Sensible view on what’s likely to happen with bitcoin next year

Fan of their writing and analysis: https://capriole.com/issue-33/ To quote: — So, we have three incredible catalysts on the very near horizon: 1. The best inflation hedge and hardest commodity known in a macro environment with the tightest economic conditions on record which is primed to pivot. 2. Institutional regulatory status and on-ramps with imminent ETF … Continue reading Sensible view on what’s likely to happen with bitcoin next year

Must watch to understand the deep principles behind bitcoin and crypto

An @erikvoorhees banger from @Permissionless conference So many powerful quips, just to call out one: “For permission is what the kindergarten child attains to go to the bathroom… it is not what respectable men attains in his financial affairs… for if I may transact with you only by the good graces of those watching me … Continue reading Must watch to understand the deep principles behind bitcoin and crypto

Why 21 million bitcoins? “I ended up picking something in the middle”

Another fascinating glimpse into Satoshi’s thought process: My choice for the number of coins and distribution schedule was an educated guess. It was a difficult choice, because once the network is going it’s locked in and we’re stuck with it. I wanted to pick something that would make prices similar to existing currencies, but without … Continue reading Why 21 million bitcoins? “I ended up picking something in the middle”

Tuur Demeester’s great report on bitcoin: “In investing, what is comfortable is rarely profitable”

Tuur’s last 2 (or 3?) reports have also come during bear markets, and he’s called his shots almost to perfection. Original report: https://unchained.com/how-to-position-bitcoin-boom I did a 7-minute-ish podcast deep dive: https://twodegens.buzzsprout.com/2073784/12901355-5-minute-crypto-deep-dive-on-tuur-demeester-s-bitcoin-report-adamant-unchained And here were some of my favorite excerpts (all copied verbatim): — During this accumulation phase, we expect for bitcoin to trade in a … Continue reading Tuur Demeester’s great report on bitcoin: “In investing, what is comfortable is rarely profitable”

Podcast notes: Balaji’s $1M bet on Bitcoin and the BitSignal (Bankless podcast) – “America is new Argentina”

Put up the BitSignal – pay $1M to 1000 contributors for memes and stories Made public bet that BTC will be worth $1M USD in 90 days times “This is the crisis Bitcoin was built for” Sounding covid alarm in January 2020, covid hit (the US) in March On covid Mental chessboard in his head, … Continue reading Podcast notes: Balaji’s $1M bet on Bitcoin and the BitSignal (Bankless podcast) – “America is new Argentina”