Mainstream adoption versus mainstream absorption
If the past couple of weeks are any indication, Bitcoin isn’t being adopted, it's getting absorbed. Institutions are embracing exposure, not ideology.
All about bitcoin
This is an index of posts about Bitcoin including its technical and economic foundations. Topics include managing block size, understanding Runes and Ordinals, the relationship between hashrate and price, supply dynamics, the impact of halving, and the components and significance of Bitcoin ETFs. These articles aim to provide a comprehensive overview of Bitcoin's infrastructure, market influences, and emerging trends.
Power dynamics: Bitcoin miners pivot to AI power providers
Bitcoin miners are diverting power to AI hosting, slowing hashrate growth at the margins just as post-halving economics bite. This shift introduces long-term questions about network security, as fewer megawatts chase block rewards and more flow into contracted, non-Bitcoin workloads.
Is the four-year cycle dead?
Breaking the halving beat: Do liquidity and institutional flows dominate now?
Crypto market explodes to the upside. What’s next for the back half of 2025?
Bitcoin rocket-jumps past $118,000 — and it’s not meme magic this time. Dive into ETF super-flows, Capitol Hill’s “Crypto Week,” a friendlier Fed outlook, and the onchain squeeze strangling supply. See why Open Money says the real story is a shift toward open, programmable value networks.
The physics of Bitcoin: Institutional gravity vs. Lightning's velocity
Bitcoin faces a crossroads in 2025: institutional adoption rises, but Lightning shows promise for preserving its open, peer-to-peer ethos.
21 Capital and the bitcoin-first economy
21 Capital’s bitcoin-native metrics mark a turning point in how institutional investors measure success.