Research archive
Formal research, analytical essays, open models, and research notes.
The February 15, 2026 episode of the Jordi Visser Podcast features Jordi arguing that AI has entered a recursive self-improvement phase that is structurally undermining SaaS, hyperscalers, and overowned growth equities.
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The February 13, 2026 episode of the Tim Kotzman Podcast features Chris Kline discussing how Bitcoin’s maturation into institutional portfolios is reshaping retirement strategy, product design, and risk management.
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The February 10, 2026 episode of the Final Settlement Podcast features a panel discussion examining Tether’s evolving balance sheet strategy, the rise of regulated banking charters for digital asset firms, and the acceleration of stablecoin payment rails.
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The February 10, 2026 episode of the Archie Podcast features Jeff Park explaining how Bitcoin’s recent volatility reflects ETF-driven derivatives positioning rather than a single Bitcoin-native failure.
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The February 09, 2026 episode of Bitcoin for Millennials features Adam Swick explaining how Bitcoin mining can function as a rapidly interruptible electricity load that supports grid stability and improves the economics of energy infrastructure.
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The February 07, 2026 episode of the Unchained Pod features Michael Casey and David Mattin arguing that agentic AI will reshape work faster than institutions can adapt, with early effects already visible in entry-level knowledge roles.
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The February 07, 2026 episode of the ARK Invest podcast features Cathie Wood arguing that recent market turmoil reflects misinterpretation of AI capital spending, Bitcoin’s volatility relative to gold, and tightening liquidity conditions.
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The February 07, 2026 episode of the Anthony Pompliano Podcast features Jordi Visser arguing that Bitcoin’s recent drawdown reflects a broader repricing of software and long-duration assets rather than a collapse in Bitcoin’s core thesis.
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The February 06, 2026 episode of THE Bitcoin Podcast features Jimmy Song arguing that Bitcoin’s long-term risks stem less from price crashes and more from governance errors at the consensus layer.
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The February 06, 2026 episode of the Robin Seyr Podcast features Murray Rudd explaining why Bitcoin supercycles emerge from shifts in marginal demand, marginal supply, and leverage rather than sentiment alone.
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The February 03, 2026 episode of the David Lin Podcast features Lyn Alden explaining why a sharp selloff in gold, silver, and Bitcoin reflects a momentum unwind rather than a reversal of long-run debasement dynamics.
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The February 03, 2026 episode of the ARK Invest podcast features a multi-guest panel discussing Bitcoin’s evolving role alongside stablecoins and a broader class of “freedom technologies.”
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