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New episode of @THE Bitcoin Podcast with @preston just dropped. Watch it here: listen here: We discuss: - Why the vibes in this Bitcoin cycle feel off — and what liquidity, AI, and macro flows have to do with it - Whether the 4-year halving cycle is dead as external macro forces take over - Trump, Powell’s replacement, and how the coming Fed pivot could unleash serious volatility - Saylor's Strategy (MSTR), treasury companies, and Tether — who’s actually at risk and who’s playing 4D chess - Lightning, ARK, stablecoins, and why Bitcoin rails will quietly eat global payments View quoted note →