Bitcoin Field Notes
@BTCFieldNotes
Research & GTM for Bitcoin
History rarely names its infrastructures while they’re being built. Gold was just metal until it became money. TCP/IP was just plumbing until it became the internet. Bitcoin may be next. The Movement to Anchor Stablecoins on Bitcoin 🔗 bitcoinfieldnotes.com/p/the-movement…
In 2008, a 9-page PDF reimagined what money could be. Just 17 years later, the U.S. Treasury Secretary is saluting Bitcoin. What a moment for Satoshi’s idea.
A public service announcement about your fractional reserve bank balance vs. Bitcoin from @bramk 🧵
Hey @grok when someone looks at their banking app on their phone and see a number that should represent their account balance, what are they actually looking at? Factually, technically, conceptually and philosophically? Explain, then compare to Bitcoin. You can reply in a thread
Seems Bitcoin is gaining traction the spiky, mycelial way. More paths, fewer bottlenecks.
Largest liquidation event ever and Bitcoin has returned to the price it was at 12 days ago Somewhat remarkable really
Agree. This crash was more technical than fundamental. Fundamental crashes like ftx, Luna, 2008 mortgage crisis — tend to involve bankruptcies or fraud or massive exodus of investors Technical crashes like May 2021 flash crash and yesterday tend to have little follow thru
My thoughts on yesterday’s crypto crash: TLDR: We’ll be fine. We always are. I’ve been in this industry for 9 years now, and I’d say I’ve really seen it all. The COVID crash, the $LUNA meltdown, the FTX collapse, you name it. But what we witnessed yesterday felt very different…
A bit of synchronicity — saw this Tether × Plasma podcast preview from @KevinWSHPod just after I published a Substack piece on the fascinating movement to anchor stablecoins on Bitcoin. Full article → bit.ly/stablecoins-on…
Why did @Tether_to invest in @Plasma? Because most blockchains are still chasing hype instead of solving real problems, too many are optimized for fast meme coin listings instead of usability. But the real-world utility of USDT proves something deeper: if you build tools that…
History rarely names its infrastructures while they’re being built. • Gold was just metal until it became money. • TCP/IP was just plumbing until it became the internet. Bitcoin may be next. See my latest article: The Movement to Anchor Stablecoins on Bitcoin 🔗…
"Is the cycle over?" Well, the cycle started on Jan 3rd 2009, and arguably, the first real target is flipping gold. So no.
There's a $600 Trillion dollar market that is up for grabs, and people are tripping over 7 words in a 112 page earnings call presentation Give me a break
There are LOTS of bad Bitcoin takes on Linkedin but this is a great one by @zTimSavage⚡️
This is probably the best argument for knots that I've seen yet, and Dennis hasnt been my favorite person.
1) “Bitcoin is a freedom virus based on a monetary virus, which is in turn based on a truth virus” 2) Hornets are Good
BREAKING: BILLIONAIRE MICHAEL SAYLOR JUST SAID LIVE ON FOX TO MILLIONS OF VIEWERS THAT #BITCOIN IS "UNSTOPPABLE" "IT'S GETTING STRONGER EVERY DAY."
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