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A data-led Bitcoin read, plus miners on why Stratum V2 still stalls
15 hours ago
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3 min read
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70 docs
A compact set of organic recommendations from the Presidio Bitcoin Jam conversation: BlackRock’s latest Bitcoin report, recent Stacker News miner AMAs, and a lighter Tyler Cowen podcast lead.
The recommendations below came from a Presidio Bitcoin Jam discussion; watch the source conversation. The strongest pair is a report with a concrete chart trail and a set of miner interviews that expose an adoption bottleneck; the third item is a lighter, prospective queue recommendation.
Standout: recent Stacker News miner AMAs
- Resource / type: Recent AMAs with Bitcoin miners on Stacker News.
- Creator / participants: Stacker News hosts the discussions; the participants are miners. The episode directs readers to Google the recent AMAs rather than naming one canonical post.
- Recommended by: A Presidio host, who says, “I highly recommend” them.
- Key takeaway: As relayed by the hosts, the miners like Stratum V2 in theory but see “zero economic demand” for it.
- Why it matters: This is the most actionable recommendation because it puts operator incentives ahead of protocol enthusiasm. The same exchange says adoption takes years because thousands of actors in a decentralized network must adopt a change, and points to economic incentives as the unresolved question.
Analytical read: BlackRock’s latest Bitcoin report
- Resource / type: BlackRock’s latest Bitcoin report or paper.
- Creator: BlackRock.
- Link: The episode identifies it only as the latest BlackRock Bitcoin report; the host says he cannot recall the report’s name.
- Recommended by: A Presidio host calls BlackRock’s new paper “good” and then explains the charts he found useful.
- Key takeaway: The host’s reading path is unusually specific. Figure 10 reports a 10-year average six-month Bitcoin/S&P 500 correlation of 0.18, versus 0.04 for U.S. government bonds and 0.06 for gold. Figure 15 shows a downward trend in trailing 12-month realized volatility from 2011 onward. Figure 13 compares 10- and 60-day returns after six post-2020 geopolitical disruptions; for the initial U.S.–Iran conflict, the cited 60-day figures are S&P 500 +4%, gold −11%, and Bitcoin +13%.
- Why it matters: This is a useful starting point for testing broad Bitcoin claims against a defined set of correlation, volatility, and event-return data—not a reason to accept the conclusion uncritically. The hosts themselves flag that the six-event sample may be cherry-picked.
Lighter queue item: Tyler Cowen on Rick Rubin’s Tetragrammaton
- Resource / type: Podcast episode featuring Tyler Cowen on Rick Rubin’s Tetragrammaton.
- Creator / participants: Rick Rubin, host; Tyler Cowen, guest.
- Link: No episode URL was supplied in the discussion.
- Recommended by: One Presidio host says he queued it up; the other hosts call it interesting and say they think it will be a good one.
- Key takeaway: None is available yet. The exchange records a prospective recommendation, not a substantive summary of the episode.
- Why it matters: Keep this as a discovery lead rather than a verified argument or takeaway; its value is that the hosts found the conversation worth making time for, not that the episode’s thesis was tested in the discussion.