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ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows

ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows

The October 14, 2025 episode of Simply Bitcoin IRL features British HODL arguing that exchange-traded funds have shifted Bitcoin’s price discovery toward traditional finance’s cadence.

Institutional investors Financialization Simply Bitcoin IRL British HODL Derivatives

Bitcoin Spam Mitigation and Consensus Trade-offs

Bitcoin Spam Mitigation and Consensus Trade-offs

The October 14, 2025 episode of Supply Shock features Pierre Rochard arguing that Bitcoin should raise the cost of non-monetary data at the consensus layer. He favors removing OP_RETURN and limiting Taproot input sizes to reduce node burdens and fee distortions.

Nodes Supply Shock podcast Pierre Rochard

From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale

From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale

The October 13, 2025 episode of The Bitcoin Edge with Paula features Robin Seyr outlining a pathway from price curiosity to sovereignty through self-custody, validating nodes, and community building.

Bitcoin culture Robin Seyr The Bitcoin Edge with Paula

Derivatives, Collateral Stress, and Bitcoin Flows

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.

Derivatives Institutional investors Gold TFTC Podcast Vince Lanci

Bitcoin Core v 30: Relay Policy, Data Payloads, and Miner Incentives

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.

Nodes Bitcoin Infinity Show Chris Guida

Access, Mining Power, and Fee Market Design

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.

Institutional investors Bitcoin mining Robin Seyr Podcast General Kenobi Custody

AI Supply-Chain Shock Meets Market Fragility

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.

Macro trends Jordi Visser Debasement trade

Institutional Flows and a 2026–2027 Bitcoin Cycle

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.

Bitcoin markets Mike Alfred Supply Shock podcast Institutional investors

Digital Settlement and Liquidity Regime Shifts

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.

Technological advance Macro trends Scarce Assets (Onramp Media) Lyn Alden Financialization

Bitcoin Governance Reality, Payment Pragmatics, and Vault Security

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.

Bitcoin culture NVK THE Bitcoin Podcast Lightning Network Layer 2 solutions Nodes