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.
What Bitcoin Did
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.
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.
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.
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.
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.
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.