Quantum Computing Risk and Bitcoin’s Security Horizon
The November 12, 2025 episode of Bitcoin Fundamentals features Charles Edwards outlining how quantum computing threatens Bitcoin’s current signature schemes.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Bitcoin Governance Risks in Content-Restrictive Soft Forks
The November 14, 2025 episode of What Bitcoin Did features Rob Hamilton explaining how the proposed “BIP444” user-activated soft fork attempts to restrict inscriptions by modifying Bitcoin’s consensus rules.
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Debt, Deflation, and the Case for $43M Bitcoin
The June 07, 2025 episode of Simply Bitcoin features Jeff Booth arguing that a structurally insolvent, debt-based monetary system is colliding with an open, fixed-supply Bitcoin standard.
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AI, Boomer Wealth, and Bitcoin’s Next Phase
The November 15, 2025 episode of the TFTC podcast features Jordi Visser explaining why Bitcoin’s current consolidation reflects a “silent IPO” driven by early-holder distribution and demographic wealth patterns.
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Bitcoin: Liquidity, Holder Rotation, and Policy Risk
The November 07, 2025 episode of Swan Signal features Lyn Alden assessing whether recent drawdowns reflect cyclical weakness or a liquidity-driven pause.
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AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.
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Arbitrary Data, Node Power, and Bitcoin Governance
The November 06, 2025 episode of Bitcoin Rails features Matt Hill explaining how relay policy can curb arbitrary data without destabilizing consensus. Exchanges and large businesses - the “economic nodes” - anchor fork outcomes while miners follow the chain with real transaction flow.
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BIP-444 & OP_RETURN: Policy, Consensus, Legal Risk
The November 06, 2025 episode of The CBP (Canadian Bitcoiners) features Praveen Perera and HodlDee debating Core v30’s OP_RETURN policy and the BIP-444 response.
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BIP-444, Neutral Blockspace, and Bitcoin Fork Risk
The November 06, 2025 episode of Supply Shock features a panel assessing BIP-444’s attempt to restrict certain data patterns through a time-limited Bitcoin soft fork.
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Rethinking Microstrategy (MSTR) Valuation
The November 04, 2025 episode of MSTR True North features Adam Livingston explaining why MSTR’s market value behaves like a sentiment multiple rather than a controllable “MNAV lever.”
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Asian Pathways for Public Bitcoin Treasuries
The November 05, 2025 episode of the Bitcoin Treasuries podcast features John Riggins outlining Moon Inc’s Hong Kong–centered approach to building a public Bitcoin treasury.
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Jeff Booth on the Role & Impact of Bitcoin & Bitcoiners
The May 05, 2025 episode of The Bitcoin Edge with Paula features Jeff Booth arguing that technologically driven deflation collides with debt-based fiat systems that cannot allow falling prices.
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