Episode notes
Kevin Warsh went full prison rules at Jackson Hole, Bitcoin dumped, and then flashed a signal it has only thrown once before. Last time, that led to an 8x. Meanwhile Scott Bessent is warning a disorderly yen collapse could blow up global markets, and the read here is dollar milkshake theory playing out in real time: starve the world of dollars, force a panic into treasuries, then buy America's own debt back for pennies. Saylor just ended a two month buying pause with a $370 million purchase, the Taliban just declared war on Bitcoin, and BTC is holding near $78K in the middle of all of it. This isn't chaos. It's the play.
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