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.
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Macro trends
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
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.
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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.
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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.
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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.
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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.
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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.
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Fiscal Dominance, Stablecoins, and Bitcoin’s Strategic Role
The August 15, 2025 episode of Galaxy Brains features Lyn Alden analyzing how fiscal dominance weakens central bank independence and entrenches inflation.
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Bitcoin, Tariffs, and the Twin-Deficit Stress Test
The April 29 2025 episode of the Robin Seyr Podcast features Steven Lubka arguing that tariff escalation, treasury-market strain, and America’s twin deficits are accelerating Bitcoin’s rise as a neutral reserve asset.
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Tariffs, AI, and Bitcoin in a De-Globalizing World
The April 28, 2025 episode of What Bitcoin Did features Mark Moss arguing that de-globalization and tariff-driven reshoring shift power toward decentralized money.
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Yield Strain, Gold Crunch, and Bitcoin Reserve Pivot
The April 28, 2025 episode of the Bitcoin Matrix podcast features analyst Peruvian Bull dissecting Japan’s yield-curve quagmire, global gold shortages, and naked-short abuses in U.S. equities. He argues that corporate Bitcoin-treasury strategies offer a hard-asset hedge as legacy safeguards erode.
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Fiat Strain and the Digital Reserve Transition
The April 27, 2025 episode of the Jordi Visser Podcast has Visser arguing that the post-1971 fiat regime is losing global trust. He explains how stablecoins, Bitcoin, and tokenized assets are merging with legacy finance to build a new monetary stack while AI transforms real-economy dynamics.
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