Research area
Analysis of geopolitical change, state strategy, technology competition, monetary power, and their implications for digital systems
In an August 2026 Norges Bank Investment Management podcast, Ørsted CEO Rasmus Errboe details the offshore wind sector’s transition from rapid cost reduction to a period of severe macroeconomic and regulatory volatility.
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In the August 18, 2026 episode of Moonshots with Peter Diamandis, guest Alvin Graylin argues that the US-China artificial intelligence race is fundamentally mischaracterized as a zero-sum competition.
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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.
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The February 23, 2026 episode of What Bitcoin Did features Parker Lewis dissecting claims that the “world order” is collapsing. Lewis argues that analysts overstate abstract geopolitical cycles while understating how fiat debasement and currency weaponization drive today’s fractures.
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The February 18, 2026 episode of the You’re the Voice podcast features Simon Dixon arguing that modern political and economic systems are structured around debt issuance, securitization, and institutional subordination.
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The January 29, 2026 episode of the Moonshots podcast features Cathie Wood arguing that converging AI-era technologies could push global real GDP growth toward 7% through 2030.
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The January 27, 2026 episode of the Peter H. Diamandis Podcast features the Moonshot panel looking at Davos 2026 and examining how artificial intelligence has moved from a sectoral technology to a system-shaping force.
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The January 26, 2026 episode of the TFTC podcast features Josh Phair arguing that gold and silver’s repricing reflects a “metals war” shaped by geopolitics, security priorities, and contested control over physical supply.
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The January 20, 2026 episode of the Coin Stories podcast features Luke Gromen arguing that the dollar-based system is entering a higher-volatility phase where geopolitics, energy constraints, and sovereign debt interact in unstable ways.
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The debate over stablecoins and Bitcoin is often framed as a technical argument about speed, fees, or volatility. What is really at stake is not payments technology, but which monetary worldview policymakers are trying to preserve.
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The September 10, 2025 episode of the Brandon Gentile podcast features Andy Schectman arguing that US policymakers are preparing a controlled exit from dollar reserve status.
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The November 30, 2025 episode of the Robin Seyr Podcast features Prince Filip of Serbia outlining how Bitcoin’s politicization is reshaping nation-state strategy, banking power, and energy markets.
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