Uploaded November 2025 | Updated September 2026, 1 week ago
A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters.
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
• The Dumbest Trade of 2025 (https://stacker.news/items/1291762)
• Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB (https://x.com/_Adrian/status/1993664416227934407)
• Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’ (cointelegraph.com/news/bitcoin-price-risks-decline-below-80k-mstr-hit-job)
• MSCI Review Puts Digital Asset Treasury Companies Under Pressure (cointelegraph.com/news/msci-digital-asset-treasury-index-exclusion-risk)
• JPMogran Prospectus Filed (sec.gov/Archives/edgar/data/19617/000121390025114025/ea0266951-01_424b2.htm)
• THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube (youtube.com/watch?v=HJyDoOzizAM)
• Part 1: My Life Is a Lie - by Michael W. Green (yesigiveafig.com/p/part-1-my-life-is-a-lie)
• Ethereum has much bigger problems with quantum than Bitcoin. (https://x.com/llfourn/status/1992753463575589193)
• Bitcoin Rally To $112K Depends On Four Catalysts (cointelegraph.com/news/bitcoin-s-path-back-to-112k-and-higher-depends-on-four-key-factors)
• Bitcoin Price Roars Past $90,000 On Strong Wall Street News (bitcoinmagazine.com/news/bitcoin-price-skyrockets-past-90000)
• US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG (en.coinotag.com/us-congressman-proposes-bitcoin-tax-payments-and-strategic-reserve)
• Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block (theblock.co/post/380598/bitcoin-miner-hive-opens-300-million-stock-sales-record-quarter)
• S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By (investing.com/news/cryptocurrency-news/sp-downgrades-tethers-usdt-stability-rating-on-bitcoin-exposure-93CH-4380053) Investing.com (http://Investing.com)
• Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal (coinjournal.net/news/texas-buys-5mn-btc-etf-pushes-for-bitcoin-reserve-plan/)
• JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance (defi-planet.com/2025/11/jpmorgan-offers-capped-upside-notes-tied-to-bitcoin-etf-performance/)
• Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump (cointelegraph.com/news/strategy-btc-rating-debt-safe-bitcoin-slumps)
Music
• Epiphany Rising By: Justin Lantrip (podcastindex.org/podcast/7487451?episode=42557196192)
A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters.
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
• The Dumbest Trade of 2025 (https://stacker.news/items/1291762)
• Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB (https://x.com/_Adrian/status/1993664416227934407)
• Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’ (cointelegraph.com/news/bitcoin-price-risks-decline-below-80k-mstr-hit-job)
• MSCI Review Puts Digital Asset Treasury Companies Under Pressure (cointelegraph.com/news/msci-digital-asset-treasury-index-exclusion-risk)
• JPMogran Prospectus Filed (sec.gov/Archives/edgar/data/19617/000121390025114025/ea0266951-01_424b2.htm)
• THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube (youtube.com/watch?v=HJyDoOzizAM)
• Part 1: My Life Is a Lie - by Michael W. Green (yesigiveafig.com/p/part-1-my-life-is-a-lie)
• Ethereum has much bigger problems with quantum than Bitcoin. (https://x.com/llfourn/status/1992753463575589193)
• Bitcoin Rally To $112K Depends On Four Catalysts (cointelegraph.com/news/bitcoin-s-path-back-to-112k-and-higher-depends-on-four-key-factors)
• Bitcoin Price Roars Past $90,000 On Strong Wall Street News (bitcoinmagazine.com/news/bitcoin-price-skyrockets-past-90000)
• US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG (en.coinotag.com/us-congressman-proposes-bitcoin-tax-payments-and-strategic-reserve)
• Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block (theblock.co/post/380598/bitcoin-miner-hive-opens-300-million-stock-sales-record-quarter)
• S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By (investing.com/news/cryptocurrency-news/sp-downgrades-tethers-usdt-stability-rating-on-bitcoin-exposure-93CH-4380053) Investing.com (http://Investing.com)
• Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal (coinjournal.net/news/texas-buys-5mn-btc-etf-pushes-for-bitcoin-reserve-plan/)
• JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance (defi-planet.com/2025/11/jpmorgan-offers-capped-upside-notes-tied-to-bitcoin-etf-performance/)
• Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump (cointelegraph.com/news/strategy-btc-rating-debt-safe-bitcoin-slumps)
Music
• Epiphany Rising By: Justin Lantrip (podcastindex.org/podcast/7487451?episode=42557196192)
