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Top 25 Bitcoin Articles on Substack

Latest Bitcoin Articles

QTR’s Fringe Finance
May 20

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 ∙ 54 LIKES
Steve S
•
3d
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.
J P
•
3d
Same old arguments. Nothing compelling. Allocate to one’s affinity. Abstraction of real assets has been happening for ages. It’s for an internet age and beyond. I’m almost 70, so there’s no youthful exuberance here.Saw a recent use case instead of Swift for a business to save time and money.
Read Max
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
•
May 10
There's only one way for Max to solve the egg horror mystery—he must come to Brazil!
nemo
•
May 10
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
TechDev Newsletter
May 7

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 ∙ 23 LIKES
JEDEX
•
5d
Ser @TECHDEV
What a great meme coin call!
SRF13
•
May 14
I'm a big believer in the liquidity cycle and have seen how it causes risk assets to rise. Currently, I'm a bit confused as to how the FED is going to cut rates with PPI and CPI coming in hot. We have a ballooning deficit and the interest on our debt is going be a big problem. We have an election coming up and the current administration will need to do something to stay in power, don't know how Yellen will manage this issue. If we don't get any cuts in 2024, will that change your thesis?
Ecoinometrics
May 17

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
Bitcoin Data Newsletter
May 18

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 ∙ 37 LIKES
Meta Charsiu
•
5d
Your charts are seriously amazing.. thank you for sharing your hard work and thoughts!
Isabel
•
5d
Great video and analysis - thank you! :)
ByteByteGo Newsletter
May 11

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 ∙ 273 LIKES
Yosra
•
May 11
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
•
May 11
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.
The Bitcoin Layer
May 11

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
•
May 13
Finally we have analysts who are not jumping on the stagflation train!
Luka
•
May 11
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?
Profstonge Weekly
May 16

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 ∙ 79 LIKES
MoodyP
•
7d
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
•
7d
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.
The Pomp Letter
May 21

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 ∙ 44 LIKES
John Strom
•
2d
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
•
2d
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.
The Digger
May 2

How the banks bought off bitcoin

Episode 1: What has actually happened?
There’s a pattern that follows the subversion of an idea, and it’s worth knowing it well. To destroy a promising movement, it is not necessary or desirable to use force. All that’s required is to cultivate the idea inside an institution you can influence, then you just need time. Trapped inside a paternal institute, that idea’s growth will mirror the pe…
Phil Harper ∙ 49 LIKES
Aidan
•
May 2
Roger Ver lost the blocksize war back in 2017 and as such is not a reliable narrator as to the state of Bitcoin today.
It’s true that Satoshi described Bitcoin as a peer to peer *payment* technology, but in actuality his expectations were simply too low. It’s a peer to peer *world reserve asset* first and foremost, and the payment system will come later. Hal Finney recognized and wrote about this well over a decade ago.
Expanding the layer one blocksize doesn’t work for the number of transactions that a global payment system needs to support. Doesn’t matter if it’s Bitcoin, Bitcoin Cash, BSV or any of the alternative shitcoin networks. And it’s important that anyone can run a node on commodity hardware like PCs or Macs. That can’t be done with larger blocks and would cede the network to corporations — avoiding that is paramount to keeping it a people-controlled asset (and currency in future).
Lightning is real un-fakable Bitcoin. Channels must be opened with a valid layer 1 transaction. It’s early days for layer 2 solutions to allow the network to scale into a low-fee payments network, so let’s give them time (and there is plenty of time).
Gabriel
•
May 2
Great post, really looking forward to the rest of the series.
People forget that every block in Bitcoin is an auction. This means that the smaller the space for transactions, the more expensive it has to be. I do think that there were some good arguments made by the "small block" team, but my position has been that the war over blocksize itself is what provided the opportunity for the community to be entirely subverted and the project ultimately sabotaged.
That said, I think it's important to avoid falling into the "true bitcoin has never been tried" trap.
For example, the arguments around scaling are irrelevant if people are using devices that don't have the resources to run the network, this is primarily a smartphone issue but applies broadly as well.
The Pomp Letter
May 20

