New episode! This week I take some time responding to Luke Gromen’s mid-level take on Bitcoin’s Quantum Computing risk. And it’s packed full of other news of the week. Enjoy! 🍻 https://fountain.fm/episode/572orJ6yuCR8W18h2NBn

I got a lucky shot while checking out the food damage in Washington.

Fresh TWiB: I try to make the case: why the Fed had to cut rates, and why it’s going to kill the four year cycle for Bitcoin. Plus my thoughts on what I’m calling baby-QE. https://fountain.fm/episode/EOObZmKyTCz2UM5wEnf0

Fresh TWiB! I think this is an important one and explains why some big macro investors are hedging for a bad bear market. https://fountain.fm/episode/qBmPOFvmB6HalsJo4AaB

Maybe now, as whales have sold accordingly. But I try to make the case that 2026 could break that.