21st Capital

This is the first episode of the Best Bitcoin Data show, where professional data analysts and quants curate for you the best Bitcoin data, charts, and analyses of the week. In this episode, we cover the Volatility-Adjusted Power Law index and Bitcoin Quantile Regression Channel. --------------------------------------------------------------------------------------- Book a free session with 21stCapital today and let us help you or your business adopt Bitcoin with secure and reliable setups: https://cal.com/21stcapital.com/introduction-call-bitguide --------------------------------------------------------------------------------------- 00:00 - Introduction to the Show 11:02 - Volatility-Adjusted Power Law Index 31:36 - Quantile Regression Channel 59:59 - Future Plans --------------------------------------------------------------------------------------- https://21stcapital.com/

How much of your portfolio should you allocate to Bitcoin to maximize your returns without taking on too much risk? Using the Kelly criterion, Stephen Perrenod, Ph.D., calculates the optimal Bitcoin allocation to be at least 75%. The Kelly formula helps you determine the optimal size of an investment, balancing the potential for growth with the risk of losing your capital. By calculating the proportion of your portfolio to invest based on the probability of success and expected returns, the Kelly Criterion allows you to maximize long-term growth while avoiding the trap of overexposure to a single source of...

Dr. Perrenod offers a detailed critique of Michael Saylor’s Bitcoin models (Bitcoin24), diving into the key insights and potential limitations. Dr. Stephen Perrenod is a Harvard and MIT alumnus with a rich background in astrophysics and high-performance computing. With expertise ranging from galaxy cluster modeling to cutting-edge AI and Big Data technologies, Dr. Perrenod brings a unique perspective to the conversation. Don't miss this fascinating discussion on Bitcoin's future, technological innovations, and financial systems. Links: Dr. Perrenod’s website: https://darkmatterdarkenergy.com/about Saylor’s Bitcoin model on GitHub: https://github.com/bitcoin-model/bitcoin_model/tree/main --------------------------------------------------------------------------------------- Book a...

On August 30th, Michael Saylor unveiled a suite of Bitcoin models forecasting its price over the coming decades under bear, base, and bull scenarios. Giovanni Santostasi and Sina dive into these models, exploring their assumptions and price predictions. Giovanni is the creator of the Bitcoin Power Law theory, which is a powerful tool for modeling and predicting Bitcoin price. Tune in to this episode to discover what we found. --------------------------------------------------------------------------------------- Book a free session with 21stCapital now: https://cal.com/21stcapital.com/introduction-call-bitguide --------------------------------------------------------------------------------------- 00:00 - Intro 01:12 - Who Is Giovanni Santostasi? 02:08 - Is Bitcoin Price Modeling Futile? 02:45 - Michael...

Marius is a Bitcoin journalist at Cryptoast, one of the leading French crypto media. He also has his own website, adoptblock.com, whose mission is to raise awareness about Bitcoin. 00:00 - intro to pod 01:57 - Marius's intro 05:44 - Challenges in Bitcoin adoption by companies 08:14 - Bitcoin adoption in Iran report 17:36 - Marius’s journey into Bitcoin 20:20 - Bitcoin’s energy consumption 29:27 - Why Bitcoin? 32:06 - future projects --------------------------------------------------------------------------------------- Read Marius's article, The Bitcoin Revolution in Iran: https://www.adoptblock.com/bitcoin-revolution-iran-en --------------------------------------------------------------------------------------- Follow Marius: https://www.adoptblock.com/marius https://twitter.com/AaB_Marius --------------------------------------------------------------------------------------- Follow us using the link...

In the second lecture of TECH course, RK talks about non-custodial wallets, the difference between hard and cold wallets, and the risks and benefits of having a non-custodial wallet.

