Derivatives, Collateral Stress, and Bitcoin Flows
The October 13, 2025 episode of TFTC features Vince Lanci outlining how derivatives-driven price discovery and collateral stress shape flows across gold and Bitcoin.
Murray Rudd
Bitcoin Core v 30: Relay Policy, Data Payloads, and Miner Incentives
The October 13, 2025 episode of the Bitcoin Infinity Show features Chris Guida analyzing how Core v0.30’s data-carrier change reshapes on-chain behavior. He argues that witness discounts and Taproot envelopes sustain inscription economics even without consensus changes.
Access, Mining Power, and Fee Market Design
The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.
AI Supply-Chain Shock Meets Market Fragility
The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
Institutional Flows and a 2026–2027 Bitcoin Cycle
The October 09, 2025 episode of Supply Shock features Mike Alfred arguing that institutional rails and constrained issuance can extend this cycle into 2026–2027.
Digital Settlement and Liquidity Regime Shifts
The October 10, 2025 episode of the Onramp Media Webinar Series features Lyn Alden examining how communications technology shaped monetary centralization and how Bitcoin reintroduces accessible digital settlement.
Bitcoin Governance Reality, Payment Pragmatics, and Vault Security
The October 10, 2025 episode of THE Bitcoin Podcast features NVK arguing that Bitcoin’s governance is rule-bound “anarchy” where economic settlement, not headcounts, shapes outcomes.