The Limits of Permissionlessness in Bitcoin
The January 27, 2026 episode of What Bitcoin Did features Amiti Uttarwar explaining how Bitcoin’s defining feature—permissionless participation—creates both resilience and hidden coordination costs.
Latest
Quantum Risk and Bitcoin’s Upgrade Readiness
The January 23, 2026 episode of Galaxy Brains features Eli Ben-Sasson arguing that quantum computing risk for Bitcoin hinges less on missing cryptographic tools than on Bitcoin’s ability to coordinate and execute consensus upgrades.
Bitcoin Education, Trust, and Financial Agency for African Women
The January 23, 2026 episode of the Bitfluencers podcast features Lazolia Buzuzi examining how Bitcoin education can expand financial agency for African women who face persistent barriers to banking.
AI Capex Boom Meets Bitcoin and Tokenization
The January 23, 2026 episode of ARK Invest features Cathie Wood explaining why converging innovation platforms could drive an extended AI-led capital spending cycle and a step-change in productivity.
Japan’s Yield Shock and Stress on Dollar-Centered Markets
The January 24, 2026 episode of the TFTC podcast features Robert from Infranomics explaining why Japan’s sudden long-end yield spike matters more for US markets than for Japan itself.
The Fed’s Quiet Pivot and the Next Liquidity Shock
The January 22, 2026 episode of What Bitcoin Did features Larry Lepard arguing that the Federal Reserve has already pivoted away from tightening through so-called reserve management purchases.
China’s Debt Trajectory and Strategic Supply-Chain chokepoints
The January 21, 2026 episode of The Bitcoin Layer features Brian McCarthy arguing that China’s manufacturing dominance depends on sustained credit expansion that increasingly fails to generate serviceable cash flows.
Bitcoin mining
Off-Grid Bitcoin Mining and Data Sovereignty
The February 27, 2026 episode of The Bitcoin Way features HODL Tarantula explaining how modular, off-grid Bitcoin mining infrastructure monetizes stranded energy while avoiding grid and regulatory chokepoints.
Gold, Silver and Bitcoin in a $350T Debt World
The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin.
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.
Monetizing the Megawatt: Bitcoin Mining in the Age of AI
The February 17, 2026 episode of the Stephan Livera Podcast features Rob Warren discussing how AI data center demand is reshaping Bitcoin mining economics and grid relationships.
Bitcoin Mining, Grid Flexibility, and the AI Power Surge
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.
Bitcoin Mining’s Shift Toward AI Infrastructure
The January 30, 2026 episode of the Galaxy Brains podcast features Will Foxley explaining how compressed Bitcoin mining margins are accelerating a pivot toward AI data center infrastructure.
When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk
The January 21, 2026 episode of the Brandon Gentile Show features Matt Prusak explaining why Bitcoin adoption accelerates through social preference cascades rather than single political or market catalysts.
Macro trends
Gold, Silver and Bitcoin in a $350T Debt World
The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin.
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.
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.
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.
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.
Bitcoin’s Disappointing Cycle and the Path to Renewed Demand
The February 17, 2026 episode of Coin Stories features Lyn Alden arguing that Bitcoin’s latest cycle underperformed because topline demand remained weak despite supportive liquidity signals.
Gold Repricing, Bond Fragility, and Scarce Asset Rotation
The January 28, 2026 episode of the Scarce Assets podcast features Jeroen Blokland explaining why gold’s move toward $5,000 reflects a structural repricing driven by debt rollover dynamics, central bank intervention, and geopolitical stress.