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Macro trends

Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.

AI, Boomer Wealth, and Bitcoin’s Next Phase

AI, Boomer Wealth, and Bitcoin’s Next Phase

The November 15, 2025 episode of the TFTC podcast features Jordi Visser explaining why Bitcoin’s current consolidation reflects a “silent IPO” driven by early-holder distribution and demographic wealth patterns.

AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role

AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role

The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.

Japan’s Policy Crossroads and Bitcoin’s Liquidity Exposure

Japan’s Policy Crossroads and Bitcoin’s Liquidity Exposure

The October 20, 2025 episode of Bitcoin for Millennials features Roberto Rios (Peruvian Bull) explaining how Japan’s currency-versus-bonds trade-off can ignite global deleveraging that hits Bitcoin first.

AI Supply-Chain Shock Meets Market Fragility

AI Supply-Chain Shock Meets Market Fragility

The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.

Digital Settlement and Liquidity Regime Shifts

Digital Settlement and Liquidity Regime Shifts

The October 10, 2025 episode of the Onramp Media Webinar Series features Lyn Alden examining how communications technology shaped monetary centralization and how Bitcoin reintroduces accessible digital settlement.

Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System

Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System

Recorded on October 08, 2025, BTC Sessions hosts Lyn Alden for a macro and Bitcoin masterclass. Alden argues that fiscal dominance is already imposing real losses on savers and that reserve dynamics are shifting toward a plural mix led by gold with Bitcoin as a neutral settlement rail.

AI, Debt Cycles, and Bitcoin’s Store-of-Value Case

AI, Debt Cycles, and Bitcoin’s Store-of-Value Case

The October 06, 2025 episode of Bitcoin for Millennials features Jordi Visser analyzing how accelerating AI, strained debt regimes, and distributional pressures can steer savers toward scarce digital assets.