All Episodes
Browse the full archive of The Path to Bitcoin podcast
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...
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...
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...
Episode #182 – Kabuki Theatre
The financial system is Kabuki Theater. AI content floods the internet while nobody can tell real from fake. Bitcoin bridges...
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
This episode explains how monetary gradients drive capital from trust-heavy systems toward verification-heavy systems, reinforcing the long-term bitcoin thesis.
