Bitcast

BTC Sessions
  • 0.0(0개의 평가)
  • 투자
  • 주 2회 업데이트

Bitcast — Full-length episodes of BTC Sessions’ live Bitcoin commentary show covering macro, regulation, geopolitics, and adoption as it happens. Every week the legacy financial system hands Bitcoin a stronger argument. These complete episodes deliver the unfiltered discussion: the data point that reframes everything, the regulation story the mainstream press buried, and the adoption signal hiding in plain sight. Join BTC Sessions, Nathan Fitzsimmons, Walker America, Joey Temprile, Brandon Gentile and the full Bitcast crew for the sharpest, no-BS takes on everything moving Bitcoin. Topics include: → Macro economics & monetary policy → Bitcoin regulation & legislation → Geopolitics & energy markets → Self-custody, security & the tools being built → Bitcoin adoption by institutions, states & individuals No hype. No agendas. Just real Bitcoiners cutting through the noise. Whether you’re a seasoned HODLer, building your first stack, or just waking up to Bitcoin — Bitcast is your weekly pulse check on markets, geopolitics, and the real Bitcoin revolution. 🔗 Resources: → BTC Mentor (1-on-1 Bitcoin education): https://btcmentor.io → Free Bitcoin Starter Guide: https://btcsessions.ca → Follow on X: https://x.com/BTCSessions #Bitcoin #BTCSessions #Bitcast #BitcoinNews #BitcoinCommentary #MacroBitcoin

에피소드

  1. 1일 전

    New Fed Chair Just Made A Huge Mistake — What Happens To Bitcoin Now?

    Fed Chair Kevin Warsh held rates steady this week and admitted out loud that the central bank cannot undo five years of above-target inflation in nine weeks — and the guys on Bitcast think that one throwaway line reveals everything wrong with the system. Bitcoin, meanwhile, is quietly sitting right on the 200-week moving average at roughly $63,500 — the same price it was in April 2021 — while everyone else piles into a single overcrowded AI trade. In this episode: • Kevin Warsh's first major Fed press conference draws mixed reviews: the hosts say he's "over his skis," lacks Powell's rapport with reporters, and his admission that inflation can't be undone only reinforces the case for hard money. • Steve Eisman (the real-world inspiration behind a character in The Big Short) says he is sitting entirely in cash because the 60/40 portfolio is now effectively one trade — over 50% of stocks and most new bond issuance are AI-related. • South Korea's stock market erased $2 trillion in market cap in just 40 days, prompting emergency stabilization measures from the country's finance minister. • Fauci invokes the Fifth Amendment roughly 111 times in front of a Senate committee; Rand Paul argues a presidential pardon strips him of that right under Brown v. Walker (1896), making the entire hearing theater. • The White House officially posts a "Truth in COVID" thread pointing to the lab-leak origin theory; Nathan's interview with Dr. Peter McCullough suggests the cover-up was driven by fear of violating 1970s bioweapons treaties. • Iran launched a surprise missile attack on U.S. forces; Trump threatened a strong military response while invasion odds on prediction markets sit around 24%. • BitChat — the Bluetooth mesh communication app requiring no internet or cell service — can now send itself phone-to-phone with no internet required, making it effectively unstoppable as a censorship-resistant tool. Watch the video version: https://youtu.be/GVhIZrR1yE4

  2. 1일 전

    ANOTHER Broken Promise From Saylor.

    Michael Saylor's company Strategy just bought back $25 million of its own STRC preferred shares — but the money came from selling $544 million worth of MSTR common stock, not from Bitcoin purchases. Saylor hasn't bought any Bitcoin in five weeks, and Parker Lewis pointed out that same cash could have bought roughly 8,300 Bitcoin instead. In this episode: • Strategy sells 5.4 million MSTR shares for $544 million to fund STRC buybacks, with Saylor stating repurchases may also be funded by BTC sales — his stated goal is to keep STRC trading near $100. • BIP 110 debate heats up ahead of an August 8th activation window, with the panel noting signaling hash rate remains in single digits and a minority chain split appears likely if nothing changes. • Fauci's private diary leaked by Rand Paul reveals that in January 2020, only 2 of 12 scientists consulted believed natural origin was likely — directly contradicting Fauci's public statements for years. • A former World Bank president tells CNBC the Federal Reserve has lost over a trillion dollars by borrowing from banks at 5.4% to buy government bonds, effectively hiding the true fiscal picture. • NYC mayoral candidate Zohran Mamdani promises city-run grocery stores priced 30% below retail — the panel compares the plan to Chavez-era Venezuelan price controls and the inevitable empty shelves that followed. • A traveler in Atlanta used GrapheneOS's duress PIN to wipe his device when asked to unlock it at the airport — the DOJ is now charging him with destroying evidence. • Ben announces a new tutorial channel launching in eight days, with day-one videos covering GrapheneOS setup, local AI with LM Studio, and sovereign computing with Umbrel. Watch the video version: https://youtu.be/I_qvrcaWyiA

