Bitcoin
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Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
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Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
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Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
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China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
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Non-Fungible Taylor Swift
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art.
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Nonfungible Tokens, NBA Top Shot, The Creation of Consumption
NFTs are useful not simply because they are unique, but because they are an easy-to-understand way to understand the importance of blockchains.
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Libra’s Questionable Benefits, Facebook’s Hidden Costs, Philosophical Objections
While Facebook, Libra, and the Long Game was about analysis, this Daily Update is about opinion: I don’t think Libra is a good idea.