First said · Ep 11 at 04:05
“Bitcoin with its hard cap supply of 21 million represents the entire supply of accessible energy reserves at any given time.”
Ideas / Energy
Energy
138episodes
2first heard, 2021
194most recent, 2026
Said now · Ep 194 at 18:52
“None of it fucking matters. The wall of energy that miners produce to protect the ledger is going to increase, even if right now it's going down because AI and people are competing for it.”
The listening path
- 2
Apex Energy
Money is stored energy, the good with the most options for what it can become. Bitcoin wins over the long run because it communicates and stores claims on previously…
- 39
Signal vs. Noise
Price is the language an economy uses to allocate energy, and every distortion in it misallocates reserves that compound into lost wealth. Bitcoin can't be tampered…
- 73
Bitcoin Alternatives
Every vehicle for storing energy reserves, from bank deposits to stocks, real estate, bonds and gold, can eventually be confiscated or restricted. Bitcoin is the hardest…
- 110
Only the Best Will Do
Bitcoin passes the ten golden rules of elite value investing, set out in Only the Best Will Do, better than any equity can. Once that's clear, active stock picking has…
- 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…
In the show’s words
The story of mankind is the story of harnessing more energy.
Ep 2 · 07:22
If money is energy, we generate future stored energy by releasing it from its previous requirements.
Ep 2 · 13:10
2.1 quadrillion safety deposit vaults encrypted behind the world's most powerful energy network.
Ep 17 · 09:34
Information is physical. Erasing information does cost energy.
Ep 191 · 27:52