Uploaded July 2026 | Updated September 2026, 1 week ago

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Open source AI is shaking the capex boom, energy inflation is tightening liquidity, and gold’s old weaknesses are back in focus, while BlackRock and even gold bugs keep making the case for Bitcoin.

Chapters:
00:00:00 114: Hard Money Wins
00:00:17 Macro Shock and AI Fears
00:05:29 Bitcoin as the Harder Alternative
00:12:46 Gold, Trust, and Settlement
00:26:03 Larry Fink on Bitcoin
00:27:04 Treasury Plus Cash Flow
00:29:02 Palmer Luckey’s Bitcoin Origin
00:34:26 Show Support and Boosts
00:35:58 AI Versus Bitcoin Compute
00:39:30 Viral Zimbabwe Bill Marketing
00:45:17 Sats, Spending, and Liquidity
00:47:27 Clarity Act and Crypto Politics
01:03:15 BIP-110’s Growing Opposition
01:06:57 Bitcoin as Harder Money
01:12:20 Network State of Play