Research area

Stablecoins

Research and commentary on stablecoins, monetary pluralism, reserve structures, regulation, payments, and the future of digital money

AI Agents, Energy Bottlenecks, and Bitcoin Rails

AI/HPC 10 Jul 2025

AI Agents, Energy Bottlenecks, and Bitcoin Rails

In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.

Read the analysis
Tariff Uncertainty and Bitcoin's New Role

Macro trends 09 Apr 2025

Tariff Uncertainty and Bitcoin's New Role

On April 9, 2025, the Bitcoin Magazine podcast featuring Matthew Pines, Zach Shapiro, and Zach Cohen explored aggressive tariff policies and fiscal uncertainties under the Trump administration while noting Bitcoin’s evolving legitimacy as a strategic asset.

Read the analysis