Bitcoin Research and Long-Term Investing by Joe Burnett
Access to SATS IPO opens through Fidelity, Joe Burnett notes
Investors now have access to the SATS perpetual preferred IPO through Fidelity. Joe Burnett shared this update on social ...
Joe Burnett: Digital credit may boost Bitcoin price, not suppress it
Joe Burnett raises the question of whether digital credit suppresses Bitcoin’s price. He expresses the view that digital credit actually has the opposite effect, suggesting it could support ...
AI poses risk to public key cryptography, Joe Burnett warns
Joe Burnett raises concerns about the future of public key cryptography in light of advances in artificial intelligence. He references a recent suggestion from a Johns Hopkins cryptography ...
Joe Burnett: Adobe valued at $92 billion despite competitive pressures
Joe Burnett questions how Adobe remains a $92 billion company as competitive barriers appear to be diminishing. He suggests that industry moats are collapsing and advocates for investing in ...
London financial system creates gold claims without direct allocation, Joe Burnett notes
Joe Burnett compares the London unallocated gold market structure to digital credit systems. According to Burnett, London’s unallocated gold market allows the financial system to issue ...
Joe Burnett: Human ownership of Bitcoin key to AI alignment
Joe Burnett argues that successful AI alignment will depend on humans retaining ownership of most Bitcoin, rather than autonomous AI systems controlling the cryptocurrency. This highlights the ...
Investment returns measured against Bitcoin, Joe Burnett argues
Joe Burnett asserts that Bitcoin functions as the standard hurdle rate for measuring investment performance. He suggests that those who do not understand or agree with this perspective risk ...
Bitcoin price prediction: Joe Burnett projects AI agents could drive Bitcoin to $700,000 by 2030
Joe Burnett explores how artificial intelligence agents could impact the future value of Bitcoin. He discusses the potential for AI-driven advancements to accelerate capital flows and trigger ...
Traditional business advantages will decline as Bitcoin rises, Joe Burnett argues
Joe Burnett predicts that traditional business moats will eventually collapse into Bitcoin. He suggests that an explosion in global wealth is imminent and claims that Bitcoin is uniquely ...
Joe Burnett: Digital credit and Bitcoin are more bullish than 4.5% CD yields
Joe Burnett observed a conversation about the certificate of deposit market yielding around 4.5% while at LaGuardia Airport after attending the Bitcoin Treasuries Conference. He contrasted the ...
Sixth U.S. bank failure in 2026 as Basel assigns Bitcoin high risk, Joe Burnett notes
Joe Burnett highlights that the sixth U.S. bank failure has occurred in 2026. He points out that Basel regulations assign Bitcoin a 1,250% risk weight, which effectively blocks banks from holding ...
Joe Burnett: U.S. 10-year yield surpasses 5.2 percent as bond market unravels
Joe Burnett highlights growing concerns in financial markets as the U.S. 10-year Treasury yield rises above 5.2 percent, raising alarm about the performance of so-called safe portfolios. Burnett ...
Converting capital into Bitcoin presents an alternative for CEOs, Joe Burnett argues
Joe Burnett suggests that CEOs typically face two options, both of which could lead to their company’s eventual failure. He proposes a third course of action: convert corporate capital into ...
Joe Burnett: Bitcoin sentiment changes quickly when price rises
Joe Burnett observes that public perception of Bitcoin often shifts dramatically as soon as its price moves upward. He highlights how quickly sentiment can change simply based on price ...
Liquidity fuels demand and demand boosts liquidity, Joe Burnett notes
Joe Burnett emphasizes the reciprocal relationship between liquidity and demand in the crypto space. According to Burnett, increased liquidity fosters greater demand, while heightened demand can ...
Joe Burnett: Strive surpasses WD-40 Company in market cap despite much smaller workforce
Joe Burnett highlights that today, Strive passed WD-40 Company in market capitalization. According to Burnett, WD-40 was founded in 1953 and currently employs 714 people, while Strive has ...
Frontier AI models verify Bitcoin software, Joe Burnett notes
Joe Burnett stresses the importance of verification over trust in the Bitcoin community. He highlights how the Red Team is using advanced AI models to identify vulnerabilities in critical ...
Joe Burnett: Principal Bank is 149th largest in U.S. with $9 billion deposits
Joe Burnett highlights that Principal Bank ranks as the 149th largest bank in the U.S. The institution holds approximately $9 billion in deposits, employs 627 people, and is based in Des Moines, ...
BTCB2 price can plunge to zero with $1,864 sell, Joe Burnett notes
Joe Burnett highlights the fragility of the BTCB2 token following its recent hard fork. According to Burnett, a sell order as small as $1,864 is now sufficient to send the coin's price down to ...
Joe Burnett: Anthropic frontier AI identifies vulnerabilities in Bitcoin software
Joe Burnett recently shared that earlier this year, he asked Dario Amodei to include organizations such as Bitcoin Brink in Project Glasswing, an Anthropic initiative using advanced AI to uncover ...
Global broad money supply tops $150 trillion, Joe Burnett notes
Joe Burnett points out that the global broad money supply has now surpassed $150 trillion. He further highlights that with a fixed supply of 21 million BTC, achieving parity with current fiat ...
