Bitcoin and the Geopolitics of El Salvador
A brief examination of El Salvador's geopolitical situation and how their adoption of bitcoin will affect the country.
Blog
Macro Chart Rundown - 22 Aug 2021
In this post we examine the Dollar, Inflation, Emerging markets, Oil, Gold, Inflation expectations and Treasury rates.
Macro Chart Rundown - 12 Aug 2021
In this post we look at charts of #Bitcoin, #Gold, #Dollar, and #Oil and draw valuable conclusions based on our macro thesis.
Why Bitcoiners Aren't Worried About Tether
The Tether FUD has spread to gold bugs now. They trash on it with without providing any evidence. We talk Ponzi schemes, history, and markets in this one.
Yield Curve Control Skepticism
Is Yield Curve Control (YCC) going to happen in the US, and if so, what will it look like?
13th Century Interest Rates
Original archived
Author: Kent Polkinghorne
Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This
Fungibility of Bitcoin
Original archived
As bitcoin matures, it encounters increasing debate about its monetary attributes. Of course, the most frequently discussed is scarcity, because bitcoin's greatest characteristic is its fixed supply. A close second is fungibility, along with the closely related topic of privacy, which is the subject of this