This was a good comprehensive introduction to bitcoin and all of the various topics that it touches, from the technology of blockchain and internet protocols, to financial history, to “what is money”, to the macroeconomic and geopolitical ferment in which bitcoin was born and has since thrived. Below are some of my favorite highlights. All … Continue reading Why Buy Bitcoin by Andy Edstrom – book highlights
Wences is widely considered the OG of bitcoin adoption and evangelism in Silicon Valley circles. He bought and began making bitcoin’s case in 2011. Here’s his Wikipedia. He wrote a 15 page PDF that he shared privately with friends and potential investors. Milk Road kindly published it here. There were a few passages that I … Continue reading Wences Casares’s must read document about bitcoin
I read this essay every few months and every few months my mind is blown again: In other words, the difficulty-adjustment is about keeping a constant time, not a constant level of security, difficulty, or energy expenditure. This is ingenious because good money has to be costly in time, not energy. Linking money to energy alone is … Continue reading A must read if you want to understand the fundamental innovation of bitcoin: “Bitcoin is time”
Jeff Ross – Founder Vailshire investment fund 47yo His Top 5 people (chats with / respects most?): Preston Pysh; American Hodl; Joe Carlosari; James Lavish; Mike Alfred; Swan bitcoin team (Cory, Alex) Midwest kid Biology major, Minnesota medical school, became board certified Radiologist (2008-2021) Loved Rockies, moved to Colorado Springs in 2008 Not interested in … Continue reading Notes from Jay Gould’s interview of Dr. Jeff Ross (bitcoin, medicine, macro)
I really enjoyed reading several of John Street Capital’s essays and wanted to save / share some excerpts from them. The two that stood out the most during my reading binge were Bitcoin & The Macro Environment, and FinTech: The 2020’s. Excerpts: We said QE turned your checking account into cash, your savings account into … Continue reading John Street Capital’s fire analysis of bitcoin, stocks, and macroeconomics