Book I'm Reading
I’m picking this one back up as our leadership team at church is beginning to work through it. It’s a doozy.
Lots of good servant leadership principles here demonstrated through story-telling in both military and corporate contexts.
Podcast I'm Listening To
The All-In Podcast remains a weekly listen for me. I certainly don’t agree with everything these guys say, but I’ve learned a great deal from them over the years.
On Bitcoin
The brutal price action continued this week, with Bitcoin touching a low of around $62,000. It wasn’t the only thing selling off…tech stocks also rolled over. This reads to me like a leverage clean-out, rather than some fundamental issue.
Bitcoin’s thesis remains intact…it’s still the strongest, scarcest form of digital value available today.
Tweets I'm Reading
Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.
— John Collison (@collision) February 5, 2026
Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you… pic.twitter.com/28Lw9rAqlN
Almost there, give me more. https://t.co/Kez0vx9ZzL pic.twitter.com/ZIUZi533yW
— James Van Straten (@btcjvs) February 5, 2026
— Alex Albert (@alexalbert__) February 5, 2026
This was the highest volume day on $IBIT, ever, by a factor of nearly 2x, trading $10.7B today. Additionally, roughly $900M in options premiums were traded today, also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally…
— Parker (@TheOtherParker_) February 6, 2026
Addition to the "HK Fund" hypothesis.
— Parker (@TheOtherParker_) February 6, 2026
I have a hunch that much of the "OG Bitcoiner Selling" this summer was actually not selling. On July 29, '25, the SEC finally allowed the Bitcoin ETFs to accept in-kind creation/redemption. This was a big point of contention when the ETFs…
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
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