Market Disruptors

Mark Moss joins Scott Melker to explain why Bitcoin moved nearly 20% overnight, why whales were buying while retail sold, and why the bond market may not break the way most people expect. Recorded September 9, 2026.

They discuss the hot ball of money rotating back toward Bitcoin, Bitcoin miners becoming AI data centers, Bessent’s bond buybacks and the signal they sent, slowing debt growth, the personal treasury revolution, pure Bitcoin treasury companies, Strategy’s long game, and why the bottom is likely in.

___________________________________________________________________________________________

THANKS TO OUR SPONSORS!
UNCHAINED: 
Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off.

BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors 

ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss 

RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river to sign up and get up to $100 in free Bitcoin.

TIMESTAMPS:

0:00 - Episode Trailer

0:53 - Why Bitcoin Just Moved 20% Overnight

4:26 - Whales Were Buying While Retail Sold

6:04 - The Hot Ball of Money Is Rotating Back

9:30 - Are Bitcoin Miners Just AI Data Centers Now?

10:38 - Sponsor: Protect Your Bitcoin Inheritance with Unchained

12:06 - Bessent’s Bond Buybacks and the Signal

17:43 - Why the Bond Market May Not Break

23:17 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware

24:17 - Debt Growth Is Slowing (or Not)

28:15 - GDP, Jobs, and the Real Economy

34:30 - Sponsor: Borrow Against Bitcoin with Arch Lending

35:29 - The Personal Treasury Revolution

45:32 - Sponsor: Earn Bitcoin on Your Cash with River

46:15 - How to Grow Assets Like Saylor

49:27 - Why Pure Bitcoin Treasury Companies Work

54:49 - Strategy’s Long Game and the Bottom

59:55 - Is the Bottom In?

FOLLOW Scott Melker:

X: https://x.com/scottmelker

YT: https://www.youtube.com/@ScottMelker

Website: https://thewolfofallstreets.com

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X: https://x.com/1MarkMoss 

IG: https://www.instagram.com/markmoss/ 

YT: https://www.youtube.com/@1MarkMoss 

FOLLOW Market Disruptors:

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They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp.

Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer 

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Julian Figueroa joins Jake Roque to explain why Gen Z is heading into a neo-renaissance, why first-time homebuyers are now 38, and why the ceiling on building wealth from skill has been removed.

They discuss outsmarting the subscription trap, his path from –$30,000 to nearly a million at 22, how Exit Manual videos are made, what Harvard students actually know about Bitcoin, the real objections young people have, self-custody, mixed feelings on debt, and why he still cares about the Bitcoin revolution.
___________________________________________________________________________________________

THANKS TO OUR SPONSOR!

UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off.
___________________________________________________________________________________________

TIMESTAMPS:

0:00 - Episode Trailer

0:51 - Gen Z and the Neo-Renaissance

6:25 - Every Way to Outsmart the Subscription Trap

11:50 - Why First-Time Homebuyers Are Now 38

18:23 - The Ceiling to Building Wealth Is Gone

20:53 - Sponsor: Protect Your Bitcoin Inheritance with Unchained

22:20 - From -$30K to Almost a Million at 22

26:18 - How He Locked Back In After Losing It

34:29 - How an Exit Manual Video Gets Made

43:12 - High Agency Starts With Health and Attention

51:12 - Stoicism and the Debt Tax

56:07 - What Harvard Students Know About Bitcoin

59:03 - The Real Objections Young People Have

1:04:49 - Why Younger People Will Get Self-Custody

1:07:30 - Mixed Feelings About Debt

1:18:49 - Why Julian Cares About the Bitcoin Revolution

FOLLOW Julian:

X: https://x.com/kinetic_finance

IG: https://www.instagram.com/kineticfinance/

YT: https://www.youtube.com/@exitmanual ⁩

FOLLOW Jake:

X: https://x.com/jakeroque_

IG: https://www.instagram.com/jakeroque/

YT: https://www.youtube.com/@JakeRoque⁩

FOLLOW Market Disruptors:

X: https://x.com/MDisruptors

IG: https://www.instagram.com/marketdisruptorspodcast

SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER:
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🔴(BEWARE OF SCAMMERS)🔴
They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp.
Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer

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Jim Thorne joins Mark Moss to explain why the long end is normalizing, not crashing the market, why Warsh is wrong to hike into a supply shock, and why supply-side growth can stay strong without reigniting inflation.

They discuss AI CapEx that does not care about rates, stablecoins and Operation Twist bringing the ten-year toward 4%, why banks are fighting an existential threat, the four-year cycle giving way to a super cycle, tokenization rails that are already built, velocity over printing, and what he is watching into the midterms.
___________________________________________________________________________________________

THANKS TO OUR SPONSORS!

UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off.

BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors

ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss 

RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river to sign up and get up to $100 in free Bitcoin.

TIMESTAMPS:

0:00 - Episode Trailer

0:55 - The Fed Lost the Long End. This Is Normalization.

6:40 - Higher Rates Don’t Crash Stocks in an AI CapEx Boom

11:52 - The Old Rules Don’t Work in This New World

15:35 - Sponsor: Protect Your Bitcoin Inheritance with Unchained

17:03 - How Stablecoins and Operation Twist Bring Rates Down

22:52 - Stablecoins Create Demand for Short-Term Paper

27:42 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware

28:42 - Why Stablecoins Are an Existential Threat to Banks

33:11 - What Happens to MicroStrategy in a Tokenized World

38:57 - Sponsor: Borrow Against Bitcoin with Arch Lending

40:05 - Banks Will Have to Cut a Deal With Bitcoin

48:36 - Four-Year Cycle Is Dead. This Is a Super Cycle.

