July 2024

Aug
19
What is gold trying to tell us?

What is gold trying to tell us?

Gold quietly made a new all-time-high last week, usually gold surges when markets are fearful uncertain. Could it be Kamala's economic policy proposals spooking the market?
10 min read
Jul
29
Is This Thing On?

Is This Thing On?

Trump's speech at the BTC convention may have disappointed some —partly thanks to RFK's earlier speech. It was not "I have a dream" but it does activate a long-awaited chapter of Bitcoin's Game Theory.
14 min read
Jul
22
A US strategic BTC reserve

A US strategic BTC reserve

Today you're still early to Bitcoin. If a Strategic US BTC Reserve is announced —and this may happen— we will flip over to the "late to Bitcoin" much faster than expected.
10 min read
Jul
15

Thinking through the fog of war

No newsletter today
Jul
08
Shhh… the Fiat Emperor is naked.

Shhh… the Fiat Emperor is naked.

One of the ways Bitcoin can be understood is as a hedge against fiat going to shit. And guess what fiat is doing?
7 min read
Jul
01

He who panics first panics best

Whether you believe they've been lying all this time or are just waking up to reality, the result is the same: There'll be no warning lights until it's too late. Only you can save yourself.
7 min read