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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.
Recommendations found
The episode contains a few genuine external-resource recommendations, mostly with implicit endorsements; no URLs for these resources appear in the transcript.
BlackRock's latest Bitcoin report/paper — In the price discussion, one host calls BlackRock's new paper 'good' , then says he read through the latest BlackRock Bitcoin report and pulled out three charts (figures 10, 15, and 13) covering correlation, volatility, and post-geopolitical-event returns , while cautioning that the data could be cherry-picked .
Stacker News miner AMAs — Explicit recommendation: 'I highly recommend going and Googling the AMAs on Stacker News recently,' in the context of miners explaining why there is 'zero economic demand' for Stratum V2 .
Tetragrammaton (Rick Rubin) podcast episode with Tyler Cowen — Implicit endorsement: a host says he queued up Tyler Cowen's appearance on the Rick Rubin Tetragrammaton podcast , and another host answers 'Sure. That'll be interesting' and 'I think that'll be a good one' .
Borderline / not counted as recommendations
- Tyler Cowen's 'capitalizing untethered agents' post (seen on Stacker News) — mentioned with positive interest ('I just skimmed it... I want to give it a deeper read') but not explicitly recommended .
- Founders You Should Know — explicitly recommended ('I definitely would recommend people pay attention to Founders You Should Know...') , but the same exchange credits co-host DK and his wife Jen with building it , so it reads as event/self-promotion rather than an external learning-resource recommendation.
Resource recommendations from Presidio Bitcoin Jam hosts:
BlackRock's latest Bitcoin report (title not specified) — one host read it and highlighted three charts as new and interesting: Figure 10 (trailing 6-month Bitcoin–S&P 500 correlation, 10-year average) shows correlation of 0.18 vs 0.04 for US bonds and 0.06 for gold; Figure 15 shows trailing 12-month realized volatility declining since 2011; Figure 13 shows Bitcoin substantially outperforming S&P 500 and gold on 10- and 60-day returns after six major geopolitical disruptions since 2020 (e.g., US-Iran conflict 60-day: S&P 500 +4%, gold -11%, Bitcoin +13%).
Tyler Cowen's new Stacker News post on "capitalizing untethered agents" — a host skimmed it and wants to do a deeper read; the post argues agents still need human revoke/legal-system ties, which the host is skeptical of at trillion-agent scale.
Tyler Cowen on Rick Rubin's Tetragrammaton podcast — a host queued it up and expects it to be a good/interesting conversation.
Miner AMAs on Stacker News from the past month or two — a host "highly recommends" them; a takeaway is that miners like Stratum V2 in theory but see zero economic demand for it.