Podcasts about Bitcoin

Bret Weinstein speaks with Steve Patterson and Aaron Day on the subject of Bitcoin's complex history, it's relationship to Epstein, and the current challenges of digital currencies. Find Steve Patterson at https://steve-patterson.com and on X at https://x.com/steveinpursuit.Find Aaron Day at https://daylightfreedom.org and on X at https://x.com/aaronrday.*****Sponsors:Helix: Excellent, sleep-enhancing, American-made mattresses. Go to http://www.HelixSleep.com/DarkHorse to get 27% of all mattress orders (exclusive for listeners of DarkHorse).ARMRA Colostrum is an ancient bioactive whole food that can strengthen your immune system. Go to http://www.armra.com/DARKHORSE to get 30% off your first order.*****Join DarkHorse on Locals! Get access to our Discord server, exclusive live streams, live chats for all streams, and early access to many podcasts: https://darkhorse.locals.com.Check out the DHP store! Epic tabby, digital book burning, saddle up the dire wolves, and more: https://www.darkhorsestore.orgTheme Music: Thank you to Martin Molin of Wintergatan for providing us the rights to use their excellent music.*****Mentioned on this episode:Steve Patterson on DarkHorse https://www.youtube.com/watch?v=28VanG_0tyA President Biden signed Executive Order (E.O.) 14067 https://www.federalregister.gov/documents/2022/03/14/2022-05471/ensuring-responsible-development-of-digital-assetsProject Hamilton https://www.bostonfed.org/news-and-events/news/2022/12/project-hamilton-boston-fed-mit-complete-central-bank-digital-currency-cbdc-project.aspxAaron Day Brownstone article https://brownstone.org/articles/the-sinister-links-between-jeffrey-epstein-cbdcs-and-bitcoin/Aaron Day Brownstone article https://brownstone.org/articles/the-hijacking-of-bitcoin/ Epstein on Bitcoin 2017 https://thenextweb.com/news/jeffrey-epstein-bitcoinEmail 1 Joi Ito / Epstein https://www.justice.gov/epstein/files/DataSet%2011/EFTA02716994.pdf Email 2 Joi Ito / Epstein https://www.justice.gov/epstein/files/DataSet%209/EFTA00858561.pdf University of Texas Austin Tether Study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3195066Austin Hill Email on Free Healthcare: https://x.com/steveinpursuit/status/2019075000532177035Genius Act https://www.congress.gov/bill/119th-congress/senate-bill/1582/text The Clarity Act https://www.congress.gov/bill/119th-congress/house-bill/3633/text The Great Taking https://thegreattaking.com/read-online-or-download Freedom Dollar https://www.freedomdollar.com/enSupport the show

For the 6 March 2026 Friday Night Live stream, Stefan Molyneux fields calls on morality and politics, looking back at his time on Alex Jones. He examines how corruption erodes societies, weighs the real meaning of freedom in places like Iran, and considers where economic liberty meets personal responsibility. In a discussion of what he calls "third-way Platonism," he digs into Socratic questioning and the central role of intention. He consistently pushes listeners toward honest self-examination and active participation in philosophical conversation.GET FREEDOMAIN MERCH! https://shop.freedomain.com/SUBSCRIBE TO ME ON X! https://x.com/StefanMolyneuxFollow me on Youtube! https://www.youtube.com/@freedomain1GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK!https://peacefulparenting.com/Join the PREMIUM philosophy community on the web for free!Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows!You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more!See you soon!https://freedomain.locals.com/support/promo/UPB2025

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Iran War oil crisis? Gas and jet fuel prices soar Kraken wins historic Fed master account Trump demands Congress to pass CLARITY Act, blames banks $46M in U.S. Government Bitcoin stolen and recovered thanks to pseudonymous investigator NEW: A foreign central bank is buying Bitcoin ------------------------------------ The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Reuters: Kuwait Cuts Oil Production as Precaution Amid Iran Tensions Bloomberg: Why the Iran War Is Prompting Force Majeure Declarations Commercial and Supply Chain Implications of the Gulf Conflict Trump Proposes Increased Defense Budget to $1.5 Trillion CRFB: $1.5 Trillion Military Budget Would Add $5.8 Trillion to Debt President Trump's Truth Social Post on GENIUS Act, CLARITY Act Bitcoin Magazine: Kazakhstan's Central Bank to Invest in Bitcoin Reuters: Kazakhstan Central Bank to Invest Up to $350M in Crypto Assets   White House: President Trump's Cyber Strategy for America  White House: Unveils President Trump's Cyber Strategy for America   Jason Lowery's Tweet on BTC as Emerging Security Priority in the U.S.  FBI Director Kash Patel's Announcement of John Daghita Arrest  ZachXBT Responds to Arrest Stemming from His Investigation ZachXBT: Investigation Thread on $46M Government Bitcoin Theft Bitcoin Magazine: U.S. Crypto Contractor Arrested for Theft of Seized Assets CoinDesk: Son of U.S. Government Contractor Accused of Stealing Millions Pierre Rochard: Commentary on SBR Audit and Contractor Accountability Pierre Rochard's Commentary on BTC Stolen from Strategic Bitcoin Reserve WSJ: Kraken Becomes First Crypto Firm to Be Granted Fed Master Account  CoinDesk: Kraken's Surprise Fed Win May Usher in More Crypto Firms Kraken Blog: Federal Reserve Master Account Announcement  Bank Policy Institute: Statement on Kraken Master Account  The Block: Bank Groups Concerned About Kraken Master Account  ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Crypto News: Crypto and Stocks dump as Oil prices spike. Expect market volatility. Trump's cyber strategy vows to 'support the security' of cryptocurrencies and blockchain.Brought to you by

Marty sits down with Bitcoin developer Matt Corallo to discuss why the emergence of AI coding tools and agentic payments represents the most critical and time-sensitive opportunity in Bitcoin's history to become the dominant payment rail of the internet. Matt on X: https://x.com/TheBlueMatt STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ OPNEXT https://tinyurl.com/tftc2026 Unchained https://unchained.com/tftc/ SLNT https://slnt.com/tftc Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Rory Duncan is a Rhodesian living in South Africa growing medicinal plants, making extracts and selling them around the world. He talks living thru a civil war, carrying an uzi at 12 years old, raising kids in South Africa, building community on a local level and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Watch Show Rumble- https://rumble.com/v76take-living-thru-a-civil-war-rory-duncan.html YouTube- https://youtu.be/ZwGcrGA97r0   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Rory X- https://x.com/RoryDuncan1966?s=20   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

Erwan Menard - SVP Product Management @Crusoe talks about… SHOW: 1008SHOW TRANSCRIPT: The Reasoning Show #1008 TranscriptSHOW VIDEO: SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe. Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services. Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.?Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe?Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications? Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years? Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we'd expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers?Send a textFEEDBACK? Email: show @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @reasoningshow TikTok: @reasoningshow

