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US equities just had their fifth consecutive losing week, with the Nasdaq down 11% YTD and the Dow entering correction territory. A second war front is opening as Yemen's Houthis launched missiles at Israel, threatening to close the Bab al-Mandab Strait alongside the already-constrained Strait of Hormuz. Oil is... back above $100, the S&P is below the 200-day SMA, and if it stays there, history points to a 13-15% drawdown that maps to a Bitcoin target in the low 50Ks. Powell gave his final speech before leaving in May, rate cut odds have collapsed, and Apple just made its biggest AI move yet. 0:00 US Equities Enter Correction Territory 2:15 How the S&P Correction Impacts Bitcoin 6:50 Yemen Houthis Open a Second War Front 8:45 Bab al-Mandab Strait and Saudi Arabia 11:24 Macro Update: Oil, the Fed, and Rate Cuts 14:25 Treasury Yields, DXY, and Bitcoin 19:28 Saylor's Bitcoin Buys and ETF Flows 23:01 David Sacks Leaves Crypto Czar Role 25:23 Powell's Final Speech Before Leaving in May 27:03 Apple's Big AI Play: Opening Siri to All Modelsshow more

VirtualBacon

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12,881 views • 5 months ago •via X (Twitter)

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Bitcoin just broke below its daily higher low at $65.8K, ending the two-week uptrend. Oil is back above $100 as the Iran conflict escalates with ground troops preparing for Kharg Island, dragging the S&P below the 200-day SMA. If the S&P doesn't reclaim that level within two weeks, history says 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. Meanwhile, Bernstein, Goldman Sachs, and Morgan Stanley are all making bottom calls. 0:00 Bitcoin's Uptrend Just Broke 2:32 Bitcoin Price Levels: the 63K to 72K Range 5:22 Sideways Period and What to Expect 9:57 The Iran War and Oil Price Impact 12:22 S&P 500 Below the 200-Day SMA 13:57 Moving Average Deviation: How Bad Can It Get 17:27 How S&P Drawdowns Map to Bitcoin 19:59 Wall Street Bottom Calls: VanEck, Fidelity, Goldman, Bernstein 23:33 Morgan Stanley's Bitcoin ETF Launch 25:33 The Big Picture: Oil, S&P, and the Path Forward

Bitcoin just broke below its daily higher low at $65.8K, ending the two-week uptrend. Oil is back above $100 as the Iran conflict escalates with ground troops preparing for Kharg Island, dragging the S&P below the 200-day SMA. If the S&P doesn't reclaim that level within two weeks, history says 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. Meanwhile, Bernstein, Goldman Sachs, and Morgan Stanley are all making bottom calls. 0:00 Bitcoin's Uptrend Just Broke 2:32 Bitcoin Price Levels: the 63K to 72K Range 5:22 Sideways Period and What to Expect 9:57 The Iran War and Oil Price Impact 12:22 S&P 500 Below the 200-Day SMA 13:57 Moving Average Deviation: How Bad Can It Get 17:27 How S&P Drawdowns Map to Bitcoin 19:59 Wall Street Bottom Calls: VanEck, Fidelity, Goldman, Bernstein 23:33 Morgan Stanley's Bitcoin ETF Launch 25:33 The Big Picture: Oil, S&P, and the Path Forward

VirtualBacon

35,597 views • 5 months ago

Q1 is officially over, and it was the worst quarter for the stock market since 2022 and for Bitcoin since 2018. Oil surged 80%, driving the entire drawdown in just 32 trading days. Tonight Trump addresses the nation on Iran at 9 PM Eastern, and this is decision week: if the S&P doesn't recover above the 200-day SMA within the next few days, history points to another 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. The core PCE delay means the next three inflation prints will all be bad regardless of what happens with the war. Here's my full Q2 game plan. 0:00 Q1 Recap: Worst Quarter Since 2022 4:17 The Iran Situation: Trump's Speech Tonight 8:45 Oil Price Is the Only Chart That Matters 14:22 Gold: the Best Macro Play Right Now 17:00 Inflation, Core PCE, and the Fed's Delay Problem 22:00 Short-Term News vs Long-Term Data 25:15 Why the Next Three Inflation Prints Will Be Bad 30:05 Unemployment: When Bad News Is Good News 33:40 S&P 200-Day SMA: Decision Week 40:15 Two Standard Deviations: the Crash Signal 42:47 Bitcoin Scenarios: 63K to Low 50Ks 48:50 Full Catalyst Calendar for Q2

