Leveraging 35 years as a portfolio and risk manager to share the Macro Case for Bitcoin & Why the Alpha is in the Beta with bitcoin. Co Host: @thenewbarbpod
First big purchase of the year and I couldn’t ask for a better start. Been grinding in crypto and it’s finally paying off just picked up a brand-new Cadillac Escalade SUV. Big thanks to @cc__Melissa for the guidance…
Proper analogy @EricBalchunas when the toddler acts up, give it a timeout for the age appropriate behavior. Don’t discard it.
Wait,
It will mature, provide value.
Be worth the wait.
Patience of a parent.
The Tortoise and the Hare: Store of Value edition.. love this chart of $GLD vs Bitcoin for past three years have the exactly same 39% ann return but two VERY dif routes there. One's a teenager and the other is 5,000 years old and they act like it.
Some Truth Dropped here.
Derivatives volume is multiples more than spot Bitcoin.
That sets price often, not always and certainly not over the long run.
Gold-Markt als Parallele:
• Das LBMA-Papier-Gold-Volumen übersteigt das physische Gold-Volumen um den Faktor 100+
• Trotzdem ist Gold von ~$1.200 (2018) auf über ~$2.900 (2025) gestiegen
• Warum? Weil physische Nachfrage (Zentralbanken, ETFs) letztlich den Boden setzt und
Have you noticed a major shift in your mood and behavior since the Bitcoin price crashed a few days ago?
Over the last 2 years I’ve gone on a journey to build a citadel mind and body to be able to handle the 10X problems that will come with a Bitcoin 10X.
Even after all the