Quantum Computing Risk and Bitcoin’s Security Horizon
The November 12, 2025 episode of Bitcoin Fundamentals features Charles Edwards outlining how quantum computing threatens Bitcoin’s current signature schemes.
Latest
Bitcoin Governance Risks in Content-Restrictive Soft Forks
The November 14, 2025 episode of What Bitcoin Did features Rob Hamilton explaining how the proposed “BIP444” user-activated soft fork attempts to restrict inscriptions by modifying Bitcoin’s consensus rules.
Debt, Deflation, and the Case for $43M Bitcoin
The June 07, 2025 episode of Simply Bitcoin features Jeff Booth arguing that a structurally insolvent, debt-based monetary system is colliding with an open, fixed-supply Bitcoin standard.
AI, Boomer Wealth, and Bitcoin’s Next Phase
The November 15, 2025 episode of the TFTC podcast features Jordi Visser explaining why Bitcoin’s current consolidation reflects a “silent IPO” driven by early-holder distribution and demographic wealth patterns.
Bitcoin: Liquidity, Holder Rotation, and Policy Risk
The November 07, 2025 episode of Swan Signal features Lyn Alden assessing whether recent drawdowns reflect cyclical weakness or a liquidity-driven pause.
AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.
Arbitrary Data, Node Power, and Bitcoin Governance
The November 06, 2025 episode of Bitcoin Rails features Matt Hill explaining how relay policy can curb arbitrary data without destabilizing consensus. Exchanges and large businesses - the “economic nodes” - anchor fork outcomes while miners follow the chain with real transaction flow.
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.