Flagship brief
The Bitcoin Situation Report
Short dispatches from The Stoic Bear on energy, sanctions, sovereign disorder, capital pressure, and the way those forces shape Bitcoin's role in the world.
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Bitcoin Is Not a Safe Haven. It Is a Sovereign Stress Asset.
A better way to think about Bitcoin when geopolitical risk hits.
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When Sanctions Bend to Physics
The Iran oil waiver is a reminder that energy chokepoints can force states to improvise against their own rhetoric.
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Gold Gets the Clean Bid. Bitcoin Gets the Argument.
Iran, oil, and what geopolitical stress is actually testing for Bitcoiners.