AI Capex, Grid Bottlenecks, and Bitcoin’s Hedge Case
The September 30, 2025 episode of Milk Road Macro features Jordi Visser analyzing how AI-driven capital expenditure is reshaping markets and real-economy bottlenecks.
Energy
From HODL to Use: Mining, Energy Integration, and Education
The October 02, 2025 episode of the Robin Seyr Podcast features Kristian Csepcsar explaining why Bitcoin’s resilience depends on use, not holding alone.
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
AI Buildout, Power Bottlenecks, and Bitcoin Optionality
The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
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.
AI Energy Limits and Global Compute Rivalries
The September 03, 2025 episode of the Peter H. Diamandis Podcast features Alexander Wissner-Gross and Dave Blundin analyzing Elon Musk’s Colossus data centers and the broader AI arms race.
Bitcoin Mining as an Energy Market Solution
The August 16, 2025 episode of the What is Money podcast features David Branscum explaining how Bitcoin mining stabilizes energy grids and monetizes wasted resources.