Books I’m Reading
I’m continuing in this excellent biography this week.
Hamilton was a fiery character, well-read and well-informed, and passionate in his defense of his beliefs and convictions.
Article I’m Reading
My Reflections on Celebrating Bridgewater at 50 Years and Transitioning It to the Next Generation (Ray Dalio)
On Bitcoin
If you’ve not yet read the White House’s digital asset report, please do so. It’s worth your time. Or, worth your time to have your favorite LLM summarize and explain the most important points. The Bitcoin explanation on pages 9-10 of the report is the clearest and most concise I’ve found online since 2018.
It is mind-blowing to reflect on the 180° pivot that the current administration has made toward digital assets, compared to the prior administration.
Of the 12 senior-most cabinet members under President Biden, all but one were opposed or indifferent to Bitcoin and digital assets. In the current administration, all of these cabinet members are pro-digital assets.
The landmark passing of the GENIUS Act in July arguably represents the most consequential year for financial regulations in the U.S. since 1933.
Bitcoin and other digital assets are simply technologies. Technologies solve problems. Digital assets are solving problems for many millions of people globally today.
Just because you don’t understand them doesn’t mean they’re not valuable or useful. What are the 12 senior-most members of the President’s cabinet seeing that you’re not?
Tweets I’m Reading
As a 3rd time founder (and fairly active angel investor in >100 startups), some maybe non-obvious people/HR things I now fundamentally believe:
— Tweets from Zach Weinberg (@zachweinberg) July 31, 2025
1. In-house recruiting should be prioritized within your first 10 hires (assuming you plan to scale up).
2. Especially in the first…
Just in: Satellite readings from a landfill we're looking to finance a bitcoin mining project
— Daniel Batten (@DSBatten) August 1, 2025
It is emitting 1.535 tonnes of methane every hour!
Because methane is 84x more warming over a 20-year period than CO2, that means we can mitigate over 1 Million tonnes of CO2e… pic.twitter.com/2JRKzLNTYu
This is easily my favorite clip of Bill Ackman
— Boring_Business (@BoringBiz_) June 10, 2025
> His fund was down 30%+
> Being sued by Valeant Pharma investors
> Going through divorce with his wife
> Elliot, an activist firm, trying to take over his fund
Here is his advice on how to deal with the tough moments in life pic.twitter.com/AqGNIQNY4Y
Bitcoin Energy Value just hit a new record of $135K. Never before has price moved so gradually along the undervalued bound as the fair value of Bitcoin grows consistently with time.
— Charles Edwards (@caprioleio) July 31, 2025
Two key findings:
1. The market is growing conservatively (no hype)
2. Bitcoin is unbelievably… pic.twitter.com/Ukb1LBetku
Thank you, @A1Policy, for hosting me today to discuss “Project Crypto,” which will be the SEC’s north star in aiding the President in his efforts to make America the “crypto capital of the world.”
— Paul Atkins (@SECPaulSAtkins) July 31, 2025
Thread 🧵⬇️
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.
I look forward to hearing from you!
If you’re not yet subscribed you can do so here: