Uploaded January 2026 | Updated September 2026, 2 weeks ago
The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for Bitcoin.
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:
• BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS (https://x.com/bitcoinlfgo/status/2006424548070273434)
• Stats from Jameson Lopp (@lopp) (https://x.com/lopp)
• BTC Map on X said: "Square was a big contributor, but we've seen growth across the board." (https://x.com/btcmap/status/2006804732355260918)
• Venezuela 600,000 BTC Shadow Reserve Claim Explained (coinpaper.com/13588/venezuela-s-alleged-600-000-btc-stash-truth-or-60-b-myth)
• Venezuela will ship sanctioned oil to U.S. indefinitely, sources say (cnbc.com/2026/01/07/oil-sales-from-venezuela-to-continue-indefinitely-sanctions-will-be-reduced-source-says.html)
• Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy (thedailyeconomy.org/article/geopolitics-returns-to-energy-markets/)
• Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News (tradingview.com/news/cointelegraph:939f055cf094b:0-bitcoin-core-v30-bug-risks-fund-loss-during-legacy-wallet-upgrades/)
• Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune (cointribune.com/en/ledger-users-hit-by-phishing-scam-after-global-e-data-breach-exposes-order-information/)
• The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve. (https://x.com/bitcoinnewscom/status/2008277848331874314)
• Strategy Pares Gains On New MSCI Rule (investors.com/news/msci-index-decision-mstr-stock-strategy-bitcoin-price-digital-asset-treasury/)
• "BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind. (https://x.com/bitcoinnewscom/status/2003595174166065421)
• Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters (reuters.com/business/morgan-stanley-files-bitcoin-etf-2026-01-06/)
• 'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block (theblock.co/post/384516/shocker-morgan-stanleys-in-house-bitcoin-solana-etf-signal-deeper-institutional-commitment-to-crypto)
• 60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity. (https://x.com/60Minutes/status/1734020397979316512)
Music
• Tokyo Citadel Remix (Single) By: Reel Richard (podcastindex.org/podcast/6757427)
The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for Bitcoin.
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:
• BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS (https://x.com/bitcoinlfgo/status/2006424548070273434)
• Stats from Jameson Lopp (@lopp) (https://x.com/lopp)
• BTC Map on X said: "Square was a big contributor, but we've seen growth across the board." (https://x.com/btcmap/status/2006804732355260918)
• Venezuela 600,000 BTC Shadow Reserve Claim Explained (coinpaper.com/13588/venezuela-s-alleged-600-000-btc-stash-truth-or-60-b-myth)
• Venezuela will ship sanctioned oil to U.S. indefinitely, sources say (cnbc.com/2026/01/07/oil-sales-from-venezuela-to-continue-indefinitely-sanctions-will-be-reduced-source-says.html)
• Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy (thedailyeconomy.org/article/geopolitics-returns-to-energy-markets/)
• Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News (tradingview.com/news/cointelegraph:939f055cf094b:0-bitcoin-core-v30-bug-risks-fund-loss-during-legacy-wallet-upgrades/)
• Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune (cointribune.com/en/ledger-users-hit-by-phishing-scam-after-global-e-data-breach-exposes-order-information/)
• The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve. (https://x.com/bitcoinnewscom/status/2008277848331874314)
• Strategy Pares Gains On New MSCI Rule (investors.com/news/msci-index-decision-mstr-stock-strategy-bitcoin-price-digital-asset-treasury/)
• "BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind. (https://x.com/bitcoinnewscom/status/2003595174166065421)
• Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters (reuters.com/business/morgan-stanley-files-bitcoin-etf-2026-01-06/)
• 'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block (theblock.co/post/384516/shocker-morgan-stanleys-in-house-bitcoin-solana-etf-signal-deeper-institutional-commitment-to-crypto)
• 60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity. (https://x.com/60Minutes/status/1734020397979316512)
Music
• Tokyo Citadel Remix (Single) By: Reel Richard (podcastindex.org/podcast/6757427)
