Bitcoin’s Institutional Pivot and Governance Risks
The September 19, 2025 episode of What Bitcoin Did features Pete Rizzo analyzing Bitcoin’s cultural pivot from grassroots “freedom money” ideals to institutional financialization.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Bitcoin’s Repricing Dynamics: Debt, AI, and State Co-option
The September 19, 2025 episode of The Last Trade features Jeff Booth explaining how Bitcoin reframes global value by measuring technological deflation against debt-based fiat systems.
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US Bitcoin Policy: Reserves, Custody, and Lawmaking
The September 16, 2025 episode of New Foundations features Zack Cohen explaining Washington’s evolving approach to Bitcoin across legislation, reserves, and custody.
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Educators, Core vs Knots, and Node Diversity
The September 16, 2025 episode of the Bitcoin Nova Podcast features Jeffrey Long explaining how Bitcoin educators and grassroots leaders shape adoption while debates over Bitcoin Core and Knots highlight decentralization risks.
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Knots vs Core: Filters, Fees, and Culture
The September 18, 2025 episode of Supply Shock features Pourteaux analyzing Bitcoin Knots, ordinals, and the politics around protocol design. He argues filters will not prevent non-financial data and that fee sustainability remains the core economic challenge.
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Bitcoin’s Attention Economy and Institutional Adoption
The September 17, 2025 episode of the Robin Seyr Podcast features Joseph Voelbel explaining how Bitcoin’s scarcity and transparency are creating a new global “attention pocket.”
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UK Bitcoin Policy, Energy Curtailment, and Media Risk
The September 18, 2025 episode of the Abundant Mines podcast features Susie Violet Ward outlining UK barriers to Bitcoin adoption.
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Scaling, Security, and Governance in Bitcoin’s Next Phase
The September 18, 2025 episode of Isabel Foxen Duke podcast features Tadge Dryja explaining his work on Lightning, discrete log contracts, Utreexo, and post-quantum security.
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Lightning Liquidity, Stablecoins, and Self-Custody
The September 20, 2025 episode of Built on Bitcoin features Jesse Shrader outlining Lightning’s shift from hobbyist tooling to institution-grade infrastructure.
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European Bitcoin Treasuries and Market Discipline
The September 18, 2025 episode of the Tim Kotzman Podcast features Khing Oei outlining the capital markets strategy behind Treasury, a European Bitcoin treasury company.
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Gen Z, Treasury Equities, and the Institutional Turn in Bitcoin
The September 20, 2025 episode of the Blockware Intelligence pod features Rohan Hirani outlining why Generation Z views Bitcoin as an accessible, long-horizon savings asset.
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Gen Z Debt Pressures and Bitcoin’s Self-Custody Imperative
The September 17, 2025 episode of the Juan Cienfuegos Podcast features Halston Valencia discussing why Gen Z sees Bitcoin as a safeguard against debt, inflation, and negative real rates.
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