In den nächsten Tagen wird der Bundesrat die neuen Verträge mit der EU ins Parlament bringen. Danach wird das Schweizer Stimmvolk über die künftigen Beziehungen zur Europäischen Union entscheiden. Es wird eine der wohl wichtigsten Volksabstimmungen der jüngeren Schweizer Geschichte. | Die Befürworter bezeichnen die neuen Verträge als Bilaterale III, die SVP spricht von einem Unterwerfungsvertrag und der Bundesrat verschanzt sich hinter der Bezeichnung «Stabilisierung und Weiterentwicklung des bilateralen Wegs». Doch was taugen die neuen Verträge wirklich? Eine klare Meinung dazu hat Reiner Eichenberger. Er ist Professor für Finanz- und Wirtschaftspolitik an der Universität Fribourg. Im Geldcast spricht er über die möglichen Folgen einer Annahme und erklärt, wie ein Ja zu den neuen Verträgen auch die Schweizer Innenpolitik verändern könnte. www.fabiocanetg.ch Der Schweizer Wirtschaftspodcast mit den hochkarätigsten Gästen! Von Börsen und Bitcoin bis Kaufkraft und Zinsen: Fabio Canetg, Geldökonom und Journalist, diskutiert im Geldcast mit seinen Gästen aus Wirtschaft, Politik und Wissenschaft über deren Werdegang, über die aktuellsten Themen aus der Finanzwelt, über die Geldpolitik der Schweizerischen Nationalbank und über die Wirtschaftspolitik von Bundesrat und Parlament. Ein Podcast über Zentralbanken, Inflation, Schulden und Geld – verständlich und unterhaltsam für alle, die auf dem Laufenden bleiben wollen. Stichworte: Bilaterale III, Paket Schweiz-EU, Unterwerfungsvertrag, Verträge EU, bilaterale Verträge, Rahmenvertrag, EWR, EU, Reiner Eichenberger

On The Alex Jones Show, Jay Dyer speaks with Stefan Molyneux about freedom, censorship, and cryptocurrency. Molyneux makes the case for Bitcoin, traces the connections between war and recurring economic crises, and examines how feminism has reshaped family structures. He ends by arguing that geopolitical tensions often serve as distractions from deeper domestic issues.GET FREEDOMAIN MERCH! https://shop.freedomain.com/SUBSCRIBE TO ME ON X! https://x.com/StefanMolyneuxFollow me on Youtube! https://www.youtube.com/@freedomain1GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK!https://peacefulparenting.com/Join the PREMIUM philosophy community on the web for free!Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows!You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more!See you soon!https://freedomain.locals.com/support/promo/UPB2025

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade in a world moving faster than ever.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.onelink.me/Plnq/pompdp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp. Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.======================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:53 - The current state of the U.S. economy5:18 - Does the jobs report force the Fed to cut rates?8:28 - How do the Iran, Venezuela, & Cuba situations end?14:00 - Is the speed of military & government action changing?19:12 - What is happening in private credit right now?25:04 - Should investors run toward distressed private credit or avoid it?28:47 What happens to a traditional 60/40 portfolio over the next decade?32:27 -  Is Jordi still bullish on energy infrastructure & power demand?35:37 - What Jordi's AI setup looks like43:13- How will AI-generated content & synthetic media change content creation?49:50 - When will society normalize humans working alongside AI assistants?52:20 - Is Jordi nervous or excited for rest of 2026?

Marty sits down with Bitcoin developer Matt Corallo to discuss why the emergence of AI coding tools and agentic payments represents the most critical and time-sensitive opportunity in Bitcoin's history to become the dominant payment rail of the internet. Matt on X: https://x.com/TheBlueMatt STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ OPNEXT https://tinyurl.com/tftc2026 Unchained https://unchained.com/tftc/ SLNT https://slnt.com/tftc Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

A Zoomer arrested for stealing $46M from the US Marshals, Kraken makes history with a Fed Master Account, and IREN builds to 150,000 GPUs. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Chris Johhansen of Ion Stream and Kaan Farahani of Luxor join us to talk about the insane arrest of John DeGuida for allegedly stealing $46 million from the US Marshals Service. We break down Kraken Financial's historic Fed Master Account and what a "skinny" seat at the table means for the industry. Plus, we analyze the massive pivot from ASICs to GPUs and review the tumultuous Bitcoin hash rate data from February. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Zoomer stole $46M from US Marshals Service (his dad!) * Kraken gets first Fed Master Account. * Iren expanding GPU fleet to 150,000. * Difficulty adjustment targeting 7.5% up. Timestamps: 00:00 Start 04:53 Difficulty Report by Hashrate Index 07:49 $46M Stolen from US Marshals Service 15:35 Kraken Financial Granted Federal Reserve Master Account 21:48 AI Compute & Neocloud Dynamics 24:11 AI boom vs crypto boom 27:39 AI inference vs training 30:44 Scoping AI deals 32:41 H100 are still viable? 36:35 Hashrate 37:46 February suprises 44:40 What ASICs are profitable? 45:36 More hashrate declines? 47:36 5 cents per KWH 49:29 Hashrate prediction 52:51 IREN Expands GPU Fleet 1:01:44 Cry Corner: Miners Are Dumping BTC?

This episode details how we recently made the decision to purchase a full Bitcoin, not because we're abandoning the strategy that built our foundation, but because we've continued to evolve our understanding of diversification. After some recent conversations with a few mentors we respect, it pushed us to think deeper about how we position our portfolio for the long term. Real estate will always remain our core focus. Buying multifamily properties, creating cash flow, and building equity, but we also believe in allocating a small portion of capital to assets that can hedge against broader macroeconomic risks.   One of the reasons Bitcoin stands out is its decentralized nature and fixed supply. Unlike traditional currencies that can be printed and controlled by central banks, Bitcoin operates on a network that no single entity controls. In a world where the money supply continues to expand and inflation erodes purchasing power, we view Bitcoin as a potential hedge against the long-term debasement of the dollar.   That said, we're not replacing real estate with Bitcoin. Multifamily and rental properties will continue to be the backbone of our portfolio because of the cash flow, tax advantages, and value creation opportunities they provide. Bitcoin simply represents a small, strategic allocation within a broader wealth-building strategy - one that allows us to stay heavily invested in real estate while also diversifying into assets that may benefit from long-term economic shifts. We figured this episode would give some insight into our thought process and recent decision making  Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wealthjuice/ Book your mentorship discovery call with Cory RESOURCES

Matej Zak, CEO of Trezor, joins the show to break down why most Bitcoin holders still don't truly own their Bitcoin. We dive into the biggest misconceptions around ETFs, exchanges, and “convenience custody,” why centralized platforms remain honeypots for hackers, and how the largest crypto hack last year proves the risk isn't gone. Matej explains the origin of the seed phrase, the evolution of hardware wallets, post-quantum security, and why AI-powered phishing may be a bigger threat than quantum computing itself. This is a deep conversation on privacy, sovereignty, regulation, and why self-custody isn't just a feature of Bitcoin... it's the point.

