Porter Stansberry returns to lay out the two structural facts that make 2029 different from every prior doomsday call: the Social Security trust fund math and the central bank exodus from Treasuries. Gold, Bitcoin, and patient capital are the answer.
Strategy's Michael Saylor declared Bitcoin's four-year halving cycle dead, arguing institutional capital flows and bank credit now set price. The 2026 drawdown is already stress-testing the claim.
Glassnode's 'Accumulation Beneath the Surface' report identifies a structural split: long-term Bitcoin holders are quietly stacking while institutional ETF investors stay in defensive mode after the worst monthly outflow since the products launched.
Peter St. Onge on why the AI bubble still has a year or more to run, why blue-collar workers are the surprise winners of the AI era, and why Kevin Warsh's let-companies-fail Fed stance is exactly what the economy needs.
Nick Nemeth returns to break down private credit defaults already running at 2008 levels, the Apollo/Athene insurance structure, the Saudi-Norway debt chain, and why Bitcoin is the only monetary system that actually prices failure.
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.
Pluto, Uranus, Neptune, and Jupiter form exact alignments at 4 degrees for the first time in roughly 6,000 years. Marty came in a skeptic and came out convinced something real is converging — because everything he watches daily is pointing the same direction at the same time.
Bitcoin holders who acquired coins more than five years ago have cut their smoothed selling pace to 962 BTC, a 19-month low, even as spot price sits almost exactly at their maximum estimated acquisition cost of ~$63,200.
