Why Stacking Bitcoin at All-Time Highs Still Makes Sense in 2025
The November 22, 2025 episode of the Robin Seyr Podcast features Stephan Livera explaining why disciplined stacking around $85–95K can still be rational in a maturing market.
Bitcoin markets
Leverage Shocks, Structured Selling, and Bitcoin’s Debasement Trade
The November 21, 2025 episode of Kitco News features Mark Moss analyzing recent Bitcoin volatility driven by leverage unwinds and a large “structured seller” active at 9:30 a.m. Eastern.
Bitcoin’s Paradigm Shift and the Limits of Legacy Pricing
The November 18, 2025 episode of the Robin Seyr Podcast features CK arguing that markets continue to misprice Bitcoin because they frame it within today’s financial paradigm rather than as a potential civilizational shift.
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.
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’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.