Latest posts
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Bitcoin-Backed Digital Credit as a New Yield Layer
Summary The February 25, 2026 MicroStrategy annual conference keynote by Michael Saylor has him arguing that Bitcoin functions as “digital capital” and can be transformed into a new class of Bitcoin-backed “digital credit.” He explains how a variable preferred stock structure backed by Bitcoin aims to deliver equity-like returns with credit-like stability and tax-efficient return-of-capital
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AI Agents, Work, and the New Automation Shock
Summary The February 24, 2026 episode of The Ezra Klein Show features Jack Clark examining how AI “agents” that can write and run code are rapidly changing software development and white-collar work. Clark explains how systems like Claude Code already handle most coding tasks at Anthropic, while humans shift toward specification, oversight, and strategic judgment
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Safe Havens, Gold, and Custody Risk in Bitcoin
Summary The February 23, 2026 episode of the Robin Seyr Podcast features Michael Tanguma assessing whether Bitcoin’s sharp drawdown reflects broken fundamentals or a temporary dislocation. Tanguma contrasts collapsing retail leverage and digital asset treasury trades with expanding institutional infrastructure, sovereign hedging, and a renewed gold rally that signals deep unease with the dollar system.
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Bitcoin, Gold and the Global Liquidity Cycle
Summary The February 24, 2026 episode of the Archie Podcast features Andre Dragosch analyzing why Bitcoin has halved from its October 2025 peak despite strong institutional demand and continued global liquidity. He explains how this cycle’s bull market unfolded while US manufacturing indicators remained in contraction, contrasts Bitcoin’s US-centered demand with China-driven strength in gold,
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Michael Saylor on Bitcoin Critics, Credit Markets, and Volatility
Summary The February 23, 2026 episode of Coin Stories features Michael Saylor arguing that Bitcoin’s recent drawdown resembles earlier mispricings of dominant technologies rather than a broken investment thesis. He links dampened volatility and softer upside to the maturation of derivatives markets and the absence of a robust, non-rehypothecating credit system that treats Bitcoin as
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BIP-110, Spam, and Bitcoin Governance
Summary The February 23, 2026 episode of the Bitcoin Infinity Show features Hodlonaut reflecting on his brief public support for BIP-110 and why he withdrew it. He describes how a year away from the scene, followed by Bitcoin Core’s decision to uncap OP_RETURN, led to an emotional endorsement of a restrictive soft fork framed as
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Lightning’s Billion-Dollar Month and Who Uses It
Summary The February 23, 2026 episode of the Stephan Livera Podcast features Sam Wouters outlining new evidence that Lightning Network monthly volume exceeded $1.17 billion in November 2025 despite modest public capacity metrics. Wouters explains how extrapolated node data, rising channel efficiency, and exchange-centered flows show that Lightning is quietly scaling real usage even as
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Bitcoin, Currency Wars, and the Next World Order
Summary The February 23, 2026 episode of What Bitcoin Did features Parker Lewis dissecting claims that the “world order” is collapsing. Lewis argues that analysts overstate abstract geopolitical cycles while understating how fiat debasement and currency weaponization drive today’s fractures. He contends that as confidence in dollar-based institutions erodes, a neutral monetary standard such as
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Bitcoin’s Quantum Security Roadmap
Summary The February 22, 2026 episode of Unchained Pod features Matt Corallo explaining how Bitcoin can transition toward post-quantum security without panic or rushed redesigns. Corallo argues that seed phrase–based wallets, hash-based signatures, and proposals such as BIP 360 already provide a workable roadmap if developers prioritize the right steps in the right order. He
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Bitcoin Awareness, Calendars, and Real Ownership
Summary The February 20, 2026 episode of The Bitcoin Way features TC explaining how his Timechain Calendar project visualizes Bitcoin’s blocks, difficulty adjustments, and supply dynamics. He argues that self-custody and running a node are not optional extras but the only way to achieve real ownership, contrasting on-chain control with the growth of paper Bitcoin