Bitcoin Fundamentals Report #206 This week, bitcoin ETF news, futures spreads, price analysis with headwinds and tailwinds, mining sector news, and macro update on Europe, China, and US.
The Geopolitics of Power - E249 History of power, the geopolitics of Athens and Sparta, Britain vs France, why some areas have different cultures and economics versus other places, and finally, where is it all going
Bitcoin Fundamentals Report #205 The bitcoin news cycle was slow, but I comment on the Ethereum saga, price and mining.
Reflexivity and the Merge - E248 This episode is a read through and reaction to Arthur Hayes' recent post about Ethereum's merge from a reflexivity perspective.
When Money is Credit, All Problems Look Like Elasticity - E247 Reaction to Jeff Snider on Mark Moss, where he speaks about the Eurodollar and Elasticity problem with Bitcoin.