How to prepare a briefing note
Regular visitors will have noticed that I quit posting briefing notes for individual Bitcoin podcasts. With the advances in AI, it just didn'
Read the analysisResearch area
Horizon scan
BIG IDEAS 2026: AI Convergence and Bitcoin’s Financialization
The February 17, 2026 episode of ARK Invest’s “Big Ideas 2026” deep dive features the ARK Invest panel arguing that AI is accelerating multiple innovation platforms simultaneously, reshaping capital formation and productivity.
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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.
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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.
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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.
Read the analysisAn 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
Read the analysisAI-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.
Read the analysis100 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.
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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.
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40 questions for shaping a policy-salient Bitcoin research agenda
Full article summary: Rudd, M.A., 2024. 40 questions for shaping a policy-salient Bitcoin research agenda, SSRN preprint.
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