Bitcoin-Only Signal
Your daily and weekly Bitcoin intelligence briefing.
Built for serious Bitcoiners: concise updates on market structure, macro forces, policy shifts, mining, and protocol-level developments.
Bitcoin-only. Signal over noise. Published daily and weekly.
Weekly Rundowns
Read latest weekly analysis →Podcast Hub
View podcast page →Latest Five Rundowns
Latest Three Podcast Episodes
What Bitcoin Did
The Bear Market Is Just Getting Started | Andy Edstrom — Andy Edstrom and Danny Knowles discuss why cyclical drawdowns can still coexist with a strengthening long-term Bitcoin thesis.
- Bear phases are often liquidity and sentiment events, not thesis invalidations.
- Volatility rewards position sizing and time-horizon discipline over prediction.
- Macro tightening can delay adoption narratives without reversing them.
- Patient capital tends to outperform reactive cycle-timing.
TFTC
Bitcoin Is About To Replace A $9.7 Trillion Market And Nobody Sees It Coming — Marty Bent and Jesse Shrader discuss Bitcoin’s expanding role in global store-of-value and collateral markets.
- Bitcoin is increasingly competing with legacy monetary assets.
- Capital rotation tends to accelerate as fiat credibility weakens.
- Self-custody remains the structural differentiator versus ETF-only exposure.
- Liquidity, not just ideology, drives adoption during stress cycles.
Stephen Livera Podcast
Monetizing the Megawatt with Robert Warren (SLP722) — Stephan and Robert Warren explore how Bitcoin mining converts stranded or mispriced energy into productive economic output.
- Mining monetizes surplus energy that would otherwise be curtailed.
- Cost-of-production narratives often miss demand-side market dynamics.
- AI and electrification are raising the premium on flexible load management.
- Bitcoin miners can support grid resilience while improving project economics.
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