Tech giants are spending $610B on AI infrastructure. Bitcoin dropped below $65K with Fear and Greed at 5. Plus: a KYC company exposed 1 billion records, and Anthropic just cratered the cybersecurity sector.
The Supreme Court struck down Trump's IEEPA tariffs 6-3. Bitcoin dropped below $65K with $230M in liquidations. Plus: a scenario where AI bullishness is actually bearish for the economy.
A Japanese toilet maker and an MSG company control the most critical chokepoints in AI infrastructure. Plus: stealth inflation in your wallet, boomers hoarding 73.7% of wealth, and why Bitcoin is the only incorruptible blockchain.
Security researchers exposed 53MB of source code revealing how KYC provider Persona and OpenAI built a surveillance machine that screens millions with facial recognition and files reports directly with FinCEN.
The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.
Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
Kyle Olney helped the government seize 140-plus failed banks in the 2008 crisis, which is why he sees the next move coming. Protecting Bitcoin developers is only the first battle; the Treasury can still use the Bank Secrecy Act to push the network into a permissioned, surveilled system.
Jordi Visser joins the show to explain why Bitcoin's price consolidation is a silent IPO, not a stalling bull run: OGs distributing into institutional and global demand, AI replacing QE, and the energy transmission problem nobody is pricing in.
Not a great week for Trump.
This is the only way to solve the systemic issues of our day.
Most people can't comprehend the scale of hash rate growth.
This is what it's all about.