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
Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals
The October 01, 2025 episode of the Green Candle podcast features Nik Bhatia assessing whether conditions justify a parabolic phase. Bhatia separates macro liquidity from native Bitcoin dynamics, arguing that refinancing waves and falling Treasury volatility matter more than small rate cuts.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
The September 30, 2025 episode of What Bitcoin Did features James Check, Joe Carlasare, and Matthew Pines analyzing how fiscal dominance and long-end yields now anchor Bitcoin’s risk profile.
ETF Regimes, Custody Choices, and Collateral Repricing
The September 27, 2025 episode of the Brandon Gentile Podcast features British HODL arguing that disciplined buying and holding of Bitcoin outperforms most alternatives.
Market Psychology at $2T: Flows, Leverage, and On-Chain Signals
The September 23, 2025 episode of Unchained maps how flows, leverage, and cohort cost bases shape Bitcoin’s market behavior. On-chain analyst James Check explains why realized cap near $1T matters while slowing ETF inflows and expanding derivatives rewire price discovery.
Treasuries, ETFs, and the $200K Supply Squeeze
The August 06, 2025 episode of Blockstream Talk features Matt Hougan outlining how institutional adoption of Bitcoin has shifted from technical barriers to behavioral ones such as anchoring bias.