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Top 25 Bitcoin Articles on Substack

Latest Bitcoin Articles


Japan’s Metaplanet Sees Massive Stock Gains After Bitcoin Bet

Metaplanet is seeing historic stock gains after adopting Bitcoin as a reserve asset earlier this May. Japan’s profound debt-to-GDP crisis has inspired economic moves with wild potential.
Metaplanet, a Japanese investment advisor, is being hailed as the “Asian MicroStrategy” after its audacious Bitcoin investment strategy has massively paid off. The name Metaplanet rocketed into global attention from relative obscurity in late May, as it
Bitcoin Magazine Pro and Landon Manning ∙ 22 LIKES

Markets Looking for Direction..

Bitcoin Breakout Near?
KR Opinion Over the past several weeks, I've been discussing the potential resurgence of inflation over the next six months. As we conclude this week, we'll see the release of the PCE, which is expected to increase by 0.2% and 0.3% compared to last month's report.
The Kendall Report ∙ 10 LIKES
Marc Forman
Been out sick a few weeks. Doesn't look like I missed much. Holding positios for now.

The Argument Against Michael Saylor: Anton Wahlman

Anton's take is slightly different than Saylor's: "Bitcoin is just a bunch of numbers in a computer, fundamentally worth next to nothing."
Today, with his permission, I’m happy to offer up the latest thoughts from my friend Anton Wahlman, whose takes I don’t always agree with — but are always worth considering. Anton is a brilliant analyst and has, many times in the past, help me see “blind spots” in analysis I’ve performed, whether it be of politics, macro or individual companies.
Quoth the Raven ∙ 58 LIKES
Steve S
Appreciate the alternative view of bitcoin provided by Anton. He is correct that "bitcoin is just a bunch of numbers in a computer." He doesn't find value in it. But that is the way computers work, through code and numbers, and they have changed our society in the past 44 years. Gold bugs seem to only find value in something they can see, hold, and touch, even though most folk don't hold physical gold but hold it in electronic form. Just a bunch of numbers in a computer.
Gulagbro
Tell me you've not spent any time studying Bitcoin without telling me. Sounds like a boomer with no technical/IT/coding experience at all. I can't blame people for not reading code or being technical, but this level of ignorance combined with certainty is tiring.
Reminds me of Paul Krugman poo-pooing the internet back in the day.

Early Bull Market

New Chart: MVRV
Dear Bitcoiners, What a week, with ETH ETFs getting approval. The SEC surprisingly approved multiple Ethereum ETFs, a move that no one was expecting. This approval seems to be less about fundamental value and more about political strategy, with the US election around the corner. Many young people are into crypto, and this decision appears to be targeting…
Root ∙ 33 LIKES
Vincent Colombé
Indeed very useful indicator, thank you!
Cryptofada
The unexpected approval of multiple Ethereum ETFs by the SEC has certainly shaken the BTC market this week. This move, seemingly influenced by upcoming political strategies rather than fundamental valuations, highlights the growing importance and influence of crypto in the current economic landscape.

Bitcoin is getting stronger (within crypto)

Also the scale of MicroStrategy holdings and the Federal Reserve trying its best
Welcome to the Friday edition of the Ecoinometrics newsletter. Every week we bring you the three best charts on the topics of macroeconomics, Bitcoin and digital assets. Today we'll cover: Bitcoin is getting stronger within crypto. The scale of MicroStrategy Bitcoin holdings.
Ecoinometrics ∙ 10 LIKES

Argentina's "Miracle Turnaround"

In case you’re thinking about moving to Argentina, just 6 months into office Javier Milei is getting it done, turning around one of the world's longest-running socialist basketcases. He's slashed inflation by four-fifths, the peso is finally stabilizing, and he's tamed a monster 5% budget deficit -- equivalent to nearly $2 trillion in US terms -- into wh…
Peter St Onge ∙ 209 LIKES
Matt McDonagh
Peter do you think this miracle is portable?
Roughly the same % of our population works for the Government...
I'd wager we have a larger Corpo-Gov state where folks are employed by Corporations ostensibly but the economic energy that PAYS for those folks is sapped up by the Gov and transferred to the Corporate arm via a number of dimensions -- subsidies, GSA contracts, etc...
Andy Fately
this is the most positive economic story since Reaganomics

May 10

"Egg horror" and other bizarre viral recipe videos

Plus: Miami scams! Bitcoin freaks!
Greetings from Read Max HQ! In today’s edition: What the fuck is up with this weird fucking recipe video? And what can it tell us about the effect of A.I. on social media? Miami watch: Zoomer con-man package-return scam edition Celebrating the insane Bitcoin guy who spoke at OSU commencement and made everyone there sing 4 Non Blondes
Max Read ∙ 38 LIKES
Aryeh Cohen-Wade
There's only one way for Max to solve the egg horror mystery—he must come to Brazil!
nemo
Hey guys, I've got a lot of requests for my famous purple stuffed worm in flapjaw space - all you need is a tuning fork to do a raw blink on Hari-Kari rock

Brief Bitcoin Update + Explosive Meme Play

And Why the Overall Market Looks Ready to Leg Up
Next week will cover my complete scale-out/reaccumulation strategy for my entire portfolio heading into what I still expect will be the first of “2 tops”. This week I will be issuing a brief update on Bitcoin and the overall crypto market, as well as elaborating on the high risk/high reward microcap meme play I posted earlier.
TechDev ∙ 25 LIKES
Neo
Dear Techdev, could you please suggest an entry for FOFAR? Missed the entry earlier at lower market cap. Thank you for all your work - long time subscriber :)
JEDEX
Ser @TECHDEV
What a great meme coin call!

