This week’s episode dives into the evolving narrative of Bitcoin as a strategic reserve asset among nation-states, focusing on the spotlight on Venezuela’s rumored 600,000 BTC shadow reserve. We explore the implications of geopolitical upheaval, institutional accumulation, and the emerging supercycle thesis. The conversation further dissects technical progress with highlights from Bitcoin Optech and recent wallet innovations, while unpacking the tension between pragmatic governance and ideological purity. Finally, we weave in adoption trends, privacy challenges, and the macroeconomic backdrop shaping Bitcoin’s trajectory in 2026. Featuring content from .