Access, Mining Power, and Fee Market Design
The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
AI Supply-Chain Shock Meets Market Fragility
The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
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Institutional Flows and a 2026–2027 Bitcoin Cycle
The October 09, 2025 episode of Supply Shock features Mike Alfred arguing that institutional rails and constrained issuance can extend this cycle into 2026–2027.
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Digital Settlement and Liquidity Regime Shifts
The October 10, 2025 episode of the Onramp Media Webinar Series features Lyn Alden examining how communications technology shaped monetary centralization and how Bitcoin reintroduces accessible digital settlement.
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Bitcoin Governance Reality, Payment Pragmatics, and Vault Security
The October 10, 2025 episode of THE Bitcoin Podcast features NVK arguing that Bitcoin’s governance is rule-bound “anarchy” where economic settlement, not headcounts, shapes outcomes.
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Mempool Policy, Data Carriers, and Relay Stability
The October 10, 2025 episode of The Bitcoin Way features Pierre Rochard examining Core v30’s OP_RETURN mempool policy and relay effects.
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America’s Bitcoin Accumulation Machine: Model, Risks, and Policy Tailwinds
The October 10, 2025 episode of Blockware Intelligence features Matt Prusak outlining American Bitcoin (ABTC)’s asset-light accumulation model.
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Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System
Recorded on October 08, 2025, BTC Sessions hosts Lyn Alden for a macro and Bitcoin masterclass. Alden argues that fiscal dominance is already imposing real losses on savers and that reserve dynamics are shifting toward a plural mix led by gold with Bitcoin as a neutral settlement rail.
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RGB on Bitcoin: Stablecoins, RWA, and Asset-Denominated Lightning
The October 08, 2025 episode of the Stephan Livera Podcast features Anant Tapadia and Federico Tenga explaining RGB’s client-side validated assets on Bitcoin.
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Permissionless Money, Custody Risk, and the Economics of Control
The October 08, 2025 episode of You’re the Voice features Knut Svanholm arguing that Bitcoin restores property rights by removing permissioned chokepoints.
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Relay Policy, Not Consensus: Bitcoin’s OP_RETURN Debate
The October 07, 2025 episode of the Unchained Pod features Adam Back and Chris Guida debating whether relaxing OP_RETURN relay limits is prudent.
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Balkan Bitcoin Adoption: Payments, Interop, and Governance
The October 06, 2025 episode of the Bitcoin Infinity Show features Ivan Makedonski outlining Bulgaria’s pivot from a national event to a Balkan-wide coordination model.
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