Bitcoin Research and Long-Term Investing by Joe Burnett
Amplified Bitcoin trades similarly to Bitcoin when leverage demand increases, Joe Burnett notes
Joe Burnett described that Amplified Bitcoin tends to trade similarly to Bitcoin, particularly when demand for leverage in the market rises. He pointed out that over the past ten years, this ...
Joe Burnett: Reported $5.5 billion Binance hack may be largest theft in history
A reported $5.5 billion theft in the Binance hack may constitute the largest theft in human history. Joe Burnett commented on the incident, noting that Bitcoin remains up more than 30 percent ...
Strive overtakes Atlanta Braves Holdings in market cap, Joe Burnett notes
Strive (ASST) has surpassed Atlanta Braves Holdings (BATRA) in market capitalization. Joe Burnett highlighted that while Atlanta Braves Holdings employs about 1,610 people and hosts around 41,000 ...
Joe Burnett: Bitcoin described as hurdle rate and income engine
Joe Burnett described Bitcoin as the hurdle rate and argued that, for those expecting Bitcoin to achieve a 50% or higher compound annual growth rate, issuing USD income products and acquiring more ...
Anthropic generates $6.6 million revenue per employee, Joe Burnett notes
Anthropic has $6.6 million in revenue per employee, while Strive manages over $100 million in assets per employee. This information was highlighted by Joe ...
Joe Burnett: Bitcoin mining disperses globally seeking low-cost energy
Bitcoin mining is spreading worldwide as operators search for locations with the lowest energy costs or valuable ways to use waste heat. Joe Burnett described the sector as highly competitive, ...
Bitcoin can adapt to new security threats while gold cannot, Joe Burnett notes
Joe Burnett argued that while gold cannot be modified to address supply vulnerabilities once they are discovered, Bitcoin can be upgraded to tackle potential threats, including those posed by ...
Joe Burnett: Semler Scientific merges with Strive and closes $700 million IPO
Semler Scientific has merged with Strive and grown to a market capitalization of over $3 billion, following an earlier value of approximately $300 million. The company also completed a $700 ...
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 ...
