Jeff Park (@dgt10011) / X

Jeff Park

8,308 posts

Jeff Park

@dgt10011

Partner @paraficapital @Bitwise advisor. Radical Portfolio Theory™. Riverian purveyor of exotic goods & esoteric services. ex-@morganstanley @stanford. NFA

NYC

substack.com/@jeffpark1

Joined March 2009

Pinned
Jeff Park
@dgt10011
Nov 1, 2024
If you’re bookmarking one investment guide for the decades to come, make it this one. Five minutes to rewire your mindset—and you’ll never see investing the same again. Revisit after the election; it’ll hit even harder. Here’s the grand finale: Part III: The Radical Portfolio
1M
Jeff Park
@dgt10011
Feb 2, 2025
This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming. Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.
2.7M
Jeff Park
@dgt10011
Nov 8, 2025
50 year mortgage combined with student loans is basically mortality curve modeling
159K
Jeff Park
@dgt10011
Nov 10, 2025
Buffet's few final thoughts in his final letter-
1.4M
Jeff Park
@dgt10011
Jul 17, 2025
My CEO would never cheat
420K
Jeff Park
@dgt10011
Nov 5, 2025
“OpenAI is a nonprofit that now wants a federal backstop guarantee for all new capex investments but also wants to IPO at $1Tn next year for its exclusive shareholders” And you wonder why Mamdani was elected in a landslide
315K
Jeff Park
@dgt10011
Feb 2, 2025
You simply have not yet grasped how amazing a sustained tariff war is going to be for Bitcoin in the long run
485K
Jeff Park
@dgt10011
Feb 17, 2025
The fact that people are passionately talking about a Fort Knox audit means Bitcoin already won. The end.
145K
Jeff Park
@dgt10011
Oct 15, 2025
You know which protocol can’t accidentally mint $300 trillion dollars? Bitcoin
819K
Jeff Park
@dgt10011
Sep 20, 2024
If there were one thing to read today re the game-changing nature of Bitcoin ETF options, read (and bookmark) this one for 2025 - it's going to be wild.
2.1M
Jeff Park
@dgt10011
Mar 2, 2025
Huge political miscalculation by Trump in underestimating just how crucial it was for the Strategic Reserve to focus solely on Bitcoin. Sad!
328K
Jeff Park
@dgt10011
May 16, 2025
I finally watched the full video by Katie Martin from FT covering Strategy, and the punchline of her story that has been making rounds is not the "tooth" scarcity. There's something far more sinister happening here, and I want to break it down. The role of a media company is to
252K
Jeff Park
@dgt10011
Feb 9, 2025
I truly worry that theres not enough time left for most to grasp that when the next violent run-up for BTC happens it will be so generationally scarring that anyone who missed the boat will turn against it forever Stack your options now before it’s too late! Printer is coming.
561K
Jeff Park
@dgt10011
May 15, 2025
Perhaps KYC, in its current state of antiquity, isn’t protection at all—but the risk vector itself.
240K