Dollar Dominance, Trade Deficits, and Neutral Reserves
The May 16, 2025 episode of What Bitcoin Did features Lyn Alden analyzing how dollar reserve status sustains structural trade deficits and periodic funding stress.
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MicroStrategy's Bitcoin-Backed Corporate Capital Engine
The November 28, 2025 episode of What Bitcoin Did features Phong Le explaining how MicroStrategy has transformed into a leveraged Bitcoin treasury and credit platform.
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Reframing the 2025 Bitcoin Bull Market Reset
The November 24, 2025 episode of What Bitcoin Did features James Check and Alec Dejanovic examining whether the sharp drawdown from above 120K to around 80K means the Bitcoin bull market has ended.
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Bitcoin Under Repression: Aid Rails, Activism, and Energy Options in Venezuela
The October 22, 2025 episode of What Bitcoin Did features Leopoldo López detailing how opposition networks used Bitcoin to bypass state-controlled finance. He explains a pivot from stablecoins to Bitcoin for large-scale humanitarian payouts and activist support, alongside resilient communications.
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Bitcoin, Gold, and the Liquidity Pivot
The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.
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Bitcoin, Financial Repression, and Permissionless Payments
The October 27, 2025 episode of What Bitcoin Did features Alex Gladstein examining where banking access and monetary stability break down. Gladstein argues that permissionless payments enable activists, merchants, and households to operate beyond censorship and debasement.
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Bitcoin Governance Risks in Content-Restrictive Soft Forks
The November 14, 2025 episode of What Bitcoin Did features Rob Hamilton explaining how the proposed “BIP444” user-activated soft fork attempts to restrict inscriptions by modifying Bitcoin’s consensus rules.
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Bitcoin Core v30: Relay Policy, UTXO Incentives, and Client Governance
The October 07, 2025 episode of What Bitcoin Did features Antoine Poinsot explaining the intent and impacts of Bitcoin Core v30.
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Mining-Backed Power and Exchange-Rate Frictions in Africa
The December 15, 2023 episode of What Bitcoin Did features Erik Hersman on currency shocks, informal exchange rates, and mining-enabled electrification.
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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.
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Core–Knots Split: Policy Drift, Fees, and Network Reliability
The September 27, 2025 episode of What Bitcoin Did features Samson Mow analyzing the Core vs. Knots split. The discussion centers on mempool policy divergence, OP_RETURN defaults, fee-floor erosion, UTXO growth, and governance trust.
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Inflation, Fiscal Dominance, and Bitcoin’s Ascent
The September 22, 2025 episode of What Bitcoin Did features Lawrence Lepard outlining how fiscal dominance and prospective yield curve control entrench inflationary pressures.
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