Institutional Paths, Choke Points, and the Case for Self-Custody
The September 25, 2025 episode of Once Bitten features Simon Dixon outlining how banking-rail constraints and policy reversals shaped founder behavior and market structure.
Murray Rudd
Bitcoin Infrastructure Thesis: Lightning, Taproot Assets, eCash
The September 23, 2025 episode of You’re the Voice features Allen Farrington outlining a venture thesis that uses Bitcoin as enabling infrastructure for real-world payments.
AI Agents, Lightning, and Native Bitcoin Settlement
The September 23, 2025 episode of the Mr. M Podcast features Roy Sheinfeld explaining why Lightning qualifies as a Bitcoin Layer 2 and how it anchors activity to the base layer.
Corporate Bitcoin Treasuries: Instruments, Premia, and Policy
The September 22, 2025 episode of the Bitcoin Magazine podcast features investment banker Christian Lopez outlining why corporate treasurers will increasingly add Bitcoin to balance sheets.
Debt, Rails, and Institutional Paths for Bitcoin Access
The September 24, 2025 episode of Scarce Assets features Avik Roy outlining how U.S. fiscal stress elevates the risk of restrictions on dollar–Bitcoin conversion.
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.
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.