Uploaded November 2025 | Updated September 2026, 2 weeks ago
Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.
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
• Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle? (finance.yahoo.com/news/ism-losing-power-pointing-2026-192000515.html)
• ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News (tradingview.com/news/cointelegraph:fe39dafcc094b:0-ism-manufacturing-pmi-suggests-bitcoin-cycle-may-extend-beyond-historical-norm/)
• Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle (https://x.com/dangambardello/status/1990810622297059385)
• Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap (coinmarketcap.com/academy/article/bitcoin-cycle-may-run-longer-than-expected-per-ism-data)
• Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube (youtube.com/watch?v=j5PciTodGZ8)
• The Czech National Bank has purchased digital assets for the first time in its history. 🌐 (https://x.com/cnb_cz/status/1988940072742191344)
• Mike Kelly on X OFAC Fears (https://x.com/NicerInPerson/status/1991078721273352582)
• Trump promises $2,000 tariff checks by mid-2026 (axios.com/2025/11/17/2000-tariff-dividend-trump-check-2026)
Music
• Auto Inter Woven Minds By: Longy (podcastindex.org/podcast/7569233)
Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.
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
• Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle? (finance.yahoo.com/news/ism-losing-power-pointing-2026-192000515.html)
• ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News (tradingview.com/news/cointelegraph:fe39dafcc094b:0-ism-manufacturing-pmi-suggests-bitcoin-cycle-may-extend-beyond-historical-norm/)
• Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle (https://x.com/dangambardello/status/1990810622297059385)
• Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap (coinmarketcap.com/academy/article/bitcoin-cycle-may-run-longer-than-expected-per-ism-data)
• Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube (youtube.com/watch?v=j5PciTodGZ8)
• The Czech National Bank has purchased digital assets for the first time in its history. 🌐 (https://x.com/cnb_cz/status/1988940072742191344)
• Mike Kelly on X OFAC Fears (https://x.com/NicerInPerson/status/1991078721273352582)
• Trump promises $2,000 tariff checks by mid-2026 (axios.com/2025/11/17/2000-tariff-dividend-trump-check-2026)
Music
• Auto Inter Woven Minds By: Longy (podcastindex.org/podcast/7569233)
