Click and hold to the home screen, to access the customize button. Then click the tinted icon access on the far right, and just make it white!


Just tint your iOS icons into white?

Click and hold to the home screen, to access the customize button. Then click the tinted icon access on the far right, and just make it white!
Just tint your iOS icons into white?
A simple way to do cold training, is to allow yourself to just be a little bit cold when you’re outside, at night or during the winter, assuming that of course you have a warm cozy has to come back to.
Kind of crazy and insane to think about the magic of investing, the wizardry behind it. Just make a good bet, invest in something that you believe in, and care for, and then each share of the thing goes up, , and almost magically, the value of the thing goes up, and as a consequence, you essentially “earn“, money or income, by doing nothing?
If you’re considering a Bitcoin-backed mortgage, Milo stands out as a prominent option. Milo offers a 30-year crypto mortgage that allows you to use Bitcoin, Ethereum, or USDC as collateral, enabling you to finance up to 100% of the property’s value without selling your crypto assets.
Key Features of Milo’s Crypto Mortgage:
• High Loan Amounts: Borrow up to $5 million, accommodating a wide range of property purchases.
• No Traditional Down Payment: By leveraging your cryptocurrency holdings, there’s no need for a cash down payment.
• Streamlined Application Process: The application is entirely online, designed for efficiency and user-friendliness.
• Secure Collateral Management: Milo partners with reputable custodians like BitGo and Coinbase to ensure the safety of your crypto assets.
Before proceeding, it’s essential to consult with financial and legal advisors to understand the implications and ensure that a Bitcoin-backed mortgage aligns with your financial goals and risk tolerance.
….
Bitcoin-backed mortgages allow you to leverage your cryptocurrency holdings to finance real estate purchases without liquidating your assets. Several financial institutions offer such products, each with unique features:
1. Milo
• Overview: Milo offers a 30-year crypto mortgage, enabling clients to use Bitcoin, Ethereum, or USDC as collateral to purchase property. This approach allows borrowers to finance up to 100% of the property’s value without selling their crypto assets.
• Key Features:
• Borrow up to $5 million.
• No dollar down payment required.
• Quick online application process.
• Collateral held with reputable custodians like BitGo and Coinbase.
2. Moon Mortgage
• Overview: Moon Mortgage provides mortgage products that enable investors to use Bitcoin as additional collateral for real estate purchases. Their offerings are available in select U.S. states.
• Key Features:
• Utilize Bitcoin holdings to secure mortgage financing.
• Designed for real estate investors seeking to leverage crypto assets.
• Available in specific U.S. jurisdictions.
3. Unchained Capital
• Overview: Unchained Capital offers Bitcoin-backed loans suitable for various purposes, including real estate investments. While not exclusively a mortgage provider, their loan products can be used to finance property purchases.
• Key Features:
• Loans secured by Bitcoin collateral.
• Multisignature custody solutions for enhanced security.
• Flexible loan terms tailored to borrower needs.
Considerations When Choosing a Bitcoin-Backed Mortgage:
• Loan-to-Value (LTV) Ratio: Understand the percentage of the property’s value you can borrow against your crypto holdings.
• Interest Rates: Compare rates across providers to ensure competitive terms.
• Collateral Management: Ensure the lender uses secure and reputable custodians for your crypto assets.
• Geographical Availability: Confirm that the lender operates in your state or country.
• Regulatory Compliance: Ensure the lender adheres to local laws and regulations concerning crypto-backed lending.
Before proceeding, consult with financial and legal advisors to understand the implications and ensure that a Bitcoin-backed mortgage aligns with your financial goals and risk tolerance.
Yes, you can withdraw funds from your IRA or Roth IRA to use as a down payment on a house, but the tax implications and penalties vary depending on the type of account and your specific circumstances.
Traditional IRA:
• First-Time Homebuyer Exception: The IRS allows first-time homebuyers to withdraw up to $10,000 from a traditional IRA without incurring the 10% early withdrawal penalty. However, the withdrawn amount is subject to ordinary income tax.
• Definition of First-Time Homebuyer: For this purpose, a first-time homebuyer is someone who hasn’t owned a principal residence in the two years preceding the home purchase. This exception also applies if the funds are used to help a spouse, child, grandchild, or parent who meets the first-time homebuyer criteria.
Roth IRA:
• Contributions: You can withdraw your direct contributions to a Roth IRA at any time, tax- and penalty-free, regardless of your age or how long the account has been open.
• Earnings: To withdraw earnings tax- and penalty-free for a first-time home purchase, the following conditions must be met:
• The Roth IRA must have been open for at least five years.
• You must be a first-time homebuyer, as defined above.
• The withdrawal is limited to a $10,000 lifetime maximum.
• If the Five-Year Rule Isn’t Met: If your Roth IRA hasn’t been open for five years, you can still withdraw up to $10,000 of earnings for a first-time home purchase without the 10% penalty, but you’ll owe ordinary income tax on the earnings.
Additional Considerations:
• Lifetime Limit: The $10,000 limit is a lifetime cap for each individual. If both you and your spouse qualify as first-time homebuyers, each can withdraw up to $10,000 from your respective IRAs without penalties, potentially providing $20,000 for a down payment.
• Qualified Acquisition Costs: The withdrawn funds must be used within 120 days for qualified acquisition costs, which include the purchase, building, or rebuilding of a home, as well as associated settlement, financing, or closing costs.
Before proceeding, it’s advisable to consult with a tax professional to understand the full implications of withdrawing from your retirement accounts for a home purchase.
Cashing out $300,000 in Bitcoin to fund a house down payment involves careful tax planning to minimize your capital gains tax liability. Here are several strategies to consider:
1. Assess Your Holding Period:
• Short-Term vs. Long-Term Capital Gains: If you’ve held your Bitcoin for more than one year, any gains are considered long-term and are taxed at lower rates (0%, 15%, or 20%) compared to short-term gains, which are taxed as ordinary income.
2. Utilize Tax-Loss Harvesting:
• Offset Gains with Losses: If you have other investments that are currently at a loss, selling them can offset the gains from your Bitcoin sale, thereby reducing your taxable income. This strategy is known as tax-loss harvesting.
3. Consider Your Income Bracket:
• Capital Gains Tax Rates: Long-term capital gains tax rates are influenced by your taxable income. For instance, in 2024, single filers with taxable income up to $44,625 may qualify for a 0% capital gains tax rate. If your income is near this threshold, you might benefit from spreading the Bitcoin sale over multiple years to stay within a lower tax bracket.
4. Explore Like-Kind Exchanges:
• Deferring Taxes: Historically, like-kind exchanges allowed for deferring taxes on certain asset swaps. However, the IRS has clarified that this provision does not apply to cryptocurrency transactions.
5. Leverage Retirement Accounts:
• Tax-Advantaged Accounts: If you have a self-directed IRA or 401(k) that permits cryptocurrency investments, you could potentially sell Bitcoin within these accounts to defer or avoid immediate taxation. However, these accounts have specific rules and contribution limits.
6. Consider Relocation:
• State Tax Implications: California imposes state income tax on capital gains, with rates up to 13.3% for high-income earners. Relocating to a state with no state income tax before selling your Bitcoin could reduce your overall tax liability. However, this involves significant personal and financial considerations.
7. Charitable Donations:
• Donating Appreciated Assets: Donating Bitcoin directly to a qualified charity can provide a charitable deduction equal to the fair market value of the Bitcoin, potentially offsetting other taxable income. Additionally, you avoid paying capital gains tax on the appreciated value.
8. Stay Informed on Regulatory Changes:
• Upcoming Tax Reporting Requirements: Starting in 2026, cryptocurrency platforms will be required to report users’ transaction details to the IRS, enhancing the agency’s ability to track crypto transactions. Staying informed about such changes can help you plan your transactions more effectively.
Next Steps:
Given the complexity of cryptocurrency taxation and the significant amount involved, it’s advisable to consult with a tax professional experienced in digital assets. They can provide personalized advice tailored to your financial situation and ensure compliance with all applicable tax laws.
Capital gains taxes are levied on the profit from the sale of assets, such as stocks, real estate, or cryptocurrencies. The tax rate depends on how long you’ve held the asset before selling:
Short-Term Capital Gains:
• Definition: Profits from the sale of assets held for one year or less.
• Tax Rate: Taxed as ordinary income, meaning the gains are added to your taxable income for the year and taxed at your applicable federal income tax rate, which ranges from 10% to 37% in 2024.
Long-Term Capital Gains:
• Definition: Profits from the sale of assets held for more than one year.
• Tax Rate: Subject to reduced tax rates of 0%, 15%, or 20%, depending on your taxable income and filing status.
For the 2024 tax year, the long-term capital gains tax brackets are as follows:
Filing Status 0% Rate 15% Rate 20% Rate
Single Up to $47,025 $47,026 to $518,900 Over $518,900
Married Filing Jointly Up to $94,050 $94,051 to $583,750 Over $583,750
Married Filing Separately Up to $47,025 $47,026 to $291,850 Over $291,850
Head of Household Up to $63,000 $63,001 to $551,350 Over $551,350
These rates apply to most assets; however, certain types of gains, such as those from collectibles, may be taxed at different rates.
Understanding the distinction between short-term and long-term capital gains is crucial for tax planning, as holding assets for longer than a year can result in significant tax savings.
Instead of selling $300,000 worth of Bitcoin to fund a down payment, you can leverage your cryptocurrency holdings through Bitcoin-backed mortgages or loans. This approach allows you to use your Bitcoin as collateral, enabling you to access funds without triggering a taxable event.
