Bitcoin Startup Pitches, Lightning Yield, and Institutional M&A Signals
October 06, 2025, THE Bitcoin Podcast features venture investor Mike Jarmuz outlining the Cipher Tank competition at Plan B Forum in Lugano.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Compounding Inflation, Custody Power, and Governance Optics in Bitcoin’s Next Decade
The October 07, 2025 episode of the Robin Seyr Podcast features GenZBTC explaining why compounding inflation strengthens long-horizon Bitcoin saving.
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Decentralizing Block Templates and Home-Mining Economics
The October 06, 2025 episode of The Bitcoin Layer features Robert Warren explaining residential mining economics and the governance risk of pool-controlled block templates.
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Relay Policy, Fee Markets, and UTXO Risk in Bitcoin
The October 06, 2025 episode of Ungovernable Misfits features Max and Q assessing Bitcoin Core v30’s removal of the OP_RETURN relay limit and its network incentives.
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AI, Debt Cycles, and Bitcoin’s Store-of-Value Case
The October 06, 2025 episode of Bitcoin for Millennials features Jordi Visser analyzing how accelerating AI, strained debt regimes, and distributional pressures can steer savers toward scarce digital assets.
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Bitcoin Core v30: Relay Policy, UTXO Incentives, and Client Governance
The October 07, 2025 episode of What Bitcoin Did features Antoine Poinsot explaining the intent and impacts of Bitcoin Core v30.
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Corporate Bitcoin Treasuries: Profit, Leverage, and Risk Discipline
The October 06, 2025 episode of the Robin Seyr Podcast features Brandon Karpeles outlining why profit-funded Bitcoin accumulation outperforms debt-heavy treasury plays.
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Bitcoin Core Policy, Mempool Diversity, and Fork Risk
The October 07, 2025 episode of Supply Shock features Mike Schmidt examining Bitcoin Core v30 policy shifts and their network effects.
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BRC2.0: Programmable Bitcoin Assets Without a Protocol Token
On October 07, 2025, the Isabel Foxen Duke podcast featured Binari outlining how BRC2.0 brings programmable assets to Bitcoin without a protocol token.
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Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
The October 05, 2025 episode of the Jordi Visser Podcast features Jordi arguing that electricity, not GPUs, is now the binding constraint on AI deployment.
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AI Prediction, Human Judgment, and the Co-Invention Bottleneck
The October 02, 2025 episode of I’ve Got Questions features Ajay Agrawal explaining why AI’s value depends on organizational redesign that pairs machine prediction with human judgment.
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From Complacency to Sovereignty: Practical Paths to Bitcoin Readiness
The October 03, 2025 episode of The Bitcoin Way features Wyatt Woodson examining how complacency, platform incentives, and policy volatility shape household saving decisions with Bitcoin.
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