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.
Macro trends
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.
Debt, Rails, and Institutional Paths for Bitcoin Access
The September 24, 2025 episode of Scarce Assets features Avik Roy outlining how U.S. fiscal stress elevates the risk of restrictions on dollar–Bitcoin conversion.
AI Buildout, Power Bottlenecks, and Bitcoin Optionality
The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
AI Energy Constraints and Bitcoin’s Market Outlook
The September 14, 2025 episode of the Jordi Visser Podcast features Jordi Visser analyzing how Oracle’s unprecedented AI order surge, resilient profit margins, and Federal Reserve easing reveal a structural investment cycle.
Broken Money, Dedollarization, and the AI–Energy Shift
The September 08, 2025 episode of Magsplaining features Lyn Alden explaining how centralized ledgers created “broken money” by allowing debasement and surveillance once communications outpaced settlement.
Dollar Decline, Gold Revaluation, and Bitcoin’s Reserve Role
The August 17, 2025 episode of Miles Franklin Media features Michelle Makori interviewing Luke Gromen, who explains how U.S. policymakers are managing a weaker dollar to restore industrial capacity and security.