Hey hey sovereign wealth builders,

It has been an incredibly fast-moving week across the Bitcoin landscape. While I am currently deep in book-writing mode for my upcoming book. I’m working on chapters regarding the historical infiltration attempts around sovereign assets, the global chess board continues to shift rapidly. In my view, we are witnessing a coordinated effort by the financial industrial complex (the FIC) to institutionalize and capture the Bitcoin ecosystem.

From sudden institutional delays to high-profile executive shakeups and corporate consortia forming under the guise of security, the traditional financial architecture is aggressively positioning itself. This is not a time for panic, but a time for high-signal, sovereign analysis.

Today’s Simon Dixon Hard Talk LIVE episode and the interview premiere immediately following it, are designed to give you the perspective needed to navigate this transition.

Here is your weekly macro briefing and tonight's broadcast line-up.

Weekly Macro Briefing

• The Corporate Wrapper Cracks: We are seeing the inherent counterparty risks of Wall Street-wrapped Bitcoin treasury vehicles play out in real time. The launch of BSTR, the Bitcoin Treasury Company, has been postponed, while Jack Mallers has unexpectedly stepped down as CEO of Twenty One Capital, allegedly forfeiting options to escape the traditional financial node.
  
  

• MSTR’s Pivot: In my view, MicroStrategy's recent announcement regarding dollar purchases rather than Bitcoin acquisitions shows the pressure of servicing convertible debt and preference shares in a bear market. They are now, in effect, acting as a dollar maxi to appease traditional capital markets.
  
  

• Consortium 2.0: Michael Saylor and Strategy have established a new $15 million "Bitcoin Security Consortium" backed by the largest financial institutions, including BlackRock, Fidelity, Coinbase, and even Blockstream. While publicly focused on quantum security, I believe we must analyze the structural incentives of corporate giants coordinating to fund protocol development.
  
  

• Asset Stripping the West: Geopolitically, the push for unrealised gains taxes—such as the revised 35% paper gains tax in the Netherlands—serves as an asset-stripping exercise on average citizens while exempting offshore corporate structures, driving talent away and targeting vital national assets like ASML.
  
  

• The Tokenized Control Grid: The legislative push around the Clarity Act is designed to accelerate tokenization. In my view, this is the implementation of the World Economic Forum's "own nothing and be happy" vision, replacing direct ownership with programmable, institutional IOUs.

The Battle for Bitcoin | Simon Dixon Hard Talk LIVE

PART ONE: Where I Stand on BIP-110: The Battle for Bitcoin Nobody Wants to Name

(Today's Live Show)

We are currently in the middle of what I believe is Bitcoin's next major consensus debate, fueled by the ongoing technical and philosophical "spam war". Much like the block size wars of 2017, this debate is driving deep tribalism and division within the developer and mining communities.

In this live segment, I will explain exactly where I stand on BIP-110 and why I am actively supporting it on my own node. In my view, we are seeing a manufactured "strategy of tension"—reminiscent of historical intelligence frameworks like Operation Gladio—designed to divide the community and drive users away from self-custody and into corporate wrappers.

I will break down the game theory, the technical escalation ladder, and my specific stop-point on that ladder. This is a critical discussion on why holding your own keys and running your own node remains Bitcoin's absolute ultimate defense against institutional capture.

PART TWO: The New World Order Wants To Steal Your Bitcoin | Simon Dixon on New Era Finance Podcast with Michaël van de Poppe

(Special Premiere Immediately Following the Live Show)

Immediately after we wrap the live stream, we will transition directly to the premiere of my pre-recorded interview on the New Era Finance Podcast, originally recorded on 24 June 2026.

We dive deep into how Wall Street utilizes structured derivatives, ETFs, and leverage to manipulate the short-term price of Bitcoin, aiming to strip individuals of their hard assets. We discuss the upcoming Clarity Act, explaining how it acts as a regulatory moat for major banks to issue covert central bank digital currencies (CBDCs) and control the flow of programmable money.

Finally, we map out the global shifts, including how China is driving open-source AI and how parallel currency networks like Mbridge are being positioned to bypass SWIFT. I outline a practical, multi-jurisdictional sovereign strategy for individuals looking to transition from complete subordination to true financial autonomy.

Weekly Updates:

• BSTR Delayed: Adam Back's Bitcoin Treasury Company postponed after team controversy.

• Mallers Resigns: Jack Mallers steps down as CEO of Twenty One Capital, exiting the Cantor Fitzgerald node.

• MSTR Dilution: MicroStrategy introduces new "digital credit" terms to explain shareholder dilution under preference debt structures.

• Security Consortium: BlackRock, Fidelity, Coinbase, and Blockstream join forces under a new $15M developer-funding initiative.

• Clarity Act Progress: Legislative frameworks move closer to approval, accelerating institutional custody of digital assets.

Today's Broadcast Times:

I highly encourage you to watch both parts back-to-back to fully grasp the technical consensus war and the macro-geopolitical landscape.

• BST (London): 9:30pm LIVE

• EDT (New York): 4:30pm LIVE

• CEST (Paris/Amsterdam): 10:30pm LIVE

• HKT (Hong Kong): 4:30am (Saturday, 25 July) LIVE

• AEST (Sydney): 6:30am (Saturday, 25 July) LIVE

We will stream live on YouTube, but we will also be broadcasting on Rumble to ensure our community stays connected regardless of algorithm changes or censorship.

Measure your wealth in Bitcoin, stay sovereign, and I will see you on the livestream.

Peace.

Simon Dixon

Investor | Financial & Geopolitical Analyst | Bitcoin OG | CEO & Co-Founder Bnk To The Future