America’s Bitcoin Strategy, Surveillance, and Non-Custodial Freedom
The November 19, 2025 episode of TFTC features Kyle Olney outlining how U.S. financial surveillance and bank fragility are shaping America’s emerging Bitcoin strategy.
Latest
Bitcoin, Liquidity Stress, and the New Corporate Treasury Cycle
The November 19, 2025 episode of Kitco News features Jack Mallers explaining why Bitcoin’s sharp drawdown reflects one of the tightest U.S. liquidity regimes in years rather than a structural failure.
Bitcoin in a Debt and Liquidity Polycrisis
The November 19, 2025 episode of Bitcoin Fundamentals features Luke Gromen in conversation with host Preston Pysh on the mounting strains of U.S. fiscal dominance and global funding markets.
Bitcoin’s Paradigm Shift and the Limits of Legacy Pricing
The November 18, 2025 episode of the Robin Seyr Podcast features CK arguing that markets continue to misprice Bitcoin because they frame it within today’s financial paradigm rather than as a potential civilizational shift.
Emergency Soft Fork Politics and Bitcoin’s Neutrality
The November 18, 2025 episode of Supply Shock features host Pete Rizzo with Rob Hamilton, Joakim Book, and Aaron van Wirdum dissecting an “emergency” soft fork campaign emerging from a private Telegram channel.
Bitcoin, Gold, and the Liquidity Pivot
The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.
Bitcoin Spam, Node Policy, and the Future of Relay Competition
The November 17, 2025 episode of the Stephan Livera Podcast features Kevin Cai discussing the politics of “Bitcoin spam,” node policy, and attempts to control transaction propagation.
Macro trends
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, Liquidity Stress, and the New Corporate Treasury Cycle
The November 19, 2025 episode of Kitco News features Jack Mallers explaining why Bitcoin’s sharp drawdown reflects one of the tightest U.S. liquidity regimes in years rather than a structural failure.
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.