Bitcoin Miner Treasury Strategies and the AI-Ready Build-Out
The July 09, 2025 episode of McNallie Money features Bryce McNallie and Anthony Power dissecting June production data from leading public Bitcoin miners.
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Briefing notes
Timely notes on emerging research, policy, and technological change.
Paper Bitcoin Risk & Network Resilience
The July 09, 2025 episode of BTC Sessions features Lawrence Lepard, Matthew Kratter, and Anil Patel dissecting a looming $95 billion “paper Bitcoin” overhang.
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Strategic Bitcoin Reserves: State-Level Policy Playbook
The July 09, 2025 episode of The Last Trade features Bitcoin Policy Institute’s Zack Shapiro and Zack Cohen unveiling an open-source toolkit that lets U.S. states build Strategic Bitcoin Reserves.
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Volatility-First Treasury: Inside Twenty One Capital’s Bitcoin Strategy
The April 29, 2025 episode of the Unchained podcast features Jeff Park and Mark Palmer examining Twenty One Capital, a pure-play Bitcoin holding company backed by Tether, SoftBank, and Cantor Fitzgerald.
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Bitcoin, Tariffs, and the Twin-Deficit Stress Test
The April 29 2025 episode of the Robin Seyr Podcast features Steven Lubka arguing that tariff escalation, treasury-market strain, and America’s twin deficits are accelerating Bitcoin’s rise as a neutral reserve asset.
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Bitcoin Liquidity Crunch and Corporate Race
The April 28, 2025 episode of Bitcoin for Millennials features Richard Byworth explaining why rapid exchange outflows and record long-term holding portend an imminent supply shock.
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Holistic Sovereignty Through Bitcoin-Shaped Time Preferences
The April 28, 2025 episode of The Bitcoin Edge with Paula features wellness coach Allison (Bitcoin yogini) connecting Bitcoin’s fixed-supply discipline to ancestral nutrition, light hygiene, and daily mindfulness.
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Decentralizing AI Commerce with Lightning
The April 28, 2025 episode of TFTC features Jim Carucci arguing that Bitcoin-denominated micro-payments can power autonomous AI agents.
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Tariffs, AI, and Bitcoin in a De-Globalizing World
The April 28, 2025 episode of What Bitcoin Did features Mark Moss arguing that de-globalization and tariff-driven reshoring shift power toward decentralized money.
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Yield Strain, Gold Crunch, and Bitcoin Reserve Pivot
The April 28, 2025 episode of the Bitcoin Matrix podcast features analyst Peruvian Bull dissecting Japan’s yield-curve quagmire, global gold shortages, and naked-short abuses in U.S. equities. He argues that corporate Bitcoin-treasury strategies offer a hard-asset hedge as legacy safeguards erode.
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Fiat Strain and the Digital Reserve Transition
The April 27, 2025 episode of the Jordi Visser Podcast has Visser arguing that the post-1971 fiat regime is losing global trust. He explains how stablecoins, Bitcoin, and tokenized assets are merging with legacy finance to build a new monetary stack while AI transforms real-economy dynamics.
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Strategic Bitcoin Reserves and the U.S. Fiscal Reset
The April 27, 2025 episode of the Robin Seyr Podcast features TCB outlining how a Strategic Bitcoin Reserve could help the United States escape a $2.8 trillion deficit spiral.
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