Bitcoin Roundup

March 6, 2026

Fast Takeoffs and Hard Landings: Ten31 Timestamp 938,757

The team at Ten31 is very high signal. I can confirm that John Arnold is, by my standards, a very smart guy...

March 6, 2026

First A China-Linked Ship, Now A US-Sanctioned Gas Tanker Transits Hormuz Chokepoint

I saw a post this week about the US potentially insuring or escorting tankers in “the Gulf” and I genuinely wasn’t sure...

March 6, 2026

Kraken Becomes First Crypto Firm to Win Access to Fed's Core Payments System

I guess this is a big deal, but I confess to not caring very much because I don’t support these crypto casino businesses...

February 27, 2026

Brookings experts on the Supreme Court’s tariff decision

The Supreme Court struck down Trump's IEEPA tariffs 6-3. Within hours he signed a new 10% global tariff under Section 122...

February 27, 2026

Private Credit Fears Deepen With UBS Warning of 15% Defaults

Blue Owl Capital permanently halted redemptions from one of its private credit funds last week. UBS estimated private credit defaults could hit 15%...

February 27, 2026

Jack Dorsey just halved the size of Block’s employee base — and he says your company is next

Jack Dorsey cut Block's workforce nearly in half, from 10,000 to just under 6,000, and said AI fundamentally changes company building...

February 20, 2026

Fed minutes show officials grappling with policy split, impact of AI on economy

The January FOMC minutes dropped this week, and buried in the usual bureaucratic language was an interesting comment: several officials suggested the Fed may...

February 20, 2026

Bitcoin sinks to $66,000, U.S. stocks lose steam as Fed minutes mention possible rate hike

Bitcoin is now staring at its fifth consecutive weekly loss, the worst streak since the 2022 bear market that bottomed in the $16k range.

February 20, 2026

Geopolitical Tensions Fuel Massive Gold Reserve Accumulation

Central banks around the world have added nearly 2,000 tonnes of gold to their reserves since 2020, with China leading at over 350 tonnes followed by Poland...

February 13, 2026

Something Big Is Happening

Matt Shumer, an AI startup founder, published a piece this week comparing the current moment in AI to February 2020. He draws the analogy to the "this seems overblown" phase right before everything...

February 13, 2026

Microsoft AI CEO Warns Most White Collar Jobs Fully Automated "Within Next 12-18 Months"; Anthropic Fears Potential For 'Heinous Crimes'

Continuing on the AI topic, the impacts of AI are being speculated about constantly as of late. There are essentially two camps, as per usual in current events.

February 13, 2026

Crypto lender BlockFills suspends withdrawals amid faltering bitcoin price

“Not your keys, not your coins.” Historically, when crypto companies “pause withdrawals”, they “go bankrupt” shortly after.

February 6, 2026

Resources: BitcoinOneLiners.com

This is not an article but a resource I have been meaning to share. I forced myself to tinker with AI the other weekend so I could get a better handle on just how useful it could be.

February 6, 2026

Tether Launches Open-Source Bitcoin Mining Operating System

Open source for the win. This is great to see.

February 6, 2026

Bitcoin price rebounds to $67,000, remains on track for worst week since 2022 amid 'fear and fatigue'

Wow, this week was brutal for the price of bitcoin. Yesterday was the steepest one-day decline since the FTX fraud was uncovered in 2022.

January 30, 2026

Straight From "Central Casting": President Trump Confirms Kevin Warsh As Next Fed Chair Nominee

Assuming confirmation, Federal Reserve Chair Jerome Powell will be replaced by Kevin Warsh. The Trump admin expects a dovish positioning from this pick, but it’s not entirely clear to me that is wh...

January 30, 2026

Odds of US government shutdown rise after funding deal stalls in Senate

Remember the last time the government shut down? Me neither.

January 23, 2026

Onramp Bitcoin Statutory Trust Shareholder Letter

The team at Onramp are top notch, and their shareholder letter this year makes a powerful real estate analogy around the distribution of old coins we have seen this cycle.

