Simon Dixon Hard Talk

Hey hey sovereign wealth builders,

In my view, we are entering the next stage of an internal Bitcoin "civil war" between corporate centralising forces and sovereign node operators. As of today, miner signaling for BIP 110 sits at just 2.6%, but tomorrow we must reach a 55% threshold to ensure an uninterrupted, peaceful activation path. If we remain below this threshold, the miners will have rejected the rules of the nodes, and we could enter a contentious split scenario where exchanges pause trading, transaction confirmations are delayed, and Lightning Network channels face disruption.

Alongside this protocol battle, we are tracking the major hardware wallet exploit unique to Cold Card. If you hold funds on a Cold Card wallet, you need to move your funds immediately to a secure environment, as the wallet drains are actively continuing.

In my view, the timing of this exploit—just days before this critical node-signaling weekend—is highly suspicious and may be a coordinated campaign designed to discourage self-custody and drive users back into Wall Street's institutional custody vaults.

This critical protocol struggle is happening against the backdrop of a massive macro transition where traditional financial plumbing is buckling under its own debt. The 10-year US Treasury has pushed deeper into the danger zone at 4.67%, while the 30-year bond has reached 5.24%.

In my view, we are entering a phase of fiscal dominance where the cost of refinancing sovereign debt is ballooning out of control, squeezing citizens while stock markets are propped up near all-time highs by managed liquidity flows. We are watching a highly coordinated, managed transition of the global monetary order.

In today’s livestream, we will break down exactly how these macro developments intersect with your personal financial sovereignty.

PART ONE: Japan, Bitcoin & the New Currency War | What Changed This Week?

This week, the Bank of Japan’s move toward increasing interest rates sent shockwaves through the global financial architecture, putting severe stress on the historic Japan carry trade. For decades, cheap yen has provided critical liquidity to prop up Western equity markets. In what I believe is a highly unusual maneuver to protect the US Treasury market, authorities reportedly intervened by selling Euros to buy Yen—avoiding direct dollar weakness while putting selling pressure on European bondholders. At the same time, the petrodollar continues its quiet unwind, marked by Saudi Arabia’s new 43-country maritime defense coalition and Iran’s draft proposals to settle oil in Yuan or Bitcoin.

Meanwhile, Bitcoin's custody battle is intensifying. Following the Cold Card exploit, I believe there is an active, coordinated push by the Financial Industrial Complex (FIC) to discourage self-custody and drive users into Wall Street’s institutional vaults. We see the largest corporate Bitcoin holders speaking out against BIP 110, asking node operators to stand down. They want you to put your Bitcoin in a public company so they can issue you a security, and then BlackRock wants to tokenize it so you will "own nothing and be happy".

In today’s livestream, we will break down the game theory behind tomorrow’s BIP 110 threshold, what a potential chain split means for your assets, and why running your own node remains our ultimate tool of resistance against corporate capture.

WATCH PART ONE ON YOUTUBE

READ THE BLOG: BIP-110 Lost. Bitcoin Worked. Here Is What I Learned.

Hey hey sovereign wealth builders,

In my view, we are entering the next stage of an internal Bitcoin "civil war" between corporate centralising forces and sovereign node operators. As of today, miner signaling for BIP 110 sits at just 2.6%, but tomorrow we must reach a 55% threshold to ensure an uninterrupted, peaceful activation path. If we remain below this threshold, the miners will have rejected the rules of the nodes, and we could enter a contentious split scenario where exchanges pause trading, transaction confirmations are delayed, and Lightning Network channels face disruption.

Alongside this protocol battle, we are tracking the major hardware wallet exploit unique to Cold Card. If you hold funds on a Cold Card wallet, you need to move your funds immediately to a secure environment, as the wallet drains are actively continuing.

In my view, the timing of this exploit—just days before this critical node-signaling weekend—is highly suspicious and may be a coordinated campaign designed to discourage self-custody and drive users back into Wall Street's institutional custody vaults.