Bitcoin's Back On The Move

Bitcoin has rallied back above $71k, showing significant strength, and providing numerous signals that positive momentum has returned. The market is a stones throw away from price discovery.
Slowly at first, and then all at once. Bitcoin is back on the move, with the bulls pushing prices back above $71k. In many ways, this feels like they are taking another attempt to properly enter price discovery. Only seven days in all history have a closing price above this, so we are really breathing thin air up here. As I will cover later on, very few …
James Check (Checkmatey) ∙ 23 LIKES
Tim
James, your realistic analysis is the perfect balance between the omega candle moon guys promising an imminent supply shock, and the anti coiners who think the entire market is propped up by fake Tether printing, and any retail are just exit liquidity.
Thanks for keeping us all grounded, yet optimistic.
LatinKitty
Great work James! Quick questions, are you interested in providing/analyzing Ethereum on-chain data? If not, why not?

Cycle Top Exploration

Bitcoin Data Newsletter | Friday Video Update
Hello Everyone! In today’s video, I’ll be going over my post on X about the Cycle Top Fibonacci Extensions. I’ll be talking more about cycle top price targets using the log regression and magic bands as well. Enjoy!Join the Bitcoin Data Newsletter free or paid to start learning how to profit long-term from someone who’s done it. I appreciate each and every…
CryptoCon ∙ 39 LIKES
Meta Charsiu
Your charts are seriously amazing.. thank you for sharing your hard work and thoughts!
Isabel
Great video and analysis - thank you! :)

The Ether ETFs Are Causing Controversy

To investors, The SEC approved important rule changes for various traditional exchanges yesterday which will allow them to list spot Ether ETFs in the near future. This is another step towards Wall Street allocating to the second largest crypto asset in the world.
Anthony Pompliano ∙ 34 LIKES
John Hunsaker
A lot of BTC maxis are butthurt and in need of some tampons for their manginas as ETH's ETF got the green light. You got to laugh at the tribalism of those haters.
Ryan Walsh 🟢
I don't understand what the "respect the queue" side of the argument is asking for.
Is it saying that applicant 2 should not be approved and listed until X days after applicant 1 if X is the amount of days between the times they applied?


It's Actually Amazing How Stupid The Propaganda Is Getting

Notes From The Edge Of The Narrative Matrix Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 442 LIKES
JennyStokes
Propaganda is going to get worse. Just read a report of a video wherein IDF (women soldiers) pretend they are being trashed and beaten by Hamas.
Now considering the above, we on here, would probably check it out and form an opinion. Plenty of others will take it as face value.
AND it's going to get much worse.
Israel is angry because it's losing the 'war' so here we go..........
NO lies any more or you will be prosecuted. Journalist in the MSM are complicit in genocide.
Vin LoPresti
I was heartened that Trump was booed by Libertarians, enough of whom apparently realized that either cheek of the duopoly's arse was just a mostly meaningless variation on Fascist authoritarianism, hyper-financialized economic inequality, censorship, imperialism, endless war and genocide. Perhaps they were saying, we might support bullishness, but definitely not bullshit.

Nvidia Earnings Smash (again) & Spot Ethereum ETFs Are Coming: TBL Weekly #95

Breaking down the US stock market, credit spreads, rates, the yield curve, and the surprising first step toward trading of spot Ethereum ETFs.
Welcome to TBL Weekly #95—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive in.
Joe Consorti and Nik Bhatia ∙ 16 LIKES
Thibault
Hi Nick,
Something I'm struggling to understand is that Michael Howeel and others economists agrees that cutting rates brings more lliquidity to the market and then is bullish for risk asset.
On the other hand, I think that higher interest rates and bond yields means the government deficit spending will continue to grow, increasing liquidity in the economy. This is especially true given the heavy issuance of short-duration treasuries as of late; meaning that re-financing at the higher rates is going to come sooner than if issuance was primarily.
Your toughts? Thank you, Thibault (paid subscriber)

EP111: My Favorite 10 Books for Software Developers

This week’s system design refresher: 10 Coding Principles Explained in 5 Minutes (Youtube video) My Favorite 10 Books for Software Developers 25 Papers That Completely Transformed the Computer World Change Data Capture: Key to Leverage Real-time Data
ByteByteGo ∙ 283 LIKES
Yosra
Studied the Designing Data-Intensive Applications book when I was in uni and I learned A LOT from it. 100/10 would recommend
Lalo Mouta
Design Patterns. It was the book that changed how I develop software. It was amazing to understand all the reasoning a developer should consider when write code.

China Dumps Treasuries, But Stablecoins Could Save The Day?

