Keysat
32 lines
11 KiB
YAML
32 lines
11 KiB
YAML
# Bitcoin-cluster sources for the STRIKE reflexivity backtest (DESIGN_v2.1). Resolved + verified.
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# own_network=1 → the Ten31 orbit (Odell/Bent partners) = QUARANTINED (dropped in live EISC, test fixture).
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# The independent leg (own_network unset) is the non-self-referential corroboration for the Strike test.
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# All bitcoin cluster → cluster_capped_low (§4.5). rss_url verified to parse; FULL = reaches 2022-2023.
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sources:
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# --- OWN-NETWORK ORBIT (quarantined) ---
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- {id: pod-tftc, name: "TFTC (Marty Bent)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: true, rss_url: "https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9", channel_url: "https://www.youtube.com/@TFTC", backtest_2022_2023: rss_full, notes: "FULL: 112 eps 2022, 88 in 2023. Ten31 partner — own_network."}
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- {id: pod-citadeldispatch, name: "Citadel Dispatch (Matt Odell)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: true, rss_url: "https://serve.podhome.fm/rss/c90e609a-df1e-596a-bd5e-57bcc8aad6cc", channel_url: "https://www.youtube.com/channel/UCoA72saVAuQ8hYCnBO0Lymw", backtest_2022_2023: rss_full, notes: "FULL: 53 eps 2022, 37 in 2023. Ten31 partner — own_network."}
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- {id: pod-rabbitholerecap, name: "Rabbit Hole Recap (Odell + Bent)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: true, rss_url: "https://feeds.fountain.fm/0EAzqUaM4qqanDr1qNuK", channel_url: "https://www.youtube.com/@TFTC", backtest_2022_2023: rss_full, notes: "FULL: 230 eps 2022 (launched Apr 2022), 51 in 2023. Both Ten31 partners — own_network."}
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# --- INDEPENDENT bitcoin / Lightning-payments discourse (the non-self-referential leg) ---
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- {id: pod-stephanlivera, name: "Stephan Livera Podcast", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://anchor.fm/s/7d083a4/podcast/rss", channel_url: "https://www.youtube.com/channel/UCDqPIrJSzHyyJpmH6wnxVxA", backtest_2022_2023: rss_full, notes: "VERIFIED RSS FULL (2026-06-08): anchor.fm feed has 739 eps 2018-2026, 203 in 2022-2023 window — earlier 'truncated/youtube_only' note was wrong. Strong independent Lightning-payments discourse."}
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- {id: pod-bitcoinaudible, name: "Bitcoin Audible (Guy Swann)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.castos.com/mj96z", channel_url: "https://www.youtube.com/channel/UClG-wqz-OuXfzbpqwJd3fVA", backtest_2022_2023: rss_full, notes: "FULL: 1375 eps since 2018, deep archive. Reads/narrates Lightning retail-payments essays. Independent."}
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- {id: pod-anitaposch, name: "The Anita Posch Show", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://www.vodio.fr/rssmedias.php?valeur=1673", channel_url: "https://www.youtube.com/AnitaPosch", backtest_2022_2023: rss_partial, notes: "RESOLVED 2026-06-08: original bitcoinundco feed 302s to homepage (0 items); vodio re-host has 183 eps 2018-2025, 30 in 2022-2023 window (op3.dev->mp3 enclosures). Modest but real independent leg (Global South / payments focus)."}
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# === EXPANSION (workflow wd2a9zb9e, 2026-06-08): feeds curl-verified + own_network cross-checked vs Ten31 portfolio/team by an adversarial pass. ===
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# --- INDEPENDENT, HIGH Strike relevance (Lightning/retail-payments) — primary corroboration legs ---
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- {id: pod-kevinrooke, name: "The Kevin Rooke Show", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://anchor.fm/s/71a8cc78/podcast/rss", channel_url: "https://www.youtube.com/@KevinRooke", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 145 eps, 127 in 2022-2023. MOST Lightning-laser-focused independent show (TLS series: Breez/BTCPay/OpenNode/Muun/Voltage/River). Highest signal-per-ep for payments thesis. No Ten31 tie."}
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- {id: pod-whatbitcoindid, name: "What Bitcoin Did (Peter McCormack)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.acast.com/public/shows/69d4f193b76468caacc5068f", channel_url: "https://www.youtube.com/@WhatBitcoinDid", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 1060 eps, 311 in 2022-2023 (now branded 'The Peter McCormack Show', WBD### back-catalog intact). own_network=FALSE — McCormack NOT a Ten31 partner/portfolio (external capital is Winklevoss/Gemini); heavy guest-overlap w/ Odell/Bent core captured as shared_guest EDGES, not quarantine. Ran Lightning series + Mallers/Strike interviews."}
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- {id: pod-bitcoinmagazine, name: "Bitcoin Magazine Podcast", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://anchor.fm/s/cefa18a0/podcast/rss", channel_url: "https://www.youtube.com/@BitcoinMagazine", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 788 eps, 304 in 2022-2023. BTC Inc (Nakamoto/Bailey orbit, NOT Ten31). Hosts 2022-23 Keroles/Lindner. Heavy Lightning/Mallers/merchant coverage. own_network=false."}
