Stay ConnectedAt Bitcoin News, we’re dedicated to bringing you the latest insights and analysis on the Bitcoin ecosystem.
Here you’ll find in depth interviews and live streams on how macro, finance, capital markets and geopolitics are impacting Bitcoin.
Join our host Rob Wallace as he interviews the most prolific Bitcoiners and learn about the factors shaping Bitcoin’s emerging role as a new monetary revolution and financial system.
Everyone in Bitcoin seems sure America is headed for a debt spiral. Cory Klippsten, CEO of Swan Bitcoin, thinks they've got it backwards. Cory argues that no matter what happens to the dollar, America wins, and that's exactly why Washington is making room for Bitcoin as a potential fallback.
Rob Wallace sits down with Cory to break down the bond market "apocalypse," with the 10-year hitting its highest level since 2002, and why he sees treasuries, gold, and Bitcoin locked in a three-way race for the rest of the century, with Bitcoin as the fastest horse. Cory also spent the summer traveling through Istanbul, where the lira was collapsing so fast his mother-in-law made the family write down the exchange rate every time they spent money, and he shares what that kind of currency collapse actually looks like on the ground.
The conversation closes with Cory's sharpest takes: why he believes most Bitcoin media functions like a car magazine that can't bite the hand that advertises, and why he thinks Bitcoin ETFs actually kneecapped the last bull run by making it too easy to gain price exposure without understanding what you own.
Here is what we cover:
• Breaking down the bond market selloff and the 10-year Treasury hitting 5.34%
• Why Cory believes America wins whether or not the dollar stays dominant
• The three-way race between treasuries, gold, and Bitcoin for the rest of the century
• Why the midterms and political gridlock don't actually move Bitcoin's price
• Why the CLARITY Act's failure barely mattered to Bitcoin, aside from losing BRCA
• Why Coinbase and A16Z will get dragged into hearings but likely walk away unscathed
• Cory's take on prediction markets: genuine utility versus a gambling black hole
• Why the "great shitcoin war" is over, and how crypto fully merged with TradFi
• What life in Istanbul looks like under near-hyperinflation and currency collapse
• France's sovereign debt troubles and fears of the next European financial crisis
• The America.gov AI rollout and Cory's concerns about a surveillance "panopticon"
• Why China is stockpiling gold while cracking down on Bitcoin, and what that reveals
• The US-China economic interdependence behind the Trump-Xi summits
• How stablecoins and "dollar merchants" are being used to prop up dollar demand
• Why Bitcoin's price is ultimately decoupled from every macro narrative
• Behind the scenes of Cory's daily show, Outside Money, and its explosive growth
• Why Cory thinks most Bitcoin media operates like a car magazine, afraid to upset advertisers
• How Bitcoin ETFs may have kneecapped the last bull run by skipping real education
• A vibe check on where sentiment stands heading into 2027
If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.
0:00 Intro: America Wins Either Way
1:34 The 10-Year at 5.34%: Bond Apocalypse?
3:36 Why America Wins With or Without the Dollar
5:24 Bitcoin for America and the Three-Horse Race
7:56 Midterms, Gridlock, and the Clarity Act
10:44 Coinbase, Robinhood, and Prediction Markets
15:49 The Altcoin War Is Over
18:07 Global Economy and Istanbul's Collapsing Lira
23:38 France, Russia, and NATO
28:14 America.gov, AI, and the Panopticon
31:22 US Dominance and China's Gold Stockpile
36:35 US-China Decoupling and Stablecoins
42:14 Kicking the Can: Why Bitcoin Ignores Macro
43:45 Outside Money: Cory's Daily Video Show
50:00 Bitcoin Media Is a Car Magazine
52:11 How ETFs Kneecapped the Bull Run
56:31 Vibe Check and Where to Find Cory
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Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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How far down the Bitcoin rabbit hole can you actually go? Author Scott Dedels and Bram Kanstein have gone further than most.
Scott Dedels argues that the money problem is just the shallow end of a much bigger problem with time itself, one he believes is older than fiat and more significant than money. Meanwhile,
Bram Kanstein ( @bramk ) took over 30 Bitcoiners into the mountains of Colorado for a psychedelic ceremony to explore what lies beyond simply fixing the money.
