- The team jokes about “Bitcoin being dead again” after Trump’s new tariff threats against China tanked markets and briefly pulled Bitcoin to $117K.
- They analyze Trump’s tariff negotiation style, calling it political theater and a dip-buying opportunity for “active tariff dip buyers.”
- Discussion on Core V30 debates—Bitcoiners fighting among themselves as a “bear market signal,” contrasting with the historic block size wars.
- VJ Boyapati’s chart shows long consolidation phases in this cycle—evidence of healthier, institutional-driven adoption rather than retail mania.
- Gold hits $4,000/oz, outperforming U.S. stocks; the hosts link gold’s run to the global debasement trade and rising mainstream awareness of sound money.
- John Haar highlights that despite 40-year-high inflation, global debt-to-GDP barely fell, reinforcing the inevitability of fiscal dominance and currency debasement.
- Paul Tudor Jones reaffirms Bitcoin as the “fastest horse,” signaling institutional confidence alongside gold.
- Morgan Stanley opens Bitcoin access to wealth clients—another milestone in mainstream financial adoption.
- Square launches zero-fee Bitcoin payment integration for merchants, advancing Bitcoin’s medium-of-exchange use case.
- Discussion closes on Lightning yield experiments (8–9% APY) and Luxembourg’s sovereign Bitcoin purchase, showcasing Bitcoin’s expanding financial utility and global reach.
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