Posts
Perspective on Crypto and Bitcoin:
To truly understand Bitcoin's potential and long-term trajectory, we need to look beyond the short-term charts and analyze the global macroeconomic shift. Broadly speaking, the global financial landscape today is split into two major economic forces: the traditional Western financial system (dominated by the global hegemony of the US Dollar), …
Jobs came in hot Friday and stocks AND bitcoin both got hit. So much for the hedge
Been watching this for a couple weeks and Friday kind of confirmed it for me. May payrolls printed 172k against an 80k estimate, unemployment held at 4.3%, and instead of that being read as a healthy economy, everything sold off. S&P down 2.6%, Nasdaq down 2.6%, and BTC dropped right …
Perplexity CEO Aravind Srinivas Says This Metric Will Define The AI Race Winner
Perplexity AI CEO Aravind Srinivas says the key to winning the AI race is 'token value per watt per user.' This metric combines efficiency, economic output, and performance, emphasizing energy optimization over sheer model size or cost. He believes firms mastering this balance will dominate the future of artificial intelligence.
Moving everything into BTC
Im down like 65% now and my portfolio exists off 30 percent SOL%, 23% LINK, 22% ETH only 16% BTC and 8 percent in BONK (only down 30%). Im wondering if its time to cut some losses and move it all into BTC sinds a long bear is probably ahead …
New York passes data center moratorium and consumer protections as environmental, and housing proposals stall
What do you consider the best crypto to buy now if you're starting a portfolio from scratch?
Let's say someone has no crypto exposure at all and wants to build a portfolio today. Would you still start with Bitcoin and Ethereum and then add smaller positions later, or do you think there are better opportunities right now? I'm trying to figure out how people balance conviction with …
JPMorgan, Citi, BofA & Wells Fargo Go Onchain Before Stablecoins Take Their Deposits
Viewing Crypto as a Serious Long-Term Asset: Boring but Winning
how much of this selloff is triggered by mstr versus the overall macro pain we're seeing now broader in equities and oil?
the mstr def did not help, but i feel like there are lots of other things going on in the macro environment that is driving this sell off no one knows where the bottom is and its impossible to know, but i think we are too focused on just one …