Matej Zak, CEO of Trezor, joins the show to break down why most Bitcoin holders still don't truly own their Bitcoin. We dive into the biggest misconceptions around ETFs, exchanges, and “convenience custody,” why centralized platforms remain honeypots for hackers, and how the largest crypto hack last year proves the risk isn't gone. Matej explains the origin of the seed phrase, the evolution of hardware wallets, post-quantum security, and why AI-powered phishing may be a bigger threat than quantum computing itself. This is a deep conversation on privacy, sovereignty, regulation, and why self-custody isn't just a feature of Bitcoin... it's the point.

Matej Zak, CEO of Trezor, joins the show to break down why most Bitcoin holders still don't truly own their Bitcoin. We dive into the biggest misconceptions around ETFs, exchanges, and “convenience custody,” why centralized platforms remain honeypots for hackers, and how the largest crypto hack last year proves the risk isn't gone. Matej explains the origin of the seed phrase, the evolution of hardware wallets, post-quantum security, and why AI-powered phishing may be a bigger threat than quantum computing itself. This is a deep conversation on privacy, sovereignty, regulation, and why self-custody isn't just a feature of Bitcoin... it's the point.

Buying and renovating a property during a Bitcoin Crash. $ BTC 68,135 Block Height 939,611 In this episode of Once Bitten, host Daniel Prince interviews Jake Woodhouse about his recent real estate purchase, personal development using AI, reincarnation, home birthing, the education system, and Bitcoin. Jake shares how he bought a house and committed to renovations without setting aside enough cash reserves, leading to financial strain when Bitcoin's price dropped. He expresses how stressful the last few weeks have been as he realises the scale of his miscalculation. Key Topics: Real estate mismanagement Personal development using AI Reincarnation Home birthing Education system Bitcoin Check out my book ‘Choose Life' - https://bitcoinbook.shop/search?q=prince Pleb Service Announcements: Join 19 thousand Bitcoiners on @cluborange https://signup.cluborange.org/co/princey Support the pod via @fountain_app -https://fountain.fm/show/2oJTnUm5VKs3xmSVdf5n CONFERENCES: BITCOIN IRELAND - 22ND -25TH MAY 2026 - DUBLIN https://bitcoinireland.eu/ Use code BITTEN for - 10% BTC PRAGUE - 11th - 13th June 2026 http://btcprg.me/BITTEN - Use code BITTEN for - 10% BTC HEL - 25th - 26th September 2026. - Helsinki https://btchel.com/ Use code BITTEN for - 10% Shills and Mench's: RELAI - STACK SATS - www.relai.me/Bitten Use Code BITTEN BITBOX - SELF CUSTODY YOUR BITCOIN - www.bitbox.swiss/bitten Use Code BITTEN PAY WITH FLASH. Accept Bitcoin on your website or platform with no-code and low-code integrations. https://paywithflash.com/ SWAN BITCOIN - www.swan.com/bitten GEYSER - fund bitcoin projects you love - https://geyser.fund/ PLEBEIAN MARKET - BUY AND SELL STUFF FOR SATS; https://plebeian.market/ @PlebeianMarket ZAPRITE - https://zaprite.com/bitten - Invoicing and accounting for Bitcoiners - Save $40 KONSENSUS NETWORK - Buy bitcoin books in different languages. Use code BITTEN for 10% discount - https://bitcoinbook.shop?ref=bitten SEEDOR STEEL PLATE BACK-UP - @seedor_io use the code BITTEN for a 5% discount. www.seedor.io/BITTEN SATSBACK - Shop online and earn back sats! https://satsback.com/register/5AxjyPRZV8PNJGlM HEATBIT - Home Bitcoin mining - https://www.heatbit.com/?ref=DANIELPRINCE - Use code BITTEN. CRYPTOTAG STEEL PLATE BACK-UP https://cryptotag.io - USE CODE BITTEN for 10% discount. ALL FURTHER LINKS HERE - FOR DISCOUNTS AND OFFERS - https://vida.page/princey - https://linktr.ee/princey21m

If the state can freeze your life savings for a peaceful protest, do you actually own your money? Chris Pavlovski (@chrispavlovski) moved Rumble to Florida after witnessing this reality in Canada. We explore how government censorship is a strategy to maintain the fiat status quo and why the only solution is to build a parallel world for the sovereign individual.The shift in Canada serves as a warning for every HODLer. Chris breaks down how independent media is being choked out by state-funded propaganda and restrictive laws. Relying on big tech platforms for permission to speak is a losing game for those who value the truth.Rumble is building the physical cloud infrastructure required for a free internet. Being cancel-proof means owning the servers and data centers so no authority can flip a switch to turn you off. By refusing the content moderation demands of Brazil and Russia, Rumble proves a platform can succeed through a proof of work ethos.Financial sovereignty is the final piece of the puzzle. Rumble has integrated a non-custodial wallet to bypass fiat gatekeepers using Bitcoin and Tether Gold. This ensures creators can never be debanked by using decentralized rails that no authority can seize.The battle for attention is moving to Rumble Shorts, providing a censorship resistant alternative to state-aligned algorithms. Filmed in El Salvador, this talk highlights why the sovereign individual is moving toward freedom. Subscribe before the thought police find the delete button.—Bitcoin Beach TeamConnect and Learn more about (Chris Pavlovsky)X: https://x.com/chrispavlovskiX: https://x.com/rumblevideoLinkedIn: https://www.linkedin.com/in/chris-pavlovski-8a60a63/Rumble: https://www.rumble.cloud/Web: https://www.cosmicdevelopment.com/Web: https://macedonia2025.com/Web: https://northerndata.de/homeSupport and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeachIG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:00:00 Intro05:04 How did Canada weaponize the banking system against protesters?08:04 Why is the CBC considered a state propaganda machine?09:28 How to build a cloud infrastructure resilient to government censorship?12:27 What methods do governments use to force content moderation?15:00 Why did Rumble exit Brazil and Russia instead of censoring?18:11 Why is El Salvador the headquarters for the sovereign individual?20:30 How does the Tether alliance build a cancel-proof economy?23:32 How to tip creators using a non-custodial wallet and Bitcoin?30:46 Is Rumble Shorts a censorship resistant alternative to TikTok? Live From Bitcoin Beach

President Trump just took to Truth Social to put the banking industry—and institutional giants like BlackRock—on notice. With the CLARITY Act and the GENIUS Act hanging in the balance, the battle for the future of the U.S. financial system has reached a boiling point. 

Crypto markets are consolidating with Bitcoin dipping below $68K on macro headwinds like dollar strength and ETF outflows, while stablecoins like USDC surge in volume and nations like Kazakhstan eye crypto reserves. Regulatory wins in Florida and SEC settlements add to the mix. Prices remain resilient in the top tier despite volatility—watch for Fed signals and geopolitical impacts.Sources:https://decrypt.co (various stories on ETFs, mining, reserves)https://cointelegraph.com (USDC/Tether shift, SEC/Sun settlement)https://www.coindesk.com (BTC price action, Kazakhstan investment, private credit risks)https://coinmarketcap.com & https://www.coingecko.com (prices and market data) Hosted on Acast. See acast.com/privacy for more information.

