Wargaming the Oil Crisis, Bitcoin's Role in US-China Competition, & AI Agent Payments | BPH Ep 31

The Iran conflict is sending global oil markets into crisis, and the ripple effects could trigger a geopolitical reset with massive implications for Bitcoin. In this episode of Bitcoin Policy Hour, Ken, Zack Shapiro, and host Zack Cohen break down Bitcoin's strategic role in U.S.-China competition, why Lightning Network is becoming the payment standard for AI agents, and the CFTC's precedent-setting no-action letter on non-custodial wallets. They also tackle Basel III's punitive 1,250% capital requirements for banks holding Bitcoin and the fight for a Bitcoin de minimis tax exemption on Capitol Hill.

🔶 Connect with Zack Shapiro on X: https://x.com/zackbshapiro
🔶 Connect with Zack Cohen on X: https://x.com/zackcohen_
🔶 Connect with Ken Egan on X: https://x.com/Bayman11771
🔶 Connect with Luke Danielian on X: https://x.com/LukasDanielian
🔶 Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/

Chapters:
0:00 - Cold Open: Energy, Civilization & the Global Oil Crisis
0:40 - Bitcoin in the Indo-Pacific
8:00 - Iran Conflict, Strait of Hormuz & the Energy Market Crisis
14:56 - Could U.S. Ground Forces Enter Iran?
18:40 - Finding Trustworthy Information on the Iran Conflict
21:43 - Lightning Network for AI Agent Payments: Lightning Labs Demo Day
27:10 - Why Bitcoin & Lightning Are Built for the Robots, Not Humans
32:28 - CFTC No-Action Letter on Phantom Wallet:
39:23 - Sam Lyman Joins BPI & Basel III's 1,250% Capital Requirement Fight
48:39 - Bitcoin De Minimis Tax Exemption vs. Market Structure Legislation
55:01 - Section 1960, the BRCA & the Road Ahead for Bitcoin Policy

#Bitcoin #BitcoinPolicy #BPI #BitcoinPolicyHour #LightningNetwork #AIagents #LightningLabs #CFTC #BaselIII #BitcoinTax #DeMinimis #BitcoinNationalSecurity #USChinaCompetition #IranConflict #OilCrisis #StraitOfHormuz #EnergyMarkets #NonCustodial #PhantomWallet #BitcoinBanking #FederalReserve #BitcoinRegulation #BRCA #BitcoinMining #Stablecoins #DigitalAssets #GeniusAct #BitcoinReserve #MonetaryPolicy #Geopolitics #SamLyman #DoombergEnergy #BitcoinAdoption #FreedomTech

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. Receive SMS online on sms24.me

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