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AI Agents Are Making the Case for Bitcoin
What happens when software needs to earn, hold and spend money? AI agents raise a new question about what Bitcoin can make possible.
Bitcoin, AI and the possibilities they create.
By Mitchell Kochman
Writing on Bitcoin, AI’s impact on markets and business, and practical ways to use AI.
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Buying the AI Bottleneck
Marvell’s reported pursuit of Lumentum is a bet on more than optical capacity. The question is what ownership could help the two businesses build together.
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04
CoreWeave Is the Headline. Hedge Fund Leverage Is the Bigger Story.
An AI selloff can begin with doubts about the future and accelerate because someone needs cash today.
05
How to Think Clearly About Bitcoin and Quantum Computing
What quantum computing could mean for Bitcoin, and what matters before the headlines become a practical threat.
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What If Bitcoin Is Driven by Real Yields, Not the 4-Year Cycle?
A closer look at the relationship between Bitcoin, real yields and the four-year cycle.
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All writing ↗Independent writing by Mitchell Kochman.