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Alright, tell me please, what are the numbers you refer to by those bitcoin transactions? And how much is it ? So, you're saying that every btc holder's IDENTITY is known and/or always traceable ? Again, it's important to understand that our discussion was about replacing a currency because...

i can’t. I’m not allowed. But it wouldn’t make any sense for private individuals to do the same. We, as individuals, don’t have that certain discipline. We would cheat the system from day one at max pace. is physical power the eventual dominant? Absolutely, everywhere, everytime. if i’m...

Piezoe is actually right. Money that you "borrow" from YOURSELF isn't really borrowing by its traditional definition. Think about it. When you are the Lender and the Borrower at the same time, to whom you have obligations to ? To yourself. And wouldn't you, as a LENDER, make ALWAYS beneficial...

i'm not arguing the illegal, tax evasion etc role and value of crypto. I fully understand its heaven status for drug/arms dealers, tax evadors and the likes. Crypto is a modern CASH. Anonymous way to make underground transactions. That's great. But that wasn't the point. The point was about...

loooollllll.....that was a good one. I wonder when the crypto guys realize that coins are just as fiat as any currency out there... ...or you think that when there's an actual confidence crash in currencies then the crypto is somehow providing the necessities that humans need such as food...

Take it out and put in under the mattress ? Buy stocks index with earnings yield of 3%+ rather than -0.1% ? Buy US bonds ? How are you participating in an auction with negative NOMINAL rate ?? Again i'm referring to different european gov bond auctions not the US. Anyways, some trading tips...

By all rational measures, that has to be true. But why are there still private bond buyers ? They are are the ones providing that free lunch. That's what makes this environment so confusing. (Ofc, i'm referring more so to Eurozone, US actually have very attractive long dated yields)

In a sense you are right, with a certain assumption. That assumption is again the good old conficence. You are assuming that there only exists one type of inflation - the good one aka the economic one aka the supply/demand driven. With this definition, everything you say is correct and logical...

those two names are worth more than most here can actually afford...

Of course it is. Just not in a traditional way. The deficit is owed to confidence. That's what this money printing is all about. As long as the private sector bond buyers/holders accept 0 nominal rate (deep negative real rate) on gov bonds everything will be fine. Everything is about the gov...

I guess...

Why is the FED so clueless ? Or what are they cluesless about ? That they are not raising rates when the market is getting into a speculative bubble ? Right now we have a very constrained supply while money is still waiting to do something. We can't travel and we can't go out to restaurants -...

lol. Cost isn't the same. Your option price is per contract. And mini contract dollar value is 10x bigger than micro contract. Here's what i do when somethings seems completely off or it seems that i've found a trilllion dollar arbitrage holy grail - I just trade my conviction. Market will...

You might wanna rephrase that. That's just one side of the coin. It's more about the balance of real vs speculative money. Selling can take prices lower just as selling can take prices higher. Same logic with buying. And then you put those together. It's all a matter of "client (trader) quality"...

why did the market rise so much ?

What exactly are you trying to say ? Are you actually getting less stuff with your money today relative to, say 100 years ago ? i don't think so. Did you travel as much ? Did you have access to entertainment as much ? Communication ? What exactly is worse today than 100 years ago for the avg...

So, may i ask what's next in your book ?

Yep, my typo. Regardless, just make everything the opposite. Point was, an Arb is when you have different price for the SAME product. You don't need math to figure that out. You clearly proposed a different value for an exisiting product. To make a market for it, someone must constantly take...

what ??? You do realize that when stock price falls your synt (which you bought at 0) goes to negative ?

saying like that is like saying: "Hey, you can't sell your bicycle here because i want to sell my bicycle." This is a marketplace and we can bid/offer whatever tf we want. At the end of the day, it's the market participants who decide what the market price is. BSM is a rulebook not a strategy...