This critical protocol struggle is happening against the backdrop of a massive macro transition where traditional financial plumbing is buckling under its own debt. The 10-year US Treasury has pushed deeper into the danger zone at 4.67%, while the 30-year bond has reached 5.24%.

In my view, we are entering a phase of fiscal dominance where the cost of refinancing sovereign debt is ballooning out of control, squeezing citizens while stock markets are propped up near all-time highs by managed liquidity flows. We are watching a highly coordinated, managed transition of the global monetary order.

In today’s livestream, we will break down exactly how these macro developments intersect with your personal financial sovereignty.

PART ONE: Japan, Bitcoin & the New Currency War | What Changed This Week?

This week, the Bank of Japan’s move toward increasing interest rates sent shockwaves through the global financial architecture, putting severe stress on the historic Japan carry trade. For decades, cheap yen has provided critical liquidity to prop up Western equity markets. In what I believe is a highly unusual maneuver to protect the US Treasury market, authorities reportedly intervened by selling Euros to buy Yen—avoiding direct dollar weakness while putting selling pressure on European bondholders. At the same time, the petrodollar continues its quiet unwind, marked by Saudi Arabia’s new 43-country maritime defense coalition and Iran’s draft proposals to settle oil in Yuan or Bitcoin.

Meanwhile, Bitcoin's custody battle is intensifying. Following the Cold Card exploit, I believe there is an active, coordinated push by the Financial Industrial Complex (FIC) to discourage self-custody and drive users into Wall Street’s institutional vaults. We see the largest corporate Bitcoin holders speaking out against BIP 110, asking node operators to stand down. They want you to put your Bitcoin in a public company so they can issue you a security, and then BlackRock wants to tokenize it so you will "own nothing and be happy".

In today’s livestream, we will break down the game theory behind tomorrow’s BIP 110 threshold, what a potential chain split means for your assets, and why running your own node remains our ultimate tool of resistance against corporate capture.

[CLICK HERE TO WATCH PART ONE ON YOUTUBE]

PART TWO: From the American Empire to the Technocratic Control Grid | Simon Dixon x Daniel Estulin

Immediately following the live broadcast of Part One, we are transitioning to a deeply strategic pre-recorded interview with Daniel Estulin. In this discussion, we move completely beyond the daily political drama and examine the raw, underlying structures of global power. In my view, modern democracies have largely become a facade, with selected politicians operating as "paid-for-rent prostitutes" for financial, technical, big pharma, and military power—creating a narrative to make you think they work for the people.

We will explore how the post-World War II European model is being systematically restructured rather than simply failing, hollowing out sovereign wealth to feed the US stock market. We also delve into the Tech Industrial Complex's push to build a global technocratic control grid—using AI, digital IDs, and central bank digital currencies (CBDCs) to manage the population while capital is concentrated at the very top.

Important: This interview is a separate premiere scheduled on my YouTube channel. Once the live broadcast of Part One concludes, the stream will not automatically transition. You must click the link below to jump over to the premiere and join us for Part Two.

[CLICK HERE TO WATCH THE INTERVIEW ON YOUTUBE]



Weekly Updates:

US 10-Year Treasury: 4.67% (well above the 4.5% danger zone).

US 30-Year Treasury: 5.24% (driving mortgage and refinancing distress).

US Dollar Index (DXY): Weakening below the 100 mark to 99.77.

Crude Oil: WTI at $74-$75, Brent at $77-$78, reflecting escalating Middle East tensions.

Gold: Steady at $4,375, heavily accumulated by central banks as the primary reserve asset.

Bitcoin: Highly resilient at $64,400 despite ongoing custody exploits and protocol battles.

S&P 500: Pushed to near all-time highs of 7,710, fueled by fiscal dominance and AI concentration.



