The Bitcoin Distillery

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Macro trends

Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.

AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime

AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime

The January 04, 2026 episode of the Jordi Visser Podcast features Jordi arguing that the global economy is entering an early-cycle reflation regime driven by AI-enabled productivity rather than labor growth.

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

Bitcoin’s Anti-Capture Logic: Protocol Use vs Financialization

The December 22, 2025 episode of The Bitcoin Matrix features Jeff Booth arguing that Bitcoin’s long-run strength comes from people using it as an open protocol rather than holding it as an intermediated asset.

Fiscal Dominance, Debasement, and Bitcoin’s Governance Test

Fiscal Dominance, Debasement, and Bitcoin’s Governance Test

The December 22, 2025 episode of The Bitcoin Edge with Paula features Lyn Alden arguing that heavily indebted states can avoid nominal default while delivering a real default through persistent currency debasement.

AI Agents, Enterprise Consolidation, and Bitcoin Signals

AI Agents, Enterprise Consolidation, and Bitcoin Signals

The December 21, 2025 episode of the Jordi Visser Podcast features Jordi arguing that 2026 becomes the real AI inflection point as enterprises move from AI apps to AI agents that execute end-to-end workflows.

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

The December 18, 2025 episode of The Bitcoin Layer features Nik Bhatia arguing that Bitcoin’s near-term direction hinges on Treasury yields, dollar-linked liquidity, and market-implied inflation expectations.

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

The December 14, 2025 episode of the Jordi Visser Podcast features Visser arguing that markets are rotating toward a reflation narrative even as several disinflation signals remain intact.

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

The December 13, 2025 episode of the Anthony Pompliano Podcast features Visser arguing that the Fed’s communication around a 25bp cut matters more than the cut itself because it hints at labor softening and a more accommodative posture.