Join Andy Singleton today to talk Agentic Investing!

See you there

Wishing our CryptoMondays members Lou Kerner 🇮🇱🇺🇦 and Andy Singleton success and enjoyment in Cannes at EthCC - Ethereum Community Conference . . who else is going to be there?

Good one (read as “non-consensus”)

The biggest and the best Boston CryptoMondays so far

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I showed two new ideas: - AVA or "Annualized Value Add" which is an income statement for Digital Asset Treasuries - A design for a bitcoin treasury that gives initial investors 0 NAV premium, low risk, low cost, and quantified value accretion

This would be helpful for trading and portfolio construction. In general we are seeing that the AIs that we use are better at writing code than at guessing what action to take directly

Lots of talk about dollar debasement. It's good to remember that markets balance between two poles: - Dollar debasement and money supply inflation. This would provoke you to buy gold and btc - Deflation. This happens when people are pessimistic, and refuse to borrow, and force

Also lots of talk about gold versus bitcoin. Is the BTC outperformance dead? I think this chatter is mostly just trend following, because gold has been up and BTC has been flat over recent months. It's worth watching though. Bitcoin is aging, and was designed for an environment