  3. 5일 전

    This Collapse Just Proved The Bitcoin Bear Market Ended Months Ago

    BitMEX is shutting down after 11 years, and nobody can stop wondering who walks away with the $270 million sitting in its insurance fund. That same week, Poolin filed for Chapter 11 bankruptcy owing $163 million to its own wallet users — and nine institutions including BlackRock quietly pledged $15 million to a new Bitcoin Security Consortium. Two legacy pillars down, the suits moving in. In this episode: • BitMEX closing September 23rd after halting new signups, with speculation the shutdown is designed to unlock its $270 million insurance fund — and whether Arthur Hayes's 2022 guilty plea, $10 million fine, and Trump pardon factor into the timing • Poolin filing for Chapter 11 with roughly $163 million owed to wallet users whose withdrawals have been frozen since 2022, with one user in the live chat reporting his IOU tokens are now worthless • Strategy's Bitcoin Security Consortium — Anchorage, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity, Galaxy, and Strategy pledging $15 million over three years — and whether this is genuine development support or a PR pivot away from MSTR's declining Bitcoin yield and falling STRK price • India ordering GitHub to remove Jack Dorsey's Bitchat app within three hours, citing its anonymous mesh Bluetooth communication as a threat to law enforcement — and the internet mirroring the code on censorship-resistant platforms before the deadline • Nvidia's Jensen Huang, Elon Musk, and roughly 20 other firms signing an open letter opposing US government restrictions on open AI models, while Polymarket odds of a government ban on open-source AI in 2026 spike to 46% • Nick Carter's claim that the US government will use quantum computing to crack Satoshi's dormant coins and place them in a claimable trust — and the heated debate over whether quantum is a genuine threat or coordinated fear tactics • A new Clarity Act provision stating that lawfully self-custodied assets cannot be deemed abandoned or forfeitable solely for being dormant, and what that might mean for Satoshi's coins Watch the video version: https://youtu.be/a7XhBhpToH8

  4. 5일 전

    Smart Money Just Abandoned Bitcoin Treasuries — Saylor Could Be Next.

    Jack Malers is out at 21 Capital — and the hosts aren't buying the official story. Meanwhile, Satsuma shareholders just voted to liquidate their 600-odd bitcoin and delist from the London Stock Exchange, and Lynn Alden is launching Orange Juice right into this wreckage. The timing could not be more awkward. In this episode: • Jack Malers steps down as CEO of 21 Capital — the panel debates whether the board actually removed him, why the stock is down roughly 50%, and what a return to Strike-focused work might mean for him • Satsuma, with Mark Moss as chief Bitcoin strategist, votes to sell its bitcoin and exit the London Stock Exchange — raising questions about whether the pure-play treasury company model is broken • Lynn Alden's Orange Juice venture gets a deep look — Walker recorded with her that day; the model buys cash-flowing, AI-resistant small businesses and uses free cash flow to accumulate bitcoin rather than playing capital-markets games • The Clarity Act's latest draft bans elected officials and their spouses from issuing digital assets — a pointed reference given Trump and Melania's prior memecoin profits • S&P launches its first crypto index holding 18 tokens led by ETH, BNB, SOL, and Hyperliquid — with Bitcoin excluded entirely • Gross domestic income data shows wages are now just 43 percent of US GDI, near the lowest since 1929, and a Zero Hedge piece ties money printing directly to socialism's rise • Libbitcoin, Eric Voskuil's alternative node implementation, achieves a full initial block download with complete validation in 55 minutes using GPU-based batch signature verification Watch the video version: https://youtu.be/45dpOu_6dr8

