Uploaded October 2025 | Updated September 2026, 1 week ago
The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.
Episode Links
• 🇺🇸 Buy Sats on River (partner.river.com/jupiter) - The best way to stack in the US
• 🇨🇦 The Bitcoin Well (bitcoinwell.com/jupiter) - An amazing automatic self-custody Bitcoin platform
• ⚡ The Bitcoin Company (app.thebitcoincompany.com/signup?ref=JUPITER) - Spending your Bitcoin Via Lightning
• 🏦 Fold Card (use.foldapp.com/r/XNHPXTFC) - Pay bills Stack Sats
• 💵 SALT Lending (borrower.saltlending.com/register?referralCode=GkPQdbqWG) - Get access to your BTC Value w/out Selling
Show Notes
• Fed cuts rates for the second time this year, will end balance sheet run-off in December (cnbc.com/2025/10/29/fed-rate-decision-october-2025.html)
• Government shutdown now 2nd longest in U.S. history (cnbc.com/2025/10/22/government-shutdown-trump-democrats.html)
• Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025 (bitget.com/news/detail/12560605033798)
• Strike Line of Credit in the Works - YouTube (youtube.com/live/bZvpTAE7NYI?si=uoXS3PtSYxa9MeBN&t=4280)
• Lava is introducing the world’s first bitcoin-backed line of credit. (https://x.com/MarediaShehzan/status/1983226151041466438)
• Lava | Waitlist (https://www.lava.xyz/waitlist)
• Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X (https://x.com/MarediaShehzan/status/1983226154124300522)
• JPMorgan To Accept Bitcoin As Collateral By Year-End (bitcoinmagazine.com/business/jpmorgan-to-accept-btc-as-collateral)
• Chain Code Delegation: Improving privacy in collaborative multisig (https://bitkey.build/chain-code-delegation-improving-privacy-in-collaborative-multisig/)
• S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration” (finance.yahoo.com/news/amp-p-global-assigns-b-225021901.html)
• Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings (spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3466223)
• CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin (theminermag.com/news/2025-10-29/cleanspark-land-power-texas-ai-bitcoin)
• Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center (cnbc.com/2025/10/28/bitcoin-miner-cleanspark-crypto-mining-energy-power-ai-data-center.html)
• Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube (youtube.com/watch?v=yDpMGUZZC4c)
Music
• The End Of The World BY: Filoxera (podcastindex.org/podcast/7078988?episode=29831105835)
The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.
Episode Links
• 🇺🇸 Buy Sats on River (partner.river.com/jupiter) - The best way to stack in the US
• 🇨🇦 The Bitcoin Well (bitcoinwell.com/jupiter) - An amazing automatic self-custody Bitcoin platform
• ⚡ The Bitcoin Company (app.thebitcoincompany.com/signup?ref=JUPITER) - Spending your Bitcoin Via Lightning
• 🏦 Fold Card (use.foldapp.com/r/XNHPXTFC) - Pay bills Stack Sats
• 💵 SALT Lending (borrower.saltlending.com/register?referralCode=GkPQdbqWG) - Get access to your BTC Value w/out Selling
Show Notes
• Fed cuts rates for the second time this year, will end balance sheet run-off in December (cnbc.com/2025/10/29/fed-rate-decision-october-2025.html)
• Government shutdown now 2nd longest in U.S. history (cnbc.com/2025/10/22/government-shutdown-trump-democrats.html)
• Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025 (bitget.com/news/detail/12560605033798)
• Strike Line of Credit in the Works - YouTube (youtube.com/live/bZvpTAE7NYI?si=uoXS3PtSYxa9MeBN&t=4280)
• Lava is introducing the world’s first bitcoin-backed line of credit. (https://x.com/MarediaShehzan/status/1983226151041466438)
• Lava | Waitlist (https://www.lava.xyz/waitlist)
• Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X (https://x.com/MarediaShehzan/status/1983226154124300522)
• JPMorgan To Accept Bitcoin As Collateral By Year-End (bitcoinmagazine.com/business/jpmorgan-to-accept-btc-as-collateral)
• Chain Code Delegation: Improving privacy in collaborative multisig (https://bitkey.build/chain-code-delegation-improving-privacy-in-collaborative-multisig/)
• S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration” (finance.yahoo.com/news/amp-p-global-assigns-b-225021901.html)
• Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings (spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3466223)
• CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin (theminermag.com/news/2025-10-29/cleanspark-land-power-texas-ai-bitcoin)
• Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center (cnbc.com/2025/10/28/bitcoin-miner-cleanspark-crypto-mining-energy-power-ai-data-center.html)
• Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube (youtube.com/watch?v=yDpMGUZZC4c)
Music
• The End Of The World BY: Filoxera (podcastindex.org/podcast/7078988?episode=29831105835)
