Rob Hamilton on Risk, Liquidity, and the Signals Bitcoin Still Lacks
By Fundamentals
Ep. 25 · Aired Jul 14, 2026 · 1h 10m · Last boosted 5d ago
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Show Notes
In this episode, I sit down with Rob Hamilton to talk through one of the themes that has quietly connected a lot of our conversations over the years: risk. We unpack the difference between living with risk versus explicitly pricing it, why Bitcoiners are often strong at spotting failures in banking and fiat systems but weaker at thinking from first principles about market structure, and why liquidity, credit, derivatives, and pricing across time matter so much more than many people realize. Along the way, we contrast the maturity of fiat markets with the relative underdevelopment of Bitcoin markets, and...
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Episode Boosts
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All action is market activity. Every expenditure of time is a trade. Asymmetric information is how to trade and attain positive capital accrual. Freemarkets transmit information efficiently and the more specialized the information the greater the arbitrage opportunity should the market deem the information valuable.
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Deep cut indeed!
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👍🏻👍🏻🫡🫡
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@Brian Hirschfield and @Rob Hamilton Are markets where you can place bets that are truly undeliverable (you don’t have the asset taking a futures contract that specifies delivery, or naked shorting), immoral? Do we call this fraud? Assumed risk by the participants? How do we define these kinds of scenarios? Bec…
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Thank you gentlemen