Joël Kai Lenz

Stablecoins and Bitcoin

Stablecoins are the biggest use case in crypto next to Bitcoin. This can be an advantage, but there are many dangers we need to be aware of as a…

Oct 10 • 

Joël Kai Lenz

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4

September 2025

Thoughts About AI Slob

At Relai, we recently released a fully AI-made commercial spot, and this got me thinking about AI slob and whether creators are getting lazier…

Sep 27 • 

Joël Kai Lenz

1

What if Bitcoin Is Never Going to Be More Than Internet Money?

I’ve been thinking about Bitcoin’s role recently and what if it never becomes more than magic Internet money? What if it only stays a speculative asset?

Sep 3 • 

Joël Kai Lenz

4

1

August 2025

Alexander Eser – The Strategy Bitcoin Playbook

Alexander Eser is one of the most active Strategy (MSTR) shareholders on social media who can outline what's going on with the Bitcoin-centric company.

Aug 25 • 

Joël Kai Lenz

47:03

The Bitcoin Perception Change

Bitcoin is changing and is not the same anymore as Satoshi may have envisioned it back in 2009. Here’s my latest rant about the matter.

Aug 20 • 

Joël Kai Lenz

1

Alex von Frankenberg – Bitcoin, the Honest Money

Alex von Frankenberg is the latest guest in my Substack interview series. We ended up talking about his book, time in a VC fund and why ice-cream is the…

Aug 15 • 

Joël Kai Lenz

2

49:16

The Internet Is the Greatest Democracy, but It Needs a Native Currency!

Bitcoin is the Internet’s biggest opportunity to reclaim freedom, censorship resistance, and the nostalgia that attracted so many of us the first time…

Aug 11 • 

Joël Kai Lenz

2

2

Perplexity's Comet Browser: Hype or a New Baseline of How We Engage With AI and the Internet in the Future?

I’ve been using Perplexity’s new AI browser, Comet, for a few weeks now. This review shares my experiences with it, highlights the downsides we still…

Aug 6 • 

Joël Kai Lenz

2

2

Mark Connors – Why the Financing of Bitcoin Is Just Getting Started!

Mark Connors is the first guest in my Substack interview series, and we dive down the data rabbit hole and look for answers to the question of Wall…

Aug 2 • 

Joël Kai Lenz

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Mark Connors

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59:31

July 2025

AI Browsers Are to the Modern Web Experience What Bitcoin Should Be to Money

AI has completely disrupted the Internet. For good or bad. Its impact is shaping modern society as we speak. I believe Bitcoin has the same potential as…

Jul 28 • 

Joël Kai Lenz

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2

Is Retail Missing the Boat?

Retail investors are nowhere to be seen. I think there are some simple reasons for this. I recapped all of them below for you to read.

Jul 23 • 

Joël Kai Lenz

2

I’m Back!

I've decided to revamp my Substack for good now! There are a lot of changes incoming...

Jul 19 • 

Joël Kai Lenz

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3:22