Episode notes
LIVE – Nvidia lost $300 billion in market cap this week, Jensen Huang admitted to an affair with a woman three House committees believe may be tied to Chinese intelligence — and the Nasdaq still closed up 3.2%. That gap between the headline and the price is where you find out what risk actually costs right now.
In this Bitcast live stream you'll see why a national security scandal at the most important chip company on earth barely moved the market, what Coinbase's final OCC approval as a national trust bank actually means, and why Binance keeps losing executives — the CFO just resigned — while Michael Saylor bought another 1,036 Bitcoin to push MicroStrategy's stack to 850,364 BTC. You'll learn why BlackRock is reporting surging demand to move self-custodied Bitcoin into IBIT, how Barclays' $500B balance sheet is adding Bitcoin ETF and MSTR exposure, and why a buried NY Fed survey showing inflation expectations at 3.91% matters more than the spy story.
We also break down the Iran and A7 shadow-banking sanctions, the drone strike on Saudi Arabia's East-West pipeline, Russia limiting gasoline sales after Ukrainian refinery strikes, Taiwan's sweeping short-selling ban, and the LNbits, Ethersphere, and THORChain security incidents — all pointing to the same cracks Bitcoin was built to fix.
This is a live show for people who hold their own keys and read the news through a sound-money lens. Join us live, drop your take in the chat, and let us know which story you think the market is most wrong about.
Subscribe for weekly Bitcoin-only education and live commentary: https://www.youtube.com/@BTCSessions
Follow on X for real-time takes: https://x.com/BTCSessions
Join the newsletter for the best Bitcoin reads of the week: https://btcsessions.ca
ALSO WATCH THE CO-HOSTS:
• Canadian Bitcoiners (Joey): https://www.youtube.com/@canadianbitcoiners
• THE Bitcoin Podcast (Walker): https://www.youtube.com/@walkeramerica
• Brandon Gentile: https://www.youtube.com/@brandon_gentile
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In this Bitcast live stream you'll see why a national security scandal at the most important chip company on earth barely moved the market, what Coinbase's final OCC approval as a national trust bank actually means, and why Binance keeps losing executives — the CFO just resigned — while Michael Saylor bought another 1,036 Bitcoin to push MicroStrategy's stack to 850,364 BTC. You'll learn why BlackRock is reporting surging demand to move self-custodied Bitcoin into IBIT, how Barclays' $500B balance sheet is adding Bitcoin ETF and MSTR exposure, and why a buried NY Fed survey showing inflation expectations at 3.91% matters more than the spy story.
We also break down the Iran and A7 shadow-banking sanctions, the drone strike on Saudi Arabia's East-West pipeline, Russia limiting gasoline sales after Ukrainian refinery strikes, Taiwan's sweeping short-selling ban, and the LNbits, Ethersphere, and THORChain security incidents — all pointing to the same cracks Bitcoin was built to fix.
This is a live show for people who hold their own keys and read the news through a sound-money lens. Join us live, drop your take in the chat, and let us know which story you think the market is most wrong about.
Subscribe for weekly Bitcoin-only education and live commentary: https://www.youtube.com/@BTCSessions
Follow on X for real-time takes: https://x.com/BTCSessions
Join the newsletter for the best Bitcoin reads of the week: https://btcsessions.ca
ALSO WATCH THE CO-HOSTS:
• Canadian Bitcoiners (Joey): https://www.youtube.com/@canadianbitcoiners
• THE Bitcoin Podcast (Walker): https://www.youtube.com/@walkeramerica
• Brandon Gentile: https://www.youtube.com/@brandon_gentile
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Hit the bell so you never miss a live show.
Like this video if you think more people need to hear this.
Drop your questions in the chat — we read them live.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
FOLLOW BTC Sessions on X: x.com/BTCsessions
———————————
SHOW SPONSORS:
BITCOIN WELL BUY BITCOIN
https://qrco.de/bfiDC6
ABUNDANT MINES:
https://qrco.de/bgYKPB
HODLHODL NO KYC P2P EXCHANGE
https://hodlhodl.com/join/BTCSESSION
DEBIFI LOANS
https://qrco.de/bfiDCp
STAMP SEED TITANIUM BACKUP
https://www.stampseed.com/products/titanium-seed-stamping-kit
Use promo code BITCAST for 15% off site wide
CASA COLLABORATIVE MULTISIG
https://casa.io/sessions
Use promo code SESSIONS for 10% off your first year
⚡ Sponsored by BitBox - Get Your BitBox Now: https://bitbox.swiss/btcsessions
Code BTCSESSIONS for 5% off
BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
Visit btcmentor.io
