Bitcoin: Liquidity, Holder Rotation, and Policy Risk
The November 07, 2025 episode of Swan Signal features Lyn Alden assessing whether recent drawdowns reflect cyclical weakness or a liquidity-driven pause.
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Bitcoin mining
Leveraging Bitcoin Miners as Flexible Load Resources for Power System Stability and Efficiency
We focus on the emergence of Bitcoin mining as an important feature for industrial-scale demand response, making use of miners’ inherent characteristics of interruptibility and swift response to enhance grid flexibility.
100 Important Questions about Bitcoin’s Energy Use and ESG Impacts
Access, Mining Power, and Fee Market Design
America’s Bitcoin Accumulation Machine: Model, Risks, and Policy Tailwinds
Decentralizing Block Templates and Home-Mining Economics
Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
Mining-Backed Power and Exchange-Rate Frictions in Africa
Macro trends
AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
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.
Japan’s Policy Crossroads and Bitcoin’s Liquidity Exposure
AI Supply-Chain Shock Meets Market Fragility
Digital Settlement and Liquidity Regime Shifts
Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System
AI, Debt Cycles, and Bitcoin’s Store-of-Value Case