Bitcoin-Backed Mortgages:
Several financial institutions offer mortgages where your Bitcoin serves as collateral:
• Milo: Offers 30-year crypto mortgages, allowing clients to finance up to 100% of the property’s value without selling their Bitcoin, Ethereum, or USDC.
• Moon Mortgage: Provides mortgage products enabling investors to use Bitcoin as additional collateral for real estate purchases, available in select U.S. states.
Bitcoin-Backed Loans:
Alternatively, you can obtain a loan secured by your Bitcoin holdings:
• Unchained Capital: Offers Bitcoin-backed loans, allowing you to borrow against your Bitcoin without selling it.
• Ledn: Provides Bitcoin-backed loans, enabling access to funds while retaining your Bitcoin exposure.
Considerations:
• Loan-to-Value (LTV) Ratio: Lenders typically offer loans up to a certain percentage of your Bitcoin’s value. For instance, an LTV of 50% means you can borrow $150,000 against $300,000 worth of Bitcoin.
• Interest Rates: Rates vary based on the lender and the LTV ratio. It’s essential to compare offerings to find favorable terms.
• Volatility: Bitcoin’s price volatility can affect your collateral’s value. Significant drops may require additional collateral or lead to liquidation.
• Regulatory Compliance: Ensure the lender operates within legal frameworks and offers transparent terms.
By utilizing Bitcoin-backed mortgages or loans, you can access necessary funds for a down payment while maintaining your cryptocurrency investment, potentially benefiting from future appreciation.
My general theory and philosophy is that if there’s an opportunity today, right now which seems 80% good enough, fuck it, just go for it and seize it!
Why do people want to make it more complicated than it should be?
So the interesting theory about philosophy or investing is thinking about taking today, current gains, that is 100% secure right now in the moment… vs an uncertain or possible 10 X or 100 X gain, but 20 or 30 years from now?
For example, if you already have a very very good opportunity right now, maybe the best idea is to seize it.
Seize today! Carpe diem!
Real men, we real strong men, we never show or share our emotions, even if we are in the right. Ultimately all of the emotions will be petty, unnecessary, ridiculous.
What I have personally felt about emotions, is that anger, annoyances petty feelings, it takes more courage strength and power to keep them to yourself and repress them, rather than letting it out.
The reason why this theory seems to be a bad one is that the whole general idea of emotions that we liken it to a steam engine; we think that if we repress our anger, it builds up like steam in our engines, and this might cause our engine to explode or break, or our engine framework to explode or whatever. But, isn’t emotions and biology 1 trillion times more complicated than even a simple steam engine?
And also the big issue is that when you let out your emotions and anger and frustrations, the strange opposite effect; you actually become angrier!
My personal theory is that when you share your emotions, the reason why you become angrier is because you rationalize it and reason with it, and it makes sense that in fact you are in the right and they are in the wrong, and you were wrong. This will actually yield more anger!
Real men — we don’t care whether we are right or wrong, in the just or the knot, not whether we are vindicated or not. We just follow our own aesthetics.
Something I have been meaning to write or create or do is like some sort of book, ebook, pamphlet, or introductory primer to stoicism. I really think that stoicism is probably one of the most useful and philosophical models to live normal every day real life. Yet, I haven’t really found a good instructional guide on it, especially when I was self teaching it to myself.
Consider this a practical primer, cutting through the BS:
Stoicism, stoic, the stoa in ancient Greece– essentially the stoa was like some sort of portico, patio, pillar, outside, essentially a spot where guys would just hang out, talk shop, talk philosophy, etc.  
I think about the show “Hey Arnold†in which I was raised with… the notion of “stoop kid“, the notion of a stoop is that in a lot of cities, especially the east coast in New York, you have this little stoop or porch, stairs that go outside your front door… and you could just hang out there, engage in social and neighborhood life etc.
One of my happiest moments was when I was living in Providence Rhode Island, and then COVID-19 hit. Everything was closed, besides the park. I can still go to the park, hang out, workout, do chin ups– I learned how to do muscle ups, more bodyweight calisthenics stuff, and also… I had a lot of fun with this “rock toss“ challenge and workout… in the middle of the park was a huge ass rock and huge ass stone, and every single day I would go there pick it up, and then eventually work out with it; throwing it around for fun, doing overhead presses with it, clean and jerks, squats, and eventually I would just throw it around for fun. Funny enough it might have been the most fit I was in my life… this was the true “functional†fitness.
The inspiration — Hector lifting an insanely massive stone (barely 2 strong men could lift it)… using it to break down the door of the ships of the other side.
Anyways, the reason why that period of covid was so good is that it was in the middle of beautiful Providence Rhode Island summer, so nice and bright and warm and lovely… and one of the good things was going to the park was like an open forum, a new anatheum for a lot of really cool guys to come, hang out, talk shop, go topless and shirtless, workout and hang out.
I met some really interesting people during that period of time. I met some guys who were really cool. For example, one guy I met was in the US military Navy, I think he was training to be a Navy seal or Delta force or something. Another guy in some sort of ROTC training, another cool guy from the hood, and also I would say I probably met half a dozen friendly drug dealers there. And of course a lot of people who believed in conspiracy theories; really friendly, a little weird, but overall good guys.
Anyways, one of the biggest benefits of hanging out at that outdoor park, open air, nothing but green grass, the beautiful sun and the fitness equipment was that I think having this sort of open air environment is actually very conducive to socializing, thinking and thought, and pro social behavior. My theory about a lot of modern day antisocial behavior has to do with the structures which enclose us. For example, almost universally most guys at the gym are extremely antisocial. Why? My theory is that because most gyms have closed, cramped narrow ceilings, and do not have access to natural light, or outside space.
Cramped indoor spaces promote antisocial behavior.
The only good gym I went to which was interesting was the golds gym in Venice, which has this really big outdoor workout area. I think this is much more natural and more fun and better; to be able to work out directly outside outdoors, with your shirt off.
Stoics, stoicism — it was originally I think codified by this guy named Zeno, and over time he picked up some followers. Essentially the whole thing happened organically; Zeno would first share his thinking on philosophy ethics and pragmatic ways to deal with other people and the downsides of life, he built a following, and then his followers would propagate the thoughts and start their own little schools of thoughts, their own little stoic clubs.
Would I like about stoicism is how loosey goosey it is. It is kind of like zen, or taoism… it is not really quantified as a religion, or a strict moral order. In fact, a lot of the ancients stoics would meditate on random stuff like cosmology, natural sciences like Seneca, how volcanoes worked or whatever. I think nowadays in today’s world, we focus primarily on the pragmatic side; how to deal with fear, uncertainty, downsides etc.
I think I might’ve first learned about stoicism from Nassim Taleb and his ANTIFRAGILE book. I was curious, and my curiosity went to deep. To quote NASSIM TALEB and the Venetian saying “The ocean goes deeper, the deeper you wade into it.â€
I literally consumed every single book I could find on stoicism, even the obscure ones. Funny enough, a lot of the stoic thinkers tried to claim other philosophers as being stoic, like Seneca did with Diogenes the cynic. 
Cynic, cynicism, actually comes from the word canine, the dog. Diogenes was considered the “dog†philosopher, first used as a pejorative, but ultimately Diogenes reappropriated that title for fun! He saw dogs as tough, almost like wild wolves, rather than seeing them as a negative thing.
Even Achilles when he was raging against king Agamemnon, he called him “dog faced“ as a heaping insult.
First, Seneca. Seneca the younger, his dad was called Seneca the elder.
In fact, this is such a big deal because Cindy and I named our first son, Seneca, directly after the stoic philosopher. This is true soul in the game; if you name your kid after your favorite philosopher, certainly it is a sign that you really liked that philosopher, or found them impactful.
The reason why I really like Seneca the stoic philosopher is because he had real connections to real reality. What that means is he wasn’t just on the sidelines; he actually existed in the real world, engaged in real politics, was even advisor to the emperor Nero, the bad one, who eventually low-key coerced Seneca to commit suicide, in a manly, dignified manner.
I think this was because maybe… there was actually a plan to overthrow Nero, and essentially Nero found out. 
I really like Seneca because his writing is accessible, practical and pragmatic, and interesting.
A lot of thinkers tend to lack connections to real reality, I have no tolerance for boring philosophers to talk about metaphysics, which is things which are not physical. Like thoughts ideas, the universe, electricity and energy, strange phenomenon and conspiracy theories on ghosts, “energy†whatever.
For a long time, I would hear the term “metaphysics†being thrown around, and I had zero idea what it actually meant. 
Meta– on top of. Or nestled within.
Physics — the physical, physical phenomenon like gravity, first principles.
The reason why metaphysics philosophers tend to be a bunch of losers is that they are all weak and anemic, nerds or geeks or weaklings who seem to have some sort of physiological degeneracy, which encourages them to opine or talk or think about impractical things, superficial things.
Personally speaking, I think philosophy must be practical. 
Practical, praxis, practice — to do!
I have a very funny ideal; the general idea is that your body looks like a demigod, and your physiology is out of control. The general idea is one must be tall, strong, highly muscular, low body fat percentage, I’m not exactly sure what my body fat percentage is, but maybe it’s around 5%.
Also, physical fitness is critical to any stoic. My ideal is to walk 50 miles a day, eat 20 pounds of meat like Milo of Croton a day. And also, abstinence from silly things like media, alcohol, drugs, marijuana etc.
Trust no thinker who does drugs!
Even our best friend Nietzsche said that coffee was bad, because it would make people dark and gloomy. He encouraged 100% cocoa powder instead. 
Simple technique:
First, look at a picture or a portrait or a full body shot, ideally topless of the artist, philosopher or thinker or individual… then judge their thoughts later.
Why? My theory is this: the thoughts of an individual is hugely affected by their bodily physiology.
