About this episode
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"
