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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 #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.
  • 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.
  • 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.
  • 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.
  • Episode #180 – Gradients Are Everywhere
  • Episode #179 – Pizza Dough

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.

The Path to Bitcoin

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Available on all major podcast platforms. New episodes weekly.