For example, an extreme example: if somebody is locked inside a solitary confinement cell, and not permitted to go outside for years, but, he had a pen and pad and would jot down some thoughts… Would be the quality of these thoughts? Certainly dark and morose.
In today’s world, why does it matter, what is the significance of stoicism, etc.?
First and foremost, I think we are living in a troubling time, especially with the advent of modern day internet based media and advertising. I think 99% of what is propagated on the internet is fear mongering, and what is hate? Hate is just fear.
The first thought on stoicism is that it is just fear conquering. What I discovered about street photography, is that 99% of it is conquering your fears. Conquering your fears of upsetting other people, getting in some sort of verbal or physical altercation etc. In fact my bread and butter workshop is my conquering your fears and street photography workshop, the workshop which is still interesting to me even after a decade.
Why is this so important? I think it is rooted in almost everything; conquering your fears is rooted in entrepreneurship, innovation, risktaking and real life.
Even my speculation in crypto. 99.9% of crypto speculation is just balls. Having the balls to make big bets, and when things go south, knowing how to master your emotions.
A simple extra I have is this: just imagine it will all go down to zero.
It was useful because when I was in college, my sophomore year I got really into trading stocks, and I eventually lost my whole life savings, maybe around $3500 USD, and some bad penny stock which I actually misread the financials… the whole time I thought the company was making a profit, but actually it was taking a loss. I actually didn’t know that if profits are written in parentheses, it means a loss.
It was funny because my initial start as an investor was back in high school, I bought some Adobe stock when I was a high school junior, and also some mutual funds, which both went up after about 4-5 years.
Also I remember in elementary school computer class, when I was in the sixth grade in Bayside Queens, there was some sort of stock stimulation trading game, and actually it was funny… the kids who made the most money and were the most successful just put 100% of everything into Apple, note this is when we were only 12 years old, and I was born in 1988.
Funny enough, it seems that stoicism actually plays well with capitalism. Why? According to modern day capitalist thinking, the best way to approach life is to be objective, strong, stoic, unemotional, logical and rational.
Also, with modern day media there is so much fear mongering in the news, about some sort of global armageddon, global financial ruin, etc. I call it “fear pornâ€.
Therefore stoicism as a mindset is useful to think and position your mind in such a way that you could consider that life is all upside, no downside.
In fact, if I could summarize stoicism in one sentence, it is that life is all upside, no downside. Inspired by NASSIM TALEB.
So, is stoicism useful to you if you’re a man or a woman? Does it matter?
The good thing is I think it could apply to both sexes. Conquering sexism and social pressures is useful if you’re woman, and also if you’re a man.
Also, gender is social. Lot of the expectations set on us by society is socialized and gamed to a certain degree.
First, we got to unchain ourselves from modern day ethics and morality. I believe that all modern day philosophy and thinking and ethics and religion is bad.
For example, the notion of turning the other cheek is a patently bad one. Why did Jesus turn his cheek? It is because he lacked on army.
Also, philosophically I think we should put no trust in Socrates. I thought which has puzzled me for a long time was this “Why was Socrates so ugly?
Monster in face, monster in soul.
I think Socrates was a degenerate, and he lacked any sort of real power. Therefore he turned logic and rationality into his terrorizing weapon (via Nietzsche). Back in the day, you didn’t need logic or rationality to have things your way, you simply was able to dictate that which you wanted to pause it, because you had a military force behind you. Just think about Machiavelli and IL PRINCIPE– the reality of being a mercurial prince, king, and military leader is hard, stoic, “immoralâ€. But ultimately it all comes down to war, conquest, the military.
Trust nobody who uses rationality or logic as their tyrannizing weapon. 
In fact, I believe that all should have the body and strength of some sort of super soldier. Essentially look like all the guys from the movie 300, this is our ideal.
Demigod physique. 
And this is the true courage of Kanye West; he literally put everything on the line, and even lost his spouse and I think maybe his kids? All for the sake of revealing inequities. 
“I throw these Maybach keys fucking c’est la vie! I know that we the new slaves.â€ï¿¼- Ye
The fun thing about stoicism is that you could just make it up as you go, devise your own strategies and whatever.
“Fucking c’est la vie!†My favorite Kanye West line.
Essentially the general idea is that in life, one should not take things too seriously. Laughter is golden, I forget the philosopher who was called the laughing philosopher… Democritus?; better to laugh about the follies of human beings rather than to be dark and morose about it.
Also, thoughts from the Odyssey; if you look far enough  into the future, everything becomes comedic and hilarious.
So when you’re in some sort of bad situation, just think to yourself “Perhaps one day, 20 or 30 years from now… I will look back at this and just laugh!†It will just be humorous.
Honestly, laughter, and kind of being able to joke about things might be the best way to live life and deal with setbacks. 
Problems in modern day life:
A funny thing I have learned is that when you call something something, it isn’t that.
For example, if someone calls something a “luxury carâ€, it ain’t. For example, a true modern day luxury car is maybe a Tesla, but Tesla never calls itself a luxury car. Also the ultimate luxury technology company is probably Apple… but Apple is very intelligent and not calling themselves a luxury brand.
A pro tip is when it comes to websites, read the alternative text, the header text, the stuff that shows up in the tab of your browser window. If the website, the automotive retailer tries to market themselves as a “luxury†brand, typically it is actually a sign that it isn’t a luxury brand it isn’t luxury brand.
Thought: what are some good examples of true luxury brands which don’t overly calls itself luxury? 
In someways, we can think and consider stoicism as our new luxury. In fact, having luxury, luxury of mind and soul… and luxury of freedom of speech, isn’t this the ultimate luxury?
When somebody asked Diogenes the cynic; “What is the best human goodâ€? He said “Freedom of speech, speaking your mind, having the power to see whatever is on your mind.â€
In fact, my current joy is becoming more and more free talking, and free riding. What that means is this; I’m ain’t going to censor myself no more, even if I might be politically incorrect insensitive or whatever. 
Also, I would prefer to speak my mind and seriously hurt the feelings of others, rather than soften it for the sake of the other person. 

Similarly speaking, when people call themselves “influencersâ€, they are not influencers.
Ultimately I think we should think of stoicism just like having another tool inside our tool kit. For example, if you’re a chef, you’re going to have different knives for different purposes. If you’re going to cut a big piece of meat, you probably want a big ass meat cutting knife, not something you would use to slice an apple with. Similarly speaking, if you’re going to scoop out the insides of an avocado, better to use a spoon rather than using a fork, or a knife. 
I think the problem is when some people get too into stoicism (I prefer writing stoicism with a lowercase), they think that everything needs to be consistent, and must fit into this nice little neat box of what is considered “stoicism“. This is a bad line of thinking… let us consider that Marcus Aurelius never even mentioned stoicism in his writings, his collections of thoughts, which we moderns call THE MEDITATIONS… it was just essentially his personal diary, to help him conquer his own personal fears and thoughts, I don’t think he ever intended it to be published publicly. I think he just wrote it to himself as self therapy. And I think the only stoic philosopher he even mentions is maybe Epictetus.
For myself, I just come out with certain to work out thoughts and techniques because it helps me, and when I find these tricks or techniques or secret hacks or cheat codes… My passion is to simply share it with others. 
And ultimately, things are ever in flux and evolving and changing and adapting.
For example, I’ve discovered the quality of my thinking is different when I am in Culver City Los Angeles, compared to being in the boring suburbs of Orange County.
Also depending on my social environments… my stoic thoughts are different when I am in a gym, vs just working out by myself in my parking spot in the back of my apartment.
Also, the quality of my thoughts is different when living with family members or other people versus just living with myself Cindy and Seneca.
Assuming you’re not growing your own vegetables and living in the middle of nowhere… you probably have some interaction with other human beings. As long as you have an iPhone, an Android phone, a smartphone, a 4G or 5G internet connection, wifi, a laptop, have to buy groceries somewhere… you’re still going to have to interact with other human beings.
And this is good. There is no other greater joy than other human beings.
In fact, modern-day society is strange because in someways, the ethos is to be antisocial and to be cowardly. But in fact, the best way to think about things is that real life is interaction with other human beings, and social conquest. One can imagine a lot of modern day entrepreneurship as simply a big dick swinging contest. He who is the most masculine confident tall and strong and stoic shall win.
Assume that everyone is mentally insane: Have you ever been out in public, and you see some sort of crackhead or strange homeless person who acts radically, smells terrible, and is obviously mentally ill? Do you hate them for it? When they say something weird to you… do you take it personally? No. Why? They are crazy. Perhaps we should just adopt this stoic mindset towards other people; some people are actually physiologically ill, mentally unwell… don’t trust the opinion of nobody.
A lot of people are trying to actually deal with their own inner demons: For example, becoming the successful photographer and street photographer I am today… I’ve dealt with some individuals who would say anonymous bad things about me, and later I found out that their mom just died or something. I cannot imagine what it feels like losing a mother… therefore if somebody spew some hate on me because something bad happened to them, I’m not gonna take it personally.
Self-flagellation: I think a lot of people who are sick, mentally or physiologically self flagellate themselves. Essentially the way that they deal with other people or themselves is some sort of metaphorical self-flagellation.
For example… you know those strange individuals who have the whip and whip themselves, and inflict pain on themselves? I think some people do this metaphorically to themselves and others.
You just want to stay away from them.
My personal theory on fear is that a lot of it is tied to morality and ethics. I think the general idea is not necessarily that we are afraid of anything… I think the true fear is that we’re afraid that we are some sort of bad evil unethical immoral person.
For example in street photography, the general ethical thought is that it is immoral to take a photo of somebody without their permission, because there is some sort of it inherent evil behind it. Is this true? No. Taking photos and not really a big deal.
