Debt Ceiling, TGA Liquidity, and Bitcoin in 2025
The October 29, 2024 episode of the David Lin Report features Lyn Alden analyzing how Treasury cash management will steer early-2025 liquidity.
Latest
Bitcoin’s Ethical Response to Fiat’s Failures
The October 29, 2024 episode of the What is Money Show features Bram Kanstein discussing fiat currency’s societal and moral failures, positioning Bitcoin as an ethical, decentralized alternative.
Bitcoin as a Hedge in an Uncertain World: Insights from VanEck
The October 29, 2024 episode of Blockware podcast features Matthew Sigel, Head of Digital Assets Research at VanEck, exploring Bitcoin’s appeal amid global fiscal instability, growing distrust in institutions, and evolving regulatory landscapes.
Strategic Bitcoin Reserve: A Path for U.S. Stability and Innovation
The October 29, 2024 episode of the Robin Seyr podcast features Dennis Porter discussing the potential of Bitcoin as a U.S. strategic reserve, emphasizing its capacity to stabilize purchasing power, balance energy grids, and support renewable energy development.
Bitcoin’s Strategic Role and Adoption Challenges in Modern Finance
The October 28, 2024 episode of the Wake Up Call podcast features Jennifer Murphy, CEO of Runa Digital Assets, discussing Bitcoin's potential as a transformative financial asset.
Bitcoin’s Short Squeeze Potential and Market Implications
The October 28, 2024 episode of the Brandon Gentile podcast features Tom Luongo discussing the emerging dynamics in Bitcoin’s financial landscape, specifically focusing on a short squeeze and its potential to trigger a bull market.
Redefining Financial Independence: Bitcoin’s Role in Time Sovereignty
The October 28, 2024 episode of The Transformation of Value podcast features 'Sovereign Origin' discussing an innovative approach to financial independence known as "Financially Independent, Time Sovereign" (FITS).
Bitcoin mining
Bitcoin mining using landfill gas - model code
Python code replicates results and reproduces Figures from Rudd et al. 2024. An integrated landfill gas-to-energy and Bitcoin mining framework. Journal of Cleaner Production
Bitcoin Mining at the Energy Edge
The July 7, 2026 episode of the Isabel Foxen Duke podcast features Stephen Barbour describing Bitcoin mining as flexible load for upstream energy production.
Chapter 04. Bitcoin mining: when energy becomes commitment
Here is the June 2026 draft of chapter 04 in my forthcoming new book, When Policy Falls Behind: Bitcoin, AI, and the Governance of Fast Systems. Click here for a downloadable pdf version. Copyright © 2026 by Murray A Rudd.
Introduction
Envision a Bitcoin mining operation – a specialized, energy-intensive data
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.
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.