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The Bitcoin Adoption Letter

Daniel Batten

A private intelligence letter from the rooms where policy is decided, documenting Bitcoin's adoption as a useful technology, starting with energy. Not price commentary.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues54Founded3 years agoLast Issue7 days ago
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Artwork for The Bitcoin Adoption Letter

Latest Issues

AI just made Bitcoin mining investable again

In the past fortnight two Bitcoin miners signed long-term leases with AI companies. CleanSpark took a 20-year deal worth $6.6 billion in Georgia. TeraWulf took $19 billion in contracted revenue, building 401 MW for Anthropic in Kentucky.

E...

7 days ago
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Brazil just made the case for Bitcoin mining that Bitcoiners never could

Five independent generators mining their own wasted power, their securities regulator learning about Bitcoin in parallel, and a pattern I’ve found nowhere else outside the US.

Bitcoin’s path to the mainstream runs through energy. Brazil is...

14 days ago
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The $110 Billion blindspot

Dear Subscriber,

Three conversations are happening right now about the future of electricity grids. They’re happening in parallel swinlanes, without awareness of each other. This lack of awareness won’t last forever.

Dear Subscriber,

a month ago
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2
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Central banks are studying Bitcoin. I have been teaching them.

Dear founding subscriber

Dear founding subscriber

a month ago
2
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The truth is not enough

Dear Subscriber,

While I was at the (amazing) Free Energy Summit in Lisbon last month, I had the chance to finally ask Kenji Tateiwa some questions I’d always wanted to know the answers to.

For context: Kenji was no less than the nuclear...

2 months ago
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  • Daniel Batten

    A private intelligence letter on what’s actually driving (or blocking) Bitcoin adoption. I spend my weeks in behind-closed-doors meetings with policymakers, ministers, large funds, and other Bitcoiners. I share what I discover here.

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