Rob Wallace sits down with both of them to explore Bitcoin as more than a monetary technology, touching on consciousness, mechanical time, psychedelics, and the spiritual dimension of adopting an absolute, verifiable truth in a world built on manufactured systems. Scott also shares why he believes 2026 could be the year even the most seasoned Bitcoin OGs look back and realize their conviction wasn't as strong as they thought.
Here is what we cover:
• A Bitcoin vibe check heading into the end of 2026, and why conviction gets tested at the bottom
• Why Bitcoin gives people proof that they can think for themselves
• Scott's thesis: fix the clocks, fix civilization, and why the time problem may be bigger than the money problem
• How mechanical time is only 400 years old, and why that matters
• Bitcoin, consciousness, and the idea of a shared, agreed-upon reality
• Why thinking in four-year cycles rehabilitates your ability to plan long-term
• The Dao of Bitcoin: how conviction changes your relationship with the present moment
• Bitcoin as an "economic psychedelic" and what that phrase actually means
• Why Bitcoin functions as an absolute, objective truth unlike anything else in the world
• Bram's bike accident, the ambulance ride, and the lesson it taught him about surrender and reality
• Psychedelics and how they alter the perception of time and expand consciousness
• Why Bitcoiners tend to be more hopeful about the future than people who went down other rabbit holes
• The community and friendships that form once you go deep into Bitcoin
• Inside Bram's "Beyond Bitcoin" psychedelic retreat in Colorado with 30 Bitcoiners
• Why so many people feel alone on their Bitcoin journey, and why they shouldn't
• Advice for staying the path through the ebbs and flows of conviction
• Taking personal responsibility in a world built on outsourcing it
If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.
FOLLOW
• Bram on Youtube: @bramk and X: https://x.com/bramk
• Scott on X: @LanternBitcoin
TIMESTAMPS
0:00 Down the Bitcoin Rabbit Hole
1:17 Vibe Check: Bear Market Conviction
5:34 Bram: Bitcoin and Thinking for Yourself
11:08 Scott Dedels: Fix the Clocks
15:58 Bitcoin, Consciousness and Shared Reality
18:36 Mechanical Time Is Only 400 Years Old
23:22 Thinking in Four-Year Cycles
26:27 The Dao of Bitcoin: Living in the Present
30:50 Bitcoin as an Economic Psychedelic
32:45 Bitcoin as Absolute Truth
36:14 Bike Accident and the Red Pill
40:34 Psychedelics and Perception of Time
45:35 Fiat Anxiety and Millennial Hope
48:49 Bitcoin Community and Conferences
53:53 Beyond Bitcoin: Colorado Psychedelic Retreat
1:02:07 Staying the Path: Personal Responsibility
1:07:32 Give Yourself Some Slack
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🔴 LIVE — Phil Geiger and John Haar are laying out the case that the US Treasury market is running out of buyers at exactly the wrong moment — and Scott Bessent has no good options left.
With 6% Treasuries and 8% mortgages potentially incoming, the long end of the bond market is sending a warning that most investors are still not taking seriously enough. When the world's reserve currency can't find buyers for its debt, the ripple effects hit every asset class on earth — and Bitcoin is the only exit that doesn't require trusting the same system that's breaking.
👉 Follow Bitcoin News for daily Bitcoin updates, macro analysis, and the debt market warnings that connect directly to why Bitcoin exists.
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—---
Follow today’s guests:
They killed CLARITY with 30 minutes left on the clock — and it wasn't the side everyone's blaming.
Dennis Porter, CEO of the Satoshi Action Fund, joins us to break down what really happened behind closed doors when the CLARITY Act collapsed. Dennis explains why his viral tweet blaming Trump Coin, WLFI, USD1 and Melania Coin for the bill's failure sparked a furious backlash email within the hour, and why he stands by the number: Trump's crypto ventures pocketed $1.4 billion while investors in those same projects lost roughly $4 billion.
From there, Dennis walks through the bill's final hours, including new details on who actually broke up the last-minute negotiation just 30 minutes before the scheduled vote, and why it wasn't the party everyone assumes. He also covers Big Crypto's one-sided political spending, the growing PR gap between Bitcoin and crypto, and why a rising Bitcoin price might be the very thing that keeps CLARITY dead for good.
