Bitcoin Brief
The State Wants a Seat at the AI Cap Table
OpenAI may offer the US government a stake in the company. The AI industry is moving onto wartime footing while bitcoin remains outside every cap table.
OpenAI may offer the US government a stake in the company. The AI industry is moving onto wartime footing while bitcoin remains outside every cap table.
Tyler Stevens and Dylan Seib of Exergy join me to lay out the full home mining playbook: useful miner framework, building brain automation, hardware sizing, and how to get the bitcoin into your wallet, non-KYC, on-chain or Lightning.
Brandon Bailey on why bitcoin miners accidentally built the most valuable asset in the AI compute boom, which companies are executing the transition, and why the whole setup is net-positive for Bitcoin and the network.
Michael Saylor violated his own forward guidance, bought back preferreds and compressed his dividend runway, and is now open to selling bitcoin. Jamie McAvity and I dig into the time bomb, bitcoin mining's generational buying window, and why the AI data center gold rush is sounder than 2021.
Chris Martenson walks through oil tank bottoms, the 1974 State Department cable that proves gold futures were designed to kill physical demand, and why the 1970s double-hump inflation chart is tracking almost perfectly toward 15–20% in the next 18–24 months.
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.
Energy economist Anas Alhajji makes the strongest case against the de-dollarization story: BRICS is a paper tiger, the petrodollar is here to stay, and the Gulf trip deepened dollar integration. Plus why 'drill baby drill' is over, and the power crunch nobody is pricing.
The European Union is exploring increased U.S. LNG imports to reduce reliance on Russian energy, potentially lowering costs and avoiding new trade tariffs under Trump’s administration.
