Guy

Guy’s Take #43 – The Sound of Inevitability

• Why Matt Odell is wrong about the OCC statement

• Bullish review of the SeeTee Shareholder Letter

• Microstrategy & 0% bonds

• Jack Mallers taking over the world

• NYDIG

• MassMutual, Square, Tesla, Marathon, Stone Ridge, & the Bitcoin Treasury Rush

• Next phase of the Bitcoin mining industry

• Lightning everywhere

• New developer grants

• Rewards Cards everywhere!

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Guy

Guy’s Take #41 – Gamestop is the Battle, Bitcoin is the War

Curious to know what the recent clown show of GameStop and r/WallStreetBets was all about? Well we get into it in today’s rant about the phenomenal arrogance and outright manipulation of the major players in Wall Street after retail investors made them cry. There is nothing that could more perfectly demonstrate the reality that average Joe’s only have freedom when they are losing, but when they make a win at the expense of billionaire hedge funds, you can bet your ass the stocks will be delisted, accounts will be frozen, positions will be closed for no reason, the SEC will investigate “manipulation” from the retail investors, & the big dogs will do everything they can to prevent from paying the bill.

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Guy

Guy’s Take #40 – Double Spends & Wittgenstein’s Money

What the hell is everyone squealing about regarding this “critical flaw” and “confirmed double spend” on the Bitcoin network? Is this another 2013 bug, or a giant nothing burger? Guy dives into it on today’s episode and then gets into the follow-up to Wittgenstein’s Money, the amazing piece by Allen Farrington that we covered in the previous episode on the show. What is value, what is money, & what would it seem like if it did seem like a money was emerging from zero?

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Guy

Guy’s Take #39 – Bitcoin is the Pin

We are in the midst of one of history’s greatest financial bubbles, represented both in a global debt crisis, as well as a bloated, subsidized financial sector that is many times greater in size than it naturally should be. Rather than Bitcoin being the bubble that everyone claims it is, on the contrary, the financial system is a “greater fool” bubble, and Bitcoin is the pin.

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Guy

The Canary in the Coal Mine

There’s been a bit of Bad News. The canary doesn’t seem to be moving, and its time that we take our situation seriously. As Bitcoin becomes both more mature and finds its way back into a bull market, we can also expect a sharp increase in regulatory and governmental attention. The powers that be, the surveillance state, and the control that the financial institutions have acquired will not be lost without a fight.

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Guy

Rights, Incentives & the Bitcoin System

What are rights and can Bitcoin enable us to make better sense of them?

It is very common to hear that education is a “right,” that healthcare, a fair salary, etc are all “rights” that we can demand of others and are entitled to. Can this be the case? How do they conflict with the more basic rights of the control over our own lives, our right to choose, and the rights to our bodies? Can we simply declare that the things we want or need are rights and this means we can have as much of it as we would like?

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Guy

Guy’s Take – The Dominoes are Falling

“We find the global acceptance, brand recognition, ecosystem vitality, network dominance, architectural resilience, technical utility, and community ethos of Bitcoin to be persuasive evidence of its superiority as an asset class for those seeking a long-term store of value.” – Michael Saylor

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Guy

The Halving is Not Priced in, Here’s Why

As a follow up to Nic Carter’s and PlanB’s articles on how the markets are pricing Bitcoin’s supply and known halvings, I go through the reasons I feel the market both is very unwilling and unconfident about the consequences of the halving. It is less “known information,” and more a blind gamble.

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Guy

Money, Networks, Blockchains, & Bitcoin

The much deserved Guy’s Take episode as a dedicated follow-up to the amazing work of “The Bitcoin Time Vol 1.” There just wasn’t enough time to do it justice during the read, so today I give my take on the plethora of ideas conveyed in Alek Svetski’s awesome work!

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