Bitcoin-Backed Credit and the Rise of Self-Custody Finance
The October 02, 2025 episode of Supply Shock features Shehzan Maredia outlining a self-custody approach to collateralized dollar credit and everyday spend.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Bank Integration Paths for Bitcoin: Lending, Custody, and Stablecoin Rails
The October 02, 2025 episode of You're the Voice features banker Max Kei explaining how banks can integrate Bitcoin through compliant custody, lending, and stablecoin rails.
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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.
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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.
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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.
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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.
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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.
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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.
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Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
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AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
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Bitcoin Governance, Relay Policy, and Scaling UX
The September 28, 2025 episode of the Bitcoin Marketing Podcast features Jimmy Song dissecting how governance norms, miner incentives, and relay policies shape what enters blocks.
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Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
The September 30, 2025 episode of What Bitcoin Did features James Check, Joe Carlasare, and Matthew Pines analyzing how fiscal dominance and long-end yields now anchor Bitcoin’s risk profile.
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