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Leverage, Synthetic Exposure, and Bitcoin Supercycle Dynamics

Leverage, Synthetic Exposure, and Bitcoin Supercycle Dynamics

The February 06, 2026 episode of the Robin Seyr Podcast features Murray Rudd explaining why Bitcoin supercycles emerge from shifts in marginal demand, marginal supply, and leverage rather than sentiment alone.

Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test

Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test

Bitcoin’s Next Era: Digital Gold, Stablecoins, and Freedom Tech

Bitcoin’s Next Era: Digital Gold, Stablecoins, and Freedom Tech

Quantum Risk and Bitcoin: Evidence, Constraints, and Governance

Quantum Risk and Bitcoin: Evidence, Constraints, and Governance

AI Deflation, Stablecoin Rails, and Bitcoin’s Purchasing Power Case

AI Deflation, Stablecoin Rails, and Bitcoin’s Purchasing Power Case

Bitcoin’s Monetary Purpose vs Nonmonetary Data

Bitcoin’s Monetary Purpose vs Nonmonetary Data

Bitcoin’s Debasement Trade and the Risks of Market Plumbing

Bitcoin’s Debasement Trade and the Risks of Market Plumbing

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

Bitcoin mining

Bitcoin Mining’s Shift Toward AI Infrastructure

Bitcoin Mining’s Shift Toward AI Infrastructure

The January 30, 2026 episode of the Galaxy Brains podcast features Will Foxley explaining how compressed Bitcoin mining margins are accelerating a pivot toward AI data center 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

Bitcoin Block Space as a Commodity Market

Bitcoin Block Space as a Commodity Market

Bitcoin culture

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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

From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale

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

Adoption

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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

Why Stacking Bitcoin at All-Time Highs Still Makes Sense in 2025