00:00 - Intro
01:39 - Private wallet definition
04:44 - How private wallets work
17:32 - Types of private wallets
28:16 - Trade-offs
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In the second lecture of ECON course, Sina talks about the history of money from livestock to modern coinage. 00:00 - intro 01:33 - livestock 02:48 - grains 04:56 - collectibles 11:01 - base metals 15:29 - modern coinage --------------------------------------------------------------------

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This is the first lesson from RK's TECH series. In this lecture, he talks about custodian wallets, their risks and their probable benefits. --------------------------------------------------------------------------------------- Follow us using the links below: Nostr: npub1as5v2y7z8lhtad3jx04u2cj4u4j82565h0twh2avkzsyntrzhz0qankkzd Nostr NIP5: bitguide@getalby.com https://t.me/SatoshiSchool https://www.bitguide.io/ https://twitter.com/Bitguide_io https://www.clubhouse.com/club/bitguide --------------------------------------------------------------------------------------- Consider supporting us by streaming sats or sending boosts on podcasting 2.0 applications, such as Fountain, Breez, and Podverse. Fountain: https://www.fountain.fm/ Breeze: https://breez.technology/ Podverse...

This is the first lesson from Sina's short course on economics. In ECON01, he talks about the emergence of money, its evolution throughout history, and the features of good money.

00:00 - Intro

00:58 - Outline

02:21 - Caveman Economy

07:46 - Barter

18:34 - Emergence of Money

28:55 - Emergence of Credit

36:42 - Features of Good Money

45:49 The Cantillon Effect

55:54 - Stock to Flow

01:02:40 - Next Courses Overview
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Ulric Pattillo is a writer and a Bitcoin advocate in the US. In this conversation, we talk about our recent substack article on how monetary policy produces systemic inequality. Here is the full article: https://bitguide.substack.com/p/monetary-policy-systemic-inequality

00:00 - Intro

01:48 - Ulric's background

13:00 - The Article

21:31 - Macroeconomic Mindset

29:15 - Policy Pendulum Crushing the Little Guy

35:40 - COVID's Billionaire Boom

45:00 - Finance Opacity vs. Bitcoin Transparency

51:20 - Bitcoin Game Theory

59:00 - Final Remarks

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Tomek K is a libertarian activist and Bitcoin educator in Poland. In this conversation, we talk libertarianism, Bitcoin, and the events around Bitcoin in Poland. 00:00 - intro 02:45 - Tomek's background 04:58 - Liberty 09:58 - Bitcoin and liberty 15:55 - Why libertarians don't get Bitcoin 19:59 - What is libertarianism 25:54 - characteristics of a good government 30:53 - Bitcoin as a technology to change minds 52:45 - Polish Bitcoin & freedom events and venues ---------------------------------------------------------------------------------- Tomek's Twitter: https://twitter.com/itsTomekK Center for Capitalism - Poland: https://centrumkapitalizmu.pl/ Bitcoin Film Fest: https://bitcoinfilmfest.com/ Polish 21 Telegram channel: https://t.me/DwadziesciaJeden ----------------------------------------------------------------------------------

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This episdoe is a slightly-abridged version of deep-dive discussion on Ark with moonsettler on Twitter.
Here's the link to the full space: https://twitter.com/i/spaces/1DXxyveDnyVKM?s=20

00:00 - Intro
04:11 - Chaumian e-cash mints
06:12 - the Ark's genesis
9:01 - Lightning's limitations
15:53 - Ark and Lightning compatibility
24:18 - the risk of dust amounts getting stuck
33:03 - fees on Ark
41:16 - OP_CTV
45:44 - How CTV works
49:06 - difference between CTV and covenants in general
52:58 - pegging in and out mechanisms
58:09 - how vulnerable are...

In this episode, we interview Phil, a prolific contributor to the Bitcoin space and the pleb movement. Up until recently he was producing the Simply Bitcoin Show. We talk about his background, experience at SB, his views on the bitcoin culture and the pleb movement, and his future plans.

