The halving has finally occurred – interestingly neither hashrate nor price has taken a hit. The fundamentals, of course, have never been better. The long view is bright but whether the current bullish price trend continues is anyone’s guess.
As per usual, crypto remains fast-paced and fascinatingly rich in terms of competing narratives – BTC vs gold, Eth v BTC, and stablecoins vs fiat etc.
Picks of the Week
Hard to look past ‘The Breakdown’ which for months now has been producing on-point content focused on the crypto world and beyond. Two recent highlights are this discussion of the co-option of the FED and an in-depth explanation of Paul Tudor Jone’s qualified endorsement of BTC. Continuing the podcast theme, this one hour BTC explainer is an excellent evangelical resource.
BTC fundamentals look positive – a thread:
BTC charts support a bullish outlook:
Highlighting the differences between BTC and ‘digital currency’:
So what’s that $1200 stimulus check worth now?:
Exploring the commonalities of early iterations of Visa and BTC:
Retail FOMO? – not yet:
Brendan Blumer on EOS and BlockOne:
Oracles a slide presentation (recommended):
A thread on markets:
Why China matters – a thread (recommended):
So, US debt just crossed $25T:
BTC as peaceful protest (recommended):
An argument for embracing BTC:
Is BTC undervalued relative to gold?:
Learn from Chad’s BTC missteps:
Crypto lending a disaster in the making?:
Mining pools explained:
FED is expected to go negative and soon:
From comprised to complicit – the co-opting of the FED (highly recommended):
Looking beyond the Paul Tudor headline (highly recommended):
An excellent 1hr intro to Bitcoin (highly recommended for those new to crypto):
Discussing current broad market conditions:
Notable investors continue to move into BTC:
Is that a large futures gap I see before me? (Yes, it is.):
Swap lines, commodities and more(recommended):
Stimulus packages a brief overview (highly recommended):
Are we there yet?
If only there was a discernable trend:
Website / Utility
1971 changed a lot of things -checkout this website to see how (highly recommended):
As we can clearly see, crypto hasn’t lost its mojo – exciting times ahead. 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.