189: Are Bitcoin Models Broken?

194: 150 Year Old Chart

Ep194 In this episode, we break down the week’s most viral Bitcoin stories and the macro forces shaking the markets — but the spotlight belongs to a forgotten 150‑year‑old chart that’s suddenly everywhere. The Samuel Benner Cycle, created in 1875, has eerily mapped past panics, pandemics, and market peaks with shocking accuracy… including 2020. Now it’s pointing straight at 2026 as a “peak year” and projecting the next major crisis window. We connect the dots between today’s weakening Bitcoin demand, massive ETF outflows, tightening macro conditions, and a century‑old cycle that refuses to die. If history rhymes, this episode is the warning shot.

193: Warsh Steps In

Ep 193  Kevin Warsh steps into the Federal Reserve with one of the most openly pro‑Bitcoin backgrounds we’ve ever seen — but he’s also a monetary hawk stepping into a hot inflation print. CPI jumps to 3.8%, Bitcoin rips above $81K before pulling back under $80K, and Strategy makes a major move with a $1.5B discounted debt buyback. A fast breakdown of the macro forces shaping Bitcoin this week.

192: Powell Out!

Ep192 Bitcoin enters May with momentum as price action pushes toward a major weekly close near $79K, ETF inflows surge, and institutional demand refuses to cool. But the headline shock of the week is Jerome Powell’s departure from the Federal Reserve — a move that injects fresh uncertainty into global markets and reshapes expectations for liquidity, rates, and risk assets. In this episode, we break down how Bitcoin reacted to the Fed shake‑up, why ETF flows remain a powerful tailwind, what’s driving renewed regulatory momentum in Washington, and how geopolitical tensions — from the Iran conflict to shifting macro sentiment — continue to influence the broader market. Episode 192 blends macro upheaval with on‑chain reality to show where Bitcoin stands as the financial narrative pivots once again.

191: Quantum Leap?

Ep191 A viral claim that the CIA created Bitcoin ignites Crypto Twitter, Elon Musk quietly positions X as a Bitcoin‑native financial layer, and we break down the real long‑term threat quantum computing poses to Bitcoin’s security. E. and Rick cut through the noise with high‑signal analysis on culture, infrastructure, and the future of the protocol — including what every day Bitcoiners may need to do as the network prepares for a post‑quantum world.

190: See-Saw

Ep 190 Bitcoin spent the week bouncing between bullish flows and regulatory drama. ETFs pushed BTC back above $73K, Washington revived the CLARITY Act, sentiment hit a fear extreme, and Saylor added another $330M to the stack. Plus, a macro shock as oil collapsed after a U.S.–Iran ceasefire. Topics: Bitcoin breaks above $73K on strong ETF inflows CLARITY Act gains momentum as Coinbase flips and regulators align Sentiment hits a 5‑week fear low — classic rebound setup MicroStrategy buys another $330M in BTC Macro Corner: Oil crash shifts inflation and liquidity expectations A week of volatility, whiplash, and narrative swings — the perfect Bitcoin see‑saw.