Latest posts
-
Bitcoin: Liquidity, Holder Rotation, and Policy Risk
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 07, 2025 episode of Swan Signal
-
AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
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 06, 2025 episode of Real Vision
-
Arbitrary Data, Node Power, and Bitcoin Governance
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 06, 2025 episode of Bitcoin Rails
-
BIP-444 & OP_RETURN: Policy, Consensus, Legal Risk
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 06, 2025 episode of The CBP
-
BIP-444, Neutral Blockspace, and Bitcoin Fork Risk
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 06, 2025 episode of Supply Shock
-
Rethinking Microstrategy (MSTR) Valuation
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 04, 2025 episode of MSTR True
-
Asian Pathways for Public Bitcoin Treasuries
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 05, 2025 episode of the Bitcoin
-
Jeff Booth on the Role & Impact of Bitcoin & Bitcoiners
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 May 05, 2025 episode of The Bitcoin
-
Relay Policy, Consensus, and Bitcoin’s Governance
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 17, 2025 episode of What is
-
Japan’s Policy Crossroads and Bitcoin’s Liquidity Exposure
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 20, 2025 episode of Bitcoin for