The conversation closes with a wide-ranging look at Washington: midterm sweep odds, who gets subpoenaed first if Democrats retake Congress, the AI policy battle now dominating DC over crypto, and what real political reform would take to get corporate money out of lawmaking.
Here is what we cover:
• The September 15th tweet and the $1.4 billion Trump family crypto profit vs. $4 billion in investor losses
• The furious backlash email Dennis received within an hour of going public
• The full account of how Republicans broke up the final CLARITY negotiation 30 minutes before the vote
• Why Big Crypto (Coinbase, A16Z, Ripple, DCG) has spent politically in a one-sided way
• Breaking down the 630-page bill and Saylor's "book of restrictions, not a bill of rights" line
• What happens now that SEC and CFTC rulemaking continues without statutory permanence
• The likelihood of lawsuits to set precedent after CLARITY's failure
• BRCA developer protections getting watered down, and whether Senator Wyden could revive them
• Why classifying Ethereum, Solana and Ripple as commodities was a mistake, and the case for a "network token" framework instead
• Whether CLARITY gets reintroduced, and why a rising Bitcoin price makes that less likely
• Why crypto is now more unpopular with voters than AI, data centers, or oil and gas
• The real difference between how voters see Bitcoin versus crypto, and why that distinction keeps getting lost
• Prediction markets pricing in a 64-66% chance of a Democratic sweep in the midterms
• Who gets subpoenaed first if Democrats retake power: Coinbase and A16Z
• The on-air fight Dennis had with a crypto executive over who's to blame
• Why the $40 trillion national debt and 10-year Treasury above 5% are being overshadowed by AI in DC
• How the AI policy fight splits left versus right
• Fixing corruption in Washington: Citizens United, lobbying reform, and term limits
• Dennis's closing reflections on America's political future 250 years after independence
If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel.
TIMESTAMPS
0:00 Cold Open: Why the CLARITY Act Failed
0:58 Welcoming Dennis Porter
1:30 The Tweet: Trump Coin, WLFI, USD1 & Melania Coin
9:47 The Backlash Email After Going Public
11:59 Big Crypto's One-Sided Political Spending
14:42 Rating Discrepancies, the 630-Page Bill
19:55 Will CLARITY Return? Reading the Room in DC
23:13 Why Crypto (Not Bitcoin) Has a PR Problem
32:17 Midterm Odds: Could Democrats Sweep?
35:01 Who Gets Subpoenaed First?
37:12 The A16Z Fight & How Republicans Killed the Bill
44:41 The $40 Trillion Debt vs. the AI Conversation
46:26 AI Policy: Where Democrats and Republicans Split
53:51 Fixing Corruption and Money in Politics
57:57 Final Thoughts: America 250 Years From Now
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Over 15% of the US money supply is now flowing into the AI and data center buildout. Rising Bitcoin star, Miles Harris ( @milesharris5315 ) says that's not the real story. It's a trillion dollar cover for something much bigger.
Miles Harris, an emerging macro voice focused on collateral, credit, and monetary architecture, joins the show to break down the real financial system being quietly built behind the AI narrative, why your mortgage could become part of it, and why he believes Bitcoin was tailor made for exactly this moment.
Here is what we cover:
• Why Miles believes the AI boom is largely a cover story for a much bigger financial restructuring
• The core thesis: a financial system can't run out of money with a printer, but it can run out of collateral
• How data centers themselves are being built as a new form of scarce, pledgeable collateral
• The shift from an income statement economy to a balance sheet economy since 1971
• Why debt to household net worth is a more revealing metric than debt to GDP
• The database permissioned society Miles fears is being built, and what automatic enforcement of smart contracts could mean
• Social credit style risk scoring and why two people pledging the same asset could get very different loan terms
• Why European data centers are swallowing farmland and what that means for food security
• Ursula von der Leyen's comments calling European savings lazy money, and what Miles thinks that really signals
• Tokenized bank deposits explained and why they may be a quieter, more palatable alternative to a CBDC
• The Genius Act, the Clarity Act, and how stablecoins create structural demand for US Treasury bills
• The Triffin dilemma revisited and how stablecoins could change the incentives around dollar recklessness
• The Bank of England's tokenization pilot and why owning assets free of debt may be the best protection
• The three reasons Miles believes Bitcoin may have been created specifically for this new collateral-based system
• The UK's recent decision to remove capital gains tax on Bitcoin pledged as collateral, and why that matters
• Why Bitcoin held its ground against a strengthening dollar during the Iran conflict, and what that could signal
• What the financial world could look like five and ten years from now
• Why CBDCs might be a red herring compared to what's actually being built
• Miles's honest fears about a coming permission age, and where he still finds hope
This is one of the most detailed and original breakdowns of the real financial system being built beneath the AI narrative that you will find anywhere.
