This week we go on a trip through the fundamentals in Bitcoin and hit news items along the way. Specific news items I discuss are Tuur Demeester’s new Adamant Capital piece called A Note on the Bitcoin Rally, the block reward as a disruptive subsidy to hash rate, an analysis that shows 51% of dapp Daily Active Users are bots, and stablecoins and Facebook Globalcoin.
This is a Friday Fundamentals episode where I go over the Bitcoin price, market sentiment, mining, and news that affect the fundamentals. Tether is grabbing headlines right now, but there’s a split growing among Bitcoin supporters. The old-timers seen to support Tether and Bitfinex, while others are overly harsh. I breakdown that dynamic and explain that Tether is the front line in the currency war.
This is the sixth episode in our Bitcoin Banter series, where our community gets together and chats on our discord server (link in the show notes). We bring our own topics and take questions from Twitter. We have a great episode this time! We talk about Satoshi’s Treasure, Wasabi wallet and privacy, and wrap it up with a price and macro discussion.
The 5th in our Banter series where we record our Discord voice chats. In this episode we discuss the great bitcoin memes, lightning development and its future, as well as price.