Fiscal Dominance Reshapes Inflation, Markets, and Bitcoin
Explore how fiscal dominance, debt management, and weak monetary transmission reshape inflation, inequality, and demand for scarce assets.
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What Bitcoin Did
Hardware-Wallet Security After a Catastrophic Entropy Failure
Explore how entropy failures, AI-assisted exploits, and custody design reshape hardware-wallet security, trust, recovery, and resilience.
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Structural Drivers of Recent Bitcoin Price Weakness
In the February 27, 2026 episode of What Bitcoin Did, Alex Thorn attributes Bitcoin’s drawdown to crowded longs, whale distribution, shifting attention toward AI trades, and macro uncertainty rather than any deliberate price suppression.
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Bitcoin, Currency Wars, and the Next World Order
The February 23, 2026 episode of What Bitcoin Did features Parker Lewis dissecting claims that the “world order” is collapsing. Lewis argues that analysts overstate abstract geopolitical cycles while understating how fiat debasement and currency weaponization drive today’s fractures.
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Quantum Risk and Bitcoin: Evidence, Constraints, and Governance
The February 03, 2026 episode of What Bitcoin Did features Brandon Black examining claims about quantum computing threats to Bitcoin and separating narrative hype from measurable technical risk.
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The Limits of Permissionlessness in Bitcoin
The January 27, 2026 episode of What Bitcoin Did features Amiti Uttarwar explaining how Bitcoin’s defining feature—permissionless participation—creates both resilience and hidden coordination costs.
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The Fed’s Quiet Pivot and the Next Liquidity Shock
The January 22, 2026 episode of What Bitcoin Did features Larry Lepard arguing that the Federal Reserve has already pivoted away from tightening through so-called reserve management purchases.
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Bitcoin’s 2025 Paradox: Adoption Advances, Risks Reprice
The January 20, 2026 episode of the What Bitcoin Did podcast features Cory Klippsten arguing that 2025 was structurally positive for Bitcoin despite weak price performance.
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Bitcoin Treasury Strategies and the Limits of Credit Adoption
The January 12, 2026 episode of the What Bitcoin Did podcast features Michael Saylor discussing the evolution of Bitcoin treasury strategies and the growing focus on credit markets rather than short-term price action.
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Custody, Capital, and Control Risks Around Bitcoin
The January 05, 2026 episode of What Bitcoin Did features Simon Dixon arguing that fiat money creation and regulatory design concentrate power in banks and allied institutions.
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Bitcoin Treasuries, Digital Credit, and the Coming Shakeout
The December 10, 2025 episode of What Bitcoin Did features Jeff Walton explaining how Bitcoin treasury companies are evolving from simple “sell equity, buy Bitcoin” strategies into complex, yield-bearing balance sheets.
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Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya
The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.
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