Navigating Markets, Fiscal Policy, and AI Hardware Shifts
The March 23, 2025 episode of Jordi Visser's podcast examines how fiscal measures, evolving market technical indicators, and the shift to embodied AI are reshaping market dynamics.
Latest
Bitcoin 2025: From China's Ban to US Strategic Reserves
On April 02, 2025, the Robin Seyr Podcast featured Pierre Rochard discussing how regulatory shifts, strategic Bitcoin reserves, and evolving market dynamics are reshaping Bitcoin’s role as a decentralized monetary system.
Bitcoin Expansion: Soluna’s Strategic Shift
On April 02, 2025, the McNallie Money podcast with guest John Belizaire reviewed Soluna’s robust Bitcoin hosting operations and strategic pivot toward AI infrastructure.
Crisis and Transition: Reforming Monetary Foundations
On April 02, 2025, the Kitco News broadcast with Larry Lepard scrutinized an unsustainable monetary system marked by excessive money printing, mounting debt, and deepening wealth inequality. Lepard presented gold and Bitcoin as potential anchors for a sound money transition.
US Bitcoin Policy Shifts and Regulatory Innovation
On April 01, 2025, The Bitcoin Layer featured Yaël Ossowski discussing significant U.S. policy shifts affecting Bitcoin, including the repeal of the IRS broker rule and proposals for dimminimous taxation.
Bitcoin Redefining Value in a Decentralized Economy
The April 02, 2025 episode of Mr. M Podcast with Knut Svanholm examines Bitcoin’s unique architecture, its dual role as a store of value and a medium of exchange over time, and challenges such as mining centralization and regulatory pressures.
Bitcoin Cultural Investment Nexus
The April 01, 2025 episode of Bitcoin Infinity Show featuring Mike Jarmuz explores early Bitcoin investment regrets, democratized funding models, and the emergence of organic cultural events such as Satoshi Roto.
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.