Power shifted, expectations broke, and markets blinked. Short-term thinking is being rewarded again, even as the long-term bill quietly grows.

Episode Links:

• 🇺🇸 Buy Sats on River (https://partner.river.com/jupiter) - The best way to stack in the US

• 🇨🇦 The Bitcoin Well (https://www.bitcoinwell.com/jupiter) - An amazing automatic self-custody Bitcoin platform

• ⚡ The Bitcoin Company (https://app.thebitcoincompany.com/signup?ref=JUPITER) - Spending your Bitcoin Via Lightning

• 🏦 Fold Card (https://use.foldapp.com/r/XNHPXTFC) - Pay bills Stack Sats

• 💵 SALT Lending (https://borrower.saltlending.com/register?referralCode=GkPQdbqWG) - Get access to your BTC Value w/out Selling

Show Notes:

• Fed chair nominee Warsh may want smaller Fed holdings, but that’s not easy to do (https://www.reuters.com/business/finance/fed-chair-nominee-warsh-may-want-smaller-fed-holdings-thats-not-easy-do-2026-02-02/)

• Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve (https://www.youtube.com/watch?v=qVFEcg-RIAk)

• Wall Street can’t get a handle on Kevin Warsh. Expect a volatile market until it does. (https://www.morningstar.com/news/marketwatch/20260202124/wall-street-cant-get-a-handle-on-kevin-warsh-expect-a-volatile-market-until-it-does)

• Kevin Warsh, Don Kohn on quantitative easing and inequality - YouTube (https://www.youtube.com/watch?v=AggsvII90eQ)

• Kevin Warsh will inherit a challenge no Fed chief has faced since post-World War II | Fortune (https://fortune.com/2026/01/31/will-kevin-warsh-raise-or-lower-interest-rates-national-debt/)

• Looking at price action and the 14 day RSI, Bitcoin never entered historically “overbought” territory in 2025 (https://x.com/BitcoinNewsCom/status/2019046913165885893)

• CLARITY Act Could Become Law by April 2026, Industry Leaders Optimistic (https://coinpedia.org/news/clarity-act-could-become-law-by-april-2026-industry-leaders-optimistic/)

• Text - H.R.3633 - 119th Congress (2025-2026): Digital Asset Market Clarity Act of 2025 | (https://www.congress.gov/bill/119th-congress/house-bill/3633/text)Congress.gov (http://Congress.gov) | Library of Congress (https://www.congress.gov/bill/119th-congress/house-bill/3633/text)+Morning Minute: Trump’s Crypto Entanglements Threaten CLARITY Act Timeline (https://finance.yahoo.com/news/morning-minute-trumps-crypto-entanglements-133102806.html)

• House Committee on Financial Services - Democrats on X: “Trump family’s cryptocurrency firm “World Liberty Financial” (https://x.com/USHouseFSC/status/2018435161256345742)

• The Bitcoin vs Gold Debate: Saifedean Ammous vs Peter Schiff - YouTube (https://www.youtube.com/watch?v=OiQBMFuRodE)

• River’s Founder Alexander Leishman 🇺🇸 on X (https://x.com/Leishman/status/2019042766819569774)

• River on X: “Bitcoin has value because we value Bitcoin. (https://x.com/River/status/2018765179622740344)

• Alby Sandbox (https://sandbox.albylabs.com/)

• Alby-agent-skill: Build lightning wallet functionality into your apps with your favorite agent, without hallucinations (https://github.com/getalby/alby-agent-skill)

• Introducing Alby Sandbox (https://stacker.news/items/1425397)

• 👋 Introduction | Boltz API (https://api.docs.boltz.exchange/)

• Full Setup Guide | Start With Bitcoin (https://www.startwithbitcoin.com/guides/full-setup)

Music

• Shadowland By: Prosperous Soul (https://podcastindex.org/podcast/7458367?episode=41517730411)