Moose Capital

Probability, macro, crypto

[Moose Capital @MooseCapital]

Being pessimistic for a decade and proven right when circumstances turn bad does not automatically make one a prodigy.

[Moose Capital @MooseCapital]

I don't think people understand how extremely far-fetched it is that big nations are going to adopt bitcoin as their currency.

El Salvador didn't have a functioning domestic currency, so they had nothing to lose.

[Brian Armstrong @brian_armstrong]

Wonder if they would consider moving to Bitcoin - that would probably be the right long term bet

[Moose Capital @MooseCapital]

"Gold doesn't work as an inflation hedge anymore"

True in USD but false in almost all other currencies.

[Moose Capital @MooseCapital]

In the more risky Swedish markets it's even worse.

USD investors are down 46%.

[Moose Capital @MooseCapital]

Quite crazy. The implications of a strong dollar in international markets.

If you are a dollar investor in OMX30 (largest index in Sweden) you are down 32% ytd, compared to -19% in the domestic currency.

[Moose Capital @MooseCapital]

A Swedish municipality is considering to buy Bitcoin
https://t.co/9wn30CODyO

[Moose Capital @MooseCapital]

Really surprising to see how the dollar is holding up $DXY

[Moose Capital @MooseCapital]

@AStullkowski Totally agree, there would probably only be some short term volatility.

[Moose Capital @MooseCapital]

It's not impossible that they ban mining in the EU because of the energy crisis #Bitcoin

[Moose Capital @MooseCapital]

“Think about this. Square has a suite of products that gives them a multidimensional view of what is happening in the economy, how the price of goods are changing, and any differences between demographics, location, or income levels.” - ⁦@APompliano⁩ https://t.co/9blm9W95ur

[Moose Capital @MooseCapital]

Don't "blow up", by @makroperspektiv https://t.co/LbHz353QjK

[Moose Capital @MooseCapital]

@AnnaSvahn_ Another way to see it; 19% of global gdp and ~1% of foreign exchange reserves. With that in mind the rise is surprisingly low

[Moose Capital @MooseCapital]

Determinism vs probabilism & money creation
https://t.co/vpiT6MOD72

[Moose Capital @MooseCapital]

Facebook down $FB down

[Moose Capital @MooseCapital]

For those who are interested: https://t.co/K8LkDI2FKG

[Moose Capital @MooseCapital]

I never fully got the NFT thing but now I saw the first 3D NFT art exhibition. Insane. This is the future

[Moose Capital @MooseCapital]

The smartest people in the climate community are pro nuclear. The alarmists are slowing down the process to net zero…

[🇺🇸 Kyle Bass 🇹🇼 @Jkylebass]

Imagine if we stopped flying planes after the first plane crash. These climate geniuses killed nuclear power after three-mile island and Chernobyl…now they are upset about power outages and broken grids. Hilarious. #Genius #Nuclear

[Moose Capital @MooseCapital]

@AnnaSvahn_ @antiloophedge Grattis!!

[Moose Capital @MooseCapital]

“We live in a world with many micro-narratives, but with no underlying, unifying meta-narrative.”
https://t.co/pDK2BMfCGe