This Week in Bitcoin

They're finally admitting inflation is the plan for America's debt. Will the market recognize Bitcoin as the escape hatch before the damage is done? 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes BlackRock Says AI Agents May Save in Bitcoin for Long-Term Value Preservation Jack Mallers Announces Stacks for Strike Savings Why Bitcoin Dropped $2,000 in 20 Minutes Charles Schwab Says U.S. Investors Want More Crypto Exposure Arch Lending Makes the Case for Bitcoin-Backed Loans U.S. Government Moves $103 Million in Seized Bitcoin and BNB Russia’s Sberbank Gets Approval to Custody Bitcoin Robinhood Adds $25 Million in Bitcoin to Its Treasury Ledger Adds Bitcoin-Backed Loans Through Morpho Simple Mining Acquires Iowa Bitcoin Mining Site Fed Officials See Another Rate Hike Coming Inflation Expectations Rise to Highest Level Since 2023 10-Year Treasury Yield Pulls Back After Strong Bond Auction Trump Says Inflation Could Pay Down the Debt Rapidly Higher Inflation Framed as a Way to Reduce U.S. Debt Burden U.S. Home Foreclosures Surge 42% Boomers Back Higher Taxes on Younger Workers to Preserve Social Security Benefits

Everyone in charge of money lost the plot this week. Bitcoin never had one to lose. 🎉 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Bitcoin Core 32 Enters Final Testing Liquid Network Security Incident Assessment Block Adds Lightning Payments to x402 for AI Agents Sparrow Wallet 2.5.5 Released After Security Reviews BTCPay Server 2.4.4 Blocks New LND Takeover Route Bitcoin ETF Inflows Leave Institutional Demand Unclear Bitcoin Tests Long-Term Holder Supply Cluster Bitcoin Hovers Around $84,000 After Gold Tumbles Luke Gromen Fades Bitcoin While Staying Bullish on Debasement PCE Methodology Changes Could Lower Core Inflation PCE Revision Is Not a Disinflationary Signal Fed’s Williams Signals Openness to a Pause Why One Strategist Does Not Fully Buy the Debasement Trade When Wealth Becomes Money: Why Crypto Matters Tokenize Everything, but Can You Sell It? Trump Says He Does Not Know Whether Iran Will Give Up

Bitcoin ripped when the old narratives said it shouldn’t. How we got here and what it means for the four-year cycle. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Hegseth Confirms Bitcoin as a Strategic Asset White House Crypto Report: Key Takeaways Strategic Bitcoin Reserve Executive Order Bitcoin Absorbs Fed Hike and CLARITY Failure White House Shifts Bitcoin Rule Push to Regulators Bitcoin ETFs Take Nearly $1 Billion in a Day Bitcoin Flashes Signal Linked to Past Bull Markets Strategy Resumes Bitcoin Buying as Strive Gains More BTC per Share Tesla’s Bitcoin Holdings Near $1 Billion Dormant 600 BTC Wallet From 2012 Wakes Up Calamos Says Bitcoin Is Becoming a Portfolio Allocation Coinbase’s Post-Quantum Bitcoin Custody Playbook Post-Quantum Security for the Bitcoin Lightning Network Quantum-Proof Bitcoin Lightning Network White-Hat Hackers Move Coldcard Exploit Bitcoin Into Recovery Trust BlackRock Sees AI Agents Driving Crypto Demand Grayscale Converts Bitcoin Miners ETF Into AI Compute Fund Iran Inflation Surges Amid Economic Pressure

The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within. 🎉 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Fed rate decision September 2026: Rates rise to 3.75%-4% Here are five key takeaways from Wednesday's Fed rate hike CLARITY Act Fails Senate Cloture Vote CLARITY Act Falls Short in the Senate Digital Asset Market Clarity Act Text Strategic Bitcoin Reserve Bill Heads to House Committee American Reserve Modernization Act of 2026 House Financial Services Committee on Digital Asset Legislation Bitcoin ETFs Record $450 Million Outflow Bessent Bond Plan Details Emerge Bessent Dismisses Treasury Buyback Concerns What Treasury’s Buyback Surprise Says About the Bond Market 10-Year Treasury Yield Tops 5% What a 5% 10-Year Treasury Yield Means S&P 500 Could Fall 30% as AI Bubble Enters Late Stages Altman Says AI Could Create the Greatest Business Boom Bitcoin Policy Institute Head of Research Testifies Before Congress on Foreign Influence Campaign Targeting American AI

The legacy system is breaking down as Bitcoin infrastructure builds up. From bond-market stress to Liquid’s 4,000 BTC crisis, the weakest links are showing. 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 ⚡ Strike - Ultra-low fees, high trading limits, and easy loans. Show Notes Liquid Network Exploit Drains 4,000 BTC From Federation Reserves Liquid Network Hit by $320 Million Exploit Liquid Rangeproof Bug: Nobody Broke the Math Liquid Network Incident Technical Report Elements Fixes Rangeproof Cache Validation Bug Liquid Incident Working Theory Block Applies to Establish Builders Bank Block Seeks Bank Charter to Custody Bitcoin Bitcoin’s Overlooked Promise: Freedom Dan Morehead Says Bitcoin Will Massively Outperform Gold Failed Bond-Market Move Lights a Fire Under Bitcoin Dan Morehead Calls Bessent’s Bond Buyback a Mistake The 60/40 Portfolio and a Changing Monetary System Bond-Market Stress Spooks Investors Global Investors Sound the Alarm on Debt What Would a Fiscal Crisis Look Like? Warsh and Bessent Clash Over the Fed and Bond Market