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Note to Readers

The blog below was pulled together using AI based on my live commentary from Episode 89. It's not how I talk—so if it sounds like a robot wrote it, that's because one kinda did. The ideas, framing, and takes are mine. But the wording isn't. So if you want the raw, unfiltered version, hit play on the video. If you're just scanning for the TL;DR, this AI-written summary might help—but don't take it as gospel. Bitcoiners know better than to trust anything without verifying.

Simon Dixon

Hey hey, Bitcoin Wealth Builders!

It's Friday—and that means it's time to decode this week's shifts in Bitcoin, macroeconomics, and geopolitics. This week, the headlines were explosive: the Epstein case was abruptly closed, Bitcoin surged to a new all-time high, and Elon Musk launched his own political party. We're going to break down what this all means and how to protect yourself. 

Part 1: Why Bitcoin Broke All Time Highs Over $118k | This Week in Bitcoin

The market is speaking loud and clear, and the message is one of divergence. 

• Bitcoin vs. The Dollar: Bitcoin surged more than 55% since its April 2025 low, breaking through to a new all-time high above $118,000. At the same time, the U.S. Dollar is off to its worst start to a year since 1973, tumbling nearly 11% over the past six months. 
• A New Market Leader: Bitcoin has now overtaken Google to become the sixth most valuable asset in the world by market capitalization. For the first time since February, it has also overtaken Gold in year-to-date performance, rising 27% versus gold's 26%. The only assets left for Bitcoin to flip are Amazon, Apple, Microsoft, Nvidia, and Gold itself. 
• US Crypto Legislation: Next week is "US Crypto Week," where Congress will discuss critical legislation, including the CLARITY Act for market structure, the GENIUS Act for stablecoins, and the Anti-CBDC Act. This comes as the US House Committee on Financial Services aims to deliver on President Trump's call to make the US the "crypto capital of the world." 
• Elon Musk & Bitcoin: Elon Musk's Tesla now holds an unrealized profit of $756,000,000 on its Bitcoin holdings. Furthermore, he has announced that his new 'America Party' will embrace Bitcoin. 
• Self-Custody Wins: In a major victory for privacy, the US Treasury's proposed crypto broker rule has been killed. This means no new KYC requirements on code, no IRS dragnet on peer-to-peer transactions, and no chokehold on self-custody for now. 
• Thiel's New Empire: Peter Thiel is partnering with Anduril Investments to form a new bank called "Erebor" to replace the defunct Silicon Valley Bank. This continues his Lord of the Rings-themed empire, blending surveillance (Palantir), defense (Anduril), and now finance (Erebor). 

Part 2: Tariffs, BRICS & Elon Musk New Political Party Agenda | This Week In Macro

The macro environment is being defined by a deliberate destabilization campaign designed to usher in a new financial order.

• Trump's Fiscal Dominance: Trump is now pushing for an unprecedented 300 basis point cut in Fed interest rates, three times larger than the historic cut in March 2020. The goal is fiscal dominance: run the economy hot with fake GDP to boost asset prices, inflate away the value of debt, and refinance it all with short-term bonds and stablecoins. 
• Tariff Wars & BRICS: The 90-day tariff negotiation deadline passed on July 9th, and letters with new rates were sent out. A new 50% tariff on copper caused prices to spike 13% to a new all-time high. In response to a 50% tariff, Brazil signed a 20-year trade pact with China, with President Lula calling for BRICS to ditch the US dollar. 
• BRICS Summit: The 17th BRICS Summit took place, marking the first to include all 11 full member states. Key outcomes included a call for reforms at the UN and IMF, a commitment to a new cross-border payment system, and condemnation of US tariffs. 
• Elon Musk's "America Party": Elon Musk's launch of the "America Party" is a calculated move driven by a power struggle within the Proof-of-Weapons network between the Tech Industrial Complex (TIC), which he represents, and the Financial Industrial Complex (FIC), which backs Trump. With a $350 billion fortune and control of X, Elon is using the party to rally voters worried about the national deficit, aiming to protect his tech empire's EV subsidies and government contracts, which include $500 million annually for Tesla and $1 billion for SpaceX. 

