- The Strategic Reserve
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Archive
E05 - My "Dear Friends & Family" Letter
In 2020 Gigi wrote an open letter to his immediate community, inviting them to look into Bitcoin. In 2026, I have begun sending my version of that message out to my community. You're getting an early look at that letter for two reasons. 1) So you can understand what is really driving my focus on Bitcoin and why it's worth understanding.2) So you can start teaching your friends and family as well.It feels as if we're at a precipice in Bitcoin adoption - where the chances to really benefit from being early are slowly being sucked in to the vacuum of institutional actors. Let's get those closest to us in the loop, and holding the hardest money in history.If you get to the end - feel free to forward this to whoever you feel needs to read it!All the best,James
E04 - Dealing with Bitcoin's "Weakness"
Most of the arguments I hear about Bitcoin are people talking past each other.“Bitcoin is dead.”“Bitcoin can’t be used as money.”“Bitcoin is not private.”Especially these days: “Bitcoin has been captured by corporates.”In my latest newsletter I unpack why these objections usually come from confusing three different things: Bitcoin the protocol, bitcoin the asset, and the growing stack of tools and companies built on top of it. I look at the base layer, Lightning, privacy tools like Nostr and Fedimint, and the rise of treasury bitcoiners like Strategy and Africa Bitcoin CorporationIf you have ever wondered what is really “going on with Bitcoin” this piece is for you.
E03 - Bitcoin As Digital Capital & Volatility
Today's newsletter asks a simple question: "What still counts as real capital when the money system itself feels unstable?"I look at why Bitcoin keeps showing up in that conversation as “digital capital”, how a hard cap of 21 million changes the game and what to make of a 30 percent price pullback. If you are serious about understanding Bitcoin rather than just its price, this one is for you.
