Research area
Research and commentary on stablecoins, monetary pluralism, reserve structures, regulation, payments, and the future of digital money
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.
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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.
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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.
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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.”
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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.
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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.
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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.
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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.
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The October 21, 2025 episode of Coin Stories features David Marcus outlining Bitcoin’s role as a neutral settlement layer for global payments.
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The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
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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.
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The September 20, 2025 episode of Built on Bitcoin features Jesse Shrader outlining Lightning’s shift from hobbyist tooling to institution-grade infrastructure.
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