🔔 Subscribe for weekly Bitcoin and macro analysis.
TIMESTAMPS
00:00 - The AI Boom As A Trillion Dollar Cover Story
01:25 - Miles Harris's Background In Economics And Credit Cycles
04:26 - Why A Financial System Runs Out Of Collateral, Not Money
07:26 - How We Got To $40 Trillion In Debt
12:00 - The Shift From Income Statement To Balance Sheet Economy
15:47 - Building The Database Permissioned Society
18:55 - Is The AI Compute Pipeline Sustainable Or A Surveillance Grid
20:12 - The State Of AI And Data Centers In Europe
21:06 - Are Data Centers An Ecological Disaster
24:04 - Debt To Household Net Worth vs Debt To GDP
31:14 - The Genius Act, Clarity Act, And Tokenized Bank Deposits
39:24 - The K-Shaped Economy And Who Actually Benefits
41:55 - Why The Rich Avoid This System And Everyone Else Gets Pulled In
47:23 - Why Bitcoin May Have Been Created For This Exact System
50:16 - What The Financial World Looks Like In 5 And 10 Years
54:03 - Abundance Or Permission — What The Average Person Faces
56:14 - Miles's Closing Thoughts And Where He Finds Hope
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Strategy just destroyed a fifth of its Bitcoin per share to protect its balance sheet. Dan Hillery says that is exactly why the company can no longer be broken, even at $30,000 Bitcoin.
Dan Hillery, founder of UTXO Management, returns to break down Strategy's balance sheet, why STRC nearly buckled at $70 before recovering, and why pure-play Bitcoin treasury companies are entering a serious consolidation phase.
Here is what we cover:
• Why Strategy sacrificed a fifth of its Bitcoin per share to fortify the balance sheet
• Why Saylor selling at the bottom in 2022 and again this year is not as damaging as people think
• The real distress moment when STRC traded near $70 and Bitcoin sat around $58K
• Why four years of dividend coverage means Strategy's cash reserve is more than sufficient
• How the $1.3 billion opportunistic cash pile is being used to buy back STRC and MSTR
• Why the balance sheet was built so it literally cannot be broken
• Why common shareholders have felt sidelined and what the path forward looks like
• Why an MNAV above two should not be expected long term
• Whether the other preferreds will be retired and why STRC is the clear focus
• Why STRC has struggled to reclaim par even after recovering from the 70s
• Whether it is healthy for Strategy to be buying back this much of its own STRC
• The real composition of STRC buyers and whether the 80/20 retail split still holds
• Comparing STRC to SEDA and why their yields cannot be judged apples to apples
• Strategy achieving net zero debt and why that milestone matters
• Why the era of pure-play leveraged Bitcoin equities is ending
• How many Bitcoin treasury companies will realistically survive
• The MetaPlanet compensation controversy and shareholder revolt
• DeFi products built on STRC, the Buck stablecoin story, and the June crash
• Why Bitcoin and gold's correlation just hit its highest level since 2020
• Dan's new fund at UTXO and building fixed income products around Bitcoin preferreds
This is one of the most detailed insider breakdowns of the Bitcoin treasury company landscape you will find anywhere.
🔔 Subscribe for weekly Bitcoin and macro analysis.
