The Breakdown

First Trump threatened tariffs. Then China devalued the Yuan. Then Trump declared China to be currency manipulators. Then stonks went down while orange coin went up. Then everyone asked: "is Bitcoin the new safe haven asset?" For the last two days, this has been the conversation. It is a culmination of months of convergence between the Bitcoin hedge narrative and the global macro paradigm shift narrative. This special edition of 3@3 goes deep on what happened and why it matters. 

Watch: https://www.youtube.com/nathanielwhittemorecrypto

First Trump threatened tariffs. Then China devalued the Yuan. Then Trump declared China to be currency manipulators. Then stonks went down while orange coin went up. Then everyone asked: "is Bitcoin the new safe haven asset?" The last two days, are a culmination of months of convergence between the Bitcoin hedge narrative and the global macro paradigm shift narrative. This special edition of 3@3 goes deep on what happened and why it matters. 

Watch: https://www.youtube.com/nathanielwhittemorecrypto

A key theme from last week's Senate Banking Committee hearing was the sense that, like it or not, cryptocurrency was an inevitable force. On this top 5 summary of Long Reads Sunday, we look at that plus how the global macro narrative is converging with Bitcoin, why the internet hasn't evolved in a way that is free and open (and how that could change) and why digital privacy is the political issue of our time. 

Watch: https://www.youtube.com/nathanielwhittemorecrypto

A key theme from last week's Senate Banking Committee hearing was the sense that, like it or not, cryptocurrency was an inevitable force. On this top 5 summary of Long Reads Sunday, we look at that plus how the global macro narrative is converging with Bitcoin, why the internet hasn't evolved in a way that is free and open (and how that could change) and why digital privacy is the political issue of our time. 

Watch: https://www.youtube.com/nathanielwhittemorecrypto

The Q2 crypto data reports are in, so on this special edition we’re breaking down the most interesting trends. We cover: asset performance; network activity in Bitcoin and Ethereum; the “non-correlated” narrative in Bitcoin and BTC’s relative narrative strength; the state of dapps and DeFi; IEO and exchange token performance; the impact of regulatory action; the decline of VC activity; the rise of competitive smart contract platforms; and finally end on a new emerging narrative: halving skepticism! Thanks to CoinMetrics, Circle Research and Delphi Digital for all their great work.    Video: https://www.youtube.com/nathanielwhittemorecrypto

The Q2 crypto data reports are in! We cover: asset performance; network activity in Bitcoin and Ethereum; the “non-correlated” narrative and BTC’s relative narrative strength; the state of dapps and DeFi; IEO and exchange token performance; the impact of regulatory action; the decline of VC activity; and finally end on a new emerging narrative: halving skepticism! Thanks to CoinMetrics, Circle Research and Delphi Digital for all their great work. 

Video: https://www.youtube.com/nathanielwhittemor

It was the two year anniversary of UASF (and the BCH chain split from BTC), which marked a significant moment in the history of Bitcoin. In short, the culmination of the block size war demonstrated the relative power of the distributed network of individuals running nodes over huge mining and exchange interests. In this 3@3, we look at that, as well as a new struggle around dev funding in Zcash as well as some recent examples of crypto in the wild. 

Note: the video clip is from Stacy Herbert and Max Keiser's To The Moon, and features Vortex. 

Watch the video: https://www.youtube.com/nathanielwhittemorecrypto

It was the two year anniversary of UASF, a significant moment in the history of Bitcoin. The culmination of the block size war demonstrated the relative power of the distributed network of individuals running nodes over huge mining and exchange interests. In this 3@3, we look at that, as well as a new struggle around dev funding in Zcash as well as crypto in the wild. 

Feat: Stacy Herbert/Max Keiser's To The Moon w/ Vortex. 

Video: https://www.youtube.com/nathanielwhittemorecrypto

The Fed cut interest rates today for the first time in Bitcoin's life. This move is interesting directly because lower rates lead to more money in the markets. It's interesting symbolically as it represents a major narrative evolution where financial markets are actively discussing Bitcoin and not the other way around. We also look at IEO performance a few months into the phenomenon and do a quick roundup of funding and M&A action - it's all infrastructure and base layer protocols. 

Watch the original at https://www.youtube.com/nathanielwhittemorecrypto

The Fed cut interest rates today for the first time in Bitcoin's life. This move is interesting because it represents a major narrative evolution where financial markets are actively discussing Bitcoin and not the other way around. We also look at IEO performance a few months into the phenomenon and do a quick roundup of funding and M&A action - it's all infrastructure and base layer protocols. 

Watch the original at https://www.youtube.com/nathanielwhittemorecrypto