Uploaded June 2026 | Updated September 2026, 2 weeks ago
IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making.
Chapters:
00:00:00 108: The Hard Bet
00:00:21 Bitcoin’s Long-Term Case
00:00:59 Inflation and Energy Shock
00:02:17 Molecules Can’t Be Printed
00:04:35 Fed Holds, Bitcoin Pressures
00:09:20 AI Bubble and Bitcoin
00:19:54 Weak Hands, Strong Buyers
00:23:54 Bitcoin’s Energy Backing
00:31:26 Crypto Tax Reform Talks
00:37:11 Boosts, Sats, and Support
00:51:39 New Web Boost Launch
00:55:46 Zcash Bug Exposes Centralization
01:03:35 SBF Seeks a Pardon
01:07:28 Network Stats and Price
01:08:32 Diamond Hands Finale
IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making.
Chapters:
00:00:00 108: The Hard Bet
00:00:21 Bitcoin’s Long-Term Case
00:00:59 Inflation and Energy Shock
00:02:17 Molecules Can’t Be Printed
00:04:35 Fed Holds, Bitcoin Pressures
00:09:20 AI Bubble and Bitcoin
00:19:54 Weak Hands, Strong Buyers
00:23:54 Bitcoin’s Energy Backing
00:31:26 Crypto Tax Reform Talks
00:37:11 Boosts, Sats, and Support
00:51:39 New Web Boost Launch
00:55:46 Zcash Bug Exposes Centralization
01:03:35 SBF Seeks a Pardon
01:07:28 Network Stats and Price
01:08:32 Diamond Hands Finale
