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A data-led Bitcoin read, plus miners on why Stratum V2 still stalls
16 hours ago
3 min read
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.
A data-led Bitcoin read, plus miners on why Stratum V2 still stalls
Summary
Coverage start
1 day ago
Coverage end
16 hours ago
Frequency
Daily
Published
15 hours ago
Reading time
3 min
Research time
3 hrs 42 min
Documents scanned
70
Documents used
1
Citations
10
Sources monitored
137 / 137
Insights
Skipped contexts
Source details
Source Docs Insights Status
Guillermo Rauch 6 0
Alexandr Wang 0 0
Aaron Levie 2 0
Marc Benioff 1 0
Amjad Masad 3 0
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Mike Krieger 0 0
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Brad Gerstner 0 0
Nat Friedman 0 0
clem 🤗 3 0
Tony Fadell 0 0
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Sahil Lavingia 0 0
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Jessica Livingston 0 0
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Li Jin 0 0
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delian 0 0
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No Priors: AI, Machine Learning, Tech, & Startups 0 0
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The Generalist 0 0
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