Building Instead of Extracting
The Bitcoin Way of Life Series
Why flourishing begins when we create more than we consume
Latest Bitcoin Articles
The Consortium and the Institutionalization of Bitcoin Security
On funding, influence, and the fragile line between support and authority
The Simple Bitcoin Strategy That Beats Blind DCA
Wouldn’t it be great if you could just buy the exact lows of every Bitcoin bear market and sell the exact peaks? Pull up a cycle chart, wait for price to touch a bottoming zone, go all in, then reverse it at the top. The problem is that sometimes the market never reaches those lines. So this week, following on from the mathematical modeling work we’ve c…
Daren Tobert
•
8d
Also, does the model adjust for trading fees?
Daren Tobert
•
8d
How do I get access to this tool? Does advanced level subscriber get it? or only pro?
Bitcoin Miners Capitulating, But Their Stocks Are Soaring
Bitcoin’s hashrate has been sliding for months. Miner difficulty just took one of its steepest drops on record. Normally that’s a pretty simple story, miners switching off rigs because the economics don’t work anymore. Except the listed miners are having one of their best years as stocks, while BTC itself is getting hammered. In every prior capitulation…
🏠 How Blockchain Is Changing Real Estate (RWA Explained Simply)
Real estate is one of the world's largest asset classes and blockchain could fundamentally change how people buy, sell, and invest in property through tokenization and Real World Assets (RWAs).
📊 Market Snapshot
Weekly Alpha: ETF & Treasury Pressure
What’s Happening
Thank you for the even-handed explanation. X has become a minefield of, unfortunately, interpersonal conflict on this issue. I didn't have a firm grip till reading your explanation.
I appreciate your explanation which tried to present both sides of the BIP-110 debate fairly. I am on the BIP-110 side for the following reasons: 1) this soft fork effectively returns things to how they were prior to 2023 when the inscription hack began exploiting vulnerabilities introduced with Taproot. 2) for the first decade or more of Bitcoin’s history, the community and core devs were strongly opposed to spam and didn’t have a defeatist attitude of “you can’t stop all spam, so no point trying to limit it”, and spammers knew it. So this re-asserts that stance so the people polluting the blockchain will get the message. 3) I run a node and do not want to relay spam, or store it forever on my node – something you did not address at all in your analysis. And putting it in Op Return is not the “best” place for it despite the idea that it can be pruned. I actually use my node, so can’t prune it for it to function correctly with my wallets. 4) “Fees will price out spam” is flat out false – the blocks are now mostly filled with spam, so it hasn’t been priced out and there’s no evidence it ever really will be. 5) the fact that BIP-110 doesn’t have overwhelming support I chalk up to the fact that the easy Core talking points, many of which are in your analysis, make sense at first glance and lots of people aren’t taking the time to dive deeper. So the FUD about a chain split makes them lean toward not supporting BIP-110. But essentially no one is so convinced that spam is good and desirable and the BIP-110 changes bad that they are willing to commit to a User Rejected Soft Fork opposing BIP-110. Even the loudest voices against BIP-110 all claim to "hate spam" and that "bitcoin is money", but didn't speak up for the months leading up to the Core v30 release which blew open the OP Return limit, so here we are.
😨 Fear vs Greed in Crypto: How Emotions Can Cost You Money
Every crypto market cycle is driven by two powerful emotions - fear and greed. Learning to recognize them could become one of your greatest investing advantages.
📊 Market Snapshot
Hi Bitcoin Wire Team,
Great connecting with you. I came across Bitcoin Wire and really appreciate your focus on Bitcoin, crypto markets, and helping people better understand the digital asset ecosystem through data and insights.
I also work and write in the fintech and crypto space, covering blockchain infrastructure, digital payments, tokenization, compliance, and the future of finance. I enjoy creating educational content that helps simplify complex topics for a wider audience.