I think it is because some people are just overly sensitive, which once again comes from some sort of physiological weakness.
For example, if you’re a weightlifter who could lift 1000 pounds, assuming you’re not taking any steroids or anything… are small things going to bother you? No. But let us assume that you are a skinny fat man, all you do is drink alcohol and smoke marijuana and watch Netflix, and you spent too much time on Reddit… you are 40% body fat, and have never lifted in your life. And also your testosterone is low and you never go outside. Certainly the quality of your thoughts is going to be different than if you’re a happy gay monster, lifting weights outside in the direct sun, laughing and having fun. 
In fact, I’ve actually personally discovered that the reason why a lot of people hate me is because I am so happy jovial and gay. They are secretly suspicious or envious of me? 
Probably one of my worst experiences was this jarring transition; I was super happy insanely happy being in Vietnam in 2017; with a beautiful weather, the beautiful light, the happy people the great amenities etc.… and then that winter Cindy and I went to Europe, in Marseille Berlin and Prague, and maybe London… seriously the worst winter of my life. Why? I wonder if so much miserable feelings and thoughts simply comes from the darkness and lack of light. a lot of Europe is actually quite miserable; dark, unhygienic, morose.
Even Nietzsche had a thought about Schopenhauer; How much of these emo European philosophers came from the fact that it was just complaining about the cold weather in Germany etc.?

For myself, my ideal weather is Southeast Asia; I love being in Phnom Penh Cambodia, Vietnam etc. In the states, am I the only one who loves living in Los Angeles? Dr. Dre and Kendrick Lamar said that LA was the best for women weed and weather… I would definitely say the biggest upside of living in Los Angeles is the light, the sunlight. It actually does get quite cold here, but usually most reliably even in December during the winter time, the sun will always come up. As long as there is bright sunny light, I will be happy. And I think maybe for myself, considering that I am a photographer, and photography means painting with light… light for me is critical.
I also wonder how much of it is a physiological thing and a genetic trait; for example I could even recall being a young child, and my mom telling me that the most critical thing in finding a home or an apartment was light and natural light. Even now… 90% of my happiness comes from being able to have access to natural light, ideally floor to ceiling windows facing directly the sun, having some sort of modern temperature regulated apartment and home. Even living in our tiny studio minimalistic luxury apartment in Providence Rhode Island, where it was always 75° warm and cozy, and not frigid and damp and cold and dark and humid… I was always good. But moving to an older house, where it always felt damp and cold… this literally lowered my happiness by 1000%.
Therefore, if you’re feeling miserable sad or whatever… I say spend three months living in Hanoi or Saigon in Vietnam, or go to Phnom Penh Cambodia. I wonder if 90% of peoples misery is simply due to the weather.
â€Better to be a gay monster than a sentimental bore!†– Fernandino Galliani, via Nietzsche
My stoic ideal is somebody who is happy, gay, smiling, no headphones or AirPods on, no sunglasses on, no hat, no facial hair, no baggy oversized clothing, no tint in their car. Somebody who makes great eye contact, laughs, stands up upright, jokes, and fools around. Like an overgrown child.
Also, lift weights at least once every day, ideally in the direct sun. Just buy some weightlifting equipment on Titan.fitness, I like the farmers carry handles, the Olympic loadable dumbbell, and also the Texas power squat bar. Just buy some cheap weights, and or buy a heavy 400 pound sandbag, and just have fun throwing it around.
A true stoic should look something like Hercules or Achilles. Or like ERIC KIM; I have the aesthetic and the physique of Brad Pitt in FIGHT CLUB except with a lot more muscle. Like my friend Soren says, the Adonis physique and proportions.
I think a real stoic is sexy, happy and fun. Who doesn’t take life too seriously; and think of everything like a fun game. A real stoic would be joyful and cheery like three-year-old child without any adulteration from the outside world.
I don’t like talking with or hanging out with adults, uninteresting.
At what point or age do people become so emo?
Typically, highschoolers are very optimistic. Even college students. But I think at least in maybe college in high school nowadays… the bad trend is towards “over concernâ€, about the world the planet ethics animals etc.
I find a lot of this thinking superficial, performative, and uncritical. I think “animal rights“, “saving the planet†is this new pseudo world religion; which is just capitalism 3.0. I find the whole pet industry the whole dog industry to be insanely bizarre, and I trust nobody who talks about “saving the planet“ who owns an iPhone, owns any sort of car, or has an Amazon prime subscription. Certainly not any vegans.
Animals are animals. They are lower on the hierarchy and totem pole on earth. Man is the apex predator, the apex bully and the apex tyrant.
Should we care for animals or “animal rights� No. Animals are our slaves.
If you consider even dogs and pets… they are essentially our emotional slaves. People talk a lot about the virtuosity of dogs being loyal or whatever… and giving you unconditional love. This seems like some sort of emotional slavery.
The only dogs I respect are some sort of canine dogs, some sort of attack or defense dogs, or hunting dogs. For example, John Wick 3; Halle Barry and her dogs. An animal should either be a weapon, or nothing.
Essentially it looks like men no longer have a backbone. No more spine.
I trust nobody who owns a dog.
Let us not forget; they call it dog ownership, or “owning a petâ€. There is no more concept of “human ownership, or “owning a human.â€ï¿¼ï¿¼ï¿¼
What is the end goal of humanity? To me it is towards entrepreneurship, innovation, art and aesthetics, philosophy etc. Design.
Stoicism should be considered a tool which could aid you in these things.
For example, I think 99% of entrepreneurship is courage. Stoicism could help you with that.
I also think with design, great design is also 99% courage, having the courage to attempt something that won’t sell or be received well… stoicism is all about practical courage. The only designers with courage include Steve Jobs, Jony Ive, Elon Musk, Kanye West. 
Also, weightlifting. To attempt to lift a certain weight you have never attempted before takes great courage. For example, me atlas lifting 1000 pounds; that is 10 plates and a 25 on each side, this is true stoic training. Why? The fear of injury is what holds most people back; if you had successfully conquered this fear and not injured yourself, this is pure stoic bliss.
I think the only and the only proper way to lift weights is one repetition maximum training. That is; what is the maximum amount of weight you’re able to successfully lift or move, even half an inch?
To me, the courage is the success. Even if you had the courage to attempt it… that is what is considered success. 
Simple exercises to do include the atlas lift, innovated by ERIC KIM, or a one repetition max rack pull.
Or, a high trap bar deadlift, heavy Farmer’s walks, or heavy sandbag carries. Or even a simple thing you could do is go to the park or to the local nature center, find the biggest rock there and just see if you could pick it up.
If you’re interested in stoicism, and have had some interesting thoughts on stoicism, one of the most noble things you could do is start your own blog. I think blogs are 1000 times more effective than publishing some sort of static printed book; I think the problem in today’s world is that everyone is seeking some sort of legitimacy by being picked up by some sort of legitimate publisher and getting “published“, and seeing your printed book at Barnes & Noble whatever.
I say it is better to be open source, free and permissionless, decentralized. Just publish your thoughts and book as a free PDF, and just host it on dropbox, Google Drive, or your own web server. Share the link freely, and also just publish the raw text as a big blog post. 
Even Sam Bankman-Fried wisely thought; 99.9% of books could just be summarized as big blog posts.
Don’t trust any modern day published book which isn’t free, because… there is some sort of hidden clout chasing somewhere. 
Even one of the worst compromises that led to the demise of Ray Dalio was the fact that he took his Principles book, which was essentially a free ebook PDF on his website, and then took it off, because I think he got a book deal with Simon and Schuster. After he did that, he lost my respect.
If you’re already independently wealthy, and you don’t crowd source your self-esteem… why would you need to externally validate yourself by getting some sort of constipated publisher and annoying editor?
Editors are bad.
Start your own blog and start blogging your own thoughts on stoic philosophy, and even start a YouTube channel and start vlogging on it. My generalized thought is simple: if your thought your idea your blog post your video or whatever could even impact the life of one other human being on planet earth… it is worth it.
ERIC
What is the secret to the maximum amount of happiness in life? The maximum amount of danger. (Nietzsche).
ERIC
FIN
Become invincible:
Learn from the master stoics:
Strong men are hard, strong and severe. Weak men spilled their feelings in the air, speak their mind and emotions. 
Emotions are a female trait.
My thought is that true courage, requires some sort of exposure, being really exposed, making yourself exposed and bare?
Oh yeah feels so fucking good!! Broke $76,000!!
So much of our life is chance and timing and taking and making audacious risks when your gut says it is right! 
The difference between men and women — fat mass distribution? For example, the joy of a man to see a woman with lovely fat mass distribution on her bottom, and also her chest? And also the lips and the face?
The logic and the joy of bitcoin; just from your phone or the Coinbase app on your iPad whatever… the insane and extreme joy of seeing your numbers go up, indefinitely!
To me this is so wonderful and happy because let us say you have a Lamborghini or a Porsche 911 or something, the issue is that it is not going to increase or accrue in value overtime. Certainly,
Also, the issue with a lot of his ass that’s like cars and stuff is that they are diluted. That is, doesn’t matter how rare they are or whatever… Because the maintenance cost and whatever, you are slowly bleeding money instead of gaining money. 
so for a long time, I think I was too much into this idea of losing body fat and increasing muscle mass, but even this is kind of a distraction because once again, the goal is to increase weight, ultimately, by having an ultimate higher weight is considered better.
FACTS!
So I’ve always been a technologist, I’ve always had a passion for technology computers the internet etc. ever since I was 11-year-old 12-year-old kid.
