Bitcoin and other digital assets have performed exceptionally well over the last three quarters. Institutional adoption, propelled by companies like MicroStrategy (MSTR), have profoundly changed the bitcoin-related discourse. MSTR currently owns 91 579 bitcoins (BTC), leading th…
“Capital isn’t scarce; vision is.” - Sam Walton Our subscriber base is expanding, thank you for reading our content! This month’s newsletter will focus…
“Buying Grayscale's GBTC at close to no premium allows retail investors to front-run smart money.” - Alex Krüger
“In retrospect, it was inevitable.” - Elon Musk Tesla Makes a Huge Bitcoin Allocation, Plans to Introduce BTC Payments Tesla (TSLA) stirred the financi…
"Markets beat hierarchies when sourcing information about the future." - Fred Ehrsam Going Parabolic Digital assets are currently presenting parabolic …
“If you can produce more of it with labor, capital, & technology, it’s a commodity. If it’s unique, irreplaceable, and brings you joy, it’s a scarcity.…
Allocation Model for Digital Assets In this segment we maintain a model allocation for each month, consisting of most significant digital asset classes…
What is Alpha? Alpha, the first letter of Greek alphabet (α), is a generally used financial term to describe a strategy’s excess return compared with t…
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