Now that got our collective attention, didn’t it? China seems to have put a rocket under crypto – let’s see whether this massive price surge has any staying power. Closing above the 200-day moving average would seem to suggest so.
Lots to share this week – I could have tagged the majority of this recap ‘highly recommended’ from reflections on censorship resistance to a discussion of Bitcoin Maximalism and a whole lot in between.
Perhaps it’s worth restating that the goal of this series is to highlight the developments and narratives that comprise this space. News per se is not the focus but rather broader trends, tech, debates, and discussions.
Charles Hoskinson on crypto is a rabbit hole you will benefit from going down. This analysis of Bakkt’s underwhelming performance to date is also well worth checking out as is this article on the true value of crypto.
President Xi had some positive things to say about blockchain:
Looks like a great lightning wallet (demo only at this stage):
A Bitcoin Maximalist paradox explored:
What’s worth your Bitcoin?:
Exploring the relationship between censorship resistance and sound money principles:
Binance continues to release new services/updates:
Summing up EOS:
Repo market shows no signs of normalizing:
The US stock market seems fine…:
A careful translation of what Premier Xi Jinping actually said in relation to blockchain:
Unpacking Zuckerberg’s marathon congressional appearance (highly recommended):
Identifying crypto’s most compelling aspect (highly recommended):
An attack vector for the Lightning network?:
Dissecting Bakkt’s rollout (highly recommended):
Debunking the 27year fiat meme (though fiat remains a race to the bottom):
How do peer to peer networks actually work:
Macro trends fundamentally shaping our world (non-crypto specific):
A fascinating discussion of BTC by one of its earliest proponents (highly recommended):
Charles Hoskinson – the founder of Cardano discusses his long history in the space, Cardano and crypto in general (highly recommended):
A brief discussion of BTC as a medium of exchange, unit of account, and reserve currency (recommended):
Crypto Bobby on BTC Maximalism (highly recommended):
Crypto Lark discusses BTC beyond the metric of price:
Looking into the launch of Unstoppable Domains (don’t rush off to buy one but define a development worth being aware of):
Bear market? Binance continues to bring in real profits – while burning supply:
A treasure trove of investor/finance articles (non-crypto specific but relevant to investor sentiment etc.):
Once again, I learned a lot this week in crypto. As always, looking forward to your comments and suggestions.
Note on Sources:
Twitter & Reddit (cryptos current meta-brains) / Medium / Trybe / Hackernoon / Whaleshares / TIMM and so on/ YouTube / various podcasts and whatever else I stumble upon. The aim is a useful weekly aggregator of ideas rather than news. Though I try to keep the sources current – I’ll reference these articles and podcasts etc. as I encounter them – they may have been published just a couple of days ago or in some cases quite a bit earlier.