Episode notes
LIVE – Bitcoin just broke above $84,000 as spot Bitcoin ETFs pulled in nearly $550 million over two trading sessions and $50 million in leveraged shorts were liquidated in 24 hours. Wall Street is piling in — but who controls the keys?
In this Bitcast macro news update you'll see how the biggest Bitcoin stories fit together: we break down the ETF inflow surge, Strive's plan to buy 20,000 more Bitcoin, and SpaceX holding its entire 18,712 BTC position. You'll hear why JPMorgan projects 10% annual Bitcoin returns over the next 10–15 years, what that forecast actually means, and why institutional adoption still leaves the custody question unanswered. We also unpack the OCC's final GENIUS Act stablecoin rules, the fight over yield restrictions, and the latest Strategy outlook as AI debt concerns and Treasury buybacks put the wider financial system in focus.
We close on the sovereignty side: certificate-authority security failures, critical PHP vulnerabilities, compromised Tor exit relays, and what these stories reveal about the infrastructure we trust. Plus, Trezor's Safe 7 anniversary, Ledger's new Atom hardware wallet and Agent Intent system — where AI agents propose transactions and you approve them — and Coinbase Wallet's trading rewards. More financial access means more decisions about privacy, security, and control.
Subscribe for weekly Bitcoin-only education and live commentary: https://www.youtube.com/@BTCSessions
Follow on X for real-time takes: https://x.com/BTCSessions
Join the newsletter for the best Bitcoin reads of the week: https://btcsessions.ca
ALSO WATCH THE CO-HOSTS:
• Canadian Bitcoiners (Joey): https://www.youtube.com/@CanadianBitcoiners
• THE Bitcoin Podcast (Walker): https://www.youtube.com/@walkeramerica
• Brandon Gentile: https://www.youtube.com/@brandon_gentile
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In this Bitcast macro news update you'll see how the biggest Bitcoin stories fit together: we break down the ETF inflow surge, Strive's plan to buy 20,000 more Bitcoin, and SpaceX holding its entire 18,712 BTC position. You'll hear why JPMorgan projects 10% annual Bitcoin returns over the next 10–15 years, what that forecast actually means, and why institutional adoption still leaves the custody question unanswered. We also unpack the OCC's final GENIUS Act stablecoin rules, the fight over yield restrictions, and the latest Strategy outlook as AI debt concerns and Treasury buybacks put the wider financial system in focus.
We close on the sovereignty side: certificate-authority security failures, critical PHP vulnerabilities, compromised Tor exit relays, and what these stories reveal about the infrastructure we trust. Plus, Trezor's Safe 7 anniversary, Ledger's new Atom hardware wallet and Agent Intent system — where AI agents propose transactions and you approve them — and Coinbase Wallet's trading rewards. More financial access means more decisions about privacy, security, and control.
Subscribe for weekly Bitcoin-only education and live commentary: https://www.youtube.com/@BTCSessions
Follow on X for real-time takes: https://x.com/BTCSessions
Join the newsletter for the best Bitcoin reads of the week: https://btcsessions.ca
ALSO WATCH THE CO-HOSTS:
• Canadian Bitcoiners (Joey): https://www.youtube.com/@CanadianBitcoiners
• THE Bitcoin Podcast (Walker): https://www.youtube.com/@walkeramerica
• Brandon Gentile: https://www.youtube.com/@brandon_gentile
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Hit the bell so you never miss a live show.
Like this video if you think more people need to hear this.
Drop your questions in the chat — we read them live.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
FOLLOW BTC Sessions on X: x.com/BTCsessions
———————————
SHOW SPONSORS:
BITCOIN WELL BUY BITCOIN
https://qrco.de/bfiDC6
ABUNDANT MINES:
https://qrco.de/bgYKPB
HODLHODL NO KYC P2P EXCHANGE
https://hodlhodl.com/join/BTCSESSION
DEBIFI LOANS
https://qrco.de/bfiDCp
STAMP SEED TITANIUM BACKUP
https://www.stampseed.com/products/titanium-seed-stamping-kit
Use promo code BITCAST for 15% off site wide
CASA COLLABORATIVE MULTISIG
https://casa.io/sessions
Use promo code SESSIONS for 10% off your first year
BOOK Private Sessions with Nathan, Ben and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
Visit btcmentor.io
