Latest posts
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Leverage Shocks, Structured Selling, and Bitcoin’s Debasement Trade
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 21, 2025 episode of Kitco News
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Difficulty, Fees, and the Squeeze on Bitcoin Miners
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 21, 2025 episode of McNallie Money
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Reigniting Bitcoin’s Utility: Fees, Governance, and Competitive Layer-2s
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The October 21, 2025 episode of Supply Shock
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Bitcoin Settlement Rails, Stablecoins, and the SWIFT Displacement Thesis
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The October 21, 2025 episode of Coin Stories
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Bitcoin Under Repression: Aid Rails, Activism, and Energy Options in Venezuela
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The October 22, 2025 episode of What Bitcoin
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Privacy, Decentralization, and Federated E-Cash
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 20, 2025 episode of the Isabel
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Bitcoin, Liquidity Shocks and the Fiat Endgame
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 20, 2025 episode of the Bitcoin
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From $10 Coins to a Global Bitcoin Mining Arms Race
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 20, 2025 episode of Supply Shock
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America’s Bitcoin Strategy, Surveillance, and Non-Custodial Freedom
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 19, 2025 episode of TFTC features
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Bitdeer’s Pivot from Pure Mining to Integrated Compute Infrastructure
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 20, 2025 episode of the The