Uploaded May 2026 | Updated September 2026, 2 weeks ago

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Why energy shocks, bond pressure, and Fed games have everyone but Bitcoiners freaking out.



Episode Links




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Boost Question




• Sayor Selling his coins: Bait and switch?




Show Notes




• Bitcoin Is At An All-Time High (pomp.substack.com/p/bitcoin-is-at-an-all-time-high)


• Higher Energy Prices from Iran War Will Drive World Into Recession, Says Citadel CEO Ken Griffin (youtube.com/watch?v=JX8f2QXjxqk)


• OPEC Is Breaking Up (https://x.com/profstonge/status/2051625454977851659)


• Citadel's Ken Griffin Says Iran War Threatens Global Recession (reuters.com/business/finance/citadels-ken-griffin-says-iran-war-threatens-global-recession-2026-04-14/)


• Citadel's Ken Griffin: Global Recession Inevitable if Strait of Hormuz Stays Shut (cnbc.com/2026/04/14/citadels-ken-griffin-global-recession-inevitable-if-strait-of-hormuz-stays-shut.html)


• Chevron CEO Says Shortages in Oil Supply Will Begin Appearing (reuters.com/business/energy/chevron-ceo-says-physical-shortages-oil-supply-begin-appearing-2026-05-04/)


• Chevron CEO Says Global Oil Supplies Are Tightening (msn.com/en-us/news/world/chevron-ceo-says-global-oil-supplies-are-tightening/ar-AA22n547)


• Bessent Says Powell Staying On Is a Violation of Fed Norms (bloomberg.com/news/articles/2026-04-29/bessent-says-powell-staying-on-is-violation-of-all-fed-norms)


• Bessent Criticizes Powell's Plan to Stay on Fed Board (msn.com/en-us/money/markets/bessent-criticizes-powell-s-plan-to-stay-on-fed-board-after-chair-term-report/ar-AA225QcR)


• Powell Says He'll Remain on U.S. Federal Reserve Board (cbc.ca/news/world/powell-federal-reserve-chair-governor-9.7182262)


• Powell Says He Will Stay On as Fed Governor After Term as Chair (nytimes.com/2026/04/29/business/economy/powell-fed-stay-governor.html)


• Dalio Warns Warsh Against Cutting Rates Amid Stagflation Risk (investmentnews.com/fixed-income/dalio-warns-warsh-against-cutting-rates-amid-stagflation-risk/266327)


• Ray Dalio Says Kevin Warsh Shouldn't Cut Interest Rates in a Stagflation Era (cnbc.com/2026/04/27/ray-dalio-says-kevin-warsh-shouldnt-cut-interest-rates-in-a-stagflation-era.html)


• U.S. Debt Exceeds Country's GDP for First Time Since World War II (youtube.com/watch?v=WXN3xNtWufw)


• Powell Says Tariffs Keeping Inflation Elevated, Fed Watching Energy Prices (reuters.com/markets/us/powell-says-tariffs-keeping-inflation-elevated-fed-watching-energy-prices-2026-03-18/)


• Fed Chair Powell: Tariffs Should Be a One-Time Issue for Inflation (cnbc.com/video/2026/03/18/fed-chair-powell-tariffs-should-be-a-one-time-issue-for-inflation.html)


• The U.S. Debt Now Exceeds the Country's GDP. Should We Worry? (cbsnews.com/news/us-debt-exceeds-gdp-first-time-since-wwii/)


• mempool.space (http://mempool.space) API (https://mempool.space/api/)


• Bitnodes Latest Snapshot (bitnodes.io/api/v1/snapshots/latest/)


• Clark Moody Dashboard (dashboard.clarkmoody.com/)


• PIG by The Death of Rock and Roll (music.behindthesch3m3s.com/wp-content/uploads/2023/08/The-Death-of-Rock-and-Roll_PIG.mp3)


• The Abuse by DOGS (d12wklypp119aj.cloudfront.net/track/647cc94d-d176-4287-bddf-8828ec446ab0.mp3)


• No Longer by POLANSKI (d12wklypp119aj.cloudfront.net/track/641b87a9-454b-42bb-ab51-8f29f6d38d6f.mp3)


• What's On My Mind by Wobitty (d12wklypp119aj.cloudfront.net/track/849892f7-e866-4ec5-86e8-5ab7b5edc175.mp3)


• Way to Go Kid by Panzee (music.behindthesch3m3s.com/wp-content/uploads/Andy%20A/Panzee/Way%20to%20go%20Kid.mp3)


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• Wall Street Just Gave Your Bitcoin Bonds a Triple-B Rating (youtube.com/watch?v=eCGjt5qHr_U)


• Why Bitcoin Replaces Gold, Bonds & Re...