Episode notes
Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy.
The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows.
In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two.
⏱️ Timestamps:
0:00 - Intro
1:36 - Doomberg and Simon Dixon on Global Shifts
2:07 - Shipping Choke Points Unwind Globalism
5:10 - Western Media Propaganda Exposed
8:14 - How Media Gets Captured by Power
12:13 - Real Purpose of Ukraine and Middle East Wars
22:38 - Biggest Empire Change in Our Lifetime
25:18 - Why Everything Depends on Beijing
28:35 - West Captured by Financial Industrial Complex
39:43 - Reading Oil Gold and Bond Markets
45:17 - Is Blackrock Weaker Than Its Reputation
53:25 - Building Mental Models for Information Overload
59:23 - What Energy Markets Are Really For
1:06:13 - Why Oil Below $90 Risks Greater War
1:09:07 - Real Capital Knows the Deal Is Coming
1:16:34 - Coldcard Hack and Contested Bitcoin Fork
1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities
1:24:00 - Self Custody Custody Risk and Sovereignty
1:36:24 - Michael Saylor Willingness to Sell Bitcoin
1:39:52 - What Strategy Is Built to Achieve
1:48:54 - Where to Find Doomberg and Simon Dixon
Mentioned in this episode: Doomberg's forthcoming book on analysis and mental models, Simon Dixon's book "Game of Money," abundant mines hosting, and BTC Mentor for secure self-custody setup.
Links & Resources
→ Doomberg: https://doomberg.com
→ Simon Dixon on X: https://x.com/SimonDixonTwitt
⚡Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more. Visit btcmentor.io ⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB
#Bitcoin #BTC #BTCSessions #SimonDixon #Doomberg #MichaelSaylor #Geopolitics #SelfCustody #Globalism #OilMarkets #Gold #StraitOfHormuz #MicroStrategy #Coldcard #SoundMoney #Oil #energymarket
