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Rabbit Hole Recap 220: Bonds and pipelines are blowing up
This week Marty and Matt discuss:
- Mining hosting provider compute north files for bankruptcy https://www.theblock.co/post/172246/compute-north-files-for-chapter-11-bankruptcy
- Brink now funding 11 devs https://bitcoinmagazine.com/business/bitcoin-non-profit-brink-funds-11-bitcoin-lightning-developers
- Bitnob launches in kenya, integrates mpesa https://www.nobsbitcoin.com/bitnob-kenya-mpesa/
- Strike Raises $80m in New Funding Led https://fortune.com/crypto/2022/09/27/bitcoin-rapid-payment-service-strike-raises-90m-takes-aim-at-visa/
- Swan acquires specter https://www.swanbitcoin.com/swan-acquires-specter-solutions/
- Core Lightning v0.12.1 https://github.com/ElementsProject/lightning/releases/tag/v0.12.1
- BTCPay Server v1.6.11 https://github.com/btcpayserver/btcpayserver/releases/tag/v1.6.11
- Blockstream Jade v0.1.38 https://github.com/Blockstream/Jade/releases/tag/0.1.38
- Electrum v4.3.2 https://github.com/spesmilo/electrum/blob/master/RELEASE-NOTES
- Samourai Wallet v0.99.98f https://medium.com/samourai-wallet/wallet-update-0-99-98f-db062dd0e1ec
- Initial code release for Taro https://lightning.engineering/posts/2022-9-28-taro-launch/
- Bitmatrix brings uniswap-like project to liquid https://blog.liquid.net/bitmatrix-mainnet-is-live/
- TBD partners with Circle https://developer.tbd.website/blog/tbd-circle-partnership/
- When taproot launches to encourage adoption https://whentaproot.org/
- Cloudflare launches free CAPTCHA alternative https://blog.cloudflare.com/turnstile-private-captcha-alternative/
- Hoseki donates $25K to BPI https://www.prnewswire.com/news-releases/hoseki-announces-donation-to-bitcoin-policy-i[…]-transparency-and-proof-of-reserves-research-301633003.html
- Ergo piece on bitcoin privacy in unredacted magazine https://unredactedmagazine.com/issues/004.pdf
- Feds seize $86M held in safe deposit boxes in beverly hills https://archive.ph/e5Omu
- Major australian isp exposes user details via open api https://www.bankinfosecurity.com/optus-under-1-million-extortion-threat-in-data-breach-a-20142
- BlackRock threatened to halt trading at height of UK market tumult https://www.ft.com/content/0f32fdf3-8823-4a9c-ba70-d087860cfe6c
- Stan Druckenmiller comments https://twitter.com/MartyBent/status/1575159503112196101?s=20&t=kSKai-AuztxSYfYl_i95_g
- Iran sanctioned even harder
- Nordstream pipeline attacked https://twitter.com/anasalhajji/status/1575471322154541068?s=20&t=kSKai-AuztxSYfYl_i95_g
0:00 - Intro
6:23 - Opening riff
10:47 - Nordstream pipeline
22:56 - Matt's first edition Mandibles
23:37 - Global markets
38:35 - The lament of Stan Druckenmiller
54:17 - Clark Moody update
56:39 - Compute North
59:55 - Brink
1:02:30 - Bitnob
1:06:18 - Strike
1:14:39 - Swan
1:18:10 - Core Lightning update
1:18:43 - BTCPayServer
1:20:20 - Plastic Cups
1:26:31 - Blockstream Jade
1:27:06- Electrum
1:31:13 - Samourai
1:33:10 - Taro
1:39:38 - Bitmatrix
1:42:30 - TBD partners with Circle
1:48:01 - When Taproot
1:52:57 - ABDC
1:56:06 - Shoutouts
2:05:27 - Cloudflare
2:11:11 - Hoseki
2:15:17 - Ergo piece on privacy on Unredacted Magazine
2:16:54 - Feds sieze $86 mil
2:20:43 - Australian ISP data leak
2:22:02 - Missed anniversary
2:25:32 - Decline in market cap
2:37:07 - Closing Riff
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#bitcoin #macroeconomics #rhr
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