Bitcoin in a Debt and Liquidity Polycrisis
The November 19, 2025 episode of Bitcoin Fundamentals features Luke Gromen in conversation with host Preston Pysh on the mounting strains of U.S. fiscal dominance and global funding markets.
Latest
Bitcoin’s Paradigm Shift and the Limits of Legacy Pricing
The November 18, 2025 episode of the Robin Seyr Podcast features CK arguing that markets continue to misprice Bitcoin because they frame it within today’s financial paradigm rather than as a potential civilizational shift.
Emergency Soft Fork Politics and Bitcoin’s Neutrality
The November 18, 2025 episode of Supply Shock features host Pete Rizzo with Rob Hamilton, Joakim Book, and Aaron van Wirdum dissecting an “emergency” soft fork campaign emerging from a private Telegram channel.
Bitcoin, Gold, and the Liquidity Pivot
The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.
Bitcoin Spam, Node Policy, and the Future of Relay Competition
The November 17, 2025 episode of the Stephan Livera Podcast features Kevin Cai discussing the politics of “Bitcoin spam,” node policy, and attempts to control transaction propagation.
AI Wealth Gap, Deflation and the New Intelligence Divide
The November 17, 2025 episode of the Peter H. Diamandis Podcast features a panel examining how rapid AI cost deflation may concentrate power and wealth.
Bitcoin, Financial Repression, and Permissionless Payments
The October 27, 2025 episode of What Bitcoin Did features Alex Gladstein examining where banking access and monetary stability break down. Gladstein argues that permissionless payments enable activists, merchants, and households to operate beyond censorship and debasement.
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.