ETF Collateral, MNAV Discounts, and Consolidation in Bitcoin Treasuries
The September 30, 2025 episode of New Foundations features Richard Byworth outlining how ETF-enabled collateral and sub-1× MNAV pricing shape Bitcoin-exposed equities.
Murray Rudd
Renting, Bitcoin Saving, and the Minority-Rule Path to Adoption
The September 30, 2025 episode of the Robin Seyr Podcast features Bram Kanstein arguing that renting while saving in Bitcoin can outperform a leveraged 30-year mortgage under realistic assumptions.
Wallet Clarity in U.S. Market Structure: Non-Custodial Protections and Developer Risk
The September 29, 2025 episode of Bitcoin Policy Hour features Kyle Olney explaining why statutory wallet protections will determine whether pending U.S. market-structure legislation helps or harms users and builders.
Corporate Bitcoin Treasuries: Premiums, Instruments, and Policy
The September 30, 2025 episode of Coin Stories features Adam Back explaining why firms should benchmark reserves against Bitcoin and how listed vehicles can scale exposure.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
Bitcoin Governance, Relay Policy, and Scaling UX
The September 28, 2025 episode of the Bitcoin Marketing Podcast features Jimmy Song dissecting how governance norms, miner incentives, and relay policies shape what enters blocks.