AI Capex Boom Meets Bitcoin and Tokenization
The January 23, 2026 episode of ARK Invest features Cathie Wood explaining why converging innovation platforms could drive an extended AI-led capital spending cycle and a step-change in productivity.
Murray Rudd
Japan’s Yield Shock and Stress on Dollar-Centered Markets
The January 24, 2026 episode of the TFTC podcast features Robert from Infranomics explaining why Japan’s sudden long-end yield spike matters more for US markets than for Japan itself.
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
The January 21, 2026 episode of The Bitcoin Layer features Brian McCarthy arguing that China’s manufacturing dominance depends on sustained credit expansion that increasingly fails to generate serviceable cash flows.
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’s Monetization Path: Store of Value, Collateral, and Unit of Account
The January 12, 2026 episode of Bitcoin for Millennials features Vijay Boyapati arguing that many observers misread Bitcoin because they start with the wrong definition of money.
Japan’s Bond Trap and the Fight for Neutral Reserves
The January 20, 2026 episode of the Coin Stories podcast features Luke Gromen arguing that the dollar-based system is entering a higher-volatility phase where geopolitics, energy constraints, and sovereign debt interact in unstable ways.