Bears Are Wrong About Strategy’s Bitcoin Play
Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy’s dominance, valuation challenges, and what’s next for treasury companies in this volatile market.
Tether on RGB, finding UAE’s $700mm in btc, and USGox data on Bitcoin
Diving into the UAE’s $700 M Bitcoin mine, the US government’s on‑chain data feeds via Chainlink, and Tether’s comeback on RGB, plus nation‑state mining drama.
5 Essential Privacy Tips For Bitcoin
Satsie from PayJoin Foundation explains why Bitcoin isn’t anonymous, covers essential privacy tools like address management, VPNs, and running nodes, plus discusses PayJoin batching and silent payments for better on-chain privacy.
The Tornado Cash Trial, Explained
Reporter David Morris breaks down the Tornado Cash trial, Roman Storm’s conviction on money transmission charges, and what this means for crypto privacy and open source developers going forward.
We’re in a Recession on TikTok, But Not in the Market
Stocks are soaring but TikTok is calling recession. The hosts examine viral recession indicators vs hard economic data to see if we’re heading for downturn or if it’s just vibes-based panic in 2025.
The Economic Case for Bitcoin Treasury Companies
Steven Lubka explains “paper bitcoin summer” – how treasury companies use regulatory arbitrage to efficiently acquire Bitcoin through capital markets, creating leveraged Bitcoin exposure for investors who can’t directly buy BTC.
Comply or Die: Privacy or Palantir
Tornado Cash developer Roman Storm found guilty of operating unlicensed money transmitter. Meanwhile, Peter Thiel’s fund raises $353M for surveillance-friendly stablecoin sidechain. Privacy devs criminalized while compliant chains get funded.
Can Bitcoin Go Negative? How Bitcoin Futures Contracts Work
Matt Wraith, CTO of Bitnomial, breaks down Bitcoin futures markets, fork futures trading, and quantum computing risks. Deep dive into physical delivery, market mechanics, and how chain splits create unique trading opportunities.
How Bitcoin Treasuries Will Cause The Next Bear Market
Charlie & Colin expose how Bitcoin treasury companies mirror 1929 investment trusts, creating overleveraged positions that could trigger the next bear market through forced selling and debt spirals.
Bitcoin Needs Self Custody To Survive
Casa CEO Nick Neuman argues Bitcoin needs self-custody adoption to survive long-term. Without transaction fees from edge users, mining could become unprofitable, risking network security and potentially forcing protocol changes.