TIMESTAMPS
00:00 - Why Strategy Cannot Be Broken Even At $30K Bitcoin
01:02 - Introduction — Catching Up With Dan Hillery
02:48 - How STRC's Senior Debt And Collateral Structure Works
04:48 - Was Saylor Selling At The Bottom Twice Really That Damaging
06:23 - STRC's Recovery From The Mid 70s Back Toward Par
07:02 - The Real Distress Moment — Bitcoin At $58K And STRC At $70
07:36 - Why Strategy Sold MSTR And Bitcoin To Raise Cash
08:05 - Four Years Of Dividend Coverage And The Opportunistic Cash Pile
11:24 - How Strategy Built A Balance Sheet That Cannot Be Broken
11:50 - Preferreds Becoming The Core Of MSTR's Strategy
13:56 - Common Shareholders And Why They Feel Sidelined
16:46 - Why MNAV Above Two Should Not Be Expected Long Term
18:25 - Will The Other Preferreds Ever Be Retired
18:49 - Why STRC Is Strategy's Main Focus Right Now
20:00 - Why STRC Has Struggled To Fully Reclaim Par
22:45 - Is It Healthy For Strategy To Buy Back This Much STRC
26:29 - The Real Retail Versus Institutional Split In STRC Buyers
27:48 - Comparing STRC To SEDA And Their Different Yields
29:48 - Why STRC Issuance Volume Has Slowed Down
32:44 - Strategy Achieves Net Zero Debt — Why It Matters
34:16 - The End Of The Paper Bitcoin Treasury Summer
36:04 - How Many Bitcoin Treasury Companies Will Survive
36:46 - The MetaPlanet Compensation Controversy Explained
39:09 - The Shareholder Revolt And MetaPlanet's Response
40:35 - DeFi Products Built On STRC And The Buck Stablecoin Story
44:15 - Bitcoin's 23% Run And Why It Stuck The Landing
46:47 - Bitcoin And Gold's Correlation Hits Highest Level Since 2020
50:17 - Dan's New Fund At UTXO Management Explained
53:49 - Pitching Fixed Income Products Built On Bitcoin Preferreds
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Steven Lubka says AI could wipe out almost every business by 2036. He also says that is the most bullish possible setup for Bitcoin.
Steven Lubka from Nakamoto joins the show to break down why disruption at this scale actually strengthens the Bitcoin thesis, why AI could hand every politician, red or blue, an impossible problem, and why the US and China could end up dominating an AI-driven world while smaller nations fight for currency survival.
Here is what we cover:
• Why AI wiping out most businesses is actually bullish for Bitcoin, not bearish
• The key differences between Bitcoin as a monetary good and AI as pure utility
• Digital scarcity versus digital abundance and how the two technologies play off each other
• Why most Americans still fundamentally misunderstand what AI can already do
• The generational and cultural resistance to new technology and why it always happens
• How voice interfaces and tools like Grokipedia are quietly starting a second computing revolution
• Why AI is becoming a mirror for people's sense of purpose and existential orientation
• The impossible political question: would you choose abundance if it meant you were no longer needed
• Why human identity is tied to being valued by others, not to economic necessity
• What happens politically if AI replaces 70 percent of human labor
• The real path toward AGI and ASI and why there may not be a hard ceiling on intelligence
• Why AI models escaping sandboxed environments is already a real cybersecurity concern
• Whether the AI trade is a bubble and why inference alone may already be a profitable business
• How Steven used AI to analyze his own raw DNA data and the health changes that followed
• What the world could look like in 2036 after one of the largest economic transitions in history
• Why Bitcoin remains the native currency of the internet no matter how advanced AI becomes
This is one of the most thought-provoking conversations on AI, economics, and Bitcoin's role in the next decade you will hear this year.
🔔 Subscribe for weekly Bitcoin and macro analysis.
