Fred Krueger

Investor. Not Financial Advice. Bitcoin and AI maxi. Stanford PhD. "You might want to buy some in case it catches on"

[Fred Krueger @dotkrueger]

RIOT, IREN and MARA have exited Bitcoin for AI.
Bitcoin is down 40% from its all time high.

And yet we are at 1 Zeta Hash.
There are zero security issues.

[Fred Krueger @dotkrueger]

@EricBalchunas Ironically, Friedman rejected gold precisely because its supply curve was not "mathematical" enough. He argued for a money supply that grew at a fixed percent per year.

This flawed theory opened the door for the inflation and money printing of the 1970s.

[Fred Krueger @dotkrueger]

Milton Friedman was to blame. HT @EricBalchunas

[Fred Krueger @dotkrueger]

@AdamBLiv Do you call yourself a Bitcoiner?

[Fred Krueger @dotkrueger]

https://t.co/6Torn8ORlX

[Fred Krueger @dotkrueger]

zoom out 90 days

[Fred Krueger @dotkrueger]

"Sell your Bitcoin and put the capital to work in AI"
-- Jason 2 weeks ago.

[Fred Krueger @dotkrueger]

@CorySwan My take is Anthropic will do very well. It's the fastest growth rate of any company that size -- and they can keep growing for quite a while.

I will be buying the stock when it trades Nov 19.

[Fred Krueger @dotkrueger]

@Scaramucci is the pope catholic?

[Fred Krueger @dotkrueger]

@tomyoungjr I don't even hate the Fed.
It's good for Bitcoin.

[Fred Krueger @dotkrueger]

The Inflation Numbers for Bitcoin are 0%.
Ex Food and Energy also 0%.

Median forcast amongst Bitcoiners: 0%.

[Fred Krueger @dotkrueger]

@Mars_HODL Right now Boston

[Fred Krueger @dotkrueger]

https://t.co/k0V0Z0j1TW

[Fred Krueger @dotkrueger]

@MichaelDunwort1 "dragons"

[Fred Krueger @dotkrueger]

@nickgiva1 With no liquidation risk? Are you kidding?

[Fred Krueger @dotkrueger]

The power law puts Bitcoin at just under 3x by end of 2027.

I don't see any other major asset that does a 3x.

How do we get there?
- Fed pivots to lower rates
- Bitcoin Lending goes mainstream
- AI hits power/permitting roadblocks
- Debasement trade gains traction

[Fred Krueger @dotkrueger]

@nickgiva1 70 percent LTV is doable on AAVE

[Fred Krueger @dotkrueger]

@nickgiva1 Incorrect. You need to get your facts straight.

Perpetual preferred vs fixed term vs overnight rate. Collateral versus no collateral.

Ask your favorite AI

[Fred Krueger @dotkrueger]

@nickgiva1 Because there is no maturity and no certainty of dividend.

Completely different instrument.

[Fred Krueger @dotkrueger]

@ACsstyle It will be offered by all to banks