Access, Mining Power, and Fee Market Design
The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.
Latest
AI Supply-Chain Shock Meets Market Fragility
Institutional Flows and a 2026–2027 Bitcoin Cycle
Digital Settlement and Liquidity Regime Shifts
Bitcoin Governance Reality, Payment Pragmatics, and Vault Security
Mempool Policy, Data Carriers, and Relay Stability
America’s Bitcoin Accumulation Machine: Model, Risks, and Policy Tailwinds
Bitcoin mining
Access, Mining Power, and Fee Market Design
The October 11, 2025 episode of the Robin Seyr Podcast features General Kenobi outlining how post-ETF market structure, miner–pool power, and access policy shape Bitcoin’s trajectory.
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
Bitcoin Governance, Layers, and Energy Markets
From HODL to Use: Mining, Energy Integration, and Education
Macro trends
AI Supply-Chain Shock Meets Market Fragility
The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
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
Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
What Lyn Alden Said
Bitcoin markets
Institutional Flows and a 2026–2027 Bitcoin Cycle
The October 09, 2025 episode of Supply Shock features Mike Alfred arguing that institutional rails and constrained issuance can extend this cycle into 2026–2027.
Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
ETF Regimes, Custody Choices, and Collateral Repricing
Market Psychology at $2T: Flows, Leverage, and On-Chain Signals
