Debt, Rails, and Institutional Paths for Bitcoin Access
The September 24, 2025 episode of Scarce Assets features Avik Roy outlining how U.S. fiscal stress elevates the risk of restrictions on dollar–Bitcoin conversion.
Latest
Accumulator Model for Public Bitcoin Exposure
The September 20, 2025 episode of the Tim Kotzman Podcast features Matt Prusak explaining an “accumulator” model that fuses mining scale with capital-markets tactics.
Node Sovereignty, Incentives, and Client Diversity
The September 23, 2025 episode of the Robin Seyr Podcast features MrRGnome examining how node sovereignty, not miner signaling, defines Bitcoin’s rules. He argues incentives - like the SegWit discount - drive outcomes more than OP_RETURN or mempool policy.
Oilfield Gas-to-Bitcoin: Financing, Contracts, and Regulatory Drivers
The September 23, 2025 episode of TFTC features Sean Milmoe explaining how using otherwise wasted oilfield gas to power Bitcoin mining can create more value than selling it into pipelines at standard market prices.
Market Psychology at $2T: Flows, Leverage, and On-Chain Signals
The September 23, 2025 episode of Unchained maps how flows, leverage, and cohort cost bases shape Bitcoin’s market behavior. On-chain analyst James Check explains why realized cap near $1T matters while slowing ETF inflows and expanding derivatives rewire price discovery.
Bitcoin Governance Conflicts and State Policy Frontiers
The September 22, 2025 episode of the Bitcoin Infinity Show features Dennis Porter discussing how state-level Bitcoin policies and strategic reserve bills are reshaping U.S. political dynamics.
Fiat Fragility, Regulatory Confusion, and Bitcoin’s Neutral Role
The September 22, 2025 episode of the Robin Seyr Podcast features Freddie New explaining how sovereign debt fragility and fiscal inaction accelerate currency debasement, strengthening Bitcoin’s appeal as neutral money.
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.