Bitcoin Settlement Rails, Stablecoins, and the SWIFT Displacement Thesis
The October 21, 2025 episode of Coin Stories features David Marcus outlining Bitcoin’s role as a neutral settlement layer for global payments.
Stablecoins
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.
Stablecoins, Collateral Policy, and AI-Driven Settlement
September 29, 2025 on the Final Settlement podcast, a panel examines Tether’s headline $500B valuation, a U.S.-focused “USA” stablecoin effort, and how market plumbing shapes adoption.
Lightning Liquidity, Stablecoins, and Self-Custody
The September 20, 2025 episode of Built on Bitcoin features Jesse Shrader outlining Lightning’s shift from hobbyist tooling to institution-grade infrastructure.
Gold and Bitcoin in Deflation: Reserves and Stablecoins
The September 15, 2025 episode of the Robin Seyr Podcast features Dominic Frisby assessing gold and Bitcoin under deflation and reserve realignment. Frisby argues gold anchors unit-of-account stability while Bitcoin scales as a digital bearer asset.
Private Money, Stablecoins, and the Genius Act
The August 07, 2025 episode of ARK Invest features Dr. Art Laffer and Paolo Ardoino discussing how stablecoins operationalize private money alongside Bitcoin.
Treasuries, ETFs, and the $200K Supply Squeeze
The August 06, 2025 episode of Blockstream Talk features Matt Hougan outlining how institutional adoption of Bitcoin has shifted from technical barriers to behavioral ones such as anchoring bias.