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- {id: pod-coinstories, name: "Coin Stories (Natalie Brunell)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://rss.libsyn.com/shows/344543/destinations/2813255.xml", channel_url: "https://www.youtube.com/@CoinStoriesNatalieBrunell", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 500 eps, 155 in 2022-2023. Independent journalist; 2x Jack Mallers (Strike CEO), Marcus/Saylor on Lightning, El-Salvador/merchant eps. own_network=false (Odell/Bent only as guests)."}
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- {id: pod-bitcoinstandard, name: "The Bitcoin Standard Podcast (Saifedean Ammous)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://rss.buzzsprout.com/1849151.rss", channel_url: "https://www.youtube.com/@saifedean", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 365 eps, 103 in 2022-2023. CORRECTION: in-window Strike relevance is MEDIUM not high (cited Mallers ep #89 is Nov-2021, out-of-window; in-window core is Austrian econ/Fiat Food). Independent. own_network=false."}
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- {id: pod-simplybitcoin, name: "Simply Bitcoin", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://anchor.fm/s/717a2198/podcast/rss", channel_url: "https://www.youtube.com/@SimplyBitcoinTV", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 1689 eps, 574 in 2022-2023. Independent daily-news (Nico+Opti, not Swan). Recurring Mallers/Strike/El-Salvador/Lightning but daily-news frame → strike_relevance MEDIUM. own_network=false (Bent only as guest)."}
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# --- OWN-NETWORK (Ten31 PORTFOLIO host) — QUARANTINE fixtures: highest Strike density, but Ten31-owned → drop in live EISC ---
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- {id: pod-cafebitcoin, name: "The Cafe Bitcoin Podcast (Swan)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.simplecast.com/H9Jmx_ko", channel_url: "https://www.youtube.com/@SwanBitcoin", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 648 eps, 495 in 2022-2023. own_network=FALSE — RECLASSIFIED 2026-06-08 per Grant: Ten31's Swan investment is IMMATERIAL → NOT a conflict → INDEPENDENT. Highest Lightning-payments density → strong INDEPENDENT leg for Strike."}
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- {id: pod-bitcoinreview, name: "Bitcoin.Review (NVK / Coinkite)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: true, rss_url: "https://serve.podhome.fm/rss/7cd0202b-463c-5b2e-b252-d4845cb71466", channel_url: "https://www.youtube.com/@BitcoinReview", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 97 eps, 57 in 2022-2023 (launched Jun 2022). own_network=TRUE — host NVK is CEO of Coinkite, a Ten31 PORTFOLIO co (Ten31-led Series A); Odell recurring co-host. Dense Lightning/ecash/wallet content → QUARANTINE fixture."}
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# --- INDEPENDENT, lower Strike relevance — BROAD bitcoin corpus (source rows recorded; NOT auto-queued for transcription yet) ---
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- {id: pod-whatismoney, name: "The What is Money? Show (Robert Breedlove)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.simplecast.com/MLdpYXYI", channel_url: "https://www.youtube.com/@RobertBreedlove", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 600 eps, 314 in 2022-2023. Money-philosophy/macro dominant; intermittent Lightning → strike med-low. Independent (no Ten31 tie). BROAD corpus."}
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- {id: pod-unchained-shin, name: "Unchained (Laura Shin)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.megaphone.fm/LSHML4761942757", channel_url: "https://www.youtube.com/@Unchained_pod", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 1174 eps, 303 in 2022-2023. NAME-COLLISION GUARD: Laura Shin's podcast is NOT Ten31's portfolio co 'Unchained Capital' (custody firm) — distinct entities. own_network=false. Broad multi-chain/crypto, Eth-heavy → strike medium. BROAD corpus."}
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- {id: pod-bitcoinfundamentals, name: "Bitcoin Fundamentals (Preston Pysh)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://feeds.megaphone.fm/PPLLC8974708240", channel_url: "https://www.youtube.com/@PrestonPysh", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: combined We-Study-Billionaires feed; Bitcoin leg = BTC###-prefixed eps, 105 in 2022-2023. INGEST NOTE: needs a BTC### title filter (not yet supported by ingest-podcast) → defer. Pysh is GP at Ego Death Capital (rival BTC VC) → independent of Ten31. BROAD corpus."}
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- {id: pod-pomp, name: "The Pomp Podcast (Anthony Pompliano)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://anchor.fm/s/b4841110/podcast/rss", channel_url: "https://www.youtube.com/@AnthonyPompliano", backtest_2022_2023: rss_full, notes: "VERIFIED rss_full: 1741 eps, 519 in 2022-2023. Broad business/crypto, light on Lightning retail-payments → strike low. Consensus barometer. Independent. BROAD corpus."}
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# --- KEEP but DROP from RSS ingest: pod-bitcoinlayer 2022-2023 audio is YouTube-only (Soundwise/Simplecast feeds start 2024). Edge-node only unless YouTube path added. ---
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- {id: pod-bitcoinlayer, name: "The Bitcoin Layer (Nik Bhatia)", kind: podcast, cluster: bitcoin, role: IND, cluster_capped_low: true, own_network: false, rss_url: "https://app.mysoundwise.com/rss/1665708396190s", channel_url: "https://www.youtube.com/c/thebitcoinlayer", backtest_2022_2023: youtube_only, notes: "rss_partial: all audio RSS feeds (Soundwise/Simplecast) start 2024; 2022-2023 back-catalog only on YouTube (chan UCDo6-SUypaXlTmH6AyrYBZA, launched Jun 2022). Macro/rates focus → strike low. own_network=false. NOT auto-queued; serves as shared_guest edge node into WBD/SLP."}
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