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Bitcoin

6 pieces · Jan 2022 to Oct 2026 · 2 flagship

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Start here · the strongest pieces on Bitcoin

Map12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.Article23 Jun 2026What If You Stop Seeing The Forest Because Of All The Trees?Essay arguing crypto is not dead but ill: tokens are equity without rights, insiders extract via engineered tokenomics, OTC dumps and backroom MM deals, and gambling is the main consumer product. Calls for longer floats, honest unlocks and enforced vesting.Thesis29 Jan 2026Bitcoin as regime change insurance, not a debasement hedgeArgues 2025 delivered orderly debasement, which is gold's home turf, so Bitcoin lagged. Its thesis is conditional on chaotic scenarios such as capital controls or sovereign failures that did not occur.

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2026 3

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.MapQuantumBitcoinEthereum113 likes

23 Jun 2026What If You Stop Seeing The Forest Because Of All The Trees?Essay arguing crypto is not dead but ill: tokens are equity without rights, insiders extract via engineered tokenomics, OTC dumps and backroom MM deals, and gambling is the main consumer product. Calls for longer floats, honest unlocks and enforced vesting.ArticleMarket structureOther24 likes

29 Jan 2026Bitcoin as regime change insurance, not a debasement hedgeArgues 2025 delivered orderly debasement, which is gold's home turf, so Bitcoin lagged. Its thesis is conditional on chaotic scenarios such as capital controls or sovereign failures that did not occur.ThesisBitcoinMacro24 likes

2025 1

28 Dec 2025Why 'cryptocurrencies' is the wrong label: digital assets as an asset classArgues the term implies digital fiat competitors when the sector spans commodity-like assets, reserve assets, equity-like tokens with cash flows, memecoins, stablecoins and RWAs. Institutional capital needs a clear taxonomy.ThesisMarket structureStablecoinsBitcoin24 likes

2024 1

07 Jun 2024OP_CAT explained: Merkle trees in Bitcoin Script and trustless ZK rollupsExplains OP_CAT (concatenation) as the opcode that enables Merkle tree creation and verification in Bitcoin Script, which is the core operation needed for STARK verification. Argues this opens the door to fully trust-minimized rollups on Bitcoin without overloading the chain.ExplainerBitcoinZK10 likes

2022 1

24 Jan 2022Bitcoin's fee revenue problem and the long-term security budgetArgues Bitcoin's store-of-value role, lack of smart contracts and growing share of BTC wrapped on other chains limit fee revenue, threatening the miner security budget as block rewards decline. Surveys L2s and cross-chain options but doubts they suffice.ThesisBitcoin5 likes

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