Some thoughts on the landscape of Bitcoin-backed fixed-income securities, and the endgame coming into focus.
To rewind a bit, let me take you back to 2021, the manic phase of the COVID bull market. I had just begun a full-time position writing research for Bitcoin Magazine Pro…
so many pundits bewildered by mNAV premium, but the very same people perfectly accepting of:
- fractional reserve banking
- infinite debt/GDP growth
- ponzi social security/pension math
What do we call this mental illness
GameStop is playing its own game and its own strategy as confirmed by the man, the myth, the legend @ryancohen.
Strangely his message did not mention Ethereum. And we still haven't hit $18. 😂
Q2 is likely going to be the big blow out quarter on Earnings for $MSTR
The quarter ends on 6/30 (52 days from now)
The earnings release call will likely be on August 5th / 6th
Technically Qualifying $MSTR for the S&P500
The market will react surprised & bewildered…
Let’s think about how this plays out.
In 10 years or less, AI will perform any white-collar job for $100 a year. Robotics will do any blue-collar job for the same.
This collapses the cost of gold mining and real estate construction. Gold and housing become abundant and cheap.…
Today may become a substantially important day in #BTC history as it massively diverges from the broader market. Risk on. Risk off. Everything insurance. 10 years from now we will all look back and realize we didn't stack enough. @ryancohen@saylor
Global game theory is much closer than it appears. This is just another reason why GME adoption of a Bitcoin Treasury strategy is so powerful.
We have extremely large pools of capital (and hopefully soon literally the largest nation state economies) on our side now. @ryancohen
Global game theory is much closer than it appears. This is just another reason why GME adoption of a Bitcoin Treasury strategy is so powerful.
We have extremely large pools of capital (and hopefully soon literally the largest nation state economies) on our side now. @ryancohen
The Bitcoin prisoner's dilemma has begun. And the US government is now overtly signaling their intentions to buy BTC as a strategic asset and reserve. Other Nations now face an existential choice.
1) Move first and secure power
2) Do nothing and watch power erode
#Bitcoin
205 Followers 228 FollowingI love this land🇺🇸; the diverse culture and beautiful scenery of America fascinate me! I hope to explore this great country with friends!🌍
102 Followers 542 Following📍California: With a heart as vast as the mountains and the sea, calm but not competitive, courageous but not impetuous, living life with passion. #MAGA DM 🚫
40 Followers 1K FollowingEntrepreneur, Author of The Price of Tomorrow, GP@EgoDeathCapital, #Bitcoin #Nostr npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdr aqshxdje9sq6eyhe
192 Followers 3K FollowingEntrepreneur, Author of The Price of Tomorrow,GP@EgoDeathCapital, #Bitcoin #Nostr npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe
110 Followers 1K FollowingThey’re Chinos — not “Khakis.” Khaki refers to the color, not the trousers. Also, the Holocene? Not a real epoch. Milankovitch cycles didn’t suddenly quit.
128 Followers 4K FollowingRebuilding Suriname with real opportunities, financial freedom & leadership that cares-so every child, including my daughter, has a better future.
106 Followers 3K FollowingCo-Founder, Volition Capital. Investor. Christian. Journaling general business thoughts as they come. Boards: $GME, $GROV, and many private companies.
66 Followers 438 FollowingBut when you're in love with someone, the place doesn't matter it's the person. The joining of two souls becoming one, honesty, love, compassion, empathy. You l
142 Followers 4K FollowingMight be in HBO's #MoneyElectric. Working on nation-state #Bitcoin adoption. CEO
@JAN3com
, building
@AquaBitcoin
, CEO
@Pixelmatic
& creator of
@Inf
381K Followers 6K FollowingEntrepreneur, Author of The Price of Tomorrow,GP@EgoDeathCapital, #Bitcoin #Nostr npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe
60K Followers 753 FollowingRedefining what a Fiduciary should be. Fighting for clients & retail. Advisor to the Board of Directors at GNS. Nothing ever posted is financial advice.
68K Followers 987 FollowingCo-Founder, Volition Capital. Christian. Journaling general business thoughts. Public boards: $GME $GROV. Private boards: US Mobile, Rounds, and several others.
1.7M Followers 91 FollowingOfficial account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
786K Followers 921 FollowingFounder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
102K Followers 2K Following🇬🇧 🏴 ex-Gold, Equities & Real Estate Investor turned #Bitcoin-er now focused exclusively on the mission of creating whole-coiners since 2021.
354K Followers 7K FollowingMight be in HBO's #MoneyElectric. Working on nation-state #Bitcoin adoption. CEO @JAN3com, building @AquaBitcoin, CEO @Pixelmatic & creator of @InfiniteFleet.
433K Followers 4K FollowingFreedom Maximalist. #Bitcoin. Creator of the "What is Money?" Show: a podcast about Wisdom, Intelligence, and Meaning. (reposts ≠ endorsements)
142K Followers 1K FollowingSalomon Brothers 90-98
Bond Portfolio Analysis
Government Desk - Long Bond Trader
Derivatives - Short-Dated Options Trading (Head)
Caxton Assoc Hedge Fund
No recent Favorites. New Favorites will appear here.