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Balance Sheets Are Being Used As A New Tool By Public Companies
<p>To investors,</p><p>The best performing public stock in the entire world was Metaplanet, a former hotel company that transformed itself into a bitcoin treasury company. CEO Simon Gerovich was facing a tough outlook, so he decided to plug his business and their balance sheet into the bitcoin network.</p><p>The results speak for …
Is The National Debt Growing Faster Than We Thought?
<p>To investors,</p><p>The widely quoted annual deficit number is $2 trillion. In layman terms, the United States spends $2 trillion more than we pull in as revenue. That is obviously not good. </p><p>But we got even worse news recently. </p><p>The US government is not running a $2 trillion deficit. They are …
Wall Street Is Officially Ready For Bitcoin
<h3><strong>Today’s Letter Is Brought To You By Consensus: Hong Kong. </strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" class="sizing-normal" height="285.390625" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" title="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" width="562" /><div class="image-link-expand"><div class="pencraft pc-display-flex …
The White House Is Ready For Bitcoin & Crypto
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 …
Why Most People Are Wrong About Deepseek AI and The Impact on Financial Markets
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" title="" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 …
The Bears Are Getting Loud Again, Which Is How You Know They Are Wrong
<h3><strong>Today’s Letter Is Brought To You By Consensus: Hong Kong.</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" class="sizing-normal" height="285.390625" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af26790-7546-46a0-adfc-ece030689e61_640x325.jpeg" title="Consensus Hong Kong 2025 – Believe In Something Together - YouTube" width="562" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 …
A Central Bank Just Said They Want To Buy Billions In Bitcoin
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" title="" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 …
New Accounting Rules Create Billions In Profits For Bitcoin Treasury Companies
<p>To investors,</p><p>Public companies are held to a higher standard of transparency and disclosure. The idea is to ensure investors are operating with as much information as possible. This has led to strict accounting practices and a regulatory apparatus ensuring companies are using similar definitions and calculations. </p><p>The problem with such …
Welcome To The Tariff Era — The Truth About US Tariffs
<p>To investors,</p><p>President Trump fulfilled his campaign promise of implementing tariffs on Canada and Mexico over the weekend. This comes after majority of the country voted for Trump to assume office and implement his America First strategy. </p><p>Tariffs, especially the blanket tariffs that were implemented in the last 48 hours, are …
Anthony Scaramucci's Skybridge Outperformed Almost Every Fund On Wall Street
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" title="" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 …