120: You Can’t Print Credibility

As the AI trade cools and Washington leans harder on the bond market, Bitcoin and hard assets are reminding investors that credibility is the one thing you can’t print.

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

• Bessent’s Treasury Buybacks Could Exceed $4 Billion
• Druckenmiller Slams Bessent’s Bond Buybacks
• Druckenmiller Calls Treasury Bond Buying a Mistake
• Citi Economist Says Bessent’s Bond Plan Won’t Work
• Citi: US Fiscal Position Is Absolutely Out of Control
• Dollar Debasement Talk Returns
• Bessent’s Buyback Revives the Debasement Thesis
• Bessent’s Bond Rescue Worked Better for Bitcoin
• Bessent Kicks Bitcoin’s Debasement Trade Into Another Gear
• Bitcoin Posts Best Week in Three Years
• Bitcoin and Gold: It’s Difficult to Be Bearish
• Should Investors Be Bullish on Bitcoin’s Latest Surge?
• Coinbase Institutional Weekly Market Commentary
• BlackRock IBIT SEC Filing
• Bitcoin Halving and Supply
• Lightning Labs Taproot Assets v0.8
• Bitcoin, ETFs and the Crypto Short Squeeze
• Major Rotation Hits the Bull Market
• The Biggest Tech Trend We’ve Ever Seen
• Scott Bessent Plants the Seeds for a Crack-Up
• US Treasury Fiscal Data
• Treasury Disrupts Iran’s Strait of Hormuz Financial Network
• Treasury Broadens Sanctions Against Iran
• Bessent Expands Iran Sanctions Against Chinese Firms
• Treasury Launches Operation Economic Outcast
• Bessent Warns Countries to Cut Financial Ties With Iran
• Treasury’s New Approach to Iranian Sanctions Evasion
• The Double-Edged Sword of Dollar Sanctions
• Coin Stories with Natalie Brunell