AI Prediction, Human Judgment, and the Co-Invention Bottleneck
The October 02, 2025 episode of I’ve Got Questions features Ajay Agrawal explaining why AI’s value depends on organizational redesign that pairs machine prediction with human judgment.
Latest
From Complacency to Sovereignty: Practical Paths to Bitcoin Readiness
AI Gigawatt Campuses: Power Quality, Cooling, and Supply Risk
Self-Custody Adoption in 2025: Product Design, Policy Friction, and User Practice
Mining-Backed Power and Exchange-Rate Frictions in Africa
Generative Systems, Human Agency, and AI Governance
AI Capex, Grid Bottlenecks, and Bitcoin’s Hedge Case
Bitcoin mining
Mining-Backed Power and Exchange-Rate Frictions in Africa
The December 15, 2023 episode of What Bitcoin Did features Erik Hersman on currency shocks, informal exchange rates, and mining-enabled electrification.
Bitcoin Governance, Layers, and Energy Markets
From HODL to Use: Mining, Energy Integration, and Education
Accumulator Model for Public Bitcoin Exposure
Oilfield Gas-to-Bitcoin: Financing, Contracts, and Regulatory Drivers
Mining Pool Centralization and Bitcoin Governance Risk
Bitcoin MEV Risks and Mining Decentralization
Macro trends
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
What Lyn Alden Said
ETF Regimes, Custody Choices, and Collateral Repricing
Fiscal Dominance, Housing, and Bitcoin–Gold Rotation
Debt, Rails, and Institutional Paths for Bitcoin Access
AI Buildout, Power Bottlenecks, and Bitcoin Optionality
AI Energy Constraints and Bitcoin’s Market Outlook
Bitcoin markets
Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals
The October 01, 2025 episode of the Green Candle podcast features Nik Bhatia assessing whether conditions justify a parabolic phase. Bhatia separates macro liquidity from native Bitcoin dynamics, arguing that refinancing waves and falling Treasury volatility matter more than small rate cuts.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
ETF Regimes, Custody Choices, and Collateral Repricing
Market Psychology at $2T: Flows, Leverage, and On-Chain Signals
Treasuries, ETFs, and the $200K Supply Squeeze
