Bitcast

BTC Sessions

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

  1. 1d ago

    The Hacks and Crashouts Continue — BTC Bottom Signs NEVER Been Stronger

    Trezor's shipping partner just leaked the names, home addresses, and phone numbers of nearly 14,000 customers — the same week France's tax authority had 678,000 records exposed, including dozens of people earning over a million euros a year. With wrench attacks already a documented threat in France, the timing couldn't be worse, and the crew spends a long stretch debating whether all this chaos is actually the capitulation signal that precedes a major move up. In this episode: • Trezor data breach: a third-party shipping provider exposed full personal details on roughly 11,742 customers across the US, UK, and several other countries within a 90-day order window ending August 8, 2026 • French tax authority hack leaking 678,000 records, including 26,000 people earning over 100,000 euros annually, raising physical security fears as Francis Pouliot and Bull Bitcoin sue the French government over DAC-8 surveillance rules • A Bitcoin red team audit finds lightning "particularly exposed" and flags critical vulnerabilities across mining firmware from Bitmain, Lux OS, and Brains OS — with 41 findings filed so far • Wasabi Wallet high-severity OS command injection bug that sat undetected for two years, introduced by an anonymous developer who later scrubbed their Git history, patched only in March 2025 • BIP 110 postmortem: the hosts push back on comparisons to COVID-era exclusion, noting even the strongest signal — node runners — barely hit 25%, and explain why miners cannot unilaterally raise the supply cap • MSCI proposes removing Strategy, Metaplanet, and Yellow Cake from its global indexes over capital-raising-to-accumulate-assets concerns, potentially triggering billions in passive outflows • Michael Saylor's "digital asset monetary spectrum" framework placing Bitcoin as capital, STRC as credit, and a Solana-based token as money draws sharp criticism from the panel • Ireland moves toward mandatory identity verification for self-custody wallet withdrawals at the exchange level, with the hosts arguing it will push more users toward peer-to-peer and non-KYC options Watch the video version: https://youtu.be/ylONF6i1cw8

  2. 3d ago

    The Fed Is About To Do The Unthinkable (Extremely Bullish For Bitcoin)

    The Fed is quietly setting up to cut rates while GDP is ripping at 5.8% and credit card delinquencies hit nearly 13%. Larry Lepard called out Fed Chair Kevin Warsh directly, renaming him "Head Monetary Gaslighter" after Warsh cited AI efficiency gains as cover to ease policy. With US debt on track to double to $80 trillion inside a decade, the hosts and guest Adam O'Brien of Bitcoin Well make the case that printing is the only exit — and Bitcoin is the only exit from the printing. In this episode: • Larry Lepard fires back at Kevin Warsh over CPI framing, pointing to fuel up 39% and gas up 24.5% year-over-year while the Fed talks about 2-3% inflation • Strategy CEO calls the firm "the central bank of Bitcoin," holding roughly 840,000 BTC, while Michael Saylor promotes STRC as a bridge between Bitcoin and stablecoins on Solana • Anthropic signs a $9.1 billion deal with Riot Platforms for AI compute capacity, continuing a wave of Bitcoin miners pivoting to AI alongside a $19 billion Terawulf lease with Anthropic • BIP 110 activation attempt stalls over the weekend with only mid-to-high 20% node support, no exchange backing, and Ocean pool forced to revert its default signaling • Luke Dashjr frames the continued Bitcoin chain as a forked altcoin he calls B-Petto, drawing sharp disagreement from the hosts and praise for Bitcoiners like Canute who chose to stay in consensus • Bitcoin Well announces expanded light account limits in Canada, allowing purchases up to $5,000 per day with only a phone number and email • Ross Ulbricht's wife is pregnant with their first child Watch the video version: https://youtu.be/PtUgjTb-1no

  3. 5d ago

    Bitcoin Hard Fork CONFIRMED — What Happens Next?

    BIP 110 stalled over the weekend without majority support from nodes, hash rate, businesses, or wallet software — and now Luke Dashjr is stepping away from Ocean Mining to focus on a proof-of-work hard fork that the hosts flatly call a new shitcoin. Meanwhile, over a million code repositories may be sitting on a vulnerable cryptography package, and the white-hat researchers trying to fix it are getting blocked by American AI tools. In this episode: • BIP 110 post-mortem: why the activation failed across every measured facet of the ecosystem — nodes, hash rate, exchanges, and wallet software — and what Simon Dixon's "Bitcoin worked as designed" take gets right • Ocean Mining controversy: the 18-hour window where some miners may have unknowingly had hash directed to the BIP 110 chain, and how Ocean responded with a 0.3 BTC rebate to affected miners • Luke Dashjr and Ocean's CTO both announce sabbaticals to pursue a proof-of-work hard fork — the hosts compare it directly to Bitcoin Cash and BSV • Rob Hamilton and Red Team blocked by OpenAI's Cyber Trust program mid-investigation despite prior approval, forcing a pivot to open-source Chinese models to continue responsible disclosure work • CryptoJS vulnerability: a dependency used across 19 million weekly downloads and over a million repositories flagged for insufficient entropy in cryptographic key generation • Strategy sells 1,690 Bitcoin while selling MSTR stock to prop up STRC; Marathon (Mara) sold 23,000 Bitcoin worth 1.6 billion in the first half of 2026 • BlackRock lowers its in-kind Bitcoin minimum for iBit from 25 million to 1 million dollars, which the hosts flag as suspiciously timed against the self-custody crisis • Luke Childs of Umbrel proposes a time-locked, two-device custody model called Anzin combining a phone, hardware wallet, and pre-signed monthly spending limits Watch the video version: https://youtu.be/jDUgWb12oKg

