Episode notes
Global long-yield rise vs. easing cycles; fiscal dominance and debt saturation
Fed cuts likely in September; inflation still >2%
Gold performance and the “trust migration” from fiat assets
Harvard endowment signal; Treasury long-bond buybacks funded by bills
Dalio’s “debt-induced heart attack” timeline
Bitcoin seasonality and volatility compression; SOV → MoE arc
Corporate BTC treasuries surpass 1M BTC; possible MSTR S&P 500 inclusion
ARC + Lightning progress; Bitcoin culture (“Killing Satoshi”)
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