This Week in Bitcoin

88: Fed Credibility Collapse

This week’s Fed chaos wasn’t random. It was the bill coming due. As Powell’s record is challenged in public, the market is being forced to rethink Bitcoin. Episode Links: 🇺🇸 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 Show Notes: Gross Domestic Product | U.S. Bureau of Economic Analysis (BEA) The US economy expanded at the fastest pace in two years as wealthier Americans kept spending U.S. GDP Grew 4.3%, Surging in Third Quarter of 2025 Why 2026 Will See Unprecedented U.S. GDP Growth The Money Masters (1996) - YouTube The campaign to convince Trump to investigate the Federal Reserve chief Rep. Anna Paulina Luna Refers Federal Reserve Chair Jerome Powell for Criminal Investigation Over False Testimony Jerome Powell Under Criminal Investigation — Here's Why This Matters - YouTube Corporate Bitcoin Buying Outstrips Mining Supply 3-to-1 Bitcoin ETFs Log Best Week Since October Flash Crash Zcash Developer Team Resigns Rumored Venezuelan Bitcoin Fate ‘Remains To Be Seen’ Introduction to Bitcoin: what is bitcoin and why does it matter? - YouTube PlanetNix 2026 Jupiter Broadcasting Meetup Page Music Sara Jade • Splinters

87: The Curve Ball

The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for Bitcoin. Episode Links 🇺🇸 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 Show Notes: BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS Stats from Jameson Lopp (@lopp) BTC Map on X said: "Square was a big contributor, but we've seen growth across the board." Venezuela 600,000 BTC Shadow Reserve Claim Explained Venezuela will ship sanctioned oil to U.S. indefinitely, sources say Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve. Strategy Pares Gains On New MSCI Rule "BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind. Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters 'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block 60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity. Music Tokyo Citadel Remix (Single) By: Reel Richard

86: The Perfect FUD

Bitcoin sentiment has turned ugly, and the excuses are getting creative. We expose the perfect FUD driving quantum panic, cycle mythology, and weak macro narratives at precisely the wrong moment. Episode Links: 🇺🇸 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 Show Notes: Manipulation? Bitcoin Drops $2,000 in 35 Minutes, $132M Longs Liquidated BREAKING: Bitcoin dumped $3,200 from $89.8k to $86.6k and liquidated $203 million worth of longs. All this happened in last 60 minutes with no major negative news or FUD. $200 million worth of levered longs were liquidated with Bitcoin now down to $86,000. That’s a $140 BILLION swing() Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical) - YouTube Luke bailed Longtime bull makes 'ugly' prediction for gold rival This is the first time he’s openly admitted selling BTC to buy back lower — framing it through the classic 4-year cycle and a broader 2026 market reset. Bitcoin is humbling bc it doesn’t care about your patterns You're selling BTC in favor of other technological platforms equally, if not more so, affected by powerful quantum computers. Lawrence Lepard: "Anybody who has zero Bitcoin is really missing the most asymmetric bet that I have ever seen." Glassnode data shows whales accumulated 269,822 BTC Fidelity reports that Bitcoin's 4 year cycle may be over 👀 Investors "believe we could be entering a supercycle WHY assume whoever builds a quantum computer that can crack old wallets would be SELF DESTRUCTIVE??? Bitcoin RSI flashes MAJOR reversal signal If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Why private credit is creating major concerns among economists - YouTube Will 1 Bitcoin Be Generational Wealth? Whales Selling, Legacy Planning & Price Drivers - YouTube Music Kentucky Sore by Justin Lantrip

85: Cycle Breakers

The Fed cuts rates again and quietly pivots to baby-QE. How this shift could finally blow up Bitcoin’s four-year cycle. Episode Links 🇺🇸 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 Show Notes Dow gains almost 500 points, S&P 500 ends shy of record high after Fed’s final rate cut of 2025 bolsters case for early start to ‘Santa Claus rally’ Here are the five big takeaways from Wednesday's Fed rate decision Fed interest rate decision December 2025: BIP The Cat - Draft discussion - Protocol Design - Delving Bitcoin The-Cat: Draft BIP: Non-monetary UTXO cleanup (“The Cat”) and related materials. Stablecoin Adoption Could Stifle Central Bank Control, IMF Warns - Decrypt Acting CFTC chairman Caroline Pham on new crypto collateral pilot program - YouTube I Wasted 8 Years of My Life in Crypto The $100 TRILLION Problem No One is Connecting To BITCOIN - YouTube Music Apex By: Empath Eyes

84: Carry Trade Crack

Something broke in the background this week as a decades-old trade finally cracked, and Bitcoin caught the first ripple. The real story isn’t the dip; it’s what this unwind sets in motion next. Episode Links 🇺🇸 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 Show Notes Yen Carry Trade Unwind Triggers Major Market Ripples | wolff responds - YouTube The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski - YouTube Japan announces $135 billion stimulus to boost economy and support consumers Japan Economy News Today, December 3, 2025: Services PMI Strengthens as Bond Yields Hit 17‑Year High and BOJ Eyes Rate Hike Charles Schwab CEO says feel confident bitcoin and ethereum will be the two cryptocurrencies it can offer to market in first half of 2026 | MarketScreener Vanguard finally dips a toe into crypto waters Vanguard Will Now Allow Crypto ETFs on Its Platform Bank of America recommends adding up to 4% of ‘gold rival’ Bank Of America Opens Up All Client Portfolios To Crypto Investments Bank of America Backs 4% Crypto Allocation Larry eats Crow: BlackRock CEO Larry Fink admits he was wrong about crypto. US FED Injects $13.5B in Liquidity Overnight as QT Ends Chairman Hill, Oversight Chair Meuser Issue Final Staff Report on Biden’s Debanking of Digital Assets | U.S. House Committee on Financial Services Crypto Targeted: House Confirms Operation Choke Point 2.0 Gilfoyle cryptocurrency powerpoint - Silicon Valley S5 - YouTube Music scoot By: Kathryn