Recent
Nov
18
The guests are arriving
Slowly but firmly, institutional money is showing up. We are witnessing the first wave of the long-prophesied institutional money taking positions. What comes next will melt faces. Stack hardest.
14 min read
Nov
11
This is Gentlemen
Where's the fun of being rich in a broken world?
We're landing on the timeline where we get a chance to bend reality towards BETTER, let's not take it for granted.
Future you beckons from greatness.
14 min read
Nov
04
Behind Dark Clouds
The neurosis around elections has been palpable and hard to avoid. Looking back from the future these prices will be a blessing. One way or another, Bitcoin's price is about to enter a brave new era.
14 min read
Oct
28
Last call to board before Big Money
We're within spitting distance of all-time highs and Big Money is only starting to pay attention —mainly thanks to absurd levels of debt which show no signs of slowing down. It feels like the train is about to leave the station.
11 min read
Oct
21
What's your preferred BTC mix?
TLDR: BTC in cold storage first and always.
I don't love miners stocks or ETFs.
MSTR is building an interesting monopoly as it invents the securitization of BTC market — it's the only BTC-flavored investment option for some big players.
13 min read
Oct
04
Is Microstrategy overpriced?
It's a function of your time-horizon. Yes, it would have been better to buy a few years ago and today's valuation may be rich. But MSTR is changing the capital markets in ways most people don't understand and they're not stopping anytime soon.
9 min read
Sep
30
Waiting for $40k
The framing of this question shows why Bitcoin is expensive at every price for beginners. Not because of the money, but because you have to invest the time and do the homework.
8 min read
Sep
23
What do you think of this 2x BTC ETF?
I see no good reason to buy paper Bitcoin. If you NEED an exchange-traded proxy for some reason, Microstrategy (MSTR) seems more interesting (and has been more profitable) than any ETF.
7 min read
Sep
19
Is "blockchain" a scam?
Since we're about to see major players push hard for "blockchain" projects (again) you deserve a more nuanced explanation than a simple yes.
12 min read
Sep
09
Is Bitcoin too good to be true?
I'm obviously a die-hard fan, but last week I was asked if BTC might be "too good to be true". It's a fair one, there's a lot of irrational exuberance among bitcoiners and some of their claims are worth a second look.
11 min read