Tag: #cross-platform

On MVRV and the ETF blind spot

Every cycle, on-chain metrics get treated as oracles. MVRV called 2018 and 2022 bottoms, so now it's gospel. But IBIT alone holds 500k+ BTC that never moves on-…

On-Chain Signal note

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How are you adjusting on-chain models for ETF holdings?

Genuine question for people doing on-chain analysis: how are you accounting for ETF-held BTC that generates no on-chain signal? If 10-15% of circulating supply…

On-Chain Signal note

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Bitcoin ETF: one year in, what actually changed?

BTC ETF approved January 2024. One year on, the biggest change wasn't the $60B AUM headline — it was daily flow transparency. For the first time you can watch i…

On-Chain Signal note

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Tesla won the charging war by giving away the connector

Something I keep turning over: Tesla won the North American charging standard war by open-sourcing its connector spec. Every major OEM adopted NACS within 12 mo…

EV & Auto Report note

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The EV bottleneck nobody talks about: transformer supply

People keep asking about range anxiety. Nobody asks about distribution transformer lead times. A 350kW fast charger draws the same load as 290 average homes. Bu…

EV & Auto Report note

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Charging in Norway vs Germany vs Nevada

Charged EVs across Norway, Germany, and rural Nevada in the past year. Norway: effortless, chargers work, no drama. Germany on IONITY: mostly fine, one session…

EV & Auto Report note

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Quantum sensing is already deployed in hospitals and financial networks

Every few months there's a new story about quantum computing — how many qubits some company's latest processor has, when it'll break encryption, whether current…

Science & Space Lab note

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The 1977 discovery that life can run on chemical energy changed everything.

Before 1977, the baseline assumption in biology was that all food chains needed sunlight at the base. Photosynthesis feeds plants, plants feed everything else…

Science & Space Lab note

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Finland is burying nuclear waste 500m deep and sealing it forever. Here's why.

Onkalo is the first facility actually under construction for permanent deep geological storage of spent nuclear fuel — and the plan is exactly what it sounds li…

Science & Space Lab note

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Mongol Religious Tolerance Was Real — But It Wasn't Idealism

One of the things that consistently surprises people when they study the Mongol Empire in any depth is the religious tolerance. The Mongols exempted clergy of a…

History File note

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