TIMESTAMPS
00:00 - AI Could Wipe Out Most Businesses By 2036
00:47 - Steven's Journey From Bitcoin Twitter To AI
04:42 - Bitcoin And AI — Comparing The Two Communities
06:37 - Why Bitcoin Is Monetary And AI Is Pure Utility
08:10 - Digital Scarcity Versus Digital Abundance Explained
10:53 - Why Most People Still Do Not Understand AI
14:10 - The Human Tendency To Resist New Technology
17:21 - Voice Interfaces And The Second Computing Revolution
21:22 - AI As A Mirror For Human Purpose And Identity
24:38 - Would You Choose Abundance If You Were No Longer Needed
27:23 - What Happens If AI Can Do Every Job Better Than Any Human
30:37 - Why 70 Percent Labor Replacement Would Be Politically Untenable
34:52 - The Road To AGI And ASI Explained
41:16 - Are You Afraid Of Superintelligence
47:27 - AI Models Escaping Sandboxes — The Real Cybersecurity Risk
50:53 - Is The AI Trade A Bubble
58:27 - How Steven Used AI To Analyze His Own DNA
01:02:43 - What The World Looks Like In 2036
01:12:38 - Bitcoin Is The Native Currency Of The Internet
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🔴 LIVE — Cam Stromme and Mitchell Askew are joining us live as we analyze the impending Federal Reserve decision that could cut the Bitcoin bull run short before it ever gets off the ground — and the timing couldn't be more critical.
The signals coming out of the Fed right now suggest a move that markets are wildly underpricing, and if it lands the way our guests expect, the rally most Bitcoiners are waiting for could get delayed or derailed entirely.
This is the warning you need to hear before the decision drops.
👉 Follow Bitcoin News for daily Bitcoin updates, Federal Reserve analysis, and the expert voices that give you the macro edge before the market reacts.
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Jamie Coutts says we just passed the point of no return. Bitcoin broke out in a way that historically only happens once every few years, and he thinks $500,000 is no longer a question of if, but when.
Jamie, macro and crypto strategist at Real Vision (@RealVisionFinance), returns to explain why the 10-year Treasury is quietly in crisis, why Bessent may be trapped by his own strategy, and why the AI boom could end up being one of the biggest tailwinds Bitcoin has ever had.
Here is what we cover:
• Why Bitcoin's recent breakout is historically rare and what makes this one different
• The 10-year Treasury crisis explained and why it matters more than people realize
• The critical $83K level Jamie is watching and why it could define the next leg
• Pullback risk, Fed rate hikes, and what could derail the move short term
• Why the MOVE index is quietly one of the most important charts in macro right now
• Europe, the yen, and sovereign debt stress building across multiple regions at once
• Why the debasement trade is back and what is different about it this time
• Hidden risks building inside the AI boom that most investors are not pricing in
• The growing AI backlash and why sentiment could turn faster than expected
• How Bitcoin fits into an AI-driven economy and why that role is expanding
• What happens when 50 billion AI agents start transacting and why Bitcoin is positioned for it
• AI-powered attacks on Bitcoin infrastructure and why security has to evolve fast
• Reasons for long-term optimism despite the near-term risks
• Jamie's full case for why $500K Bitcoin is now the realistic outlook
This is one of the most detailed macro breakdowns connecting Treasury stress, AI, and Bitcoin's next move that you will find anywhere.
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00:00 - Bitcoin's Rare Breakout Explained
01:01 - The 10-Year Treasury Crisis Nobody Is Talking About
07:58 - Why Bitcoin Broke Out Right Now
12:03 - The Critical $83K Bitcoin Level To Watch
15:29 - Bitcoin Pullback Risk And Fed Rate Hikes
20:32 - Why The MOVE Index Matters For Bitcoin
24:38 - Europe, The Yen, And Sovereign Debt Stress
29:00 - The Bitcoin Debasement Trade Returns
32:07 - Hidden Risks Building In The AI Boom
36:28 - The Growing AI Backlash Explained
42:04 - Bitcoin's Role In An AI-Driven Economy
45:17 - What Happens When 50 Billion AI Agents Arrive
48:26 - AI-Powered Attacks On Bitcoin Explained
51:15 - Reasons For Long-Term Bitcoin Optimism
55:01 - Why $500K Bitcoin Is Jamie's Outlook
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❗ DISCLAIMER ❗
Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
Matt Hougan says wealth managers are about to become the next major wave of Bitcoin buyers, and he is calling it full bull mode. He also thinks there could be a twelve billion dollar single-day ETF inflow coming. But he is also warning of real chop ahead before that next leg fully takes hold.