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 ∙ 38 LIKES
Prince Nicolas
•
3d
Please what's your discord link?
Cryptoparadise consulting
•
2d
The only real stable coin is Bitcoin. And it should be the only thing backing the other "stablecoins"
Taylor’s Substack
May 20

Potential sleeper $BTC play setting up

Monday has started off with a parabolic move in miners and $BTC names alike with and participating as well I got these out early and they went well in the money by lunch timeTaylor’s Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Taylor ∙ 4 LIKES
The Bitcoin Layer
May 1

Bitcoin Below $60k as Miner Capitulation Risk Looms Heavy

The end of the world as we know it? No.
Joe Consorti ∙ 35 LIKES
Mukesh Bhatia
•
May 1
Nice analysis and interesting time for BTC...let's see if 50k holds..
Thomas Posey
•
May 1
Nic and Joe, in the podcast this morning you asked for ideas on things to read. I suggest you listen to this podcast interview of Luke Gromen: https://www.grant-williams.com/podcast/0028-luke-gromen/. Essentially, he argues that:
-- China has arranged with major oil producing countries to purchase oil in yuan. Nobody wants to hold yuan, but these countries get rid of the yuan by buying products from China. Then, to the extent they have yuan left over, China settles the difference in physical gold. 20% of oil transactions in 2023 were in yuan. China has been buying gold to enable it to settle these transactions.
-- Demand for gold has also increased because countries around the world are buying it as an alternative to holding US Treasuries. This is because the US has weaponized the dollar against Russia; as you know, the US actually simply took billions of dollars in US banks that were Russia's. In addition, countries around the world see the US deficit continuing to balloon and they are concerned about the dollar continuing to lose value, and eventually about a dollar currency crisis.
-- In 2014, foreign central banks bought 55% of US Treasuries. Since then foreign banks, in aggregate, have bought no US Treasuries; indeed, the balance of Treasuries held by foreign central banks actually declined slightly over that period! As a result, since 2014 the Treasury had to find other buyers so the government changed regulations to require banks, money market funds, and pension funds to own Treasuries. Without these law changes, the demand for Treasuries would have cratered absent much higher interest rates to tempt purchasers. The US has now, as far as Luke Gromen can tell, run out of entities it can force to buy Treasuries.
-- Yet the US budget deficit continues apace at about 8% of GDP per year. Someone has to buy the Treasuries the Treasury issues to fund these government expenditures. The interest on the US' total debt now is so high that if the interest rate were to climb materially, the interest on the debt would exceed US tax receipts (which it almost does now). So the Fed can't let the interest rate climb substantially. This means that the Fed will buy any Treasuries needed to fund the government deficits.
-- The bottom line is that a US currency crisis started 10 years ago and is coming to a head within a few months to two or three years. In a currency crisis, we will have inflation of the dollar, climbing commodity prices, etc., and the dollar will tend to fall against other currencies, but especially against gold and bitcoin. Gromen is invested in gold and bitcoin and suggested that gold could be $2,500 by October and bitcoin $90,000. He wasn't making a prediction, he was just saying this would be consistent with his scenario, as an illustration.
I found Gromen's analysis really convincing. I bet you'll find it interesting too.
Caitlin’s Newsletter
May 21

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

Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 453 LIKES
Andrew Thomas
•
2d
Beautifully written as usual, Caitlin. Welcome back. We missed you. Hope the move went well.
Franklin O'Kanu
•
2d
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 Pomp Letter
May 1

Bitcoin Is Beaten Down By The Macro Environment

To investors, Bitcoin’s price has been falling in recent weeks. This may be surprising to market participants that expected the digital currency to rise aggressively after the halving, but those of you reading this letter daily probably had a different viewpoint.
Anthony Pompliano ∙ 72 LIKES
derek
•
May 1
I’m very happy about this healthy correction and keep buying bitcoin and solana daily. Like Buffet says buy quality merchandise when it is on sale!
RaShane
•
May 1
Need the 30% drops to get the 100% gains!! Since I don't own 1 BTC it gives me time to keep DCA even though may never get to 1 BTC lol
Tic Toc's OrderFlow Newsletter
May 20

To the Moon!

