The crypto industry spent a decade building a better mousetrap and then couldn’t figure out why the institutional cats wouldn’t come inside. The answer was never the technology. Roughly $35 trillion in US institutional assets – pension funds, endowments, insurance companies – has been sitting on the sidelines for one reason and one reason only: […]
Category Archives: Bitcoin Letter
Strategy’s (MSTR) carrying $8.2 billion in debt, most of it convertible, with $2.25 billion in cash reserves and over 714,000 Bitcoin (BTC) on the balance sheet. The CEO says Bitcoin would need to drop to $8,000 and sit there for five years before they’d have a real problem. The bears say this is a leveraged […]
13
Feb
Feb
It’s here – rules, and a mountain of them. They didn’t stop until they got their cut. Blame the industry for attracting the ire of the all-mighty rule makers. This means that growth in this sector won’t be as gangbusters moving forward, if ever. It’s a net negative for the original vision of crypto because […]
Crypto and Terraform Labs co-founder Do Kwon is no longer on the run. Yes, that’s right – he’s a convict. The Interpol red list that once alerted 195 countries to his status as a wanted fugitive has been retired, replaced by a federal prison number. We now know that his desperate transfer of 33,131 Bitcoins […]
Crypto insider Mike Novogratz has long maintained an upbeat tone, even as crypto remains one of the most frustrating asset classes of the last few years. His words are mostly silver linings and an optimistic view of the future. His argument for structural appreciation in Bitcoin centers on the premise that the next phase must […]
06
Feb
Feb
Bitcoin has periodically been pulled into geopolitical spotlights, and few moments generated as much reaction as comments made by Pavel Zavalny, chairman of the Russian State Duma Committee on Energy, suggesting that Russia was open to accepting Bitcoin (BTC) for oil and gas payments. At the time, the statement landed like a bombshell for the […]
06
Feb
Feb
Another sovereign country once appeared ready to consider Bitcoin, and for a moment, it looked like the experiment launched in Central America might quickly spread north. By 2026, however, the reality is more restrained. Bitcoin adoption has entered a slower, more selective phase across Latin America, shaped less by ideological enthusiasm and more by political […]
Periods of weakness in Bitcoin price action often reflect positioning and profit-taking rather than a breakdown in the asset’s underlying structure. Bitcoin remains a volatile asset by design, and retracements have historically occurred even during sustained growth phases. Sharp pullbacks, while uncomfortable, have repeatedly functioned as resets rather than trend reversals. From a structural perspective, […]
Like gold and gold miners, bitcoin miners are also a levered play on the price of bitcoin. In layman’s terms, when the price of bitcoin goes up, the miners go up more. The largest-scale Bitcoin miner in the US is Marathon Digital Holdings (MARA), and readers should take notice. The stock is up over 1,100% […]
26
Jan
Jan
Bitcoin operates with Taproot, a protocol upgrade that refined how transactions and spending conditions are expressed on the network. At a technical level, the change is best understood as a structural improvement rather than a headline event, as protocol refinements tend to quietly enhance efficiency and transaction handling over time. At the investor level, major […]
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