"The Dying Phase of Capitalism” - War and the Trillion Dollar Ponzi | Dixon & Collum

About this episode

The episode discusses the dying phase of capitalism, the implications of trillion-dollar AI IPOs, and the geopolitical theatrics surrounding the Iran deal.

Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave Collum Capitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down. Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real…

People in this episode

Host: Ben Perrin

Guests: Simon Dixon, Dave Collum

Topics covered

• Capitalism
• AI IPOs
• Macro Economics
• Bitcoin Sovereignty
• Transnational Capital Control
• Iran Deal
• Market Collapse

Keywords

• Capitalism
• AI IPO
• Bitcoin
• Market Collapse
• Iran Deal
• Self-Custody
• Transnational Capital Control

Mentioned in this episode

Organizations: BnkToTheFuture, Goldman Sachs, BlackRock, Aladdin, Space X, 21 Capital

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