This Week in Bitcoin

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

83: Knives Out Moment

A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters. 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 The Dumbest Trade of 2025 Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’ MSCI Review Puts Digital Asset Treasury Companies Under Pressure JPMogran Prospectus Filed THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube Part 1: My Life Is a Lie - by Michael W. Green Ethereum has much bigger problems with quantum than Bitcoin. Bitcoin Rally To $112K Depends On Four Catalysts Bitcoin Price Roars Past $90,000 On Strong Wall Street News US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By Investing.com Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump Music Epiphany Rising By: Justin Lantrip

82: The Missing Variable

Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either. 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 Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle? ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube The Czech National Bank has purchased digital assets for the first time in its history. 🌐 Mike Kelly on X OFAC Fears Trump promises $2,000 tariff checks by mid-2026 Music Auto Inter Woven Minds By: Longy