Newsletter

Mar
04
2024.09 - Bubble

2024.09 - Bubble

TLDR: You will soon start to hear "Bitcoin is in a bubble" and at some point, it will be true. This is not that moment though. We are at the beginning of a new repricing. Old models need not apply.
12 min read
Feb
19
2024.07 - Late

2024.07 - Late

TLDR: If you feel you're too late to Bitcoin congratulations, that's how most of us feel. The alternative is to keep ignoring it until it hits $100k Bite the bullet and take action now.
13 min read
Feb
12
2024.06 - Pressure

2024.06 - Pressure

TLDR: The ETFs are quietly creating steady buy pressure that has already eaten up more BTC than Microstrategy. When "cheap" BTC runs out, price will jump and the circus will come to town. Are you ready for it?
11 min read
Jan
29
2023.04 - Goldilocks

2023.04 - Goldilocks

TLDR: The mainstream media is pushing a "Goldilocks" narrative where inflation is under control and the economy is healthy despite higher rates. If you buy it I have a bridge for you.
10 min read
Jan
22
2024.03 - Onramps

2024.03 - Onramps

TLDR: When the world starts waking up to Bitcoin the wide new ETF onramps will act as life-savers tethered to Bitcoin's life-raft. Better than nothing, but I'd rather be inside the raft.
13 min read
Jan
15
2024.02 - Patience

2024.02 - Patience

TLDR: The boomer highway to Bitcoin is now open. Now we need uncle Larry to show them it's safe to come out and play. They're a shy bunch at first but give them a bit of time and they'll be gobbling up The Corn™
10 min read
Jan
08
2024.01 - Wave

2024.01 - Wave

TLDR: A big new wave of adoption is coming soon, most newcomers will probably arrive through custodial, channels. Let's hope we can help them level up.
11 min read
Dec
18
2023.50 - Hocus pocus

2023.50 - Hocus pocus

TLDR: It's a disgraceful joke that in our age of supposedly advanced technology, Monetary Policy is still a function of primitive, obscure pronouncements by "wise, powerful elders". Let us drag them kicking and screaming into the 21st Century
12 min read
Dec
11
2023.49 - Edging

2023.49 - Edging

TLDR: It already started, the insanely bullish calls, the unexpected drops, the crystall balls. Everyone will be trying to edge you into buying or selling. Make a plan, stick to it.
12 min read
Dec
04
2023.48 - F*ck you

2023.48 - F*ck you

TLDR: If you're not saving in Bitcoin your hard work is being stolen from you by those who can lower the value of your money. They'll deny it as they pick your pockets dry. It's time to send them a message.
10 min read