Institutional Barriers to Bitcoin Adoption
The November 24, 2025 episode of the Robin Seyr Podcast features Sam Roberts explaining why most institutional capital still avoids Bitcoin despite expanding market infrastructure.
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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’s Dip, Institutional Demand, and Privacy Risks
The November 28, 2025 episode of the Robin Seyr Podcast features Mike Molnar arguing that the latest pullback below $90,000 is trivial compared with earlier drawdowns and irrelevant to Bitcoin’s long-term thesis.
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.
High-Stakes Social Engineering in Bitcoin Mining
The November 25, 2025 episode of The Bitcoin Frontier features Kent Halliburton describing how a sophisticated in-person scam resulted in the loss of $220,000 in Bitcoin from Sazmining’s treasury.
Bitcoin-Backed Credit and the Speculative Attack on the Dollar
The November 27, 2025 episode of the Bitcoin for Millennials podcast features Jeff Walton explaining how corporate balance sheets can mount a long-horizon speculative attack on the dollar by borrowing fiat and accumulating Bitcoin.
Reframing the 2025 Bitcoin Bull Market Reset
The November 24, 2025 episode of What Bitcoin Did features James Check and Alec Dejanovic examining whether the sharp drawdown from above 120K to around 80K means the Bitcoin bull market has ended.
Macro trends
Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup
The December 13, 2025 episode of the Anthony Pompliano Podcast features Visser arguing that the Fed’s communication around a 25bp cut matters more than the cut itself because it hints at labor softening and a more accommodative posture.
AI’s Kinetic Turn and the New Digital Market Regime
The December 07, 2025 episode of the Jordi Visser Podcast features Jordi explaining why apparent AI “bubble” dynamics may actually represent a durable capital expenditure regime rather than a fragile mania.
The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle
The December 05, 2025 episode of Kitco News features Lyn Alden arguing that the United States has entered a fiscally dominated, “emerging-market light” regime where deficits, AI capex, and asset inflation mask underlying economic weakness.
Bitcoin’s “Worst” Bull Market and the Hidden Structural Bid
The December 04, 2025 episode of the Brandon Gentile podcast features Joe Consorti examining why Bitcoin’s latest bull market feels unusually weak despite supportive macro conditions.
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.
Bitcoin mining
Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk
The December 11, 2025 episode of The David Lin Report features Fred Thiel arguing that Bitcoin’s October–November weakness reflected a layered risk-off shift, including shifting rate-cut expectations, leverage flushes, and market anxiety sparked by long-dormant wallets moving coins.
Mining Economics Tighten as Grid Queues and AI Load Accelerate
The December 12, 2025 episode of The Mining Pod features Ethan Vera explaining why weak hash price conditions, modest difficulty relief, and volatile power markets keep miners cautious on new capital spending.
Bitcoin Block Space as a Commodity Market
The December 11, 2025 episode of Abundant Mines features Bob Burnett explaining why Bitcoin’s future hinges on treating block space as scarce, priced infrastructure.
Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya
The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.
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.