A wild week and no real reason to believe that markets are due to pick up anytime soon. Bitcoin has retraced somewhat sharply but not to the same extent as global equities. As a slew of negative economic indicators roll out in the coming months – a strong bearish tinge is likely to predominate. Zooming out – Bitcoin is designed with just such circumstances in mind. A more nuanced explanation of my thoughts on the current market turmoil and its consequences for BTC can be found here.
This tremendously in-depth reply to Ray Dalio’s position (or lack thereof) on Bitcoin. Also this assessment of current market turmoil and this discussion of BTC’s outlook in the current economic conditions.
Sometimes you gotta laugh:
Bitcoin compares well to central bankers:
Debunking ‘Satoshi’s Vision’:
Follow the blocks (highly recommended):
On stablecoins (recommended):
EOS just made some tangible progress (recommended):
Setting the scene for future crypto growth/adoption (highly recommended):
An in-depth and thought-provoking open Letter to Ray Dalio re: Bitcoin (highly recommended):
Famous quotes on revolution that outline why Bitcoin will succeed:
Pricing Bitcoin (recommended):
A skeptics take on DeFi (recommended):
Discussing Microsoft’s decentralized identity initiative – ION:
Sectors leveraging DeFi in 2020:
Gell-Mann Amnesia – an all too common occurrence (recommended):
Digesting current global market turmoil and its likely ramifications for Bitcoin (highly recommended):
The Lightning Network explained at length:
Careful what you wish for (highly recommended – recorded before current market decline):
Alessio Rastani’s take on the current market selloff (recommended):
An optimistic take on the outlook for Ethereum:
An excellent round-up of the scope and state of play of Ethereum 2.0 (highly recommended):
Bitcoin is a long-term short on the world economy (recommended):
Again recorded before the current market – why central banks can’t deflate the bubble they have created (recommended):
On the money – before markets caught up (highly recommended):
Useful breakdown of the different ways a Bitcoin transaction might be categorized as ‘tainted’:
You know this you too:
An excellent way of visualizing returns and losses over time with BTC:
The sky isn’t falling but it’s worth being mentally prepared for a sharp and persistent correction in global markets over the coming quarters. Plenty of time to delve ever deeper into the crypto rabbit hole.
Note on Sources:
Twitter & Reddit (cryptos current meta-brains) / Medium / Trybe / Hackernoon / Whaleshares / TIMM and so on/ YouTube / various podcasts and whatever else I stumble upon. The aim is a useful weekly aggregator of ideas rather than news. Though I try to keep the sources current – I’ll reference these articles and podcasts etc. as I encounter them – they may have been published just a couple of days ago or in some cases quite a bit earlier.