This Week in Bitcoin

This Week in Bitcoin

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This Week in Bitcoin episodes

  • 87: The Curve Ball

    The story keeps changing. The macro is adjusting. A curveball no one saw coming might complicate things for Bitcoin.

    Episode Links

    • 🇺🇸 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
    • Show Notes:

      • BITCOIN BREAKS THE 4 YEAR CYCLE AFTER 14 YEARS
      • Stats from Jameson Lopp (@lopp)
      • BTC Map on X said: "Square was a big contributor, but we've seen growth across the board."
      • Venezuela 600,000 BTC Shadow Reserve Claim Explained
      • Venezuela will ship sanctioned oil to U.S. indefinitely, sources say
      • Trump's Maduro Move: Geopolitics Has Returned to Energy Markets | The Daily Economy
      • Bitcoin Core v30 bug risks fund loss during legacy wallet upgrades — TradingView News
      • Ledger Users Hit by Phishing Scam After Global-e Data Breach Exposes Order Information - Cointribune
      • The US Marshals appear to have sold bitcoin received from the Samourai developers as part of their plea deal, despite Executive Order 14233 requiring forfeited bitcoin to be held in the U.S. Strategic Bitcoin Reserve.
      • Strategy Pares Gains On New MSCI Rule
      • "BESSENT: "QE led to a two-tier economy, where either you were an asset holder or you were left behind.
      • Morgan Stanley files for bitcoin, solana ETFs in digital assets push | Reuters
      • 'Shocker': Morgan Stanley's Bitcoin and Solana ETF filings signal deep institutional commitment to crypto | The Block
      • 60 Minutes on X: ""If you could capture it all it would power about two-thirds of Europe's electricity.
      • Music

        • Tokyo Citadel Remix (Single) By: Reel Richard
        • 1 hr 1 min
        • 86: The Perfect FUD

          Bitcoin sentiment has turned ugly, and the excuses are getting creative. We expose the perfect FUD driving quantum panic, cycle mythology, and weak macro narratives at precisely the wrong moment.

          Episode Links:

          • 🇺🇸 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
          • Show Notes:

            • Manipulation? Bitcoin Drops $2,000 in 35 Minutes, $132M Longs Liquidated
            • BREAKING: Bitcoin dumped $3,200 from $89.8k to $86.6k and liquidated $203 million worth of longs. All this happened in last 60 minutes with no major negative news or FUD.
            • $200 million worth of levered longs were liquidated with Bitcoin now down to $86,000. That’s a $140 BILLION swing()
            • Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical) - YouTube
            • Luke bailed
            • Longtime bull makes 'ugly' prediction for gold rival
            • This is the first time he’s openly admitted selling BTC to buy back lower — framing it through the classic 4-year cycle and a broader 2026 market reset.
            • Bitcoin is humbling bc it doesn’t care about your patterns
            • You're selling BTC in favor of other technological platforms equally, if not more so, affected by powerful quantum computers.
            • Lawrence Lepard: "Anybody who has zero Bitcoin is really missing the most asymmetric bet that I have ever seen."
            • Glassnode data shows whales accumulated 269,822 BTC
            • Fidelity reports that Bitcoin's 4 year cycle may be over 👀 Investors "believe we could be entering a supercycle
            • WHY assume whoever builds a quantum computer that can crack old wallets would be SELF DESTRUCTIVE???
            • Bitcoin RSI flashes MAJOR reversal signal
            • If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you.
            • Why private credit is creating major concerns among economists - YouTube
            • Will 1 Bitcoin Be Generational Wealth? Whales Selling, Legacy Planning & Price Drivers - YouTube
            • Music

              • Kentucky Sore by Justin Lantrip
              • 1 hr 15 min
              • 85: Cycle Breakers

                The Fed cuts rates again and quietly pivots to baby-QE. How this shift could finally blow up Bitcoin’s four-year cycle.

                Episode Links

                • 🇺🇸 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
                • Show Notes

                  • Dow gains almost 500 points, S&P 500 ends shy of record high after Fed’s final rate cut of 2025 bolsters case for early start to ‘Santa Claus rally’
                  • Here are the five big takeaways from Wednesday's Fed rate decision
                  • Fed interest rate decision December 2025:
                  • BIP The Cat - Draft discussion - Protocol Design - Delving Bitcoin
                  • The-Cat: Draft BIP: Non-monetary UTXO cleanup (“The Cat”) and related materials.
                  • Stablecoin Adoption Could Stifle Central Bank Control, IMF Warns - Decrypt
                  • Acting CFTC chairman Caroline Pham on new crypto collateral pilot program - YouTube
                  • I Wasted 8 Years of My Life in Crypto
                  • The $100 TRILLION Problem No One is Connecting To BITCOIN - YouTube
                  • Music

                    • Apex By: Empath Eyes
                    • 1 hr 21 min
                    • 84: Carry Trade Crack

                      Something broke in the background this week as a decades-old trade finally cracked, and Bitcoin caught the first ripple. The real story isn’t the dip; it’s what this unwind sets in motion next.

