Latest posts
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Private Money, Public Power: Stablecoins, Bitcoin, & the U.S. Monetary Worldview
Introduction The debate over stablecoins and Bitcoin is often framed as a technical argument about speed, fees, or volatility. I think that framing misses the deeper issue. What is really at stake is not payments technology, but which monetary worldview policymakers are trying to preserve—and which they are willing to tolerate only at the margins.
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Transformative AI as a Growth, Labor, and Governance Shock
Summary The January 08, 2026 episode of Alignment of Complex Systems features Anton Korinek’s conference keynote outlining how “transformative AI” could move the economy from steady productivity gains toward a faster, feedback-driven growth regime. Korinek argues that machine-reproducible “AI labor,” paired with accelerated capital accumulation, could relax the labor bottleneck while still leaving real-economy constraints
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Argentina’s Bitcoin Adoption Under Institutional Distrust
Summary The January 08, 2026 episode of the You’re the Voice podcast features Agustin Kassis explaining how Argentina’s history of monetary collapse shapes Bitcoin adoption pathways. He describes how banking de-risking, KYC-heavy access points, and reliance on dollar substitutes influence whether Bitcoin remains permissionless or becomes institutionally constrained. The discussion highlights grassroots onboarding models—especially Lightning-first
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Bitcoin Self-Custody at Scale Under European Regulation
Summary The January 09, 2026 episode of the Robin Seyr Podcast features Julian Liniger explaining how Bitcoin adoption shifts as firms move from startup experimentation to regulated scale across Europe. He argues that MiCA-era compliance, bank competition, and infrastructure maturity now define the adoption landscape more than ideology or marketing. The discussion frames self-custody usability
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Bitcoin Mining, AI Compute, and the Power Constraints
Summary The January 8, 2026 episode of the Bitcoin Rails podcast features Fred Thiel explaining how Bitcoin mining and AI infrastructure converge around power, land, and capacity constraints. Thiel argues that ownership of energy infrastructure, rather than outsourced hosting, now defines competitiveness, while hybrid sites pairing Bitcoin mining with AI inference may improve grid utilization.
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Bitcoin Research Priorities in 2025: Beyond First-Order Effects
Background Over the past decade, Bitcoin has generated an enormous amount of debate about price, adoption, energy use, regulation, and whether it “works” at all. But one thing has changed decisively in the last few years: the question is no longer whether Bitcoin matters. The question is how it interacts with the systems it is
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Bitcoin’s Governance Illusions and Block Space Reality
Summary The January 06, 2026 episode of Supply Shock features John Carvalho arguing that many Bitcoin governance disputes mistake social coordination battles for protocol control. He claims that mempool and relay “policy” cannot reliably enforce network-wide outcomes, while block space scarcity imposes a hard ceiling that no narrative can negotiate away. His core message is
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Bitcoin’s Endgame: Incentives, Custody, and the Fiat Exit
Summary The January 05, 2026 episode of Simply Bitcoin features Knut Svanholm explaining why “everything divided by 21 million” captures Bitcoin’s scarcity logic and long-run purchasing power thesis. Svanholm argues Bitcoin’s rules can align incentives toward cooperation while fiat money rewards political extraction and compounds debt toward repeated crises. He warns that ETF-era institutional custody
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Elon Musk on AI Acceleration, Energy Bottlenecks, and Social Stability
Summary The January 06, 2026 episode of the Peter H. Diamandis Podcast features Elon Musk outlining an accelerated AI and robotics timeline that he expects to disrupt labor markets and public institutions within the next several years. Musk links the pace of change to scaling constraints in electricity, compute, manufacturing capacity, and grid storage, while
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Custody, Capital, and Control Risks Around Bitcoin
Summary The January 05, 2026 episode of What Bitcoin Did features Simon Dixon arguing that fiat money creation and regulatory design concentrate power in banks and allied institutions. Dixon links that concentration to large asset managers, passive index flows, and technology-enabled risk systems that shape corporate incentives and policy outcomes. He frames Bitcoin custody, corporate