Newsletter

Jul
22
A US strategic BTC reserve

A US strategic BTC reserve

Today you're still early to Bitcoin. If a Strategic US BTC Reserve is announced —and this may happen— we will flip over to the "late to Bitcoin" much faster than expected.
10 min read
Jul
08
Shhh… the Fiat Emperor is naked.

Shhh… the Fiat Emperor is naked.

One of the ways Bitcoin can be understood is as a hedge against fiat going to shit. And guess what fiat is doing?
7 min read
Jul
01

He who panics first panics best

Whether you believe they've been lying all this time or are just waking up to reality, the result is the same: There'll be no warning lights until it's too late. Only you can save yourself.
7 min read
Jun
24
The economy's bruises are showing.

The economy's bruises are showing.

They'll keep pretending everything is OK and patch anything that threatens to blow up before the election. But they'll have to print and it shows.
10 min read
Jun
17
Who'll wake up first?

Who'll wake up first?

There are at least 3 alarm clocks ticking away, any one of them going off could trigger a massive bull run.
6 min read
May
27
Trump just became the Bitcoin candidate, will Biden follow suit?

Trump just became the Bitcoin candidate, will Biden follow suit?

Trump established himself as the pro-Bitcoin candidate last week. Will Team Biden try to play catch-up or cling to a visibly losing "anti-crypto" stance? And will Trump's understanding of BTC ever grow beyond a few talking-points?
9 min read
May
20
Will Bitcoin swing the next presidency?

Will Bitcoin swing the next presidency?

Not yet in the US, unless Biden fumbles horribly. But being pro-Bitcon as part of a political platform is not going away, and could absolutely become a pivotal point outside the USA
12 min read
May
13
I refuse to "sell you" on Bitcoin

I refuse to "sell you" on Bitcoin

If you're waiting for someone to convince you to buy Bitcoin just walk away. Bitcoin's returns speak for themselves. If you'd like to understand why Bitcoin could keep outperforming prepare to roll up your sleeves. No one can climb the mountain for you.
13 min read
May
06
2024.18 - Captured

2024.18 - Captured

TLDR: Has Bitcoin been captured? Avoiding capture is a perpetual game for Bitcoin. The bare minimum is self-custody. but there are other real threats. Are You doing your part?
16 min read
Apr
29
2024.17 - Seppuku

2024.17 - Seppuku

TLDR: You should always think of Bitcoin as "under attack". Some weeks, like last week, the attacks are simply more visible. Don't turn yourself into an easy target.
19 min read