Michael Sullivan built cohort-level sentiment analysis of Bitcoin Twitter and the data is unambiguous: pleb anger is at its longest persistent streak in years, OG conviction is diverging sharply upward, and the narratives that matter most are being completely ignored.
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.
Strategy turned the corporate Bitcoin treasury into a public-market spectacle, but the move is arguably better suited to private businesses. Scott Marmoll of Capital B Advisory walks through how a private owner actually does it: custody, board buy-in, fair-value accounting, and the exit.
Luke Gromen returns to lay out the trap: the deficit can't be cut without triggering a depression, so the Fed will end up capping bond yields by printing into an inflation spike. Plus the Hormuz supply shock, AI eroding the tax base, and why gold is leading the exit with Bitcoin behind it.
Joe Consorti walks through the K-shaped economy the money printer built: stocks at record highs while sentiment hits a record low, a Fed boxed in by a trillion-dollar interest bill, stimulus checks he expects back, and the game theory that ends with the US printing money to buy Bitcoin.
Fund manager John Tinsman screens for the highest-growth, lowest-marginal-cost companies on the market, and his read on AI is blunt: the data-center economics are some of the best he has seen, the token shortage is the real story, and the build-out is barely a year into a decade-long cycle.
Investor Jordi Visser returns to argue the entire US economy is now an AI trade: stocks are carrying consumption, the agentic era turned tokens into a chips-and-energy commodity, and the real risk is bottlenecks, not a credit freeze. Plus why crypto becomes the settlement layer for all of it.
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.
Michael Sullivan built cohort-level sentiment analysis of Bitcoin Twitter and the data is unambiguous: pleb anger is at its longest persistent streak in years, OG conviction is diverging sharply upward, and the narratives that matter most are being completely ignored.
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.
Strategy turned the corporate Bitcoin treasury into a public-market spectacle, but the move is arguably better suited to private businesses. Scott Marmoll of Capital B Advisory walks through how a private owner actually does it: custody, board buy-in, fair-value accounting, and the exit.
Luke Gromen returns to lay out the trap: the deficit can't be cut without triggering a depression, so the Fed will end up capping bond yields by printing into an inflation spike. Plus the Hormuz supply shock, AI eroding the tax base, and why gold is leading the exit with Bitcoin behind it.
Joe Consorti walks through the K-shaped economy the money printer built: stocks at record highs while sentiment hits a record low, a Fed boxed in by a trillion-dollar interest bill, stimulus checks he expects back, and the game theory that ends with the US printing money to buy Bitcoin.
Fund manager John Tinsman screens for the highest-growth, lowest-marginal-cost companies on the market, and his read on AI is blunt: the data-center economics are some of the best he has seen, the token shortage is the real story, and the build-out is barely a year into a decade-long cycle.
Investor Jordi Visser returns to argue the entire US economy is now an AI trade: stocks are carrying consumption, the agentic era turned tokens into a chips-and-energy commodity, and the real risk is bottlenecks, not a credit freeze. Plus why crypto becomes the settlement layer for all of it.
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.
MicroStrategy boosts its Bitcoin holdings to 447,470 BTC with a $101M purchase and unveils plans to raise $2B through a preferred stock offering for further acquisitions.
MicroStrategy’s $209 million Bitcoin purchase and pro-Bitcoin strategy drive stock volatility, solidifying its role as a major player in the Bitcoin and tech industries.
Eurodollar trader and Layered Money author Nik Bhatia on the realization that changed his base case: the next wave of Bitcoin demand comes not from asset rotation but from new money created by the bond and repo markets, including sovereign bonds financed in London's eurodollar market.
MicroStrategy adds Brian Brooks, Jane Dietze, and Gregg Winiarski to its board ahead of Nasdaq 100 inclusion.
MicroStrategy, known for its massive bitcoin holdings, is on the verge of joining the Nasdaq-100 Index, a move that could bring $2.1 billion in ETF investments.
MicroStrategy completes a $3 billion convertible notes offering to fund Bitcoin purchases, boosting its holdings to over 331,200 BTC and cementing its position as the largest corporate Bitcoin treasury.