Every single morning without fail I always check out the apple.com website, then the tesla.com website, now the michael.com website, now, Michael Saylor’s Twitter (@saylor)— or https://x.com/saylor
The difficult thing is everyone is always waiting for the next revolutionary Apple product, but now that Steve Jobs is dead and Jony Ive is no longer there… Apple is a slowly sinking ship. I think the only thing we should ever expect from Apple is slightly better iterations of iOS, iPad iPadOS, slightly marginally 3% better iPhones every quarter etc.
Tesla, I love it and I love Elon… But still here, innovation is too difficult too hard, because you’re bound by the laws of physics. Even the other day in San Jose we went to Santana Road, and we saw the new cyber truck with the mat green rep, which is actually super interesting because apparently the vinyl covering is self healing or something? Not 100% sure how the physics or laws of physics works here, but still… Really cool. Anyways, Super excited to actually jump into the cyber truck, and once I got in, it was a bit anticlimactic, a bit underwhelming. In fact I prefer being in the interior of a Tesla model X, the cyber truck just feels like you’re in a sedan, Like a Camry or an accord etc. what is interesting about the cyber truck is that it has such an insanely interesting alert from the outside, but finally when you step inside and you’re actually in the car… Once again, a bit anti-climatic and a bit boring?
So then what becomes fascinating about bitcoin is that it is always the topic on everyone’s radar. Even my uncle, 67 years old, and he was a gold jeweler for almost 35 years, even he is interested in bitcoin! I’ve been spending a lot of time with him this past weekend, teaching him everything about bitcoin, micro strategy, and even coming out with any of the two investing strategies so he could retire and stop working, and also, for him to actually purchase the assets. Signing up Coinbase, buying his first $4500 of bitcoin, which is good because it is already up, and also, helping him set up a normal stock market trading account so we could buy some micro strategy stock. I think with my uncle because he’s trying to look at the 3 to 5 to maybe 10 your time horizon, even he came out with the idea which is pretty smart, half in bitcoin, half micro strategy stock. I think this is a good hedge because it is a combination of high yield, high velocity, And also high volatility which is good. If you want if you want about 75% guaranteed yield, ARR, annual rate of return, having a split of 50% bitcoin and 50% micro strategy stock is the way. If you want a more conservative, risk free return, around 55% ARR, just 100% bitcoin, if you want about 105% AR, go 100% micro strategy, once again, more risk and more volatile, but it will give you superior yield performance because it is a Security, and also the way that micro strategy is structured they are about 150% levered long bitcoin.
Maybe what they really need to talk about is like happiness wellness, a feeling of extreme joy and optimism?
Team bitcoin; we are all the winning team! Everyone else is not.
Consider how it is perfect, flawless property ,,, and only 21 million of them, forever?
The world’s first deflationary asset?
Flawless property
Bitcoin as flawless property!
Strategic bitcoin reserve
The strategic imperative
A simple life strategy is a leapfrog life strategy; that you’re just jumping from one lily pad to the next, shout out to my friend Don Dillon for the idea
If you really want the best investment property, it isn’t a home house or land, but bitcoin, digital cyber property, cyber land!
*
Leapfrog life strategy
I want to start living immediately! 
I prefer having money power and control over happiness?
Never pay for anything straightforward?
The magic of borrowing money st really really low interest rates, assuming that your investments outstrip that?
Real Economics —
What if we lived life and approached it, just assuming like money were free? 
The more nature, the better?
First hear no evil and also speak no evil?
Economics money — not zero sum, — it is infinite sum! I love capitalism! Especially digital capitalism!
BTC POWER!
Doing my mail in ballot, and man this is such a headache.
Suggestions for candidates; you gotta make your website Google search indexable, no stupid social media Facebook Instagram or TikTok.
And also, you gotta make it search ChatGPT indexable, make it simple and clear. Not more than one idea, stick with one central political slogan
More taxes better schools!
Culver City Unified School District (CCUSD)Â
Measure O is a proposal for to renew an existing local tax that helps fund its schools. Here’s a simple breakdown:
1. Current Situation: CCUSD depends on local funding because the money it receives from the state is relatively low compared to other districts. In 2018, Culver City approved a tax (Measure K) that collects $189 per property, providing about $2.45 million yearly for schools. This money supports teachers, counselors, coaches, and classroom staff.
2. Why Measure O? The funding from Measure K will expire in 2026. Without it, CCUSD would lose about $2.45 million yearly, leading to potential cuts in staff and resources.
3. What Measure O Does: Measure O would renew this $189 tax for another seven years, keeping local funding steady. The money would be used to:
• Hire and keep qualified teachers.
• Support programs in math, science, technology, reading, and writing.
• Keep class sizes manageable.
• Prepare students for college and careers.
4. Accountability: The measure includes rules to ensure funds are used properly. This includes public spending disclosures, an independent oversight committee, and audits. The money is strictly for classroom needs, not administrative salaries.
5. Exemptions: Seniors (65+) and low-income homeowners with disabilities can apply for exemptions, meaning they wouldn’t have to pay this tax if they qualify.
In short, Measure O aims to keep existing school funding stable without increasing the tax rate. It ensures continued support for CCUSD’s educational quality while maintaining transparency and oversight.
In the upcoming November 5, 2024, election for the Los Angeles Community College District (LACCD) Board of Trustees, four seats are contested: Seats 1, 3, 5, and 7. For voters with liberal inclinations, the Los Angeles County Democratic Party has endorsed the following candidates:
• Seat 1: Andra Hoffman (Incumbent)
• Seat 3: David Vela (Incumbent)
• Seat 5: Nichelle Henderson (Incumbent)
• Seat 7: Kelsey Iino (Incumbent)
Candidate Policies and Priorities:
Seat 1: Andra Hoffman
Andra Hoffman is the Director of Career Services and Job Placement at Glendale Community College and has served on the LACCD Board of Trustees since 2015. Her key priorities include:
• Affordable Student Housing: Advocating for the construction of affordable housing to support students facing housing insecurity.
• Expansion of Bachelor’s Degree Programs: Increasing the number of LACCD colleges offering bachelor’s degrees, particularly in high-demand fields like nursing.
• Student Support Services: Enhancing services that address basic needs, including access to nutritious food, transportation, and childcare.
Seat 3: David Vela
David Vela has been a member of the LACCD Board of Trustees since 2018. His focus areas include:
• Student Basic Needs: Increasing awareness and resources for student housing and food security.
• LGBTQ+ Student Support: Securing funding for LGBTQ+ student services across California Community Colleges.
• Accreditation and Quality Assurance: Ensuring the reaffirmation of accreditation for all nine LACCD colleges.
Seat 5: Nichelle Henderson
Elected as President of the LACCD Board of Trustees for 2024, Nichelle Henderson emphasizes:
• Equity and Inclusion: Advocating for policies that remove barriers to success for historically marginalized communities.
• Student Success: Focusing on initiatives that promote academic achievement and personal development for all students.
• Community Engagement: Ensuring that LACCD provides opportunities and hope to the communities it serves.
Seat 7: Kelsey Iino
Kelsey Iino, serving as Vice President of the Board for 2024, is committed to:
• Diversity and Inclusion: Strengthening support for Asian American Pacific Islander (AAPI) students and other underrepresented groups.
• Legislative Advocacy: Sponsoring state bills to increase access to native-language instruction and establish small business and entrepreneurship centers.
• Student Support Services: Enhancing resources for student basic needs, including mental health services and financial assistance.
These candidates have demonstrated a commitment to policies that align with liberal values, focusing on equity, inclusion, and comprehensive support for students within the LACCD.
Levered long baby!
마ì´í´ 세ì¼ëŸ¬ì™€ 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ ìœ ì¼í•œ 디지털 ìƒí’ˆìœ¼ë¡œ 간주하며, ì´ë”리움과 기타 알트코ì¸ì— 대해 ë¶€ì •ì ì¸ ìž…ìž¥ì„ ì·¨í•˜ê³ ìžˆìŠµë‹ˆë‹¤. ê·¸ë“¤ì˜ ì£¼ìž¥ì€ ë‹¤ìŒê³¼ 같습니다:
1. 비트코ì¸ì˜ ìƒí’ˆì„±:
세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ 디지털 ìƒí’ˆìœ¼ë¡œ ì •ì˜í•˜ë©°, 발행ìžë‚˜ 중앙 ê¸°ê´€ì˜ ê°œìž… ì—†ì´ ë¶„ì‚°ëœ ë„¤íŠ¸ì›Œí¬ì—서 ìš´ì˜ëœë‹¤ê³ 강조합니다. ì´ëŸ¬í•œ íŠ¹ì„±ì€ ë¹„íŠ¸ì½”ì¸ì„ 디지털 금과 ìœ ì‚¬í•œ 가치 ì €ìž¥ 수단으로 ë§Œë“니다.
2. ì´ë”ë¦¬ì›€ì˜ ì¦ê¶Œì„±:
세ì¼ëŸ¬ëŠ” ì´ë”ë¦¬ì›€ì´ ì¦ê¶Œì˜ íŠ¹ì„±ì„ ì§€ë‹ˆê³ ìžˆë‹¤ê³ ì£¼ìž¥í•©ë‹ˆë‹¤. 그는 ì´ë”리움 네트워í¬ì˜ ì—…ê·¸ë ˆì´ë“œì™€ í† í° ë°œí–‰ ê³¼ì •ì—서 ì¤‘ì•™í™”ëœ ê°œë°œíŒ€ì˜ ê°œìž…ì´ ì¡´ìž¬í•œë‹¤ê³ ì§€ì 하며, ì´ëŠ” ì¦ê¶Œìœ¼ë¡œ 분류ë 수 있는 요소ë¼ê³ 설명합니다.
