205: October Suprise 2026?

In this episode:
🔹 SEC Moves Ahead Without CLARITY
Congress may be stalled, but the SEC is pushing forward on crypto regulation, signaling that Bitcoin's path to regulatory clarity may not depend on lawmakers.
🔹 Wall Street Keeps Buying Bitcoin
Institutional demand remains strong as Bitcoin ETFs continue attracting capital, even as many retail investors remain cautious.
🔹 America's $1 Trillion Interest Bill
The U.S. is now spending more than $1 trillion annually servicing its debt. What does that mean for rates, the dollar, and Bitcoin's long-term investment thesis?
🎯 Main Discussion: The October Surprise of 2026 Could the next major market shock come from:
• Treasury yields and the bond market?
• A surprise Fed pivot?
• An energy price spike?
• Commercial real estate stress?
• Or Bitcoin itself?
Closing Thought:
Every cycle has an October surprise. The question is whether investors are watching the right signal before the market does.
Stay humble. Stack sats. ₿