Founder @BTCPerception | Worked at Universal Music during torrents’ disruption of music | Ex VP at Blockstream during Bitcoin’s disruption of finance.
Jun 7 • 9 tweets • 2 min read
They called torrents piracy.
Then they built Spotify.
They’ll do the same with Bitcoin.
Here’s how the cycle plays out, every time:
🧵👇
In 2008, I worked at Universal Music.
I told them torrents weren’t theft.
They were feedback.
Signal that users wanted access, not ownership.
They didn't take me seriously. (got fired)
May 15 • 6 tweets • 2 min read
The @FT has now covered Bitcoin 400 times since 2018.
I pulled the data from @BTCPerception to find out if the Financial Times has been a net positive or negative for how their readers learn about Bitcoin.
🧵👇
Since 2023, the FT ramped up its Bitcoin coverage after barely touching the topic outside of major crashes in 2018 and 2021/2022.
Seems like they only showed up when Bitcoin was bleeding.
Until tradfi started leaning in last year, of course 😉
Apr 29 • 9 tweets • 2 min read
I was there yesterday when Spain went dark.
It took less than an hour for panic to set in.
Cash became, surprisingly, worthless.
Here’s what actually happens when the systems break: 🧵
No internet.
No phone service.
No warning.
Within an hour, lines were already forming at supermarkets and gas stations.
People didn’t wait for answers and just acted on instinct.
Apr 12 • 7 tweets • 3 min read
Bitcoin in the age of ETFs, macro chaos, and capital flight.
Some of the sharpest macro alpha I’ve heard on Bitcoin in a while.
Framed through five ideas you won’t forget from Jeff Park (@dgt10011) at @BitwiseInvest.
Let’s unpack.
“There are two types of Bitcoin: Negative Rho and Positive Rho.”
→ Negative rho BTC thrives in inflation + QE
→ Positive rho BTC thrives in deflation + collapse