Global Dollar Dynamics & Bitcoin Challenges
On the April 04, 2025 episode of What Bitcoin Did with Brent Johnson examines how global liquidity flows and sovereign debt dynamics reinforce US dollar strength through the dollar milkshake theory.
Latest
Shaping Bitcoin’s Practical Future: Dual-Use Mining & Wallet Innovations
On April 04, 2025 episode of The Bitcoin Way with Adam Simecka examines innovative Bitcoin mining and wallet solutions amid regulatory challenges, emphasizing practical adoption and network decentralization.
Fiscal Pressures and Custody Challenges Reshape Bitcoin
On April 04, 2025, a panel on The Last Trade podcast examined how rising US fiscal deficits, evolving custody models, and regulatory uncertainty are influencing Bitcoin’s valuation and its role as a savings technology.
Forecasting the Intelligence Explosion and Systemic Risks
The April 03, 2025 episode of the Dwarkesh Patel Podcast with Scott Alexander and Daniel Kokotajlo outlines a detailed month-by-month forecast of AI progress toward superintelligence, highlighting acceleration factors, alignment challenges, and looming economic and geopolitical shifts.
Bitcoin Maximalism and Community Resilience
* My 'briefing notes' summarize the content of podcast episodes; they do not reflect my own views.
* They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications.
* Pay attention to broadcast dates (I often summarize older episodes)
* Some
Nation State Bitcoin Dynamics: Risks & Opportunities
The April 03, 2025 episode of Robin Seyr Podcast featuring Prince Filip of Serbia explores how nation state investments and regulatory experiments are reshaping Bitcoin mining and adoption.
Monetary Reform Through Bitcoin
The April 03, 2025 episode of the Bitcoin Nova Podcast with Lawrence Lepard examines how excessive money printing and inflation undermine economic stability while positioning Bitcoin as a transformative, sound money alternative.
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.