Latest posts

  • The Bitcoin Games

    Introduction Bitcoin has emerged as a transformative force in the global financial landscape, attracting significant attention from individuals, institutions, and governments alike. As it continues to gain traction, understanding its adoption through the lens of game theory offers invaluable insights into its possible future trajectory. Game theory, which studies strategic decision-making among rational actors, provides

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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

    Read more