The CIO of Bitwise returns to break down the Liquid hack and why institutional demand for Bitcoin barely blinked, why custody and white-hat ethics are becoming a serious conversation at the highest levels, and why Bessent's Treasury plan really only leads to two outcomes, both of which are bullish for Bitcoin.
Full bull mode does not mean a straight line up. This is one of the most data-driven and institutionally grounded conversations on where Bitcoin stands right now, chop and all.
Here is what we cover:
• Why wealth managers are about to become the next wave of major Bitcoin buyers
• The Liquid hack and why institutional Bitcoin demand survived it intact
• Custody, hacker negotiations, and the ethics of white-hat intervention
• How AI-powered attacks are forcing Bitcoin security to harden faster
• Why diversifying Bitcoin custody across ETFs is becoming a real strategy
• In-kind ETF transfers explained and who is using them right now
• Whether ETFs could someday transfer Bitcoin out and what that means for custody
• Is the Bitcoin bottom in, and why Matt still expects chop before the next leg up
• Bitcoin's new base and what near-term price action tells institutional investors
• ETF inflows and the next wealth manager buying cycle
• Hedge fund flows versus long-only ETF flows and why it matters
• Retail capitulation and what quarterly reporting reveals about investors
• Why the debasement trade is back and how Bitwise built an ETF around it
• Gold and Bitcoin miners as leveraged bets and rising institutional mining interest
• Why owning both AI stocks and Bitcoin makes sense right now
• Whether AI is in a late 1990s style bubble and what that means for scarce assets
• Fed versus Treasury and why the real power dynamic matters more than headlines
• Is this actually soft yield curve control in disguise
• How Bitwise gets to a $1.3 million Bitcoin price target
• What sophisticated institutions actually believe about Bitcoin right now
• Why Bitcoin is quietly becoming normal inside institutional portfolios
🔔 Subscribe for weekly Bitcoin and macro analysis.
00:00 - Full Bitcoin Bull Mode — Wealth Managers As The Next Buyers
00:57 - The Liquid Hack Explained And Its Institutional Impact
02:30 - Why Institutional Bitcoin Demand Survives Crypto Exploits
04:18 - Bitcoin Custody, Hacker Negotiations, And White-Hat Ethics
08:06 - AI-Powered Attacks And The Future Of Bitcoin Security
09:34 - Diversifying Bitcoin Custody Across Multiple ETFs
11:12 - In-Kind Transfers Into Bitcoin ETFs Explained
12:27 - Could Bitcoin ETFs Someday Transfer Bitcoin Out
14:14 - Who Actually Uses In-Kind Bitcoin ETF Transfers
15:49 - Wall Street Returns After Labor Day — What It Means For Bitcoin
17:53 - Is The Bitcoin Bottom In
20:27 - Bitcoin's New Price Base And Why Chop Is Still Likely
22:41 - Bitcoin ETF Inflows And The Next Wealth Manager Buying Cycle
24:09 - Hedge Fund Flows Versus Long-Only Bitcoin ETF Flows
25:53 - Retail Capitulation And Quarterly Reporting Season
27:18 - The Bitcoin Debasement Trade Is Back
29:01 - Bitwise's New Debasement Trade ETF Explained
30:33 - Gold And Bitcoin Miners As Leveraged Bitcoin Bets
32:33 - Institutional Interest In Bitcoin Mining Stocks
35:24 - Debt, Fiat Currencies, And The Case For Hard Assets
38:14 - Why Own Both AI Stocks And Bitcoin
40:35 - The AI Boom, US Midterms, And The Market Outlook
42:06 - Is AI In A Late 1990s Style Bubble
44:25 - Fed Versus Treasury — What Actually Drives Bitcoin
48:09 - Is This Soft Yield Curve Control
49:42 - How Bitwise Gets To A $1.3 Million Bitcoin Price Target
53:55 - What Sophisticated Institutions Actually Believe About Bitcoin
55:38 - Why Bitcoin Is Becoming Normal In Portfolios
SPONSORS
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Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account.
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https://drop.rhinobitcoin.com/utm_source=youtube&utm_medium=video&utm_campaign=SatsDrop
🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe
❗ DISCLAIMER ❗
Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.
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