Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
The October 05, 2025 episode of the Jordi Visser Podcast features Jordi arguing that electricity, not GPUs, is now the binding constraint on AI deployment.
Macro trends
Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
The September 30, 2025 episode of What Bitcoin Did features James Check, Joe Carlasare, and Matthew Pines analyzing how fiscal dominance and long-end yields now anchor Bitcoin’s risk profile.
What Lyn Alden said
Based on 14 long-form interviews with Lyn Alden, this AI-generated audio helps listeners understand Alden's views on the macro forces affecting Bitcoin and hard assets.
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.
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.