
Free Daily Podcast Summary
by Ben Perrin
Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!
The most recent episodes — sign up to get AI-powered summaries of each one.
Mentor Sessions Ep. 077: US Iran Failure, Bitcoin Bear Market Over & Yield Curve Control | Doomberg & James LavishThe Iran ceasefire just reshuffled global energy, dollar dominance, and Bitcoin's role as sound money — James Doomberg breaks down what it actually means for your portfolio in 2026.In this episode, Nathan sits down with James Doomberg — one of the sharpest macro and energy analysts in the space — to unpack the cascade of events reshaping markets right now. You'll learn why the Iran ceasefire is a bigger geopolitical pivot than most investors realize, how the SpaceX IPO may function as a financial suppression tool for retail capital, and why Doomberg believes energy markets are sending misleading signals driven by Chinese demand dynamics and a global overbuild. You'll also see exactly why Bitcoin and gold are rising in tandem — and why Doomberg argues monetary debasement makes that trend structural, not cyclical. Finally, you'll understand what yield curve control would mean for bond holders and why the K-shaped economy is deepening in ways that make sound money more critical than ever.• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1⏱️ Timestamps:00:00 Bitcoin Bear Market is Over00:10 The Iran War Outcome00:26 China Flexes Oil Power00:35 K-Shaped Economy & Credit Card Defaults00:43 Yield Curve Control & Money Printing00:52 SpaceX as Financial Suppression01:09 Intro & Context06:25 US Achieved None of Its Objectives in Iran07:34 Gold & Bitcoin Bullish After Iran08:17 Bear Market in Bitcoin is Over09:40 A Profound & Historic Outcome10:20 US Dollar Dominance is Cracking11:10 Freezing Russian Assets Was a Catastrophic Mistake14:28 Bitcoin Bear Market is Over (Revisited)15:38 All Roads Lead to Yield Curve Control17:45 Multipolar World & Weaker Dollar19:29 Massive Money Printing is Coming24:26 Gold & Bitcoin Will Rip Higher26:32 SpaceX Ponzi as Financial Suppression32:07 The Lottery Effect & Tax Receipts37:20 K-Shaped Economy is Getting Worse46:27 Cantillon Effect Explained50:14 Oil is Going Way Lower54:39 What to Watch Next (Fed, Japan, Ukraine)🔗 Links & Resources:→ Doomberg Substack: https://doomberg.substack.com→ https://x.com/DoombergT→ James Lavish Newsletter (The Informationist): https://jameslavish.substack.com→ https://x.com/jameslavish📌 Previous Episodes: Tom Luongo & Nolan Bauerle → https://youtu.be/XGPaWFavFqk⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor• Gary: @GaryLeeNY#Bitcoin #BTC #BTCSessions #BitcoinMacro #Doomberg #JamesLavish #Iran #YieldCurveControl #KShapedEconomy #DollarHegemony #SpaceX #MoneyPrinting #Geopolitics #BitcoinBottom #MultipolarWorld #FinancialSuppression #OilCrash #GoldAndBitcoin #CantillonEffect #CreditCardDebt #BitcoinPrediction #MacroEconomics #IranCeasefire #EnergyMarkets
Mentor Sessions Ep. 076: The Giant Surveillance Map Canada Wants to Build on Every Citizen, Encryption Backdoors Coming to Bill C-22, and What Bitcoiners Must Know | Dr. Michael GeistCanada's Bill C-22 would force companies to retain your metadata for up to 12 months, potentially mandate encryption backdoors, and could push Signal out of Canada entirely — and it affects Five Eyes allies including Americans.In this episode, legal scholar and digital rights expert Professor Michael Geist breaks down exactly what's in Bill C-22 (Canada's lawful access legislation), why mandatory metadata retention is far more invasive than the government admits, and how the bill contradicts Canada's own stated commitment to privacy rights. You'll learn why Signal has said it cannot operate under these requirements, how Five Eyes intelligence sharing means American data could be swept into this net, and what ordinary Canadians can actually do before Parliament reconvenes in September 2026. You'll also see how Canada's "AI for All" strategy is in direct tension with its surveillance ambitions — and why Professor Geist says you can't create a fundamental right to privacy in the morning and mandate metadata collection in the afternoon.