Rabbit Hole Recap RABBIT HOLE RECAP #383: SUPER CYCLE?
19 snips
Nov 14, 2025 Square now enables 4 million merchants to accept Bitcoin, while Bitcoin is debated as a safe haven amid central bank policies. There’s a discussion on whether recent price drops signal a bear market or a super cycle pause. Tether's $100 million ad spend for Rumble raises questions about its strategy. Robinhood's cash delivery service is explored, along with Thailand’s new anti-scam measures impacting digital privacy. Plus, Jack Dorsey plans to relaunch Vine with anti-AI elements, and Starlink offers a cheaper connectivity plan.
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Bundle Features To Reduce Adoption Friction
- Square's rollout bundles merchant Bitcoin acceptance with UX and fiat conversion features to lower friction for both merchants and consumers.
- The integration with Cash App and optional automatic conversion increases the chance merchants will adopt Bitcoin tooling.
Put Bitcoin Payments In The Customer's Hands
- Make the payments flow user-facing: place a lightning QR or button on the customer-facing POS to let users pay Bitcoin without cashier involvement.
- Prioritize UX so cashier training isn't required and on-the-ground Bitcoin payments feel as easy as Apple Pay.
AI + Lightning Makes Money Management Active
- Cash App's MoneyBot and LNURL features aim to make Bitcoin and fiat flows seamless and programmable for everyday users.
- Combining AI assistants with Lightning addresses turns fintech into an active financial planner rather than a passive wallet.