📊 Market Snapshot

📊 Market Snapshot

The Crypto Raien, on the radar. Two signals worth your time today.

The Crypto Raien, on the radar. Two signals worth your time today.

This week, agentic AI attacks are threatening the very internet as we know it, with major vulnerabilities discovered in fundamental infrastructure like PHP.

Last week, I came across a video of a priest conducting a religious service when a large cross suddenly fell and killed him. It was shocking, tragic, and almost impossible to believe.

I’ve been thinking quite a bit lately about what artificial intelligence is doing to the workplace.

A technology can be revolutionary, its adoption can exceed everyone’s expectations, and the people financing it can still lose a fortune.

The Crypto Raien, on the radar. Two signals worth your time today.

The Right to Say No

📊 Market Snapshot

On October 31, 2008, someone calling himself Satoshi Nakamoto sent a message to a cryptography mailing list: “I’ve been working on a new electronic cash system that’s fully peer-to-peer, with no trusted third party.” Attached was the paper that introduced Bitcoin to the world. The network itself would not begin operating until January 3, 2009, but Octob…

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Interesting Stuff

Welcome to the 43rd Edition of The Bitcoin Newsletter

It’s been a big week for Bitcoin sentiment… and I’m not just talking about all the signs of a disbelief rally that keep popping off.

Bitcoin has rallied over 50% from its bear market lows, then stalled while Global M2 continues reaching new highs. Over the past year, Bitcoin has still substantially underperformed global liquidity. So is that gap about to close?

For most of my career, the relationship between work and compensation was relatively straightforward. You developed expertise, accumulated experience, worked hard, and hopefully became more valuable over time. Certain skills commanded a premium because they were difficult to acquire and relatively scarce. Organizations hired specialists because nobody c…

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Election Day is not merely about which party wins office. It is about what kind of country we intend to preserve and what principles we are willing to hand to the next generation. America began with an extraordinary proposition: our rights do not originate with government. The Declaration says human beings are endowed by their Creator with unalienable r…

AI infrastructure created a new class of cloud providers that sell specialized computing capacity rather than general-purpose IT services. Some of the fastest-growing players have roots in mining. As AI inference becomes more distributed, could neoclouds offer Bitcoin miners another way to monetize their existing infrastructure?

From Strategy to Bitcoin-native businesses, a new corporate financial landscape is emerging. Understanding how companies acquire Bitcoin, finance their growth, and generate cash flow may be the key to identifying the long-term winners.

With a 1,250% risk weighting potentially in play, the implications for institutional adoption, bank balance sheets, and Bitcoin treasury companies could be enormous.