# Bitcoin’s Demand Crisis

URL: /show/this-week-in-bitcoin/106/
> Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why this hold will look easier in hindsight than it feels right now.

- Show: [This Week In Bitcoin](/show/this-week-in-bitcoin/)
- Episode: 106
- Date: 2026-05-27
- Hosts: chris
- Duration: 00:58:33
- Audio: https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/0lDRTYVHiMhVKCCGeLM9/files/AUDIO---DEFAULT---95e1557a-db52-4f7d-bd1f-6fc91aa229be.mp3


Transcripts: [application/x-subrip](https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/0lDRTYVHiMhVKCCGeLM9/files/AUDIO---TRANSCRIPT---DEFAULT---SRT.srt)




### Episode Links

* 🇺🇸 [Buy Sats on River](https://partner.river.com/jupiter) \- The best way to stack in the US
* 🇨🇦 [The Bitcoin Well](https://www.bitcoinwell.com/jupiter) \- An amazing automatic self-custody Bitcoin platform
* ⚡ [The Bitcoin Company](https://app.thebitcoincompany.com/signup?ref=JUPITER) \- Spending your Bitcoin Via Lightning
* 🏦 [Fold Card](https://use.foldapp.com/r/XNHPXTFC) \- Pay bills Stack Sats
* 💵 [SALT Lending](https://borrower.saltlending.com/register?referralCode=GkPQdbqWG) \- Get access to your BTC Value w/out Selling

**Show Notes**

* [Bitcoin (BTC) ETFs crushed by outflows as bond market stifles interest-rate reduction hopes](https://www.coindesk.com/daybook-us/2026/05/26/bitcoin-etfs-crushed-by-billions-in-outflows-as-treasuries-stifle-interest-rate-cut-hopes)
* [Bitcoin demand gauge sinks to worst level since December as spot buying weakens](https://www.coindesk.com/markets/2026/05/26/bitcoin-demand-gauge-sinks-to-worst-level-since-december-as-rally-loses-spot-support)
* [Strategy Buys Back $1.5B of Debt at Discount](https://cointelegraph.com/news/strategy-repurchases-15b-notes-cuts-outstanding-debt-67b-2029)
* [Mined in America Act Would Put Bitcoin Network at Risk](https://www.therage.co/mined-in-america-act-bitcoin-at-risk/)
* [Tethered to the Empire - by The Bitcoin Pharaoh](https://thepharaohbrief.substack.com/p/tethered-to-the-empire)
* [Bitcoin options are coming to Nasdaq. Here's what it means for you](https://www.coindesk.com/markets/2026/05/25/bitcoin-options-are-coming-to-nadaq-here-s-what-it-means-for-you)
* [HYPE funds attract millions as investors dump bitcoin and ether ETFs](https://www.coindesk.com/markets/2026/05/25/hype-funds-attract-millions-as-investors-dump-bitcoin-and-ether-etfs)
* [Vitalik Biterin breaks silence about Ethereum Foundation amid community frustration](https://www.coindesk.com/web3/2026/05/25/buterin-says-ethereum-foundation-will-shrink-sell-less-eth-and-focus-on-crops)
* [Bitcoin's bull catalyst could be AI stocks turning 'silly big': Lyn Alden](https://www.tradingview.com/news/cointelegraph:069ec54c6094b:0-bitcoin-s-bull-catalyst-could-be-ai-stocks-turning-silly-big-lyn-alden/)
* [Lyn Alden Says AI Stock Peak Could Boost Bitcoin - Bitbo](https://bitbo.io/news/ai-stock-peak-bitcoin/)
* [SpaceX files for $2T IPO, reveals AI and Anthropic deals · PulseAugur](https://pulseaugur.com/cluster/48404-americans-are-pushing-back-at-latest-political-villain-americans-are-souring-on)
* [AI Boom Prices Out Bitcoin Miners in US Energy Market Shake-Up](https://thedefiant.io/news/research-and-opinion/ai-boom-prices-out-bitcoin-miners-in-us-energy-market-shake-up)
* [AI is poaching Bitcoin miners — and this CEO says holders shouldn't …](https://finance.yahoo.com/markets/crypto/articles/ai-poaching-bitcoin-miners-ceo-204715963.html)
* [New U.S. Bill Introduced To Codify Strategic Bitcoin Reserve](https://bitcoinmagazine.com/news/us-bill-codify-strategic-bitcoin-reserve)
* [Congressman Nick Begich Leads Legislation to Establish Strategic …](http://begich.house.gov/media/press-releases/congressman-nick-begich-leads-legislation-establish-strategic-bitcoin-reserve)
* [Iran's $7.7 billion crypto war chest raises alarm over …](https://www.msn.com/en-us/money/other/iran-s-7-7-billion-crypto-war-chest-raises-alarm-over-sanctions-evasion-scheme/vi-AA23FMx8)
* [US targets Iran's $7.7 billion crypto network tied to regime …](https://www.foxbusiness.com/media/us-targets-irans-7-7-billion-crypto-network-tied-regime-operations)
* [Mark Cuban Says He Sold Most of His Bitcoin After It Failed as a …](https://en.bloomingbit.io/feed/news/112609)
* [Mark Cuban says he sold most of his Bitcoin, citing its failure as a …](https://coinness.com/en/news/1158019)
* [Full text of "Financial Times , 1993, UK, English" - Internet Archive](https://archive.org/stream/FinancialTimes1993UKEnglish/Mar%2009%201993%2C%20Financial%20Times%2C%20%239%2C%20UK%20%28en%29_djvu.txt)
* [ICYMI: Congressman Nick Begich Introduces The BITCOIN Act to …](http://begich.house.gov/media/press-releases/icymi-congressman-nick-begich-introduces-bitcoin-act-establish-strategic)
* [H.R.2032 - 119th Congress (2025-2026): BITCOIN Act of 2025](https://www.congress.gov/bill/119th-congress/house-bill/2032)
* [Mark Cuban: Bitcoin is a 'store of value that is more religion'](https://www.cnbc.com/2020/12/17/mark-cuban-bitcoin-is-a-store-of-value-that-is-more-religion.html)
* [Mark Cuban: Bitcoin Demand to Outpace Supply, BTC Is a Great …](https://news.bitcoin.com/mark-cuban-bitcoin-demand-to-outpace-supply-btc-is-a-great-store-of-value/)
* [The Real Deal National March 2022 - Calaméo](https://www.calameo.com/therealdeal/books/000946490fdbfe2473636)
* [Josh Swihart's Zcash Open Development Lab raises $25 …](https://www.coindesk.com/business/2026/03/09/josh-swihart-s-zcash-open-development-lab-raises-usd25-million-in-seed-funding)
* [Zcash Is About to “Burn the Old Model” Non-Profit OUT, Startup IN?](https://www.binance.com/en/square/post/34837029617945)

**Music:**

* [GwALT (Instrumental) By Absolut Absolem](https://fountain.fm/track/qvM6zUbWrNQcEEBFGHyT)