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Chapter 05: The Bitcoin custody paradox

Chapter 05: The Bitcoin custody paradox

Here is the June 2026 draft of chapter 05 in my forthcoming new book, When Policy Falls Behind: Bitcoin, AI, and the Governance of Fast Systems. Comments are welcome! Click here for a downloadable pdf version. Introduction Bitcoin's custody paradox arises because of the nature of agency in

How to prepare a briefing note

How to prepare a briefing note

Chapter 04. Bitcoin mining: when energy becomes commitment

Chapter 04. Bitcoin mining: when energy becomes commitment

Exploring Bitcoin's price trajectory: an interactive supply-demand model

Exploring Bitcoin's price trajectory: an interactive supply-demand model

Bitcoin as Protocol, Custody, and Monetary Transition

Bitcoin Price Discovery, Custody Risk, and Hard-Asset Repricing

Bitcoin Price Discovery, Custody Risk, and Hard-Asset Repricing

Bitcoin, Geopolitical Fracture, and Institutional Allocation

Bitcoin, Geopolitical Fracture, and Institutional Allocation

Bitcoin mining

Chapter 04. Bitcoin mining: when energy becomes commitment

Chapter 04. Bitcoin mining: when energy becomes commitment

Here is the June 2026 draft of chapter 04 in my forthcoming new book, When Policy Falls Behind: Bitcoin, AI, and the Governance of Fast Systems. Comments are welcome! Click here for a downloadable pdf version. Introduction Envision a Bitcoin mining operation – a specialized, energy-intensive data center – powered entirely

Off-Grid Bitcoin Mining and Data Sovereignty

Off-Grid Bitcoin Mining and Data Sovereignty

Gold, Silver and Bitcoin in a $350T Debt World

Gold, Silver and Bitcoin in a $350T Debt World

Bitcoin Awareness, Calendars, and Real Ownership

Bitcoin Awareness, Calendars, and Real Ownership

Monetizing the Megawatt: Bitcoin Mining in the Age of AI

Monetizing the Megawatt: Bitcoin Mining in the Age of AI

Bitcoin Mining, Grid Flexibility, and the AI Power Surge

Bitcoin Mining, Grid Flexibility, and the AI Power Surge

Bitcoin Mining’s Shift Toward AI Infrastructure

Bitcoin Mining’s Shift Toward AI Infrastructure

Macro trends

Gold, Silver and Bitcoin in a $350T Debt World

Gold, Silver and Bitcoin in a $350T Debt World

The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin.

Safe Havens, Gold, and Custody Risk in Bitcoin

Safe Havens, Gold, and Custody Risk in Bitcoin

Bitcoin, Gold and the Global Liquidity Cycle

Bitcoin, Gold and the Global Liquidity Cycle

AI Deflation and the Repricing of Growth

AI Deflation and the Repricing of Growth

Japan’s Bitcoin Treasury Bridge

Japan’s Bitcoin Treasury Bridge

Bitcoin’s Disappointing Cycle and the Path to Renewed Demand

Bitcoin’s Disappointing Cycle and the Path to Renewed Demand

Gold Repricing, Bond Fragility, and Scarce Asset Rotation

Gold Repricing, Bond Fragility, and Scarce Asset Rotation

Adoption

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Bitcoin Education, Earnings Access, and Circular Adoption in Zambia

Bitcoin Education as Merchant Infrastructure in Namibia

Shocks, AI, and the Next Bitcoin Awakening

Lightning’s Billion-Dollar Month and Who Uses It

Lightning, Stablecoins, and Institutional Bitcoin Integration

Bitcoin culture

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Bitcoin Awareness, Calendars, and Real Ownership

Debt, Sovereignty, and Bitcoin as Financial Exit

Bitcoin Sovereignty, AI Surveillance, and Political Realignment

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

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

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