Episode notes
- Brady joins from Bitcoin Amsterdam and reports extremely positive conference sentiment despite Bitcoin’s price consolidating around $95–105K
- Hosts discuss how price often disconnects from fundamentals and why Bitcoin’s thesis remains intact
- Review of historical “conference dumps” showing that IRL Bitcoin community morale stays strong even during drawdowns
- Deep dive on inflation, the disappearance of the U.S. penny, and long-term fiat degradation compared to Bitcoin
- Macro breakdown: surging U.S. interest expense now surpasses defense spending; government shutdown ends; TGA likely to release liquidity
- Discussion of proposed stimulus checks, 50-year mortgages, and portable/assumable mortgages as evidence policymakers won’t tolerate asset price deflation
- Czech National Bank allocates $1M to Bitcoin—first known central bank to do so
- U.S. regulatory update: Senate draft of the Clarity Act includes explicit protections for self-custody and P2P Bitcoin transactions
- SoFi becomes the first national bank to offer Bitcoin, Ethereum, and Solana purchases directly inside its banking app
- Major adoption milestone: Square enables Bitcoin/Lightning payments at 4 million merchants with optional Bitcoin settlement
- Market note: Michael Burry closes his fund, citing inability to understand today’s market—hosts contrast this with Bitcoin’s clear macro trajectory
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