Part One is the live broadcast, and Part Two is the Daniel Estulin interview premiere immediately following. I highly encourage you to watch both back-to-back to get the full macro-to-micro picture of how this transition is being managed.

[CLICK HERE TO WATCH THE FULL EPISODE ON YOUTUBE]

Measure your wealth in Bitcoin, stay sovereign, and I will see you on the livestream.

Peace.



Simon Dixon

Hey hey sovereign wealth builders,

This week delivered a convergence of many structural shifts, alongside some urgent breaking news in the Bitcoin self-custody space. The Fed held rates while delivering a hawkish tone, which sent Treasury yields surging and triggered a severe AI stock sell-off, liquidating an over-leveraged $25 billion AI infrastructure hedge fund.

Meanwhile, Bitcoin decoupled from the AI equities correction, and geopolitically, the Middle East continues its strategic realignment as the U.S. footprint adjusts. I believe we are witnessing the shift from the forever war model toward a financially driven regional framework.

All of this demands a closer look, and we will unpack exactly what it means for your sovereign wealth plan in today's livestream.

The AI Sell-Off, Bitcoin Wallet Hacks & Global Realignment | Simon Dixon Hard Talk LIVE

PART ONE: AI Unwinds, Bitcoin Decides & the Middle East Realigns

In the live show, I will be breaking down the mechanics behind this week's AI market correction. In the aftermath of the leveraged hedge fund liquidation, institutional players like Citadel stepped in to scoop up distressed assets, including shares of the newly public Celsius spin-off, Ionic Digital. I believe we must ask whether this is simply a short-term leverage unwind, a market-making operation, or a fundamental accumulation of AI infrastructure by the Financial Industrial Complex.

In the geopolitical arena, we are tracking the ongoing realignment in the Middle East following Netanyahu's White House visit. In my view, we are witnessing the dismantling of proxy militant groups to pave the way for a new regional security framework, driven by Gulf capital and Chinese energy security. I will explain why the maritime chokepoints of Hormuz and Bab al-Mandab are the key indicators to watch as the Financial Industrial Complex (FIC) negotiates with the Military Industrial Complex (MIC).

https://youtube.com/live/s1Hwh2dqec8

Hey hey sovereign wealth builders,

This week delivered a convergence of many structural shifts, alongside some urgent breaking news in the Bitcoin self-custody space. The Fed held rates while delivering a hawkish tone, which sent Treasury yields surging and triggered a severe AI stock sell-off, liquidating an over-leveraged $25 billion AI infrastructure hedge fund.

Meanwhile, Bitcoin decoupled from the AI equities correction, and geopolitically, the Middle East continues its strategic realignment as the U.S. footprint adjusts. I believe we are witnessing the shift from the forever war model toward a financially driven regional framework.

All of this demands a closer look, and we will unpack exactly what it means for your sovereign wealth plan in today's livestream.

The AI Sell-Off, Bitcoin Wallet Hacks & Global Realignment | Simon Dixon Hard Talk LIVE



PART ONE: AI Unwinds, Bitcoin Decides & the Middle East Realigns

In the live show, I will be breaking down the mechanics behind this week's AI market correction. In the aftermath of the leveraged hedge fund liquidation, institutional players like Citadel stepped in to scoop up distressed assets, including shares of the newly public Celsius spin-off, Ionic Digital. I believe we must ask whether this is simply a short-term leverage unwind, a market-making operation, or a fundamental accumulation of AI infrastructure by the Financial Industrial Complex.

In the geopolitical arena, we are tracking the ongoing realignment in the Middle East following Netanyahu's White House visit. In my view, we are witnessing the dismantling of proxy militant groups to pave the way for a new regional security framework, driven by Gulf capital and Chinese energy security. I will explain why the maritime chokepoints of Hormuz and Bab al-Mandab are the key indicators to watch as the Financial Industrial Complex (FIC) negotiates with the Military Industrial Complex (MIC).

https://youtube.com/live/s1Hwh2dqec8

Breaking News:

I will also be dedicating a segment to the recent Bitcoin wallet hacks, which is an urgent matter for those utilizing hardware wallets. A specific seed generation entropy flaw has compromised certain Coldcard wallets. I want to be entirely clear: Bitcoin did not get hacked; this is a specific hardware implementation issue. I will explain exactly what happened, who is affected, and the concrete steps you must take to review your self-custody setup calmly and safely—including updating firmware, understanding key generation, and considering multi-signature setups.

