Strategy turned the corporate Bitcoin treasury into a public-market spectacle, but the move is arguably better suited to private businesses. Scott Marmoll of Capital B Advisory walks through how a private owner actually does it: custody, board buy-in, fair-value accounting, and the exit.
Institutions want a post-quantum roadmap for Bitcoin by 2029. Sitting around a table at Pubkey, Ryan Gentry, Thomas Pacchia, and Christian Langalis sort the real engineering, BIP-360 and the BIP-361 freeze debate, from the FUD, and land on a familiar answer: the cryptographers will figure it out.
The $5 wrench attack is the one threat a hardware wallet alone can't solve. Bitkey's Max Guise on what actually protects your bitcoin when someone shows up at your door: privacy, distributed keys, and a time-lock vault that makes your coins un-moveable long enough that hostage-taking stops paying.
Nicolas Hulscher walks through the vaccine-injury research his foundation keeps producing, persistence years out, a cancer signal in the CDC's own data, and the childhood schedule, plus the peer review cartel that keeps it all out of the journals that count.
Luke Gromen returns to lay out the trap: the deficit can't be cut without triggering a depression, so the Fed will end up capping bond yields by printing into an inflation spike. Plus the Hormuz supply shock, AI eroding the tax base, and why gold is leading the exit with Bitcoin behind it.
Joe Consorti walks through the K-shaped economy the money printer built: stocks at record highs while sentiment hits a record low, a Fed boxed in by a trillion-dollar interest bill, stimulus checks he expects back, and the game theory that ends with the US printing money to buy Bitcoin.
Fund manager John Tinsman screens for the highest-growth, lowest-marginal-cost companies on the market, and his read on AI is blunt: the data-center economics are some of the best he has seen, the token shortage is the real story, and the build-out is barely a year into a decade-long cycle.
Pablo Antonio and DC Posch spent months at San Francisco farmers' markets documenting how food-stamp fraud quietly funds the fentanyl trade. Their conclusion is uncomfortable: the NGO complex built to help addicts has an incentive to keep them addicted. Plus the case for rebuilding a beautiful city.
Strategy turned the corporate Bitcoin treasury into a public-market spectacle, but the move is arguably better suited to private businesses. Scott Marmoll of Capital B Advisory walks through how a private owner actually does it: custody, board buy-in, fair-value accounting, and the exit.
Institutions want a post-quantum roadmap for Bitcoin by 2029. Sitting around a table at Pubkey, Ryan Gentry, Thomas Pacchia, and Christian Langalis sort the real engineering, BIP-360 and the BIP-361 freeze debate, from the FUD, and land on a familiar answer: the cryptographers will figure it out.
The $5 wrench attack is the one threat a hardware wallet alone can't solve. Bitkey's Max Guise on what actually protects your bitcoin when someone shows up at your door: privacy, distributed keys, and a time-lock vault that makes your coins un-moveable long enough that hostage-taking stops paying.
Nicolas Hulscher walks through the vaccine-injury research his foundation keeps producing, persistence years out, a cancer signal in the CDC's own data, and the childhood schedule, plus the peer review cartel that keeps it all out of the journals that count.
Luke Gromen returns to lay out the trap: the deficit can't be cut without triggering a depression, so the Fed will end up capping bond yields by printing into an inflation spike. Plus the Hormuz supply shock, AI eroding the tax base, and why gold is leading the exit with Bitcoin behind it.
Joe Consorti walks through the K-shaped economy the money printer built: stocks at record highs while sentiment hits a record low, a Fed boxed in by a trillion-dollar interest bill, stimulus checks he expects back, and the game theory that ends with the US printing money to buy Bitcoin.
Fund manager John Tinsman screens for the highest-growth, lowest-marginal-cost companies on the market, and his read on AI is blunt: the data-center economics are some of the best he has seen, the token shortage is the real story, and the build-out is barely a year into a decade-long cycle.
Pablo Antonio and DC Posch spent months at San Francisco farmers' markets documenting how food-stamp fraud quietly funds the fentanyl trade. Their conclusion is uncomfortable: the NGO complex built to help addicts has an incentive to keep them addicted. Plus the case for rebuilding a beautiful city.
Investor Jordi Visser returns to argue the entire US economy is now an AI trade: stocks are carrying consumption, the agentic era turned tokens into a chips-and-energy commodity, and the real risk is bottlenecks, not a credit freeze. Plus why crypto becomes the settlement layer for all of it.
SemiAnalysis coined 'Dark Output': real AI economic value that GDP cannot see. $1.5T in exposed labor. Junior workers vanishing from data while wages rise. The incoming Fed Chair admits the instruments are broken.
Gemini 3 and Claude Opus 4.5 were trained on Google TPUs, not NVIDIA. Anthropic building 1+ GW of TPU capacity. Meta wants in. More competition means faster, cheaper AI for everyone.
Visser frames AI as a $90T buildout, not a bubble. 97% of returns from AI sectors. His scarcity portfolio: silver, copper, Bitcoin. Plus Cube, BIP324, Hormuz mines.
Washington banned a US central bank digital currency, then quietly built its surveillance twin out of private stablecoins that freeze, block, and report by law. Here's the documented record of how the digital dollar arrived without a CBDC, and what still defends against it.
Asian LNG surged 97%. Refineries cut 6M bbl/day. The IEA calls Hormuz the greatest threat to global energy security in history. Two central banks are hiking into it.
