Research area
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
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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.
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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.
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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.
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