Orange Member Letter - June 2024

In our June letter for Founding Members, I share my thoughts on the shifting geopolitical, and economic tides, and how I see Bitcoin fitting into this story.

Dear Founding Members,

The last month has been another on-brand month for the weird and wild world of the 2020’s decade. Megacap tech stocks climbing by trillions in value, major political shifts being voted in across the western world, and an endless barrage of headlines about big Bitcoin sellers.

In this letter, I want to share my thoughts across a few of these topics, and how it is shaping my thoughts around markets, and Bitcoin in general. I will also share my usual update for how the checkonchain project is tracking, as we continued to be humbled by the positive feedback and responses we receive.

Topics for this letter:

• Checkonchain project update and milestones through June.

• Outlook for the Bitcoin market for the months ahead.

• My distilled macro market views in a changing world.

• Key podcast recommendations that really had me thinking.

As a Founding Member, you’re one of our biggest supporters, and we value your input, feedback and support highly. As a founding member, you are welcome to reach out to me if you ever have any questions, want to workshop an idea, or just catch up for a coffee or beer if we’re ever in the same town.