Peter discusses the Iran war, the market reaction in gold and silver, the plunge in mining stocks, the surge in oil, Bitcoin's dead-cat bounce, weak jobs data, rising inflation risks, the coming recession, de-dollarization, and why he believes this selloff is an opportunity to buy, not a reason to panic.

A weekly live show covering all things Freedom Tech with Max, Q and Seth.Lightning Journey: https://blog.cakewallet.com/our-lightning-journey/Lightning in Cake: https://blog.cakewallet.com/lightning-is-finally-here/Spark Discussion: https://serve.podhome.fm/episodepage/ugmf/layer-two-who-freedom-tech-friday-18 HELP GET SAMOURAI A PARDONSIGN THE PETITION ----> https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools DONATE TO THE FAMILIES ----> https://www.givesendgo.com/billandkeonneSUPPORT ON SOCIAL MEDIA ---> https://billandkeonne.org/TO DONATE TO ROMAN'S DEFENSE FUND: https://freeromanstorm.com/donateVALUE FOR VALUEThanks for listening you Ungovernable Misfits, we appreciate your continued support and hope you enjoy the shows.You can support this episode using your time, talent or treasure.TIME:- create fountain clips for the show- create a meetup- help boost the signal on social mediaTALENT:- create ungovernable misfit inspired art, animation or music- design or implement some software that can make the podcast better- use whatever talents you have to make a contribution to the show!TREASURE:- BOOST IT OR STREAM SATS on the Podcasting 2.0 apps @ https://podcastapps.com- DONATE via Monero @ https://xmrchat.com/ugmf- BUY SOME STICKERS @ https://www.ungovernablemisfits.com/shop/FOUNDATIONhttps://foundation.xyz/ungovernableFoundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty.As a sovereign computing company, Foundation is the antithesis of today's tech conglomerates. Returning to cypherpunk principles, they build open source technology that “can't be evil”.Thank you Foundation Devices for sponsoring the show!Use code: Ungovernable for $10 off of your purchaseCAKE WALLEThttps://cakewallet.comCake Wallet is an open-source, non-custodial wallet available on Android, iOS, macOS, and Linux.Features:- Built-in Exchange: Swap easily between Bitcoin and Monero.- User-Friendly: Simple interface for all users.Monero Users:- Batch Transactions: Send multiple payments at once.- Faster Syncing: Optimized syncing via specified restore heights- Proxy Support: Enhance privacy with proxy node options.Bitcoin Users:- Coin Control: Manage your transactions effectively.- Silent Payments: Static bitcoin addresses- Batch Transactions: Streamline your payment process.Thank you Cake Wallet for sponsoring the show!MYNYMBOXhttps://mynymbox.ioYour go-to for anonymous server hosting solutions, featuring: virtual private & dedicated servers, domain registration and DNS parking. We don't require any of your personal information, and you can purchase using Bitcoin, Lightning, Monero and many other cryptos.Explore benefits such as No KYC, complete privacy & security, and human support.

"Four Weeks to Flatten Iran" Hosts: Darren Weeks, Vicky Davis Website for the show: https://governamerica.com Vicky's website: https://thetechnocratictyranny.com COMPLETE SHOW NOTES AND CREDITS AT: https://governamerica.com/radio/radio-archives/22657-govern-america-march-7-2026-four-weeks-to-flatten-iran Listen LIVE every Saturday at 11AM Eastern or 8AM Pacific at http://governamerica.net or on your favorite app. Oil prices skyrocket as Strait of Hormuz is restricted with no end in sight to the Middle East conflict. Trump asserts he will accept nothing else as a condition to end the war than Iran's "unconditional surrender". Secretary of State Marco Rubio admits U.S. was dragged into Iran war by Israel. Did Benjamin Netanyahu threaten to use nukes? Did Israel perform a secret underground test in the weeks leading up to the attack on Iran? Also, economy slows as unemployment rises. Democrats want to bust up Big Food?

Microsoft's anti-"Microslop" censorship backfired spectacularly; Australia is cracking down on AI age verification while Meta is busy targeting toddlers; prediction markets are basically just insider trading with extra steps; AI chatbots are getting people killed and exposing spy operations; the Moon landing got pushed again; Opera got nostalgic at 30; Sony bought Charlie Brown; and Netflix is making documentaries with robot people now.Show notes at https://gog.show/736Watch on YouTube at https://youtu.be/6lw2Hy_U8QASponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordFOLLOW UPMicrosoft Bans the Word “Microslop” on Copilot Discord, Gets So Humiliated That It Locks Down the Whole ServerAustralia will consider requiring app stores to block AI services without age verificationA Day in the Life of an EnshittificatorIN THE NEWSMeta's what-if for tweensHow Meta Executives Talked About Child Safety Behind the ScenesThe Great Insider Trading Reckoning Reportedly Hits OpenAIKhamenei market meltdown on Kalshi shows how prediction markets still can't decide what ‘counts'Some Alleged Polymarket Insiders Made a Fortune on U.S. Strikes on IranPolymarket Decides Incentivizing a Nuclear Detonation Might Be a Bad IdeaA Chinese official's use of ChatGPT accidentally revealed a global intimidation operation‘Our Bond Is the Only Thing That's Real:' A New Lawsuit Alleges Google Gemini Drove a Man to SuicideThe Data Centers Have Arrived at the Edge of the Arctic CircleBig tech companies agree to not ruin your electric bill with AI data centersTerraPower gets OK to start construction of its first nuclear plantThe Supreme Court doesn't care if you want to copyright your AI-generated artAnthropic CEO Dario Amodei calls OpenAI's messaging around military deal 'straight up lies,' report saysThe $100 Billion OpenAI-Nvidia Deal Is Not HappeningNASA Announces Major Change to Plans For Putting Humans on The MoonThe US Senate empowers NASA to fully engage in lunar space raceAstronomers Estimated the Lifespan of Alien Civilizations, and It's Not Looking Good for UsMEDIA CANDYCharlie Brown now works for SonyThese AI Avatars in a Netflix True Crime Doc Are Disturbing ViewersNetflix buys Ben Affleck's AI film tech company, InterPositiveAPPS & DOODADSOpera Has Turned 30 and Is Celebrating With a Compelling Tribute to Web NostalgiaWeb Design MuseumMeta hit with a class action lawsuit over smart glasses' privacy claimsApple Macbook NeoAT THE LIBRARYUncommon People: Britpop and Beyond in 20 Songs by Miranda SawyerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter discusses the Iran war, the market reaction in gold and silver, the plunge in mining stocks, the surge in oil, Bitcoin's dead-cat bounce, weak jobs data, rising inflation risks, the coming recession, de-dollarization, and why he believes this selloff is an opportunity to buy, not a reason to panic.Peter Schiff breaks down why gold and silver sold off during the first week of the Iran war — and why he believes the market is getting it wrong. While many investors expected war to send precious metals sharply higher, gold finished the week down and mining stocks were hit even harder. Peter explains why this looks like a classic buy-the-rumor, sell-the-fact reaction, not the end of the bull market.He argues that the real consequences of war have not yet been fully priced in: higher oil, bigger deficits, more money printing, stickier inflation, a weaker economy, and a weaker dollar over time. Peter also explains why he believes the political fallout could be severe, why Republicans may pay a heavy price in the midterms, and why the long-term winners remain gold, silver, mining stocks, and foreign markets positioned for de-dollarization.Chapters:00:00 War Context And Setup02:08 Weekly Metals Selloff04:14 Buy Rumor Sell Fact06:52 Oil Spike And Optimism09:38 Energy Reality Check11:37 War Escalation And Politics15:34 Stocks Dollar Bitcoin Moves17:52 Deficits Inflation And Gold24:53 Weak Economy And Jobs Shock33:07 Midterms Outlook And WrapFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiffOur Sponsors:* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Stefan Molyneux speaks with a caller who has been hammered by back-to-back disasters—an electrical fire that displaced his family and a car accident that involved his daughter. The man sounds exhausted and overwhelmed, but Molyneux stays steady, listening closely before guiding him toward practical resilience: accepting that pain doesn't have to dictate the future and taking concrete steps like reaching out to build real connections and network for work when everything else feels closed off. By the end the caller's tone shifts from defeat to quiet determination, as he starts to see a path forward—not because the problems disappear, but because he now has a clearer sense of how to begin climbing out.GET FREEDOMAIN MERCH! https://shop.freedomain.com/SUBSCRIBE TO ME ON X! https://x.com/StefanMolyneuxFollow me on Youtube! https://www.youtube.com/@freedomain1GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK!https://peacefulparenting.com/Join the PREMIUM philosophy community on the web for free!Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows!You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more!See you soon!https://freedomain.locals.com/support/promo/UPB2025

Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In the second of our two-part panel discussion from Morgan Stanley's TMT conference, our analysts break down the complexity of financing AI's infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. Today we're continuing our conversation with Stephen Byrd, Josh Baer and Lindsay Tyler. This time looking at financing AI and some of the risks to the story. It's Friday, March 6th at 11am in San Francisco. So yesterday we spoke about AI adoption. And while there's a lot of excitement on this theme, there've also been some concerns bubbling up. Lindsay, I want to start with you around financing. That's another critical component of the AI build out. What's your latest on the magnitude of the data center financing gap, and what role [are] credit markets playing here? Lindsay Tyler: Yeah, in partnership with Thematic Research, Stephen and team, and colleagues across fixed income research last summer, we did put out a note, thinking about the data center financing gap, right? So, Stephen and team modeled a $3 trillion global data center CapEx need over a four-year timeframe. So, in partnership with fixed income across asset classes, we thought: okay, how will that really be funded? And we came to the conclusion that the hyperscalers, the high quality hyperscalers, generate a good amount of cash flow, right? So, there's cash from ops that can fund approximately half of that. But then we think that fixed income markets are critical to fund the rest of the funding gap. And really private credit is the leader in that and then aided by corporate credit and also securitized credit. What we've seen since is that yes, private credit has served a role. There is this difference between private credit 1.0, which is more of that middle market direct lending. And then private credit 2.0, which is more ABF – Asset Based Finance or Asset Backed Finance. And what we see there is an interest in leases of hyperscaler tenants, right? We've also seen in the market over the past nine months or so, investment grade bond issuance by hyperscalers. Obviously, a use of cash flow by hyperscalers. We've seen the construction loans with banks and also private credit per reports. We've also seen high yield bond issuance, which is kind of a new trend for construction financing. We've seen ABS and CMBS as well. And then something new that's emerging in focus for investors is more of a chip-backed or compute contract backed financings, like more creative solutions. We're really in early innings of the spend right now. And so, there is this shift. As we start to work through the construction early phases, the next focus is: okay, but what about the chips? And so, I think a big focus is that, you know, chips are more than 50 percent of the spend for if you're looking at a gigawatt site. And it depends what type of chips and kind of what generation. But that's the next leg of this too. So, it's kind of a focus, you know, for 2026. Michelle Weaver: And how do you view balance sheet leverage and financing when you think about hyperscaler debt raising magnitude and timelines? Lindsay Tyler: So just to bring it down to more of a basic level, if you need compute, you really might need two things, right? A powered shell and then the chips. And so, if you're looking for that compute, you could kind of go in three basic ways. You could look to build the shell and kind of build and buy the whole thing. You could lease the shell, from, you know, a developer, maybe a Bitcoin miner too – that is converted to HBC. And then you kind of buy the chips and you put them in yourselves. Or you could lease all the compute; quote unquote lease, it's more of a contract. In terms of the funding, if you're thinking about the cash flows of some of the big companies – think of that as primarily being put towards chip spend. If you're thinking about the construction that's kind of split between cash CapEx but also leases. And so, what we've seen is that there is more than [$]600 billion of un-commenced lease obligations that will commence over the next two to five years, across the big four or five players. And then my equity counterparts estimate around [$]700 billion of cash CapEx that needs this year for some of those players as well. So, these are big numbers. But that's kind of how, at a basic level, they're approaching some of the financing. It's a split approach. Michelle Weaver: And what have you learned around financing the past few days at the conference? Anything incremental to share there? Lindsay Tyler: Sure. Yeah. I think I found confirmation of some key themes here at the conference. The first being that numerous funding buckets are available. That was a big focus of our note last year is that you can kind of look at asset level financing. You can look at public bonds, you can look at some equity. There are these different funding buckets available.The second is that tenant quality matters for construction financing. I think I've seen this more in the markets than maybe at this conference over the past two to three weeks. But that has been a focus of pricing for the deals, but also market depth for the deals. A third confirmation of a key theme was around the neo clouds and also the GPU as a service business models. Thinking about those creative financings, right. Are they thinking about from their compute counterparties? Would they like upfront payments? Might they look to move financing off [the] balance sheet, if they have a very high-quality investment grade rated counterparty? So, there is some of this evolution around those solutions. And then a fourth key theme is just around the credit support. And Stephen has and I have talked about this around some of the Bitcoin miners – is that, you know, there can be these higher quality investment grade players that might look to lend their credit support. Maybe a lease backstop to other players in the ecosystem in order to get a better pricing on construction financing. And we are seeing some press pickup around how that might play out in chip financing down the road too. Michelle Weaver: Mm-hmm. AI driven risk and potential disruption has been a big feature of the price action we've seen year-to-date in this theme. Stephen, what are some asset classes or businesses you see as resistant to some of this disruption? Stephen Byrd: We spend a lot of time thinking about, sort of, asset classes that are resistant to deflation and disruption. And what's interesting is there's actually a handful of economists in the world that are doing remarkable work on this concept. That they would call it the economics of transformative AI. There are three Americans, two Canadians, two Brits, a number of others who are doing really, really interesting work. And essentially what they're looking at is what do economies look like? As we see very powerful AI enter many industries – cause price reductions, deflation… What does that do? They have a lot of interesting takeaways, but one is this idea that the relative value of assets that cannot be deflated by AI goes up. Very simple idea. But think of it this way, I mean, there's only, you know, one principle resort on Kauai. You know, there's a limited amount of metals. And so, what we go through is this list that's gotten a lot of investor attention of resistant asset classes or more of the resistant asset classes that can go up in value. So, there are obvious ones like land, though you have to be a little careful with real estate in the sense that like, office real estate probably wouldn't be where you would go. Nor would you potentially go sort of towards middle income, lower income housing. But more, you know, think of industrial REITs, higher-end real estate. But there are a lot of other categories that are interesting to me. All kinds of infrastructure should be quite resistant, all kinds of critical materials. Metals should do extremely well in this. But then when you go beyond that, it's actually kind of interesting that there; arguably there's a longer list than those classic sort of land and metals examples.Examples here would be compute… Michelle Weaver: Mm-hmm. Stephen Byrd: I thought Jensen put it, well, you know, if there's a limited amount of infrastructure available, you want to put the best compute. And ultimately, in some ways, intelligence becomes the new coin of the realm in the world, right? So, I would want to own the purveyors of intelligence. It could include high-end luxury. It could include unique human experiences. So, I don't know how many of y'all have children who are sort of college age. But my children are college age, and they absolutely hate what they would call AI slop.They want legit human content, and they seek it out. And they absolutely hate it when they see bad copies of human content. And so, I think there is a place in many parts of the economy for unique human experiences, unique human content, and it's interesting to kind of seek out where that might be in the economy. So those would be some examples of resistant assets. Michelle Weaver: Mm-hmm. Josh, software's been at really the center of this AI disruption debate. How would you compare the current pullback in software multiples to prior periods of peak uncertainty? And do you think any of these concerns are valid? Or how are you thinking about that? Josh Baer: Great question. I mean, software multiples on an EV to sales basis are down 30 – 35 percent just from the fall, I will say. And that's overall in the group. A lot of stocks, multiple handfuls, are down 60-70 percent over the last year. And what's being priced in is really peak uncertainty, a lot of fear. And these multiples, now four times sales – takes us all the way back about 10 years to the shift to cloud. And this time in many ways reminds us of that period of peak fear. In this case, what's being priced in is terminal value risk. We talked about this TAM yesterday. But you know, who is going to win that share? How is it divided from a competitive perspective across these model providers? The LLMs with new entrants. Of course, the incumbents. And this other idea of in-housing. Michelle Weaver: Mm-hmm. Josh Baer: So, there's competitive risk, there's business model risk. Are companies going to need to change their pricing models from seat-based to consumption or hybrid. And then last margin risk. Just thinking about the higher input costs and higher capital intensity. And so, you know, all of those fears are being priced in right now. Michelle Weaver: And we, of course though, had a bunch of these companies live with us at the conference. How are they responding to some of these risks? How are they addressing these investor concerns? Josh Baer: Most of the companies here from our coverage are the incumbent software vendors. And I think that the leadership teams did a really nice job coming out and defending their competitive moats and really articulating the story of why they are in a great position to capitalize on the opportunity. And the reasons can vary across different companies. But some of the commonalities are around enterprise grade, trust, security, governance, acceptance from IT organizations.The idea of vibe coding all apps in an organization get squashed when you actually talk to companies and chief information officers. For some companies there's proprietary data moats, network effects. All of that's on top of existing customer relationships. And so, you know, that was the message from the companies that we had. That we're the incumbents. We get to use all of the same innovative AI technology in the same way that all these different competitive buckets do. But we have, you know, that differentiation in that moat. And so, we're in a good place. Michelle Weaver: I want to wrap on a positive note. Stephen, what did you hear at the conference that you're most excited about? Stephen Byrd: I'd say the life sciences. A few investors pointed out that perhaps AI has a PR problem these days. And I do think showing a significant benefit to humanity in terms of improved health outcomes, whether that's just better diagnosis, you know. Away from this event, but I was in India the week before and, you know, AI can have a powerful benefit to the people who suffer the most in terms of providing very powerful medical tools in a distributed manner. So, I'm a big fan there.But you know, in many ways, curing the most challenging diseases plaguing humanity. The kind of problems involved in providing those and developing those cures are perfect for AI. So that, for me – stepping way back – that is by far the most exciting thing. Michelle Weaver: Josh, same to you. What are you most excited about? Josh Baer: From my perspective, it's potentially the turning point for software. The ability to showcase that we are at this inflection point and acceleration. To actually see that it takes time for our software companies to develop new AI technologies. Put that into products that have been tested and proven and go through the enterprise adoption cycle. And that we're at the cusp of more adoption – that's what our survey work says. And to see that inflection, I think can help to rerate this sector. Michelle Weaver: Lindsay, same question for you… Lindsay Tyler: Maybe I'll tie it to markets. I've already had a lot of more conversations with equity investors over the past, how many months? There's a big fixed income focus right now, which is a great, you know, spot and really interesting opportunity in my seat. And there's a lot of interesting structures coming to be right now in the credit space. So, I think it's an exciting time. Michelle Weaver: Lindsay, Stephen, Josh, thank you very much for joining to recap the event and let us know what you learned at the conference. To our audience, thank you for listening here live. And to our audience tuning in, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z's future, and Marcus previews his Bitcoin game theory model. Thank you to our sponsors! ⁠Nexo ⁠Crypto Tax Girl Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for? STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it's not beyond Wall Street to manipulate an asset. They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs. Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market. Guest: ⁠Marcus Wu, Research Analyst at Delphi Digital Joe Vezzani, Co-founder and CEO of LunarCrush Will Clemente, Investments at STIX Previous appearances on Unchained: Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183 Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving Links: Unchained:⁠⁠ Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit Crypto's Black Friday Was Its Largest Liquidation Ever. What the Hell Happened? Will's essay Climbing a Broken Ladder: A message to my fellow Zoomers Marcus's Bitcoin game theory model Bitcoin Game Theory on Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices

