Intel, AI and Investing in the Age of State-Led Capitalism | Bitcoin Policy Hour Ep. 15

In an era where free markets are increasingly shaped by state power, investors need to understand the nexus of geopolitics, political economy and exponential technologies as a tool of statecraft. BPI’s Matt Pines and Zack Shapiro join Zack Cohen to examine how U.S. industrial policy, AI breakthroughs, and Bitcoin regulation are converging to reshape global markets. The conversation explores the latest market structure bill and its impact on Bitcoin liquidity, the strategic Bitcoin reserve as a potential geopolitical hedge, and what Intel’s bailout signals about the rise of national champions and state-directed capital allocation.

The discussion goes beyond policy into the heart of investing in an age of fiscal dominance and technological disruption. How should investors interpret the tension between free markets and government intervention? What does AI-driven productivity and labor displacement mean for macro volatility? And in a world where political cycles, liquidity cycles, and market cycles are increasingly intertwined, can Bitcoin serve as a neutral reserve asset, hedge, and beneficiary of state-led capitalism?

🔶 Connect with Matthew Pines on X: https://x.com/matthew_pines
🔶 Connect with Zack Shapiro on X: https://x.com/zackbshapiro
🔶 Connect with Zack Cohen on X: https://x.com/zackcohen_
🔶 Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/

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Chapters:
00:00 - Intro: Strategic Technologies & Global Rivalry
01:19 - Market Structure Legislation: What's New
09:52 - Noncustodial Developer Protection as a Priority
14:06 - Strategic Bitcoin Reserve: National Security & Geopolitical Implications
20:57 - Political Cycles: The Defining Feature of Market Cycles?
26:20 - Intel, NVIDIA & Government Stakes in Tech Companies
49:07 - Economic Statecraft and the Shift from Multinational to National Capitalism
49:07 - AI: The New Social Architecture
55:45 - Closing Remarks

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