  4. Aug 8

    ⚠️ Own Bitcoin? Do This Before Tomorrow [BIP-110 + MORE HACKS]

    BTC Pay Server is being actively exploited right now, and if you're running a lightning node through LND, a simple update won't cut it — you need to destroy and recreate your macaroons, or just shut the whole thing down until you can do it properly. This episode digs into a week where Cold Card was just the first domino, and the hacks keep coming for the most hardcore corner of Bitcoin infrastructure. In this episode: • BIP 110 mandatory signaling lands tomorrow with only about 2.6% miner support — far short of the 55% threshold, and even prominent supporter Bob Burnett says getting the BIP 110 chain to dominance is "roughly equivalent to flying a 747 through a basketball hoop" • Jason Hughes analyzed 131,000 nodes and found 71% of detected BIP 110 signaling nodes were duplicates, putting genuine signaling nodes at under 6% of non-duplicated total • Start9 closed 230 of their own Lightning channels ahead of the activation window and outlined four possible chain-split scenarios, including replay attack risks if no hard fork replay protection is added • BTC Pay Server has a critical vulnerability actively being exploited — update to version 2.4.2 immediately, or shut your server down; Evan Kaloudis of Zeus warns upgrading alone isn't enough without regenerating root keys • LND nodes also need updates, and Silent Link had to pull their payment processor entirely due to these cascading vulnerabilities • A 24-person security research team has now scanned 425 Bitcoin projects and found over 1,000 high and critical findings — Cold Card appears to have been the breach that brought sharks into the water • Michael Saylor claims he used ChatGPT to design preferred stock instruments STRK, STRF, and STRD, raising roughly $15 billion for Strategy's Bitcoin purchases • U.S. economy unexpectedly shed 23,000 jobs in July against expectations of adding 85,000; the Crypto Clarity Act is now pushed to September Watch the video version: https://youtu.be/vWRf6-odWa0

  5. Aug 6

    5,000 NEW BTC HACKS + HEDGE FUNDS HIT — The Contagion Is Spreading

    A white-hat group called Bitcoin Red Team filed nearly 5,000 security findings across 390 projects in just 30 hours — including 85 critical and 635 high-severity vulnerabilities — and that's before the conversation turns to whether Coinkite's CTO and the pseudonymous developer who introduced the entropy bug might be the same person. Meanwhile, BIP 110 is days away from its signaling window, and the hosts are warning listeners about replay protection before anyone touches coins on a potential fork chain. In this episode: • Bitcoin Red Team, now 16 researchers funded by OpenSats, spent roughly $40,000 on AI-powered security analysis to uncover the 4,962 findings, averaging 166 security issues per hour across Bitcoin-related projects. • The hosts dissect evidence linking Coinkite CTO Peter Gray to the pseudonymous developer who committed the flawed RNG code, including a job posting from July 8th for a firmware engineer — which one host argues may have forced whoever knew about the bug to act immediately. • NVK deleting old tweets about the Block Clock's network behavior, and the Block Clock's API calls being plain text rather than encrypted, are both examined; a source confirms it is not spyware but the deletions draw sharp criticism. • Boltz swap service went offline under AI-driven attacks, taking down Lightning functionality for Aqua, Bull Bitcoin, Blockstream Green, and others; Zeus wallet also announced a cybersecurity incident within the same recording session. • AI-powered voice phishing attacks hit major Wall Street hedge funds including Two Sigma, Citadel, and Point72, underscoring that the attack wave is not limited to Bitcoin infrastructure. • BIP 110 sits at roughly 2.5% miner signaling with a 55% threshold and days left; the hosts break down why without exchange support, wallet readiness, or broad ecosystem consensus, activation looks unlikely — and explain replay protection in plain terms for anyone holding coins through a potential fork. • South Korean Coinkite users who followed dice-roll seed generation practices appear to have been largely unaffected, offered as a concrete example of why that step matters. Watch the video version: https://youtu.be/xDnlNAz8pEk

