@capseyeth@JDpublicenemy there’s always some new innovation in crypto every cycle which generates an insane amount of hype, fomo and returns
so while majors may not deliver the same % returns, the market will unearth something new which will create insane returns over a short period of time
@ashwinravi99 picking only 5 frontline bowlers after seeing on this tour how the young/inexperienced bowlers have performed is absolutely ridiculous
it’s a game of musical chairs with this team management
a lot of people on my timeline lack perspective
“bitcoin is underperforming mehhh”
it literally outperformed everything so hard in 2023 and 2024 that equities are still catching up
don’t cry cause you bought the top in 2025/26
In his first press conference, Warsh invoked Druck's "the best economist I know is the stock market" ethos.
This is where I've connected with Kevin Warsh the most: on the damage done by the Fed's contamination of the critical information from market prices.
Warsh said this at the presser:
"Financial market prices are probably the most important source of information to guide central bankers. But when all the financial markets are doing is reflecting back what we’ve said, then we’re taking the most important source of information and we’re being blind to it."
He's been very consistent. Here's a snippet of the discussion I had with him at my MacroMinds conference in 2024.
All this relentless bear posting, doom loop pontificating and SDS (Saylor Derangement Syndrome) always fails to examine the possibility that BTC will eventually go up in a straight line?
The early Anthropic employee with $100mm of M2M value will look at what to buy after and quickly realize snap bidding QQQ will not diversify them at all, the market is almost entirely comprised of AI related beta.
Bitcoin is the only true diversification.
Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market.
With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.
i remember during the bear market in '22-23 i was talking with @rainnen23 and asking him his thoughts about mid-IQ things like rate hikes and the US raising the debt ceiling and he just responded with 'i have no idea but my line looks good here'
there is an explanation-obsession with markets where everyone wants to be able to explain everything. i think it stems from influencers and streamers needing to product so much content, but there just isn't a need
why would i listen to somebody who doesn't know what they're talking about discussing something that i have no understanding of. monitoring the minute chart of your long term investments is pointless anyway
playing pretend like an authority figure in global market dynamics and oil disruption is retarded for ppl who spent the last 2 years trying to long fartcoin
in crypto 95% of the game is just waiting until it's obvious. drowning in the sea of ignorance is a waste of the batteries you need charged in order to capture the 5%