Follow Phil on Twitter @coinicarus

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Stack Hödler is a private investor based in the Swiss Alps. We sit down for a deep dive into the global financial landscape.Together with RK, Stack shares his insights on the ongoing currency wars, central bank strategies, and his ultimate thesis on how these economic shifts may unfold. He also provides a detailed look at his personal investment approach and portfolio allocation. Follow Stack Hödler on Twitter: https://twitter.com/stackhodler Link to his tweet that we discuss : https://twitter.com/stackhodler/status/1536283396053291008 --------------------------------------------------------------------------------------- Book a free session with 21stCapital now: https://cal.com/21stcapital.com/in...

In this episode, we focus on Quantitative Easing (QE). We discuss what exactly happens when the Federal Reserve engages in QE and what it really does do to the economy.

-      What are the mechanics of QE?

-      Why does the FED do QE? What is the theory?

-      Does QE work as advertised?

-      What are the consequences of QE for economic activity, financial markets, and inequality?

Link to the article discussed in this episode

https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work#one

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In this episode, we focus on crypto insider trading. We discuss the new evidence just uncovered in a Wall Street Journal article on trading activity of certain wallets perfectly timed around new coin listings on exchanges such as Binance and Coinbase.

-       What is the hard evidence we have for insider trading?

-       Isn’t this illegal? Why doesn’t the legal framework address this?

-       What were the responses and reactions to these allegations?

Link to the article

https://www.wsj.com/articles/crypto-might-have-an-insider-trading-problem-11653084398

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In this episode, we discuss the current dollar shortage and fragility of the fiat monetary system

1- Why is DXY at 20-year high?

2- What does this mean for the economy and the markets?

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In this episode, we discuss the depegging of the stablcoin UST and the epic collapse of LUNA:

1- I though its a stablecoin, why so unstable?

2- Could this happen to other stablecoins?

3- Does a systemic risk threaten bitcoin?

4- Ugh...were maxi's right again?

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In this episode, we discuss the striking sell-off in the financial markets and bitcoin:

1- Why is such a sharpe drop in the markets?

2- How does this impact bitcoin?

3- How low can bitcoin go?

4- Are you a seller or buyer?

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In this episode, we discuss bitcoin-backed mortgages and what they mean for the average person as well as for bitcoin's adoption

1- Why the hell even get a loan? I though I was stacking sats

2- What is a smart mortgage choice?

3- What are the bitcoin-backed mortgage options?

4- how do they compare with traditional mortgages?

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This week on the Bitguide Podcast, we are reflecting on The Bitcoin Conference together with @RKbtc and @Sinz_21M, with a recap of the major events there and thoughts on their implications:

- Overall impression of the conference and its value proposition

- Bitcoin adoption as legal tender by new regions

- Bitcoin adoption by retailers: Strike partnerships with NCR and Shopify

- Expansion of lightning adoption: Cash App, Robinhood

Join us for show every Wednesday 12pm EST live on Twitter, YouTube, or Clubhouse. Find us...

In this episode, we discuss various ways to custody bitcoin.

• What type of wallets exist?

• What is the difference between public and private keys and why are they important?

• What are the best practices to keep wallets safe?

In this episode, we discuss interest rate hikes and its effects on Bitcoin

Fed finally raised rates, what exactly happens when rate go up?

Why did the Fed acted this way?

Why is inflation so out of hand, don’t they have economics PhD's and “models”?

How does this affect markets and bitcoin?

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In this episode, we discuss re-hypothecation and its effects on Bitcoin

·      What is re-hypothecation and what are the risks?

·      How does is relate to Wallstreet's business model?

·      Can the same happen to Bitcoin?

·      What effect could it have on Bitcoin?

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In this Episode, we discussed the following topics/questions:

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In this show, we discuss the effects of Russian-Ukraine war on the global economy, supply chains, and Bitcoin. 

Which commodities, and which countries will be the most impacted? 

What does it mean to be banned from SWIFT and can Bitcoin address Russia's trade problem? 

How would Bitcoin emerge from this chaos?

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In this episode we introduce Bitguide and its mission.

For more details, head over to www.bitguide.io

Contact us at hello@bitguide.io