Latest posts
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ETF Era Mechanics: How TradFi Shapes Bitcoin’s Price, Hedging, and Capital Flows
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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Bitcoin Spam Mitigation and Consensus Trade-offs
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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From “0.1 BTC” to Sovereignty: Nodes, Sats, and Community Scale
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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Derivatives, Collateral Stress, and Bitcoin Flows
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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Bitcoin Core v 30: Relay Policy, Data Payloads, and Miner Incentives
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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Digital Settlement and Liquidity Regime Shifts
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Bitcoin Governance Reality, Payment Pragmatics, and Vault Security
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Access, Mining Power, and Fee Market Design
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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AI Supply-Chain Shock Meets Market Fragility
My ‘briefing notes’ summarize the content of Bitcoin-oriented podcast episodes. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. I use these for me own horizon scanning research – I have thousands of pod summaries finished but post only some that I think
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Institutional Flows and a 2026–2027 Bitcoin Cycle
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t