The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Bitcoin has been getting plenty of attention so far this year and with the halving expected in around a month’s time, that is not expected to change. In this episode of the Beyond Markets podcast, Helen Freer, Investment Writer, talks to Manuel Villegas, Next Generation Research, about how the halving will work and what it means for the blockchain’s dynamics.

Please note that this podcast is for educational purposes only and does not represent a recommendation of any kind with regard to Bitcoin or other digital assets.

01:24 What has been happening with regard to Bitcoin so far this year?
02:24 What is the Bitcoin halving and why is relevant? 
03:56 The implications of the Bitcoin halving for mining operations
05:40 How should Bitcoin mining companies be viewed in light of the Bitcoin halving? 
06:36 Is past performance an indicator of future performance? 
07:37 What can we expect for the Bitcoin market and broader digital asset markets now as result of the halving?  
08:35 What does the Bitcoin supply schedule look like going forward? 
10:11 What is the current state of demand versus supply?
10:34 Conclusions

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