“I think there are some important economic errors in the stories I see people telling about crypto, on Twitter and elsewhere — errors that have important implications for how we should think about the value

What if, sitting in the middle of a chaotic monetary environment, increasing capital controls, balkanizing political regimes, a failing petrodollar hegemony, collapsing institutional trust, increased sanctions & weaponized infrastructure, & aggressive, widespread inflation… there sat

I promised, and it’s finally here. It’s time to get a little perspective, with the price at all time lows, exchanges and lending platforms imploding, a massive crypto deleveraging event, the Fed tightening, and the

So what exactly did I get wrong in Guy’s Take #54, and why? Let’s dig back into the economic of CTV and transaction commitments, to clear up what I was misunderstanding around unrolling large batch

[Caveat – A critical piece of the puzzle I lay out in this episode was something I incorrectly understood, which makes this entire thought experiment moot. I explain further in Guy’s Take #55]

Today I

Everybody take a deep breath! Right now all the drama on Twitter and the Bitcoin community is all about CTV. What is it? Is this an attack on Bitcoin? Is it going to destroy Bitcoin

This episode is because the previous read by Steve Barbour deserved a Guy’s Take. Before we change topics to privacy in the episode coming later this week, “The State vs Bitcoin” deserves a solid shake

With Twitter up in arms about a potentially invasive privacy measure and compliance for an invasive regulatory requirement, it’s time to break down exactly what is going on, and what we should or should not

In a follow up to the State of Lightning Report from Arcane Research and OpenNode, we dive into the possibilities for how Lightning will change the global market, the potential for truly on-demand services, streaming

“Bitcoin is a network, a money, a language, a system of rules, & a clock. Bitcoin is backed by Truth”
– Guy Swann

Links to other works mentioned in the show today for further

We’ve all heard the criticism, sound money can’t work because people will simply “hoard it.” Obviously, per the Keynesians’ demands, it is critical that we incentivize consumption and investment or the economy will fall into

If you haven’t seen it, don’t miss out on this moment in history. Jack Mallers’ announcement and speech at Bitcoin2021 on the massive moves they are making with Strike, the infrastructure being built in the

The price took a near 30% dump today. So let’s talk about it.

A short episode today while I take care of my pup. Have you been distraught with the current price swings? That

No matter how often we cover these ideas, it still seems astonishingly common for new people to fall into the same old fallacies and the same misguided thinking. In this episode I try to cover

• Money is not what you think it is
• Great societies are a result of great money
• Money is more foundational than language
• Prices are not arbitrary
•

• 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
•

“In Chapter 1 we reached millions. In Chapter 2 we’re going to reach billions and we’re going to do it quickly. And Chapter 2 starts right now.” – Ross Stevens

We are entering a phase

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