What if the S&P keeps ripping to all-time highs during an active war, Michael Saylor keeps buying more Bitcoin than gets mined, and the Fed chair getting replaced in 30 days doesn't actually matter? That's the setup heading into this episode.
In this podcast, Mitch and I cover the macro picture nobody is talking about honestly — Powell's exit, the stimulus that never got absorbed, Bitcoin at a crossroads, the halving losing its edge, and a $10M vibe-coded scam that just slipped past Apple's App Store review.
Here's what's covered:
00:00 — Intro: markets feel mixed, Powell out in 30 days
02:30 — Trump signs a stimulus bill, Iran escalation, bond yields and refi rates
06:00 — Fed regime change: why new chair ≠ automatic rate cuts
09:30 — The S&P chart that makes no sense: every dip bought in 48 hours
13:00 — The leftover stimulus thesis and musical chairs framing
16:00 — Is this an AI bubble or 1996 of the internet?
18:30 — Bitcoin at a crossroads: the $60K support level
22:00 — Is 50% the new normal drawdown for mature Bitcoin?
25:00 — Michael Saylor outbought every miner over the past 12 months
28:30 — Paper Bitcoin debate: Coinbase, BitGo, Zappo, Fidelity custody
33:00 — Officially halfway to the next Bitcoin halving
36:30 — Why ETFs and derivatives changed the halving's impact
40:00 — Retail drives cycles, institutions steer them
42:30 — The fake Ledger app scam that drained ~$10M
46:00 — Why vibe-coded AI scams are the new threat vector
49:30 — MEXC cracking down on no-KYC users
52:00 — Why a public-facing founder matters more than ever
55:00 — LeoDex updates: whale discount, UI improvements, SEO push
01:00:00 — Reducing friction: new Connect Wallet screen
01:03:30 — 2,000+ new pages built for search and AI discovery
01:07:00 — Distribution over technology: the next phase
Topics covered: Jerome Powell, Fed policy, interest rates, Iran war impact on yields, S&P 500 at all-time highs, stimulus absorption, AI bubble debate, Bitcoin price action, $60K support, Michael Saylor and Strategy, paper vs real Bitcoin, Bitcoin halving, crypto ETFs, derivatives markets, fake Ledger phishing scam, AI-powered crypto scams, MEXC KYC crackdown, self-custody, LeoDex product updates
Protocols and platforms mentioned: Strategy (MSTR), IBIT, Coinbase, BitGo, Zappo, Fidelity Digital Assets, Ledger, MEXC, THORChain, Chainflip, Maya, 1inch, Rango, Relay, Near Intents
Swap cross-chain with no KYC → https://leodex.io