"In this article, I cover the Cypherpunks or the “Soil” in which he planted the Bitcoin seed giving it the best chance for survival."
Links to the best articles, videos and podcasts about Bitcoin.
"Satoshi’s design of Bitcoin’s genetic code made it the best species of money ever created, he waited for exactly the right moment to plant the seed, and had planted it in the most fertile soil. Now it was time to nurture Bitcoin’s development."
"Bitcoin’s origin is akin to planting a tree. It wasn’t just Satoshi’s selection of the species (code), but the season (timing), soil (distribution), and gardening (community) that were essential to its success. It had to grow to be strong, mighty, and huge. It had to survive droughts, storms, and predators. Its deep roots had to support the weight of becoming a new world reserve currency."
"In this article, I will dive into the moment in which Satoshi precisely chose to plant the Bitcoin seed."
"we ask: what is the larger socio-economic impact of systems like Bitcoin, and who benefits?"
"What is a Keynesian Beauty Contest? When does it stabilize and when does it not? And how does it play a role in and out of crypto."
"Today, I want to write up a few thoughts on what bothers me in crypto at the moment and why the siren songs that are painting regulation in a negative light are wrong — you are hurting yourself as a small investor by listening to them."
"NVT Ratio (Network Value to Transactions Ratio) is similar to the PE Ratio used in equity markets."
"One of the main narratives around Bitcoin is the Digital Gold or Store of Value (“SOV”) use case. Naturally compared to Gold, which has historically proven to be the best store of value. With institutions starting to move in (Yale, Fidelity etc), another narrative emerges around Bitcoin as an institutional investment asset. These two narratives often go together, but it makes sense to explore them separately."
"Bitcoin was supposed to be the enemy of governments. It was supposed to destroy the state’s monopoly on monetary policy, it was supposed to be a battering ram against the banks and financial surveillance. Indeed, Bitcoin was supposed to erect nothing less than an uncensorable shadow financial system. So why have governments ushered Bitcoin through the front door?"
"In early-2013, when I learned about Bitcoin, I dropped everything else I was doing and focused on building on, advocating for, and acquiring Bitcoin. This still continues to be the case today, but my stance on “Bitcoin maximalism” has changed in light of lessons I’ve learned along the way."
"New data shows that bitcoin’s largest holders are a diverse group that may be stabilizing, rather than destabilizing, the market."
"A few months ago Vijay Boyapati asked me to "steel-man" the bubble theory of money. The bubble theory of money, which can originally be found in a few old Moldbug posts, has been used by Vijay and others to explain the emergence of bitcoin and make predictions about its future."
"Whether it’s a lock of Elvis Presley’s hair, used items on Ebay, or bitcoin seized by the government from criminals, auctions commonly happen when the seller isn’t sure of what the value of the item is or when ownership changes from public to private entities. This can include natural resources, seized goods, rare items, land, government contract procurement, etc."
"I’ll dive into the timeline surrounding Bitcoin’s launch, and provide a thorough debunking of unfair early distribution claims."