Q1 is officially over, and it was the worst quarter for the stock market since 2022 and for Bitcoin since 2018. Oil surged 80%, driving the entire drawdown in just 32 trading days. Tonight Trump addresses the nation on Iran at 9 PM Eastern, and this is decision week: if the S&P doesn't recover above the 200-day SMA within the next few days, history points to another 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. The core PCE delay means the next three inflation prints will all be bad regardless of what happens with the war. Here's my full Q2 game plan. 0:00 Q1 Recap: Worst Quarter Since 2022 4:17 The Iran Situation: Trump's Speech Tonight 8:45 Oil Price Is the Only Chart That Matters 14:22 Gold: the Best Macro Play Right Now 17:00 Inflation, Core PCE, and the Fed's Delay Problem 22:00 Short-Term News vs Long-Term Data 25:15 Why the Next Three Inflation Prints Will Be Bad 30:05 Unemployment: When Bad News Is Good News 33:40 S&P 200-Day SMA: Decision Week 40:15 Two Standard Deviations: the Crash Signal 42:47 Bitcoin Scenarios: 63K to Low 50Ks 48:50 Full Catalyst Calendar for Q2

VirtualBacon

17,840 views • 5 months ago

Oil just hit $85 and Wall Street is projecting $100+. The Strait of Hormuz has been blocked for 6 days. JP Morgan says producers run out of storage in 25 days. Here's why this could be the crisis that finally triggers massive rate cuts and QE by Q3. 0:00 Intro: Day 6 of the Iran War & Oil Crisis 0:55 War Update: US Sinks Iranian Warship, Escalation Continues 4:44 Strait of Hormuz Blocked: The Oil Supply & Storage Problem 7:41 JP Morgan: 25 Days Before Oil Production Shuts Down 9:13 Wall Street Oil Price Projections ($85 → $100+) 16:50 What $90-$100+ Oil Means for Inflation & the Fed 19:22 Fed Timeline: Why Rate Cuts Are Blocked Until August 25:09 What This Means for Bitcoin & Crypto 28:04 The Engineered Crisis Theory (Trump + Kevin Warsh) 35:37 Arthur Hayes' Thesis: Short-Term Pain → Massive QE 38:29 My Strategy: DCA Bitcoin & Prepare for Volatility 41:50 Why This Time the Timeline Actually Lines Up 45:12 Outro

Oil just hit $85 and Wall Street is projecting $100+. The Strait of Hormuz has been blocked for 6 days. JP Morgan says producers run out of storage in 25 days. Here's why this could be the crisis that finally triggers massive rate cuts and QE by Q3. 0:00 Intro: Day 6 of the Iran War & Oil Crisis 0:55 War Update: US Sinks Iranian Warship, Escalation Continues 4:44 Strait of Hormuz Blocked: The Oil Supply & Storage Problem 7:41 JP Morgan: 25 Days Before Oil Production Shuts Down 9:13 Wall Street Oil Price Projections ($85 → $100+) 16:50 What $90-$100+ Oil Means for Inflation & the Fed 19:22 Fed Timeline: Why Rate Cuts Are Blocked Until August 25:09 What This Means for Bitcoin & Crypto 28:04 The Engineered Crisis Theory (Trump + Kevin Warsh) 35:37 Arthur Hayes' Thesis: Short-Term Pain → Massive QE 38:29 My Strategy: DCA Bitcoin & Prepare for Volatility 41:50 Why This Time the Timeline Actually Lines Up 45:12 Outro

VirtualBacon

27,658 views • 6 months ago

Every time the S&P drops 1%, $BTC drops about 2%. This ratio has held consistently through every correction this cycle. Right now the S&P is sitting on its 200-day moving average, and if it loses that level, history says a 13-15% drawdown follows. That maps to Bitcoin in the low $70Ks, which lines up almost perfectly with the 2024 breakout retest zone. I'm not panicking, but I am watching that level closely.

