Zachary X

Bitcoin is the future!
#Bitcoin

[Stephan Livera @stephanlivera]

Lyn Alden: BIP 110, Bitcoin Cycles, Fiscal Dominance, AI Trade | SLP757
@lynaldencontact of @egodeathcapital rejoins me on the show. We talk BIP110, the Bitcoin cycle, Fiscal dominance, Interest rates, the AI trade and @orangejuice_btc.

Timestamps:
01:34 — BIP 110 Won't Stop Spam
04:16 — Bitcoin Faces August Chain Split Risk
11:32 — Bitcoin in Bottom Decile of Cycle
14:57 — Nothing Stops This Fiscal Train
17:24 — Why Volcker Can't Work Today
21:22 — Higher Rates Won't Break the System
24:04 — Net Issuance Matters, Not Gross Refi
26:54 — Fed Balance Sheet Stays Flattish
32:16 — Broad Money Grows Despite Flat Fed
35:25 — US Money Supply Growth Hits 5-8%
38:11 — Fiscal Dominance: Who Wins the Money?
41:10 — Why Semiconductors Print Money
44:33 — Software Stocks: Value Trap or Opportunity?
46:51 — AI Is the New Dot-Com Bubble
51:20 — Orange Juice: Bitcoin-Backed Business Buyer
57:17 — Permanent Capital Vehicle, Not a Fund
58:59 — Founders Keep Equity Upside After Sale

[Stephan Livera @stephanlivera]

Suitcoiners understand Bitcoin better than the BIP110 blockchain Karens.

[Simply Bitcoin @SimplyBitcoin]

Uncanny.

Buy Bitcoin 500 days before the halving. Sell 500 days after. Repeat.

Tops landed 526 days after 2016, 545 after 2020, 535 after 2024. This cycle hit right on schedule.

Bitcoin is down over 50 percent from it since.

[Zachary X @ZaxAdventures]

@isabellasg3 @Wise Yeah they're so full of crap. They closed one of my client's account just because he was also into Bitcoin.

[Zachary X @ZaxAdventures]

@minbets @stephanlivera @SullyMichaelvan

[Radar.Chat @RadarChat]

Why build Radar now?

It’s about changing the user experience - and making Bitcoin a natural part of everyday life.

Hear @sethforprivacy break down the vision with @stephanlivera.👇 Then give it a try at https://t.co/QpugIOfO3p! ⚡️

[Stephan Livera @stephanlivera]

Bitcoin Desire Hits 8-Year Low | Michael Sullivan SLP756

Bitcoin desire has fallen to an eight-year low, a contrarian signal that historically aligns with market bottoms rather than tops.

@SullyMichaelvan, an engineer and author, applies machine learning to individual X accounts to track granular Bitcoin emotions and moods over time. He examines how entry eras shape lasting narratives, why pro-BIP 110 cohorts show strikingly low conviction, how individual tracking avoids bot pollution, and why boredom plus infighting often mark optimal accumulation zones.

01:44 — Conviction Isn't Bullish or Bearish
07:05 — Why Individual X Tracking Beats Bots
09:53 — Desire Peaks Flag Bull Market Tops
11:49 — Bitcoin Desire Hits 8-Year Low
16:27 — New Bitcoiners Angriest Right Now
21:00 — Bitcoin Entry Era Shapes Your Views Forever?
22:48 — BIP 110 Backers Show Strikingly Low Conviction
25:33 — Pro-BIP 110 Group Lives in Its Own Bubble
28:39 — BIP110 Brigading Creates Fake Consensus
31:57 — OGs Optimistic, Plebs Stay Angry
37:13 — X Algo Shift Sparks Bitcoin Optimism
39:57 — Why Sentiment Metrics Fail for Trading
41:55 — Boredom and Infighting Signal Bitcoin Bottom

[Stephan Livera @stephanlivera]

James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755

@_Checkmatey_ of @_checkonchain, joins me to break down the current cycle through on-chain data and market psychology. We’ve seen sales from ETFs and some Treasury Companies, but spot demand remains in a shallow bear market.

Check examines why short-term holders flipped into high-conviction buyers, 53K realized price might be a floor and the Pareto distribution among Bitcoin treasury companies.

Timestamps:
00:56 — Last Day of Bear Feels Worst
03:26 — Time Pain Grinds Out Weak Hands
05:53 — Shallowest Bear Market Ever Seen
08:53 — Spot Buyers Saving Bitcoin From Zero
11:14 — Short-Term Holders Are Now Smart Money
15:28 — July Bear Bottom: 8-Method Average
18:50 — 53K Realized Price Now the Floor
23:00 — Buy Bottom 15% and Just DCA
28:30 — The AI Trade
30:46 — Bitcoin and Gold Share a Rare Moat
35:23 — Will Most Bitcoin Treasuries Fail?
37:37 — MSTR's Sale of Bitcoin
41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule
47:30 — Bitcoin Treasuries Next Cycle
49:05 — High-Yield Trap?

