Bitcast

BTC Sessions
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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. 3d ago

    Ray Dalio Just Said Bessent Failed To Control Treasuries — Says Buy Bitcoin

    Bitcoin ripped 30% in four days, blew past $79,000, and wiped out $2.4 billion in short positions — and then Ray Dalio published a piece telling the world to buy gold and "a bit of Bitcoin." The hosts dig into why Dalio is finally moving past his old objection that governments would crush it, and what the collapsing 30-year treasury yield tells us about where the dollar is actually headed. In this episode: • Bitcoin surged roughly 30% in four days, liquidating $2.4 billion in shorts, with prediction markets moving odds of Bitcoin above $90K by year-end from 12% to 48%. • Ray Dalio's new article, "How Countries Go Broke," recommends underweighting bonds and allocating 10–15% to a gold-and-Bitcoin bucket, citing debt devaluation risk across the U.S., UK, EU, China, and Japan. • The 30-year Treasury yield hit 5.34%, the highest since 2007. The Treasury doubled long-term bond buybacks to at least $4 billion, briefly pulling yields from 5.28% to 5.18% — relief that evaporated within 48 hours. • Foreign holdings of U.S. Treasuries dropped $190 billion over four months to $9.3 trillion; Japan trimmed $26 billion and China cut to its lowest level since September 2008. • MicroStrategy's MNAV hit 1.0 during the rally, raising questions about how Saylor funds further Bitcoin purchases; a caller at a Strategy investor Q&A described losing roughly $53,000 on MSTR shares bought for his children and received little comfort in response. • Guest Aladdin, CEO of Based Trading Cards (formerly Bitcoin Trading Cards), discusses a forthcoming book on trading card history as a Trojan horse for macroeconomics education, and a comic series called 21 Dimensions. • Jim Cramer called selling all his Bitcoin on August 3rd; price is up roughly 26% since that call. Watch the video version: https://youtu.be/u9E6wbDeAGk

  2. 4d ago

    BREAKING: Largest Bitcoin Squeeze Ever — Bessent Can’t Hold Back The Tide Any Longer

    Bitcoin just hit $70,000 and torched $1.2 billion in shorts in a single hour — and the hosts and guest Joe Consorti break down exactly why the U.S. Treasury's move to double its bond buybacks lit the fuse. This is the macro backdrop bitcoiners have been waiting for, and it showed up on a random summer Tuesday. In this episode: • Joe Consorti explains the Treasury's decision to double long-bond buybacks from $2 billion to at least $4 billion per operation, running through November, and why he calls Scott Bessent "Janet Yellen in a skin suit" • The 10-year yield dropped sharply on the news, making risk assets more attractive and sending gold up a trillion dollars in 12 hours while silver jumped 4% • Bitcoin broke above its 200-day moving average for the first time in over a year, producing what the hosts describe as the largest daily candle in more than a year — Joe says two weeks above 69,600 would confirm a bull market by historical hit rate • Japan sold $26 billion in U.S. Treasuries while simultaneously buying back its own bonds, with the government now owning roughly 39% of the Nikkei and 52% of all Japanese government bonds • BlackRock's report showing a 1-2% Bitcoin allocation raises a traditional 60/40 portfolio's Sharpe ratio, and Citibank announcing live Bitcoin custody services later this year • The SEC proposes crypto fundraising exemptions allowing projects to raise up to $75 million annually without full securities registration, moving via rulemaking after the Clarity Act stalled • A data breach at Heatbit home miners traced to the same third-party shipping company involved in the earlier Trezor leak, exposing customer names, emails, and addresses Watch the video version: https://youtu.be/64xR6kcG1Rs

  3. 6d ago

    DO NOT TRUST THE INSTITUTIONS — Saylor and CZ Just Exposed Themselves

    Binance handed Russian authorities the full transaction history, passport, address, and phone number of a customer who donated just $700 in Bitcoin to the Ukrainian military. That customer now faces terrorism financing charges. If you think that only happens in authoritarian countries, Canada already froze trucker convoy donors' accounts and shared that list with foreign governments. In this episode: • Michael Saylor now says Bitcoin is capital, not money, and argues Bitcoin-backed stablecoins should be the medium of exchange — the hosts dissect whether this is a genuine strategic pivot or a survival move to keep MicroStrategy's business model alive. • MicroStrategy's Bitcoin-per-share metric continues declining, MSCI is reportedly preparing to boot the company from its index, and the hosts predict Saylor will face calls to resign before year-end. • Binance shared a customer's passport, transaction history, address, and phone number with Russian authorities over a $700 crypto donation to Ukraine — a detailed breakdown of why KYC exchanges are a liability and how tools like BTCPay Server, Wasabi Wallet, silent payments, and Lightning can protect donors. • Safe Pal disclosed a data breach exposing name, email, shipping address, and phone number for roughly 39,000 customers who ordered between March 2025 and April 2026. • BitBox released a firmware security update patching a severe vulnerability that could have allowed an attacker to install malicious firmware and steal funds. • Japan's 2-year bond yields hit a 31-year high, the US 30-year Treasury yield hit 5.29 percent, the highest since June 2007, and the Buffett indicator sits at 219 percent — the group breaks down what forced buying of short-term paper, stablecoin legislation, and the Japan carry trade mean for Bitcoin. • BitKey hardware wallet gets a reassessment: the hosts weigh its ease of use against the lack of a full wallet descriptor export, and debate how much of a stack belongs in a custodial-adjacent setup. The full video version is streaming now on the BTC Sessions YouTube channel. Watch the video version: https://youtu.be/j5mnqcfuue0

  4. Aug 15

    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

  5. Aug 13

    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

  6. Aug 11

    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

  7. 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

  8. 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

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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

Information

  • Creator
    BTC Sessions
  • Years Active
    2026
  • Episodes
    19
  • Rating
    Explicit
  • Show Website
    Bitcast