AI Capex Boom Meets Bitcoin and Tokenization
The January 23, 2026 episode of ARK Invest features Cathie Wood explaining why converging innovation platforms could drive an extended AI-led capital spending cycle and a step-change in productivity.
Horizon scan
Bitcoin Research Priorities in 2025: Beyond First-Order Effects
This paper presents a 2025 horizon scan that adapts the logic of key questions exercises to Bitcoin-centric long-form podcast and interview discourse, drawing on 2,297 episodes to infer policy-salient research priorities.
Bitcoin’s Paradigm Shift and the Limits of Legacy Pricing
The November 18, 2025 episode of the Robin Seyr Podcast features CK arguing that markets continue to misprice Bitcoin because they frame it within today’s financial paradigm rather than as a potential civilizational shift.
An emerging and urgent need for transdisciplinary research on Bitcoin
A Bitcoin science roadmap could identify research priorities and capacity-building opportunities across environmental, social, financial, economic, and security dimensions
AI-Assisted Identification of Policy-Salient Research Priorities and Emerging Issues
This paper explores possibilities for integrating artificial intelligence (AI) into horizon scanning and key question exercises to navigate the challenges posed by emerging technologies.
100 Important Questions about Bitcoin’s Energy Use and ESG Impacts
The breadth of knowledge required to answer key questions highlights the need to build research capacity, encourage collaborative cross-sectoral and -disciplinary research, and develop a prioritized research agenda.
Bitcoin Worlds preprint
Bitcoin confronts the global monetary order with an unprecedented experiment of absolute scarcity in a system built on elastic credit. Bitcoin’s trajectory will be set less by protocol rules than by governance choices.