Bitcoin, Bank Failure, and Self-Custody
The February 19, 2026 episode of Bitcoin for Millennials features Tony Yazbeck explaining how a Lebanese banking collapse erased his savings and transformed his understanding of money.
Read the analysis
Author
Murray Rudd
Dr. Murray Rudd is an applied environmental economist and policy researcher. His full attention is now on the economic, social, technical, and environmental impacts and potential of emerging technologies.
Monetizing the Megawatt: Bitcoin Mining in the Age of AI
The February 17, 2026 episode of the Stephan Livera Podcast features Rob Warren discussing how AI data center demand is reshaping Bitcoin mining economics and grid relationships.
Read the analysis
Agentic AI, Stablecoin Rails, and Bitcoin’s Strategic Horizon
The February 17, 2026 episode of the Final Settlement podcast features a panel discussion examining OpenClaw’s acquisition dynamics, the rapid rise of agentic AI, and the emerging payment rails likely to power machine-to-machine commerce.
Read the analysis
Debt, Sovereignty, and Bitcoin as Financial Exit
The February 18, 2026 episode of the You’re the Voice podcast features Simon Dixon arguing that modern political and economic systems are structured around debt issuance, securitization, and institutional subordination.
Read the analysis
BIG IDEAS 2026: AI Convergence and Bitcoin’s Financialization
The February 17, 2026 episode of ARK Invest’s “Big Ideas 2026” deep dive features the ARK Invest panel arguing that AI is accelerating multiple innovation platforms simultaneously, reshaping capital formation and productivity.
Read the analysis
Bitcoin Sovereignty, AI Surveillance, and Political Realignment
The February 16, 2026 episode of THE Bitcoin Podcast features Erik Cason arguing that Bitcoin and open-source AI are converging tools for personal sovereignty amid institutional distrust and expanding surveillance.
Read the analysis
Bitcoin’s Disappointing Cycle and the Path to Renewed Demand
The February 17, 2026 episode of Coin Stories features Lyn Alden arguing that Bitcoin’s latest cycle underperformed because topline demand remained weak despite supportive liquidity signals.
Read the analysis
Quantum Computing, Governance, and Bitcoin’s Upgrade Dilemma
The February 13, 2026 episode of the Stephan Livera Podcast features James O’Beirne arguing that claims of imminent quantum threats to Bitcoin lack credible empirical grounding and risk driving premature protocol changes.
Read the analysis
Is Nic Carter Right? Bitcoin’s Quantum Risk and the Governance Challenge
The February 12, 2026 episode of Unchained Pod features Justin Drake and Chris Peikert examining how advances in quantum computing could undermine Bitcoin’s signature security and force difficult upgrade decisions.
Read the analysis
Quantum Risk and the Future of Bitcoin Governance
The February 11, 2026 episode of Unchained Pod features Nic Carter examining how quantum computing risk, ETF-driven market structure, and failed token cycles are reshaping Bitcoin’s institutional trajectory.
Read the analysis
Quantum Risk and Bitcoin’s Upgrade Path
The February 11, 2026 episode of the Stephan Livera Podcast features Matt Corallo examining how Bitcoin should prepare for cryptographically relevant quantum computers without imposing excessive costs on users.
Read the analysis
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.
Read the analysis