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.
Stablecoins
When Currency Confidence Breaks: Cascades, Mining Shifts, and Quantum Risk
The January 21, 2026 episode of the Brandon Gentile Show features Matt Prusak explaining why Bitcoin adoption accelerates through social preference cascades rather than single political or market catalysts.
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.
Bitcoin Settlement Rails, Stablecoins, and the SWIFT Displacement Thesis
The October 21, 2025 episode of Coin Stories features David Marcus outlining Bitcoin’s role as a neutral settlement layer for global payments.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
Stablecoins, Collateral Policy, and AI-Driven Settlement
September 29, 2025 on the Final Settlement podcast, a panel examines Tether’s headline $500B valuation, a U.S.-focused “USA” stablecoin effort, and how market plumbing shapes adoption.
Lightning Liquidity, Stablecoins, and Self-Custody
The September 20, 2025 episode of Built on Bitcoin features Jesse Shrader outlining Lightning’s shift from hobbyist tooling to institution-grade infrastructure.