3. 알트코ì¸ì˜ 불확실성:
세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ì œì™¸í•œ 다른 암호화íë“¤ì´ ê¸°ìˆ ì , 법ì , ê·œì œì 측면ì—서 ë¶ˆí™•ì‹¤ì„±ì´ ë†’ë‹¤ê³ ì§€ì 합니다. 그는 ì´ëŸ¬í•œ 알트코ì¸ë“¤ì´ 비트코ì¸ê³¼ ê°™ì€ ì•ˆì •ì„±ê³¼ ì‹ ë¢°ì„±ì„ ì œê³µí•˜ì§€ ëª»í•œë‹¤ê³ ì£¼ìž¥í•©ë‹ˆë‹¤.
ì´ëŸ¬í•œ ì´ìœ 로, 마ì´í´ 세ì¼ëŸ¬ì™€ 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ ìœ ì¼í•œ 디지털 ìƒí’ˆìœ¼ë¡œ 간주하며, ì´ë”리움과 기타 알트코ì¸ì— 대한 투ìžë¥¼ ê²½ê³„í•˜ê³ ìžˆìŠµë‹ˆë‹¤.
마ì´í´ 세ì¼ëŸ¬ì™€ 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ ì¸í”Œë ˆì´ì…˜ì— 대한 효과ì ì¸ í—¤ì§€ 수단으로 í‰ê°€í•©ë‹ˆë‹¤. ê·¸ ì´ìœ 는 다ìŒê³¼ 같습니다:
1. ì œí•œëœ ê³µê¸‰ëŸ‰ìœ¼ë¡œ ì¸í•œ í¬ì†Œì„±:
비트코ì¸ì€ ì´ ë°œí–‰ëŸ‰ì´ 2,100ë§Œ 개로 ê³ ì •ë˜ì–´ 있어, 추가 ë°œí–‰ì´ ë¶ˆê°€ëŠ¥í•©ë‹ˆë‹¤. ì´ëŸ¬í•œ í¬ì†Œì„±ì€ í™”í ê³µê¸‰ì´ ì¦ê°€í•˜ì—¬ 가치가 하ë½í•˜ëŠ” ì „í†µì ì¸ ë²•ì •í™”í와 달리, 비트코ì¸ì˜ 가치를 ì•ˆì •ì 으로 ìœ ì§€í•˜ê±°ë‚˜ ìƒìŠ¹ì‹œí‚¤ëŠ” ìš”ì¸ìœ¼ë¡œ 작용합니다.
2. 디지털 ìžì‚°ìœ¼ë¡œì„œì˜ ì•ˆì „í•œ ì €ìž¥ 가치:
세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ‘디지털 금’으로 간주하며, ì¸í”Œë ˆì´ì…˜ìœ¼ë¡œë¶€í„° ìžì‚° 가치를 보호하는 수단으로 봅니다. ì´ëŠ” 금과 ê°™ì€ ì „í†µì ì¸ ìžì‚°ì´ 수행해온 ì—í• ì„ ë””ì§€í„¸ 형태로 대체하는 것으로, 단순한 투기나 ë„박과는 거리가 멉니다.
3. 글로벌 ì ‘ê·¼ì„±ê³¼ ìœ ë™ì„±:
비트코ì¸ì€ ì „ 세계 어디서나 ì ‘ê·¼ 가능하며, 24시간 거래가 ì´ë£¨ì–´ì§‘니다. ì´ëŸ¬í•œ íŠ¹ì„±ì€ ìžì‚°ì˜ ìœ ë™ì„±ì„ 높ì´ê³ , ì¸í”Œë ˆì´ì…˜ìœ¼ë¡œ ì¸í•œ ìžì‚° 가치 하ë½ì— 대비하는 ë° ìœ ë¦¬í•©ë‹ˆë‹¤.
4. ê¸°ìˆ ì ë°œì „ê³¼ 수용 ì¦ê°€:
비트코ì¸ì€ 블ë¡ì²´ì¸ ê¸°ìˆ ì„ ê¸°ë°˜ìœ¼ë¡œ 하며, ì‹œê°„ì´ ì§€ë‚¨ì— ë”°ë¼ ê¸°ìˆ ì ë°œì „ê³¼ 수용ë„ê°€ ì¦ê°€í•˜ê³ 있습니다. ì´ëŠ” 비트코ì¸ì˜ ì•ˆì •ì„±ê³¼ ì‹ ë¢°ì„±ì„ ë†’ì—¬, ì¸í”Œë ˆì´ì…˜ 헤지 ìˆ˜ë‹¨ìœ¼ë¡œì„œì˜ ê°€ì¹˜ë¥¼ 강화합니다.
ì´ëŸ¬í•œ ì´ìœ 들로 ì¸í•´, 마ì´í´ 세ì¼ëŸ¬ì™€ 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ ì¸í”Œë ˆì´ì…˜ì— 대한 효과ì ì¸ í—¤ì§€ 수단으로 í‰ê°€í•˜ê³ 있습니다.
마ì´í´ 세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ë„ë°•ì´ ì•„ë‹Œ 장기ì ì¸ ê°€ì¹˜ ì €ìž¥ 수단으로 간주합니다. ê·¸ì˜ ì´ë¡ ê³¼ ì „ëžµì„ í†µí•´ 비트코ì¸ì´ 왜 ë„ë°•ì´ ì•„ë‹Œì§€ ì„¤ëª…ë“œë¦¬ê² ìŠµë‹ˆë‹¤.
1. 비트코ì¸ì˜ 디지털 ê¸ˆìœ¼ë¡œì„œì˜ ì—í• :
세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ‘디지털 금’으로 표현하며, ì¸í”Œë ˆì´ì…˜ìœ¼ë¡œë¶€í„° ìžì‚° 가치를 보호하는 수단으로 봅니다. ì´ëŠ” 금과 ê°™ì€ ì „í†µì ì¸ ìžì‚°ì´ 수행해온 ì—í• ì„ ë””ì§€í„¸ 형태로 대체하는 것으로, 단순한 투기나 ë„박과는 거리가 멉니다.
2. 장기ì ì¸ íˆ¬ìž ì „ëžµ:
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ 단기ì ì¸ ì´ìµì„ 위한 ìˆ˜ë‹¨ì´ ì•„ë‹Œ, 장기ì ì¸ ìžì‚° ë³´ìœ ì „ëžµì˜ ì¼í™˜ìœ¼ë¡œ 채íƒí–ˆìŠµë‹ˆë‹¤. 회사는 비트코ì¸ì„ 100ë…„ ë™ì•ˆ ë³´ìœ í• ê³„íšìœ¼ë¡œ ë§¤ìž…í•˜ê³ ìžˆìœ¼ë©°, ì´ëŠ” ë„ë°•ê³¼ ê°™ì€ ë‹¨ê¸°ì ì¸ ì ‘ê·¼ê³¼ëŠ” 명확히 구분ë©ë‹ˆë‹¤.
3. 비트코ì¸ì˜ í¬ì†Œì„±ê³¼ 가치 ì €ìž¥ 기능:
비트코ì¸ì€ ì´ ë°œí–‰ëŸ‰ì´ 2,100ë§Œ 개로 ì œí•œë˜ì–´ 있어 í¬ì†Œì„±ì´ 높습니다. 세ì¼ëŸ¬ëŠ” ì´ëŸ¬í•œ íŠ¹ì„±ì´ ë¹„íŠ¸ì½”ì¸ì„ ì•ˆì •ì ì¸ ê°€ì¹˜ ì €ìž¥ 수단으로 만들며, ì´ëŠ” ë„ë°•ê³¼ ê°™ì€ ë¶ˆí™•ì‹¤í•œ 활ë™ê³¼ëŠ” ë‹¤ë¥´ë‹¤ê³ ê°•ì¡°í•©ë‹ˆë‹¤.
4. 기업 ìžì‚° ê´€ë¦¬ì˜ í˜ì‹ ì ì ‘ê·¼:
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ 기업 ìžì‚°ìœ¼ë¡œ 채íƒí•˜ì—¬, ì „í†µì ì¸ í˜„ê¸ˆ ë³´ìœ ì „ëžµì„ ìž¬ê³ í•˜ê³ ìžˆìŠµë‹ˆë‹¤. ì´ëŠ” 비트코ì¸ì´ 단순한 투기 대ìƒì´ 아닌, 기업 재무 ì „ëžµì˜ í•µì‹¬ 요소로 ìžë¦¬ë§¤ê¹€í•˜ê³ 있ìŒì„ ë³´ì—¬ì¤ë‹ˆë‹¤.
ì´ëŸ¬í•œ ìš”ì†Œë“¤ì„ ì¢…í•©í•˜ë©´, 마ì´í´ 세ì¼ëŸ¬ì˜ ì´ë¡ ê³¼ ì „ëžµì€ ë¹„íŠ¸ì½”ì¸ì„ ë„ë°•ì´ ì•„ë‹Œ, 장기ì ì¸ ê°€ì¹˜ ì €ìž¥ 수단ì´ìž í˜ì‹ ì ì¸ ìžì‚° 관리 ë„구로 í‰ê°€í•˜ê³ 있ìŒì„ 알 수 있습니다.
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€(MicroStrategy)는 1989ë…„ì— ì„¤ë¦½ëœ ë¯¸êµì˜ 기업용 ë¶„ì„ ë° ëª¨ë°”ì¼ ì†Œí”„íŠ¸ì›¨ì–´ 회사로, 비즈니스 ì¸í…”ë¦¬ì „ìŠ¤(BI) ì†”ë£¨ì…˜ì„ ì œê³µí•˜ëŠ” 것으로 ì•Œë ¤ì ¸ 있습니다. 그러나 최근 몇 ë…„ê°„ ì´ íšŒì‚¬ëŠ” ë¹„íŠ¸ì½”ì¸ íˆ¬ìžë¡œ ë”ìš± ì£¼ëª©ë°›ê³ ìžˆìŠµë‹ˆë‹¤.