Every time the S&P drops 1%, $BTC drops about 2%. This ratio has held consistently through every correction this cycle. Right now the S&P is sitting on its 200-day moving average, and if it loses that level, history says a 13-15% drawdown follows. That maps to Bitcoin in the low $70Ks, which lines up almost perfectly with the 2024 breakout retest zone. I'm not panicking, but I am watching that level closely.

VirtualBacon

22,765 views • 5 months ago

🇾🇪🇮🇱 Yemen just escalated the war They’ve launched missiles at Israel and are now threatening to block the Bab el-Mandeb Strait, a key global trade route. This is critical because that strait handles a major share of oil shipments to Europe. Last time it was disrupted, around 10% of flows were affected. Now combine that with tensions in the Strait of Hormuz, and you have 2 of the world’s main energy chokepoints at risk. If Bab el-Mandeb closes, ships reroute around Africa, driving up time, costs, and global prices. Yemen is also warning that any country supporting the U.S. or Israel could become a target. This is how a regional war could collapse the global economy. Source: worldhistorynetwork

🇾🇪🇮🇱 Yemen just escalated the war They’ve launched missiles at Israel and are now threatening to block the Bab el-Mandeb Strait, a key global trade route. This is critical because that strait handles a major share of oil shipments to Europe. Last time it was disrupted, around 10% of flows were affected. Now combine that with tensions in the Strait of Hormuz, and you have 2 of the world’s main energy chokepoints at risk. If Bab el-Mandeb closes, ships reroute around Africa, driving up time, costs, and global prices. Yemen is also warning that any country supporting the U.S. or Israel could become a target. This is how a regional war could collapse the global economy. Source: worldhistorynetwork

Mario Nawfal

346,131 views • 5 months ago

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

287,391 views • 20 days ago

It was great to have Jordi Visser back on the show to discuss macro breaking points - Iran War, energy shortages and AI disruption. His takeaway: Bitcoin is the best macro trade he's ever seen. Timestamps: 00:00 Do Our Leaders Have a Plan? 2:37 Iran, the Strait of Hormuz & Energy Markets 6:35 Helium Issues Rising 7:45 Strait of Hormuz Closure, Longer War Ahead? 9:44 Inflation Heading Back to 4–5% 10:39 How to Position as an Investor Right Now 13:51 AI Disrupting Industries 19:17 OnlyFans, Young People & the Broken Economy 21:36 How Deep Does AI Really Go? Jordi's Daily Practice 23:12 Rising Price of AI Chatbots 24:04 Intersection of AI & Bitcoin 26:32 Bitcoin Adoption 31:28 Risks and Opportunities

It was great to have Jordi Visser back on the show to discuss macro breaking points - Iran War, energy shortages and AI disruption. His takeaway: Bitcoin is the best macro trade he's ever seen. Timestamps: 00:00 Do Our Leaders Have a Plan? 2:37 Iran, the Strait of Hormuz & Energy Markets 6:35 Helium Issues Rising 7:45 Strait of Hormuz Closure, Longer War Ahead? 9:44 Inflation Heading Back to 4–5% 10:39 How to Position as an Investor Right Now 13:51 AI Disrupting Industries 19:17 OnlyFans, Young People & the Broken Economy 21:36 How Deep Does AI Really Go? Jordi's Daily Practice 23:12 Rising Price of AI Chatbots 24:04 Intersection of AI & Bitcoin 26:32 Bitcoin Adoption 31:28 Risks and Opportunities

