Derivatives, Collateral Stress, and Bitcoin Flows
The October 13, 2025 episode of TFTC features Vince Lanci outlining how derivatives-driven price discovery and collateral stress shape flows across gold and Bitcoin.
Latest
Bitcoin Core v 30: Relay Policy, Data Payloads, and Miner Incentives
The October 13, 2025 episode of the Bitcoin Infinity Show features Chris Guida analyzing how Core v0.30’s data-carrier change reshapes on-chain behavior. He argues that witness discounts and Taproot envelopes sustain inscription economics even without consensus changes.
Access, Mining Power, and Fee Market Design
The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.
AI Supply-Chain Shock Meets Market Fragility
The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
Institutional Flows and a 2026–2027 Bitcoin Cycle
The October 09, 2025 episode of Supply Shock features Mike Alfred arguing that institutional rails and constrained issuance can extend this cycle into 2026–2027.
Digital Settlement and Liquidity Regime Shifts
The October 10, 2025 episode of the Onramp Media Webinar Series features Lyn Alden examining how communications technology shaped monetary centralization and how Bitcoin reintroduces accessible digital settlement.
Bitcoin Governance Reality, Payment Pragmatics, and Vault Security
The October 10, 2025 episode of THE Bitcoin Podcast features NVK arguing that Bitcoin’s governance is rule-bound “anarchy” where economic settlement, not headcounts, shapes outcomes.
Macro trends
Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts
The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.
Gold Revaluation, BRICS Rails, and Bitcoin’s Strategic Position
The September 10, 2025 episode of the Brandon Gentile podcast features Andy Schectman arguing that US policymakers are preparing a controlled exit from dollar reserve status.
AI National Champions, Market Regimes, and Bitcoin Signals
The November 30, 2025 episode of the Jordi Visser Podcast features Jordi analyzing a sharp momentum crash that hit crowded leaders even as major equity indices advanced.
Dollar Dominance, Trade Deficits, and Neutral Reserves
The May 16, 2025 episode of What Bitcoin Did features Lyn Alden analyzing how dollar reserve status sustains structural trade deficits and periodic funding stress.
Neutral Reserves, Stablecoins, and the Debt-Inflation Tradeoff
The August 29, 2025 episode of the Onramp Media Webinar Series features Luke Gromen arguing that a “100-year reset” is pushing reserves back to neutral assets as bonds fail on a real basis.
Bitcoin at the Turning Point: Liquidity Stress, Sovereignty, and Federated Money
The November 28, 2025 episode of THE Bitcoin Podcast features Jeff Booth explaining why he believes the present moment marks a decisive break between a failing, debt-dependent fiat system and an emerging Bitcoin-based free market.
Bitcoin, Liquidity Shocks and the Fiat Endgame
The November 20, 2025 episode of the Bitcoin for Millennials podcast features Lawrence Lepard and James Lavish dissecting why Bitcoin’s price has slumped despite a strengthening macro thesis.
Bitcoin mining
Bitcoin Mining as Flexible Load on ERCOT’s Grid
The September 09, 2025 episode of TFTC features Brad Cuddy explaining how miners act as large flexible loads that curtail during scarcity events to support ERCOT reliability.
Bitcoin as a Political Weapon and Nation-State Strategy
The November 30, 2025 episode of the Robin Seyr Podcast features Prince Filip of Serbia outlining how Bitcoin’s politicization is reshaping nation-state strategy, banking power, and energy markets.
Nigeria’s Bitcoin Policy, Energy Integration, and Governance
The May 05, 2025 episode of the Final Settlement Podcast features Abubakar Nur Khalil analyzing Nigeria’s new rules that place Bitcoin within a securities-style framework while outlawing Ponzi schemes.
Bitcoin Mining’s Migration to Marginal Energy in an AI Era
The November 25, 2025 episode of The Mining Pod features Steve Barbour examining why Bitcoin mining is not dead but being structurally reshaped by low hash price and intensifying competition for power.
Energy, Hashrate, and the Rise of Wild Sats
The November 23, 2025 episode of the Brandon Gentile Podcast features Kent Halliburton explaining how Bitcoin mining is evolving into a flexible grid asset and a tool for financial self-custody.
Mining’s Hidden Centralization and the Energy Narrative
The November 22, 2025 episode of the Mr. M Podcast features Kristian Csepcsar explaining how Bitcoin mining’s simple mechanics intersect with complex energy, centralization, and financial realities.
Difficulty, Fees, and the Squeeze on Bitcoin Miners
The November 21, 2025 episode of McNallie Money features Kaan Farahani and Anthony Power dissecting October Bitcoin mining data and sector trends.