Bitcoin supply, demand, and price dynamics
We develop a bottom-up, quantity-clearing model of Bitcoin price formation that couples its fixed 21-million-coin cap with plausible demand growth and execution behavior.
Murray Rudd
Draft Bitcoin horizon scan book online
Leveraging a modified, AI-assisted horizon scanning approach and analysis of 1,900 hours of 2024 Bitcoin-focused podcasts distilled with LLMs, it converts thousands of raw “threats and opportunities” into a preliminary research agenda.
Institutional Anchoring and the End of Bitcoin’s Four-Year Cycle
The August 12, 2025 episode of Supply Shock features Adrian Morris arguing that Bitcoin’s historic four-year cycle may be giving way to a slower, stair-step rise driven by ETF adoption, corporate treasuries, and reduced volatility.
Bitcoin, Gold, and Reserve Strategy
The August 13, 2025 episode of the Archie Podcast features Dominic Frisby explaining how Bitcoin and gold operate as complementary hedges against fiat debasement.
Paper Bitcoin Risks, Proof-of-Reserves, and Treasury Strategy Pitfalls
The August 09, 2025 episode of Simply Bitcoin IRL features CJ Konstantinos explaining how institutional futures shorting creates “paper Bitcoin” that can dampen spot market gains, and why proof-of-reserves is essential to protect market integrity.
Pacific Northwest Bitcoin Mining Constraints and Growth Paths
The August 12, 2025 episode of The Mining Pod features Beau Turner explaining how low-cost hydro power in the Pacific Northwest contrasts with restrictive Bonneville Power Administration rate structures and a legacy of strained utility relations.
Scaling Bitcoin-Backed Credit and Capital Resilience
The August 01, 2025 episode of Bitcoin Magazine podcast features a panel discussion examining corporate Bitcoin concentration risks, the cooperative expansion of public Bitcoin treasury companies, and the scaling of Bitcoin-backed credit markets.