The hottest Bitcoin Substack posts right now

And their main takeaways
Category
Top Technology Topics
Erasmus’s Newsletter 0 implied HN points 08 Apr 23
  1. Bitcoin has a built-in path to $1 million and beyond, presenting a strong case for becoming the world's reserve currency.
  2. Corporate adoption is crucial for Bitcoin's widespread acceptance and transition into a global reserve currency.
  3. Bitcoin 2.0 introduces the SAT as a currency, aiming to disrupt the current monetary system and address key issues like inflation and currency value.
Coin Metrics' State of the Network 0 implied HN points 27 Jun 23
  1. Bitcoin's dominance in the digital assets market is at 58%, the highest since April 2021.
  2. Bitcoin's market cap of $590B is significantly higher than the aggregate market cap of other assets in the cryptocurrency universe.
  3. Ethereum continues to track Bitcoin closely, maintaining a significant lead in the smart contract platform sector.
muk’s Newsletter 0 implied HN points 16 Sep 23
  1. Bitcoin may be under a possible 51% attack, which can provide attackers with the power to reverse transactions and control block production.
  2. Understanding the basics of Nakamoto Consensus helps in comprehending the vulnerability to 51% attacks in Bitcoin and the importance of hashpower in the network.
  3. A 51% attacker can aim to gain 100% control over block rewards by manipulating block production and slowly squeezing out other miners, posing a threat to the open nature of the network.
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DarthCoin’s Bitcoin Guides 0 implied HN points 08 Jan 24
  1. Start your Bitcoin education by reading the Bitcoin Whitepaper and 'The Bitcoin Standard'. Attend Bitcoin meetups to learn more.
  2. Choose a secure Bitcoin wallet carefully and store your wallet seed in a safe place.
  3. Always prioritize self-education in Bitcoin and be cautious of scams. Trust yourself, verify everything, and maintain control over your own finances.
Reverie by Daniel Cawrey 0 implied HN points 06 Mar 24
  1. Crypto has massive potential but has not yet succeeded as electronic cash, which is one of its original purposes.
  2. Bitcoin's value being at all-time highs leads people to hold onto it rather than spending, creating a barrier to being used as cash.
  3. Although cryptocurrency cannot currently function effectively as cash, it still holds promise for the future.
Joshua Gans' Newsletter 0 implied HN points 26 May 18
  1. Eric Budish's paper highlights a potential contradiction at the core of 'proof of work' schemes supporting cryptocurrencies like Bitcoin.
  2. The economic viability of Bitcoin in the long term is based on short-term enforcement mechanisms, which could pose challenges as Bitcoin becomes more economically significant.
  3. The use of specialized ASIC chips for mining may increase Bitcoin's robustness against attacks, but it challenges the democratic philosophy initially associated with Bitcoin.
Joshua Gans' Newsletter 0 implied HN points 20 Dec 17
  1. Bitcoin's value is subjective and relies on what people believe it's worth, creating uncertainty in determining its true value.
  2. Theories suggest Bitcoin could replace gold as a store of value and possibly reach a value of $47,755 or $38,000 per Bitcoin if it were to happen.
  3. Another theory proposes Bitcoin as a USD substitute, potentially reaching a value of $100,000 per Bitcoin if it becomes the world's reserve currency.
Joshua Gans' Newsletter 0 implied HN points 17 Dec 17
  1. Bitcoin mining consumes a significant amount of energy due to the proof of work mechanism, leading to high resource costs.
  2. The cost of running the Bitcoin network has drastically increased over time, surpassing the GDP of many countries, with no clear end in sight until around 2032 when the cap of 21 million Bitcoins is reached.
  3. Alternative cryptocurrencies with less energy-intensive mechanisms may eventually replace Bitcoin through competition, but for now, the excessive energy consumption continues.
Joshua Gans' Newsletter 0 implied HN points 08 Dec 17
  1. Bitcoin is the first purely digital bubble, making it different from previous bubbles that involved paper assets.
  2. Bitcoin's global accessibility allows anyone from anywhere to purchase it without needing traditional financial infrastructure.
  3. Although bitcoin transactions have low entry costs, they are slow and result in high transaction fees, indicating potential risks of speculation.
