Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts
The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.
Coin Stories
Bitcoin Settlement Rails, Stablecoins, and the SWIFT Displacement Thesis
The October 21, 2025 episode of Coin Stories features David Marcus outlining Bitcoin’s role as a neutral settlement layer for global payments.
Censorship Resistance, Inscriptions, and Network Health
The October 02, 2025 episode of Coin Stories features Adam Back on censorship resistance, inscriptions, and node policy. Back argues that content-based filtering is both ineffective and corrosive to Bitcoin’s core guarantees, while fee markets and relay coherence determine practical outcomes.
Corporate Bitcoin Treasuries: Premiums, Instruments, and Policy
The September 30, 2025 episode of Coin Stories features Adam Back explaining why firms should benchmark reserves against Bitcoin and how listed vehicles can scale exposure.
Fiscal Dominance, Housing, and Bitcoin–Gold Rotation
The September 25, 2025 episode of Coin Stories features Lyn Alden analyzing how fiscal dominance channels liquidity through funding markets more than policy rates.
Scaling Bitcoin Treasuries with M&A and Perpetual Preferreds
The September 23, 2025 episode of Coin Stories features Matt Cole and Eric Semler discussing Strive’s acquisition of Semler Scientific and the case for scaled Bitcoin treasuries.
Bitcoin-Backed Credit and the Rise of Treasury Companies
The September 19, 2025 episode of Coin Stories features Michael Saylor explaining how Bitcoin-backed preferred instruments are reshaping credit markets and institutional adoption.