96: System Stress

War spending, mounting financial fragility, and a rare flash of clarity made this a bigger week than it may have seemed at first.

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's the worst Bitcoin take you've ever seen?

Show Notes

• Iran war has cost Americans at least $11bn already. And that’s just the start
• War With Iran Has Already Cost $1 Billion A Day At Least
• Oil and Gas Prices Jump as Iran Lists Gulf Energy Targets - YouTube
• Private Credit: The Next Risk in the Financial System - YouTube
• Nvidia CEO Huang says company sees more than $1 trillion in sales through 2027
• Nvidia’s Next Act Will Be Its Biggest—and Toughest - WSJ
• SEC And CFTC Deliver Landmark Crypto Clarity
• SEC’s new crypto interpretation draws clearer line for advisors - InvestmentNews
• The SEC Finally Defines Crypto
• CFTC No Action Letter
• CFTC Staff Issues No-Action Position to Self-Custodial Crypto Asset Wallet Software Provider
• 'Bitcoin Is Going To Die', Oscar-Nominated Actor Declares, But Silver Will Reach 'Thousands Of Dollars'
• Stanley Druckenmiller Critiques Bitcoin’s Utility
• Stanley Druckenmiller says stablecoins could power global payments in 10–15 years
• Stanley Druckenmiller says stablecoins could power global payments in 10–15 years

Music

• Moment of Clarity by Rizik