Exploring real-world crypto use cases that drive impact. Documenting how blockchain empowers people & expands financial freedom. #Bitcoin#WAGMI#inclusion
QE is slowly returning. Lots of people talking about how the correlation to M2 has disappeared, but I think it returns in less than a year. Assets that maintain their value will always be in demand.
Yearly reminder that investing in bonds is the worst possible decision you can make. Imagine investing in TLT instead of btc. The USA will continue to debase their currency for years to come!
Watched some surfers today and had a revelation. The things I want- money can’t buy. No use in getting a second home- I just want to spend month-long trips with my family in places we can do the things we love, together.
Best Investment advice I have for a growth portfolio which always remains solvent- have enough cash to last you 2 years of living costs. Invest in a diversified portfolio. Don’t use leverage. HODL. Buy when there is blood in the streets. Trim during days you feel euphoric. Repeat
Today I sense a few arbitrage opportunities. I’m out of dry powder so I sold som GOOGL, and bought some MSFT, AAPL, as well as some MSTR calls. Will check back on these trades in a few months to measure performance.
Labor market is soft, especially traditional CS and big tech which is seeing immediate AI displacement. Inflation concerns are coming back, and we are in a fiscal dominance phase which has no end in site. Austerity measures by DOGE were a blip on the radar, back to printing money
To add value to my followers, I will start to share some more my trades and macro thoughts here. Crypto will remain my focus. Right now I’m holding 90% BTC and 10% ETH in my crypto portfolio. All other cryptocurrencies need to demonstrate clear use cases in the current climate