The Bitcoin Distillery (Page 3)

The Bitcoin Distillery

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AI Agents, Stablecoins, and Bitcoin Positioning for 2026

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)

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 Treasury Finance, Index Access, and Capital Market Scaling

Bitcoin Treasury Finance, Index Access, and Capital Market Scaling

The December 30, 2025 episode of the Coin Stories podcast features Andrew Kang explaining why Strategy continues to expand its Bitcoin treasury through capital-market engineering rather than operating cash flow.

Quantum-Resistant Bitcoin: Hash-Based Signatures and Migration Risks

Quantum-Resistant Bitcoin: Hash-Based Signatures and Migration Risks

The December 31, 2025 episode of the TFTC podcast features Jonas Nick and Mikhail Komarov explaining how quantum capability could turn exposed public keys into forged signatures and direct coin theft.

Lightning’s Quiet Shift from Capacity to Reliability

Lightning’s Quiet Shift from Capacity to Reliability

The December 29, 2025 episode of the Stephan Livera Podcast features Nate (“Beeforbacon”) arguing that the Lightning Network’s biggest gains now show up in payment reliability and operational usability rather than in rising public channel capacity.

Bitcoin Treasury Finance, Yield Products, and Index Rules

Bitcoin Treasury Finance, Yield Products, and Index Rules

The December 23, 2025 episode of Coin Stories features MicroStrategy's Phong Le explaining how a corporate Bitcoin treasury strategy increasingly relies on capital-markets instruments, liquidity reserves, and explicit risk framing rather than simple buy-and-hold messaging.

Ecash Mints on Bitcoin: Privacy Gains, Trust Costs

Ecash Mints on Bitcoin: Privacy Gains, Trust Costs

The December 27, 2025 episode of The Transformation of Value features Erik Cativo explaining why Bitcoin-denominated ecash mints can make everyday payments feel like sending a message while restoring cash-like privacy.

Macro trends

AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime

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.

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

The December 22, 2025 episode of The Bitcoin Matrix features Jeff Booth arguing that Bitcoin’s long-run strength comes from people using it as an open protocol rather than holding it as an intermediated asset.

Fiscal Dominance, Debasement, and Bitcoin’s Governance Test

Fiscal Dominance, Debasement, and Bitcoin’s Governance Test

The December 22, 2025 episode of The Bitcoin Edge with Paula features Lyn Alden arguing that heavily indebted states can avoid nominal default while delivering a real default through persistent currency debasement.

AI Agents, Enterprise Consolidation, and Bitcoin Signals

AI Agents, Enterprise Consolidation, and Bitcoin Signals

The December 21, 2025 episode of the Jordi Visser Podcast features Jordi arguing that 2026 becomes the real AI inflection point as enterprises move from AI apps to AI agents that execute end-to-end workflows.

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

The December 18, 2025 episode of The Bitcoin Layer features Nik Bhatia arguing that Bitcoin’s near-term direction hinges on Treasury yields, dollar-linked liquidity, and market-implied inflation expectations.

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

The December 14, 2025 episode of the Jordi Visser Podcast features Visser arguing that markets are rotating toward a reflation narrative even as several disinflation signals remain intact.

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

The December 13, 2025 episode of the Anthony Pompliano Podcast features Visser arguing that the Fed’s communication around a 25bp cut matters more than the cut itself because it hints at labor softening and a more accommodative posture.

Bitcoin mining

Bitcoin Mining, AI Compute, and the Power Constraints

Bitcoin Mining, AI Compute, and the Power Constraints

The January 8, 2026 episode of the Bitcoin Rails podcast features Fred Thiel explaining how Bitcoin mining and AI infrastructure converge around power, land, and capacity constraints.

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

The December 11, 2025 episode of The David Lin Report features Fred Thiel arguing that Bitcoin’s October–November weakness reflected a layered risk-off shift, including shifting rate-cut expectations, leverage flushes, and market anxiety sparked by long-dormant wallets moving coins.

Mining Economics Tighten as Grid Queues and AI Load Accelerate

Mining Economics Tighten as Grid Queues and AI Load Accelerate

The December 12, 2025 episode of The Mining Pod features Ethan Vera explaining why weak hash price conditions, modest difficulty relief, and volatile power markets keep miners cautious on new capital spending.

Bitcoin Block Space as a Commodity Market

Bitcoin Block Space as a Commodity Market

The December 11, 2025 episode of Abundant Mines features Bob Burnett explaining why Bitcoin’s future hinges on treating block space as scarce, priced infrastructure.

Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya

Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya

The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.

Bitcoin Mining as Flexible Load on ERCOT’s Grid

Bitcoin Mining as Flexible Load on ERCOT’s Grid

The September 09, 2025 episode of TFTC features Brad Cuddy explaining how miners act as large flexible loads that curtail during scarcity events to support ERCOT reliability.

Bitcoin as a Political Weapon and Nation-State Strategy

Bitcoin as a Political Weapon and Nation-State Strategy

The November 30, 2025 episode of the Robin Seyr Podcast features Prince Filip of Serbia outlining how Bitcoin’s politicization is reshaping nation-state strategy, banking power, and energy markets.

Bitcoin culture

More

Self-Custody, Control Systems, and the Fight for Monetary Exit

Bitcoin’s Endgame: Incentives, Custody, and the Fiat Exit

When Bitcoin Privacy Becomes a Crime: The Samurai Wallet Prosecution

Bitcoin’s Dip, Institutional Demand, and Privacy Risks

From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale

Security

More

High-Stakes Social Engineering in Bitcoin Mining

Quantum Risk, AI Math, and Bitcoin Governance

AI Agents at 10% Cost: Policy, Privacy, and Mining

Taplocks, Policy-Signer Wallets & the Anchor Era

Constitutional Money: Bitcoin’s Sovereignty Edge

Adoption

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Argentina’s Bitcoin Adoption Under Institutional Distrust

Bitcoin as a Settlement Rail for Real-Time Payments

Sats Pricing and Local Earning as Bitcoin Circular Economy Infrastructure

Why Stacking Bitcoin at All-Time Highs Still Makes Sense in 2025

Bitcoin, Financial Repression, and Permissionless Payments