The Fed’s Quiet Pivot and the Next Liquidity Shock
The January 22, 2026 episode of What Bitcoin Did features Larry Lepard arguing that the Federal Reserve has already pivoted away from tightening through so-called reserve management purchases.
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China’s Debt Trajectory and Strategic Supply-Chain chokepoints
When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk
Bitcoin’s Monetization Path: Store of Value, Collateral, and Unit of Account
Japan’s Bond Trap and the Fight for Neutral Reserves
Quantum Risk and the Politics of Unmigrated Bitcoin
Bitcoin Mining, Methane Mitigation, and Grid Flexibility
Macro trends
The Fed’s Quiet Pivot and the Next Liquidity Shock
The January 22, 2026 episode of What Bitcoin Did features Larry Lepard arguing that the Federal Reserve has already pivoted away from tightening through so-called reserve management purchases.
China’s Debt Trajectory and Strategic Supply-Chain chokepoints
Japan’s Bond Trap and the Fight for Neutral Reserves
AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime
Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization
Fiscal Dominance, Debasement, and Bitcoin’s Governance Test
AI Agents, Enterprise Consolidation, and Bitcoin Signals
Bitcoin mining
When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk
The January 21, 2026 episode of the Brandon Gentile Show features Matt Prusak explaining why Bitcoin adoption accelerates through social preference cascades rather than single political or market catalysts.
Bitcoin Mining, Methane Mitigation, and Grid Flexibility
Bitcoin Mining, AI Compute, and the Power Constraints
Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk
Mining Economics Tighten as Grid Queues and AI Load Accelerate
Bitcoin Block Space as a Commodity Market