Daily Plan 5.21.24
Hello- This was another session where we delivered value for our subscribers. Whether that was a GME, ZIM, or a TTD. See below from my post from September when I became bullish on TTD at 60 bucks. T…
Tic Toc Trading ∙ 109 LIKES
You're The Voice | by Efrat Fenigson
May 19

UK Geoengineering FOI Request Leads To Multiple Projects, Massive Funding & Global Ties

Independent journalist Lewis Brackpool analyzed overwhelming amounts of information received recently, revealing UK government & other entities heavy involvement in geoengineering projects
Please watch the excellent video created by Lewis Brackpool, diving deeper into the hot topic of geoengineering, also known as climate engineering, modification or intervention, or as most people call it: “chemtrails”. 🚨✈️ Here's what Lewis found after submitting an FOI Request about Geoengineering in the UK
Efrat Fenigson and Lewis Brackpool ∙ 17 LIKES
Dariel Blackburn
•
4d
Thank you very much for sharing this very important video from Lewis Brackpool. I am grateful that you consider this discussion important enough to share with us. I will continue to look at your article. I do think that humanity is beginning to pay more attention to the chemtrails and weather modification information. As if the "young global leaders" have anything up their sleeves that they would like to contribute for the benefit of the human race...AS IF
Lizzy
•
2d
This has been going on for years but most people never look up or pay attention to what is going on around them.
I don’t live under a flight path so it sticks out like a sore thumb when the 2-3 planes appear from the same direction in the sky.
I can video in real time those planes flying up and down for hours turning a clear blue sky into cloudy and grey.
A few weeks ago I bumped into and old coworker who I hadn’t seen for years and was telling me all the places they’d worked abroad including Dubai.
Of course the flash floods that had just happened were brought up and the mention of cloud seeding causing their problems.
I said it was happening here as I watched regular as clockwork and could film and send it to them directly. They said they believed me as they’d no doubt it was going on where they wouldn’t have believed it was possible in the past but didn’t put anything past our governments now.
People are now paying attention so are seeing watching and listening to the claptrap and calling out the propaganda and shote for what it is.
Caitlin’s Newsletter
May 15

The US Empire Deliberately Stokes Hatred And Violence In The Middle East

Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 380 LIKES
Austin Jordan
•
May 15
It's why Israel's claim to be destroying Gaza to "defeat Hamas terrorists" is so blatantly absurd and false. They've radicalised tens of thousands of young people who will grow up and take up arms against the oppressor.
Feral Finster
•
May 15
Remember when Dubya solemnly pronounced that "They hate us for our freedoms!" and people acted like he was Pericles or something?
Well, his own defense secretary Don Rumsfeld commissioned some opinion research in the Middle East. Seems that the Muslim world didn't hate us for our freedoms. If anything, they liked freedom.
If they hated us, it was for our hypocrisy, our outrageous double standards and blatant favoritism in support of Israel and their own homegrown tyrants.
Needless to say, that one got memory-holed with a doubleplus quickness.
The Pomp Letter
May 17

Redneck Rich Financial Markets

To investors, The last few weeks have been filled with fear, uncertainty, and doubt in financial markets once the Fed made it clear that the anticipated interest rate cuts would not be coming as quickly or aggressively as most market participants were hoping for.
Anthony Pompliano ∙ 37 LIKES
Three Big Lies
•
5d
Kind of cynical view Pomp. 10% of the population owns 80% of stocks and the next 40% own the rest. The bottom 50% own zero. The bottom half of the country is getting crushed by inflation while the top 10% (really the top 1 or 2%) hold inflation protected assets. Not a great way to run an economy.
Prince Nicolas
•
5d
Hello Anthony please what's your discord link?
Dynamo DeFi
May 16

⚡How to Research Crypto On-Chain

Introducing the On-Chain Academy
Crypto is back. Let's review this year so far: 1) Bitcoin ETFs from Blackrock, Fidelity, and others were approved 2) Bitcoin surpassed its all-time high in price 3) Decentralized exchange volume reached a level on-par with its 2021 peak 4) Tokens ranging from RWAs to memes reached $1B+ valuations
Dynamo DeFi ∙ 11 LIKES
The Kendall Report
May 2

Fed Cuts QT!

