ABOUT THIS EPISODE
Rob Wallace of Bitcoin News joins Jody and Avi of 21 Rates on January 8, 2026 to cover the day's $BTC news, including Bitcoin holding $90K, VanEck's $2.9 million by 2050 target, the Clarity Act markup and the Supreme Court tariff ruling. They then rank the best American cities for Bitcoiners in a tier list that includes Miami, Austin, Nashville, Dallas, Washington DC, Las Vegas, San Francisco, Denver and more.
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Chapters:
0:00 Intro: Rob Wallace, Jody and Avi, $BTC holds $90K
2:53 CoinDesk: Is Bitcoin deeply undervalued?
3:56 Venezuela oil and Bitcoin mining energy costs
5:01 TD Cowen: Trump's golden window for crypto
6:09 Market structure bill, Lummis, Clarity Act markup
8:02 MSCI news, Metaplanet and treasury companies
8:48 VanEck $2.9M by 2050 vs the power law
10:38 Supreme Court tariff ruling and Bitcoin
14:48 Bitcoin city tier list: Miami in S tier
17:01 Austin, Nashville and New York City
22:34 San Francisco, Dallas, Las Vegas and Washington DC
29:15 Lightning round: Atlanta, LA, Charlotte, Denver, San Jose
Key takeaways:
- Bitcoin moved back to about $90K after the hosts noted a CME gap had been filled.
- VanEck's $2.9 million Bitcoin call is for 2050. Rob said the power law base case puts Bitcoin around $1 million by 2033.
- The Senate Banking and Agriculture Committees are scheduled to mark up the Clarity Act on January 15.
- Prediction markets were leaning roughly 70 to 75% that the Supreme Court would strike down Trump's tariffs.
- Avi put Miami in S tier, citing about 380 Bitcoin merchants and 900 Lightning-enabled merchants. Florida also introduced a bill for a strategic Bitcoin reserve using 10% of state funds.
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