The Cat is Loose Bitcoin Dad Pod

Halving the next hype cycle


101 days and 14512 blocks left


News


ETF?

SEC’s bitcoin ETF tweet fiasco may end in fraud charges, lawyers say - Blockworks



Day 1 Trade data:



Grayscale: $2.3 billion
BlackRock: $1 billion
Fidelity: $700 million
ARK 21Shares: $288 million
Bitwise: $125 million

Coinbase did $7B in Bitcoin transfers OTC during the day.

Wally Street seems happy with the results



$200M of folks finally getting out

Eric Balchunas on XX

James Seyffart on X




"UPDATE: We don't have to wait till tonight for $GBTC Flows. Just -$95 million. A fraction of what I and many were thinking. This means yesterday was a huge success in my opinion. Likely going to see an inflow number for $BRRR from Valkyrie too! Day 1 Net flows sit at $625 mln




The FCA, Britain's consumer financial regulator, guidelines discriminate against certain customers as unsuitable to buy bitcoin


Economics


Arthur Hayes on the confluence of financial system, banking, and economic stress, which means bitcoin might dump



This relates to the U.S. central bank's BTFP expiring in March

Shinobi on Bitcoin Magazine explains the economic rational for layered scaling in terms of Jevons Paradox, the observation that increasing efficency can also increase demand, which increases price



Privacy


GrapheneOS discloses vulnerabilities actively exploited by forensic companies \ stacker news ~security



The team and users at GrapheneOS have uncovered a vulnerability in smartphones being actively used by digital forensics companies / exploit brokers to facilitate extractions in the after-first unlock (AFU) phase.



Bitcoin Education


Bitcoin Optech #238 covers lightning anchors and LN Symetry, as well as reviwing some bitcoin core review club questions


Feedback


Remember to get in touch bitcoindadpod@protonmail.com or @bitcoindadpod on twitter

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