  5. 5일 전

    Trump Just U-Turned on AI — Bitcoin Pumping IS The Signal Nobody Sees

    Bitcoin is sitting above $65,000, up over 5% on the week, while hedge funds are dumping tech stocks at a decade-record pace and leverage semiconductor ETFs have lost $63 billion from their June peak. The crew connects those dots to a broader rotation story — and the reason most people aren't seeing it is that they're staring at the wrong assets. In this episode: • Kimi K3, the open-source Chinese AI model, fixed security bugs that OpenAI's Codex and Anthropic's Claude refused to touch due to guardrails — drawing a quote-tweet from White House AI czar David Sacks calling out American models for being less competitive. • An OpenAI strategic futures executive argued that open-weight model dominance leads to "AI communism" and suggested the Trump administration manufacture regulatory fear — including fabricated Federal Reserve advisories — to push companies away from Chinese open-source models. • Axios reports the Trump administration is actively considering an executive order to ban Chinese open-source AI within the US, with Commerce weighing adding Chinese AI labs to the entity list. • Combined valuation of OpenAI and Anthropic stands near $1.817 trillion — the crew argues that figure explains why regulatory capture, not competition, is the real play for those companies. • Foundry sent an email asking its mining pool participants to vote on whether to signal BIP 110, with a default-no stance and a weighted hash-rate tally between July 6 and July 15 determining the pool's position. • Brains head of energy and mining Javier Hermos publicly declared personal opposition to BIP 110 following online exchanges with supporters, noting his view does not represent Brains' official position. • The UK's incoming government dropped Keir Starmer's digital ID scheme, with Bitcoin Policy UK's Freddy Nye crediting sustained public opposition — though the crew expects the policy to return. Watch the video version: https://youtu.be/B6uaBbE8cm8

  6. 5일 전

    Markets Are Going Crazy... Things Are About To Get Messy

    Bitcoin held green while the NASDAQ dropped 2%, gold shed billions in ETF outflows, and South Korea's stock market handed out margin calls to 1.2 million retail traders — that's 3.4% of the country's entire adult population. JP Morgan, the bank that spent a decade calling Bitcoin a fraud, is now suggesting this may be the bottom of the bear market. And China's new open-source AI model, Kimi K3, just jumped 17 places in the front-end coding rankings and is already available to use with Bitcoin payments through PPQ. In this episode: • Guy Swan joins as guest to break down the shift toward drone warfare, Anduril's Palmer Lucky, and why China's mandate that every civilian ship double as a military vessel mirrors a lesson the US learned in World War II and then forgot • Kimi K3 debuts as the top front-end coding model in six of seven categories, surpassing Claude's Fable 5, with full model weights dropping July 27th — Chimath's "barrel of intelligence" pricing breakdown explains why the economics are forcing a reckoning • Nvidia, AMD, Microsoft, Apple, Meta and others took heavy pre-market losses as semiconductor stocks absorbed the AI competition news, with Micron down 32% from its all-time high and $459 billion wiped in 14 trading days • Lynn Alden's new venture Orange Juice pitches cash-flow-positive businesses paired with a Bitcoin treasury as an alternative to Strategy's pure-play model — the crew debates whether there's a real competitive angle or whether the treasury company wave has already crested • Trump Media announces a paid subscription giving traders real-time access to presidential Truth Social posts, reportedly at $100,000 for access — compared to decades of quieter insider advantages enjoyed by DC insiders • A senior Federal Reserve adviser, John Harold Rogers, sentenced to 38 months after being convicted of passing sensitive Fed information to Chinese intelligence from 2010 to 2021 Watch the video version: https://youtu.be/lwbuUJ-Qooo

