Mark Connors (@riskdimensions) / X

Mark Connors

1,181 posts

Mark Connors

@riskdimensions

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

New York, NY

markrconnors.substack.com

Joined June 2009

Pinned
Mark Connors
@riskdimensions
Feb 20
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…
Mark Connors
@riskdimensions
Feb 19
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.
Eric Balchunas
@EricBalchunas
Feb 19
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.
Mark Connors
@riskdimensions
Feb 9
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.
@ElmundoCrypto
@elmundo_hzi
Feb 8
Replying to @smart_money
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
Mark Connors
@riskdimensions
Feb 5
If you want to know what happens when money becomes meaningless. Look at the $600k wagered below. God knows it’s not a good use of money.
Polymarket
@Polymarket
Feb 4
BREAKING: The odds of Jesus Christ returning this year have doubled overnight. 4% chance.
Mark Connors
@riskdimensions
Feb 4
Some mindset/ body aware gold dropped by @bradmillscan Hit the gym. Talk to friends. The thesis is playing out the price is not. Great stuff Brad
Brad Mills 🔑⚡️
@bradmillscan
Feb 3
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

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