Latest posts
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Bitcoin, Liquidity Stress, and the New Corporate Treasury Cycle
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 Kitco News
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Bitcoin in a Debt and Liquidity Polycrisis
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 Bitcoin Fundamentals
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Bitcoin’s Paradigm Shift and the Limits of Legacy Pricing
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 18, 2025 episode of the Robin
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Emergency Soft Fork Politics and Bitcoin’s Neutrality
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 18, 2025 episode of Supply Shock
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Bitcoin, Gold, and the Liquidity Pivot
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 18, 2025 episode of What Bitcoin
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One-Year Bitcoin Data Guardrails and the Politics of BIP 444 Activation
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 02, 2025 episode of the Bitcoin
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Bitcoin Spam, Node Policy, and the Future of Relay Competition
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 17, 2025 episode of the Stephan
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AI Wealth Gap, Deflation and the New Intelligence Divide
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 17, 2025 episode of the Peter
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Bitcoin, Financial Repression, and Permissionless Payments
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 27, 2025 episode of What Bitcoin
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Zero-Knowledge Scaling and Bitcoin’s Governance Crossroads
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 June 10, 2025 episode of the Isabel