Latest posts
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AI National Champions, Market Regimes, and Bitcoin Signals
Summary The November 30, 2025 episode of the Jordi Visser Podcast features Jordi analyzing a sharp momentum crash that hit crowded leaders even as major equity indices advanced. Visser links rising purchasing managers’ indices, broadening earnings revisions, and an easing Federal Reserve to a likely rotation away from narrow megacap dominance toward a wider mix
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Escaping Fiat Thinking: The Big Bitcoin Measurement Error
Summary The December 01, 2025 episode of The Bitcoin Edge with Paula features Jeff Booth explaining why most people, including many Bitcoin holders, remain trapped in fiat thinking by measuring everything in dollars. Booth argues that the natural state of a truly free market is deflation and that Bitcoin, if it remains decentralized and secure,
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Dollar Dominance, Trade Deficits, and Neutral Reserves
Summary 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. Alden explains base versus broad money and the eurodollar layer, tying Treasury market fragility to dollar-IOU leverage and the need for policy backstops. She outlines tactical currency options, limits
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Nigeria’s Bitcoin Policy, Energy Integration, and Governance
Summary The May 05, 2025 episode of the Final Settlement Podcast features Abubakar Nur Khalil analyzing Nigeria’s new rules that place Bitcoin within a securities-style framework while outlawing Ponzi schemes. He explains near-term compliance burdens, unresolved tax questions, and why credible supervision could unlock venture flows by 2026. The discussion also links mining-led mini-grid stabilization
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Neutral Reserves, Stablecoins, and the Debt-Inflation Tradeoff
Summary The August 29, 2025 episode of the Onramp Media Webinar Series features Luke Gromen arguing that a “100-year reset” is pushing reserves back to neutral assets as bonds fail on a real basis. He links post-2022 reserve seizures to sustained central bank gold buying and frames ETFs and stablecoin policy as channels for household
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MicroStrategy’s Bitcoin-Backed Corporate Capital Engine
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Summary 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. Le outlines the progression from a
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Institutional Barriers to Bitcoin Adoption
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 24, 2025 episode of the Robin
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Bitcoin at the Turning Point: Liquidity Stress, Sovereignty, and Federated Money
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 28, 2025 episode of THE Bitcoin
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Bitcoin’s Dip, Institutional Demand, and Privacy Risks
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 28, 2025 episode of the Robin
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High-Stakes Social Engineering in Bitcoin Mining
Briefing Notes contain: (1) a summary of podcast content; (2) potential information gaps; and (3) some speculative views on wider implications for Bitcoin. Most summaries are for Bitcoin-centered YouTube episodes but I also do some on AI and technological advance that spill over to affect Bitcoin. Summary The November 25, 2025 episode of The Bitcoin