Everything that happened inside and outside of Nashville last week in #Bitcoin 👇 It was a crazy week!

$MSTR issuing $2 billion in stock to buy #bitcoin

In tandem with its maturation as a monetary asset, bitcoin’s custodial solutions must continue to evolve, as Peter McCormack 🏴‍☠️🇬🇧🇮🇪 & Eric Yakes discuss on @WhatBitcoinDid. Onramp's Multi-Institution Custody solution will help facilitate the next leg of bitcoin's adoption as a

The TLDR on what's going on in Japan. Excellent analysis. In the video, Roberto Rios says that at 263% debt-to-GDP, Japan can't support 5% rates. Well, they raised rates from 0% to 0.25% last week, and it turns out they can't even support that. But, they arguably had to do

RFK Jr. skins bears. Apparently Kamala gives them superpowers?

$UBER going to smash numbers tomorrow morning. CEO posting silly tweets, watching Olympics while prepping his remarks = bullish

One final thought on the 10-year... If this ends up a sustained move to ~3.5% (or lower), that will be bullish for financing sensitive sectors: -Autos $TSLA -Solar $ENPH -Commercial RE

Fade rate cut expectations, buy the growth scare. Remember: yen carry-trade dynamics are driven by the spread between interest rates on JPY and USD. Fed rate cuts are just as impactful to the risk/reward of the trade as BoJ rate hikes. From BlackRock. I agree:

Yuuuupp. Undefeated $UBER

There is still (clearly) a severe misunderstanding of what bitcoin is, what it is not (yet), and what it can potentially become. Have the S&P 500, bonds, gold or real estate been effective stores of value? Yes. Does that change when they suffer a drawdown? No. In a highly

And then you have the optionality of kicking them out and bringing in a proven A+ operator. $SBUX $CMG

Fixed it. Instead of taking "real," just start taking nominal/M2 to get a more accurate picture of reality. While "real" median household income has only gone up 31% in the past 60 years, nominal wages divided by growth in the money supply have fallen 66%...

Does anything look out of the ordinary to you? What I see is on-trend hyperscaler CAPEX (arguably below trend after a pull back in 2023). And that trend was set before we had a *potentially* revolutionary new technology to invest in in AI. $NVDA $MSFT $AMZN $GOOG $META