91: The Wrong Kind of Hawk

<p>Power shifted, expectations broke, and markets blinked. Short-term thinking is being rewarded again, even as the long-term bill quietly grows.</p> <p><strong>Episode Links:</strong></p> <ul> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes:</strong></p> <ul> <li><a href="https://www.reuters.com/business/finance/fed-chair-nominee-warsh-may-want-smaller-fed-holdings-thats-not-easy-do-2026-02-02/">Fed chair nominee Warsh may want smaller Fed holdings, but that's not easy to do </a></li> <li><a href="https://www.youtube.com/watch?v=qVFEcg-RIAk">Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve </a></li> <li><a href="https://www.morningstar.com/news/marketwatch/20260202124/wall-street-cant-get-a-handle-on-kevin-warsh-expect-a-volatile-market-until-it-does">Wall Street can't get a handle on Kevin Warsh. Expect a volatile market until it does.</a></li> <li><a href="https://www.youtube.com/watch?v=AggsvII90eQ">Kevin Warsh, Don Kohn on quantitative easing and inequality - YouTube</a></li> <li><a href="https://fortune.com/2026/01/31/will-kevin-warsh-raise-or-lower-interest-rates-national-debt/">Kevin Warsh will inherit a challenge no Fed chief has faced since post-World War II | Fortune</a></li> <li><a href="https://x.com/BitcoinNewsCom/status/2019046913165885893">Looking at price action and the 14 day RSI, Bitcoin never entered historically “overbought” territory in 2025</a></li> <li><a href="https://coinpedia.org/news/clarity-act-could-become-law-by-april-2026-industry-leaders-optimistic/">CLARITY Act Could Become Law by April 2026, Industry Leaders Optimistic</a></li> <li><a href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text">Text - H.R.3633 - 119th Congress (2025-2026): Digital Asset Market Clarity Act of 2025 | </a><a href="http://Congress.gov">Congress.gov</a><a href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text"> | Library of Congress</a>+<a href="https://finance.yahoo.com/news/morning-minute-trumps-crypto-entanglements-133102806.html">Morning Minute: Trump's Crypto Entanglements Threaten CLARITY Act Timeline</a></li> <li><a href="https://x.com/USHouseFSC/status/2018435161256345742">House Committee on Financial Services - Democrats on X: "Trump family's cryptocurrency firm "World Liberty Financial"</a></li> <li><a href="https://www.youtube.com/watch?v=OiQBMFuRodE">The Bitcoin vs Gold Debate: Saifedean Ammous vs Peter Schiff - YouTube</a></li> <li><a href="https://x.com/Leishman/status/2019042766819569774">River's Founder Alexander Leishman 🇺🇸 on X</a></li> <li><a href="https://x.com/River/status/2018765179622740344">River on X: "Bitcoin has value because we value Bitcoin.</a></li> <li><a href="https://sandbox.albylabs.com/">Alby Sandbox</a></li> <li><a href="https://github.com/getalby/alby-agent-skill">Alby-agent-skill: Build lightning wallet functionality into your apps with your favorite agent, without hallucinations</a></li> <li><a href="https://stacker.news/items/1425397">Introducing Alby Sandbox </a></li> <li><a href="https://api.docs.boltz.exchange/">👋 Introduction | Boltz API</a></li> <li><a href="https://www.startwithbitcoin.com/guides/full-setup">Full Setup Guide | Start With Bitcoin</a></li> </ul> <p><strong>Music</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/7458367?episode=41517730411">Shadowland By: Prosperous Soul</a></li> </ul>