connections
How it all connects
Bitcoin sits at the centre. Energy is the bridge to the wider economy: mining runs on electricity, and the same gas, oil and power shocks that move inflation and rates move what a coin costs to make. Pick the question you care about.
- 01 main thread bitcoinIs Bitcoin cheap or expensive against its own history?The hub: where Bitcoin's price sits against its own trend and history.linked to policy, energy, geopolitics, macro, mining, cycle
- 02 main thread energyHow does electricity tie Bitcoin to the wider economy?The bridge: the electricity behind mining, and the oil, gas and power shocks that tie Bitcoin to macro.linked to bitcoin, geopolitics, mining, policy, macro
- 03 main thread macroHow do interest rates, the dollar and inflation move Bitcoin?Rates, the dollar, inflation and liquidity: the tide every asset swims in.linked to bitcoin, geopolitics, policy, energy
- cluster cycleWhere are we in Bitcoin's four-year cycle?The four-year issuance clock, drawdowns and what holding through them looked like.linked to mining, bitcoin
- cluster miningAre miners making money, and what happens when they don't?The machines securing the chain: how much computing they run, how hard mining is, and what they earn.linked to energy, bitcoin, cycle
- cluster geopoliticsHow do wars, sanctions and energy shocks reach Bitcoin?Conflicts, sanctions and state moves that spill into money and energy.linked to bitcoin, energy, policy, macro
- cluster policyWhat are governments and states doing about Bitcoin?Laws, regulators and strategic-reserve bills, country by country and state by state.linked to bitcoin, geopolitics, energy, macro