Gold has been under pressure since hitting All Time Highs (ATH) at $2063/oz. in August 2020. Some view the pull-back as a moment to question the investment outlook for the … More Gold Update: Shaking-out weak hands during multi-year bull-market
The internet has caused profound societal shifts in the past 30 years, but it’s influence isn’t fully realised. In this edition of the Sound Money Monthly I leverage off The … More SMM: (ed.8) Bitcoin – the next step in a tech revolution to the Digital Age
Tesla has announced that it purchased $1.5bn worth of bitcoin in Q4 2020. Bitcoin adoption by a globally renown company is exciting, and it’ll probably trigger the next phase in … More Scarce digital tech (tesla) is not digital sound money (bitcoin)
In January 2020 an internet chat group took down a Wall Street hedge and got one back for the little guy in a classic Robinhood story – or so you’re … More SMM: (ed. 7) When will this Game of reverse Robinhood Stop?
This is a very short note that gets to the essence of the what and why of bitcoin. Bitcoin is an elegant combination of 3 attributes and there are 4 … More What is bitcoin and who needs it?
2020 Sound Money Recap In 2020 we established that “sound money is the challenge and opportunity of our lifetime.” Central banks have pursued aggressively loose monetary policies since the 1970s, … More Sound Money Monthly: (ed. 6) Invest capital into a sound future
2020 has been an unbelievable year. Apart from cementing the importance of relationships and community, bitcoin is the most positive component of a challenging year. 300%+ investment returns are spectacular, … More 2021 bitcoin outlook: Hold onto your hats!
Whilst bitcoin demand is variable, bitcoin supply is perfectly known and pre-determined. There will only be 21 million. The architectural design is very unlikely to change. It’s incredible how known … More Adoption Waves: FOMO remains Bitcoin’s #1 Marketing Strategy
Bitcoin’s detractors often refer to it as a speculative asset. This is partially true – an investment in bitcoin involves a speculation on an inherently uncertain future. But the connotation … More Embracing Speculation: High-probability potential in a speculative world
Bitcoin is in the process of monetisation whereby people adopt a digital, decentralised, global, censorship resistant store of value. Historically adoption cycles have centred on the halving, with an accumulation … More Learning Bitcoin’s Golden Language – Adoption cycles will persist post 2021