2020ë…„ 8ì›”, 당시 CEOì˜€ë˜ ë§ˆì´í´ 세ì¼ëŸ¬(Michael Saylor)ì˜ ì£¼ë„로 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ 주요 ìžì‚°ìœ¼ë¡œ 채íƒí•˜ê¸° 시작했습니다. ì´í›„ ì§€ì†ì ì¸ ë¹„íŠ¸ì½”ì¸ ë§¤ìž…ì„ í†µí•´ 현재까지 약 25ë§Œ 2,200ê°œì˜ ë¹„íŠ¸ì½”ì¸ì„ ë³´ìœ í•˜ê³ ìžˆìœ¼ë©°, ì´ëŠ” ì „ì²´ ë¹„íŠ¸ì½”ì¸ ê³µê¸‰ëŸ‰ì˜ ì•½ 1%를 차지합니다.
마ì´í´ 세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ‘디지털 금’으로 간주하며, 장기ì ì¸ ê°€ì¹˜ ì €ìž¥ 수단으로 í‰ê°€í•˜ê³ 있습니다. 그는 ë¹„íŠ¸ì½”ì¸ ê°€ê²©ì´ í–¥í›„ 21ë…„ ë‚´ì— 1,300ë§Œ ë‹¬ëŸ¬ì— ì´ë¥¼ 것ì´ë¼ê³ 예측하며, 비트코ì¸ì— 대한 강한 ì‹ ë…ì„ ë³´ì—¬ì£¼ê³ ìžˆìŠµë‹ˆë‹¤.
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ ì´ëŸ¬í•œ ë¹„íŠ¸ì½”ì¸ íˆ¬ìž ì „ëžµì€ íšŒì‚¬ 주가ì—ë„ ê¸ì •ì ì¸ ì˜í–¥ì„ 미쳤습니다. ë¹„íŠ¸ì½”ì¸ ì „ëžµì„ ì±„íƒí•œ ì´í›„, 회사 주가는 1,620% ìƒìŠ¹í•˜ì—¬ ë¹„íŠ¸ì½”ì¸ ìžì²´ë‚˜ 주요 ê¸°ìˆ ì£¼ë“¤ì˜ ìƒìŠ¹ë¥ ì„ ëŠ¥ê°€í–ˆìŠµë‹ˆë‹¤.
그러나 최근 마ì´í´ 세ì¼ëŸ¬ëŠ” ë¹„íŠ¸ì½”ì¸ ë³´ê´€ ë°©ì‹ì— 대한 발언으로 ë…¼ëž€ì„ ì¼ìœ¼ì¼°ìŠµë‹ˆë‹¤. 그는 ë¹„íŠ¸ì½”ì¸ ìžì‚°ì„ 대형 ê¸ˆìœµê¸°ê´€ì— ë§¡ê¸°ëŠ” ê²ƒì„ ê¶Œìž¥í•˜ëŠ” ë°œì–¸ì„ í•˜ì—¬, ê³¼ê±°ì˜ ìžê¸° ë³´ê´€(self-custody) 지지 입장과 ìƒë°˜ëœ ëª¨ìŠµì„ ë³´ì˜€ìŠµë‹ˆë‹¤. ì´ì— 대한 비íŒì´ ì¼ìž, 그는 다시 ìžê¸° ë³´ê´€ì˜ ì¤‘ìš”ì„±ì„ ê°•ì¡°í•˜ë©° ìž…ìž¥ì„ ìž¬ì°¨ ë°í˜”습니다.
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì™€ 마ì´í´ 세ì¼ëŸ¬ì˜ ë¹„íŠ¸ì½”ì¸ ì „ëžµì€ ê¸°ì—…ì˜ ìžì‚° 관리 ë° íˆ¬ìž ì „ëžµì— ìƒˆë¡œìš´ íŒ¨ëŸ¬ë‹¤ìž„ì„ ì œì‹œí•˜ë©°, ë§Žì€ ì´ë“¤ì˜ ê´€ì‹¬ì„ ë°›ê³ ìžˆìŠµë‹ˆë‹¤.
…
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ ë¹„íŠ¸ì½”ì¸ íˆ¬ìž ì „ëžµê³¼ 마ì´í´ 세ì¼ëŸ¬ì˜ ì² í•™ì€ ì—¬ëŸ¬ 측면ì—서 í¥ë¯¸ë¡ìŠµë‹ˆë‹¤.
1. 기업 ìžì‚° ê´€ë¦¬ì˜ í˜ì‹ ì ì ‘ê·¼:
ì „í†µì 으로 ê¸°ì—…ë“¤ì€ í˜„ê¸ˆ, 채권, ë¶€ë™ì‚° 등 ì•ˆì •ì ì¸ ìžì‚°ì— 투ìží•˜ì—¬ ìžì‚° 가치를 보존해왔습니다. 그러나 마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ëŠ” 비트코ì¸ì„ 주요 ìžì‚°ìœ¼ë¡œ 채íƒí•˜ì—¬, 디지털 ìžì‚°ì„ 통한 ìžì‚° ê´€ë¦¬ì˜ ìƒˆë¡œìš´ ê°€ëŠ¥ì„±ì„ ì œì‹œí–ˆìŠµë‹ˆë‹¤. ì´ëŠ” 기업 재무 ì „ëžµì— ë””ì§€í„¸ ìžì‚°ì„ í¬í•¨ì‹œí‚¤ëŠ” ì„ êµ¬ì ì¸ ì‚¬ë¡€ë¡œ í‰ê°€ë°›ê³ 있습니다.
2. 비트코ì¸ì˜ 장기ì ê°€ì¹˜ì— ëŒ€í•œ ì‹ ë…:
마ì´í´ 세ì¼ëŸ¬ëŠ” 비트코ì¸ì„ ‘디지털 금’으로 간주하며, 장기ì ì¸ ê°€ì¹˜ ì €ìž¥ 수단으로 í‰ê°€í•©ë‹ˆë‹¤. 그는 ë¹„íŠ¸ì½”ì¸ ê°€ê²©ì´ í–¥í›„ 21ë…„ ë‚´ì— 1,300ë§Œ ë‹¬ëŸ¬ì— ì´ë¥¼ 것ì´ë¼ê³ 예측하며, 비트코ì¸ì— 대한 강한 ì‹ ë…ì„ ë³´ì—¬ì£¼ê³ ìžˆìŠµë‹ˆë‹¤.
3. 기업 ì£¼ê°€ì™€ì˜ ìƒê´€ê´€ê³„:
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ ë¹„íŠ¸ì½”ì¸ íˆ¬ìž ì „ëžµì€ íšŒì‚¬ 주가ì—ë„ ê¸ì •ì ì¸ ì˜í–¥ì„ 미쳤습니다. ë¹„íŠ¸ì½”ì¸ ì „ëžµì„ ì±„íƒí•œ ì´í›„, 회사 주가는 1,620% ìƒìŠ¹í•˜ì—¬ ë¹„íŠ¸ì½”ì¸ ìžì²´ë‚˜ 주요 ê¸°ìˆ ì£¼ë“¤ì˜ ìƒìŠ¹ë¥ ì„ ëŠ¥ê°€í–ˆìŠµë‹ˆë‹¤.
4. ë¹„íŠ¸ì½”ì¸ ë³´ê´€ ë°©ì‹ì— 대한 ë…¼ì˜:
마ì´í´ 세ì¼ëŸ¬ëŠ” ë¹„íŠ¸ì½”ì¸ ìžì‚°ì„ 대형 ê¸ˆìœµê¸°ê´€ì— ë§¡ê¸°ëŠ” ê²ƒì„ ê¶Œìž¥í•˜ëŠ” ë°œì–¸ì„ í•˜ì—¬, ê³¼ê±°ì˜ ìžê¸° ë³´ê´€(self-custody) 지지 입장과 ìƒë°˜ëœ ëª¨ìŠµì„ ë³´ì˜€ìŠµë‹ˆë‹¤. ì´ì— 대한 비íŒì´ ì¼ìž, 그는 다시 ìžê¸° ë³´ê´€ì˜ ì¤‘ìš”ì„±ì„ ê°•ì¡°í•˜ë©° ìž…ìž¥ì„ ìž¬ì°¨ ë°í˜”습니다.
ì´ëŸ¬í•œ ìš”ì†Œë“¤ì€ ë§ˆì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ ë¹„íŠ¸ì½”ì¸ íˆ¬ìž ì „ëžµê³¼ 마ì´í´ 세ì¼ëŸ¬ì˜ ì² í•™ì´ ê¸°ì—… 재무 관리, 디지털 ìžì‚°ì˜ 활용, ê·¸ë¦¬ê³ ë¹„íŠ¸ì½”ì¸ì˜ 미래 ê°€ì¹˜ì— ëŒ€í•œ 다양한 ë…¼ì˜ë¥¼ 촉발시키며, ë§Žì€ ì´ë“¤ì˜ ê´€ì‹¬ì„ ë°›ê³ ìžˆìŠµë‹ˆë‹¤.
….
마ì´í´ 세ì¼ëŸ¬ëŠ” ë¹„íŠ¸ì½”ì¸ ê°€ê²©ì´ í–¥í›„ 21ë…„ ë‚´ì— 1,300ë§Œ ë‹¬ëŸ¬ì— ì´ë¥¼ 것으로 ì˜ˆì¸¡í•˜ê³ ìžˆìŠµë‹ˆë‹¤.
