Latest posts
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2024 Bitcoin research horizon scan
The link below takes you to my newest horizon scanning working paper, an effort that draws on some 1800 Bitcoin podcast transcriptions to identify key information gaps and research that could help fill the gap. The paper is available open access for download. Identification of important 2024 Bitcoin research needs using an AI-assisted ‘key questions’
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Example of a Bitcoin price model
In this blog, I want to explain the basic structure of our Bitcoin price analysis framework and develop a single model on the impact of a single 500,000 Bitcoin purchase on market prices. Frameworks and Models In a past journal article, we developed a Bitcoin price modeling framework and, in a recent working paper, updated
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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