Custody, Capital, and Control Risks Around Bitcoin
The January 05, 2026 episode of What Bitcoin Did features Simon Dixon arguing that fiat money creation and regulatory design concentrate power in banks and allied institutions.
Latest
Bitcoin’s Governance Illusions and Block Space Reality
The January 06, 2026 episode of Supply Shock features John Carvalho arguing that many Bitcoin governance disputes mistake social coordination battles for protocol control.
Bitcoin’s Endgame: Incentives, Custody, and the Fiat Exit
The January 05, 2026 episode of Simply Bitcoin features Knut Svanholm explaining why “everything divided by 21 million” captures Bitcoin’s scarcity logic and long-run purchasing power thesis.
Wall Street’s Shift From Dismissal to Monetization of Bitcoin
The January 04, 2026 episode of Green Candle podcast features Joe Consorti arguing that major US financial institutions have moved from criticizing Bitcoin to packaging it into mainstream products to capture demand and fees.
AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime
The January 04, 2026 episode of the Jordi Visser Podcast features Jordi arguing that the global economy is entering an early-cycle reflation regime driven by AI-enabled productivity rather than labor growth.
AI Agents, Stablecoins, and Bitcoin Positioning for 2026
Summary
The January 03, 2026 episode of The Pomp Podcast features Jordi Visser arguing that “AI bubble” fears will recur as a market narrative even if real adoption keeps widening. Visser links AI to rising productivity and profit margins, warns that investors overreact to episodic shocks such as tariffs or
Jeff Booth on Bitcoin, Debt, the Politics of Control (Bitcoin as a Freedom Protocol)
The January 02, 2026 episode of You’re The Voice features Jeff Booth arguing that technology-driven deflation collides with debt-based money, pushing institutions toward coercion, surveillance, and narrative control.
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.