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!
“Do you believe bitcoin?” “Do you believe in gold?” This line of questioning makes it sound like there is something mystical or religious about these store of value assets. Yes, … More Don’t “believe” in bitcoin; understand Store of Value, Stock-to-Flow and Network Effects
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 … More BTC vs. ETH PART 3: Investment Thesis
Since the August 14 Bitcoin Bulletin “Accumulation Phase Intact”, bitcoin has gained by 10.6% from $11,770 to $13,019. The data I’m looking at suggests we’re firmly in the accumulation phase … More Bitcoin Bulletin: All aboard the train
Bitcoin has developed a strong correlation with risk assets, like equity, in 2020. This is an understandable concern for those who consider bitcoin a store of value – a place … More Dispelling bitcoin risk-asset fears