Miners pivoting to AI. Treasuries selling BTC. Sentiment near all-time lows.
I asked Fred Thiel, CEO of MARA, about all of it - the pivot, the 20,000 BTC sale, and whether he’s still a Bitcoiner at heart…
nat brunell
natalie@primal.net
npub1ahxj...5ech
Bitcoin podcast host, educator and media commentator
David Hunter is back on the show! Yes, he’s been calling for a bust for a while now. So we talked about it directly. His view is that he’s stayed bullish the entire climb - the bust comes after the top, not before - and that the leverage in the system today goes well beyond 2008.
He’s also candid that he’s cautious on Bitcoin short-term and doesn’t follow it closely, but says he genuinely wants to see how it holds up through a real bust.
Plenty to chew on here. Full convo:
You can do everything right - cold storage, multisig, a seed phrase nobody could ever guess - but none of it protects you from a wrench attack.
2026 is on pace to be the worst year on record for physical attacks on Bitcoiners, and France has become the case study nobody wanted.
So I asked a simple question: who's the one person to learn this from? Claude and ChatGPT both gave the same name: @Jameson Lopp , co-founder and CSO at Casa, and the person who keeps the archive tracking these attacks worldwide.
On July 21 he's doing a live, no-hype session on how not to become the next name on that list: why France became ground zero, how to know your own risk level, what actually protects you versus what's just for show, and your questions answered live.
Every Bitcoiner should hear this one. Register: 
How to avoid becoming the next Bitcoin wrench attack target | Meanwhile
Watch a session with Jameson Lopp, Casa co-founder, on the best practices to help you avoid becoming the next wrench attack target. We discuss redu...
Where does Bitcoin go from here? @Lyn Alden returns to break down price action, macro, what really happened with Strategy's $STRC, and the protocol fight dividing Bitcoin right now.
We get into:
- Whether Bitcoin has found its floor
- The lowest sentiment Lyn's ever seen
- The crash in Strategy's $STRC and whether holders should be worried
- Her grounded take on the protocol fight and the "existential threat" talk
- Why the Big Print everyone's waiting for still isn't coming
Now streaming on all podcast platforms. 
Spotify
Lyn Alden: Bitcoin's Next Move, Strategy's STRC Volatility & the Protocol Debate
Coin Stories with Natalie Brunell · Episode
Strategy just sold 3,588 Bitcoin.
Trump made $1.4B from crypto while in office.
Long-term holders are quietly accumulating at levels that have historically marked cycle bottoms.
Lots of developments... I break it all down in the latest News Block - you're weekly update in less than 10 min.
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News Block: Trump's $1.4 Billion Crypto Payday, Strategy's Biggest Bitcoin Sale Yet & a Signal We've Seen Only 5 Times Since 2011
Coin Stories with Natalie Brunell · Episode
Bitcoin to hold a bottom around $58k? Or could it go lower?
Are people still taking out BTC-backed loans at this level?
Plus, a big announcement from Ledn. All on this week’s new show featuring Mauricio Di Bartolomeo:
Ciao from Venice 🧡🇮🇹
Taking my mom to her dream concert tonight — Andrea Bocelli!
So grateful I can gift this to her, thanks be to God! 🙏🏼
Four conversations that will sharpen your mind and remind you why you’re still here.
Saylor on Bitcoin as the apex monetary asset.
Col. Macgregor on empire, war, and the end of dollar hegemony.
Whitney Webb on who’s trying to capture the system and how.
Jeff Booth on why the deflationary future is inevitable.
Fix the money, fix the world. This episode brings the best moments from my biggest guests into one Coin Stories special.
This week:
- Digital credit selloff - what caused it?
- Warsh killed forward guidance at his first Fed meeting
- Iran re-declared the Strait of Hormuz closed
- Tensions running high in the Bitcoin community
New News Block is live - this week’s headlines in 8 min
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News Block: Digital Credit's Worst Day Ever, Warsh's New Fed Era Begins, Bitcoin's Community Attack Problem
Coin Stories with Natalie Brunell · Episode
In my Italian nonna era 🧡🥰
Michael Saylor believes Bitcoin can 500x.
The more interesting question is how.
At BTC Prague, we discuss whether Bitcoin’s path forward is driven primarily by adoption and savings, or by capital flowing in through global credit markets.
We also tackle mNAV, concerns around dilution, and Bitcoin per share:
What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside.
Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, why the price has been stuck and what could finally move it.
Her back story is fascinating…
Full conversation streaming now!
In case you missed our News Block episode, this week - here it is!
The biggest headlines in Bitcoin and macro shared simply in less than the time it takes to mine a block:
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News Block: Bitcoin Slides Below $60,000, Strategy Sells BTC for the First Time, Saylor Publishes Bitcoin's Ideological Roadmap
Coin Stories with Natalie Brunell · Episode
Luke’s calls were right, and he’s not buying Bitcoin back yet… we talk Bitcoin bottom forecasts, why stocks are outperforming and what’s next for equities, gold and BTC:
Ben Hunnewell is the CFO of Prevalon Energy, a leading battery supplier to AI data centers. In our latest show he explains why the company added $80 million of $STRC to its balance sheet:
Don’t miss the latest News Block streaming now: 
Spotify
News Block: JPMorgan's Dimon Rips Coinbase CEO, U.S. Seizes $1B in Iranian Crypto, Who's Buying and Who's Selling
Coin Stories with Natalie Brunell · Episode
The first daily dividend security in history: $SATA
Hear how they did it (and why Strategy hasn’t) from Jeff Walton, Chief Risk Officer at Strive:
SpaceX just revealed it holds $1.4B bitcoin more than Tesla -- and held every single coin through the crashes.
Meanwhile, Mark Cuban panic sold and called Bitcoin a "failed hedge."
Weak hands out, strong hands in.
New News Block breaks it all down 👇
Spotify
News Block: SpaceX's Hidden $1.4B Bitcoin Stash Revealed, Moody's Downgrades America, Mark Cuban Dumps His BTC
Coin Stories with Natalie Brunell · Episode
If you’re looking for a special Bitcoin gift for a special woman, I highly recommend this beautiful necklace from Bitcoin Butik!
You can even get a small discount using code Natalie 🧡
www.bitcoinbutik.com