Part 3: Why the Epstein Case Closed as Netanyahu Arrived at the White House? | This Week In GeoPolitics

The official narrative is a lie. The closure of the Epstein case is not a matter of justice; it's a strategic move in a geopolitical chess game.

• The Epstein Cover-Up: Just before Prime Minister Netanyahu's visit to the White House, the DOJ and FBI concluded that Jeffrey Epstein committed suicide and had no client list. This contradicts mounting evidence that the Epstein network was a Mossad-backed intelligence operation designed to blackmail powerful figures. The timing of the closure serves to bury the blackmail network just as its key players meet.
• The "Israel is a Colony" Thesis: Trump isn't being blackmailed by Netanyahu; they are both assets being managed by the U.S. Proof-of-Weapons Network. Israel acts as a proxy for the U.S. military-industrial complex, allowing for plausible deniability. This model involves manufacturing conflict, staging resolutions, and propping up the dollar-based debt Ponzi scheme. 
• Humanitarian Crisis as Leverage: The US-backed Gaza Humanitarian Foundation (GHF) operation has been called a "killing camp" by the UN, with reports of over 800 Palestinians massacred while queuing for food. All aid corridors have been consolidated into a single site in Rafah, creating what the UN warns is a "second Nakba" with concentration camps. This atrocity is used as negotiating leverage.
• The Path to Decolonization: There are early signs of the endgame. In a meeting with Trump, Netanyahu stated for the first time, "I think Palestinians should be able to govern themselves." This follows the model of a recent US decolonization exit, where the US-backed PKK fighters in Iraq publicly burned their weapons and began a disarmament process overseen by Turkish and Iraqi intelligence. The final plan involves a Gaza ceasefire, an Israeli cabinet collapse, and the GCC regional leaders taking over, with BlackRock investing in the subsequent regional stability. 

Final Thoughts: Boycott the System

This is the operating model of the U.S. Proof-of-Weapons Network: manufacture conflict, stage controlled resolutions, and prop up the dollar-based debt Ponzi scheme. The dollar is not backed by gold or productivity; it is backed by a global network of violence and debt. The only way out is a peaceful boycott.

• Boycott the Fed with Bitcoin.
• Boycott BlackRock by holding your assets in self-custody.
• Boycott the banks by aiming to be debt-free.
• Boycott the global corporations by spending locally.

Choose a peaceful, decentralized monetary system. This is how you take back control. 

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Disclaimer

This blog was generated with the assistance of AI and is based on the views, commentary, and live analysis delivered by Simon Dixon in Bitcoin HardTalk Episode 89. While AI was used to structure and summarize the conversation, the insights, framing, and content originate from the livestreamed episode hosted by Simon Dixon.

The purpose of this blog is to distill complex global developments—from Bitcoin adoption to geopolitical realignments—into an accessible format for educational and informational purposes only. It does not constitute financial, legal, tax, investment, or political advice. The commentary included here reflects personal opinions formed at the time of the episode, based on publicly available data, historical analysis, and Simon Dixon's professional perspective.

Bitcoin and other digital assets are volatile, high-risk instruments. Readers should perform their own due diligence and consult qualified professionals before making financial decisions. Nothing in this blog should be interpreted as a recommendation to buy, sell, or hold any asset, nor does it suggest any guarantee of future performance or outcome. References to individuals, companies, financial institutions, and geopolitical actors are made strictly for analytical or educational discussion.

By reading this blog, you acknowledge sole responsibility for any interpretation or action you take based on this content. Neither Simon Dixon nor any affiliated parties shall be held liable for financial loss, reputational damage, or decision-making based on the insights presented herein.

For the complete and unfiltered version of Simon Dixon's analysis, readers are encouraged to watch the full Bitcoin HardTalk Episode 89 livestream.