Joshua Gans' Newsletter 0 implied HN points 24 Dec 13
  1. Money is a platform where value transmission depends on belief and agreements among people. Stability and acceptance are crucial for efficient transactions.
  2. Bitcoin's stability as a payments platform is weak, but it offers potential benefits for wealth storage and operating outside government surveillance.
  3. Bitcoin's innovation as a payments platform, especially its programmable nature, is significant and revolutionary in the world of monetary economics.
Links I Would Gchat You If We Were Friends 0 implied HN points 01 Dec 14
  1. Winter holidays kick off with a surge in online shopping, despite potential misleading deals.
  2. The White House decorated digitally, Bitcoin enthusiasts hacked Disney World, and film retouching exposes Hollywood secrets.
  3. Online connections may not replace real connections; varied news blurbs introduce quirky topics from private jets for pets to left-handedness.
Miner Weekly 0 implied HN points 25 Apr 24
  1. Bitcoin's hashprice surged post-halving due to soaring transaction fees linked to the Rune protocol.
  2. Despite an initial surge, the average block fees have subsided, causing the hashprice to drop below pre-halving levels.
  3. Miner operators were able to profit substantially from the fee market volatility following the halving, with significant increases in collected fees.
Miner Weekly 0 implied HN points 18 Apr 24
  1. Bitcoin's mining difficulty has increased significantly over the past four years, making mining 5.36 times harder with an average hashrate increase from 115 EH/s to 640 EH/s.
  2. The daily block subsidies in Bitcoin will halve from 900 BTC to 450 BTC after the upcoming halving, potentially leading to a rise in transaction fees as a percentage of block rewards.
  3. The reshuffle of Bitcoin mining pools over the years reflects a shift from China-based pools to North American ones, indicating a consolidation and institutionalization of mining activities.
Miner Weekly 0 implied HN points 02 Oct 23
  1. Bitcoin mining stocks saw a sharp decline of about 50% in Q3, outperforming bitcoin and Nasdaq.
  2. Volatility in mining stocks coincided with equity financing by public mining companies to fuel growth.
  3. Potential in mining stocks lies in choosing operations with low costs, high efficiency, a strong balance sheet, and a track record of delivering on promises.
Miner Weekly 0 implied HN points 18 Sep 23
  1. Core Scientific is resolving $330 million in claims by reaching agreements with hosting clients, paving the way for its bankruptcy exit.
  2. Part of Core's settlement plan involves sharing net mining profits with clients and selling assets like the Cedarvale site to settle debts.
  3. The decline in Core's market share of Bitcoin production this year is attributed to increased competition and operational expansions by rivals.
Miner Weekly 0 implied HN points 05 Jul 23
  1. Bitcoin miners are engaging in an efficiency race, upgrading equipment and optimizing operations in preparation for the upcoming halving in 2024.
  2. Companies like Riot and CleanSpark are making significant investments in mining equipment to improve efficiency and stay competitive in the market.
  3. The decrease in Bitcoin's hashprice since 2022 has created uncertainties around the next halving, putting pressure on miners to enhance efficiency and lower costs.
Miner Weekly 0 implied HN points 12 Nov 22
  1. Bitcoin miners may face challenges with profitability if the price of BTC drops below $14,000.
  2. The concept of Hashcost is introduced, showing the raw cost a mining fleet would incur in 24 hours to produce 1 PH/s of hashrate at different energy rates.
  3. Public mining companies could be operating at close to zero or negative gross margins as bitcoin trades around their break-even levels.
Miner Weekly 0 implied HN points 10 Jul 22
  1. Many mining companies sold a large amount of BTC in June but still hold significant amounts on their balance sheets.
  2. Bitcoin's mining difficulty has decreased slightly recently, allowing existing miners to potentially earn a larger share in the upcoming weeks.
  3. Important developments in the mining industry include companies like Core Scientific selling a substantial amount of Bitcoin, while some like Hut8 continue to hodl all mined BTC.
Thái | Hacker | Kỹ sư tin tặc 0 implied HN points 02 Jan 21
  1. Bitcoin has crossed $33K, just 17 days after passing $20K, indicating a rapid increase in value.
  2. Despite altcoins like XRP struggling, Ethereum is predicted to be accepted as digital silver by institutions, with the launch of ETH futures on CME in February.