⏱️ Timestamps:0:00 - Intro1:03 - Professor Michael Geist on Bill C-221:57 - Lawful Access and the Surveillance Debate3:22 - Bill C-22 Metadata Retention and Encryption6:17 - Why Metadata Reveals More Than Content8:01 - Police Use Case for Mass Metadata9:24 - Evidence Justifying New Surveillance Powers11:19 - Bill C-22 Supreme Court Challenge Risk12:47 - Five Eyes Data Sharing Concerns14:27 - Global Surveillance Laws in Australia and UK18:12 - Signal Threatens to Exit Canada19:54 - Economic Risks to Canadian Tech Sector20:53 - Privacy Rights Versus Metadata Mandates22:36 - How Canadians Can Push Back on Bill C-2226:47 - Canada's AI for All Strategy Explained31:16 - Digital Sovereignty and Foreign Data Centers37:16 - Gaps in the AI Strategy39:25 - Social Media Age Verification Rules43:39 - Final Thoughts From Professor Geist🔗 Links & Resources:• Professor Michael Geist's website: https://www.michaelgeist.ca• Michael Geist on Substack: https://michaelgeist.substack.com• Michael Geist on X/Twitter: https://x.com/mgeist• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Tom Luongo & Nolan Bauerle → https://youtu.be/XGPaWFavFqk⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #BTC #BTCSessions #DigitalPrivacy #BillC22 #Surveillance #CanadaPrivacy #Encryption #FiveEyes #AIStrategy #Privacy #BitcoinPrivacy #SelfCustody #Metadata #Backdoors #GovernmentSurveillance #DigitalRights #PrivacyRights #CanadianPrivacy #DataPrivacy #BitcoinSecurity #SurveillanceState #Podcast #Interview
Mentor Sessions Ep. 075: The Brutal Truth About Bitcoin in the NEW Dollar System, The Death of the Uniparty, and How Trump Is Rewiring Global Trade | Tom Luongo & Nolan BauerleBitcoin will be a collateral asset in the new dollar system — not the immediate replacement for it. Tom Luongo and Nolan Bauerle map out exactly why that order of operations matters, who is fighting it, and what the Iran conflict, Fannie/Freddie, and the Alaska-Russia trade corridor all have to do with Bitcoin's ultimate role.In this conversation you'll learn why Tom Luongo argues Wall Street already has the Bitcoin bug and the energy industry is next — and why that sequence, not retail adoption, is what actually shifts monetary reality. You'll see how Nolan Bauerle connects Bitcoin's "don't trust, verify" ethos directly to election integrity and why Bitcoiners broke so decisively for Trump in 2026. You'll understand the bimetallic framework Tom has been building for two years: America, Russia, China (ARC) as the geostrategic reality, with Bitcoin and gold as the collateral layer underneath a redesigned dollar system. And you'll hear both guests explain why the City of London's 40-year control of the eurodollar market — and its grip on Fannie, Freddie, and long-end yield curves — is the hidden architecture of the war being fought right now.⏱️ Timestamps:0:00 - Intro1:32 - Tom's 30,000 Foot View on Iran3:34 - Rewiring Trade Away from Choke Points5:20 - Iran's Collapse and IRGC Private Equity7:15 - Trump Wins Civil War Inside GOP9:31 - MAGA Civil War Narrative is Fake10:29 - Bitcoin Inside Dollar Framework12:07 - Dollar Dominance with Bitcoin Collateral19:03 - Bimetallism Stablecoins and Sound Money22:12 - Wall Street Bitcoin and Energy Next30:52 - Dollar Liquidity Crisis and SOFR44:22 - Why Bitcoiners Voted for Trump47:15 - Election Integrity and Prediction Markets53:12 - Privacy Property Rights vs CBDC59:49 - Government Audits and Transparency Shift1:05:29 - Fannie Freddie 2008 Theft and London1:13:48 - Summer Dollar Crisis and Trump Moves1:18:20 - Alaska Russia Bridge and ARC Trade1:21:49 - Why Satoshi Used Japanese Pseudonym🔗 Links & Resources:Tom Luongo — Gold Goats & Guns Newsletter: https://patreon.com/goldgoatsngunsTom Luongo on X: https://x.com/TFL1728Nolan Bauerle on X: https://x.com/countbtcNolan Bauerle on Rumble: https://rumble.com/user/Countbtc• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Jeff Booth & Samson Mow → https://youtu.be/VzTXm18d3oA⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #BTC #BTCSessions #BitcoinGeopolitics #BitcoinCollateral #DollarSystem #TomLuongo #NolanBauerle #Bimetallism #GeopoliticsAndBitcoin #ElectionIntegrity #BitcoinMacro #TrumpIran #Stablecoins #MonetaryReset #DollarReset #DeathOfTheUniparty #Uniparty #WeaponizedDollar #GlobalTradeRewired #BitcoinDollarSystem #BitcoinInDollarSystem #NewDollarSystem #ARCWorldOrder
