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.
Murray Rudd
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.
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.