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This week in Bitcoin → 🏛️ The SEC and CFTC formally classified Bitcoin as a digital commodity. A decade of regulatory ambiguity is over. 🍁 The Bank of Canada and Federal Reserve held rates on the same day and both admitted they are stuck. War-driven inflation is up and the economy is already wea
Clarity
Shravan Jhangiani Edited by Aubrey Jesseau Welcome back to the Beaver Bulletin, three minutes of bitcoin signal in your inbox every week. A lot of institutional money wants to buy bitcoin. According to a Goldman Sachs survey published in January, 71% of institutional asset managers plan to increase their crypto exposure in the next twelve months. But 35% of those same institutions say…
Nobody said it was easy
Shravan Jhangiani Feb 7, 2026 Edited by Aubrey Jesseau Good day Bitcoiners! Welcome back to the Beaver Bulletin, three minutes of bitcoin signal in your inbox every week. Bitcoin is down roughly 50% from its all-time high in October 2025. At the time, around US$126K, the mood couldn’t have been more bullish. Every analyst had a higher price target. Every model pointed up and to the…
Canary in the Coal Mine 🇯🇵
Shravan Jhangiani Jan 31, 2026 Edited by Aubrey Jesseau Good day Bitcoiners! Welcome back to the Beaver Bulletin, three minutes of Bitcoin signal in your inbox every week. The biggest headline this week: President Trump nominates Kevin Warsh as the next Fed Chairman to replace Jerome Powell. X Kevin Warsh himself has said: “I guess if you’re under 40, bitcoin is your new gold.†X Not…
Cracks Begin to Show in Davos
Shravan Jhangiani Jan 24, 2026 Edited by Aubrey Jesseau Good day Bitcoiners! Welcome back to the Beaver Bulletin, three minutes of bitcoin signal every week. Historically, Davos has often felt like a high-altitude “worry club” where the world’s most powerful people gather to solve problems they frequently (un-admittedly) helped create. This year the tone was undeniably different. Speakers…
The Most Logical Bitcoin Argument
Cole Walmsley Oct 5, 2025 Today’s post is written by Cole Wamsley, Bitcoin writer and author of the “Beyond Infinity” newsletter. He lives in Jacksonville, Florida We all operate on a standard measurement of time. Seconds, minutes and hours are all the same length no matter where you go in the world. There are 60 seconds in a minute, 60 minutes in an hour, 24 hours in a day. Practically…
Scarcity is the foundation of everything that has ever served as money. And absolute scarcity is the key property that makes Bitcoin unlike anything we’ve ever seen.
Bitcoin is much bigger than digital gold. Its TAM is far larger than just gold alone. And once it’s done with gold, it’s going to keep going.
