predictions & Odds | Polymarket Music Battle By: Bacalao
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