109: Market Forced Peace

Everyone expected energy markets to explode. Instead, the Iran deal exposed a deeper signal: oil, debt, inflation, and the Fed now define the limits of American power. Bitcoiners can’t afford to look away.

Episode Links

• ⚡ Boost from the Web
• 🇺🇸 Buy Sats on River - The best way to stack in the US
• 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
• ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
• 🏦 Fold Card - Pay bills Stack Sats
• 💵 SALT Lending - Get access to your BTC Value w/out Selling

Show Notes

• Consumer Inflation Up Over 4%
• Annual CPI Inflation Surges to 4.2%
• Consumer Price Index Summary: May 2026
• Consumer Debt Rises Amid Worsening K-Shaped Divide
• Explaining the K-Shaped Economy
• Bitcoin Bulls Eye Yield-Curve Control
• Surging Dollar Revives Plaza Accord Talk
• Bitcoin’s War Rally Challenges the Digital Gold Narrative
• Bitcoin Steadies as Iran War Worries Ease
• Bitcoin as Hard Money Backed by Energy
• BlackRock’s BITA and Institutional Bitcoin Demand
• BlackRock Reveals New Income ETF
• BlackRock Expands Bitcoin Premium Income ETF Offering
• Erica Downs Testimony
• Energy Stockpiling as a China Strategic Warning Indicator
• Michael Saylor Faces Market Revolt as Bitcoin Premium Sinks
• Why the World Didn’t Have an Oil Crisis
• Trump Secretly Approved Qatar-Iran Cash Deal
• Five Takeaways from Kevin Warsh’s First Fed Meeting
• Chairman Warsh Abstains from Rate Forecast
• June Fed Meeting Statement Changes
• SpaceX Stock Loses Momentum After Rally
• Markets React to Kevin Warsh’s First Fed Meeting
• Iran to Define Hormuz Future with Oman and Gulf States
• Bitcoin Mining Difficulty Set for Major Downward Adjustment
• SpaceX Joins Public Bitcoin Leaderboard with 18,712 BTC
• Alby Hub 1.23: Ark Backend, JIT Channels, Cards Page

Music:

• No Shot By: John Trainum