January 23, 2026

Hard Negotiations with Allies

Michael McNair is quickly becoming a go-to for macro commentary for me. His assessment of the Trump strategy is intriguing.

January 16, 2026

Bitcoin To Hit $2.9M By 2050 As It Muscles Into Global Trade: VanEck

Wall Street is bullish bitcoin. The growing chorus of Patagonia vests calling for bitcoin to go to the moon seems to be largely ignored by the public.

January 16, 2026

War on the Cartels

McNair essentially predicted the Maduro kidnapping in an earlier piece. His assessment of the United States’ positioning on hemispheric defense / control is compelling.

January 16, 2026

Frowny Cloud

Arthur Hayes is a gazillionaire from the crypto industry. While his takes on altcoins are largely awful, he understand the macro landscape better than all of Wall Street combined.

January 9, 2026

Blackstone Craters After Trump Teases Institutional Ban On Single-Family Homes

The housing affordability crisis is a direct symptom of the money printer. Banning certain types of owners from the asset class is a bandaid over a bullet hole.

January 9, 2026

A mysterious online gambler made $400,000 betting on the removal of Maduro

Prediction markets are an interesting new phenomenon and certainly have strong free market aspects. One interesting thing to consider is that for an outcome like Maduro’s capture, a savvy security ...

January 9, 2026

The Venezuelan Drone Crisis

Last week was one of those weeks in history where decades happen. This article was written before Maduro’s capture, which makes it even more impressive of an analysis on the situation.

January 2, 2026

Bitcoin Limps Into New Year at $87,000, Down 30% From All-Time Highs

It has now been 87 days since bitcoin hit its most recent all-time-high of just over $126k. Based on sentiment in the space, you would guess that the most recent all-time-high was years ago.

January 2, 2026

Taxation Is A Humiliation Ritual

Some people are surprised that there is fraud in the system. I encourage those folks to explore the concept of moral hazard.

December 26, 2025

Gross Domestic Product, 3rd Quarter 2025 (Initial Estimate) and Corporate Profits (Preliminary)

“Real gross domestic product (GDP) increased at an annual rate of 4.3 percent in the third quarter of 2025 (July, August, and September), according to the initial estimate released by the U.S.

December 26, 2025

Gold, silver and platinum sparkle at all-time peaks

A single ounce of gold surpassed $4,500 dollars this week. In 1971, under President Nixon, the U.S.

December 26, 2025

Letter #1: Notes From The Inside

If you have been reading my content for a few weeks now, you are already aware of Keonne Rodriguez, a 37-year-old American software developer from Florida, who co-founded Samourai Wallet in 2015 to...

December 19, 2025

China BTC miners shut down roughly 1.3 GW in Xinjiang amid CCP scrutiny

China banned bitcoin (mining) for the nth time this week. Here’s just a handful of the previous times they’ve done so: 2009, 2013, 2014, 2017, twice in 2021, and now again in 2025.

December 19, 2025

JPMorgan Launches Its First Tokenized Money Market Fund On Ethereum

Wall Street continues to miss the mark. Bitcoin is money without a centralized issuer or trusted third party.

December 19, 2025

Bitcoin Miner Hut 8 Secures Google-Backed Deal to Build Up to 2.3 GW of AI Capacity

This is an interesting trend that I believe will age poorly. Some bitcoin mining businesses are pivoting their business model to suit the rampant growth and demand for high power compute focused on...

December 12, 2025

Twenty One Capital Goes Live on the NYSE – Now What?

The concept of bitcoin treasury companies, more aptly called leveraged bitcoin equities, is bitcoin + leverage = amplified bitcoin performance.

December 12, 2025

The Fed is the most divided it’s been in more than six years

The Fed cut rates 25 basis points on Wednesday, which was expected, then not expected, then uncertain, then for sure expected by prediction markets over the past few weeks.

December 12, 2025

Meet Bill and Keonne: Real People, Real Lives

This one is not an article, but a call to action. If you believe in freedom of speech, please consider signing the petition to pardon Bill and Keonne, innocent developers jailed for building privac...