How to prepare a briefing note
Regular visitors will have noticed that I quit posting briefing notes for individual Bitcoin podcasts. With the advances in AI, it just didn'
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Bitcoin as Protocol, Custody, and Monetary Transition
The March 12, 2026 Brandon Gentile interview with Jeff Booth frames Bitcoin as a protocol repricing all assets rather than a dollar-denominated investment vehicle.
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Bitcoin Price Discovery, Custody Risk, and Hard-Asset Repricing
The March 9, 2026 episode of The Bitcoin Matrix features Roberto Rios arguing that distortions in paper asset markets and sovereign hard-asset accumulation are setting up a major Bitcoin repricing.
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Bitcoin, Geopolitical Fracture, and Institutional Allocation
The March 8, 2026 Brandon Gentile Podcast interview features Matt Hougan arguing that geopolitical fracture and fiscal strain are strengthening Bitcoin’s long-run role as a non-political store of value.
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Bitcoin Payments and the Fight for Agentic Commerce
The March 7, 2026 episode of TFTC features Matt Corallo arguing that agentic commerce creates a rare opening for Bitcoin payments because incumbent payment systems must rebuild for AI-driven transactions.
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Bitcoin Education, Earnings Access, and Circular Adoption in Zambia
The March 7, 2026 episode of The Bitcoin Edge with Paula features Paul Simatenda describing Bitcoin education in Zambia as a path from scam skepticism to practical monetary use.
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AI Job Dislocation (and Bitcoin’s Monetary Relevance)
The March 7, 2026 episode of the Peter H. Diamandis Podcast features Andrew Yang arguing that AI-driven job loss is outrunning political adaptation and destabilizing the social contract.
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Bitcoin Municipalization and Regulatory Restraint in Panama
The March 6, 2026 episode of The Bitcoin Way features Mayer Mizrachi presenting Panama City as a municipal sandbox for lean governance, digitalization, and Bitcoin payment experimentation.
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Bitcoin, Stablecoins, and AI Payment Rails
The March 6, 2026 episode of The Last Trade features James Camp arguing that Bitcoin’s path through AI will likely run first through stablecoin rails and institutionally shaped payment infrastructure.
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Bitcoin, Longevity Finance, and Generational Monetary Stress
The March 5, 2026 episode of Bitcoin for Millennials features Gary Leland framing Bitcoin as a multi-decade hedge against monetary decline and as capital for radical longevity.
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Bitcoin Education as Merchant Infrastructure in Namibia
The March 6, 2026 episode of the Bitcoin Marketing Podcast features Okin Tjongarero explaining Bitcoin adoption in Namibia through practical earning, spending, and merchant education.
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Michael Saylor & Phong Le on Bitcoin-Linked Digital Credit and Bank Distribution
The March 4, 2026 episode of the Bitcoin Magazine podcast features Michael Saylor and Phong Le framing Bitcoin as digital capital with Strategy's “Stretch/STRC” positioned as digital credit above it.
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