Latest posts

Here is the June 2026 draft of chapter 04 in my forthcoming new book, When Policy Falls Behind: Bitcoin, AI, and the Governance of Fast Systems. Comments are welcome! Click here for a downloadable pdf version. Introduction Envision a Bitcoin mining operation – a specialized, energy-intensive data center – powered entirely by renewable energy, located

Read more

Regular visitors will have noticed that I quit posting briefing notes for individual Bitcoin podcasts. With the advances in AI, it just didn’t make any sense to keep posting them now that anyone can do them in a few minutes themselves. I thought I would share a Claude skill that I use to prepare briefing

Read more

How high could Bitcoin’s price go – and what drives it there? This interactive tool lets you explore one answer to that question by adjusting the key economic assumptions behind a peer-reviewed supply-demand model of Bitcoin price formation. The modeling app is available here (requires a free membership): Bitcoin Supply-Demand Price Model App This adjustable

Read more

Summary The March 12, 2026 Brandon Gentile interview with Jeff Booth frames Bitcoin as a protocol repricing all assets rather than a dollar-denominated investment vehicle. He argues that self-custody plus peer-to-peer privacy tools move users out of a control system, while open protocol layers expand payments, identity, and machine-mediated coordination. He contends that secure decentralization

Read more

Summary The March 9, 2026 episode of The Bitcoin Matrix features Roberto Rios arguing that distortions in paper asset markets and sovereign hard-asset accumulation are setting up a major Bitcoin repricing. He links that view to alleged paper-market suppression and to China’s expanding control over gold and silver supply chains. He argues these pressures could

Read more

Summary The March 8, 2026 Brandon Gentile Podcast interview features Matt Hougan arguing that geopolitical fracture and fiscal strain are strengthening Bitcoin’s long-run role as a non-political store of value. He ties that outlook to war-driven money printing and a gradual shift of store-of-value demand from fiat systems and gold toward Bitcoin. He suggests these

Read more

Summary The March 7, 2026 episode of the Peter H. Diamandis Podcast features Andrew Yang arguing that AI-driven job loss is outrunning political adaptation and destabilizing the social contract. He treats rapid white-collar displacement plus delayed institutional response as the two main mechanisms pushing demand for UBI, while questioning whether college or office work remain

Read more

Summary The March 6, 2026 episode of The Bitcoin Way features Mayer Mizrachi presenting Panama City as a municipal sandbox for lean governance, digitalization, and Bitcoin payment experimentation. He argues that reducing bureaucracy and allowing Bitcoin tax payments through intermediaries can lower institutional friction without adding balance-sheet risk to the city. He frames Panama’s longer-term

Read more

Summary The March 7, 2026 episode of TFTC features Matt Corallo arguing that agentic commerce creates a rare opening for Bitcoin payments because incumbent payment systems must rebuild for AI-driven transactions. He identifies rapid gains in AI software-building capacity and the absence of a settled payment standard for agents as the two mechanisms that create

Read more

Summary The March 7, 2026 episode of The Bitcoin Edge with Paula features Paul Simatenda describing Bitcoin education in Zambia as a path from scam skepticism to practical monetary use. He identifies cheaper cross-border payments and inflation-resistant saving as the main mechanisms driving student interest in Bitcoin adoption. He argues that broader access to earning

Read more