What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
crypto
Crypto Vs Equities
What do you choose? Where do you go? Thoughts.
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
crypto
💥DUMP YOUR CRYPTO 2.0💥
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
Jumpstarting Network Effects
Bitcoin, Network Effects and Massive Value Creation