There is a growing rift developing in crypto; one which I’ve previously described as ‘decentralisation theatre’ versus actual decentralisation. This chasm has its roots in the irreconcilable differences between freedom-enabling technologies and inferior technologies which trend towards centralisation and capture. In this issue Bitcoin analysis ChatGPT, false narratives Scam Altman locks arms with…

Bitcoin layer one activity has maxed out again as adoption soars on a new use-case. Specifically, ordinal inscriptions are available on Bitcoin, but blockspace is limited. …

Bitcoin is consolidating at around $28,000 with a backdrop of healthy crypto market conditions as open interest plummets below levels not seen since May 2022. But with the Fed’s FOMC meeting due tomorrow, bouts of volatility are bound to come around! In this issue: Bitcoin analysis First Republic Bank Latest…

When faced with the option of throwing the investment classes or the average Joe under the bus, the United States and its Western hegemon has been fairly consistent. If you doubt this, ask yourself: in whose interest do domestic politicians act overall? As much as politicians may want to act…

It’s hard to believe Bitcoin only needs to increase a little over three times to reach 6-figures. The market tends to take the long route when it means business, but the destination is the same regardless. We’re living through a generational paradigm shift, and one can either sink or float. …

Artificial intelligence is all the rage nowadays. Arguments tend to range from ‘everyone’s going to be jobless’ to dismissive commentary about generative LMs along the lines of ‘it makes mistakes therefore it’s useless!’ There’s little to no editorial oversight in this write up, hence the multiplicity of topics. If there’s…

The key thing about bitcoin is that it has attributes which have never existed before, that is, definable diminishing supply coupled with early days of adoption, on its way to becoming global digital collateral. This means it is both a technology investment as well as schmuck insurance, i.e., …

If there is such a thing as a ‘public good’ innovation with acceptable trade-offs, Bitcoin and Litecoin would certainly fit into that category. By abstracting digital information into value that cannot be undermined, today’s economic incentives face obsolescence. In this issue Bitcoin analysis A bitcoin economy Latest happenings Listening material Bitcoin analysis …

If it’s not clear by now, the Federal Reserve’s hawkish monetary policy over the last year and a half has sent interest rates flying to levels which the legacy financial system simply cannot handle. In this issue Over the edge Bitcoin analysis Rock and a hard place Latest happenings Listening…