Bitcoin & Markets

In this episode, I expand on my commentary in Bitcoin Fundamentals Report #185. The first segment is on the game theory that keeps bitcoin secure from hostile hard forks like the proposed by the Green Peace and the scammer Chris Larson of Ripple. The main point is that coordination to kill the PoW version of bitcoin is impossible because of Bitcoin's decentralization, so there is no future that doesn't involve incentives to defect from that coordination. Hark forks only create altcoins which people can dump to buy more bitcoin. The second segment of the podcast is on the reasons for Europe to be going after bitcoin repeatedly as we've seen recently. The Euro is in very bad shape and the whole globalist dream of a European super state is falling apart, and with it their currency. These are desperate attempts to protect the Euro from competition, but all it will do is shrink the Euro network, and make its demise more certain. More notes: https://bitcoinandmarkets.com/e239 Bitcoin Magazine Article: https://bitcoinmagazine.com/markets/greenpeace-seeks-to-change-bitcoin-code EU law https://www.coindesk.com/policy/2022/03/31/eu-parliament-votes-on-privacy-busting-crypto-rules-industry-rails-against-proposals/

This is the second episode of the week, covering my personal model by which I evaluate the market and important geopolitical news. The main outline can be found on the Bitcoin Fundamentals Report #183. Complete show notes at https://bitcoinandmarkets.com/e238b/

This is the first part of two episodes that will cover my recent Bitcoin Fundamentals Report #183, specifically the Market Commentary section. Part A is much shorter than part B. Bitcoin has generally performed well when compared to gold and stocks since Russian military operations started in Ukraine on 24 Feb. I give a run down of that performance here. Every bitcoin bull should be happy with how stable bitcoin has been despite the massive geopolitical upheavals.

In this episode, I discuss two articles on bitcoin's game theory by Jeremy Garcia, which appeared first on Bitcoin Magazine. I take a critical stance on many parts of his analysis, but I think it is important that there is more discussion on this topic. I thank Jeremy for writing them. I discuss bitcoin's game theory, cooperative games, infinite vs finite games, changing the rules, and the game theory of nation-state adoption. Article 1: A Look at the Game Theory of Bitcoin Hypothesis link for my highlights and comments HERE Article 2: Bitcoin's Game Theory has Endless Possibilities My highlights and comments HERE Full show notes: https://bitcoinandmarkets.com/e237/

Part 2 this week is the rest of the news of the week, price analysis and Bitcoin mining news. Bitcoin is becoming a major player in the great game of international politics. I also get into the conflict in Ukraine a bit at the end. Follow along at https://bitcoinandmarkets.com/r179/ Episode post https://bitcoinandmarkets.com/e236b/

This is part 1 of this week's episodes. I'm not going to rehash all that has gone on in the last week, since it is so fast paced. I'm going to concentrate on some takeaways and lessons learned by bitcoin from this situation. Follow along with the Bitcoin Fundamentals Report at https://bitcoinandmarkets.com/r179/ Episode page https://bitcoinandmarkets.com/e236a/

This short episode is the third part of the series examining the current news of the day in the bitcoin mining industry. Intel has announced it will be making bitcoin ASIC computer chips, Lansing Michigan is trying to crush bitcoin mining in their city, and the mempool is rising meaning there is an increase in the demand to receive bitcoin. Report: https://bitcoinandmarkets.com/r178/ https://bitcoinandmarkets.com/e235c for more links.

Part 2 of this week's report all about the price. I talk about CPI not being a measure of money printing, but of prices and the explanation for 7% CPI due to supply chain issues. Next I introduce the Bitcoin Dormancy Flow. I thought this chart was interesting and will be looking into more in the future. Lastly, I welcome Bloomberg to the bitcoin prediction party, finally. They all of a sudden have what they think is a good model for price based on volatility, but a week later and it's already proving to be wrong.

In this episode I walk through four big news items for the week, starting with Russia saying they will regulate bitcoin not ban it. I then move onto the Bitfinex hackers and the recent news about Blackrock opening up bitcoin investing to their clients. I finish off by discussing Binance's newest investment in Forbes for $200M and the precedence that it might set for the entire bitcoin industry. Follow along with the Bitcoin Fundamentals Report at https://bitcoinandmarkets.com/r178/ This is part 1 of a series of episodes that will come out this week. Feedback is welcome.