                      Episode Links

                      • 🇺🇸 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
                      • Show Notes

                        • Yen Carry Trade Unwind Triggers Major Market Ripples | wolff responds - YouTube
                        • The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski - YouTube
                        • Japan announces $135 billion stimulus to boost economy and support consumers
                        • Japan Economy News Today, December 3, 2025: Services PMI Strengthens as Bond Yields Hit 17‑Year High and BOJ Eyes Rate Hike
                        • Charles Schwab CEO says feel confident bitcoin and ethereum will be the two cryptocurrencies it can offer to market in first half of 2026 | MarketScreener
                        • Vanguard finally dips a toe into crypto waters
                        • Vanguard Will Now Allow Crypto ETFs on Its Platform
                        • Bank of America recommends adding up to 4% of ‘gold rival’
                        • Bank Of America Opens Up All Client Portfolios To Crypto Investments
                        • Bank of America Backs 4% Crypto Allocation
                        • Larry eats Crow: BlackRock CEO Larry Fink admits he was wrong about crypto.
                        • US FED Injects $13.5B in Liquidity Overnight as QT Ends
                        • Chairman Hill, Oversight Chair Meuser Issue Final Staff Report on Biden’s Debanking of Digital Assets | U.S. House Committee on Financial Services
                        • Crypto Targeted: House Confirms Operation Choke Point 2.0
                        • Gilfoyle cryptocurrency powerpoint - Silicon Valley S5 - YouTube
                        • Music

                          • scoot By: Kathryn
                          • 1 hr 8 min
                          • 83: Knives Out Moment

                            A sharp move, a coordinated hit, and analysts suddenly warning of quantum risk, all in one week. But the real story isn’t the price; it’s the motives revealed. And the macro signs point to a moment that matters.

                            Episode Links

                            • 🇺🇸 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
                            • Show Notes

                              • The Dumbest Trade of 2025
                              • Adrian on X: "THE TIMELINE OF THE $MSTR HIT JOB
                              • Bitcoin risks decline to $77.4K as Wall Street is ‘trying to kill MSTR’
                              • MSCI Review Puts Digital Asset Treasury Companies Under Pressure
                              • JPMogran Prospectus Filed
                              • THE REAL POVERTY LINE: Strategist argues it’s a six-figure number - YouTube
                              • Part 1: My Life Is a Lie - by Michael W. Green
                              • Ethereum has much bigger problems with quantum than Bitcoin.
                              • Bitcoin Rally To $112K Depends On Four Catalysts
                              • Bitcoin Price Roars Past $90,000 On Strong Wall Street News
                              • US Congressman Proposes Bitcoin Tax Payments and Strategic Reserve - COINOTAG
                              • Bitcoin miner Hive opens door to $300 million stock sales after record quarter | The Block
                              • S&P downgrades Tether’s USDT stability rating on Bitcoin exposure By Investing.com
                              • Texas buys $5mn BTC ETF, pushes for Bitcoin reserve plan - CoinJournal
                              • JPMorgan Offers Capped Upside Notes Tied to Bitcoin ETF Performance
                              • Strategy Launches ‘BTC Rating,’ Claims Debt Is Safe During Bitcoin Slump
                              • Music

                                • Epiphany Rising By: Justin Lantrip
                                • 1 hr 33 min
                                • 82: The Missing Variable

                                  Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.

                                  Episode Links

                                  • 🇺🇸 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
                                  • Show Notes

                                    • Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle?
                                    • ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News
                                    • Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle
                                    • Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap
                                    • Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube
                                    • The Czech National Bank has purchased digital assets for the first time in its history. 🌐
                                    • Mike Kelly on X OFAC Fears
                                    • Trump promises $2,000 tariff checks by mid-2026
                                    • Music

                                      • Auto Inter Woven Minds By: Longy
                                      • 1 hr 14 min
                                      • 81: The Inequality Pump

                                        Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning.

                                        Episode Links

                                        • 🇺🇸 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
                                        • Show Notes

                                          • Why Bitcoin’s Sideways Trend Could End With a Surge to $180K
                                          • Samourai Wallet Dev Sentenced to 5 Years in Prison
                                          • Samourai Wallet CEO Sentenced To 5 Years For Bitcoin Mixing
                                          • The Rage on X: The judge did not seem particularly sympathetic
                                          • Doing some mempool sleuthing on Lava
                                          • Bitcoin lending app Lava quietly shifted its custody model. Users are demanding answers
                                          • BIP draft: Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips
                                          • ADP tracker now shows economy may have lost jobs in October - YouTube
                                          • New signs of economy struggle with chain and fast-food restaurants - YouTube
                                          • China accuses US of $13 billion Bitcoin heist in explosive cyber theft report | Invezz
                                          • A record ~14% of student loans transitioned into 90+ days delinquency in Q3 2025
                                          • Music

                                            • KNEW ALL ALONG - Suzanne Santo
                                            • 59 min
                                            • 80: Shutdown Shock

                                              The U.S. shutdown has sidelined a trillion dollars, starving markets and Bitcoin alike. Whales are having their IPO moment, treasury stacks are shrinking, and now BIP-444 drops a fresh dose of chaos into the mix.

