A summary and analysis of last night's bearish warning.
The juxtaposition of bitcoin against dollars is incomplete. I expand on more appropriate framings.
The numerical commodity has become a collateral powerhouse.
Lightning Network, enabling instantly settling bitcoin transactions, is the secret ingredient.
Every chart tells a story.
Mega post today on Eurodollar jitters, dollar system doubts, Russia and gold, layered money narratives, and so much more.
Multigenerational wealth storage alters bitcoin's risk profile.
Bitcoin is mellowing post adolescence.
An element of nature. Bitcoin, the base unit. Russia recognizes bitcoin as currency.
Bitcoin showing why it's not a tech stock. Fed to hike in May and June.
They will allow bitcoin to subvert the dollar in monetary hierarchy.
The economic slowdown is here, and peaking inflation should correspond with peaking Treasury yields.