The Path to Bitcoin
The podcast dedicated to tracking the emergence of a new digital monetary network.
Each episode explores the investment thesis and value proposition of Bitcoin in the modern world.
Latest Episodes
- Episode #195 – The Gap
Bitcoin is a machine for remembering, and it works because of one deliberate hole in its memory. The Coldcard entropy failure filled that hole with facts the world had already written down somewhere, which turned a private key into an explainable object and cost people hundreds of millions of dollar - Episode #194 – States that Travel
Being early and being wrong are the same position, and the original Bitcoin thesis, the one that expected people to figure it out quickly, was 90 percent wrong. Out of that error comes a working definition of value, and underneath it a definition of knowledge: arrangements that keep their shape as t - Episode #193 – The Locus of Intelligence
The intelligent party in a conversation with a frontier model is not the model. Both the people building these systems and the people warning against them assume otherwise, and that shared assumption is the same error the nineteenth century made about gold once the telegraph arrived: mistaking the part of the work a new technology does for the whole of it. Intelligence turns out to be a property of a loop rather than of a system, and the loop only produces knowledge when something inside it pays the constraint.
- Episode #192 – The Universe Demands Horns
A persistent knowledge structure can only take one shape. Information is physical, verification is asymmetric, and those two facts force a Gabriel’s horn topology on anything that wants to keep growing. The interesting move is to run the same test against artificial intelligence, since most of what the frontier labs are shipping is shaped like a cylinder dressed as a horn.
- Episode #191 – Why The Search Has To Be Expensive
P versus NP is the unproven conjecture that finding solutions is genuinely harder than checking them. This episode argues the same cost asymmetry runs through every act of knowledge generation in the universe, from Einstein deriving E equals MC squared to a Bitcoin miner finding a valid nonce, and that Bitcoin is the cleanest engineered case humans have ever built.
- The Shape of Hard-to-VaryIn a recent thread, David Deutsch affirmed a sharp claim: the gold standard genuinely depends on a lack of progress in physics. He is right.… Read more: The Shape of Hard-to-Vary
About the Show
The show revolves around the investment thesis and value proposition of Bitcoin in the modern world. The goal is to provide a roadmap of what it was like to live through one of the most impactful moments in human history.
Each episode explores current thoughts on various aspects of the protocol and the market as they evolve. Whether you are new to Bitcoin or a seasoned holder, this podcast will give you a deeper understanding of the technology, economics, and philosophy behind the world’s first decentralized digital currency.
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Available on all major podcast platforms. New episodes weekly.