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.
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Stablecoins
Research and commentary on stablecoins, monetary pluralism, reserve structures, regulation, payments, and the future of digital money
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.
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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.
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Gold and Bitcoin in Deflation: Reserves and Stablecoins
The September 15, 2025 episode of the Robin Seyr Podcast features Dominic Frisby assessing gold and Bitcoin under deflation and reserve realignment. Frisby argues gold anchors unit-of-account stability while Bitcoin scales as a digital bearer asset.
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Private Money, Stablecoins, and the Genius Act
The August 07, 2025 episode of ARK Invest features Dr. Art Laffer and Paolo Ardoino discussing how stablecoins operationalize private money alongside Bitcoin.
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Treasuries, ETFs, and the $200K Supply Squeeze
The August 06, 2025 episode of Blockstream Talk features Matt Hougan outlining how institutional adoption of Bitcoin has shifted from technical barriers to behavioral ones such as anchoring bias.
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Bitcoin, Stablecoins, and Political Polarization
The September 02, 2025 episode of the Archie Podcast features Fernando Nikolić explaining how economic stress fuels political polarization and shapes adoption choices between stablecoins and Bitcoin.
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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.
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Britain’s Bitcoin Bottleneck: Regulation, Energy, Hash Rate
The July 10, 2025 episode of the Archie Podcast features policy advocates Freddie New and Susie Violet Ward detailing why Britain lags global Bitcoin adoption.
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Bitcoin’s Role in the Coming Yield‑Curve‑Control Era
The April 18 2025 episode of the Brandon Gentile Podcast features investor David Foley explaining why soaring U.S. debt and likely yield‑curve control will debase fiat currencies and redirect capital into Bitcoin.
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US Digital Asset Reserve & Regulatory Pathways
On April 14, 2025, the Anthony Pompliano Podcast featured Bo Hines discussing the US government’s bold initiative to amass a strategic Bitcoin reserve while reforming digital asset regulation.
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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.
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