Data that matters
Non-productive resources are simple: their value is determined by demand vs. new supply (flow) + the dynamics of existing supply (stock).
The following three charts are 90% of what one needs to know about Bitcoin.
Learning resources
I am regularly asked about the best ways to learn about Bitcoin.
These are seven resources that balance clarity and brevity while appreciating the complexity of the topic. They are listed in the order most helpful to consume.
[1] The History of Money (2022) — 13 minute read
[2] The Bitcoin white paper (2008) — 14 minute read
[3] The Case for Digital Assets (2021) — 11 minute read
[4] Bitcoin Partner Update (2021) — 6 minute read
[5] An Institutional Investor’s Take on Cryptoassets (2017) — 64 minute read
[6] Bitcoin Macro Strategy (2021) — 60 minute video
[7] Bitcoin vs Gold (2021) — 116 minute video
Additional content
Adapt and Evolve (2022) — 113 minute podcast
The Potential of Blockchain Technology (2021) — 72 minute podcast
Principles for Dealing with the Changing World Order (2022) — 43 minute video
The Bullish Case for Bitcoin (2018) — 40 minute read
The Bitcoin Standard (2018) — 5-10 hour read
Data resources
Glassnode — on-chain data and intelligence
Developer Report — crypto developer activity
Token Terminal — fundamentals for crypto
Blockware Intelligence dashboard
Plan BTC — stock to flow models