Phil's Notes
Phil BonelloNotes on crypto, investing, and trading.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | philjbonello.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Many Angles of Bitcoin Adoption
It might make sense just to get some in case it catches on. If enough people think the same way, that becomes a self fulfilling prophecy. – Satoshi Nakamoto, 2009
"The Sovereign Individual" Investment Thesis
Information technology alters global power dynamics in a few key ways:
Digital Money
Software is eating the world and money is no different.
Valuing Productive Cryptoassets
This post focuses on productive cryptoassets and their respective valuation frameworks. These assets can be modeled similarly to real estate, equity, and bonds. They are distinct from non-productive cryptoassets like medium of exchange toke...
Authors
The writers behind this newsletter.
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