<p>Bitcoin passes The Saylor Test as Strategy sells and the market shrugs, while weak jobs, energy shocks, Fed risk, and BIP-110 politics turn one green week into a bigger stress test.</p> <p><strong>Episode Links</strong></p> <ul> <li>🎉 <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>💳 <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> <li>⚡ <a href="https://invite.strike.me/0J3RYF">Strike</a></li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://blog.blockstream.com/blockstream-quarterly-update-q2-2026/">Blockstream Q2 2026 Update</a></li> <li><a href="https://experts.bitwiseinvestments.com/cio-memos/strc-mstr-and-end-of-cycle-dynamics">Bitwise on STRC, MSTR, and Cycle Dynamics</a></li> <li><a href="https://finance.yahoo.com/markets/article/oil-prices-jump-as-trump-says-us-iran-deal-is-over-125954818.html">Oil Jumps as Trump Says Iran Deal Is Over</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/spacex-shifts-bitcoin-crypto-wallet-133100263.html">SpaceX Moves Bitcoin Wallet Funds</a></li> <li><a href="https://finance.yahoo.com/video/bitcoin-starts-see-relief-renewed-163000879.html">Bitcoin Sees Relief From ETF Inflows</a></li> <li><a href="https://github.com/ordinals/ord/pull/4545">Ordinals Adds BIP-110 Support</a></li> <li><a href="https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html">OpenAI Proposes U.S. Government Stake</a></li> <li><a href="https://www.cnn.com/2026/07/02/business/openai-trump-stake-intl">OpenAI in Talks Over Trump Administration Stake</a></li> <li><a href="https://www.coindesk.com/markets/2026/07/08/bitcoin-under-pressure-as-u-s-iran-escalation-lifts-oil">Bitcoin Pressured as U.S.-Iran Tensions Lift Oil</a></li> <li><a href="https://www.coindesk.com/markets/2026/07/02/jpmorgan-says-strategy-s-bitcoin-sales-policy-adds-two-way-risk-to-crypto-markets">JPMorgan Warns on Strategy Bitcoin Sales</a></li> <li><a href="https://www.investopedia.com/buying-bitcoin-helped-strategy-stock-to-big-gains-can-selling-it-do-the-same-mstr-12008548">Can Strategy Selling Bitcoin Boost Shares?</a></li> <li><a href="https://marketsanity.com/lyn-alden-is-bitcoins-bear-market-almost-over/">Lyn Alden on Bitcoin’s Bear Market</a></li> <li><a href="https://podcastluisteren.nl/pod/Satoshi-Radio">Satoshi Radio Podcast</a></li> <li><a href="https://www.coindesk.com/markets/2025/11/20/bitcoin-sell-off-led-by-mid-cycle-wallets-while-long-term-whales-hold-firm-vaneck">VanEck on Bitcoin’s Mid-Cycle Sellers</a></li> <li><a href="https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-march-2026-bitcoin-chaincheck/">VanEck Bitcoin ChainCheck: March 2026</a></li> <li><a href="https://www.frontiersin.org/journals/blockchain/articles/10.3389/fbloc.2026.1840728/full">Bitcoin and Ethereum Empirical Analysis</a></li> <li><a href="https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4528488/us-forces-conduct-additional-strikes-after-irans-latest-commercial-ship-attack/">CENTCOM Announces Additional Iran Strikes</a></li> <li><a href="https://www.theguardian.com/world/2026/jul/08/iran-us-war-ceasefire-peace-agreement-strikes-strait-of-hormuz">Iran Accuses U.S. of Violating Peace Deal</a></li> <li><a href="https://www.cbsnews.com/news/us-rescinds-waiver-permitting-iranian-oil-sales-after-iranian-attacks-on-tankers/">U.S. Rescinds Iran Oil Sales Waiver</a></li> <li><a href="https://www.axios.com/2026/07/07/us-revokes-iran-oil-waivers-hormuz-strait-attacks">U.S. Revokes Iran Oil Waivers</a></li> <li><a href="https://www.bloomberg.com/news/articles/2026-07-08/trump-says-us-ceasefire-with-iran-is-over-after-strikes">Trump Says Iran Ceasefire May Be Over</a></li> <li><a href="https://www.foxnews.com/politics/trump-says-iran-ceasefire-over-after-iranian-attacks-trigger-massive-us-response">Trump Says Iran Ceasefire Is Over</a></li> <li><a href="https://protos.com/ok-were-done-michael-saylor-rage-quits-another-interview/">Michael Saylor Rage Quits Interview</a></li> <li><a href="https://www.nist.gov/news-events/news/2024/08/nist-releases-first-3-finalized-post-quantum-encryption-standards">NIST Finalizes Post-Quantum Standards</a></li> <li><a href="https://blog.blockstream.com/op_checkshrincs-a-hash-based-signature-opcode-for-post-quantum-bitcoin/">Blockstream’s Post-Quantum Bitcoin Opcode</a></li> <li><a href="https://www.cnbc.com/video/2025/11/14/strategys-michael-saylor-on-bitcoin-the-volatility-comes-with-the-territory.html">Saylor on Bitcoin Volatility</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/5-times-michael-saylor-claimed-134715521.html">Saylor’s Past Strategy Sale Claims</a></li> <li><a href="https://www.tradingview.com/news/cointelegraph:b2ffb5c65094b:0-michael-saylor-says-quantum-threat-to-bitcoin-is-more-than-10-years-away/">Saylor Says Quantum Threat Is 10+ Years Away</a></li> <li><a href="https://finance.yahoo.com/news/michael-saylor-shrugs-off-quantum-150826619.html">Saylor Dismisses Quantum Bitcoin Fears</a></li> <li><a href="https://x.com/ocean_mining/status/2074825828731342880">OCEAN Enables BIP-110 Signal by Default</a></li> <li><a href="https://github.com/ordinals/ord/pull/4545">Ordinals BIP-110 Envelope Parser</a></li> <li><a href="https://x.com/satoshisound/status/2073487446600298941">Robert Allen on BIP-110</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/7939321">Off The Chain By: Neonrooks</a></li> </ul>