21st Capital

21st Capital

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21st Capital episodes

  • BG#15 - Ark deep-dive with moonsettler

    This episdoe is a slightly-abridged version of deep-dive discussion on Ark with moonsettler on Twitter.
    Here's the link to the full space: https://twitter.com/i/spaces/1DXxyveDnyVKM?s=20

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 - Intro
    04:11 - Chaumian e-cash mints
    06:12 - the Ark's genesis
    9:01 - Lightning's limitations
    15:53 - Ark and Lightning compatibility
    24:18 - the risk of dust amounts getting stuck
    33:03 - fees on Ark
    41:16 - OP_CTV
    45:44 - How CTV works
    49:06 - difference between CTV and covenants in general
    52:58 - pegging in and out mechanisms
    58:09 - how vulnerable are ASPs
    1:02:48 - interoperability between Ark on the mainchain and Ark on Liquid
    1:06:06 - Getting on Ark (uplifting)
    1:16:49 - getting off Ark
    1:52:19 - Are Ark and hardware wallets interoperable?
    1:58:52 - watchtowers equivalent in Ark
    02:10:27 - multi-party payments
    02:12:03 - onchain presence in Ark vs. Lightning
    02:16:16 - advantages of size for ASPs
    02:22:01 - high fees motivating Ark implementations
    02:26:23 - Ark's state of development
    02:36:47 - risk of centralization
    02:49:27 - Ark vs. Liquid comparison
    02:51:51 - privacy nuances
    02:57:34 - the tarpit concept
    03:09:23 - Concluding thoughts
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    Follow moonsettler: ⁠https://twitter.com/4moonsettler⁠


    3 hr 14 min
  • SPECIAL: 30 - The Smart Vault: 21st Capital's Groundbreaking Bitcoin Custody Solution

    Discover the Smart Vault, a technology that makes Bitcoin self-custody possible for everyone and makes losing your Bitcoin impossible!

    21st Capital's Smart Vault is a state-of-the-art, layered multi-signature setup designed with automatic on-chain backups and a built-in inheritance plan. In this session, you'll learn how the Smart Vault enhances Bitcoin self-custody, addressing the security, flexibility, and peace of mind that today's custodial solutions often lack.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 - Introduction & Agenda
    02:23 - Meet the CEO: Introduction to 21st Capital’s Smart Vault
    10:40 - Bitcoin's Self-Custody Design
    13:40 - Research: Why People Are Hesitant About Self-Custody
    18:00 - Current Self-Custody Limitations: Single-Sig, Multi-Sig, Collaborative Custody
    23:55 - 21st Capital’s Layered Security Architecture
    25:58 - Introducing the Smart Vault: Self-Custody with Inheritance Planning
    33:58 - What Enabled the Creation of the Smart Vault
    38:27 - Considerations for Using the Smart Vault
    42:12 - Comparing the Smart Vault to the Liana Wallet
    44:18 - Smart Vault’s Security Layers Explained
    45:17 - Can 21st Capital Access Your Bitcoin?
    47:03 - Setting Up Timelocks in the Smart Vault
    47:36 - Protocol Changes and the Smart Vault’s Future Resilience
    48:23 - Removing Barriers: Simplifying Self-Custody with the Smart Vault
    49:41 - Access Controls: Who Can Move Your Bitcoin with Recovery Keys?
    51:26 - Learn More About the Smart Vault + a Special Surprise!
    54:21 - Follow 21st Capital for Updates

    57 min
  • 29 - Power Law Update with Giovanni Santostasi

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    21stcapital.com

    1 hr 53 min
  • 28 - Best Bitcoin Data Show E05

    Bitcoin Data, Analytics, Valuation Modes, and More.
    21stcapital.com
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    1 hr 7 min
  • 27 - Bitcoin Quants: Measuring New Bitcoin Investor Sentiment

    We examine the sentiment of Bitcoin short-term holder, their likelihood to sell, and the strength of the recent price pump via onchain data.

    ---------------------------------------------------------------------------------------Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future: https://21stcapital.com/youtube

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    https://21stcapital.com/

    59 min
  • 26 - Bitcoin Pump, Model Updates, MSTR Value – Best Bitcoin Data Show 04

    We cover the Bitcoin pump, Bitcoin valuation model update, and MicroStrategy price.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    https://21stcapital.com/

    1 hr 21 min
  • 25 - Bitcoin vs. Gold with Matthew Mežinskis - Best Bitcoin Data Show 03

    Which one is a better hedge against inflation? Is Bitcoin going to make you rich or gold? Which one just holds your head above the water, and which one takes you to the moon?

    Today, we have Matthew Mežinskis on the Best Bitcoin Data Show and dive deep into comparing gold vs. Bitcoin, macro and money supply.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    04:10 Gold Is Exponential, Bitcoin Is a Power Law
    07:39 Bitcoin 600K Dollars by the End of 2030
    08:28 Bitcoin to Flip Gold's Market Cap
    12:56 Gold Does Not Gonna Make You Rich
    13:41 Bitcoin is 4-5 Times Better than Gold
    15:08 The Bitcoin Power Trend
    16:23 Bitcoin Price after Inflation Correction
    32:19 Bitcoin Price Volatility
    39:53 Bitcon "Price-to-Sales" Ratio - Bitcoin Mining Revenue
    51:42 Bitcoin Power Law Stabilization
    59:18 Basic Power Law 'Fair Value" Statistics for Bitcoin
    01:12:12 Slope of Bitcoin Power Law and Pseudo R2 vs. Percentile
    01:18:06 Never Below 60K per Bitcoin Again
    01:24:07 Don't Risk Selling Bitcoin
    01:31:39 Where to Follow Matthew Mežinskis
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    Follow Matthew Mežinskis and his work:
    https://www.porkopolis.io/
    https://x.com/1basemoney

    1 hr 34 min
  • 24 - Quantifying the Impact of Bitcoin ETFs on the Market & Comparison with Ethereum ETFs

    In this video Zi, Glassnode's Senior Analyst, helps us quantify the Impact of Bitcoin ETFs on the Market & compare them with Ethereum ETFs.

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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 Highlight
    00:31 Teaser
    00:38 Introduction
    02:51 Latest ETF Stats
    10:39 Significance of ETF Flows
    13:37 ETFs’ Cost Basis
    18:33 ETFs vs. Miners
    23:45 Bitcoin Capital Flows
    28:45 ETFs = 5%
    29:37 Bitcoin vs. Ethereum ETF Capital Flows
    35:19 Comparison Summary
    36:30 Transition
    38:25 Review
    40:03 Ending

    42 min
  • 23 - Best Bitcoin Data Show – E02 – Bitcoin Quantile Regression

    PlanC and Sminston join 21st Capital for an analysis of bitcoin price trajectory based on the Power Law and Quantile Regression models.
    A must-watch for anyone looking to understand Bitcoin price predictions through advanced statistical models.
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    Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
    https://21stcapital.com/youtube
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    00:00 - Intro
    02:38 - PlanC's Introduction
    04:36 - Robustness Analysis of Bitcoin Power Law Model
    05:43 - Sminston's Introduction
    07:52 - Applying Quantile Regression On The Bitcoin Power Law Model (PlanC)
    20:26 - Bitcoin Price Projection for November 2025
    30:20 - Bitcoin Price Predictions for November 2025 at Different Percentiles
    38:12 - Bitcoin Decay Channel Oscillator
    43:44 - Wrap-up: Bitcoin Price Hasn't Reached the Top Yet
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    https://21stcapital.com/

    51 min

About 21st Capital

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21stCapital - Bitcoin Custody and Analysis Consultation