Bitcoin: Liquidity, Holder Rotation, and Policy Risk
The November 07, 2025 episode of Swan Signal features Lyn Alden assessing whether recent drawdowns reflect cyclical weakness or a liquidity-driven pause.
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AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.
Arbitrary Data, Node Power, and Bitcoin Governance
The November 06, 2025 episode of Bitcoin Rails features Matt Hill explaining how relay policy can curb arbitrary data without destabilizing consensus. Exchanges and large businesses - the “economic nodes” - anchor fork outcomes while miners follow the chain with real transaction flow.
BIP-444 & OP_RETURN: Policy, Consensus, Legal Risk
The November 06, 2025 episode of The CBP (Canadian Bitcoiners) features Praveen Perera and HodlDee debating Core v30’s OP_RETURN policy and the BIP-444 response.
BIP-444, Neutral Blockspace, and Bitcoin Fork Risk
The November 06, 2025 episode of Supply Shock features a panel assessing BIP-444’s attempt to restrict certain data patterns through a time-limited Bitcoin soft fork.
Rethinking Microstrategy (MSTR) Valuation
The November 04, 2025 episode of MSTR True North features Adam Livingston explaining why MSTR’s market value behaves like a sentiment multiple rather than a controllable “MNAV lever.”
Asian Pathways for Public Bitcoin Treasuries
The November 05, 2025 episode of the Bitcoin Treasuries podcast features John Riggins outlining Moon Inc’s Hong Kong–centered approach to building a public Bitcoin treasury.