Research area
The February 07, 2026 episode of the ARK Invest podcast features Cathie Wood arguing that recent market turmoil reflects misinterpretation of AI capital spending, Bitcoin’s volatility relative to gold, and tightening liquidity conditions.
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The August 29, 2025 episode of the Onramp Media Webinar Series features Luke Gromen arguing that a “100-year reset” is pushing reserves back to neutral assets as bonds fail on a real basis.
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The August 13, 2025 episode of the Archie Podcast features Dominic Frisby explaining how Bitcoin and gold operate as complementary hedges against fiat debasement.
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The April 24, 2025 episode of the Robin Seyr Podcast features Trey Sellers outlining how a modest Bitcoin allocation sharpens FIRE strategies by capitalizing on volatility and fixed-supply upside.
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The April 04, 2025 episode of the Robin Seyr Podcast with Matt Golliher discusses how Bitcoin is transforming wealth management by serving as both a long-term savings vehicle and a portfolio enhancer.
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The March 22, 2025 episode of Rajat Soni podcast presents a detailed overview by Soni on how strategic Bitcoin allocation can transform a traditional portfolio over a 20‐year horizon. Soni’s analysis provides a roadmap for achieving early retirement and long-term financial freedom.
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The March 11, 2025 episode of Coin Stories with James Lavish examines Bitcoin’s evolving market dynamics, its role in portfolio enhancement, and the growing institutional participation.
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I recently led the writing for a Satoshi Action Education report, coauthored with Eric Peterson and Dennis Porter, entitled "Strategic portfolio allocations for
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Rainy Day Funds (RDFs) help U.S. states manage fiscal shortfalls and shocks but often rely on low-risk, low-yield investments that erode under inflation. In this paper, we test whether partial allocations to Bitcoin and gold bolster RDF performance from 2018 to 2024.
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This post gives a non-technical summary of our new Satoshi Action working paper. We developed a Bitcoin supply-and-demand framework and model for forecasting Bitcoin price trajectories out to 2036.
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The October 25, 2024 episode of The Last Trade podcast features Mark Connors discussing Bitcoin’s emerging role in portfolio diversification and institutional investment, emphasizing its unique risk-reward profile compared to traditional assets.
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In the October 23, 2024 episode of The Bitcoin Layer, Nik Bhatia explores the implications of rising U.S. Treasury yields, analyzing how they affect Bitcoin, gold, and other markets.
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