Latest posts
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Exploring Bitcoin’s Price Trajectory: An Interactive Supply-Demand Model
How high could Bitcoin’s price go – and what drives it there? This interactive tool lets you explore one answer to that question by adjusting the key economic assumptions behind a peer-reviewed supply-demand model of Bitcoin price formation. The modeling app is available here (requires a free membership): Bitcoin Supply-Demand Price Model App This adjustable
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Bitcoin as Protocol, Custody, and Monetary Transition
Summary The March 12, 2026 Brandon Gentile interview with Jeff Booth frames Bitcoin as a protocol repricing all assets rather than a dollar-denominated investment vehicle. He argues that self-custody plus peer-to-peer privacy tools move users out of a control system, while open protocol layers expand payments, identity, and machine-mediated coordination. He contends that secure decentralization
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Bitcoin Price Discovery, Custody Risk, and Hard-Asset Repricing
Summary The March 9, 2026 episode of The Bitcoin Matrix features Roberto Rios arguing that distortions in paper asset markets and sovereign hard-asset accumulation are setting up a major Bitcoin repricing. He links that view to alleged paper-market suppression and to China’s expanding control over gold and silver supply chains. He argues these pressures could
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Bitcoin, Geopolitical Fracture, and Institutional Allocation
Summary The March 8, 2026 Brandon Gentile Podcast interview features Matt Hougan arguing that geopolitical fracture and fiscal strain are strengthening Bitcoin’s long-run role as a non-political store of value. He ties that outlook to war-driven money printing and a gradual shift of store-of-value demand from fiat systems and gold toward Bitcoin. He suggests these
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AI Job Dislocation (and Bitcoin’s Monetary Relevance)
Summary The March 7, 2026 episode of the Peter H. Diamandis Podcast features Andrew Yang arguing that AI-driven job loss is outrunning political adaptation and destabilizing the social contract. He treats rapid white-collar displacement plus delayed institutional response as the two main mechanisms pushing demand for UBI, while questioning whether college or office work remain
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Bitcoin Municipalization and Regulatory Restraint in Panama
Summary The March 6, 2026 episode of The Bitcoin Way features Mayer Mizrachi presenting Panama City as a municipal sandbox for lean governance, digitalization, and Bitcoin payment experimentation. He argues that reducing bureaucracy and allowing Bitcoin tax payments through intermediaries can lower institutional friction without adding balance-sheet risk to the city. He frames Panama’s longer-term
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Bitcoin Payments and the Fight for Agentic Commerce
Summary The March 7, 2026 episode of TFTC features Matt Corallo arguing that agentic commerce creates a rare opening for Bitcoin payments because incumbent payment systems must rebuild for AI-driven transactions. He identifies rapid gains in AI software-building capacity and the absence of a settled payment standard for agents as the two mechanisms that create
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Bitcoin Education, Earnings Access, and Circular Adoption in Zambia
Summary The March 7, 2026 episode of The Bitcoin Edge with Paula features Paul Simatenda describing Bitcoin education in Zambia as a path from scam skepticism to practical monetary use. He identifies cheaper cross-border payments and inflation-resistant saving as the main mechanisms driving student interest in Bitcoin adoption. He argues that broader access to earning
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Bitcoin, Stablecoins, and AI Payment Rails
Summary 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. He points to agent-native payment economics and incumbent control over dollar networks as the main mechanisms steering early adoption away from direct Bitcoin settlement.
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Bitcoin Education as Merchant Infrastructure in Namibia
Summary The March 6, 2026 episode of the Bitcoin Marketing Podcast features Okin Tjongarero explaining Bitcoin adoption in Namibia through practical earning, spending, and merchant education. He centers high payment frictions for Namibians and low-cost onboarding tools as the main mechanisms making Bitcoin usable beyond speculation. He argues that local circular spending and institution-facing education