(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 recently went kitesurfing in Fuerteventura, one of the Canary Islands that is technically part of Spain. If you...Read More
(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.) Bringing order to a parcel of our elegant but chaotic universe requires a combination of two fundamental components. The...Read More
(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.) My faith in humanity’s future was restored a few weeks back after I visited a truly exceptional coffee shop...Read More
(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.) Last week, I caught up with my favourite OG volatility fund manager named David Dredge and a few of...Read More
(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 weekend before I travelled to Miami for this year’s edition of the annual celebration of our Lord Satoshi...Read More
(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 economics of nightclubs and national banking systems have a lot in common. Patronising a nightclub is a lot...Read More
Repeat after me … “I Will not be exit liquidity!” Being someone’s exit liquidity means you’re one of those schmucks who is buying or holding when the smart or connected folks are selling. In the context of this essay, exit liquidity refers to the unfortunate plebes who have been – and continue to be –...Read More
(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.) As y’all know, I don’t fuck for free. While I love disseminating knowledge about macro and crypto for free...Read More
(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.) Winter is over in North Asia. The warm weather, sunshine, and early blooming of the sakura announced the presence...Read More
(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.) As winter in the Northern Hemisphere draws to a close, I must depart my winter wonderland of deep fluffy...Read More
(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.) World War 3 has already begun, whether the mainstream media and political elite wish to acknowledge it or not...Read More
(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...Read More
(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! /s US CPI...Read More
(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)...Read More
(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...Read More
(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.) Reflections Last week I described how Sam Bankman-Fried was the right kind of white boy, and how he leaned...Read More
(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...Read More
(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...Read More
(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)...Read More
(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:...Read More
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...Read More
While crypto winter drags on, I feel compelled to address a handful of recent events in the crypto space. Usually, I would use Twitter to get my ideas out on these slightly less meaty topics, but because of the short-form nature of Twitter threads, I think they often do an injustice both to the original...Read More
(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.) Are you a patriot? Do you pledge allegiance to the flag? Are you a pinko commie? Are you a...Read More
(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 very few original ideas when it comes to global macroeconomic conditions. I rely on the writings of...Read More
(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’m currently reading Alchemy of Finance by George Soros, and it inspired me to write this stream of consciousness...Read More
(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.) Whenever I step onto a tennis court, my sole desire is to atomise any green felt ball that flies...Read More
(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.) (Note to reader: this week’s essay is a continuation of my piece from last week, “A Samurai, a Knight,...Read More
(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.) Betwixt a placid pond and the high road rests an inn. That is where you shall find me, a...Read More
(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 current crypto nuclear bear market marks my third brush with generalised market carnage. And while they can sometimes feel...Read More
(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.)Sometimes you just want to experience pain to remind yourself that you still exist. Maybe that is why I thought...Read More