Natalie Brunell ⚡️

176,688 views • 5 months ago

🇾🇪🇮🇷 The Houthis seized Yemen's entire coastline in 36 hours, Brent hit $108, and the Navy admitted it may abandon Bahrain for good Even the Russian Yemen specialists at Larry Johnson's seminar in Moscow didn't believe it at first. In a day and a half the Houthis reportedly took Mocha, then Hodeidah, then the islands at the mouth of Bab el-Mandeb, which means the second chokepoint on the world's oil now belongs to them outright. Oil answered the same day. Brent jumped almost seven dollars to $108 and mortgages crossed 7 percent. In Washington, the acting Navy secretary said Iran had blown the hell out of Bahrain and a task force is weighing whether the Fifth Fleet ever goes back. Larry's conclusion is the one nobody in the administration will accept: "Trump does not have a military option right now to open the Strait of Hormuz" The missiles sit in caves, the artillery covers the whole strait, and the IAEA just issued the same non-compliance finding that came right before the last war. SonofNewAmericanRevolution

🇾🇪🇮🇷 The Houthis seized Yemen's entire coastline in 36 hours, Brent hit $108, and the Navy admitted it may abandon Bahrain for good Even the Russian Yemen specialists at Larry Johnson's seminar in Moscow didn't believe it at first. In a day and a half the Houthis reportedly took Mocha, then Hodeidah, then the islands at the mouth of Bab el-Mandeb, which means the second chokepoint on the world's oil now belongs to them outright. Oil answered the same day. Brent jumped almost seven dollars to $108 and mortgages crossed 7 percent. In Washington, the acting Navy secretary said Iran had blown the hell out of Bahrain and a task force is weighing whether the Fifth Fleet ever goes back. Larry's conclusion is the one nobody in the administration will accept: "Trump does not have a military option right now to open the Strait of Hormuz" The missiles sit in caves, the artillery covers the whole strait, and the IAEA just issued the same non-compliance finding that came right before the last war. SonofNewAmericanRevolution

Mario Nawfal

311,722 views • 1 day ago

🇾🇪 Yemen's war just shifted sharply toward one of the most sensitive pieces of coastline on Earth. Houthi forces have broken through government-held territory west of Taiz, taking Hays and the strategic Khalid ibn al-Walid military camp as forces loyal to Tariq Saleh retreat along the Red Sea coast. The Houthis have also taken Mokha itself, representing one of their biggest territorial advances in years. And Mokha is not just another Yemeni city. It sits roughly 70 km north of Bab al-Mandab, the narrow entrance to the Red Sea and the shipping route that leads toward the Suez Canal. The Houthis have already shown how much disruption they can cause there with missiles and drones. A permanent military foothold farther south would move Houthi-controlled territory much closer to the strait itself. Mokha had been out of Houthi hands since 2017 and became the main base for Tariq Saleh's National Resistance Forces on the western coast. Its loss tears a major hole in the anti-Houthi front and leaves the map of western Yemen looking very different almost overnight. All of this is happening as the wider Yemen war heats up again, with Houthi attacks on Saudi oil infrastructure, Saudi-backed forces launching new offensives and thousands of civilians already displaced. For years, the Houthis threatened one of the world's busiest shipping routes from a distance. Now the front line itself is moving toward it. Sources: Arab News, AP, Al-Khabar Al-Yemeni / Writer: Julie

🇾🇪 Yemen's war just shifted sharply toward one of the most sensitive pieces of coastline on Earth. Houthi forces have broken through government-held territory west of Taiz, taking Hays and the strategic Khalid ibn al-Walid military camp as forces loyal to Tariq Saleh retreat along the Red Sea coast. The Houthis have also taken Mokha itself, representing one of their biggest territorial advances in years. And Mokha is not just another Yemeni city. It sits roughly 70 km north of Bab al-Mandab, the narrow entrance to the Red Sea and the shipping route that leads toward the Suez Canal. The Houthis have already shown how much disruption they can cause there with missiles and drones. A permanent military foothold farther south would move Houthi-controlled territory much closer to the strait itself. Mokha had been out of Houthi hands since 2017 and became the main base for Tariq Saleh's National Resistance Forces on the western coast. Its loss tears a major hole in the anti-Houthi front and leaves the map of western Yemen looking very different almost overnight. All of this is happening as the wider Yemen war heats up again, with Houthi attacks on Saudi oil infrastructure, Saudi-backed forces launching new offensives and thousands of civilians already displaced. For years, the Houthis threatened one of the world's busiest shipping routes from a distance. Now the front line itself is moving toward it. Sources: Arab News, AP, Al-Khabar Al-Yemeni / Writer: Julie

