If you pick datapoints that fit your narrative while excluding other reasonable datapoints that run counter to your narrative, that's not being...
Inflation in the U.S. began ticking up in March 2021. Since then, CPI is up 21.4%, and the value of the USD is down 17.6%. Based on that timeframe...
Thanks for posting. Yes, it is good to understand the bear case as a counterbalance. In this instance, I didn't find anything especially...
There's an old adage when the market takes a hit, "sell what you can sell." Bitcoin trades 24/7. Bitcoin is tremendously resilient. It won't be...
True, but a currency is only useful if others accept it. Teslas still have value (as a form of transportation) even if the Chinese cars are...
It might say something about the importance of the network effect. The extra 3% wouldn't mean much if nobody accepted your token for payment.
China can turn off these payment methods for those that don't toe the party line. Bitcoin is censorship resistant and permissionless.
I enjoyed that podcast quite a lot. You can learn a lot from successful folks. Thanks for posting.
Nov 29 to Apr 30 is 5 months.
Price or NAV plots often don't include dividends (Yahoo!Finance price plots, for instance). The YieldMax website specifically says "performance,"...
I disagree. Intuitively, both lower upside and less downside should give MSTY a lower beta and a lower standard deviation of returns than MSTR. If...
My view is that MSTY is just a watered down version of MSTR. It will underperform when MSTR goes up (because of the written calls), and it will...
Trying to get a handle on what CEP is worth. Any idea, or just playing the asymmetric payoff related to bitcoin exposure? Contemplating dipping my...
There's only one Michael Saylor. He's so reliable, always does what he says he's going to do with respect to bitcoin. Don't you worry that GME is...
It's only a double bottom if it rebounds off 79k. Not so sure it's ready to go back up.
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