119: Debt Always Wins

Washington reaches for Hamiltonian economics, the bond market pushes back, and Bitcoin rips for exactly the reasons Bitcoiners warned about.

Episode Links

• 🎉 Boost from the Web
• 🇺🇸 Buy Sats on River - The best way to stack in the US
• 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
• 💳 The Bitcoin Company - Spending your Bitcoin Via Lightning
• 🏦 Fold Card - Pay bills Stack Sats
• 💵 SALT Lending - Get access to your BTC Value w/out Selling
• ⚡ Strike - Ultra-low fees, high trading limits, and easy loans.

Show Notes

• BIP-110 Post Mortem
• Luke Dashjr Proposes BLAKE2b Bitcoin Hard Fork
• Monetary Nodes: A Spam-Free Bitcoin Without a Fork
• Lyn Alden on Bitcoin Fee-Based Security
• Bitcoin ETF Inflows Hit $137 Million
• Treasury Doubles Long-Term Bond Buybacks
• Treasury Steps In as Long-Bond Yields Surge
• Critical Takes on Treasury's Bond Buyback Intervention
• Why Bessent Is Playing With the Treasury Market
• US Debt Forces Investors to Demand Higher Returns
• Global Bond Rout Puts Governments on Notice
• 30-Year Treasury Yield Hits Highest Since 2007
• Foreign Holdings of US Treasuries Fall
• Dollar Drops After Treasury Expands Bond Buybacks
• Gold Surges as Treasury Buybacks Hit Yields and Dollar
• Fed Minutes Show Growing Inflation Concerns
• Oil and Debt Fears Drive Global Borrowing Costs Higher
• Oil Above $90 Revives US Inflation Fears
• Soft US Data Keeps Pressure on the Dollar
• Metaplanet Commits 2,100 BTC to US Treasury Venture
• BlackRock Reaffirms Bitcoin Investment Case
• Citi Plans Bitcoin Custody Alongside Stocks and Bonds
• Large Holders Pour $2.75 Billion Into Bitcoin
• Bitwise Sees Bitcoin Substantially Higher by Year-End
• JD Vance and the Dollar's Reserve Currency Role
• JD Vance Is Right
• Can the Dollar Maintain Its Exorbitant Privilege?
• Electrum 4.8.1 Released With Security Fixes
• BitBox Warns Users About Severe Vulnerability
• BitBox 08.2026 Dixence Update
• Hunting Down the Coldcard Hacker
• Zeus Security Incident Post-Mortem
• DOJ Developer Exemptions
• World Gold Council CEO Says Bitcoin Will Go to Zero
• CNBC on the CLARITY Act and White House Meeting
• Bitwise Says Crypto Can Grow Without the CLARITY Act