Research archive
Formal research, analytical essays, open models, and research notes.
The September 30, 2025 episode of New Foundations features Richard Byworth outlining how ETF-enabled collateral and sub-1× MNAV pricing shape Bitcoin-exposed equities.
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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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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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The September 30, 2025 episode of Coin Stories features Adam Back explaining why firms should benchmark reserves against Bitcoin and how listed vehicles can scale exposure.
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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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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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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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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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The September 26, 2025 episode of the Juan Cienfuegos Podcast features Kiki explaining how grassroots education and local leadership turn interest in Bitcoin into sustained usage.
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The September 30, 2025 episode of the Bitcoin Magazine podcast features Michael Saylor outlining a treasury model where Bitcoin serves as core collateral for overcollateralized credit.
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The September 29, 2025 episode of The Bitcoin Edge with Paula features Tony Yazbeck explaining why self-custody underpins monetary sovereignty.
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Based on 14 long-form interviews with Lyn Alden, this AI-generated audio helps listeners understand Alden's views on the macro forces affecting Bitcoin and hard assets.
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