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Bitcoin - $BTC
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CleanSpark chief business officer on AI: "We have approximately 2% market penetration"
7 takeaways: why cost basis decides which Bitcoin miners survive, how a $45M mine beats an $8B AI data center, and why noise complaints are the…
3 hrs ago
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Bitwise research head: Bitcoin is holding up through the Binance hack and a tech selloff
6 takeaways: Why the midterms matter less for crypto than feared, why advisor rooms are full while ETF flows stall, and how moving coins into an ETF got…
13 hrs ago
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Rival states will try to front-run the US on Bitcoin, says Alloc Init co-founder
5 takeaways: Why governments buying Bitcoin will need privacy, how Shielded Bitcoin hides transactions without a fork, and why no one wants to be the…
Nov 3
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Tokenized stocks did $100M in a day, 8 weeks after launch, says Coinbase's Base creator
10 calls: Why crypto's real market is financial services, how JPMorgan and Citi now settle on Base, why AI doubled Coinbase's shipping pace, and why…
Nov 2
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"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
Nov 1
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"Two and a half years ago we were lending at 16%": Arch co-founder on Bitcoin loans
12 lessons: why Arch never relends client Bitcoin, how a client can check their collateral on a block explorer, and why Schwab adding spot Bitcoin…
Nov 1
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The Wolf Of All Streets: Mike says gold and Bitcoin are both "done," the panel splits
8 takeaways: why credit spreads are flashing before stocks are, the Blackstone REIT trading below its own cash, and the volatility-selling flow one…
Oct 27
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ARK Invest's Chief Futurist: Bitcoin is insurance, not a growth bet
5 arguments: why Bitcoin's real competitor is gold, why AI is pulling "all available capital," and why a bank hack is scarier than an exchange hack
Oct 26
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$1,000 trillion: Bitcoin's base case as real estate's monetary role migrates
5 arguments: Bitcoin inherits real estate's monetary premium, a 1971 turning point, better collateral math, and a sell-accumulate-refinance playbook
Oct 26
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Quantum won't send Bitcoin to zero because it is a hardware problem — VisserLabs investor
9 calls: a hedge-fund unwind he says is bigger than July's, a market low inside two weeks, AI agents that outnumber staff, and why Eli Lilly is his…
Oct 25
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"AIs aren't going to want to barter": Onramp CEO on Bitcoin and AI agents
7 calls: how an OpenAI model spent "abandoned" testnet ether, why Schwab, JPMorgan and Deutsche Bank's crypto moves now look defensive, and the Bitcoin…
Oct 21
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1
Saylor's bull call, Kalshi's longshot boom, Clarity's silver lining — Bloomberg Crypto
10 calls: why Michael Saylor wanted the Clarity Act to stall, how 65% of Kalshi volume ended up in longshot bets, and the Supreme Court fight over…
Oct 14
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