Kevin Kimle

Entrepreneur. Investor. Author. Professor.

[Kevin Kimle @KevinKimle]

Last year I read Chasing Gold, the story of Nazi theft and other European countries movement of gold to the U.S. for safe-keeping. Eighty-some years later, gold is moving the other direction.

[Kevin Kimle @KevinKimle]

I never expect to see the word "Bitcoin" in a headline in the Wall Street Journal. But this morning, there it was.

[Kevin Kimle @KevinKimle]

@patrick_oshag

[Kevin Kimle @KevinKimle]

@themarketear Protein. Protein. Protein!

[Kevin Kimle @KevinKimle]

@LukeGromen I'm not sure geography sticks to open source software as it does to manufacturing. Did we ever call Linux a Finnish model?

[Kevin Kimle @KevinKimle]

My great-grandparents arrived from Germany with nothing. They saved in gold-backed money and left children with farmland. After 1971, that model broke. The dollar lost 85% of its value. Farmland went 27x — not because it got better, but because the money got worse.
Can Bitcoin restore it?
🔗 https://t.co/vN5PJ9h71e

[Kevin Kimle @KevinKimle]

@Giovann35084111 Money whose probability current flows makes you think about time differently.

[Kevin Kimle @KevinKimle]

49.6 million Americans own bitcoin. 28.8 million own gold. How many of them work in agriculture? We're working to grow the number at BitCorn. https://t.co/m3cHZ1OjbL Thanks @River!

[Kevin Kimle @KevinKimle]

@Giovann35084111 That is the best use of a large screen I've every seen!

[Kevin Kimle @KevinKimle]

The implication: Bitcoin's purchasing power against the physical economy grows as a function of its age raised to ~the fifth power.
It doesn't matter if you measure in bushels, barrels, pounds, or ounces.
The power law is in Bitcoin. The opportunity is in recognizing it.
Full piece: 🔗 https://t.co/6TgdrGgpdU

[Kevin Kimle @KevinKimle]

New piece: The Commodity-Bitcoin Convergence
I ran another Power Law analysis on soybeans, wheat, crude oil, and copper after having done corn. More limited dataset, but...
Result: all five exponents cluster between 4.73 and 5.12. Add Perrenod's gold at 5.22.
Mean across all six: 5.04. Standard deviation: 0.15.
🧵👇

[Kevin Kimle @KevinKimle]

After the Corn-Bitcoin piece, @1blue3brown shared results from his Bitcoin Power Law Lens — copper (5.58), oil (5.83), iron (5.79), aluminum (5.59), US housing (5.23).
Different data. Different methods. Same convergence.
Three independent analyses. One structural finding.

[Kevin Kimle @KevinKimle]

Thinking about my own father on this Father's Day. I first worked for him when I was 5 years old (1972!), helping with gravity irrigation work on his farms in south central Nebraska. My "pay" at the end of most afternoons was a 10 ounce bottle of Coca-Cola and bag of Beer Nuts from a gas station, which I thought was good wages. I researched the price and it was probably 15 cents for the Coke and 10 cents for the Beer Nuts.

Coca-Cola famously stayed 5 cents/bottle from 1886 to 1959. But inflation took its toll eventually as the U.S. slipped away from gold-backed dollars. In 1953, Coca-Cola asked the U.S. Treasury to create a 7.5 cent coin because they wanted to raise prices without disrupting vending machines. The Treasury said no.

Last year, the Treasury retired the one cent penny. How long the 5 cent nickel? When will 5 sats buy a Coke?

[Kevin Kimle @KevinKimle]

@LawrenceLepard @JoshMandell6 Power Law is beautiful. The federal government spent 2x in May what came in. I know this can go on a long time, but...

[Kevin Kimle @KevinKimle]

I applied Stephen Perrenod's Bitcoin/Gold power law methodology to corn. The result: the Corn-Bitcoin ratio follows a power law in a manner very similar to gold. Bitcoin isn't just outperforming gold at a predictable rate. It's outperforming commodities generally at a predictable rate. Built on the foundational power law work of @Giovann35084111 .
Full analysis 👇
https://t.co/poyqJJhEYe

[Kevin Kimle @KevinKimle]

@lexfridman The vision is both breath-taking and inspirational.

[Kevin Kimle @KevinKimle]

@LucasMaddy @BitCornCael Fun and engaging conversation, Lucas!

[Kevin Kimle @KevinKimle]

I called a 22-year-old ISU grad Monday night to wish him luck in his first political primary. He was still door-knocking at 7 pm. He got 71% of the vote the next day.
Entrepreneurs don't just build businesses. They build community.
New Article: https://t.co/FZcru54EG9

[Kevin Kimle @KevinKimle]

@JimPethokoukis @apolloglobal This is so interesting. It's more than AI. If more than 50% of people, more or less, hate their jobs, than AI is another tool to create your own job. Just. Do. It.

[Kevin Kimle @KevinKimle]

Gold fell 10% during an actual war. Copper hit record highs.
One of these tells you more about where corn is headed. New Deep Dive: https://t.co/7RNS1tab7Y