The Week Bitcoin & Global Markets Collide | Simon Dixon Hard Talk LIVE

Hey hey sovereign wealth builders,

In my view, we are entering the next stage of an internal Bitcoin "civil war" between corporate centralising forces and sovereign node operators. As of today, miner signaling for BIP 110 sits at just 2.6%, but tomorrow we must reach a 55% threshold to ensure an uninterrupted, peaceful activation path. If we remain below this threshold, the miners will have rejected the rules of the nodes, and we could enter a contentious split scenario where exchanges pause trading, transaction confirmations are delayed, and Lightning Network channels face disruption.

Alongside this protocol battle, we are tracking the major hardware wallet exploit unique to Cold Card. If you hold funds on a Cold Card wallet, you need to move your funds immediately to a secure environment, as the wallet drains are actively continuing.

In my view, the timing of this exploit—just days before this critical node-signaling weekend—is highly suspicious and may be a coordinated campaign designed to discourage self-custody and drive users back into Wall Street's institutional custody vaults.

This critical protocol struggle is happening against the backdrop of a massive macro transition where traditional financial plumbing is buckling under its own debt. The 10-year US Treasury has pushed deeper into the danger zone at 4.67%, while the 30-year bond has reached 5.24%.

In my view, we are entering a phase of fiscal dominance where the cost of refinancing sovereign debt is ballooning out of control, squeezing citizens while stock markets are propped up near all-time highs by managed liquidity flows. We are watching a highly coordinated, managed transition of the global monetary order.

In today’s livestream, we will break down exactly how these macro developments intersect with your personal financial sovereignty.

PART ONE: Japan, Bitcoin & the New Currency War | What Changed This Week?

This week, the Bank of Japan’s move toward increasing interest rates sent shockwaves through the global financial architecture, putting severe stress on the historic Japan carry trade. For decades, cheap yen has provided critical liquidity to prop up Western equity markets. In what I believe is a highly unusual maneuver to protect the US Treasury market, authorities reportedly intervened by selling Euros to buy Yen—avoiding direct dollar weakness while putting selling pressure on European bondholders. At the same time, the petrodollar continues its quiet unwind, marked by Saudi Arabia’s new 43-country maritime defense coalition and Iran’s draft proposals to settle oil in Yuan or Bitcoin.

Meanwhile, Bitcoin's custody battle is intensifying. Following the Cold Card exploit, I believe there is an active, coordinated push by the Financial Industrial Complex (FIC) to discourage self-custody and drive users into Wall Street’s institutional vaults. We see the largest corporate Bitcoin holders speaking out against BIP 110, asking node operators to stand down. They want you to put your Bitcoin in a public company so they can issue you a security, and then BlackRock wants to tokenize it so you will "own nothing and be happy".

In today’s livestream, we will break down the game theory behind tomorrow’s BIP 110 threshold, what a potential chain split means for your assets, and why running your own node remains our ultimate tool of resistance against corporate capture.

[CLICK HERE TO WATCH PART ONE ON YOUTUBE]

PART TWO: From the American Empire to the Technocratic Control Grid | Simon Dixon x Daniel Estulin

Immediately following the live broadcast of Part One, we are transitioning to a deeply strategic pre-recorded interview with Daniel Estulin. In this discussion, we move completely beyond the daily political drama and examine the raw, underlying structures of global power. In my view, modern democracies have largely become a facade, with selected politicians operating as "paid-for-rent prostitutes" for financial, technical, big pharma, and military power—creating a narrative to make you think they work for the people.

We will explore how the post-World War II European model is being systematically restructured rather than simply failing, hollowing out sovereign wealth to feed the US stock market. We also delve into the Tech Industrial Complex's push to build a global technocratic control grid—using AI, digital IDs, and central bank digital currencies (CBDCs) to manage the population while capital is concentrated at the very top.

Important: This interview is a separate premiere scheduled on my YouTube channel. Once the live broadcast of Part One concludes, the stream will not automatically transition. You must click the link below to jump over to the premiere and join us for Part Two.

[CLICK HERE TO WATCH THE INTERVIEW ON YOUTUBE]

Weekly Updates:

US 10-Year Treasury: 4.67% (well above the 4.5% danger zone).
US 30-Year Treasury: 5.24% (driving mortgage and refinancing distress).
US Dollar Index (DXY): Weakening below the 100 mark to 99.77.
Crude Oil: WTI at $74-$75, Brent at $77-$78, reflecting escalating Middle East tensions.
Gold: Steady at $4,375, heavily accumulated by central banks as the primary reserve asset.
Bitcoin: Highly resilient at $64,400 despite ongoing custody exploits and protocol battles.
S&P 500: Pushed to near all-time highs of 7,710, fueled by fiscal dominance and AI concentration.

Part One is the live broadcast, and Part Two is the Daniel Estulin interview premiere immediately following. I highly encourage you to watch both back-to-back to get the full macro-to-micro picture of how this transition is being managed.

[CLICK HERE TO WATCH THE FULL EPISODE ON YOUTUBE]

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

Peace.

Simon Dixon