79: Collateral Damage

<p>The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.</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.cnbc.com/2025/10/29/fed-rate-decision-october-2025.html">Fed cuts rates for the second time this year, will end balance sheet run-off in December</a></li> <li><a href="https://www.cnbc.com/2025/10/22/government-shutdown-trump-democrats.html">Government shutdown now 2nd longest in U.S. history</a></li> <li><a href="https://www.bitget.com/news/detail/12560605033798">Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025 </a></li> <li><a href="https://www.youtube.com/live/bZvpTAE7NYI?si=uoXS3PtSYxa9MeBN&t=4280">Strike Line of Credit in the Works - YouTube</a></li> <li><a href="https://x.com/MarediaShehzan/status/1983226151041466438">Lava is introducing the world’s first bitcoin-backed line of credit.</a></li> <li><a href="https://www.lava.xyz/waitlist">Lava | Waitlist</a></li> <li><a href="https://x.com/MarediaShehzan/status/1983226154124300522">Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X</a></li> <li><a href="https://bitcoinmagazine.com/business/jpmorgan-to-accept-btc-as-collateral">JPMorgan To Accept Bitcoin As Collateral By Year-End</a></li> <li><a href="https://bitkey.build/chain-code-delegation-improving-privacy-in-collaborative-multisig/">Chain Code Delegation: Improving privacy in collaborative multisig</a></li> <li><a href="https://finance.yahoo.com/news/amp-p-global-assigns-b-225021901.html">S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration”</a></li> <li><a href="https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3466223">Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings</a></li> <li><a href="https://theminermag.com/news/2025-10-29/cleanspark-land-power-texas-ai-bitcoin">CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin</a></li> <li><a href="https://www.cnbc.com/2025/10/28/bitcoin-miner-cleanspark-crypto-mining-energy-power-ai-data-center.html">Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center</a></li> <li><a href="https://www.youtube.com/watch?v=yDpMGUZZC4c">Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube</a></li> </ul> <p><strong>Music</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/7078988?episode=29831105835">The End Of The World BY: Filoxera</a></li> </ul>