Guy

Read_598 – Why Every Fixed Income Investor Should Consider Bitcoin – Part 1 & 2 [Greg Foss]

“General Motors, Ford, AT&T and GE have cumulative debt that is larger than the entire HY market. Downgrades of any one of these names likely imply a downgrade of the others. The forced selling would rock the HY market, which would start a domino effect and a negative feedback loop that would reach to all credit and equity markets globally. Pretty scary stuff. Follow inefficient investment guidelines, win stupid prizes.” – Greg Foss

Today we hit Parts 1 & 2 of Greg Foss’s incredible 4 part report on the case for Bitcoin from the fixed income investment perspective. Laying out his history in the markets, how he has seen and evaluated the risks and market contagions of years past, & digging into the nerdy framework to understanding the credit markets, and most importantly, how to price risk. This is a must listen, and Parts 3 & 4 dropping tomorrow are going to make you more bullish than you know.

Get ready.

Check out the full report at the link below:
https://rockstarinnercircle.com/wp-content/uploads/2021/04/Why-Every-Fixed-Income-Investor-Needs-To-Consider-Bitcoin-As-Portfolio-Insurance.pdf

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Guy’s Take #51 – AOPP & the Travel Rule

With Twitter up in arms about a potentially invasive privacy measure and compliance for an invasive regulatory requirement, it’s time to break down exactly what is going on, and what we should or should not be concerned about. What is the Travel Rule, what is AOPP, and what should I do with my hardware wallets?…

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Guy’s Take #51 – AOPP & the Travel Rule

With Twitter up in arms about a potentially invasive privacy measure and compliance for an invasive regulatory requirement, it’s time to break down exactly what is going on, and what we should or should not be concerned about. What is the Travel Rule, what is AOPP, and what should I do with my hardware wallets? That’s what this episode is about. There will be no ads on this show as I just want to talk about this issue and share my own conclusions after digging into what the reality of this situation is. Hope this helps makes sense of what is going on.
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Read_597 – The 7th Property Ch1 – The Dimensions of Money [Eric Yakes]

“What is money? Why is it used? Which type of money is best? And why?” – Eric Yakes Today we are diving into the foundational chapter of Eric Yakes’ book The 7th Property. What are the characteristics of money, and how can we use them to understand the security and comparative value of competing monetary…

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Read_596 – Bitcoin is a Pioneer Species [Brandon Quittem]

“This makes Bitcoin miners uniquely symbiotic with energy grids serving as “demand response” partners. If energy is ever in short supply, people get priority over Bitcoin miners. However whenever there is excess energy, it gets monetized. This symbiotic relationship leads to more energy abundance generally.” – Brandon Quittem Another great piece coming at you today…

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Read_595 – Money Messiah: Part 2 [John Vallis]

“Money, in the ideal (which we’ll likely always only ever strive for, and not achieve), turns a portion of ‘our work, here and now’, into a portion of ‘everyone’s work, anywhere and forever’.” – John Vallis Continuing the incredible piece from yesterday by John Vallis around how the human consciousness even creates value and meaning,…

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Read_594 – Money Messiah: Part 1 [John Vallis]

“Sacrifice is thus a critical component of value, as it is the use of one’s own limited resources, as that against which all action is measured and justified.” – John Vallis Why does it always seem that the Bitcoin rabbit hole inevitably leads to the questions of “what is money” & “what is value?” How…

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Read_593 – Bitcoin Heading to $30k? [Nik Bhatia]

“This confluence of Fed hikes and investor naivety “presents the setup for a severe washout” as the “pernicious effects of rising interest rates on future cash flows will likely prompt speculators and investors at the margin to dump or severely reduce their crypto holdings.” – Nik Bhatia We take a little break to discuss the…

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Read_592 – First Impressions of Web3 [Moxie Marlinspike]

“The people at the end of the line who are flipping NFTs do not fundamentally care about distributed trust models or payment mechanics, but they care about where the money is.” – Moxie Marlinspike As a follow up to the model and concept of web3 built on top of Bitcoin and Lightning, it seems prudent…

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Chat #66 – Will the Real Web3 Please Stand Up, with John Carvalho

“Our goal is basically to realize this concept we have created called the atomic economy. This is just my way to create a narrative and mental model to represent hyperbitcoinization, or a future world where we actually broke free from having government regulations control the economy, having big tech control our data, and having big…

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