I've subscribed to your newsletter and look forward to following your updates. I'd love to stay connected, support each other's work, and exchange ideas as the crypto industry continues to evolve.
Would you be open to exploring a collaboration down the line, whether through content, research, or industry insights?
Looking forward to staying connected!
Why Wall Street Isn't Worried About Quantum Computers Breaking Bitcoin
BlackRock's new research says crypto has time on its side but only if the industry moves with urgency
Quantum computing has become one of the most talked-about “existential threats” to Bitcoin in crypto circles. The fear goes like this: someday, a sufficiently powerful quantum machine could crack the cryptography that secures Bitcoin wallets and transactions, potentially exposing funds to theft on a massive scale. It sounds like the plot of a finance th…
#63 - Clarity, Confidence & Building What Lasts
Full Moon in Aquarius
Nobody is hungry. Crypto is the new disco. RIP
Putting On the Glasses
“Nothing changed. Except the way you see it.”
Bitcoin Refuses to Panic, Even as Markets Stay Nervous
The Corporate Race to Own Ethereum Is Heating Up Fast
Bitcoin Market Brief here - your go-to crypto source.
The Latest Bitcoin Use Case Isn't What Anyone Expected
Crypto Is Starting to Look a Lot Like Big Tech
Bitcoin Market Brief here - your go-to crypto source.
Is Bitcoin Still Undervalued in 2026?
Despite ongoing market uncertainty, many investors still believe Bitcoin remains one of the most undervalued assets in the world. But what factors continue supporting that view in 2026?
📊 Market Snapshot
Weekly Alpha: Bitcoin Max Opportunity Now
New Bull Market Sale: 40% OFF for the next 24 hours
⚠️ PSA: Addressing The Coldcard Exploit
If you use a Coldcard in your Bitcoin security system, please read this post.
Great write up. My heart breaks for those who lost coins. I do see so many folks who didn’t lose coins completely ditching the Cold Card Q and other newer models. I was lucky enough to have generated an old school dice roll and make my seed phrase. The Cold Card Q is still a fantastic air gapped cold storage device. Some folks act like it can never be used ever again. What they did with this bug though can not go without some type of consequence (little to no sales or winding down of the company) trust has clearly been lost and it will be very interesting to see how Coin kite and Cold Card handle this going forward.
Um, which risk category does someone fall into if they used the full number of recommended dice rolls, as in the coldcard paranoid setup guide? I would argue 🟢 but I think it’s a weird omission in your post.
Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis
Discussing my USC summer teachings, a dollar squeeze, bitcoin at deep value, and what TBL Liquidity is saying.
Video brought to you by:
Great to hear your experience teaching the class Nik.
And as someone building my family I’m glad to have you in my ear!
AI-Powered Operating Businesses Could Create the Next Major Equity Premium for Bitcoin Treasuries by Yaël Bizouati-Kennedy
The next evolution of bitcoin treasury companies may not be more bitcoin. It may be AI-powered operating businesses that generate recurring cash flow and differentiated equity value.
Today marks an exciting milestone for Bitcoin Treasuries Media Inc.
THE RULES OF THE NEW MONEY | Part One
THE LAWS ARRIVED LATE | How Bitcoin Outran America’s Financial Rulebook
Series Thesis | The Rules of The New Money
Arrived on time. This will take a bit for my brain to process and glean what God is telling me.
🟧 Day 294.
69 to 82 days from the historical bottom window.
THE CYCLE CLOCK ⚓ Sunday, July 26, 2026 A Bitcoin Inspired Weekly · Where we are in the cycle
The Four Step Ladder That Decides a Bitcoin Miner's AI Upside
Four mining models map onto four AI models
Every operator with land and a power contract is now being told to "do AI." Almost all of them are asking the wrong question. The choice was never whether to run GPUs, it's where you sit on the infrastructure value chain, and what the next step up actually buys you. Bitcoin mining is a ladder of four business models, and the one you're standing on alrea…
Related Bitcoin Substacks