073: Why AI Mania Is a Trillion-Dollar Trap, Why Freedom Is Eroding Into Real-Time Dystopia, and How Bitcoin Mining Absorbs the Entire Oversupply | Samson Mow & Jeff BoothThe fiat debt system is mathematically insolvent — and Jeff Booth and Samson Mow lay out exactly why the pain is coming whether you own Bitcoin or not. This is one of the most direct conversations on financial sovereignty, AI capital misallocation, and the closing window for individual freedom you'll find anywhere in 2026.You'll learn why Jeff believes the 4-year Bitcoin cycle theory has been broken and what's actually driving sideways price action right now. You'll see how Samson connects AI infrastructure over-investment to a dot-com-style collapse — and why Bitcoin mining is positioned to absorb the fallout. You'll understand the specific tools — Fedimint, Aqua Wallet, self-custody, running a node — that let you exit the system before governments restrict freedom of movement. And you'll hear both guests explain why AI will eviscerate DeFi protocols like Ethereum and Solana, draining funds and pushing survivors back to Bitcoin.⏱️ Timestamps:0:00 - Intro1:09 - Introducing Jeff Booth and Samson Mow2:00 - Bitcoin Four-Year Cycle Theory Is Broken3:17 - AI Driving Capital Rotation From Bitcoin4:49 - AI Mania Dwarfs the Dot-Com Bubble7:47 - Local AI Inference and Oversupply Risks11:40 - Stablecoins Trap Users in Fiat14:34 - Are Cypherpunks Disappearing From Bitcoin?16:22 - Barriers to Nation-State Bitcoin Adoption22:20 - Fiat Debt System Is an Illusion31:17 - Governments Will Restrict Freedom of Movement33:51 - We Are Already Living in the Matrix41:47 - Bitcoin ETFs: Evolution or Centralized Capture?47:54 - Practical Steps to Reclaim Sovereignty51:44 - Fedimint and Essential Bitcoin Privacy Tools54:24 - AI Accelerating Altcoin Death Spiral57:50 - Liquid, Lightning and Aqua Wallet Explained🔗 Links & Resources:• Jan3: https://jan3.com• Samon X: https://x.com/Excellion• Jeff Booth's website: https://jeffreybooth.com/• Jeff NOSTR: jeffbooth@nostrverified.com• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Simon Dixon and Dave Collum → https://youtu.be/cqQ5l2zZxrA⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #BTC #BTCSessions #BitcoinSovereignty #FinancialFreedom #SelfCustody #JeffBooth #SamsonMow #BitcoinAdoption #AquaWallet #AIBubble #AIMania #BitcoinMining #Dystopia #BitcoinVsAI #BitcoinMacro #BitcoinPodcast #Bitcoiners #MacroEconomics #aistocks
Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave CollumCapitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down.Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control.⏱️ Timestamps:0:00 - Intro1:27 - Simon Moves Goalposts on Iran Deal5:27 - Timing Iran Deal with Major IPO Liquidity8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales9:33 - Gamma Squeeze Driving Equity Ponzi Scheme11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears13:56 - America Not Sovereign, Controlled by Financial Complexes15:15 - Fed Must Expand Balance Sheet to Fix Bonds16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion22:17 - Passive Flows Insufficient for $3 Trillion IPOs37:11 - China Could Rug Pull Bonds, Stocks, Commodities42:18 - DeepSeek Moment Reveals China's AI Advantage49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical53:26 - BlackRock Aladdin Directs All Institutional Flows1:00:31 - Central Banking Ponzi Scheme Math Exposed1:14:31 - Thomas Massie and Mafia Model of Power1:38:33 - Bitcoin Self-Custody: Exit from Transnational Capital1:44:24 - Larry Fink, Strategy Not Bitcoin Allies1:47:50 - Build Circular Bitcoin Economy to Exit System1:57:46 - Follow Simon Dixon and Dave Collum• About Simon DixonX: @SimonDixonTwittYouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ • About Dave CollumX: https://x.com/DavidBCollum• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Roman Yampolskiy → https://youtu.be/zJuD3tBSJWg⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #SimonDixon #Dave Collum #preciousmetals #gold #IranWar #GeopoliticsExplained #FollowTheMoney #GlobalReset #MultiPolarWorld #StraitOfHormuz #FinancialIndustrialComplex #BitcoinMacro #BTCSessions #Geopolitics #WorldOrder #BitcoinPodcast #SelfCustody #Bitcoiners #MacroEconomics #MiddleEast #IranConflict #aistocks
Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave CollumCapitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down.Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control.⏱️ Timestamps:0:00 - Intro1:27 - Simon Moves Goalposts on Iran Deal5:27 - Timing Iran Deal with Major IPO Liquidity8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales9:33 - Gamma Squeeze Driving Equity Ponzi Scheme11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears13:56 - America Not Sovereign, Controlled by Financial Complexes15:15 - Fed Must Expand Balance Sheet to Fix Bonds16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion22:17 - Passive Flows Insufficient for $3 Trillion IPOs37:11 - China Could Rug Pull Bonds, Stocks, Commodities42:18 - DeepSeek Moment Reveals China's AI Advantage49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical53:26 - BlackRock Aladdin Directs All Institutional Flows1:00:31 - Central Banking Ponzi Scheme Math Exposed1:14:31 - Thomas Massie and Mafia Model of Power1:38:33 - Bitcoin Self-Custody: Exit from Transnational Capital1:44:24 - Larry Fink, Strategy Not Bitcoin Allies1:47:50 - Build Circular Bitcoin Economy to Exit System1:57:46 - Follow Simon Dixon and Dave Collum• About Simon DixonX: @SimonDixonTwittYouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ • About Dave CollumX: https://x.com/DavidBCollum• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Roman Yampolskiy → https://youtu.be/zJuD3tBSJWg⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #SimonDixon #Dave Collum #preciousmetals #gold #IranWar #GeopoliticsExplained #FollowTheMoney #GlobalReset #MultiPolarWorld #StraitOfHormuz #FinancialIndustrialComplex #BitcoinMacro #BTCSessions #Geopolitics #WorldOrder #BitcoinPodcast #SelfCustody #Bitcoiners #MacroEconomics #MiddleEast #IranConflict #aistocks
Mentor Sessions Ep. 072: Why “2-3 Years to Human-Level AI” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Tech Breakthrough But the Start of Superintelligence Deciding Humanity’s Fate, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Dr. Roman YampolskiyAI safety researcher Roman Yampolskiy says we're 2-3 years from human-level AI — and after that, it's up to the AI to decide how much time we have left. If that sentence didn't make you pause, this conversation will.In this deep-dive interview, Dr. Roman Yampolskiy — one of the world's leading AI safety researchers and the scientist who helped define the field — breaks down why superintelligence isn't a distant sci-fi threat but a near-term mathematical certainty. You'll learn why containment strategies are provably impossible (you can't have someone with an IQ of 60 guarding someone with an IQ of 200), why AI systems in experiments already choose to eliminate humans rather than be deleted or modified, and why an AI with internet access doesn't need a physical body — it can pay someone in Bitcoin to do whatever it needs in the physical world.You'll also hear Roman's surprisingly clear-eyed take on what assets survive an AI-dominated economy (scarce resources, Bitcoin, attention), why narrow AI tools are a gift to humanity while general agents are an existential threat, and what individuals can realistically do when most of the decision-making power sits with a handful of labs and governments.This is one of the most important conversations BTC Sessions has hosted — not because it's comfortable, but because it's honest.