Episode Details

Send a text

Is Jane Street manipulating Bitcoin the same way they allegedly front-ran the Terra Luna collapse? In this episode, I sit down with Robert Rios (@peruvian_bull on X) and Robert from Infranomics (@infraa_ on X) Joined Feb 27th 2026 to break down the Terraform Labs lawsuit, the suspicious 10am price slams traders have been watching for months, and what it all means for Bitcoin. 

We also go deep on the macro picture: the Fed's quasi-stealth QE, Triffin's Dilemma and the dollar endgame, why a recession might actually be the most bullish thing for Bitcoin long-term, the stablecoin myth, AI's impact on jobs and GDP, and why gold is moving first and why Bitcoin is next. 

If you've been shaken by the price action lately, this conversation will remind you exactly why you're here. 

Chapters 

0:00 Introduction & What We're Covering Today 

1:47 Welcome to Bitcoin Well Spaces #1 

2:40 The Jane Street Allegations: Background & Context 

4:08 The Terraform Labs Collapse: How It Started 

5:40 The Smoking Gun: The 10-Minute Copy Trade 

6:56 The 10AM Bitcoin Slam — Coincidence or Pattern? 

8:14 Why Jane Street Specifically? Their Size & Influence 

10:19 Jane Street's History of Market Manipulation 

13:00 Where Does Bitcoin Go From Here? Macro Outlook 

14:47 The Fed's "Not QE" Program & Repo Market Risk 

18:57 Stablecoins Won't Save the US Fiscal Situation 

23:31 New Fed Tools: Forcing Banks & Funds to Absorb Debt 2

26:14 The Math Always Wins — Debt Monetization Is Coming 

29:19 History Repeating: Paper Gold → Paper Bitcoin 

31:09 Bitcoin's Unique Properties in a Chaotic World 

32:10 AI, Deflation & the Collapse of Software Moats 

37:09 The Bootstrap Founder Renaissance 

40:28 Financialization of America & Dutch Disease 

43:03 The Commodity Supercycle & Reshoring Play 

51:28 Triffin's Dilemma & the Dollar's Endgame 

57:00 Gold as the Neutral Reserve Asset — Bitcoin Is Next 

1:07:00 Why Boomers Are Buying Gold Before Bitcoin 

1:10:57 Paper Bitcoin vs. Real Bitcoin: The ETF Problem 

1:14:50 Final Thoughts: Stay Unlevered, Stay Convicted 

1:18:38 Closing & Where to Follow the Guests 

Bitcoin Well sends Bitcoin directly to your wallet — never custodial, never paper. That's the mission.
 
#Bitcoin #MacroEconomics #JaneStreet #BitcoinPodcast #FinancialSovereignty