Bitcoin to Set a Short-term Low?
KR Opinion As we entered Wednesday's trading session, the Federal Reserve's messaging remained consistent. In a recent speech, Powell reiterated that although inflation has decreased significantly over the past year, it remains above the desired 2% target.
The Kendall Report ∙ 11 LIKES
Thomas Fuller
•
May 2
Thank you Bob. What do you think of my speculation that the reduction in QT is to help our Japanese friends sell more of their US treasury holdings to support the Yen. Full bore QT plus Japanese dumping of US treasuries would drive up longer term interest rates in the US, impacting banks, small business, housing and the overall economy. Cutting QT makes sense from this perspective and no other, to me. Your reasoning for QT? Powell did not answer the question asked on why the QT cut.
EJ Haggerty
•
May 2
Thanks Bob , late one last night , thank you for your dedication.
Chamath Palihapitiya
May 14

2023 Annual Letter

Social Capital Performance Summary To the supporters and friends of Social Capital: This is the sixth of our annual letters where we share our reflections, key observations, and learnings over the past year, including how the economic and technological trends of the year have shaped our thinking and our investment portfolio.
Chamath Palihapitiya ∙ 126 LIKES
Calvin Marks
•
8d
For Fund II, how is the DPI higher than TVPI?
Jeffrey Carter
•
7d
Thank you for writing. We know that government always has an incentive to spend money on new technology. In the case of AI, do we think US spending will make any difference in success versus failure? We know if they regulate AI, it will hurt.
Checkonchain Newsletter
May 2

How I'm Thinking About This Dip

When people ask me what metrics I use to find DCA opportunities within a Bitcoin bull market, I would probably pull out a set of on-chain and pricing tools, and say 'it looks a little bit like that'.
Surviving in markets is not easy because our ancient emotional hardware is poorly equipped for the task. We often wait for things to feel very safe and comfortable before we make a decision to buy or sell. That usually that involves us hunting around looking for confirmation bias, just to be sure that what we’re doing is a good idea.
James Check (Checkmatey) ∙ 28 LIKES
Thibault
•
May 2
Exactly the kind of material why I subscribed to your channel. My complain with your free video and glassnode weekly review was that you were sharing only market analysis without really giving your final thoughts.
With this format, you bring us with you through your decision journey of buying/selling. This is what people wants and pays content for. You are an expert of on-chain and people strongly rely on your observation, analysis and ultimately, your decision.
Please keep the great work and providing this format.
Craig
•
May 2
Thanks James, this is exactly the sort of content I would consider 'premium'. Appreciate your opinions & insight. Totally agree with Thibault above.

Related Bitcoin Substacks

The Pomp Letter
By Anthony Pompliano
Ecoinometrics
Caitlin’s Newsletter
By Caitlin Johnstone
Bitcoin Data Newsletter
By CryptoCon
Read Max
By Max Read
QTR’s Fringe Finance
By Quoth the Raven
The Bitcoin Layer
By Nik Bhatia
Tic Toc's OrderFlow Newsletter
By Tic Toc Trading
The Digger
By Phil Harper
ByteByteGo Newsletter
By Alex Xu
Chamath Palihapitiya
You're The Voice | by Efrat Fenigson
TechDev Newsletter
Dynamo DeFi
The Kendall Report
By Bob Kendall
The Cryptonite Weekly Rap
Checkonchain Newsletter
By James Check (Checkmatey)
Profstonge Weekly
By Peter St Onge
Taylor’s Substack

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