Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya
The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle
The December 05, 2025 episode of Kitco News features Lyn Alden arguing that the United States has entered a fiscally dominated, “emerging-market light” regime where deficits, AI capex, and asset inflation mask underlying economic weakness.
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Quantum Risk, Layered Trust, and Scaling Bitcoin’s Payments Stack
The December 05, 2025 episode of the Robin Seyr Podcast features Ben de Waal explaining how quantum risk, Lightning scaling, and eCash mints reshape Bitcoin’s design space.
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AI Superintelligence, Job Automation, and the Debt-Driven Future Economy
The December 04, 2025 episode of Moonshots with Peter Diamandis features the moonshot panel discussing the trajectory from AGI toward safe superintelligence.
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Bitcoin’s “Worst” Bull Market and the Hidden Structural Bid
The December 04, 2025 episode of the Brandon Gentile podcast features Joe Consorti examining why Bitcoin’s latest bull market feels unusually weak despite supportive macro conditions.
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Bitcoin’s Trillion-Dollar Settlement Rail
The December 04, 2025 episode of Simply Bitcoin features David Marcus outlining how Bitcoin can become a neutral settlement layer for a new internet of money.
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Quantum Threats, Exposed Bitcoin Supply, and Treasury Leverage
The December 03, 2025 episode of The Brainstorm features examines whether quantum computing threatens Bitcoin’s long-term security.
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Bitcoin in Tax-Advantaged Retirement Portfolios
The December 03, 2025 episode of the Tim Kotzman podcast features Chris Kline explaining how self-directed IRAs can deliver tax-advantaged exposure to Bitcoin.
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Bitcoin Self-Custody, Property Rights & Surveillance
The December 02, 2025 episode of The Bitcoin Frontier features Seth Hertlein arguing that Bitcoin self-custody restores traditional property norms eroded by modern financial intermediaries.
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Bitcoin spam, governance and data policy
The December 02, 2025 episode of the Bitcoin Rails podcast features Peter Todd unpacking the history of “spam” on Bitcoin and the politics of arbitrary data.
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Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts
The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.
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Bitcoin Mining as Flexible Load on ERCOT’s Grid
The September 09, 2025 episode of TFTC features Brad Cuddy explaining how miners act as large flexible loads that curtail during scarcity events to support ERCOT reliability.
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