Be Present

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)There are many activities we modern humans engage in so that we can be more present. Mental clarity and internal peace takes on extreme...

1d

Bouncy Castle

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Stick a fork in it, ’cause we’re done with inflation in Pax Americana. Hip hip hooray!… /sUS CPI YoY IndexAs you can see from the chart...

3w

Vitiligo

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)This will be the last essay in my “White Boy” series. I am done talking about Sam Bankman-Fried (SBF) and the collapse of FTX/Alameda....

Jan 2023

PEMDAS

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)The question at hand is whether the current price for Bitcoin is at the “bottom”. Bitcoin is the purest and most battle-tested form...

Dec 2022

White Man

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)ReflectionsLast week I described how Sam Bankman-Fried was the right kind of white boy, and how he leaned into this persona to convince...

Nov 2022

White Boy

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)I suggested in my last piece that you had to at least give kudos to Sam Bankman-Fried (SBF) for being a “once-in-a-generation trading...

Nov 2022

Speechless

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)I have no words…JK!I actually have a few thousand for y’all.I asked a question on Twitter a few days ago wondering who would be the...

Nov 2022

Pure Evil

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)Everything is relative except maybe the speed of light. So, when I proclaim that Central Bank Digital Currencies (CBDC) are pure evil,...

Nov 2022

Comeback

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)The story of the crypto capital markets is one centred in North Asia — specifically, Greater China.Side note: Greater China is the combination...

Oct 2022

Contagion

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)For better or for worse, one of the interesting upshots of the pandemic and the ensuing outpour of pseudoscience on social media is...

Oct 2022