Bitcoin-Backed Credit, M&A, and Index-Flow Dynamics
The September 24, 2025 episode of TFTC features Jeff Walton explaining how Bitcoin-treasury companies use over-collateralized perpetual preferreds and converts to target fixed-income capital.
Murray Rudd
AI Buildout, Power Bottlenecks, and Bitcoin Optionality
The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
Bitcoin nodes - a primer
I used 37 Bitcoin Distillery briefing notes within the Nodes collection to create an AI-generated audio podcast that clearly explains the issues around Bitcoin relay policy, mining centralization, and the Core-Knots debate.
Accumulator Model for Public Bitcoin Exposure
The September 20, 2025 episode of the Tim Kotzman Podcast features Matt Prusak explaining an “accumulator” model that fuses mining scale with capital-markets tactics.
Node Sovereignty, Incentives, and Client Diversity
The September 23, 2025 episode of the Robin Seyr Podcast features MrRGnome examining how node sovereignty, not miner signaling, defines Bitcoin’s rules. He argues incentives - like the SegWit discount - drive outcomes more than OP_RETURN or mempool policy.
Scaling Bitcoin Treasuries with M&A and Perpetual Preferreds
The September 23, 2025 episode of Coin Stories features Matt Cole and Eric Semler discussing Strive’s acquisition of Semler Scientific and the case for scaled Bitcoin treasuries.
Parabolic Claims, Treasury Leverage, and Adoption Frictions
The September 23, 2025 episode of the Archie Podcast features Mark Moss explaining why Bitcoin may be entering a parabolic S-curve phase. Moss outlines treasury leverage mechanics, MNAV risks, and why institutional accumulation could dampen downside while retail skepticism persists.