Money continues to magically appear and it’s all going to work out fine, right? Right?
The Bitcoin halving is less than a month away. While important, it shouldn’t be taken out of context – the halving won’t in itself ‘pump your bags’. Nonetheless, crypto looks increasingly placed to pick up the pieces of a crumbling hyper-inflated fiat system and thankfully so. Patience, tenacity, and research are required to benefit from this possible transition. Above all – it’s not going to be linear, easy or free from failure. Choose wisely and stay the course.
Picks of the Week
This wide-ranging discussion of current market conditions and how this sets the stage for Bitcoin. Hodling Bitcoin is more difficult than it seems. Junk bonds – an elegantly simple explanation.
Is a ban on stable coins really imminent? (highly recommended):
https://twitter.com/BTC_JackSparrow/status/1250107057665183744
A perma bull’s perspective (recommended):
https://twitter.com/pierre_rochard/status/1247165665489965056
Perhaps central bank know the end game but simply have no choice (recommended):
https://twitter.com/100trillionUSD/status/1248267851334594561
A thread highlighting the benefit of becoming your own bank (highly recommended):
https://twitter.com/AlexSaundersAU/status/1248542885357576193
Nic Carter shares a few market thoughts:
https://twitter.com/nic__carter/status/1248747375998484485
A thread discussing the current state of play in the broader markets (recommended):
https://twitter.com/fdestin/status/1249306122336505856
Keep your eye on the ball (the trillions of dollars being printed):
https://twitter.com/AlexSaundersAU/status/1249833079394328576
Our surreal life (highly recommended):
https://twitter.com/realsarahpolley/status/1248619302011297792
Articles
Unpacking central bank policy during the 2008 financial crisis (recommended):
https://www.danheld.com/blog/2019/1/6/planting-bitcoin-seasonnbsp24
A brief survey of how crypto exchanges view the upcoming halving:
https://www.theblockcrypto.com/post/61133/what-crypto-exchanges-are-saying-about-the-upcoming-bitcoin-block-reward-halving
A bullish perspective on the looming halving (recommended):
https://medium.com/in-bitcoin-we-trust/bitcoin-halving-is-coming-in-30-days-and-its-going-to-be-huge-e74681dc690b
What is the stock to flow model exactly? (recommended):
https://www.binance.vision/economics/bitcoin-and-the-stock-to-flow-model
Original article outlining a possible ban on stablecoins:
https://cryptobriefing.com/central-banks-recommended-ban-stablecoins/
Straightforward explanation of a liquidity crisis:
https://nuggetsnews.com.au/resources/basic-knowledge/what-is-a-liquidity-crisis/
Recovery is a long long way off:
https://edition.cnn.com/2020/04/14/business/imf-world-economic-outlook/index.html
An analysis of the recently announced OPEC deal (non-crypto specific):
http://www.energyintel.com/pages/eig_article.aspx?DocID=1069411
Podcasts
Crisis brings opportunity (recommended):
Hodling Bitcoin is easy, right? (recommended):
YouTube
Musings worth pursuing – ignore the service shill at the end (thoughts highly recommended – service – not so much):
Musings of a Bitcoin/Ethereum investor (recommended):
Bitcoin is too volatile?:
Selecting a DEX:
Examining whether the Fed can reinflate the everything bubble(recommended):
Junk bonds -what are they (simple but effective explanation):
Infographics
Addresses holding more than 1k in Bitcoin still looking healthy:
https://studio.glassnode.com/metrics
Hmmm…
https://twitter.com/Schuldensuehner/status/1248497867255246850/photo/1
This is fine…
https://twitter.com/marcfriedrich7/status/1250537888992944128/photo/1
Website / Utility
Listed before but worth noting again – incredible charting resource for Bitcoin:
https://studio.glassnode.com/dashboards/btc-core-on-chain
Hope you found a few more reasons to spend even more time down the crypto rabbit hole. As always, looking forward to your comments and suggestions.
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.
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