Bitcoin, Stablecoins, and AI Payment Rails
The March 6, 2026 episode of The Last Trade features James Camp arguing that Bitcoin’s path through AI will likely run first through stablecoin rails and institutionally shaped payment infrastructure.
Stablecoins
Lightning’s Bid to Capture Stablecoins and Foreign Exchange Settlement
The February 16, 2026 episode of the TFTC podcast features Jesse Shrader of Amboss arguing that the Lightning Network, combined with Taproot assets, can support stablecoins, decentralized exchange, and even segments of the $9.7 trillion daily foreign exchange market.
Stablecoins, Sovereign Balance Sheets, and the API Reset of Banking
The February 10, 2026 episode of the Final Settlement Podcast features a panel discussion examining Tether’s evolving balance sheet strategy, the rise of regulated banking charters for digital asset firms, and the acceleration of stablecoin payment rails.
Bitcoin’s Next Era: Digital Gold, Stablecoins, and Freedom Tech
The February 03, 2026 episode of the ARK Invest podcast features a multi-guest panel discussing Bitcoin’s evolving role alongside stablecoins and a broader class of “freedom technologies.”
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.
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.
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.