Crypto Capital

Anyone smart enough to follow my advice to take profits last Dec/Jan and patient enough to avoid buying back entirely at the assumed $6500 mining support - good on you. My sense is this market is never going to fall below 100b and it's time to put that cash back in play. I'm planning a… Continue reading Time for rentery →

I spend a solid chunk of the past year on a video to explain Bitcoin for general audiences & engineers alike...   https://www.youtube.com/watch?v=ZKwqNgG-Sv4  

Right now is a nice time to confirm two different theses from previous letters. This entire market (from a valuation perspective) is 90% Bitcoin. Ignoring technology, Bitcoin is the network that is focused solely on value protection. Looking at the Bitcoin price for the past year we can see it has finally settled back into the multi-year trend.… Continue reading January Update →

  Trillion dollar knowledge gap I always say to others that this is "the great information trade of all time" not because the information is secret but because people can't interpret/understand it easily yet - and it's not their fault. All of us were born into a world with various forms of money we never… Continue reading December Update →

A dream come true? This month we saw the largest gross increase in the history of the market. To begin, I'll reflect on last month's sketch of what was to be expected. I cautioned in October that it was not yet the time to sell due to Bitcoin's surge towards 10k in anticipation of Bitcoin… Continue reading November update →

High tides for Bitcoin First I'd like to reflect on last month's thinking: This month that reasoning came true as it was announced Bitcoin will finally hit public markets via the CME offering of futures. This allows those in the traditional finance markets to wager on the future price of Bitcoin - without needing to… Continue reading October update →