95: Follow the Incentives
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95: Follow the Incentives

1:29:33 Mar 11, 2026
About this episode
AI job loss fear is everywhere, and the latest Bitcoin FUD is coming from names you already know. I break down how these narratives get made, who benefits, and what they’re really selling. 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 Boost Question What is Ray and Chamath's angle? Why would these two start humming the same tune? Request: Technical arguments for BIP-110 Not links. Make the technical case Show Notes Core Scientific Sells $175M in Bitcoin First BIP-110 Signaling Block Jane Street ETF Dump Theory Jane Street Dump Theory Debunked Mt. Gox Stolen Funds Recovery PR 77% of Bitcoin Treasury Companies Underwater Dorsey and Saylor on Bitcoin for Centuries Lummis on Spending Bitcoin Without Capital Gains Tax Bitcoin Hits $73K as ETFs Stabilize Markets Bitcoin Air Pocket Above $72K Could Trigger Run to $80K Bitcoin May Face Next Leg Down After $73K Move Morgan Stanley Taps Coinbase and BNY for Bitcoin ETF Custody Ark Invest Buys the Dip on Coinbase and Robinhood
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