Your signal. Your price.
Samani says GeoNet has an $11M annual run rate, growing 3x year-over-year, and uses 80% of revenue to buy back its GEO token on the open market. The network's fully diluted valuation is approximately $150M.
The IMF urged Nepal to monitor crypto closely despite a 2021 ban, noting crypto inflows briefly exceeded 13% of GDP in 2021 and climbed back toward 8% in 2024, with stablecoins making up a growing share.
The Independent Community Bankers of America launched an ad campaign against the Clarity Act's stablecoin reward language, arguing it draws deposits from traditional banks, while crypto advocates call it a fight against competition.
Nakamoto repaid $45M in debt by selling approximately 600 Bitcoin and related derivatives, generating $48M in net proceeds and reducing its Bitcoin treasury to 4,467 BTC.
David Bennett observes that current geopolitical and market confusion, where asset prices react counterintuitively to events like bombing Iran, makes Bitcoin appear as a potential hedge against market irrationality, not just inflation.
Bennett argues the difficulty of educating people about Bitcoin has increased due to a pervasive 'fog' of unreliable information, geopolitical tension, and economic anxiety, making focused learning nearly impossible for many.
On uranium, McDonald highlights a 2027-28 supply deficit exacerbated by producer overpromising on timelines and a 'brain drain' of talent to AI and Bitcoin mining, making the commodity attractive before miners.
Zach Perret believes crypto's mainstream future lies in convergence with core financial services, like USDC checking accounts, rather than purely decentralized models.
Plaid signed a $5B+ acquisition deal with Visa in January 2020, but the deal collapsed a year later after DOJ investigation and fintech's Covid-era boom.
Plaid launched a modern credit score called Lens Score based on income, expenses, and free cash flow instead of just long-term repayment history.
Groman views falling gold and Bitcoin prices as a leading indicator for risk assets, signaling that equities will follow unless the Fed injects massive liquidity soon, which he doubts will happen.
Botanics, a Bitcoin scaling network, is shutting down after four years, citing weak demand for Bitcoin DeFi. The team says most users treat Bitcoin as a reserve asset rather than something for frequent on-chain applications.
Bitcoin price was $61,870 with a market cap of $1.24 trillion. The network hash rate is 862 exahashes per second, and there are 20,040,807.4 Bitcoin in circulation.
Michael Saylor and critic Matthew Crater debated whether MicroStrategy's latest capital raise was dilutive. Saylor argues it was accretive when including new cash reserves, while Crater points to a decline in the firm's 'BTC yield' metric.
Early Austrian economists dismissed Bitcoin due to a lack of computer science understanding and an assumption that digital resistance against the state was impossible.
Cypherpunks historically failed to consider praxeology in their system designs, while Austrian economists overlooked building unstoppable systems as an alternative to political lobbying.
Bitcoin's on-chain privacy is architecturally limited, but CoinJoin and the Lightning Network provide effective solutions. Shielded client-side validation represents the future for unstoppable anonymity.
Pais proposes a standard for QR-based signing payloads to improve air-gapped workflows for Miniscript wallets, addressing issues like multi-wallet support on a single device and descriptor selection during PSBT signing.
Adi Man's MCCV proof-of-concept uses only CTV or Template Hash to build a reactive vault, where pre-computed transaction trees let users claw back funds if hot keys are compromised, trading script complexity for security.
The MCCV design requires duplicating the vault's state machine to avoid cycles in CTV, making computation intensive; a vault supporting a million operations can take tens of minutes to pre-compute.
Adi Man suggests CheckSigFromStack could enable cyclical state machines in vaults without massive pre-computation, reducing states from millions to hundreds, but introduces concerns about deleted keys and key reuse.
Roastbeef proposes upgrading BIP324's encrypted transport with post-quantum MLKEM, debating hybrid versus pure PQ key exchange and methods to maintain traffic indistinguishability from random bytes.
Murch argues PQ upgrades for peer-to-peer traffic like BIP324 are easier than on-chain consensus changes, as they are not space-constrained and allow new protocol versions, though man-in-the-middle attacks remain a simpler threat than decrypting.
Roastbeef outlines a post-quantum Lightning design requiring multiple cryptographic primitives - MLKEM for transport, MLDSA for off-chain signatures, SLHDSA for on-chain scripts - since no single PQ solution replaces ECC's multifunctional node key.
Jeremy Rubin argues BIP54's ban on 64-byte stripped transactions blocks future use cases like time-locked miner donations, pay-to-anchor outputs, transaction sponsorship, and post-quantum key reuse schemes.
AJ counters that proposed 64-byte use cases can be padded with an OP_NOP to become 65 bytes, avoiding the ban, and many are economically equivalent to anyone-can-spend outputs.
A Bitcoin Core fix prevents session ID collisions when running 'walletprocesspsbt' twice for Musig2 nonce generation, now incorporating the public nonce hash into the session ID to allow retries without failure.
Bitcoin Core now allows migration of pre-2011 legacy wallets that lack a best block locator record, requiring a full chain rescan to find relevant transactions.
LND removes support for creating Tor v2 onion services, which have been obsolete since October 2021, though it retains ability to verify and rebroadcast old peer announcements containing such addresses.
A RustBitcoin fix enforces that a block's coinbase input must contain the 32-byte witness reserved value if the coinbase output includes a witness commitment, even if the block has no SegWit transactions.