51:17 - Sponsor: Earn Bitcoin on Your Cash with River

52:36 - The S-Curve and What Comes After 126K

56:43 - Tokenization Is Already Built. They’re Just Opening It.

1:01:37 - Velocity, Not Printing, Is the Real Catalyst

1:07:06 - What Jim Is Watching Into the Midterms

FOLLOW James Thorne:

X: https://x.com/DrJStrategy

Website: https://wellington-altus.ca/leadership/james-thorne/

FOLLOW Mark Moss:

YT: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ
X: https://x.com/1MarkMoss

IG: https://www.instagram.com/markmoss/

FOLLOW Market Disruptors:

X: https://x.com/MDisruptors

SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER:
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🔴(BEWARE OF SCAMMERS)🔴
They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp.
Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ricky Zhang joins Jake Roque to explain why Bitcoin is the first money that becomes worthless if you seize it, why AI can replace jobs but cannot forge energy, and why the age of abundance depends on a neutral monetary protocol.

They discuss how self-interest aligns with the collective under hard money, gold’s ledger problem and the story of inflation, a 51% attack with negative ROI, the collapse of the tax on time, what to learn before the job market breaks, cathedrals and low time preference, Jeff Booth, and whether spirituality still matters in 2026.
___________________________________________________________________________________________

THANKS TO OUR SPONSOR!
UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off.

___________________________________________________________________________________________

TIMESTAMPS:

0:00 - Episode Trailer

0:55 - From Credit Card Points to Bitcoin

4:52 - Why Bitcoin and AI Bring Abundance

6:35 - How Bitcoin Aligns Individual and Collective Interest

11:16 - Sponsor: Protect Your Bitcoin Inheritance with Unchained

12:44 - Bitcoin Disincentivizes Violence 

22:04 - AI Can Replace Jobs. It Can’t Forge Energy.

27:43 - AI Is About to Collapse the Tax Base

35:27 - What to Learn Before the Job Market Breaks

40:58 - Cathedrals, Time, and Why He Does This

49:00 - Thinking in Public as Proof of Work

56:14 - What Ricky Took From Jeff Booth

1:03:45 - Does Spirituality Matter in 2026?

Ricky x Jake - Age Of Abundance - https://www.youtube.com/live/FQGBwg4o2u0?si=d8Fh5Dk5MYzEPoe0

FOLLOW Ricky:

X: https://x.com/realricky

IG: https://www.instagram.com/realricky

YT: https://www.youtube.com/@AgeofAbundanceLive

Website: https://ageofabundance.live

FOLLOW Jake:

X: https://x.com/jakeroque_

IG: https://www.instagram.com/jakeroque/

YT: https://www.youtube.com/@JakeRoque

FOLLOW Market Disruptors:

X: https://x.com/MDisruptors

IG: https://www.instagram.com/marketdisruptorspodcast/
___________________________________________________________________________________________

SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER:
https://link.1markmoss.com/FGLRv

BOOK A CALL TO WORK WITH THE MD TEAM TO MAKE A PERSONALIZED WEALTH PLAN:
https://link.1markmoss.com/249zZ
____________________________________________________________________________________________

🔴(BEWARE OF SCAMMERS)🔴
They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp.

Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julia Duzon joins Mark Moss to explain why the next bank run may not look like a panic, why banks are sitting on even bigger losses than in 2023, and why cheap deposits are the real fight behind the Genius Act.

They discuss the SVB and First Republic collapse, fractional reserve versus full reserve, a 10-year above 5% and the duration mismatch, why banks fought yield on stablecoins, AI agents moving idle cash, what a bank is still for, checking leadership before you trust an institution, and why growing the asset base beats chasing more income.

THANKS TO OUR SPONSORS!

UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off.

BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors

ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss

RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river  to sign up and get up to $100 in free Bitcoin.

TIMESTAMPS:

0:00 - Episode Trailer

0:50 - Why Bank Runs Come When Trust is Lost

2:45 - How SVB and First Republic Actually Failed

5:01 - Fractional Reserve and the Duration Mismatch

7:58 - Why Banks Fought the Genius and Clarity Acts

10:04 - What We Still Need a Bank For

13:07 - Sponsor: Protect Your Bitcoin Inheritance with Unchained

14:34 - Yield Is the Real Threat to Cheap Deposits

16:07 - Could AI Agents Start the Next Bank Run?

23:07 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware

24:05 - Why Julia Bought Bitcoin at $1,000

27:09 - What Has to Change Before a Bitcoin Standard

31:50 - Sponsor: Borrow Against Bitcoin with Arch Lending

32:53 - Future Value of Money vs Selling Too Early

35:08 - Bitcoin for People Who Can Barely Save

38:09 - What to Check Before Trusting Any Institution

39:47 - Sponsor: Earn Bitcoin on Your Cash with River

44:32 - Grow the Asset Base, Not Just the Income

48:23 - Why Compounding Makes Bitcoin Different

FOLLOW Julia Duzon:

X: https://x.com/JuliaDuzon

Company: https://river.com

FOLLOW Mark Moss:
YouTube: https://www.youtube.com/@1MarkMoss

X: https://x.com/1MarkMoss

IG: https://www.instagram.com/markmoss

FOLLOW Market Disruptors:

X: https://x.com/MDisruptors

IG: https://www.instagram.com/marketdisruptorspodcast
___________________________________________________________________________________________

SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER:
https://link.1markmoss.com/FGLRv
BOOK A CALL TO WORK WITH OUR TEAM TO MAKE A PERSONALIZED WEALTH PLAN:

https://link.1markmoss.com/249zZ

🔴(BEWARE OF SCAMMERS)🔴
They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp.
Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.