Bitcoin vs the Money Printer
Fiat systems always expand—labels change, but money is still printed. These moves dilute value and highlight the contrast versus Bitcoin’s fixed supply.
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Bitcoin's Volcker Reckoning
Bitcoin has become a mirror to the world's conscience, a relentless leading indicator, warning of dangers we ourselves have created yet still refuse to acknowledge. In watching Bitcoin tremble at each whisper of turmoil, we glimpse the truth Volcker once knew.
Bitcoin-Backed Dollars are a Good Thing for Bitcoin
Bitcoin dollars can give Bitcoin holders something stable to spend without needing to spend down their BTC balance, and also provide connective tissue between Bitcoin and the current dollarized world.
Bitcoin Lives at the Extremes
This week, we're looking at the slow death of Bitcoin's volatility and who might be to blame for that. Spoiler: it isn't a bad thing.
Tariffs and Turbulence
Bitcoin isn't immune to economic pressures. Despite its growing institutional adoption, it continues to display correlations with traditional risk assets during periods of macro uncertainty.
Give Me Self-Custody or Give Me Death
Sometimes Bitcoin is digital gold, sometimes it's a hedge, other times it's a black hole that sucks in all the world's monetary energy.
Your Bitcoin Can Now Pay Your Mortgage
Imagine a “self-paying mortgage” that weaves your Bitcoin collateral into real estate financing so you can borrow without sacrificing your long-term upside.
Bitcoin and its Relationship with Time
We see in Bitcoin what we wish to see: a revolution, a folly, a technology, a philosophy, an investment, a warning, a hope. But no matter the shape of our expectations, Bitcoin continues, unmoved, its progress measured not in days or years but in blocks and confirmations.
THORChain is Dead, Long Live THORChain
Be like the tortoise, measured and deliberate. Align with Bitcoin, step by careful step.
Digital Scarcity Only Happens Once
Bitcoin is the kind of finality the world’s monetary experiments have always yearned for and rarely attained. All the alternatives that follow, no matter how ingeniously conceived or lavishly funded, echo like shadows against the cave wall of that first, singular breakthrough.
Save your Bitcoin. Spend your Fiat.
As we explore the future of finance, it’s vital to remember why many people fell in love with Bitcoin: self-sovereignty, open access, and a genuine rejection of the old guard’s control.
BitcoinFi & Shadow TVL
In today’s BitcoinFi Weekly, we examine these dynamics in detail. From inflated metrics in staking protocols to the structural gaps in Bitcoin-pegged assets, we explore how the drive for growth often collides with the need for integrity.
BitcoinFi Weekly
Recapping the State of Bitcoin 2024
As the year ends, Thesis has compiled a comprehensive State of Bitcoin 2024 Report, encapsulating the defining moments, technical milestones, and global adoption trends that shaped Bitcoin's landscape this year.
BitcoinFi Weekly
The Great Convergence
Projects like Mezo and Fiamma Bridge are rewriting the playbook for community-driven utility and trust-minimized bridging, while Side Protocol’s vision for onchain Bitcoin banking lays the foundation for a new financial paradigm. As Bitcoin’s institutional and onchain. Stay bold, BitcoinFi.
BitcoinFi Weekly
Recapping OP_NEXT
Bitcoin hitting new all-time highs, massive inflows into Bitcoin ETFs, and new protocols emerging across ecosystems. It’s a moment of validation, a reminder that the fundamentals are stronger than ever.
BitcoinFi Weekly
The Golden Age of Bitcoin is Nigh
We've got you covered, from the US 2024 Election to Magic Eden's new mempool protection. You won't want to miss this edition.
BitcoinFi Weekly
Bitcoin Zero-Knowledge Proofs Are Not Real (mostly)
What does it mean to verify a zero-knowledge proof on Bitcoin? We explore that + more in this week's issue.
BitcoinFi Weekly
Introducing the BitcoinFi Pod
The BitcoinFi Pod takes you beyond price action to explore Bitcoin's evolution from digital gold to a global financial playground. Join hosts Yogi and Jan as they dive deep into institutional adoption, Layer 2s, and the cultural shift transforming Bitcoin's ecosystem.
BitcoinFi Weekly
Bitcoin is Money
Bitcoin isn't just surviving; it's thriving, evolving, and becoming more than even Satoshi might have imagined. From ETFs to STARKs, from restaking to programmable money, Bitcoin is reshaping the world as we know it.
BitcoinFi Weekly
Accelerating BitcoinFi
Here's to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes of traditional finance. The ones who see things differently. They're not fond of rules. To you, the unhinged visionaries, the BitcoinFi Accelerator calls.
BitcoinFi Weekly
September's Stagnation & Uptober's Promise
September, with its hesitations and pauses, was not a lull but a prelude—a setting of the stage for what’s to come. Whales quietly accumulated, innovations like Strata and BitSNARK emerged, and legal battles reshaped the landscape.
BitcoinFi Weekly
Antifragility and Acceleration
We examine the intricacies of Bitcoin's antifragile nature, we'll explore how it has become a barometer for global liquidity. Citrea’s Testnet is live, tBTC is making waves on Aave, and STARK proofs are pushing the boundaries of what's possible on-chain.
BitcoinFi Weekly
Macro Winds Propel Bitcoin's Institutional Sail
This week, we saw CATNIP climb out of the bag, Fractal dreamed bigger than its britches, and AI miners found the key to profit.
BitcoinFi Weekly
Restaking, Ordinals Drama, & BitVM20 Dreams
Restaking is making its mark on Bitcoin, and the Ordinal controversy is causing quite a stir. Meanwhile, MEV is evolving, pushing new boundaries, and Fractal Bitcoin just went live, kicking up its own cloud of dust.