  3. The rise of DeFi as an alternative to ICO scams allows for borrowing and lending through smart contracts, offering opportunities for yield farming and liquidity mining.
Thái | Hacker | Kỹ sư tin tặc 0 implied HN points 05 Dec 15
  1. The deadline for submitting papers to TetCon 2016 is approaching, and the committee is providing feedback to the submissions.
  2. There are 13 submissions so far, with a mix of Vietnamese and foreign participants, but more sign-ups are needed to avoid cancelling the training program.
  3. Attendees have the chance to learn about Bitcoin, Windows kernel reversing, and crypto at a competitive price compared to other conferences.
Thái | Hacker | Kỹ sư tin tặc 0 implied HN points 03 Jan 15
  1. The TetCon Saigon 2015 event featured topics on web security, Bitcoin, and software vulnerabilities.
  2. Speakers discussed innovative projects and tools related to anonymous messaging, cryptocurrency, and reverse engineering.
  3. The event catered to a variety of interests, from earning money through security loopholes to analyzing malware targeting activists.
Coin Metrics' State of the Network 0 implied HN points 26 Nov 24
  1. MicroStrategy has a unique investment strategy focused on Bitcoin, holding a huge amount of it, which makes them the largest corporate holder of Bitcoin worldwide.
  2. They finance their Bitcoin purchases by using convertible bonds, allowing them to borrow money at low costs to buy more Bitcoin.
  3. While their approach has been successful, it carries risks due to Bitcoin's price volatility and the high valuation of MicroStrategy's stock compared to its Bitcoin assets.
Coin Metrics' State of the Network 0 implied HN points 12 Nov 24
  1. Bitcoin trading was super active during and after the election, reaching new highs in value.
  2. Options markets showed strong focus on call options, indicating that traders are feeling very positive about Bitcoin's future price.
  3. Implied volatility dropped sharply after the election, suggesting that uncertainty has decreased and traders expect more stability ahead.
Coin Metrics' State of the Network 0 implied HN points 31 Dec 24
  1. Bitcoin saw significant changes this year, especially with the launch of spot bitcoin ETFs and a major halving event, which affected miner revenues and the overall ecosystem.
  2. Ethereum is evolving with its modular structure, increasing staking opportunities, and upgrades like Dencun, making transactions more scalable and efficient.
  3. The stablecoin market grew tremendously, with new players entering the space, while decentralized exchanges became essential for trading and providing liquidity in the crypto landscape.
Coin Metrics' State of the Network 0 implied HN points 24 Dec 24
  1. 2024 was a big year for crypto, highlighted by Bitcoin ETFs launching and Bitcoin's price soaring to over $100K. It showed a strong recovery from the previous crypto winter.
  2. Meme coins and stablecoins gained much popularity, with stablecoins being used more globally for payments and financial services. This shift indicates their growing importance in the financial system.
  3. The U.S. presidential election boosted crypto markets due to pro-crypto policies, leading to record institutional interest and optimism for the future. Yet, some regulatory uncertainties are still present.
Coin Metrics' State of the Network 0 implied HN points 21 Jan 25
  1. In the past year, Bitcoin ETFs have gathered a lot of money, reaching about $115 billion in assets. This shows strong interest from both individual and institutional investors.
  2. BlackRock's Bitcoin ETF is leading the pack, holding around 540,000 BTC, while Grayscale has seen a drop in its holdings. This shift indicates a trend towards lower-cost investment options.
  3. Bitcoin ETFs are changing how people invest in crypto, making it more mainstream. They also help support the demand for Bitcoin, which in turn influences its price movements.
Coin Metrics' State of the Network 0 implied HN points 03 Jun 25
  1. Tokenized Bitcoin like WBTC and cbBTC makes Bitcoin useful across different blockchain networks. This helps people use Bitcoin in various ways, not just as a store of value.
  2. WBTC is the biggest wrapped Bitcoin option, but cbBTC is quickly gaining popularity, especially on platforms like Base and Solana. Together, they have significant activity in decentralized finance (DeFi).
  3. These tokenized Bitcoins allow users to engage in trading and lending without selling their actual Bitcoin. They open up new financial opportunities while also involving some risks related to how they are managed.