OP_RETURN Policy and Node Costs on Bitcoin
The October 01, 2025 episode of What is Money features Justin Bechler assessing whether Core 30’s permissive OP_RETURN and relay defaults shift Bitcoin’s base layer away from money-first settlement.
Murray Rudd
Paper Exposure vs Ownership: Custody, SMEs, and the Education Flywheel
The October 01, 2025 episode of Once Bitten features Richard arguing that “paper Bitcoin” exposure confuses newcomers about ownership and risk. Richard contrasts equity proxies and custodial convenience with the practical requirements of self-custody and clear redemption terms.
Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals
The October 01, 2025 episode of the Green Candle podcast features Nik Bhatia assessing whether conditions justify a parabolic phase. Bhatia separates macro liquidity from native Bitcoin dynamics, arguing that refinancing waves and falling Treasury volatility matter more than small rate cuts.
Concentration, Collateral, and Client Diversity: Systemic Risk Signals for Bitcoin
The October 01, 2025 episode of the Robin Seyr Podcast features Ratoshi examining how a hypothetical 50% coin concentration would stress Bitcoin’s safeguards.
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.
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.