Joe Burnett, MSBA Charles Edwards You should link to the excellent series of articles from Be Water on the subject. He spends enormous time (even more than 3 minutes!) analyzing the subject. People can decide for themselves whether there are parallels. bewaterltd.com/p/bitcoin-trea…

In case you want more than a 3-minute, inch-deep analysis on whether treasury companies are similar to investment trust of the 1920s, read this excellent series of articles from Be Water. Agree, disagree, you'll come away more informed: bewaterltd.com/p/bitcoin-trea…

Thank you Jesse, for acknowledging us Be Water ! It's a real shame...we have written over 500k words on various subjects/original content, with very little attribution...just wait until they find the rest of our work... Enjoy! bewaterltd.com and

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Algorithmic investing, HyperPrices, and AI price slop ftw bewaterltd.com/p/is-valuation…

Just a few cockroaches

Another problem with turning markets into casinos and political utilities

Saudi Arabian banks are starting to show signs of pulling back on lending for the first time in years as liquidity tightness and new bank regulations make it more challenging to keep up with demand for credit bloomberg.com/news/articles/…

The Paper Bitcoin Razor: Proof-Of-Alignment Bitcoin Treasuries Part V: A Lesson In The Dark Arts—How Not To Get Rekt (A Postmortem) see pinned tweet for more

From Asset Classes To Total Portfolio Approach To The Multiflation Method Bloomberg: ‘Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed The Total Portfolio Approach (TPA) perfects seating charts on the ship that is modern investing. But the seas conditions