Latest posts
-
Why Stacking Bitcoin at All-Time Highs Still Makes Sense in 2025
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 22, 2025 episode of the Robin
-
AI Agents, Biosecurity, and the Non-Human Economy
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 Moonshots with
-
Mining’s Hidden Centralization and the Energy Narrative
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 22, 2025 episode of the Mr.
-
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
-
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
-
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
-
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
-
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
-
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
-
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