Alpha is what happens backstage
Last week’s panel was good … but what we talked about backstage was 10-100x better!
Based on these conversations, in this newsletter I’ll be sharing
Why nation-state adoption is going slower than expected (confirmed by Prince Filip), and how we can speed it up
What many Bitcoin Treasuries Companies did wrong, and how we avoid a repeat
Why Bitcoin adoption needs regulatory clarity everywhere (understood via a scary story)
Why UAE’s incredible 30% crypto adoption is not a Bitcoin-adoption model we can replicate, and whose model we can replicate
This is ground-level reporting that comes from the people shaping policy and influencing decisions that affect Bitcoin adoption. Their actions directly determine where (and how fast) Bitcoin grows.
Understanding these forces isn't just about me satisfying your curiosity, it's about providing a necessary lens for anyone building, educating or influencing in this space.
PS: This work takes effort. I think it uniquely fills a vital gap in our Bitcoin adoption strategy: revealing blindspots. If you think it’s valuable too, please consider subscribing. It’s one of the simplest ways you can help me bust more FUD, orangepill more institutional investors and uncover more stories that help us speed up Bitcoin adoption.