Episode Details

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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