  6. Aug 4

    MORE BITCOIN HACKS ARE COMING — Take Every Precaution Now

    The ColdCard exploit has now drained a confirmed minimum of 1,360 Bitcoin — and attackers are no longer stopping at weak seed phrases. They're actively brute-forcing low-entropy passphrases on top of compromised seeds, and the carnage is still unfolding in real time. Meanwhile, a second major project, Bolts, has quietly shut down its swap services with no return date after AI-assisted attackers outpaced their small team's ability to patch vulnerabilities. In this episode: • ColdCard losses tracked at over 1,360 Bitcoin confirmed minimum, with reports of MK3, MK4, MK5, and Q devices affected — including one MK3 with a two-word passphrase that was brute-forced • An analysis by Dusty Damon reveals a commit introducing the entropy bug had a five-character message ("runs.") describing 1,534 lines of changed code — a ratio of 0.003 versus a healthy benchmark of around 16 • Bolts, the backend powering lightning swaps in wallets like Aqua and Bull Bitcoin, has suspended swap services after AI-assisted attackers iterated faster than their team could patch, impacting lightning functionality in those wallets • Rob Hamilton of Anchorwatch has personally spent over $10,000 scanning 100-plus Bitcoin ecosystem repositories using Kimi K3, finding multiple serious vulnerabilities and disclosing them responsibly • Wizard Sardine's Perveen launched an out-of-band SlipStream tool at outofband.wizardsardine.com allowing multisig and Miniscript wallet users to submit transactions directly to Marathon miners without broadcasting publicly • A Bitcoin Policy Institute video illustrated the exploit's scale: the bug reduced seed entropy from a search space equivalent to two billion Milky Way-sized galaxies down to the size of a large virus • Jim Kramer announced he is selling his Bitcoin over quantum computing fears after IBM's CEO warned him to be paranoid within three to four years — immediately declared a bear market bottom signal by the hosts Watch the video version: https://youtu.be/i4Ei0hM-WOg

  7. Aug 1

    EMERGENCY: Live COLDCARD Exposed Bug Support w/ Bitcoin Mentor

    A critical vulnerability in Coldcard hardware wallets has left Bitcoin holders scrambling to move funds, with roughly 1,000 BTC already seen moving on-chain. The bug traces back to a firmware change around 2021 that caused the device to fall back to a software pseudo-random number generator instead of true hardware randomness — meaning private keys generated since then have far fewer possible combinations than anyone realized. MK3 devices are the most exposed, but MK4, MK5, and the Q are also affected. In this episode: • BTC Sessions and Nathan from BTC Mentor run a live help desk, walking viewers through exactly which Coldcard models are vulnerable and why — MK3 seeds had roughly 40 bits of entropy, MK4/MK5/Q around 72 bits, all dangerously low • Patch firmware version 5.6.0 for MK4/MK5 and 1.5.0 for the Q was released, but updating firmware alone does nothing — any seed generated before the fix must be migrated to a newly generated one • Dice rolls (100 minimum) and a strong passphrase may have bought time but are not guaranteed safe — the hosts recommend treating all Coldcard-generated seeds as compromised and migrating regardless • Recommended destinations for funds: Blockstream Jade, Trezor Safe 3/5/7 with Bitcoin-only firmware, Foundation Passport Core, Seedsigner, or even a passphrase-protected Sparrow hot wallet as a temporary measure • Multi-sig setups are only at risk if the number of Coldcard keys meets or exceeds the signing threshold — a single compromised key in a two-of-three with non-Coldcard devices is manageable but should still be replaced • Bitkey investigators identified an attacker using a paid blockchain analytics account, and authorities have been notified — hosts urge affected users to preserve their key records in case funds are ever recovered • BTC Sessions announces he is terminating his Coldcard sponsorship, citing lost trust and frustration with Coinkite's broader conduct toward other wallet developers over the years The full debrief and unfiltered takes drop on the video version of Bitcast — find it on the BTC Sessions YouTube channel. Watch the video version: https://youtu.be/_ld5oX1LKas

  8. Aug 1

    The Worst Thing Just Happened To Bitcoin — What COLDCARD Attack Means For The Future

    A serious vulnerability in Cold Card hardware wallets has exposed Bitcoin funds across all current product lines — MK3, MK4, MK5, and the Q. Over 38 million dollars worth of Bitcoin had already been swept at the time of recording, with the number climbing, and the hosts make clear this is not a drill: if you generated a seed on a Cold Card, treat those keys as compromised and move your funds now. In this episode: • The bug stems from a flawed random number generator in Cold Card firmware — one line of code, undetected for five years, that reduced the entropy used when generating seeds, making wallets brute-forcible with roughly $10,000 worth of compute • MK3 wallets are the highest priority, with only 40 bits of entropy; MK4, MK5 and Q wallets have around 72 bits — still brute-forcible and actively being targeted • Recommended migration paths include: updating firmware and generating a fresh wallet, adding a strong six-word passphrase, moving to a hot wallet in Sparrow temporarily, or using another hardware wallet such as Trezor Safe 3/5/7, Blockstream Jade, Passport, Seed Signer, or Bitkey • If you used 99 or more dice rolls during setup and added a passphrase, you are likely not at risk — but the hosts suggest migrating anyway out of caution • NVK's public statement is read and discussed, including his warning that AI-assisted code review can now find latent bugs faster than seasoned human reviewers • The attacker appears to have used bots to sweep high-value wallets first, skipping addresses below a threshold — and may have been identified through a paid service account they used during the attack • The hosts reflect personally on years of recommending Cold Card to clients, friends and family, and discuss what this means for the future of self-custody, multi-vendor multisig, and user-generated entropy as a baseline requirement Watch the video version: https://youtu.be/rrIQpRNhXiA

About

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