Uploaded March 2026 | Updated September 2026, 1 week ago
AI job loss fear is everywhere, and the latest Bitcoin FUD is coming from names you already know. I break down how these narratives get made, who benefits, and what they’re really selling.
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
Boost Question
• What is Ray and Chamath's angle?
• Why would these two start humming the same tune?
• Request: Technical arguments for BIP-110
• Not links.
• Make the technical case
Show Notes
• Core Scientific Sells $175M in Bitcoin (coindesk.com/markets/2026/03/03/core-scientific-sells-usd175-million-in-bitcoin-as-ai-pivot-accelerates)
• First BIP-110 Signaling Block (https://x.com/3ricMills/status/2028193546319126962)
• Jane Street ETF Dump Theory (https://x.com/CorySwan/status/2028165127762219412)
• Jane Street Dump Theory Debunked (https://x.com/milkroad/status/2027381519459995943)
• Mt. Gox Stolen Funds Recovery PR (github.com/bitcoin/bitcoin/pull/34695)
• 77% of Bitcoin Treasury Companies Underwater (https://x.com/caprioleio/status/2030503900567204219)
• Dorsey and Saylor on Bitcoin for Centuries (https://x.com/gomaestroorg/status/2030244366598771052)
• Lummis on Spending Bitcoin Without Capital Gains Tax (https://x.com/TFTC21/status/2029640984028684521)
• Bitcoin Hits $73K as ETFs Stabilize Markets (bitcoinmagazine.com/markets/bitcoin-price-soars-to-73000)
• Bitcoin Air Pocket Above $72K Could Trigger Run to $80K (coindesk.com/markets/2026/03/04/bitcoin-air-pocket-above-usd72-000-could-mean-quick-run-to-usd80-000)
• Bitcoin May Face Next Leg Down After $73K Move (cointelegraph.com/news/bitcoin-still-due-next-leg-down-72k-btc-price-precedes-death-cross)
• Morgan Stanley Taps Coinbase and BNY for Bitcoin ETF Custody (cointelegraph.com/news/morgan-stanley-coinbase-bny-bitcoin-etf-custody)
• Ark Invest Buys the Dip on Coinbase and Robinhood (decrypt.co/359921/cathie-wood-ark-invest-buys-dip-coinbase-robinhood)
• UK House of Lords Presses Coinbase on Stablecoins (cointelegraph.com/news/uk-lords-grill-coinbase-over-stablecoins)
• Trump Crypto Adviser Rejects Dimon on Yield-Bearing Stablecoins (coindesk.com/policy/2026/03/04/trump-s-crypto-adviser-rejects-dimon-on-treating-yield-bearing-stablecoins-like-banks)
• CFTC Chair Says US Perpetual Futures Are Coming (decrypt.co/359916/morning-minute-cftc-chair-says-u-s-perpetual-futures-are-coming)
• Clarity Act signed into law in 2026? Predictions & Odds | Polymarket (polymarket.com/event/clarity-act-signed-into-law-in-2026)
Music
Battle By: Bacalao (podcastindex.org/podcast/7719044?episode=50662726481)
AI job loss fear is everywhere, and the latest Bitcoin FUD is coming from names you already know. I break down how these narratives get made, who benefits, and what they’re really selling.
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
Boost Question
• What is Ray and Chamath's angle?
• Why would these two start humming the same tune?
• Request: Technical arguments for BIP-110
• Not links.
• Make the technical case
Show Notes
• Core Scientific Sells $175M in Bitcoin (coindesk.com/markets/2026/03/03/core-scientific-sells-usd175-million-in-bitcoin-as-ai-pivot-accelerates)
• First BIP-110 Signaling Block (https://x.com/3ricMills/status/2028193546319126962)
• Jane Street ETF Dump Theory (https://x.com/CorySwan/status/2028165127762219412)
• Jane Street Dump Theory Debunked (https://x.com/milkroad/status/2027381519459995943)
• Mt. Gox Stolen Funds Recovery PR (github.com/bitcoin/bitcoin/pull/34695)
• 77% of Bitcoin Treasury Companies Underwater (https://x.com/caprioleio/status/2030503900567204219)
• Dorsey and Saylor on Bitcoin for Centuries (https://x.com/gomaestroorg/status/2030244366598771052)
• Lummis on Spending Bitcoin Without Capital Gains Tax (https://x.com/TFTC21/status/2029640984028684521)
• Bitcoin Hits $73K as ETFs Stabilize Markets (bitcoinmagazine.com/markets/bitcoin-price-soars-to-73000)
• Bitcoin Air Pocket Above $72K Could Trigger Run to $80K (coindesk.com/markets/2026/03/04/bitcoin-air-pocket-above-usd72-000-could-mean-quick-run-to-usd80-000)
• Bitcoin May Face Next Leg Down After $73K Move (cointelegraph.com/news/bitcoin-still-due-next-leg-down-72k-btc-price-precedes-death-cross)
• Morgan Stanley Taps Coinbase and BNY for Bitcoin ETF Custody (cointelegraph.com/news/morgan-stanley-coinbase-bny-bitcoin-etf-custody)
• Ark Invest Buys the Dip on Coinbase and Robinhood (decrypt.co/359921/cathie-wood-ark-invest-buys-dip-coinbase-robinhood)
• UK House of Lords Presses Coinbase on Stablecoins (cointelegraph.com/news/uk-lords-grill-coinbase-over-stablecoins)
• Trump Crypto Adviser Rejects Dimon on Yield-Bearing Stablecoins (coindesk.com/policy/2026/03/04/trump-s-crypto-adviser-rejects-dimon-on-treating-yield-bearing-stablecoins-like-banks)
• CFTC Chair Says US Perpetual Futures Are Coming (decrypt.co/359916/morning-minute-cftc-chair-says-u-s-perpetual-futures-are-coming)
• Clarity Act signed into law in 2026? Predictions & Odds | Polymarket (polymarket.com/event/clarity-act-signed-into-law-in-2026)
Music
Battle By: Bacalao (podcastindex.org/podcast/7719044?episode=50662726481)
