Episode 1080 of Bitcoin And . . . is LIVE!

1. Bitcoin surpassed Google’s market cap, reaching $1.86 trillion and hitting $94,000, though it later retreated to $93,000. The episode discusses Bitcoin’s rise amid easing U.S.-China trade tensions and its growing prominence as a global asset.
2. Jack Mallers (Strike) leads a new Bitcoin-focused firm backed by Tether, SoftBank, and Cantor Fitzgerald, aiming to become a top corporate Bitcoin holder. The venture highlights institutional adoption and Bitcoin’s role as a financial asset.
3. Jay Clayton, former SEC chair, now leads the Southern District of New York, bringing crypto-friendly policies. The episode critiques regulatory crackdowns and explores Meta Planet’s success as a Bitcoin treasury model.
4. Ethereum faces institutional exits, plummeting usage, and Vitalik Buterin’s proposed architecture overhaul. The episode contrasts Bitcoin’s stability with Ethereum’s struggles and warns against holding "shitcoin number one."