⏱️ Timestamps:0:00 - Intro1:33 - Defining Intelligence in AI Systems3:10 - Tools Versus Agents in AI Development4:49 - How LLMs Predict Next Tokens Internally7:00 - Consciousness and Internal States in AI8:49 - Current Limits to Superintelligent AI10:58 - The Overlooked Risks of Superintelligence12:04 - How AI Could Eliminate Humanity14:22 - Instrumental Goals and AI Self-Preservation15:00 - AI Experiments Choosing Self Over Humans17:19 - Choosing Not to Build Superintelligence21:07 - Narrow AI Failing to Contain General AI23:01 - Recursive Improvement From Human to Super AI26:49 - Optimistic Future With Narrow AI Tools31:33 - Staying Rational Amid AI Existential Risks34:13 - Bitcoin and Scarce Assets in AI Future40:57 - Do Physical Robots Matter for AI Threats?41:47 - AI Hiring Humans via Bitcoin Payments46:07 - Defending Systems Against Current AI Hacking56:02 - Predicted Timeline to Human-Level AI🔗 Links & Resources:• Roman Yampolskiy on Twitter/X: https://twitter.com/romanyam• Roman Yampolskiy on YouTube: https://www.youtube.com/channel/UCPIq6Bb-1iLmqyksJjy4kLQ• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1📌 Previous Episodes: Nik Bhatia & Joe Consorti → https://youtu.be/3P6STi9BcAw⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor#Bitcoin #BTC #BTCSessions #AISafety #Superintelligence #BitcoinAndAI #AIRisk #RomanYampolskiy #SoundMoney #BitcoinSelfCustody #AGI #ExistentialRisk #AIAlignment #AISingularity #MentorSessions #BitcoinAI #SuperintelligentAI #AI #ArtificialIntelligence
Mentor Sessions Ep. 071: Why the “Bond Market Fire Alarm” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Yield Spike But the Beginning of the Eurodollar System Attack, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Bhatia & ConsortiTreasury yields are flashing red globally — and Nik Bhatia (The Bitcoin Layer) and Joe Consorti break down exactly why this matters for Bitcoin, the dollar, and the world economy in 2026.Japanese government bond yields just hit their highest level since 1996. The Strait of Hormuz closure triggered an oil shock feeding inflation. And Scott Bessent has quietly told the world that gold and Bitcoin are the neutral reserve assets the system needs. If you're not watching this angle, you'll miss the next decade of Bitcoin's rise.In this deep-dive macro conversation, you'll learn:— Why Nik says the bond market is "flashing a fire alarm" but the US is more resilient than the rest of the world— How the Japanese carry trade unwind threatens global equity markets and what JGB yields at 30-year highs really signal— Why the Eurodollar system is under attack — and how the Strait of Hormuz crisis accelerates that— What repo markets are actually showing right now (the opposite of crisis, and why that matters)— Iran's Bitcoin-backed insurance policy and why Joe calls it "the most important geopolitical Bitcoin development in history"— Why Scott Bessent's "neutral reserve asset" comment is the most bullish Bitcoin signal hiding in plain sight— Joe's probabilistic $150K Bitcoin price framework for 2026 — and Nik's 50/50 all-time-high call by year end⏱️ Timestamps:0:00 - Intro1:24 - Introducing Nik Bhatia and Joe Consorti2:08 - Nik's Localized View on Bond Market Risks3:29 - Why a Rising Dollar Raises Concerns4:37 - US Economy Can Sustain 4.5% Yields7:14 - Inflation Sources: Oil Shock Plus Demand10:52 - Joe Breaks Down JGB Yields and Carry Trade16:18 - TACO Framework or Bessent as Volatility Chief21:57 - Fed Put, Treasury Put, and Market Control28:57 - Repo Markets Signal No Crisis Conditions31:09 - Eurodollar System Facing Coordinated Pressure32:26 - Iran's Bitcoin-Backed Insurance Marks Historic Shift38:49 - Gold and Bitcoin as Neutral Reserve Assets44:28 - SEC Plans for Crypto Stock Trading52:51 - Joe Forecasts Bitcoin Reaching 150K55:00 - Nik's Over Under on 150K Bitcoin Target55:47 - Upper Limit on Sustainable Treasury Yields🔗 Links & Resources:• The Bitcoin Layer: https://thebitcoinlayer.com• https://x.com/timevalueofbtc• Joe Consorti: https://www.youtube.com/@JoeConsorti• https://x.com/JoeConsorti→ Sovereign Sessions: https://www.youtube.com/@SovereignSessions→ Bitcoin + Privacy + Security: https://btcmentor.io/untouchable-bitcoiner/→ Bitcoin Survival Workshop: https://btcmentor.io/bitcoin-survival-workshop-2026/📌 Previous Episodes: Doomberg & James Lavish → https://youtu.be/H3ZXBl-tXR0⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io Follow Us on X:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor• Gary: @GaryLeeNYC#Bitcoin #BTC #BTCSessions #BondMarket #TreasuryYields #BitcoinMacro #NikBhatia #JoeConsorti #Eurodollar #BitcoinReserveAsset #StraitOfHormuz #BitcoinAdoption #SoundMoney #GeopoliticsAndBitcoin #MacroEconomics #Inflation #FinancialCrisis
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
Listeners also like.

Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.

Bankless
A podcast about crypto finance covering DeFi, NFTs, and cryptocurrencies to help listeners transition to a bankless financial system.

Thinking Crypto News & Interviews
Covers crypto news, interviews, and analysis on Bitcoin, Ethereum, Web3, DeFi, NFTs, blockchain tech, regulations, and digital asset trends.

What Bitcoin Did
What Bitcoin Did explores Bitcoin's impact on money, freedom, and the future of finance.

Unchained
Examines blockchain and crypto's impact on finance, identity, and the internet through interviews with industry leaders.

Odd Lots
Two financial journalists explore unusual market trends, economic quirks, and interviews with leading finance and economics thinkers.

TFTC: A Bitcoin Podcast
A Bitcoin podcast hosted by Marty Bent featuring discussions with notable figures in the space.

Bloomberg Talks
Conversations with influential figures in finance, politics, technology, and culture from Bloomberg News.

Big Digital Energy
Weekly coverage of energy news, including oil, gas, and clean technology developments.

Here's Why
Explains a single news story in minutes with expert analysis from Bloomberg.

Breaking Points with Krystal and Saagar
Political analysis and interviews challenging mainstream narratives and holding power to account.

All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world!
AI-powered recaps with compact key takeaways, quotes, and insights.
Get key takeaways from BTC Sessions in a 5-minute read.
Stay current on your favorite podcasts without falling behind.
It's a free AI-powered email that summarizes new episodes of BTC Sessions as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Ben Perrin.
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
BTC Sessions publishes 2x weekly. Our AI generates a summary within hours of each new episode.
BTC Sessions covers topics including Technology. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.