We will also cover the approaching BIP110 signaling deadline around August 7th and what to watch for and what happens if miners reach the 55% threshold.



PART TWO: Politicians Are “Paid-for-Rent Prostitutes”: The True Mechanics of Power | Simon Dixon on The James Delingpole Channel with James Delingpole

Immediately following Part One, we will be premiering a pre-recorded interview I did with media veteran James Delingpole on 7 July 2026. Please note: This interview is scheduled to premiere as a separate video on my YouTube channel. You will need to click the link provided in the newsletter, the live chat, or on the image of Part Two to jump over to the interview once the livestream ends.

During this conversation, I detail my framework for understanding the Financial Industrial Complex (FIC), the Military Industrial Complex (MIC), and the rising Technical Industrial Complex (TIC). We explore the mechanisms of how politicians are groomed, compromised, and ultimately serve as "paid-for-rent prostitutes" for these transnational power structures.

We also discuss the historical evolution of central banking, the true agenda behind the programmable surveillance state, and why building wealth outside the system is the only viable way to protect yourself and step off the spectrum of subordination.

https://www.youtube.com/watch?v=Xqp5VKhzgrY

This is Part One of Simon Dixon Hard Talk LIVE (25 July 2026)

Hey hey sovereign wealth builders,

It has been an incredibly fast-moving week across the Bitcoin landscape. While I am currently deep in book-writing mode for my upcoming book. I’m working on chapters regarding the historical infiltration attempts around sovereign assets, the global chess board continues to shift rapidly.

In my view, we are witnessing a coordinated effort by the financial industrial complex (the FIC) to institutionalize and capture the Bitcoin ecosystem. From sudden institutional delays to high-profile executive shakeups and corporate consortia forming under the guise of security, the traditional financial architecture is aggressively positioning itself. This is not a time for panic, but a time for high-signal, sovereign analysis.

Today’s Simon Dixon Hard Talk LIVE episode and the interview premiere immediately following it, are designed to give you the perspective needed to navigate this transition.

PART ONE: Where I Stand on BIP-110: The Battle for Bitcoin Nobody Wants to Name

We are currently in the middle of what I believe is Bitcoin's next major consensus debate, fueled by the ongoing technical and philosophical "spam war". Much like the block size wars of 2017, this debate is driving deep tribalism and division within the developer and mining communities.

In this live segment, I will explain exactly where I stand on BIP-110 and why I am actively supporting it on my own node.

In my view, we are seeing a manufactured "strategy of tension"—reminiscent of historical intelligence frameworks like Operation Gladio—designed to divide the community and drive users away from self-custody and into corporate wrappers.

I will break down the game theory, the technical escalation ladder, and my specific stop-point on that ladder. This is a critical discussion on why holding your own keys and running your own node remains Bitcoin's absolute ultimate defense against institutional capture.



Read the blog: BIP-110, the Spam War, and the Battle Nobody Wants to Name: Where I Stand https://www.simondixon.com/blog/bip-110-the-spam-war-and-the-battle-nobody-wants-to-name-where-i-stand-simon-dixon

Watch the full episode: The Battle for Bitcoin | Simon Dixon Hard Talk LIVE https://youtube.com/live/bqeTRFshxLo

Watch Part Two (FULL INTERVIEW): The New World Order Wants To Steal Your Bitcoin | Simon Dixon on New Era Finance Podcast https://youtu.be/MUeSSh6ActE





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