Recent
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
Aug
26
This is Fine
With RFK now endorsing Trump a potential divide between Bitcoiners has been closed. The Fed's announcement of incoming lower rates suggests they'll desperately preserve their "soft landing" narrative despite facts.
9 min read
Aug
19
What is gold trying to tell us?
Gold quietly made a new all-time-high last week, usually gold surges when markets are fearful uncertain. Could it be Kamala's economic policy proposals spooking the market?
10 min read
Aug
12
Was the Japan carry trade a nothing burger?
Hardly. They managed to put a cork on the crisis this time, but did not solve the underlying problem. It's a matter of time before massive leverage causes the market to blow a gasket.
9 min read