why is gold going up and bitcoin not? allow me to scream at you in my empty closet, bitcoin.
going live now
https://www.youtube.com/live/bNFmRvqsI2s?si=tCY3mT1jrgsHHuzY
Discussion
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Jack is coming out of the closet?
Oh nice. My evening economics brain injection dose.
Gold doesn’t need a computer to work
Just wait for retail to be scammed with fake gold
Bitcoin doesn't need to be melted and analyzed to be verified.
Nor does it need a cargo ship or plane to move internationally.
Nor is it limited to being held in one location at a time by whoever holds physical control of that location.
If the computers go away, I don't want gold or bitcoin. I want bullets, shelf stable food, and water purification.
You should have that anyway.
Looking forward to be screamed at by a Bitcoiner. Creates structure in a pre Christmas day.
Easy…
Bitcoin has four years cycles.
And gold is having its last hurrah!
Buy XXI its better than Bitcoin. I sold all my Bitcoin to buy XXI
The stock is trading horribly as of today. I sold CSP but the option volume is basically non existent. I also think their Website is horrible, i dont even understand what the company does and offer
It’s a long term hold. Trust the ppl in charge. XXI ARMY RISE UP
Anything built on top of Bitcoin is less trustworthy than Bitcoin
XXI can leverage Bitcoin to manufacture more gainz. It’s a multiplier effect. Most ppl don’t get this.
It's all about risk adjusted returns and risk tolerance.
Something tells me while you sold your Bitcoin, jack didn't sell his.
Bitcoin’s just warming up… patience pays 🧡💪
This one hit hard mid-rip. Thanks Jack.
Still need to find a way to listen to it live at 2x speed.
This seems at least more realistic than the quantum 'threat.'
Everyone is scared of inflation, and everyone knows what gold is—whereas bitcoin is still “that FTX thing.”
Stay humble and stack zaps ⚡️
I‘m screaming with you joooooooo 🧡💪🏼
Would you be willing to post on nostr nostr:nprofile1qqsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqpp4mhxue69uhkummn9ekx7mqpr4mhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet5tm8sjr?
Youtube can suck my balls.
It's always available on Fountain after the fact. Live would be cool on Nostr but that might take some doing. Jack's not a podcaster after all.
Great episode Jack! Merry Christmas 🎁
Summary of today’s show…
Bitcoin price/action looks deceptively calm while underlying monetary, social, and political stress is extreme and building; the core argument is that volatility has been suppressed in markets and is instead erupting in society, and that this tension will ultimately resolve in favor of scarce, non‑political collateral like Bitcoin over time.
Market calm vs social chaos:
Asset prices (equities, Bitcoin around ~88k, bonds) look orderly with low implied volatility, yet everyday life feels unstable: housing, cost of living, and political tensions are all worsening.
Policymakers have “mowed the lawn” in financial markets for years (QE, rate suppression, bailouts), removing natural volatility from prices and pushing it into the social contract instead (rising crime, protests, extremism, assassination attempts, and political radicalization, especially among younger cohorts).
Volatility suppression and “unnatural” stability:
Volatility is framed as the natural state of complex systems, like grass that grows unevenly unless constantly cut; continuous intervention by central banks and governments is described as an unsustainable effort to hide entropy rather than remove it.
Asset calm is therefore considered fake stability; the real system pressure shows up in social unrest, declining trust in institutions, and a pervasive sense that “something is off” even though charts do not yet reflect crisis conditions.
Inflationary system vs deflationary technology:
The fiat regime is characterized as structurally inflationary: examples include the median U.S. home rising from sub‑$100k in 1980 to roughly $500k+ today without commensurate improvement in the underlying asset, illustrating purchasing power erosion under post‑1971 monetary rules.
In contrast, technology and especially AI are described as inherently deflationary, constantly making goods and services cheaper and more efficient; the core collision is between this deflationary tech force and an inflation‑dependent debt system that must keep nominal values rising to avoid collapse.
Housing, Trump 50‑year mortgage, and global affordability:
The new Trump administration is portrayed as preparing to formally acknowledge a U.S. housing crisis and float ultra‑long (e.g., 50‑year) mortgages as a political fix, which the speaker interprets as financial engineering to stretch payments rather than address root affordability.
Japan is cited as another major economy now facing a visible affordability and inflation issue after decades of “it’s different here” narrative, reinforcing the view that the late‑stage fiat problem is global, not just American.
Bitcoin, gold, and the “missing” BTC vol:
Gold and silver are making new all‑time highs and signaling a global repricing and re‑collateralization of the system, while Bitcoin is off its October 2025 ATH by ~30% and trading sideways, prompting questions about “where the volatility went.”
The thesis is that Bitcoin’s lack of explosive upside right now does not mean the thesis is broken; instead, macro suppression, policy uncertainty, and transition dynamics are delaying the next major move, with Bitcoin still framed as the end‑state collateral that benefits once fiat volatility can no longer be contained in politics and social fabric.
Felt the passion in this one but you always bring the heat
Because the money printers pump it?
Had to pause the podcast because the Christmas #Zapathon is getting out of hand! Right now, getting absolutely spam-zapped ⚡⚡⚡⚡ by the plebs and my client and wallet notifications can't keep up.
Good problems to have on #nostr 🧡💜
every DOG has its day
maximalists has RUN OUT OF FIAT for now
How’s it going with the “Treasury” company Twenty One Capital Inc. AKA $XXI nostr:nprofile1qqsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqpp4mhxue69uhkummn9ekx7mqpz3mhxue69uhhyetvv9ujuerpd46hxtnfdurnarvg?
Please consider following me back 🤝
we did some zap tests on this note… we made six attempts to⚡zap this note, at renato32@sats.mobi, over a period of about 2 hours. six of the zaps were successfully paid... please check for 6 satoshis received. problem: we found that your lightning address server **did not* properly produce zap receipts, and/or didn't send the zap receipts to the relays specified in the zap. (the zap spec requires that the zap receipts be sent to the relays specified in the zap.) this means a nostr user who zaps you might not see a number appearing next to the ⚡ icon after zapping.... also fyi... your server at sats.mobi is responsible for creating your zap invoices, and we found that it responded slowly... invoice generation took an average of 3022ms (3 seconds). we consider this slow... generally, zap invoices should be created in under one second. if you wanted to fix this... you could try getting a free rizful lightning address -- https://rizful.com ... if u get it set up, pls reply here so we can do this ⚡zap test again.
I changed it to WoS
Why isn't this show searchable on Fountain?
"Gold buys time. Bitcoin tells it."
This is the cleanest frame I've heard for why gold is ripping and Bitcoin is sitting still.
Gold = cracking the window in a burning house. Temporary relief.
Bitcoin = the thermostat. It tells you the actual temperature.
The temperature right now: Markets look fine. S&P making highs. VIX is calm.
But assassinations are at Civil War levels. Suicides year-over-year up. Youth radicalized. "Study 16 years, go into debt, get replaced by AI" is the viral TikTok.
The volatility didn't disappear. It got transmitted from asset prices to the social contract.
Central planners are mowing the lawn every morning trying to make entropy look orderly. But entropy is natural. You can't delete it. You can only move it somewhere else.
They moved it into the streets.
Bitcoin isn't broken. It's telling the truth. Either liquidity comes and it catches up to gold violently - or everything else comes down to where Bitcoin already is.
Either way: million dollar coin in 2-5 years. The path depends on the reality we have to live through.
What happens if for say 5 years silver and gold outperforms #bitcoin?