Futures Insight Research

Briefing notes

Timely notes on emerging research, policy, and technological change.

AI Agents, Energy Bottlenecks, and Bitcoin Rails

AI/HPC 10 Jul 2025

AI Agents, Energy Bottlenecks, and Bitcoin Rails

In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.

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Bitcoin Core Governance Rift & Miner Incentives

Nodes 10 Jul 2025

Bitcoin Core Governance Rift & Miner Incentives

The July 09, 2025 episode of Bitcoin Fundamentals features NVK exploring whether fee growth and price appreciation can replace shrinking block subsidies. He contends that a policy clash over the 83-byte OP_RETURN cap exposes how Bitcoin Core’s dominance shapes unwritten governance rules.

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Yield Strain, Gold Crunch, and Bitcoin Reserve Pivot

Macro trends 29 Apr 2025

Yield Strain, Gold Crunch, and Bitcoin Reserve Pivot

The April 28, 2025 episode of the Bitcoin Matrix podcast features analyst Peruvian Bull dissecting Japan’s yield-curve quagmire, global gold shortages, and naked-short abuses in U.S. equities. He argues that corporate Bitcoin-treasury strategies offer a hard-asset hedge as legacy safeguards erode.

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