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.
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Bitcoin markets
Analysis of Bitcoin markets, liquidity, price formation, institutional demand, derivatives, and changing market structure
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Bitcoin’s Design Limits, Market Cycles, and Institutional Risks
The August 15, 2025 episode of the Archie Podcast features Adam Back examining Bitcoin’s cypherpunk roots, the failures of early eCash projects, and the resilience of proof-of-work design.
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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.
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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.
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