Bitcoin @ARKInvest | Disclosure: https://t.co/MJyr4YdSnt
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @dpuellARK to submit corrections.
New whitepaper is live! The Decentralization Spectrum: Design Tradeoffs in Digital Assets @rhadiARK, @cryptovizart (@glassnode), and I try answering the question: which network is more decentralized--Bitcoin, Ethereum, or Solana? Full paper here: https://t.co/ZdTcbYlEp8
View original →Together with @wintonARK, I'm proud to represent @ARKInvest in the Bitcoin Security Consortium. Looking forward to deep-diving into the most important Bitcoin security topics of the coming years! https://t.co/158ny5GF0G
View original →For the OGs, even the ones who never used BitMEX, this is truly the end of an era. https://t.co/wiKyBSqNCq
View original →The Bitcoin Quarterly is live! https://t.co/t84GrlOXjy Thread below... https://t.co/ofqhVfUqgV https://t.co/wgOSBUHCKb
View original →Published on our last newsletter, I write about https://t.co/hZ3lhBktk2 and how AI auto-research loops are optimizing the algo stack of quantum computers. As of now, Google's circuit to run Shor's on ECC-256 is 42.9% optimized. Toffolis have been optimized beyond any prior best a while ago, yet qubits are still about 43 from best (Google low-qubit optimization at 1,175).
View original →Bitcoin's 3 final bosses on the road to "perfect" asset: 1. Technical debt → code problem 2. Quantum computing → code problem 3. Security budget → game theory problem How we beat them: 1. Expand formal verification of the codebase—point AI at it to move faster. 2. Ship post-quantum sigs plus migrate, under ideally a modular/crypto-agile optionality. 3. Grow real fee demand before fees alone have to secure the chain—bites around the 2032 halving, when the block subsidy drops under 1 BTC.
View original →On the average, and despite what the January crash may have some believe, bitcoin’s drawdowns have diminished consistently over time. https://t.co/pyxZcT6R4B
View original →Finally, a good Satoshi film. An apparent run-of-the-mill whodunit at first, it then transforms into: 1. Likely the investigation that correctly guesses who Satoshi was. 2. A good first approach to cypherpunk history for people unfamiliar. 3. Most importantly, an homage to Hal and Len, whose lives and work deserve historicity, study, and praise. We need more men like them.
View original →The Bitcoin Quarterly is now live! Thread starts here. https://t.co/uktrmIO17D
View original →The absolute lowest, most actionable hanging fruit to start solving the Bitcoin quantum debacle: some big firms adopting proper wallet hygiene. https://t.co/zPbmvWGJQ3
View original →"ETFs and digital asset treasury structures together have absorbed roughly 12% of bitcoin's total supply, far exceeding expectations and becoming one of the largest drivers of price action through 2025"
"In prior cycles, a lot of the infrastructure was still being built. Now the question is no longer if you invest in bitcoin, but how much bitcoin you want and through what vehicle"
"Declining volatility and smaller drawdowns could make bitcoin increasingly attractive to more risk-averse investors over the next cycle"
