Relay Policy, Consensus, and Bitcoin’s Governance
The October 17, 2025 episode of What is Money features Jameson Lopp examining how relay-policy disputes intersect with consensus rules and governance.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Japan’s Policy Crossroads and Bitcoin’s Liquidity Exposure
The October 20, 2025 episode of Bitcoin for Millennials features Roberto Rios (Peruvian Bull) explaining how Japan’s currency-versus-bonds trade-off can ignite global deleveraging that hits Bitcoin first.
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Standardness, Miner Centralization, and Data Limits
The October 17, 2025 episode of Tone Vays Podcast features Luke Dashjr and Bitcoin Mechanic dissecting Core v30’s standardness changes. They assess whether OP_RETURN sizing and inscription pathways expand large non-financial payloads that raise legal exposure and concentrate mining.
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Policy vs Consensus: Lessons from the Core v30 and Knots Debate
The October 16, 2025 episode of Tone Vays Podcast features Adam Back and Jimmy Song examining how Bitcoin Core v30 aligns relay policy with network behavior.
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Quantum Risk, AI Math, and Bitcoin Governance
The October 15, 2025 episode of the Isabel Foxen Duke podcast features Martin Shkreli assessing whether quantum computing or AI-assisted mathematics could threaten ECDSA-secured Bitcoin.
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ETF Flows, Treasury Finance, and Censorship Resistance
The October 15, 2025 episode of the Tim Kotzman podcast features Adam Back analyzing how institutional flows and treasury strategies are reshaping Bitcoin’s market structure.
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Bitcoin–CRE Convergence: Energy, Credit, and Operating Edge
The October 20, 2025 episode of TFTC features Chris Drzyzga outlining how aging U.S. commercial real estate and higher operating costs change risk and return.
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ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows
The October 14, 2025 episode of Simply Bitcoin IRL features British HODL arguing that exchange-traded funds have shifted Bitcoin’s price discovery toward traditional finance’s cadence.
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Bitcoin Spam Mitigation and Consensus Trade-offs
The October 14, 2025 episode of Supply Shock features Pierre Rochard arguing that Bitcoin should raise the cost of non-monetary data at the consensus layer. He favors removing OP_RETURN and limiting Taproot input sizes to reduce node burdens and fee distortions.
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From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale
The October 13, 2025 episode of The Bitcoin Edge with Paula features Robin Seyr outlining a pathway from price curiosity to sovereignty through self-custody, validating nodes, and community building.
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Derivatives, Collateral Stress, and Bitcoin Flows
The October 13, 2025 episode of TFTC features Vince Lanci outlining how derivatives-driven price discovery and collateral stress shape flows across gold and Bitcoin.
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Bitcoin Core v 30: Relay Policy, Data Payloads, and Miner Incentives
The October 13, 2025 episode of the Bitcoin Infinity Show features Chris Guida analyzing how Core v0.30’s data-carrier change reshapes on-chain behavior. He argues that witness discounts and Taproot envelopes sustain inscription economics even without consensus changes.
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