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Cathie Wood on AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

Cathie Wood on AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

The February 07, 2026 episode of ARK Invest features Cathie Wood arguing that recent market turmoil reflects misinterpretation of AI capital spending, Bitcoin’s volatility relative to gold, and tightening liquidity conditions.

Lightning, Stablecoins, and Institutional Bitcoin Integration

Lightning, Stablecoins, and Institutional Bitcoin Integration

Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

Lightning’s Bid to Capture Stablecoins and Foreign Exchange Settlement

Lightning’s Bid to Capture Stablecoins and Foreign Exchange Settlement

AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

Institutional Bitcoin, Retirement Rails, and Financialization Risk

Institutional Bitcoin, Retirement Rails, and Financialization Risk

Stablecoins, Sovereign Balance Sheets, and the API Reset of Banking

Stablecoins, Sovereign Balance Sheets, and the API Reset of Banking

Bitcoin mining

Bitcoin Mining, Grid Flexibility, and the AI Power Surge

Bitcoin Mining, Grid Flexibility, and the AI Power Surge

The February 09, 2026 episode of Bitcoin for Millennials features Adam Swick explaining how Bitcoin mining can function as a rapidly interruptible electricity load that supports grid stability and improves the economics of energy infrastructure.

Bitcoin Mining’s Shift Toward AI Infrastructure

Bitcoin Mining’s Shift Toward AI Infrastructure

When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk

When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk

Bitcoin Mining, Methane Mitigation, and Grid Flexibility

Bitcoin Mining, Methane Mitigation, and Grid Flexibility

Bitcoin Mining, AI Compute, and the Power Constraints

Bitcoin Mining, AI Compute, and the Power Constraints

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

Mining Economics Tighten as Grid Queues and AI Load Accelerate

Mining Economics Tighten as Grid Queues and AI Load Accelerate

Macro trends

Gold Repricing, Bond Fragility, and Scarce Asset Rotation

Gold Repricing, Bond Fragility, and Scarce Asset Rotation

The January 28, 2026 episode of the Scarce Assets podcast features Jeroen Blokland explaining why gold’s move toward $5,000 reflects a structural repricing driven by debt rollover dynamics, central bank intervention, and geopolitical stress.

Japan’s Yield Shock and Stress on Dollar-Centered Markets

Japan’s Yield Shock and Stress on Dollar-Centered Markets

The Fed’s Quiet Pivot and the Next Liquidity Shock

The Fed’s Quiet Pivot and the Next Liquidity Shock

China’s Debt Trajectory and Strategic Supply-Chain chokepoints

China’s Debt Trajectory and Strategic Supply-Chain chokepoints

Japan’s Bond Trap and the Fight for Neutral Reserves

Japan’s Bond Trap and the Fight for Neutral Reserves

AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime

AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

Adoption

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Lightning, Stablecoins, and Institutional Bitcoin Integration

When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk

Argentina’s Bitcoin Adoption Under Institutional Distrust

Bitcoin as a Settlement Rail for Real-Time Payments

Sats Pricing and Local Earning as Bitcoin Circular Economy Infrastructure

Bitcoin culture

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Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

Self-Custody, Control Systems, and the Fight for Monetary Exit

Bitcoin’s Endgame: Incentives, Custody, and the Fiat Exit

When Bitcoin Privacy Becomes a Crime: The Samurai Wallet Prosecution

Bitcoin’s Dip, Institutional Demand, and Privacy Risks

Security

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High-Stakes Social Engineering in Bitcoin Mining

Quantum Risk, AI Math, and Bitcoin Governance

AI Agents at 10% Cost: Policy, Privacy, and Mining

Taplocks, Policy-Signer Wallets & the Anchor Era

Constitutional Money: Bitcoin’s Sovereignty Edge