The Path to Bitcoin

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Bitcoin Podcast

  1. 19H AGO

    Episode #185 – ABS Ratings = Milkshake NGU

    Episode #185 | Published February 26, 2026 A lender took a pool of bitcoin-collateralized loans, packaged the pool into an asset-backed security, sold roughly $188 million of bonds, and cleared investment-grade treatment on senior notes. That is not just a headline event. It is a structural transition where Bitcoin collateral gets translated into bond language: […]

    36 min

  2. FEB 19

    Episode #184 – On the Same Page

    Two independent research teams arrive at the same conclusion: Bitcoin blocks are quantized time. How K=IC2 reframes the bitcoin thesis through the physics of information, constraint quality, and the Cf/Cp ratio.

    38 min

  3. JAN 23

    Episode #183 – Capital in the 22nd Century

    A response to the paper Capital in the 22nd Century. The paper argues AI will create permanent techno-feudalism. Its starting assumptions are profoundly wrong. Wealth is not a stock of stuff. It is the set of problems we know how to solve.

    37 min

  4. 12/05/2025

    Episode #182 – Kabuki Theatre

    The financial system is Kabuki Theater. AI content floods the internet while nobody can tell real from fake. Bitcoin bridges physical cost to digital information. The reverse repo, declining loan rates, and why early adopters still have a massive advantage.

    33 min

  5. 11/11/2025

    Episode #181 – Fermi’s Folly

    Episode 181 reframes Fermi's Paradox through information theory, constraint quality, and the bitcoin thesis in an age of synthetic abundance.

    38 min

  6. 11/03/2025

    Episode #180 – Gradients Are Everywhere

    This episode explains how monetary gradients drive capital from trust-heavy systems toward verification-heavy systems, reinforcing the long-term bitcoin thesis.

    34 min

  7. 10/29/2025

    Episode #179 – Pizza Dough

    The Path to Bitcoin

    46 min

  8. 10/24/2025

    Episode #178 – What Constrains the Constraints

    The Path to Bitcoin

    26 min
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Bitcoin Podcast

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