Ripple brings Coinbase Futures to platform. Ripple is expanding its institutional reach, adding the full range of crypto futures listed on Coinbase Derivatives to its Ripple Prime platform. After clearing $3 trillion in volume last year, the move allows clients to trade regulated futures for Bitcoin, Ether, and XRP. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/coindesk. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Starting a new series, we cover the first half of Tolkien's The Hobbit novel with an emphasis on symbolism, theology, history and the esoteric. This will be a deepdive on the series like none other! Access part 2 by subscribing below to JaysAnalysis website members or YT members. Send Superchats at any time here: https://streamlabs.com/jaydyer/tip Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/join Order New Book Available here: https://jaysanalysis.com/product/esoteric-hollywood-3-sex-cults-apocalypse-in-films/ Get started with Bitcoin here: https://www.swanbitcoin.com/jaydyer/ The New Philosophy Course is here: https://marketplace.autonomyagora.com/philosophy101 Set up recurring Choq subscription with the discount code JAY60LIFE for 60% off now https://choq.com Subscribe to my site here: https://jaysanalysis.com/membership-account/membership-levels/ Follow me on R0kfin here: https://rokfin.com/jaydyer Music by Dr Evo the Producer, Jay Dyer and Amid the Ruins 1453 https://www.youtube.com/@amidtheruinsOVERHAUL Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/joinBecome a supporter of this podcast: https://www.spreaker.com/podcast/jay-sanalysis--1423846/support.

