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Institutional investors

Bitcoin Volatility, Collateral, and Paper Claims

Bitcoin Volatility, Collateral, and Paper Claims

The December 16, 2025 episode of The Bitcoin Frontier features Mark Connors arguing that institutions notice Bitcoin first through familiar “wrappers,” then grapple with its deeper role as verifiable collateral.

Institutional Barriers to Bitcoin Adoption

Institutional Barriers to Bitcoin Adoption

The November 24, 2025 episode of the Robin Seyr Podcast features Sam Roberts explaining why most institutional capital still avoids Bitcoin despite expanding market infrastructure.

ETF Flows, Treasury Finance, and Censorship Resistance

ETF Flows, Treasury Finance, and Censorship Resistance

The October 15, 2025 episode of the Tim Kotzman podcast features Adam Back analyzing how institutional flows and treasury strategies are reshaping Bitcoin’s market structure.

ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows

ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows

The October 14, 2025 episode of Simply Bitcoin IRL features British HODL arguing that exchange-traded funds have shifted Bitcoin’s price discovery toward traditional finance’s cadence.

Derivatives, Collateral Stress, and Bitcoin Flows

Derivatives, Collateral Stress, and Bitcoin Flows

The October 13, 2025 episode of TFTC features Vince Lanci outlining how derivatives-driven price discovery and collateral stress shape flows across gold and Bitcoin.

Access, Mining Power, and Fee Market Design

Access, Mining Power, and Fee Market Design

The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.

Institutional Flows and a 2026–2027 Bitcoin Cycle

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.