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.
Bitcoin markets
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.
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.
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.
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.