In this episode, Stephan Livera interviews Trey Sellers about Bitcoin and FIRE (Financial Independence, Retire Early). They explore how Bitcoin can accelerate FIRE, different strategies for retirement, and practical tools like the FIRE BTC calculator. A must-listen for Bitcoiners interested in personal finance and early retirement strategies.Takeaways:

This week, we're back with another weekly roundup where we discuss the current state of markets as Bitcoin holds steady around $70k. We then deep dive into how to unlock 24/7 markets, insider trading on prediction markets, recent VC fundraises & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (03:20) State of The Market (08:05) How To Unlock 24/7 Markets (18:54) DAS Plug (19:20) Insider Trading On Prediction Markets (52:58) OKX Raises At a $25B Valuation (55:34) a16z & Paradigm Raising $3.5B (01:09:33) Will Crypto Prices Recover? (01:13:16) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.

This week, the Hivemind team breaks down the current market sentiment as crypto tries to put in a bottom. We deep dive into reasons to be optimistic, the convergence of crypto and AI, Citrini's AI piece & more. Enjoy! -- Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLiberman Follow Jose: https://x.com/ZeMariaMacedo Follow Empire: ⁠https://x.com/theempirepod⁠ Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- Timestamps: (00:00) Introduction (01:41) State of The Market (09:27) Venice AI & Crypto's AI Moment (26:52) Positioning For The AI Trade (52:30) Citrini's AI Piece -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Johann Kurtz is a legacy adviser, owner of the blog Becoming Noble and the author of 'Leaving a Legacy: Inheritance, Charity, & Thousand-Year Families.' He joins entrepreneur Mark Beck to discuss Johann's new book, why he left London for Romania, the disconnect between generations, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Watch Show Rumble- https://rumble.com/v76pvpo-why-we-stopped-building-legacies-johann-kurtz-and-mark-beck.html YouTube- https://youtu.be/Q5Hq_rvBxVc   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Johann X- https://x.com/JohannKurtz?s=20 Substack- https://becomingnoble.substack.com/ Order Johann's New Book- https://www.amazon.com/dp/B0G2CK4M59?ref_=cm_sw_r_ffobk_cp_ud_dp_QES58XNFSCKZN6BH5JEY&bestFormat=true   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

  Brady and John open with a light exchange about audio issues, spring weather, and using AI to fill in for John's upcoming absence The hosts reflect on how addictive and productive AI tools have become, comparing the experience to having an always-on intelligent collaborator Bitcoin's recent strength stands out, with the hosts noting that it outperformed gold during a real geopolitical scare while ETF inflows remained strong They discuss whether Bitcoin has already put in a price bottom near $60K, while questioning whether the market now faces a “bear market in time” rather than a deeper price collapse Sentiment indicators like Fear & Greed are highlighted as signs that panic may have peaked, even if confidence takes time to rebuild The episode covers macro tailwinds for Bitcoin, including improving manufacturing PMI, weakening jobs data, persistent inflation pressure, and the structural impossibility of reining in US government spending Strategy's continued Bitcoin accumulation is framed as a major long-term signal, while the discussion around Stretch focuses on how Bitcoin-linked financial products are competing with private credit for investor capital The BlackRock private credit withdrawal limits story is used to contrast the opacity and illiquidity of traditional finance with Bitcoin-native alternatives Brady and John review major financial-system developments including Kraken's Fed access, Morgan Stanley launching its own Bitcoin ETF, Coinbase custody scrutiny, and Elon Musk's X Money rollout They close by arguing that Bitcoin is becoming more deeply embedded in the financial system, even if many of the latest policy wins are benefiting crypto and stablecoins more directly than Bitcoin itself   ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

Crypto News: New York Stock Exchange owner invests in crypto exchange OKX. Ripple Prime institutional clients can now trade Coinbase's bitcoin, ether, solana and XRP futures in a regulated U.S. market.Brought to you by

In this Crypto Town Hall episode, hosts unpack intense market volatility from Middle East tensions, surging oil prices (Brent >$91), and the Strait of Hormuz closure sparking global panic. Bitcoin holds resilient near $68K–$70K amid risk-asset selloffs, while panelists debate bear-market bounces, recession risks from reversed wealth effects, and bullish duration trades in Treasuries. Key topics include banking lobby resistance to stablecoin yields/Clarity Act progress, Kraken's Fed master account milestone, Ledn's groundbreaking S&P investment-grade rating for Bitcoin-backed ABS bonds, AI-driven job disruption, and the urgent need for U.S. regulatory clarity to prevent offshore innovation loss.

Crypto markets are facing a wave of negative sentiment as macro uncertainty, geopolitical tensions, and regulatory battles weigh on investor confidence. Bitcoin has struggled to maintain momentum as global markets react to rising conflict risks in the Middle East, weakening economic data like the unexpected loss of 92,000 U.S. jobs, and renewed debates in Washington over crypto regulation. At the same time, mixed signals from regulators and traditional finance — including ongoing stablecoin legislation fights, SEC guidance on crypto assets, and continued skepticism from major banking leaders — are adding to market anxiety. With liquidity tightening and risk appetite fading, traders are increasingly asking whether this is simply another shakeout before the next rally or the beginning of a deeper crypto market correction.

The US launches strikes on Iran and the global power balance is shifting fast. Ken Egan breaks down the geopolitics, from the BRICS setback to what happens when Trump meets Xi in the coming weeks. Meanwhile, the White House is taking sides against the banks on the GENIUS Act as the stablecoin yield fight heats up ahead of midterms. Plus, BPI drops a groundbreaking study where they tested 36 AI models across 9,000+ conversations, and Bitcoin was chosen nearly 50% of the time without ever being mentioned in the prompts. Luke Danielian walks through the findings and Zack Shapiro explains why machine-to-machine commerce is about to reshape financial regulation. Check out the BPI Study here: https://www.moneyforai.org/

Nick Valdez looks at several charts for today's episode! How does Bitcoin, Ethereum, Solana, XRP and Cardano look heading into the weekend? Especially a weekend with as much turmoil as we've seen lately! 

Is the crypto market reacting to a new era of global conflict?

