The Bitcoin Distillery (Page 6)

The Bitcoin Distillery

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Quantum Risk and Bitcoin’s Upgrade Path

Quantum Risk and Bitcoin’s Upgrade Path

The February 11, 2026 episode of the Stephan Livera Podcast features Matt Corallo examining how Bitcoin should prepare for cryptographically relevant quantum computers without imposing excessive costs on users.

Cathie Wood on AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

Cathie Wood on AI Capital Cycles, Bitcoin Volatility, and Quantum Risk

The February 07, 2026 episode of ARK Invest features Cathie Wood arguing that recent market turmoil reflects misinterpretation of AI capital spending, Bitcoin’s volatility relative to gold, and tightening liquidity conditions.

Lightning, Stablecoins, and Institutional Bitcoin Integration

Lightning, Stablecoins, and Institutional Bitcoin Integration

The February 14, 2026 episode of the Mr. M Podcast features Bobby Shell discussing how Lightning infrastructure, stablecoin incentives, and expanding Bitcoin-backed lending markets are reshaping adoption pathways.

Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

The February 11, 2026 episode of Bitcoin Fundamentals features Jeff Booth, Jack, and Nick presenting a paper that treats Bitcoin as a physical process producing discrete units of time.

Lightning’s Bid to Capture Stablecoins and Foreign Exchange Settlement

Lightning’s Bid to Capture Stablecoins and Foreign Exchange Settlement

The February 16, 2026 episode of the TFTC podcast features Jesse Shrader of Amboss arguing that the Lightning Network, combined with Taproot assets, can support stablecoins, decentralized exchange, and even segments of the $9.7 trillion daily foreign exchange market.

AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads

The February 15, 2026 episode of the Jordi Visser Podcast features Jordi arguing that AI has entered a recursive self-improvement phase that is structurally undermining SaaS, hyperscalers, and overowned growth equities.

Institutional Bitcoin, Retirement Rails, and Financialization Risk

Institutional Bitcoin, Retirement Rails, and Financialization Risk

The February 13, 2026 episode of the Tim Kotzman Podcast features Chris Kline discussing how Bitcoin’s maturation into institutional portfolios is reshaping retirement strategy, product design, and risk management.

Bitcoin mining

Off-Grid Bitcoin Mining and Data Sovereignty

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Adoption

More

Shocks, AI, and the Next Bitcoin Awakening

Lightning’s Billion-Dollar Month and Who Uses It

Lightning, Stablecoins, and Institutional Bitcoin Integration

When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk

Argentina’s Bitcoin Adoption Under Institutional Distrust

Bitcoin culture

More

Bitcoin Awareness, Calendars, and Real Ownership

Debt, Sovereignty, and Bitcoin as Financial Exit

Bitcoin Sovereignty, AI Surveillance, and Political Realignment

Bitcoin as Discrete Time: Physics, Entropy, and Quantum Risk

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

Security

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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