Today’s letter is brought to you by Consensus 2024! Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest and longest-running event dedicated to all sides of crypto, blockchain and Web3.
Anthony Pompliano ∙ 39 LIKES
Cryptoparadise consulting
The only real stable coin is Bitcoin. And it should be the only thing backing the other "stablecoins"
Prince Nicolas
Please what's your discord link?



Media: Gen Z is Doomed

Years after the fact, the mainstrema media is discovering that Gen Z is doomed. As CNN puts it Gen Z is "earning less, has more debt, and higher delinquency rates than Millennials did at their age. In short, the pandemic did a number on Gen Z, followed by a wallop from Bidenflation, lagging wages, and now a looming recession.
Peter St Onge ∙ 82 LIKES
MoodyP
None of this is by accident. The money line from your missive:
“We're raising a generation of wards of the state, sustained not by productive work but by debt and handouts”.
Exactly as the cabal has intended, and planned for, beginning decades, if not centuries ago.
Ron Wobbegong
The tiny minority of activated Gen Z males who have spent their time cultivating physical, intellectual, and financial independence are already poised for great success amid all the developing turbulence.
Let Chaos reign. The Strong will inherit the land.

💡Is Social Security Doomed?

Issue 117
✌️ Welcome to the latest issue of The Informationist, the newsletter that makes you smarter in just a few minutes each week. 🙌 The Informationist takes one current event or complicated concept and simplifies it for you in bullet points and easy to understand text.
James Lavish, CFA ∙ 40 LIKES
Natalia Stavisky
Great read, thank you James! Question here that always puzzled me - the limit at which the contributions stop. In 2024 it is $168,600. One would think that inreasing this limit, or eliminating it alltogether could help with the deficit and make it more fair with wealthy earners contributing at the same rate as the lower paid earners. I don't see even Democtrats suggesting this seemingly very obvious measure. Is this some sort of "taboo"?
Adam Car
As far as I know, nowadays only Qataris and Norwegians can stay calm in that matter. Here in Poland we have similar worries....

Crypto Just Won Support From The Politicians

Today’s letter is brought to you by Meanwhile! Meanwhile is the world’s first licensed and regulated life insurance company built for the Bitcoin economy. Protect your loved ones with sound money built to manage life’s uncertainty and a broken financial system. Their BTC-denominated Whole Life Insurance policies allow HODLers to pass more BTC on to their…
Anthony Pompliano ∙ 47 LIKES
John Strom
Pomp, Another great letter re progress being made vis a vis Bitcoin and Ether! That’s positive news! Of equal importance is the defeat of CBDCs and any iterations through the Big Banks. Any form of CBDCs linked to Digital ID needs to be defeated. If they win and can control our expenditures it is slavery of the people. Thanks again for a great update!
John
Elizabeth
Certainly Trump put pressure on, but so did RFK Jr. - emphatically - from the start - pro-crypto! Yay, good news all-around. Thank you to you and all who have been chipping away to change perceptions.


JP Morgan & Rothschild Now Own Bitcoin ETFs... You Read That Correctly: TBL Weekly #93

No need to pinch yourself, this is real.
Welcome to TBL Weekly #93—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive in.
Joe Consorti and Nik Bhatia ∙ 24 LIKES
Sal Norge
Finally we have analysts who are not jumping on the stagflation train!
Luka
I'd kindly ask if you could please explain a certain part of the Michael Howell interview from the other day.
When he and you talk of commercial banks (credit providers) increasing liquidity in the system by having their balance sheet expand by absorbing T-bills...I'm not quite clear where on their balance sheet do they go. Asset side? Don't they have to swap reserves for them, which keeps the asset side the same.
He talks of expanding the balance sheet when the banks liability side also expands by rising deposits (checks issued by the government to the depositors), but that isn't the case now like it was in 2020. Or is it, because of the government deficit?
Or is the funding for banks purchases of T-bills coming from repo markets, as Nik implied? If that's so, I still don't understand why does that expand the balance sheet of the banks? Isn't it just a swap?

The Problem Isn't Civil Disobedience, It's Civil Obedience

Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 508 LIKES
Andrew Thomas
Beautifully written as usual, Caitlin. Welcome back. We missed you. Hope the move went well.
Franklin O'Kanu
It’s not civil disobedience… it’s CIVIL OBEDIENCE! Wow, that is amazing!
We need to stop obeying tyrants because if we obey and support them, WE are guilty as well: https://unorthodoxy.substack.com/p/how-to-defeat-the-bad-guys-part-one

The ETH ETF Trade Idea

Breaking down the best ETH beta, and how you can play the trade
PS. I started writing this article on 24th May, when ETH was $3632.22, and ONDO was $1.08. It took me a couple of days to write it, and certain assets have been repriced. The trade thus has a less favourable r/r, but the upside is still there to be captured, IMO.
0xkyle ∙ 17 LIKES
Simply Finance
ETH looks good for continued moves higher into the end of the year
Jeff c.
Hi Kyle, Do you think slow up and to the right grind price action for eth long term, I guess they call it super cycle or still in tenuous spot due to L1 competition..? Eth at 20-30k achievable for this cycle
? J