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:
https://twitter.com/n3ocortex/status/1259584098932318208
BTC charts support a bullish outlook:
https://twitter.com/RaoulGMI/status/1258567633168932874
Highlighting the differences between BTC and ‘digital currency’:
https://twitter.com/AlexSaundersAU/status/1259806334658023430
So what’s that $1200 stimulus check worth now?:
https://twitter.com/BitcoinStimulus
Exploring the commonalities of early iterations of Visa and BTC:
https://twitter.com/litocoen/status/1259644683610804224
Retail FOMO? - not yet:
https://twitter.com/lawmaster/status/1258715293708419072
Brendan Blumer on EOS and BlockOne:
https://twitter.com/BrendanBlumer/status/1259287214128640000
Oracles a slide presentation (recommended):
https://twitter.com/SergeyNazarov/status/1258905882538110976
A thread on markets:
https://twitter.com/SahilBloom/status/1259141067938557952
Why China matters - a thread (recommended):
https://twitter.com/mattysino/status/1260019705206599680
So, US debt just crossed $25T:
https://twitter.com/ssaurel/status/1260617561667973122
Articles
BTC as peaceful protest (recommended):
https://medium.com/in-bitcoin-we-trust/bitcoin-as-protest-866a368f55b9
An argument for embracing BTC:
https://medium.com/in-bitcoin-we-trust/bitcoin-is-your-red-pill-and-u-s-dollar-your-blue-pill-e66842980ca3
Is BTC undervalued relative to gold?:
https://bitnewsbot.com/bloomberg-bitcoin-is-undervalued-in-relation-to-gold/
Learn from Chad’s BTC missteps:
https://chadsbitcoin.com/mistakes-ive-made-with-bitcoin/#
https://medium.com/in-bitcoin-we-trust/bitcoin-is-the-fastest-horse-in-the-profits-race-e66a7aa180ff
Crypto lending a disaster in the making?:
https://medium.com/swlh/the-crypto-lending-industry-a-ticking-time-bomb-rather-than-a-shortcut-to-mainstream-adoption-ec1fafec525a
Mining pools explained:
https://www.binance.vision/blockchain/mining-pools-explained
FED is expected to go negative and soon:
https://www.zerohedge.com/markets/it-begins-first-time-ever-market-prices-negative-rates-starting-january-2021
Podcasts
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:
YouTube
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):
Infographics
Are we there yet?
https://youtu.be/AT6yzNQlCaQ?t=639
If only there was a discernable trend:
https://twitter.com/danheld/status/1260555555195817986/photo/1
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.
