Latest posts
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Bitcoin’s Repricing Dynamics: Debt, AI, and State Co-option
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-Backed Credit and the Rise of Treasury Companies
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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Gen Z, Treasury Equities, and the Institutional Turn in Bitcoin
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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Gen Z Debt Pressures and Bitcoin’s Self-Custody Imperative
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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Gen Z, Inflation, and Bitcoin’s Cultural Turn
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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Core vs Knots: OP_RETURN, Mempool Policy, and Node Risk
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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Mining Pool Centralization and Bitcoin Governance Risk
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 as Scarcity Protocol and Societal Catalyst
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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Core v30’s OP_RETURN Shift: Relay Policy, Miner Incentives, and Governance Risk
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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Payments Friction, Custody Risk, and the Nostr Parallel
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