Brett's Substack
Brett MunsterMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 133 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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thenodeahead.substack.comLatest Issues
The Node Ahead: Making Sense of Bitcoin's Quantum Dilemma
Node Ahead 115: Making Sense of Bitcoin’s Quantum Dilemma
One of the biggest debates in crypto over the past several months has centered on the threat quantum computing could eventually pose to Bitcoin. I first wrote about this issue in 20...
The Node Ahead: Bitcoin’s Crisis Playbook — Why It Falls First and Rebounds Fastest
As we have noted throughout the history of this newsletter, bitcoin has historically been one of the most liquidity-sensitive assets in global markets, responding strongly to shifts in monetary conditions and increasing currency debasement....
The Node Ahead: Why Value Capture Matters More Than Ever
The approach required to succeed in crypto investing is undergoing a fundamental transformation. For much of the asset class’s history, simply having exposure was enough; asset selection mattered far less than participation itself. That is...
The Node Ahead: How AI and Crypto Are Rewriting Finance
AI and crypto are usually framed as separate domains—sometimes even as competing visions of the future. However, that view misses what is actually unfolding. What’s emerging is not a loose convergence, but the formation of an entirely new e...
The Node Ahead: Blockchain isn’t just for Cryptoassets—it’s becoming the infrastructure for every financial asset
For much of the past decade, blockchain technology has been associated almost exclusively with cryptoassets. Bitcoin, Ethereum, and the thousands of tokens that followed captured most of the attention, leading many observers—particularly in...
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