Episode notes
- Bitcoin is mired in a record 13-day ETF outflow streak and wicked down near 59K before recovering to the low 60s
- Multiple on-chain bottom signals are flashing: coins held at a loss exceeding coins in profit, a touch of the 200-week moving average, and long-term holder supply near an all-time high at 16.3 million coins
- Each bear market is getting milder, with roughly 50% of addresses still in profit at this cycle's low versus about 35% back in 2015
- Brady and John argue the AI IPO supercycle (OpenAI, Anthropic, SpaceX) is vacuuming up risk capital and is the largest competing claim Bitcoin has faced to date
- Pierre Rochard, Nik Bhatia, and Mark Moss all frame the drawdown as repricing and AI competition rather than broken fundamentals
- JPMorgan, Bank of America, and Citi announced a shared tokenized deposit network through The Clearing House, a closed bank ledger that has nothing to do with Bitcoin
- Better and Coinbase issued a Fannie Mae-backed mortgage letting a Michigan couple pledge Bitcoin as collateral without selling, avoiding capital gains while keeping upside
- Fed cut odds stay murky after a strong jobs print, with Kevin Hassett arguing growth doesn't require hikes and Trump publicly pushing for cuts
- The hosts float a speculative, unverified theory that DOJ-seized Bitcoin from operations in Cambodia, Venezuela, and Iran may be quietly hitting the market
- Brady and John make the case that Bitcoin thrives in an AI future as deflationary money for an emerging autonomous machine economy
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