Tag: bitcoin investment

SMM: (ed.8) Bitcoin – the next step in a tech revolution to the Digital Age

March 5, 2021

The internet has caused profound societal shifts in the past 30 years, but it’s influence isn’t fully realised. In this edition of the Sound Money Monthly I leverage off The Sovereign Individual’s historical analysis of technology. TLDR: A deeper technology-induced social and political regime change is underway, including a neutralisation of ever-growing nation state with … More SMM: (ed.8) Bitcoin – the next step in a tech revolution to the Digital Age

Scarce digital tech (tesla) is not digital sound money (bitcoin)

February 14, 2021

Tesla has announced that it purchased $1.5bn worth of bitcoin in Q4 2020. Bitcoin adoption by a globally renown company is exciting, and it’ll probably trigger the next phase in this bitcoin bull-market, but I’ve got mixed emotions. Bitcoin could be caught in Tesla’s narrative, which is frustrating because there are two distinct assets. Untangling … More Scarce digital tech (tesla) is not digital sound money (bitcoin)

Bitcoin Bulletin: healthy trading despite speculative phase

February 14, 2021

In the 2021 outlook, we said that the year ahead “will be a wilder ride than 2020…” Well, it has not disappointed thus far! The market is clearly speculative in nature, but investors need to get comfortable with the speculative nature of global financial markets. In this note, we update a few indicators and touch … More Bitcoin Bulletin: healthy trading despite speculative phase

2021 bitcoin outlook: Hold onto your hats!

January 6, 2021

2020 has been an unbelievable year. Apart from cementing the importance of relationships and community, bitcoin is the most positive component of a challenging year. 300%+ investment returns are spectacular, but bitcoin is far more important than price appreciation. In this note, I touch on numerous positive aspects of bitcoin, including protecting value in the … More 2021 bitcoin outlook: Hold onto your hats!

Embracing Speculation: High-probability potential in a speculative world

December 24, 2020

Bitcoin’s detractors often refer to it as a speculative asset. This is partially true – an investment in bitcoin involves a speculation on an inherently uncertain future. But the connotation implied by ‘speculation’ is often unhelpful because it associates bitcoin with fly-by-nights who are merely trying to make a quick buck. In this article I … More Embracing Speculation: High-probability potential in a speculative world

Learning Bitcoin’s Golden Language – Adoption cycles will persist post 2021

December 24, 2020

Bitcoin is in the process of monetisation whereby people adopt a digital, decentralised, global, censorship resistant store of value. Historically adoption cycles have centred on the halving, with an accumulation phase pre-halving, a parabolic phase post-halving and a bear-market thereafter (I wrote about this here). Preston Pysh and Stephan Livera explored the possibility that bitcoin … More Learning Bitcoin’s Golden Language – Adoption cycles will persist post 2021

Bitcoin Bulletin: Shifting from accumulation towards aggressive appreciation phase

November 28, 2020

First point of business – I’d like to invite you to a digital bitcoin webinar on Wednesday 9 December (1700 GMT, 1900 South Africa (GMT+2), 1100 Pacific Standard Time. This is for bitcoin investors. It is less suitable beginners who don’t have any holdings. Goals: Prepare for the bitcoin bull market; understand past cycles, strategize … More Bitcoin Bulletin: Shifting from accumulation towards aggressive appreciation phase