[Stephan Livera @stephanlivera]

BIP110 debate summed up

[Bringin | Self-custody bitcoin & banking @bringinxyz]

Top of the day to you 🇪🇺⚡️

[Zachary X @ZaxAdventures]

@cz_binance Do not feed the crocodiles, please.

[Stephan Livera @stephanlivera]

On Bitcoin purists vs pragmatists, I can genuinely see both sides.

But politically, there’s safety in numbers. If we don’t recruit more people and expand the base, Bitcoin stays politically vulnerable.

Look at South Africa’s draft rules threatening self-custody, Australia’s recent CGT hike, or the EU’s MiCA crushing small Bitcoin businesses.

The more people actively using Bitcoin, the harder it becomes to ban, tax, or over-regulate it.

[Stephan Livera @stephanlivera]

Silent Payments as the next step forward | SLP748
In this episode, @craigraw of @SparrowWallet returns to discuss why Silent Payments is a pragmatic step forward compared to massive address re-use today. We talk Frigate, multisig UX stands in 2026, building Bitcoin wallet software solo, and the ongoing challenges of distribution and platform risk.

Timestamps:
00:00 - Intro and Apple’s Walled Garden
05:30 - Pragmatism in Bitcoin
06:30 - Silent Payments: A New Era for Bitcoin Transactions
08:40 - Biggest Challenge in Bitcoin Privacy today
12:03 - Why Address Re Use is so prevalent today
13:40 - Contrasting Silent Payments and Lightning Address
16:00 - The Benefits of Silent Payments Far Outweigh Incremental Complexity
19:00 - The Future if the Bitcoin Community Doesn’t Move on this
22:45 - Privacy vs Convenience
25:40 - Putting SP and Lightning Address together
28:30 - The Scanning Challenge for SP and Frigate
37:20 - Hardware Reqruirements for Frigate
41:00 - Can Hardware Wallets Support SP?
49:55 - Bitcoin Multi Sig in 2026
51:30 - Craig on Miniscript use - Inheritance, Timelocking
53:20 - Miniscript refresh privacy concern
55:30 - Miniscript for managed solutions
59:00 - Multi Sig Quorum Registration
1:01:00 - Mixed Vendor Multi Sig setups
1:04:00 - Wallet Labelling BIP
1:06:44 - Bitcoin Adoption: Balancing Purism and Pragmatism
1:09:00 - What to do about bad regulations or laws?
1:12:00 - Could Government Target Silent Payments?
1:13:39 - Sustainability of Sparrow Wallet Development

[Bringin | Self-custody bitcoin & banking @bringinxyz]

We held our first-ever Bringin Community Call 🎉

Here's everything we covered 🧵👇🏻

[Stephan Livera @stephanlivera]

The Fight to Protect Bitcoin Self-Custody in South Africa with Ricki Allardice | SLP746

Ricki Allardice, one of the leaders of @PRDG_ZA, joins to talk about South Africa’s Draft Capital Flow Management Regulations 2026, the most serious threat to Bitcoin self-custody the country has seen.

Timestamps:
(00:00) - Overview of the Regulation Against Self Custody
(04:07) - Public Consultation Process
(05:49) - Can it be challenged?
(07:20) - It’s About Capital Controls
(08:02) - AML, Sanctions, FATF
(10:46) - What does it mean for Bitcoiners in South Africa?
(12:22) - Safety or Security concern here?
(14:22) - Call to Action and Support for Legal Defense

[Stephan Livera @stephanlivera]

How should Bitcoiners think about jurisdictional diversification? SLPfast 744

I spoke with Adam Juchniewicz about the Bitcoin Passport Index, evaluating countries based on mobility, tax treatment, Bitcoin friendliness, and sovereignty considerations.

We also discuss CARF, second residencies and citizenship programs.

Timestamps:
(00:00) - Bitcoin Passport Index
(03:21) - How do you balance mobility against Bitcoin sovereignty?
(05:45) - How will CARF and global reporting change the game?
(08:41) - Vanuatu CBI program
(11:17) - Vanuatu compared with cheaper options like Sao Tome and Principe?
(13:27) - “citizen, not tourist” approach
(14:55) - Final advice for Bitcoiners

[Zachary X @ZaxAdventures]

@isabellasg3 We chillin

[Stephan Livera @stephanlivera]

Bitcoin's growing on a power law, it'll be the fastest growing asset class for the next 10 years.

Individual stocks could potentially beat it, but it's very unlikely that another asset class beats it.

[Michael Saylor @saylor]

Bitcoiners agree on the 99% that matters. We shouldn’t let the 1% divide us while nearly all global capital has yet to enter Bitcoin’s monetary network. The opportunity is bigger than the argument.

[Bitcoin News @BitcoinNewsCom]

The Byzantine Generals Problem: Bitcoin’s Solution to an Age-Old Challenge

By @Bcuz21