  7. 5일 전

    The ONLY Thing Stopping Bitcoin Price Just Got Killed — and Nobody Saw It Coming

    US inflation just posted its biggest monthly drop since May 2020, crashing expectations and sending Fed rate hike odds on Polymarket from the mid-30s down to 8%. At the same moment, South Korea's stock market surged so hard it triggered a circuit breaker on the way up — one week after hitting one on the way down. Bitcoin is moving in the right direction, and the hosts argue the only thing that was holding it back just got dismantled. In this episode: • CPI drops to 3.5% against expectations of 3.8%, with core CPI hitting 2.6%; Bank of England's Bailey tells investors not to count on UK rate hikes either, and Ed Devlin of Devlin Capital says a single Canadian rate hike still priced in for the year is a bad bet. • IBM dropped 25% in a single session while semiconductors now make up roughly 20% of the S&P 500, propping up indexes while everything else swings wildly — the Shiller PE ratio is approaching dot-com bubble all-time highs. • Francis Pouliot, CEO of Bull Bitcoin, explains his lawsuit against the French government over DAC 8 dragnet surveillance, calling it the only legal challenge to CARF anywhere on Earth — and warning the US IRS is wiring up an equivalent system by 2029. • Anthropic's Fable model got flagged and throttled when asked about resisting totalitarian surveillance, while a journalist's embedded report showed Boko Haram used AI to increase bomb payload capacity by telling the model the request was for research. • Japan's upper house committee approved a bill reclassifying Bitcoin as a financial instrument alongside stocks and bonds; a Taiwanese congressman declared a 100% chance Taiwan establishes a strategic Bitcoin reserve — the country currently holds 210 BTC seized in criminal cases. • Trump's war cabinet, including Vance, Rubio, Hegseth, and Ratcliffe, met to discuss a massive offensive on Iran; Ron Paul published a piece calling it the most unpopular war in US history with an astronomical cost the next generation will inherit. • BTC Sessions previews the upcoming launch of Sovereign Sessions, a sister channel covering private AI tools, self-hosted software, and freedom tech step by step. Watch the video version: https://youtu.be/so97HBPQsoI

  8. 5일 전

    Did Putin Just K*ll A U.S Senator? — Bitcoin Is Preparing For War

    A Duke professor just published a roadmap for profitably attacking Bitcoin using offshore derivatives markets — simultaneously mining enough hash power to take over the network while shorting Bitcoin to zero. The hosts aren't impressed, but they do take it seriously enough to dig into whether a nation-state or "nefarious geopolitical entity" could actually pull it off. In this episode: • Duke professor Campbell Harvey outlines a 51% attack strategy funded by short positions in Bitcoin's derivatives markets, claiming the cost is roughly 50 basis points of Bitcoin's market cap — "surprisingly affordable" in his words. • A former Meta engineer argues Bitcoin has two ticking time bombs: quantum computing vulnerabilities and a miner fee economy that never materialized as block rewards shrink, with 95% of Bitcoin already mined. • Lindsey Graham's death is discussed at length — the hosts examine the timeline around his visit to a Ukrainian drone facility, Russia's subsequent strike on that facility, and theories about who might benefit from his death. • Netanyahu's Fox News interview proposing a Pentagon-Israeli military merger draws sharp commentary, including his claim that Israeli intelligence is worth "five CIAs." • Japan's 30-year bond hitting a record high yield and South Korean stocks crashing nearly 10% in a single session are framed as symptoms of the broader fiat system unraveling. • Oil surging nearly 8-9% on the day following the Kharg Island strike, which the hosts say accounts for roughly 90% of Iran's crude exports, with someone making "generational insider trading wealth" off the volatility. • The mining fee debate and quantum FUD are dismissed as YouTube slop — the hosts point to the difficulty adjustment and growing node activity as evidence the network self-corrects. Watch the video version: https://youtu.be/8a3fpIPEJvQ

  • 8개의 에피소드

소개

Bitcast — Full-length episodes of BTC Sessions’ live Bitcoin commentary show covering macro, regulation, geopolitics, and adoption as it happens. Every week the legacy financial system hands Bitcoin a stronger argument. These complete episodes deliver the unfiltered discussion: the data point that reframes everything, the regulation story the mainstream press buried, and the adoption signal hiding in plain sight. Join BTC Sessions, Nathan Fitzsimmons, Walker America, Joey Temprile, Brandon Gentile and the full Bitcast crew for the sharpest, no-BS takes on everything moving Bitcoin. Topics include: → Macro economics & monetary policy → Bitcoin regulation & legislation → Geopolitics & energy markets → Self-custody, security & the tools being built → Bitcoin adoption by institutions, states & individuals No hype. No agendas. Just real Bitcoiners cutting through the noise. Whether you’re a seasoned HODLer, building your first stack, or just waking up to Bitcoin — Bitcast is your weekly pulse check on markets, geopolitics, and the real Bitcoin revolution. 🔗 Resources: → BTC Mentor (1-on-1 Bitcoin education): https://btcmentor.io → Free Bitcoin Starter Guide: https://btcsessions.ca → Follow on X: https://x.com/BTCSessions #Bitcoin #BTCSessions #Bitcast #BitcoinNews #BitcoinCommentary #MacroBitcoin

정보

  • 제작진
    BTC Sessions
  • 방송 연도
    2026년
  • 에피소드
    8
  • 등급
    무삭제판
  • 웹사이트 보기
    Bitcast