Natalie Brunell's Coin Stories

In this week’s episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance:
Why Bitcoin dropped under $80K, and what the American dream costs now
Paul Tudor Jones’s warning about 2027
The rule that could push Strategy & Metaplanet out of a major index
Strive’s new 15 percent dividend preferred stock: $SATS
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📩 GET THE FREE NEWS BLOCK NEWSLETTER
Read every story with charts and visuals, delivered to your inbox.
👉 Subscribe for free: https://thenewsblock.substack.com
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POWERED EXCLUSIVELY BY LEDN
Hard assets. Higher standards. Ledn bitcoin-backed loans give you liquidity for your next move without selling your bitcoin. Your collateral is custodied and never lent out for interest, rates are published upfront, and the larger the loan, the lower the rate.
👉 Get 0.25% off your first loan at ledn.io/natalie
Terms apply. Availability varies by jurisdiction. Digital asset lending involves risk, including loss of collateral.
━━━━━━━━━━━━━━━━━━
📚 BITCOIN IS FOR EVERYONE — MY BOOK
An approachable introduction to Bitcoin.
👉 Order on Amazon
👉 Limited signed copies at shop.talkingbitcoin.compowered by Speed Wallet
━━━━━━━━━━━━━━━━━━
🎟️ UPCOMING EVENTS
The best time to plan for Bitcoin 2027 is right now. Early-bird tickets are live, so grab the lowest pricing available and use code HODL for 10% off. 👉 Get tickets: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL

ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.

Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, is back and his new book makes the case that Bitcoin is now a legitimate asset you’d be foolish to ignore -- written by someone who spent years as a skeptic. He walks us through what changed his mind, and where he thinks this all goes next.
We cover:
Why the Bitcoin ETFs are outperforming nearly everything in Q3
What happened two hours after the Bitcoin ETF crossed $100 billion in 2025
Why he thinks the government ends up buying stocks, and what that means for everyone else
Why he still only recommends 3% Bitcoin allocation, and what would change that
What he found when he tried cold storage himself
Who he says is stealing Bitcoin’s best argument right now
Follow Eric Balchunas on X https://x.com/EricBalchunas
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Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
----
SHOW PARTNERS
Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
----
Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com
----
Explore Bitcoin mining as part of your tax and alternative investment strategy. Own the equipment. Keep 100% of the Bitcoin it produces. Fully managed in the U.S. Learn more and get 1 month of free hosting: https://www.AbundantMines.com/natalie
----
Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
----
Learn about multisig self-custody without a seed phrase. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
----
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
----
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
----
Natalie's Upcoming Events:
The Sovereign Summit is coming to Miami in February 2027. Get discounted passes using code HODL: https://thesovereignsummit.com
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie
----

ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.

In this week’s episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance:
A well-known researcher says AI could crack the math behind your Bitcoin address, should you be worried?
$100 million drained from Ledger wallets that were tampered with before they ever reached the buyer, and what I do with my own Bitcoin
The gold-standard economist the Senate wouldn’t confirm just got hired by the Treasury, and why that’s an important signpost
Congress gave up, so the CFTC is writing Bitcoin’s trading rules itself -- my interview with Chairman Mike Selig
Luke Gromen says “digital credit” will keep Bitcoin from ever hitting $1 million. Saylor and Lyn Alden answered, and I think he’s mixing up two different things
━━━━━━━━━━━━━━━━━━
📩 GET THE FREE NEWS BLOCK NEWSLETTER
Read every story with charts and visuals, delivered to your inbox.
👉 Subscribe for free: https://thenewsblock.substack.com
━━━━━━━━━━━━━━━━━━
POWERED EXCLUSIVELY BY LEDN
Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn’s custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
👉 Get 0.25% off your first loan at ledn.io/natalie
Terms apply. See the site for details.
━━━━━━━━━━━━━━━━━━
📚 BITCOIN IS FOR EVERYONE — MY BOOK
An approachable introduction to Bitcoin.
👉 Order on Amazon
👉 Limited signed copies at shop.talkingbitcoin.com powered by Speed Wallet
━━━━━━━━━━━━━━━━━━
🎟️ UPCOMING EVENTS
The best time to plan for Bitcoin 2027 is right now. Early-bird tickets are live, so grab the lowest pricing available and use code HODL for 10% off. 👉 Get tickets: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
━━━━━━━━━━━━━━━━━━

ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.

CFTC Chairman Mike Selig joins me in his first long-form interview since his agency proposed major new rules for crypto exchanges this week. With the Clarity Act dead in Congress, they're building the framework anyway, and he explains what it covers, what it doesn't, and why he thinks it outlasts this administration.
Topics:
What the new rules actually change for anyone who owns or trades digital assets
Whether these rules could have prevented FTX, and what he says would have been different
How the CFTC polices manipulation without turning into surveillance
Where meme coins landed in the new classification, and why that decides whether they can be listed
Whether owning Bitcoin is a bet for or against America
His answer to the critic who compared crypto to cocaine
What still has to happen before you can borrow against Bitcoin at scale
Follow CFTC Chairman Mike Selig on X https://x.com/ChairmanSelig
----
Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what’s broken in our current financial system: https://amzn.to/3WzFzfU
----
Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
----
Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com.
----
Explore Bitcoin mining as part of your tax and alternative investment strategy. Own the equipment. Keep 100% of the Bitcoin it produces. Fully managed in the U.S. Learn more and get 1 month of free hosting: AbundantMines.com/Natalie
----
Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
----
Learn about multisig self-custody without a seed phrase. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
----
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
----
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
----
Natalie's Upcoming Events:
The Sovereign Summit is coming to Miami in February 2027. Get discounted passes using code HODL: https://thesovereignsummit.com
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
----
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie


ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.

Cem Karsan is back with some big calls. He thinks the U.S. has boxed itself in so badly that the only way out is for the government to start printing money and buying stocks directly, and he doesn't think we're waiting years for it. He also walks through why a market crash has to come first, when he expects it, and where Bitcoin lands in all of this.
How a handful of stocks hold up the entire S&P, and what happens to the other 94% if they crack
Why he says this year's earnings growth is just the market counting its own gains twice
How a two-month rally created five times more money than everything printed during Covid
Why he thinks the government needs a 25-35% crash first, and the Hank Paulson interview he reads as the warning shot
What the government will tell people when it starts buying stocks
Why he owns Bitcoin and still doesn't think it'll be allowed to win
Cem is a former market maker who now runs Kai Volatility Advisors. Follow him on X at https://x.com/jam_croissant
----
Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
----
SHOW PARTNERS
Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.
Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.
----
Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com
----
Explore Bitcoin mining as part of your tax and alternative investment strategy. Own the equipment. Keep 100% of the Bitcoin it produces. Fully managed in the U.S. Learn more and get 1 month of free hosting: https://www.AbundantMines.com/natalie
----
Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie
----
Learn about multisig self-custody without a seed phrase. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES
----
Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast
----
With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie
----
Natalie's Upcoming Events:
The Sovereign Summit is coming to Miami in February 2027. Get discounted passes using code HODL: https://thesovereignsummit.com
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
Extra Services to Consider:
One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie

ABOUT COIN STORIES & THE NEWS BLOCK
Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE
Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters
Subscribe to the free newsletter: https://thenewsblock.substack.com
Watch on YouTube: https://www.youtube.com/nataliebrunell
Watch on Rumble: https://rumble.com/NatBrunell
Follow Natalie on X: https://www.x.com/natbrunell
Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES
Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER
This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.