                                              Episode Links

                                              • 🇺🇸 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
                                              • Show Notes

                                                • Tomas on X: "OK, lots of bad takes on X over the past few days.
                                                • How Bitcoin Liquidity Has Been Affected by the Government Shutdown - Decrypt
                                                • Bitcoin’s Silent IPO: Why This Consolidation Isn’t What You Think
                                                • The Truth About Why Bitcoin Isn’t Exploding (Yet) - YouTube
                                                • Ted on X: "This isn’t a good sign. 🚨 That’s the second Treasury company I’ve seen selling
                                                • Cory 🦢 Bitcoin @ Swan.com on X: Was too leveraged, at nearly 50%. In the initial raise, there was supposed to be significantly more in the PIPE, but at close it was $195M of equity, $189M of debt. Much more flexibility at lower leverage, eg for buybacks."
                                                • Could the AI bubble pop? - YouTube
                                                • BIP-444 Explained: The Bitcoin Soft Fork Proposal Dividing Developers and the Community
                                                • Reduced Data Temporary Softfork by dathonohm · Pull Request #2017 · bitcoin/bips
                                                • The BIP 444 proposal is incredibly bad
                                                • Luke Dashjr on X: if someone mines CSAM, BIP 444 will activate to reject that block. The only way technically to then reject BIP 444 is to add a checkpoint pinning the CSAM in the chain"
                                                • My Video on BIP-444: Ok, WTF Is going on with BIP-444? I
                                                • Music

                                                  • Kick It - By: Caroline Hale
                                                  • 1 hr 14 min
                                                  • 79: Collateral Damage

                                                    The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.

                                                    Episode Links

                                                    • 🇺🇸 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
                                                    • Show Notes

                                                      • Fed cuts rates for the second time this year, will end balance sheet run-off in December
                                                      • Government shutdown now 2nd longest in U.S. history
                                                      • Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025
                                                      • Strike Line of Credit in the Works - YouTube
                                                      • Lava is introducing the world’s first bitcoin-backed line of credit.
                                                      • Lava | Waitlist
                                                      • Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X
                                                      • JPMorgan To Accept Bitcoin As Collateral By Year-End
                                                      • Chain Code Delegation: Improving privacy in collaborative multisig
                                                      • S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration”
                                                      • Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings
                                                      • CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin
                                                      • Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center
                                                      • Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube
                                                      • Music

                                                        • The End Of The World BY: Filoxera
                                                        • 1 hr 24 min
                                                        • 78: The Great Rotation

                                                          The Binance era fades, the ETFs rise, and Bitcoin quietly migrates into the core of the financial system. The rotation has begun.

                                                          Episode Links

                                                          • 🇺🇸 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
                                                          • Show Notes

                                                            • Bitcoin Wealth Flows to Wall Street as Whales Adopt ETFs - Bloomberg
                                                            • The Massive Binance Rugpull. - YouTube
                                                            • U.S. and Australia sign critical minerals agreement
                                                            • Rare Earth Stocks: Analyst Names Next Trump Stakes; U.S.-Australia Deal Struck | Investor's Business Daily
                                                            • Rare earths: China responds to U.S.-Australia critical minerals deal
                                                            • Subprime lender PrimaLend Capital Partners files for bankruptcy protection
                                                            • Exergy | Heat That Pays
                                                            • How to set up a Bitcoin Node
                                                            • Bull Bitcoin Wallet
                                                            • The open-source BULL Wallet is finally available on iOS and Android worldwide.
                                                            • The BULL BITCOIN Origin Story
                                                            • Update on the Alby attack
                                                            • PayPal's crypto partner mints 300 trillion stablecoins in 'technical error'
                                                            • Opening remarks by Governor Waller at the Payments Innovation Conference - Federal Reserve Board
                                                            • Crypto Goes Mainstream: Fed Governor Admits Bitcoin is Now Part of the Financial Fabric
                                                            • The End of Fiat: Bitcoin’s Time Has Come - YouTube
                                                            • Music

                                                              • Lowkey By: Ollie
                                                              • 54 min

                                                              About This Week in Bitcoin

                                                              From the publisher's feed

                                                              Bitcoin, macro, markets, and the stories behind the headlines. This Week in Bitcoin breaks down what happened, why it matters, and what it means for Bitcoiners. New episodes every week.

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