درباره این اپیزود
Host Jody Flournoy talks with Michael Sullivan (Sully) about Bitcoin sentiment data. Sully finds positivity rising among long-term Bitcoiners while newer holders remain apathetic and angry, and argues retail is not back yet. Earlier, Nathan Dennis and Elizabeth (Bitcoiner Liz) of Bitcoiner Talent cover the Bitcoin jobs market, hiring at Strive, and how AI is changing what companies look for, and the show also covers prediction markets, writing in the age of AI, and the long-term link between AI deflation and Bitcoin.
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Chapters:
0:00 Intro: Bitcoin jobs report day
1:01 Bitcoiner Talent: Nathan Dennis and Liz
3:39 Strive hiring Ben Workman and Jeff Walton
6:17 Bitcoin jobs market, AI and hiring
11:03 Nathan Dennis on funding through the bear
12:39 Michael Sullivan joins: sentiment read
16:24 Newer Bitcoiners apathetic, OGs more engaged
21:37 How everyday plebs can read sentiment
29:55 Prediction markets and skin in the game
36:25 Writing evergreen work and AI writing
45:57 Next research: Metaplanet and AI vs Bitcoiners
51:20 AI as a deflationary force and Bitcoin
Key takeaways:
- Sully says retail is nowhere near back yet, and newer Bitcoiners show more apathy, anger and annoyance than longer-term holders.
- His data shows long-time Bitcoiners become less emotionally volatile the longer they have been in Bitcoin.
- When Bitcoin dropped to 58K, fear was extreme, and Sully uses sentiment data to spot when the crowd may be overreacting.
- Sully sees prediction markets as a high-signal gauge because participants put money behind their views.
- Bitcoiner Talent's mission is to cut wasted recruiting effort by matching companies with the right Bitcoiners, and the guests say Bitcoin and AI skills are now closely linked.
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