2021, what a year! There is lots to be grateful for, in life, work and markets. Lots of lessons learnt too. In the past week I took some time to reflect on last years predictions, digest the learnings and contextualize where we are ahead of what will likely be another whirlwind year. Forecasts can be … More SM (ed. 18) Annual Review and Outlook
Bitcoin and the rest of the crypto ecosystem experienced a hair-raising correction in the past week but I expect the bull-market to continue deeper into 2021. The market structure might be changing slightly as institutions play an important role so we have to wise up to the risks they introduce. But we cannot be fearful … More Bitcoin update: The bull-market is not over
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 yellow metal. Many bitcoiners are jumping on the proverbial grave. In this piece I address those questions, compare the current pull-back to historical bull-markets, discuss … More Gold Update: Shaking-out weak hands during multi-year bull-market
First point of business – I’d like to invite you to a digital bitcoin webinar on Wednesday 9 December (1700 GMT, 1900 South Africa (GMT+2), 1100 Pacific Standard Time. This is for bitcoin investors. It is less suitable beginners who don’t have any holdings. Goals: Prepare for the bitcoin bull market; understand past cycles, strategize … More Bitcoin Bulletin: Shifting from accumulation towards aggressive appreciation phase
In part 1 I described the major differences between bitcoin and Ethereum and in part 2 I spoken about the protocol uncertainty in ethereum’s future vs. bitcoin’s ossifying protocol. In part 3 I return to my investment thesis, which is the reason I remain predominantly bitcoin focused. Primary investment thesis (5-10 years) Store of Value … More BTC vs. ETH PART 3: Investment Thesis
Sound Money 