Mario Nawfal

108,820 views • 1 day ago

Bitcoin 2026 in Las Vegas is WEEKS away! We break down what's new (hint: AI!), what's changed, and why this year's conference is unlike any before. From a brand-new Deal Day to the 5th Annual Women of Bitcoin celebrating Senator Cynthia Lummis, this is your inside look at the biggest Bitcoin event of the year. 🎟️ Get discounted tickets → Use code: HODL at TIMESTAMPS: 00:00 Gearing Up For Bitcoin Conference 2026 2:23 What to Expect at Bitcoin 2026 6:25 AI, Emerging Tech & Bitcoin 6:51 Bitcoin 2026 Speakers 8:16 Bitcoin in a Bear Market 9:18 How the Bitcoin Conference Can Change Your Career 12:12 Women of Bitcoin: 5th Anniversary Updates 13:17 Honoring Senator Cynthia Lummis 15:27 Bitcoin for Corporations Symposium & Deal Day 16:45 Will President Trump be at Bitcoin 2026? 17:45 Governor Newsom and Bitcoin 18:14 Is the Bitcoin Conference Worth the Cost? 19:33 Bitcoin Conference Socializing 24:06 Retail Adoption & Bitcoin Treasury Companies

Natalie Brunell ⚡️

44,525 views • 5 months ago

HOUTHIS HIT ARAMCO FACILITY AT PORT OF JIZAN — ENTIRE SITE BURNING Right before the US elections. Right after the East-West Pipeline strike. Right after Saudi admitted production is at 1990 lows. The world is on fire. Fertilizer, petrochemicals, transport costs — all spiking. Food prices will follow. In a few months, people will starve. Saudi Arabia finds itself in a catastrophic situation. With the latest strike on the Abqaiq-to-Yanbu pipeline—which served as the last remaining route for oil exports following the blockade of the Strait of Hormuz—Saudi Arabia has essentially ceased exporting oil; Furthermore, it has already applied for a massive loan from the World Bank due to its dire economic state. The fall of the Bab al-Mandab Strait into Houthi hands represents yet another disaster of unprecedented proportions for the Saudis, who were already seeing 50% of their ships attacked and blocked. It is truly baffling to imagine how they will extricate themselves from this quagmire they have plunged into.

HOUTHIS HIT ARAMCO FACILITY AT PORT OF JIZAN — ENTIRE SITE BURNING Right before the US elections. Right after the East-West Pipeline strike. Right after Saudi admitted production is at 1990 lows. The world is on fire. Fertilizer, petrochemicals, transport costs — all spiking. Food prices will follow. In a few months, people will starve. Saudi Arabia finds itself in a catastrophic situation. With the latest strike on the Abqaiq-to-Yanbu pipeline—which served as the last remaining route for oil exports following the blockade of the Strait of Hormuz—Saudi Arabia has essentially ceased exporting oil; Furthermore, it has already applied for a massive loan from the World Bank due to its dire economic state. The fall of the Bab al-Mandab Strait into Houthi hands represents yet another disaster of unprecedented proportions for the Saudis, who were already seeing 50% of their ships attacked and blocked. It is truly baffling to imagine how they will extricate themselves from this quagmire they have plunged into.

Tomthunkit™

71,230 views • 23 hours ago

With all of the market uncertainty heading into August a lot of Crypto traders are at risk of getting shaken out on the smallest market dip. There is an 86% chance of a September 16th rate cut, so I expect a big Q4. Until then, we could be in for some chop, and if we are, I'll be ready to buy. This video will break down the major events coming over the next month and my investing strategy for August. 03:45 Trump Tariff Fears 07:33 Unemployment and Recession Fear 10:14 High Chance of Rate Cuts in September 15:01 Global Liquidty and Debt Crisis 19:01 August is a Week Month for Bitcoin Seasonality 20:05 Bitcoin Dominance Outlook 23:49 Bitcoin Price Outlook 29:17 Ethereum Chart Update 30:42 XRP Chart Update 32:18 Solana Chart Update 34:25 Other Large Cap Altcoins 35:52 BNB Chart Update 37:31 Cardano Chart Update

