Research archive
Formal research, analytical essays, open models, and research notes.
The September 22, 2025 episode of the Bitcoin Magazine podcast features investment banker Christian Lopez outlining why corporate treasurers will increasingly add Bitcoin to balance sheets.
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The September 24, 2025 episode of Scarce Assets features Avik Roy outlining how U.S. fiscal stress elevates the risk of restrictions on dollar–Bitcoin conversion.
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The September 24, 2025 episode of TFTC features Jeff Walton explaining how Bitcoin-treasury companies use over-collateralized perpetual preferreds and converts to target fixed-income capital.
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The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
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I used 37 Bitcoin Distillery briefing notes within the Nodes collection to create an AI-generated audio podcast that clearly explains the issues around Bitcoin relay policy, mining centralization, and the Core-Knots debate.
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The September 20, 2025 episode of the Tim Kotzman Podcast features Matt Prusak explaining an “accumulator” model that fuses mining scale with capital-markets tactics.
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The September 23, 2025 episode of the Robin Seyr Podcast features MrRGnome examining how node sovereignty, not miner signaling, defines Bitcoin’s rules. He argues incentives - like the SegWit discount - drive outcomes more than OP_RETURN or mempool policy.
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The September 23, 2025 episode of Coin Stories features Matt Cole and Eric Semler discussing Strive’s acquisition of Semler Scientific and the case for scaled Bitcoin treasuries.
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The September 23, 2025 episode of the Archie Podcast features Mark Moss explaining why Bitcoin may be entering a parabolic S-curve phase. Moss outlines treasury leverage mechanics, MNAV risks, and why institutional accumulation could dampen downside while retail skepticism persists.
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The September 23, 2025 episode of TFTC features Sean Milmoe explaining how using otherwise wasted oilfield gas to power Bitcoin mining can create more value than selling it into pipelines at standard market prices.
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The September 23, 2025 episode of Unchained maps how flows, leverage, and cohort cost bases shape Bitcoin’s market behavior. On-chain analyst James Check explains why realized cap near $1T matters while slowing ETF inflows and expanding derivatives rewire price discovery.
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The September 23, 2025 episode of the Brandon Gentile podcast features Matt Cole outlining policy, liquidity, and treasury design levers for Bitcoin. Cole emphasizes self-custody rights, de minimis tax relief for payments, and M2 and the BTC/gold ratio as key signals.
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