Former Blackstone Partner: The Reset Already Started — And Washington Knows It

In this Thanksgiving episode, David Thayer joins Jackson Mikalic, Brian Cubellis, and Michael Tanguma to assess Bitcoin's ~$87K dip in context of long-term conviction. The conversation spans the AI national security race and the notion that the US cannot afford to lose it — with Brian drawing parallels to the government backstopping AI spend regardless of ROI. Jackson surfaces the supplementary leverage ratio (SLR) mechanics and how forcing banks to buy Treasuries, alongside stablecoins via the GENIUS Act, are tools to extend dollar hegemony. David and the crew debate whether Kevin Hassett (a Bitcoin-friendly economist) as Fed chair front-runner signals Washington's alignment with the monetary reset thesis. The group examines Texas's initial $5M Bitcoin allocation at $87K via ETF, discusses Tucker Carlson's entry into gold, and closes with a sharp debate on Bitcoin treasury companies and JP Morgan's new iBit structured product, with Thanksgiving reflections on participating in a monetary revolution.