With all of the market uncertainty heading into August a lot of Crypto traders are at risk of getting shaken out on the smallest market dip. There is an 86% chance of a September 16th rate cut, so I expect a big Q4. Until then, we could be in for some chop, and if we are, I'll be ready to buy. This video will break down the major events coming over the next month and my investing strategy for August. 03:45 Trump Tariff Fears 07:33 Unemployment and Recession Fear 10:14 High Chance of Rate Cuts in September 15:01 Global Liquidty and Debt Crisis 19:01 August is a Week Month for Bitcoin Seasonality 20:05 Bitcoin Dominance Outlook 23:49 Bitcoin Price Outlook 29:17 Ethereum Chart Update 30:42 XRP Chart Update 32:18 Solana Chart Update 34:25 Other Large Cap Altcoins 35:52 BNB Chart Update 37:31 Cardano Chart Update

VirtualBacon

37,847 views • 1 year ago

🇾🇪🇸🇦 Elijah Magnier: The war in Yemen may be destroying America’s alternative to Hormuz Washington’s long-term answer to the Strait of Hormuz has a rather inconvenient problem: the alternative route is also becoming a battlefield. Veteran war correspondent Elijah Magnier says the renewed Saudi-Houthi war is increasingly about the Bab el-Mandeb, the chokepoint connecting the Red Sea to the Indian Ocean. Saudi Arabia can bypass part of the Hormuz problem by moving oil west toward Red Sea export terminals. But the Houthis can attack those terminals, target Saudi energy infrastructure and threaten shipping through Bab el-Mandeb. Magnier says that is exactly where the pressure is moving. Instead of opening another front directly against U.S. carriers, he expects the Houthis to concentrate on something everybody eventually notices: The price of oil. That creates an ugly strategic loop. Hormuz is restricted, so exporters look west. The western route runs toward the Red Sea. Yemen then threatens the Red Sea. Magnier says diesel and jet fuel are already tight, while the full economic consequences of disrupted energy flows have yet to arrive. “The real suffering hasn’t started. Wait for the winter.” The plan was to make Hormuz less important. Instead, the war may be making Bab el-Mandeb just as important. Elijah J. Magnier 🇪🇺

🇾🇪🇸🇦 Elijah Magnier: The war in Yemen may be destroying America’s alternative to Hormuz Washington’s long-term answer to the Strait of Hormuz has a rather inconvenient problem: the alternative route is also becoming a battlefield. Veteran war correspondent Elijah Magnier says the renewed Saudi-Houthi war is increasingly about the Bab el-Mandeb, the chokepoint connecting the Red Sea to the Indian Ocean. Saudi Arabia can bypass part of the Hormuz problem by moving oil west toward Red Sea export terminals. But the Houthis can attack those terminals, target Saudi energy infrastructure and threaten shipping through Bab el-Mandeb. Magnier says that is exactly where the pressure is moving. Instead of opening another front directly against U.S. carriers, he expects the Houthis to concentrate on something everybody eventually notices: The price of oil. That creates an ugly strategic loop. Hormuz is restricted, so exporters look west. The western route runs toward the Red Sea. Yemen then threatens the Red Sea. Magnier says diesel and jet fuel are already tight, while the full economic consequences of disrupted energy flows have yet to arrive. “The real suffering hasn’t started. Wait for the winter.” The plan was to make Hormuz less important. Instead, the war may be making Bab el-Mandeb just as important. Elijah J. Magnier 🇪🇺

Mario Nawfal

220,635 views • 3 days ago

AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation. 14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America. 16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support. 22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control. 25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one! 27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive. 29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech. 30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin. 35:30 - Biden/Harris has presided over the biggest inflation in the history of America. 38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace. 43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China. 44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile. 46:00 - He will commute the life sentence of Ross Ulbricht to time served. 46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before. Full transcript in next post. 👇

AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation. 14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America. 16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support. 22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control. 25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one! 27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive. 29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech. 30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin. 35:30 - Biden/Harris has presided over the biggest inflation in the history of America. 38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace. 43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China. 44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile. 46:00 - He will commute the life sentence of Ross Ulbricht to time served. 46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before. Full transcript in next post. 👇

Balaji

1,288,416 views • 2 years ago

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

Isabel Foxen Duke⚡️

35,495 views • 5 months ago

The first quantum-safe Bitcoin transaction has been mined on Mainnet, without changing the Bitcoin protocol. In the new Quantum Bitcoin Countdown episode, The Bitcoin Historian and Nathan Jeffay sit down with Avihu Levy ✨🐺 to unpack QSB: how it works, its limitations, costs, and what Bitcoin still needs before Q-Day. Tune in 👇 00:00 Cold open 01:00 Introducing Avihu Levy 03:34 How QSB came about 08:19 The limitations up front 11:47 Signatures without a protocol change 16:07 Robin Linus and Binohash 19:00 A quantum-safe spend 23:43 What wallets would have to hold 26:38 Size, cost and non-standard transactions 30:03 What QSB does to the debate 32:55 When a workaround becomes an excuse 35:05 The field of proposals 37:13 The coins that never move 41:57 Why he is optimistic 45:03 Rizzo and Nathan wrap up

The first quantum-safe Bitcoin transaction has been mined on Mainnet, without changing the Bitcoin protocol. In the new Quantum Bitcoin Countdown episode, The Bitcoin Historian and Nathan Jeffay sit down with Avihu Levy ✨🐺 to unpack QSB: how it works, its limitations, costs, and what Bitcoin still needs before Q-Day. Tune in 👇 00:00 Cold open 01:00 Introducing Avihu Levy 03:34 How QSB came about 08:19 The limitations up front 11:47 Signatures without a protocol change 16:07 Robin Linus and Binohash 19:00 A quantum-safe spend 23:43 What wallets would have to hold 26:38 Size, cost and non-standard transactions 30:03 What QSB does to the debate 32:55 When a workaround becomes an excuse 35:05 The field of proposals 37:13 The coins that never move 41:57 Why he is optimistic 45:03 Rizzo and Nathan wrap up

StarkWare 🥷

11,069 views • 10 days ago

Jerome Powell, why must you be so cruel? The latest FOMC meeting announced expectations of fewer cuts than expected in 2025. This sent the Stock and Crypto Markets tumbling, with Bitcoin going from $108K to under $97K in just 48 hrs. BUT, I think this is a massive opportunity. I still think we are in full bull market mode and this is just a correction. 01:59 - Bitcoin Trend Analysis 06:22 - How to survive volatility 09:43 - December FOMC Summary 10:36 - Why slow rate cuts is good 12:52 - Slow rate cut means no recession 16:51 - Unemployment Rate is falling, very good! 19:01 - Inflation is rising again, what this means for assets 20:48 - Money printing delayed until January 29 23:30 - Why money printing is inevitable in next few months 26:03 - US Debt can only be solved by money printing 28:03 - How to track money printer in next FOMC 35:28 - Summary

Jerome Powell, why must you be so cruel? The latest FOMC meeting announced expectations of fewer cuts than expected in 2025. This sent the Stock and Crypto Markets tumbling, with Bitcoin going from $108K to under $97K in just 48 hrs. BUT, I think this is a massive opportunity. I still think we are in full bull market mode and this is just a correction. 01:59 - Bitcoin Trend Analysis 06:22 - How to survive volatility 09:43 - December FOMC Summary 10:36 - Why slow rate cuts is good 12:52 - Slow rate cut means no recession 16:51 - Unemployment Rate is falling, very good! 19:01 - Inflation is rising again, what this means for assets 20:48 - Money printing delayed until January 29 23:30 - Why money printing is inevitable in next few months 26:03 - US Debt can only be solved by money printing 28:03 - How to track money printer in next FOMC 35:28 - Summary

VirtualBacon

110,423 views • 1 year ago

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs

Anthony Pompliano 🌪

52,702 views • 10 months ago

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

530,624 views • 2 months ago