Safe Havens, Gold, and Custody Risk in Bitcoin
The February 23, 2026 episode of the Robin Seyr Podcast features Michael Tanguma assessing whether Bitcoin’s sharp drawdown reflects broken fundamentals or a temporary dislocation.
Read the analysisFutures Insight Research
Briefing notes
Timely notes on emerging research, policy, and technological change.
Bitcoin, Gold and the Global Liquidity Cycle
The February 24, 2026 episode of the Archie Podcast features Andre Dragosch analyzing why Bitcoin has halved from its October 2025 peak despite strong institutional demand and continued global liquidity.
Read the analysis
Michael Saylor on Bitcoin Critics, Credit Markets, and Volatility
The February 23, 2026 episode of Coin Stories features Michael Saylor arguing that Bitcoin’s recent drawdown resembles earlier mispricings of dominant technologies rather than a broken investment thesis.
Read the analysis
BIP-110, Spam, and Bitcoin Governance
The February 23, 2026 episode of the Bitcoin Infinity Show features Hodlonaut reflecting on his brief public support for BIP-110 and why he withdrew it.
Read the analysis
Lightning’s Billion-Dollar Month and Who Uses It
The February 23, 2026 episode of the Stephan Livera Podcast features Sam Wouters outlining new evidence that Lightning Network monthly volume exceeded $1.17 billion in November 2025 despite modest public capacity metrics.
Read the analysis
Bitcoin, Currency Wars, and the Next World Order
The February 23, 2026 episode of What Bitcoin Did features Parker Lewis dissecting claims that the “world order” is collapsing. Lewis argues that analysts overstate abstract geopolitical cycles while understating how fiat debasement and currency weaponization drive today’s fractures.
Read the analysis
Bitcoin’s Quantum Security Roadmap
The February 22, 2026 episode of Unchained Pod features Matt Corallo explaining how Bitcoin can transition toward post-quantum security without panic or rushed redesigns.
Read the analysis
Computed Reality, AI, and the Limits of Prediction
The February 22, 2026 episode of the Wes Roth Podcast features Stephen Wolfram outlining reality as the output of deep, irreducible computation.
Read the analysis
AI Deflation and the Repricing of Growth
The February 22, 2026 episode of the Jordi Visser Podcast features Jordi arguing that artificial intelligence is structurally repricing growth assets across public and private markets.
Read the analysis
Bitcoin Awareness, Calendars, and Real Ownership
The February 20, 2026 episode of The Bitcoin Way features TC explaining how his Timechain Calendar project visualizes Bitcoin’s blocks, difficulty adjustments, and supply dynamics.
Read the analysis
Japan’s Bitcoin Treasury Bridge
The February 20, 2026 episode of the Robin Seyr Podcast features Phil Geiger outlining how Metaplanet channels Japan’s $15 trillion retirement and savings pool toward Bitcoin.
Read the analysis
Bitcoin Spam, BIP110, and the Politics of Blockspace
The February 21, 2026 episode of the Stephan Livera Podcast features Charlie Spears dissecting ongoing battles over so-called Bitcoin spam, ordinals, and the proposed BIP110 soft fork.
Read the analysis