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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @Travis_Kling
3/ The next day, I had join me on The Breakdown to discuss what this price action suggests in the ongoing debate about to what extent bitcoin is acting like a safe haven in times of geopolitical turbulence.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
4/ For those interested in more of this, Travis also explained on the pod last year about *HOW* bitcoin could plausibly become a safe haven, not based on ideology but simply based on rational market actors behaving as you might expect
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
5/ Beyond bitcoin in the macro environment, another theme across this week was regulatory action and regulatory arbitrage. In advance of a deposition with the SEC, Telegram announced that TON would NOT be integrated with their messenger
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @twobitidiot
6/ had an interesting take on the Telegram situation, writing that, interestingly, the presence of the tech-corporate coins was benefiting Ethereum & Bitcoin, while also predicting more protocol M&A to come
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
7/ Speaking of the SEC, their Office of Compliance Inspections and Examinations (sexy name, I know) announced their priorities for crypto in 2020 - which were significantly more extensive than last year’s edition.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
8/ Still, the most significant regulatory news came from Europe. As the “Fifth Anti-Money Laundering Directive” (aka AMLD5) does into effect, crypto co’s are picking up and leaving with worry of the information and monetary costs of compliance.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
9/ And then, of course, there’s China, where the People’s Bank of China this week published a paper saying that the “top-level” design of their digital currency is complete. Whatever the truth, it’s clear China *wants* to be seen as ahead in this race
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @Lagarde
10/ There’s no doubt, however, that Libra and China have awakened the attention of other global economic leaders. European Central Bank President again commented on their explorations around a digital currency
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @GitaGopinath @FT
11/ In other parts of the European central banking establishment, there is more skepticism. IMF chief Economist wrote in last week that the key feature of reserve currencies isn’t technology or features but institutions and trust
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
12/ Over in the bitcoin realm, there was ongoing conversation about bitcoin and the halvening. Seeing one too many shitty arguments using a half-baked version of EMH or the Efficient Market Hypothesis, he dropped this primer.
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Nathaniel Whittemore
13/ Oh, you’re lazy and don’t want to spend the 29 minutes reading Nic’s piece? It’s cool. has you covered.
08:13 - 12. sij 2020.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @KyleSamani
14/ is less interested in EMH theory but suggests the halvening is “objectively bullish” due to 1) issuance cut in half; 2) increasing ease of big capital to enter; 3) lack of price sensitivity of big capital
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nwoodfine
15/ Jumping back to Iran and bitcoin in the macro context, one question some have had is “how useful is bitcoin as if the internet can just be shut off?” explains all the work going into addressing that question
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @brian_trollz
16/ Three more quick things on bitcoin. First, 2020 predictions may be winding down, but if you’ve got just a little more attention, check out this multi-part series by . There is a *ton* to churn through here
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @Bquittem
17/ Second, is back with a very cool project cataloguing all of the prominent folks from across industries and domains who are quietly (or not so quietly) bit coiners
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @BrookeRStoddard
18/ Third, this thread last night from snuck in just as I was prepping LRS. Titled “Why I Invest In Bitcoin,” this is a great primer that one could use when chatting with their interested (or skeptical) friends and fam
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @CamiRusso
19/ Let’s shift over to the Ethereum world for just a minute, where there were a couple of really interesting conversations. First, check out the responses to ’s questions about a DeFi passive income experiment
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @AlexMasmej @tayvano_
20/ Speaking of experiments, one of the predictions I heard a lot for 2020 was DeFi experimenting with undercollateralized loans. wrote about this while is skeptical
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @sassal0x @lrettig
21/ I loved this discussion kicked off by about “actual ETH bear theses.” It reminds me of a similar thread from last year. I think this sort of community self-analysis is really valuable.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @teo_leibowitz
22/ Finally, a fascinating discussion kicked up by on why we haven’t yet seen an ETH Silk Road?
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @nlw
23/ Like I said at the beginning, this was an interesting week with little glimpses of lots of the narratives competing for our attention in 2020. But let’s close with something extra cool...
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @SDinwiddie_25 @arjunblj
24/ After having to fight like hell, has pushed through the tokenization of his NBA contract. argues that it is the continuation of a larger trend of people affiliating with players over teams.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @SDinwiddie_25 @RussellOkung
25/ Between and , it’s increasingly looking like many folks in the mainstream are going to have their first exposure to bitcoin and crypto via a sports hero, rather than some ICO or other. This is a very good thing.
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @SDinwiddie_25 @RussellOkung
26/ And on that positive note, we wrap! As always, you can get LRS via email
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Nathaniel Whittemore 12. sij
Odgovor korisniku/ci @coindesk
27/ For more bitcoin and crypto analysis everyday, subscribe to The Breakdown podcast! Catch it everyday on or subscribe via your favorite podcast app
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