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.
Bitcoin markets
Modeling Bitcoin’s Supply, Liquidity, and Policy Trajectories
The September 06, 2025 episode of the Robin Seyr Podcast features Murray Rudd outlining a supply-and-demand price modeling framework for Bitcoin that highlights how fixed supply and shifting demand interact to produce price volatility.
Bitcoin ETFs, Custody Risks, and Institutional Adoption
The August 15, 2025 episode of The Last Trade podcast features James Seyffart of Bloomberg Intelligence analyzing the rise of Bitcoin ETFs and their $150 billion in assets. He explains how advisor restrictions, custody concentration, and hedge fund arbitrage shape ETF flows.
Institutional Holding, ETF Risks, and Impending Bitcoin Supply Shock
The August 08, 2025 episode of the Green Candle Podcast features Maurizio Pedrazzoli Grazioli from the Mr. M. podcast explaining why institutional holding, macroeconomic catalysts, and shrinking liquidity may drive Bitcoin to $200,000 by year-end.
Institutional Adoption, Treasury Models, and Bitcoin’s Evolving Market Cycles
The August 09, 2025 episode of the Mr. M Podcast features Cory Klippsten discussing Bitcoin’s path to $1 million, institutional adoption, and the role of corporate treasury models.
Bitcoin supply, demand, and price dynamics
We develop a bottom-up, quantity-clearing model of Bitcoin price formation that couples its fixed 21-million-coin cap with plausible demand growth and execution behavior.
Institutional Anchoring and the End of Bitcoin’s Four-Year Cycle
The August 12, 2025 episode of Supply Shock features Adrian Morris arguing that Bitcoin’s historic four-year cycle may be giving way to a slower, stair-step rise driven by ETF adoption, corporate treasuries, and reduced volatility.