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Things are looking good for the Real on the back of: -PPP cheapness -Rising interest rate cycle -Commodities are on the rise which Brazil exports a lot of. Economic projections are on the rise -The fiscal situation is not as bad as feared due a big pop in Nominal GDP (a lot due to exports) -The...

https://yetanothervalueblog.substack.com/p/breaking-down-the-ridiculously-complex "But the real opportunity here might be in PSTH remainco and PSTH SPARC. Remember, Ackman has an absolutely incredible track record of deploying cash in times of a crisis, and both remainco (which seems to have no...

https://kotaku.com/the-nft-market-has-collapsed-oh-no-1847021181 SNL did it again. NFT market has collapsed

https://seekingalpha.com/news/3702712-nuclear-is-needed-in-the-push-to-net-zero-emissions-barclays-says?mail_subject=brk-b-nuclear-is-needed-in-the-push-to-net-zero-emissions-barclays-says&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha Barclays touting...

I mentioned I have an account with Euro Pacific Bank, Peter Schiff's bank. Yesterday I tried to wire $8,000 from my account to Transferwise so I could receive it in Brazil for personal expenses. It was rejected today due lack of documentation. Schiff shits on crypto and then thinks the future of...

MySpace, Altavista, Yahoo, Friendster and any number of other technologies that skeptics bring up, never achieved a $1T market cap. The skeptics ignore this market signal because they think they are smarter than the market. The market is speaking, ignore it at your own peril

Someone might say 'but what if there is another coin that disrupts all others?' I would reply 'what if there is a war and you lose almost of all your money in stocks and bonds?'. You do what you can to minimize your risks, but if the tails of tails happen, there is nothing you can do about it...

Gold dropped by 50% real after its peak in 2011 to its through in 2016, thats half of your money in 5 years. It also dropped by 83% real after its peak in the early 80's. Bonds (whether linked to inflation or not) also have significant issues such as survivorship bias when people look at the...

You could also make the case that fixed income will get destroyed in the next 10-20 years. Something that holds about $100T of value. There is risk in everything but at least with BTC you have the disclaimer from its 80% vol, with bonds, they provide an illusion of stability

Define store of value then. Because every asset that I know of, has had 70-80% drops at some point. In some countries, 100% drops. People like Ray Dalio, who done the research on portfolios, know that the only way to store value overtime is to diversify among asset classes at the proper ratios...

Goldman's report on Crypto is pretty good and worth a read https://www.goldmansachs.com/insights/pages/crypto-a-new-asset-class-f/report.pdf

The statement 'Bitcoin is too volatile to be a SoV' is about past performance and it is not supported by the data

Here is interesting stats, the vol of the S&P500 is 15%, 10y bonds 6%, BTC 87% The cVAR (expected shortfall or conditional value at risk) of BTC is -35%. The Max DD is -83% So by these numbers, Bitcoin looks awful. However, I recall from back when I was a daytrader that short-term data can...

Am I the only one that is bothered about the fact that Hoskinson seems to spend more time doing videos, streams and interviews with amazing mics than doing anything else?

Well, I dont believe them. If any of these institutions wanted to short BTC, until very recently, they could do it at a premium using futures at the CME. Why pay interest when you can earn interest shorting? TS Crypto lends to institutions for them to short, they also pay 0.25% for BTC deposits...

He explained what is driving the high yields in stablecoins, the futures arb trade and the shortage of dollar liquidity. Binance, TradeStation Crypto, AAVE and Compound all offer these high USD stablecoin yields, there is nothing usual about that He did not explain how companies like Celsius...

https://www.zerohedge.com/markets/us-inflation-surprises-are-highest-record US Inflation Surprises Are The Highest On Record

https://www.realvision.com/shows/the-interview-crypto/videos/cryptocurrency-liquidity-from-the-trade-desk-perspective?source_collection=3c97f854117f4d3ea62350df2291bc62 CRYPTOCURRENCY LIQUIDITY FROM THE OTC TRADE DESK PERSPECTIVE

Great stuff from Jim Bianco, a finance guy that gets it https://www.realvision.com/shows/the-interview-crypto/videos/understanding-transformational-technology-and-the-future-of-defi?source_collection=3c97f854117f4d3ea62350df2291bc62 "Apple has had 7 80% drops in its history". I guess the...