Bitcoin as Protocol, Custody, and Monetary Transition
The March 12, 2026 Brandon Gentile interview with Jeff Booth frames Bitcoin as a protocol repricing all assets rather than a dollar-denominated investment vehicle.
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Bitcoin Price Discovery, Custody Risk, and Hard-Asset Repricing
The March 9, 2026 episode of The Bitcoin Matrix features Roberto Rios arguing that distortions in paper asset markets and sovereign hard-asset accumulation are setting up a major Bitcoin repricing.
Bitcoin, Geopolitical Fracture, and Institutional Allocation
The March 8, 2026 Brandon Gentile Podcast interview features Matt Hougan arguing that geopolitical fracture and fiscal strain are strengthening Bitcoin’s long-run role as a non-political store of value.
Bitcoin Payments and the Fight for Agentic Commerce
The March 7, 2026 episode of TFTC features Matt Corallo arguing that agentic commerce creates a rare opening for Bitcoin payments because incumbent payment systems must rebuild for AI-driven transactions.
Bitcoin Education, Earnings Access, and Circular Adoption in Zambia
The March 7, 2026 episode of The Bitcoin Edge with Paula features Paul Simatenda describing Bitcoin education in Zambia as a path from scam skepticism to practical monetary use.
AI Job Dislocation (and Bitcoin’s Monetary Relevance)
The March 7, 2026 episode of the Peter H. Diamandis Podcast features Andrew Yang arguing that AI-driven job loss is outrunning political adaptation and destabilizing the social contract.
Bitcoin Municipalization and Regulatory Restraint in Panama
The March 6, 2026 episode of The Bitcoin Way features Mayer Mizrachi presenting Panama City as a municipal sandbox for lean governance, digitalization, and Bitcoin payment experimentation.
Understanding Bitcoin Supply & Demand - A Backgrounder
Our Bitcoin price forecast framework is based on aggregate market supply and demand 'working together' to figure out equilibrium prices.
Bitcoin supply, demand, and price dynamics
We develop a bottom-up, quantity-clearing model of Bitcoin price formation that couples its fixed 21-million-coin cap with plausible demand growth and execution behavior.
Draft Bitcoin horizon scan book online
Leveraging a modified, AI-assisted horizon scanning approach and analysis of 1,900 hours of 2024 Bitcoin-focused podcasts distilled with LLMs, it converts thousands of raw “threats and opportunities” into a preliminary research agenda.
2024 Bitcoin research horizon scan
I used an AI-assisted 'key questions' approach to: (1) analyze transcriptions from 1,818 Bitcoin podcast episodes from 2024; (2) identify Bitcoin-oriented threats and opportunities; and (3) create and refine a list of 100 policy-salient Bitcoin research questions.
What if US states had invested in Bitcoin in 2018?
I recently led the writing for a Satoshi Action Education report, coauthored with Eric Peterson and Dennis Porter, entitled "Strategic portfolio allocations for financial resilience: a counterfactual analysis of Bitcoin and gold in US state Rainy Day Funds."
Eric had the idea for this project, which asked '
Update - Bitcoin pricing framework / model published!
I'm happy to announce that our new journal article, "A supply and demand framework for Bitcoin price forecasting," was published today and is now available for free download from the Journal of Risk and Financial Management. Click on the link below:
A Supply and Demand Framework
Strategic portfolio allocations for financial resilience: a counter-factual analysis of Bitcoin and gold in US state Rainy Day Funds
Rainy Day Funds (RDFs) help U.S. states manage fiscal shortfalls and shocks but often rely on low-risk, low-yield investments that erode under inflation. In this paper, we test whether partial allocations to Bitcoin and gold bolster RDF performance from 2018 to 2024.