In this episode of Navigating Bitcoin's Noise, I am joined by Joe Burnett who is an analyst with Blockware Solutions. In our discussion, we cover Bitcoin's mining properties, its volatility, and how that leads to an endless number of investors going down the rabbit hole for the first time.

We also discuss Bitcoin's hashrate, institutional mining operations, and the cash flow potential of Bitcoin mining. We look into why hedge funds and other institutional players see mining as a means to creating a mathematically defined set of cash flows on an asset that otherwise doesn't naturally offer this mechanism.

If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.


Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Joe Burnett
Twitter: @IIICapital
LinkedIn: https://www.linkedin.com/in/joe-burnett-ba6530a0/

In this episode of Navigating Bitcoin’s Noise, I am joined by Andy Edstrom a financial advisor and author of Why Buy Bitcoin. In our discussion, we cover the efforts it takes to get Bitcoin added as a position in the modern portfolio, how clients react to Bitcoin’s volatility, and we cover the recent Presidential Executive Order on Digital Assets.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: @kanemcgukin
Substack: https://kanemcgukin.substack.com/
LinkedIn: https://www.linkedin.com/in/kanemcgukin/

Andy Edstrom
Twitter: @edstromandrew
LinkedIn: https://www.linkedin.com/in/andrew-edstrom-cfa-cfp-2b369616/

In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Resources:
Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.x

The Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087

Finance: The History of Money - https://youtu.be/YCN2aTlocOw

Narrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299


Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com


Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Research: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Resources:
Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.x

The Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087

Finance: The History of Money - https://youtu.be/YCN2aTlocOw

Narrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299


Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com


Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Research: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Sawyer Miller. Sawyer is a tenured software executive that decided to journey into at home Bitcoin mining in his spare time. In this episode we discuss the process, pain points, learning, and joy that goes into setting up your own Bitcoin mining rig at home. Stay tuned until the end to find out the unexpected power and surprise of having the ability to mine monetary value.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: @kanemcgukin
Substack: https://kanemcgukin.substack.com/
LinkedIn: https://www.linkedin.com/in/kanemcgukin/

Sawyer Miller
LinkedIn: https://www.linkedin.com/in/sawyermiller/

In this episode of Navigating Bitcoin’s Noise, I am joined by Erfan Parvini who is founder of DEPS Capital. Erfan and I discuss how working in the hedge fund industry helped him understand the importance of thinking for himself. From this, he’s learned that success requires a process for building a framework around the sentiment and never-ending narratives in Crypto.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

In this episode of Navigating Bitcoin’s Noise, I am joined by Hassan Boyle who is a great teacher, truth seeker, and theological expert. Hassan and I discuss the importance of finding purpose, understanding value and the connections between Bitcoin and the principles taught in the Bible.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.


https://kanemcgukin.substack.com/
Twitter: https://twitter.com/kanemcgukin

https://www.bibleoptics.org/
Facebook: https://www.facebook.com/BibleOptics

In this episode of Navigating Bitcoin’s Noise, I am joined by Greg Foss, to discuss the impact of derivates and futures on Bitcoin. Greg shares his knowledge of credit trading, the shape of futures curves, and the bleed and costs involved with derivatives. We unravel the impact on Bitcoin spot markets as traditional players adopt Bitcoin futures, futures based products like the ETF BITO, or gain exposure to Bitcoin through the GBTC trust.

During our conversation, we discuss the potential for Bitcoin spot price suppression through the use of derivatives and cash settled futures as they are being more broadly adopted by traditional and broader market participants.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

https://kanemcgukin.substack.com/
Twitter: https://twitter.com/kanemcgukin

Twitter: https://twitter.com/FossGregfoss
Bitcoin is The Perfect Option: https://bitcoinmagazine.com/markets/why-bitcoin-is-the-perfect-option

In this episode of Navigating Bitcoin's Noise, I am joined by Lawrence Lepard, Managing Partner of Equity Management Associates. Larry shares knowledge from his long-tenured investment career that spans venture capital investing during the early ‘90s boom, investing in gold during the Great Financial Crisis, and his current experience investing in Bitcoin and Bitcoin companies.

During Bitcoin’s ascent, it has gained attention as being the 21st century’s version of digital gold. In our discussion, we unpack how governments and financial players have historically used derivatives, options, and other financial tools to suppress the price of gold and sound money assets like Bitcoin.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.


Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com/

Twitter: https://twitter.com/LawrenceLepard
https://www.ema2.com/
Quarterly Letters: https://www.ema2.com/quarterly-letters

In this episode of Navigating Bitcoin's Noise, I am joined by Trey Sellers of Unchained Capital. We discuss what Bitcoin teaches us about what money is, inflation, and trust. Trey explains the importance of managing your own private keys with cold storage, multi-sig, and some of the solutions that Unchained has to help individuals make self custody less complicated.

If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.

Twitter: @kanemcgukin
https://kanemcgukin.substack.com/

Twitter: @ts_hodl
https://unchained.com/