Latest posts
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AI-Driven Counterparty Risk and the Future of Bitcoin Custody
Summary The February 27, 2026 episode of The Last Trade features a panel weighing allegations about TerraUSD’s collapse while arguing that claims of a single firm “manipulating” Bitcoin’s daily price action remain unproven. They focus on how custody opacity, rehypothecation, and fragile credit products can turn Bitcoin holdings into counterparty exposure, then connect those risks
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Shocks, AI, and the Next Bitcoin Awakening
Summary The February 26, 2026 episode of THE Bitcoin Podcast features Lyn Alden assessing why the latest Bitcoin cycle underperformed bullish expectations despite robust institutional access and Lightning growth. Alden links muted price action to weak topline demand, OG selling, competition from AI-themed equities, and the fading explanatory power of the four-year halving narrative, while
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Gold, Silver and Bitcoin in a $350T Debt World
Summary The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin. Holmes argues that modern monetary theory–style financing of national security and infrastructure, coupled with China’s de-dollarization strategy, is driving central banks and investors toward scarce hard assets.
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Bitcoin-Backed Digital Credit and the Future of Yield
Summary The February 25, 2026 panel from the MicroStrategu annual conference features Dylan LeClair, Ben Werkman, and Matt Cole examining how Bitcoin-backed digital credit instruments reshape corporate finance and investor portfolios. They argue that pairing long-duration Bitcoin treasuries with perpetual or long-dated liabilities creates mispriced, income-producing assets that remain resilient even in a bear market.
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Bitcoin-Backed Digital Credit as a New Yield Layer
Summary The February 25, 2026 MicroStrategy annual conference keynote by Michael Saylor has him arguing that Bitcoin functions as “digital capital” and can be transformed into a new class of Bitcoin-backed “digital credit.” He explains how a variable preferred stock structure backed by Bitcoin aims to deliver equity-like returns with credit-like stability and tax-efficient return-of-capital
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AI Agents, Work, and the New Automation Shock
Summary The February 24, 2026 episode of The Ezra Klein Show features Jack Clark examining how AI “agents” that can write and run code are rapidly changing software development and white-collar work. Clark explains how systems like Claude Code already handle most coding tasks at Anthropic, while humans shift toward specification, oversight, and strategic judgment
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Safe Havens, Gold, and Custody Risk in Bitcoin
Summary The February 23, 2026 episode of the Robin Seyr Podcast features Michael Tanguma assessing whether Bitcoin’s sharp drawdown reflects broken fundamentals or a temporary dislocation. Tanguma contrasts collapsing retail leverage and digital asset treasury trades with expanding institutional infrastructure, sovereign hedging, and a renewed gold rally that signals deep unease with the dollar system.
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Bitcoin, Gold and the Global Liquidity Cycle
Summary The February 24, 2026 episode of the Archie Podcast features Andre Dragosch analyzing why Bitcoin has halved from its October 2025 peak despite strong institutional demand and continued global liquidity. He explains how this cycle’s bull market unfolded while US manufacturing indicators remained in contraction, contrasts Bitcoin’s US-centered demand with China-driven strength in gold,
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Lightning’s Billion-Dollar Month and Who Uses It
Summary The February 23, 2026 episode of the Stephan Livera Podcast features Sam Wouters outlining new evidence that Lightning Network monthly volume exceeded $1.17 billion in November 2025 despite modest public capacity metrics. Wouters explains how extrapolated node data, rising channel efficiency, and exchange-centered flows show that Lightning is quietly scaling real usage even as
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Bitcoin, Currency Wars, and the Next World Order
Summary 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. He contends that as confidence in dollar-based institutions erodes, a neutral monetary standard such as