How MicroStrategy Is NOT “Basically Risk-Free”
It’s wild to me that highly intelligent people still don’t understand the risk of Saylor’s strategy. They get too bogged down into specifics of debt deals, “
The Coming Paper Bitcoin Crisis
Over the past few years, Bitcoin has transitioned from digital cash for individuals to digital gold for custodians. So far, this hasn’t affected its price from continuing to
The Bitcoin Investment Thesis
What’s the Bitcoin investment thesis? What should you buy, and why (under which assumptions)? If you haven’t read my “stop hoarding gas tokens” article, go
Bitcoin’s Coalition Is Rapidly Dissolving
Since the beginning of the cryptocurrency and blockchain revolution, there has been one big, unwritten rule: Bitcoin comes first. And that might be ending soon. For years, the enti
The Resolution of the El Salvador Experiment
El Salvador’s experiment with Bitcoin as legal tender is effectively over. In a deal negotiated with the IMF to secure a $1.4 billion loan, the government of El Salvador has