Episode Title: Tesla's Building A Robot Army — And A $1.5 Trillion Merger | Cern Basher Short Description: Bitcoin isn't money — it's a cyber security technology. And we're going to need it desperately. Cern Basher, CFA, breaks down why AI agents will choose Bitcoin, the Tesla robotaxi economics, the SpaceX–xAI mega-merger, and why Strategy might be the world's largest digital security company. Full Description: How do you constrain trillions of AI agents roaming the internet? Not with passwords and code — AI will hack all of that. You do it with physics. You do it with Bitcoin. In Part 2 of my conversation with Cern Basher — CFA charterholder, CIO of Brilliant Advice, and one of the sharpest analysts at the intersection of AI, Bitcoin, and macroeconomics — we go deep on Jason Lowery's classified Softwar thesis and why the US Department of Defence placed it under security review. Cern explains why Bitcoin is actually a cyber security protocol hiding in plain sight, disguised by the word "coin" in its name — just like gunpowder was disguised as medicine for years before engineers figured out what it really was. We also break down the deflationary tsunami hitting every industry — SaaS companies losing billions in market cap overnight, Salesforce and the consulting industry being hollowed out by AI agents, and why deflation is actually something we should celebrate, not fear. We already lived through it with the iPhone and we loved it. Cern shares his brilliant analogy for why Tesla is massively undervalued — a kid running a lemonade stand who's secretly training to become a surgeon, but Wall Street only sees the lemonade. We get into whether SpaceX and Tesla will merge, the economics of putting AI data centres in space, manufacturing pharmaceuticals in zero gravity, and the incredible opportunity for any individual to own a small fleet of robotaxis and replace their income. For New Zealand, this is a call to action. Be first. Be forward-thinking. Or watch other countries leapfrog us. In this episode we discuss: Bitcoin as a cyber security technology, not just money — and why that's even more valuable Jason Lowery's Softwar thesis — proof of work as digital defence Why AI agents unanimously choose Bitcoin for transactions The gunpowder analogy — Bitcoin's real use case is hiding in plain sight Google's centralised censorship of health and supplement companies OpenClaw and the Pandora's box of billions of AI agents SaaS is cooked — Salesforce, consulting, and legal getting hollowed out Deflation is good — the iPhone proved it and we all benefited The ice cutter disruption story — this is nothing new The K-shaped economy — will abundance lift the bottom 50%? Universal high income and making goods freely available like water Strategy (MicroStrategy) as the world's largest digital security company Tesla undervalued — the lemonade stand to surgeon analogy Will SpaceX and Tesla merge? Pros, cons, and what Cern is hearing AI data centres in space, pharma in zero gravity, and Starship economics Owning your own robotaxi fleet — replacing your income New Zealand's opportunity to leapfrog the world Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Jason Lowery's Softwar thesis (MIT): https://dspace.mit.edu/handle/1721.1/153030 Cern's GDP & Dematerialisation post: https://x.com/CernBasher/status/1913993658572984440 Part 1 of this episode: https://youtu.be/eh0hKibH6Zs

In Episode 147 of RugPull Radio, GMoney dives into the growing battle between traditional banking power and the emerging Bitcoin economy. From the Clarity Act and crypto legislation to the mechanics of tokenization and digital credit, the episode explores how financial systems may be shifting toward a new decentralized structure. GMoney discusses the role of major banks, the influence of government policy, and why adoption of Bitcoin and digital assets is becoming a cultural and economic battleground. The conversation also touches on the idea that many people may never directly own Bitcoin, instead accessing it through tokenized financial products. Along the way, the show blends market analysis with commentary on geopolitics, monetary policy, and the broader information war shaping public perception. With call-ins from listeners and plenty of unfiltered takes, this episode highlights how emerging financial technology could challenge the traditional banking cartel and reshape how money and power operate in the future.

Bitcoin isn't complicated — it's misunderstood. It's stored energy, protected by math, scarcity, and a global network that never sleeps. With the Z Token, Bitcoin yield is delivered monthly to your self-custody wallet — no exchanges, no middlemen, no guessing. Stable position. Real accumulation. Long-term control.

The markets are anything but calm this week. Join host Mark Longo and special guest Erik Norland, Chief Economist at CME Group, as they break down a historic surge in volatility across every major asset class. From geopolitical tensions driving double-digit moves in crude oil to the "incoherent" signals between gold and treasury yields, we dive deep into the data you need to navigate this changing landscape. On this episode, we discuss: Energy: WTI Crude's 21%+ surge—is the market pricing in a long-term Middle East disruption, or is the move surprisingly muted? Metals: Why Gold and Silver are decoupling from the "flight to quality" narrative and what the 6,000 strike in Gold tells us about long-term sentiment. Crypto: The "Digital Gold" debate—Erik explains why the correlation between Bitcoin and Gold remains near zero despite the recent volatility. Rates & Credit Spreads: A look at the massive volume in 10-year notes and why narrowing credit spreads might be ignoring brewing risks in private credit. Equities: The rotation from large-caps to small-caps—is the Russell 2000 rally overdone, or is there more room to run?  

BTC traded just above $70,000 as Middle East tensions drove oil higher and traders reassessed inflation in advance of the U.S. jobs report due later Friday.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Evan AldoEvan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron"00:00 Intro00:10 Sponsor: BTCC01:00 Disaster job numbers03:30 SPY analysis04:30 SPY vs BTC05:15 Kevin Hassett: we're surprised over these numbers06:00 Kevin Hassett: dismisses concerns over AI07:40 What is safe right now?09:00 AI bubble popping09:20 Gold vs BTC11:00 No surrender11:30 Bitcoin analysis13:00 $55K or $85K13:20 Short-term rally over?14:40 FUD incoming15:15 Oil vs Gold17:00 Bloomberg: Insurance doesn't provide safe passage18:30 When to buy crypto?20:10 Ethereum analysis21:45 Bigger crypto impact?23:00 Solana analysis24:30 Outro#Crypto #bitcoin #Ethereum~Rush To Safety?

Stefan Molyneux takes calls on 4 March 2026's Wednesday Night Live and presses into whether philosophy actually matters in real life, arguing that it serves as the only reliable path to moral truth. He challenges the idea that personal feelings or subjective beliefs can stand on their own, insisting instead on objective reasoning as the foundation. The conversation moves through memory, consciousness, and what it means to be genuine in relationships, pushing callers to examine their ethical obligations and the deeper contradictions that shape human behavior.GET FREEDOMAIN MERCH! https://shop.freedomain.com/SUBSCRIBE TO ME ON X! https://x.com/StefanMolyneuxFollow me on Youtube! https://www.youtube.com/@freedomain1GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK!https://peacefulparenting.com/Join the PREMIUM philosophy community on the web for free!Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows!You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more!See you soon!https://freedomain.locals.com/support/promo/UPB2025

Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin's relationship with AI and traditional assets, and Brian's value-investing approach to opportunities across the crypto ecosystem.=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro1:02 - Is war good or bad for bitcoin?2:23 - How investors rebalance portfolios during conflict8:48 - Institutional demand for bitcoin12:47 - Bitcoin's real-world use case in conflict zones19:50 - Bitcoin vs stocks, gold, & AI21:46 - What risks worry bitcoin investors?25:52 - Bitcoin treasury companies & value investing29:35 - Off The Chain Capital's investment strategy35:47 - Catalysts that could drive bitcoin higher

Patrick Bet-David sits down with Terrence Howard to discuss Hollywood power and celebrity elites, Disney lawsuits and industry blacklisting, pornography addiction and the masculinity crisis, Bitcoin and the future of cryptocurrency, the U.S. economy and inflation, faith and biblical teachings like “empty the storehouse,” and why he believes the entertainment industry operates like a tribe that controls fame, power, and influence.———-Ⓜ️ MINNECT WITH TERRENCE HOWARD: https://bit.ly/42k9hZ2Ⓜ️ CONNECT ON MINNECT: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/4kSVkso ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ⓜ️ PBD PODCAST CIRCLES: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/4mAWQAP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