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Political economy

AI Deflation, Stablecoin Rails, and Bitcoin’s Purchasing Power Case

AI Deflation, Stablecoin Rails, and Bitcoin’s Purchasing Power Case

The February 03, 2026 episode of the Final Settlement podcast features Cam Doody arguing that accelerating AI-driven technological deflation strengthens Bitcoin’s long-run purchasing power, even if the market discounts it in the near term.

Bitcoin’s Debasement Trade and the Risks of Market Plumbing

Bitcoin’s Debasement Trade and the Risks of Market Plumbing

The February 01, 2026 episode of Brandon Gentile features Mel Mattison arguing that a weakening dollar-centered order extends a multi-year “debasement trade” in scarce, non-dollar assets, including Bitcoin.

Bitcoin’s Monetization Path: Store of Value, Collateral, and Unit of Account

Bitcoin’s Monetization Path: Store of Value, Collateral, and Unit of Account

The January 12, 2026 episode of Bitcoin for Millennials features Vijay Boyapati arguing that many observers misread Bitcoin because they start with the wrong definition of money.

Bitcoin’s 2025 Paradox: Adoption Advances, Risks Reprice

Bitcoin’s 2025 Paradox: Adoption Advances, Risks Reprice

The January 20, 2026 episode of the What Bitcoin Did podcast features Cory Klippsten arguing that 2025 was structurally positive for Bitcoin despite weak price performance.

Private Money, Public Power: Stablecoins, Bitcoin, & the U.S. Monetary Worldview

Private Money, Public Power: Stablecoins, Bitcoin, & the U.S. Monetary Worldview

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.

Custody, Capital, and Control Risks Around Bitcoin

Custody, Capital, and Control Risks Around Bitcoin

The January 05, 2026 episode of What Bitcoin Did features Simon Dixon arguing that fiat money creation and regulatory design concentrate power in banks and allied institutions.

Inflation, Fiscal Dominance, and Bitcoin’s Ascent

Inflation, Fiscal Dominance, and Bitcoin’s Ascent

The September 22, 2025 episode of What Bitcoin Did features Lawrence Lepard outlining how fiscal dominance and prospective yield curve control entrench inflationary pressures.