113: The August Trap

Markets cheer cooler CPI and rate-cut hopes as another energy shock builds beneath them. Meanwhile, BIP-110’s August 8 signaling deadline brings Bitcoin closer to a possible chain split.

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Show Notes

• Bitcoin Rallies on Cooler Inflation
• Bitcoin Recovery Needs Fundamentals
• Bitcoin ETFs Lose $4.5 Billion in 2026
• Bitcoin Eyes a $63.3K Breakout
• BIP-110 Could Fork or Miss Activation
• Bitcoin Debates BIP-110 Activation
• Bitcoin Node Surge Raises Manipulation Claims
• White House Plans CLARITY Act Meeting
• Fed Races to Release Stablecoin Rules
• Bitcoin Standard Treasury Merger Update
• Warsh Rejects Crypto Bailouts
• June CPI Comes in Surprisingly Cool
• Warsh Responds to Cooler CPI
• Warsh and Inflation Set the July Fed Tone
• Alternative Inflation Signals Facing the Fed
• Why Warsh Prefers Trimmed-Mean Inflation
• Fed Rate Fight Could Drag On
• Five Takeaways From Warsh’s Testimony
• Warsh Promises a Fed Policy Regime Change
• Warsh Calls for New Thinking at the Fed
• Warsh Says the Fed Has No Inflation Tolerance
• Warsh’s Monetary Policy Testimony
• Warsh House Testimony Coverage
• Watch Warsh’s House Testimony
• Lawmakers Question Warsh on Inflation
• Warsh’s Written Senate Responses
• Waters Criticizes Trump’s Federal Reserve
• Warsh Says He Won’t Do Trump’s Bidding
• Inflation Reports Set Up a Busy Week
• Economy Slows as Rate Hikes Take Hold
• Oil Surges as U.S.–Iran Attacks Escalate
• Trump Reimposes the Iran Blockade
• Trump Announces Strait of Hormuz Toll
• Strategic Petroleum Reserve Nears Breaking Point
• U.S. Crude Inventories Fall 1.7 Million Barrels
• Bitdeer Plans Nevada Manufacturing Facility
• Ethereum Foundation Shakeup Timeline
• Fed Governor Barr on AI and Labor
• Warsh Says AI Is Reshaping the Economy
• Is the AI Boom Misallocating Capital?

Music:

• Rules Without Rulers By: Richard