Research area
Analysis of Bitcoin markets, liquidity, price formation, institutional demand, derivatives, and changing market structure
The April 10, 2025 episode of The Bitcoin Layer, featuring Demian Schatt and hosted by Nic Bhatia, examines dramatic Treasury market dislocations driven by tariff policies and basis trade unwinding while highlighting Bitcoin’s resilience.
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The April 9, 2025 episode of Robin Seyr Podcast features Danny Scott highlighting that institutional buying and long-term data underpinning Bitcoin-only strategies are redefining market dynamics and strategic reserve policies.
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The April 9, 2025 episode of Mr. M Podcast featuring Grey Jabesi examines how AI-driven acceleration, evolving investor behavior, and shifting regulatory dynamics are undermining the traditional four-year cycle.
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The April 9, 2025 Scarce Assets episode with Kane McGukin examines Bitcoin’s role amid traditional monetary vulnerabilities and digital innovation. The discussion highlights the impact of derivatives, evolving regulation, and stablecoin integration in reshaping asset management.
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The April 07, 2025 episode of The Bitcoin Layer with Nik Bhatia examines US Treasury yield trends, yield curve shifts, and trade policies to explain emerging Fed rate cuts and market volatility, while highlighting Bitcoin’s technical support around 70K as a sign of resilience.
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The April 06, 2025 episode of Mr. M Podcast featuring Bevan Waite explores Bitcoin as a finite asset poised to disrupt traditional monetary cycles. The discussion emphasizes self-custody, stablecoin integration, and the impact of institutional and regulatory forces.
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The April 06, 2025 episode of the Jordi Visser Podcast highlights how unexpected tariff policies and historical trade precedents have fueled market volatility and recession risk. Visser’s analysis emphasizes Bitcoin’s resilience amid these disruptions, marking a shift in asset allocation.
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On April 04, 2025, the Swan Signal Live episode with the panel examined Bitcoin’s resilience amid falling traditional assets and discussed tariff-induced market shifts. The conversation highlighted Bitcoin’s potential as a safe haven and its evolution from a collectible to a store of value.
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The March 23, 2025 episode of Jordi Visser's podcast examines how fiscal measures, evolving market technical indicators, and the shift to embodied AI are reshaping market dynamics.
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On April 02, 2025, the Robin Seyr Podcast featured Pierre Rochard discussing how regulatory shifts, strategic Bitcoin reserves, and evolving market dynamics are reshaping Bitcoin’s role as a decentralized monetary system.
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The March 30, 2025 episode of Simply Bitcoin podcast with Adam O'Brien explores Bitcoin’s potential to reach multi-million-dollar valuations amid aggressive fiscal policies and widespread adoption of self-custody practices.
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On March 30, 2025, the Jordi Visser podcast detailed how tariff pressures, worsening credit conditions, and a rapid AI buildout are reshaping market dynamics, while highlighting Bitcoin’s relative strength as a safe haven.
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