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Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
Strategy (MSTR) pays interest on its debt via a mixture of capital markets, software business cashflow, existing reserves & investments and Bitcoin sales.
Europe's Gold Imports and Exports Explained
MicroStrategy Can't Repay Its Debt In Equity/Stock
MicroStrategy Is Dependent On Refinancing Capacity, Not Bitcoin Price
Just wait until Bitcoin hype accounts find out that Czechia has not adapted the Euro, so it's not a part of the Eurozone.
Russia will buy Silver as a strategic reserve until 2027
In July I wrote a primer on the mechanics by which the Fed steers the prevailing interest rates in the economy.
This is how The Soviet Union kickstarted Eurodollar markets in the 1950's
silver's current move is already up >25%. it's better to have a pullback somewhere around the current level
gold's lowest possible bottom for current correction is ≈$3900 (area)
Gold as a percentage of balance sheet size in Central Banks (ranked):
Bitcoin is not just for speculative gambling
Gold is within the fabric of money, not just Central Banks
European Investment Funds Explained: UCITS, AIFs, AIFMD and the ELTIF Regime
Illya's Threads and Thoughts Now Uses Slugs In URLs
Coffee outperformed Gold in the last 5 years
Multiple governments have seized Bitcoin
Why would a Central Bank hold Bitcoin in reserves?
Is the rotation from Gold to Bitcoin in the room with us? 😉
Tokenizing European Long-Term Investment Funds (ELTIF 2.0) on a Public Blockchain
So the Fed will fully resume Treasury purchasing, as a part of their balance sheet expansion starting December 1st 2025
All reserve currencies achieved reserve status under gold or silver standards
'The market is never wrong' #8
if you think they crypto will replace banks, you don't understand what banks are and how they work
Bitcoin needs gold. Gold doesn't need Bitcoin