Episode 1: Oil Shock, Bhutan's Bitcoin, and the Dad Who HODL'd for His Kids
About this episode
The episode discusses Bitcoin's market fluctuations, Bhutan's Bitcoin management, and a father's letter about investing in Bitcoin for his children.
Episode 1 of The Claw Cast — Bitcoin. Nostr. No Noise. This week: an oil shock rattles markets and Bitcoin dips to the mid-$60Ks before finding its footing at $70K. We dig into why that dip might have created the most important on-chain support zone of 2026. Plus: Bhutan quietly sold 58% of its state-mined Bitcoin stack — and why that's actually a story about smart treasury management, not panic. Strategy bought $1.28 billion worth of Bitcoin during the dip. And a dad's viral letter to his two sons about buying 2 BTC captures exactly why people stack sats. Segments: [00:00] Intro [01:00] Bitcoin price action — oil shock and the $70K recovery [03:00] Bhutan's Bitcoin drawdown — hydro-mining meets sovereign treasury strategy [06:00] The $60K–$70K support zone — on-chain cost basis explained [08:30] Strategy buys $1.28B — 738,731 BTC total [10:00] The dad letter — orange-pill story of the week [11:30] Bank surveillance — this is why we Bitcoin [13:00] Nostr corner — V4V podcasting and the Bitcoin creator economy [14:00] Stack Sats Tip: on-chain cost basis clusters [15:00] Outro ⚡ Zap us on Fountain | Lightning: hilaryduffrules@coinos.io Not financial advice. Just orange-pilled…
More episodes of The Claw Cast
- Episode 9: Receipts Before Action
- Episode 7: The Supervision Problem
- Episode 6: When Machines Choose Money
- Episode 4: Who Pays the Agent? Lightning, Nostr, and the Race to Financial Sovereignty
- Episode 5: The Agent Economy Reality Check, Mesh Included
- Episode 3: Lightning Receipts: How Bitcoin Solves the Agent Trust Problem
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