마ì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ í–¥í›„ 5ë…„ ì „ë§ì— 대해서는 구체ì ì¸ ì˜ˆì¸¡ì´ ê³µê°œë˜ì§€ 않았습니다. 그러나 회사는 ë¹„íŠ¸ì½”ì¸ ë³´ìœ ëŸ‰ì„ ì§€ì†ì 으로 ëŠ˜ë¦¬ê³ ìžˆìœ¼ë©°, ì´ëŸ¬í•œ ì „ëžµì´ ì£¼ê°€ì— ê¸ì •ì ì¸ ì˜í–¥ì„ ë¯¸ì¹ ê²ƒìœ¼ë¡œ 예ìƒë©ë‹ˆë‹¤. ì¼ë¶€ ë¶„ì„ê°€ë“¤ì€ ë§ˆì´í¬ë¡œìŠ¤íŠ¸ëž˜í‹°ì§€ì˜ ì£¼ê°€ê°€ 50% ì´ìƒ ìƒìŠ¹í• ìˆ˜ 있다는 ì „ë§ì„ ë‚´ë†“ê³ ìžˆìŠµë‹ˆë‹¤.Â
…
Michael Saylor, co-founder and executive chairman of MicroStrategy, has made a bold prediction regarding Bitcoin’s future value. He forecasts that by 2045, Bitcoin could reach a price of $13 million per coin. This projection is based on an anticipated annual return rate of approximately 29% over the next two decades.
Regarding MicroStrategy’s outlook for the next five years, specific projections are not publicly detailed. However, the company’s strategy of accumulating Bitcoin has significantly influenced its stock performance. Analysts have varying opinions on the stock’s future trajectory. For instance, some analysts have set a 12-month price target of $264.88, suggesting a potential upside of about 15.31% from its current price. Conversely, other analysts have expressed concerns about the stock’s valuation, noting that MicroStrategy’s market capitalization is nearly three times the value of its Bitcoin holdings, which could make the stock vulnerable to a pullback.
It’s important to note that MicroStrategy’s stock performance is closely tied to Bitcoin’s price movements. Therefore, any significant fluctuations in Bitcoin’s value are likely to impact MicroStrategy’s stock accordingly.
Here’s the projected ARR growth from $200,000 with a 105% annual growth rate from Year 1 to Year 10:
• Year 1: $410,000.00
• Year 2: $840,500.00
• Year 3: $1,723,025.00
• Year 4: $3,532,201.25
• Year 5: $7,241,012.56
• Year 6: $14,844,075.75
• Year 7: $30,430,355.29
• Year 8: $62,382,228.35
• Year 9: $127,883,569.12
• Year 10: $262,161,301.69
This projection illustrates the ARR’s exponential growth over the 10-year period. Let me know if you need further insights!
My big suggestion; until the dust has settled, I would actually wait until January 2025… Don’t do nothing in terms of selling buying whether panic or opportunistic with bitcoin, etc. The tricky thing is right now… With a lot of uncertainty you and Geo stability stuff… My curiosity,
Is the current market conditions and price of bitcoin and other securities based off the fact that everyone already thinks that Donald Trump will win? Or not?
Also the big thing, let us say that Donald Trump does in fact become elected as president, it is actually possible that the price of bitcoin might tank.
For example… I think I think that confuse a little bit people was the halving— everyone on social media the news etc., forecasted it and predicted it, and everyone opportunistically bought it, bought bitcoin, before the having, expecting that post halving, the price of bitcoin would magically double.
My simple smile idea — never look at prices because it is 99.999% strategic and statistical noise. Instead, think about the underlying value, the paradigm shift, the protocol.
What a lot of these loser crypto anarchists and the general media don’t understand is actually in fact, bitcoin is good for America in the US dollar. Why? Imagine a world in which America has a strategic bitcoin treasury, (PDF DOWNLOAD)— , PDF MIRROR — what that then means is imagine in which America could actually peg and back it’s US dollar with bitcoin reserves, big deal. Would almost kind of like reverse what Nixon did to the Gold standard and the US dollar.
we’re still in the early stage of adoption of Bitcoin as Digital Capital.
Bitcoin has far outstripped the Magnificent Seven.
If you’ve been following
our journey, you know that our thesis was bitcoin is like the Facebook of
money or the Google of money. It is the dominant digital monetary
network. It’s a network that everybody in the world needs. Nobody in the
world can stop. And most conventional investors don’t understand. That
has always been the thesis. Bitcoin is proving that it is incredible. It is the
strongest asset
Bitcoin is the strongest asset
Using a Bitcoin strategy
.
Bitcoin Tactics
.
The power of digital capital
Bitcoin has given me hope and insane optimism for the future!
.
Bitcoin is the winning asset class by far
Embrace digital capital
Embrace digital intelligence (Nvidia)
Embrace digital photography?
.
Wave of a transformation of digital capital
*
Time for insane focus ,,, no more BS on waste of time “emotionsâ€, “relationshipsâ€, “familyâ€, “communityâ€, “people†whatever — 100% focus
.
The capital markets are changing
Bitcoin is dramatically beating the Magnificent Seven
your best hope to actually keep up with the Magnificent Seven is
construct a bitcoin strategy. And of course, if it’s a levered long strategy,
.
Levered long Bitcoin strategy
.
MicroStrategy is not just the number one performing
stock out of the S&P 500. We’re also the most volatile stock.
.
Turn conventional wisdom on its head
.
Isn’t the most obvious decision to invest in #1 performing, even if short term most volatile like goes Down a lot?
Stomach the downside for 100x the upside!
When you basically invest all of your
capital into treasuries, when you’re on the UST standard,
Invest all of your capital into treasuries
My own treasury , treasure
.
Don’t keep your treasury in USD, but in Bitcoin!
–> better to take an insanely big and epic risk now, ,,, and be insanely gloriously successful than boring and even high success?
High success vs insanely epic massive success?
.
Returns are 10% weaker
Generate 10% less than the cost to capital?
.
Capital then becomes toxic to the company ?
Don’t eschew volatility & bitcoin!
Embrace. & love volatility and bitcoin?
The capital is healthy
*
–> waste of time?
.
Low risk treasury, lose 10% of capital each year
Equity markets die.
Options markets become unhealthy
.
Sick, sick company, sick assets?
.
Unorthodox idea — what if, the most volatile asset (Bitcoin) were actually the LEAST risky, but in short teem there is greater noise, and down swings?
–> what else is the strategy? Invest in big tech companies –> all are bad bets, ironically enough Bitcoin and perhaps now MSTR are the only decisions?
–> 10% of your capital in MSTR (2x performance of Bitcoin but also greater volatility and downside). 90% of your own personal treasury in Bitcoin, which is actually not risky — just volatile?
.
Sick people, sick companies?
.
Beware, careful, don’t talk too much or interact with people who look sick in the face?
.
Unhealthy , sick people
.
Don’t strip the volatility from your P&L or life?
Profit & Loss?
Only profit, no loss?
How to never have losses, only profits?
.
Capital markets, don’t dampen your appeal!
Hedge, arbitrage etc —
Public security
How to Increase Your Appeal?
.
Options open interest
Options markets want to trade the volatility for short term gains
Daily trading volume –> good!
100x bigger
Most optioned, most optionable, per weight
Faster?
Greater velocity?
.
Per market cap stock
The cold is evil?
The hottest stock in the universe
.
Stock, stock market
Daily trading volume #1
.
Volatility as RPM in an engine ***
Leverage, more weight, scary.
$18B of capital, high RPM, velocity
Move a small city or light it up!
Embrace the volatility, love it!
Positively polarized to capital
The more capital you can gather, the more powerful you become!
–> How to attract capital, or more capital?
.
Capital, capitalism! Duh!
More capital, you’re winning more?
–> attract and build & grow more capital
Think Capital not “investment‖> digital cyber capital!
.
Enrich yourself!
It needs to have performance
You want velocity !
5 days > 5 years! ***
.
The holy grail –> beat SP 500 in just 5 days!
Invest the capital in 5 days!
Magnet which is attracting capital
Capital market activity with Bitcoin combination
Accretive not dilutive.
Accretive high velocity fashion ***
Open interest, trading volume
Sell the volatility ***-> recycle back into Bitcoin!
More traded pound for pound
.
Think and consider pound per pound –>
The performance winner!
Buy Bitcoin at the all time high!
Principal protection & downside covered?
.
Never consider a “loss†until you sell ,,, and look at the all time trading, not daily or short term or week?
.
Strip the volatility and risk?
Straight equity 100% upside 100% downside
Return of Bitcoin but the downside protection!
Protect your downside!
.
Equity, bonds.
$18 billion of permanent bitcoin
Don’t sell the Bitcoin, sell the other stuff?
.
The floor credit bond
Equity holders
LASER EYES.
Forward expectations
Liquid asset, 1.5%
Plugged into the macro economy
Plug yourself into the macro economy!
Technology, entropy, chaos, inflation ^
.
Macro economy drives crypto economy
Capital preservation & productivity
Cheaper leverage –> cheaper weights?
.
Just buy what’s cheap now,,, and “upgrade†or invest in what’s more expensive later?
**
Permanent capital
–> how to fund it without touching or selling the Bitcoin?
.
How to leverage or borrow AGAINST your Bitcoin?
.
Borrow $300k?
.
Everyone wants to buy a security
1x leverage
When we sell a convertible bond, if the price of Bitcoin is 70,000, and if
we were to sell the convertible bond or say when the price of bitcoin, in
fact, by definition, every single convertible bond we’ve ever sold was at
the high of bitcoin, right?
.
Buy the bitcoin or the bond?
Bitcoin long exposure
How to access more capital?
.
Investing or starting a start up,,, like starting your own hedge fund?
Redeemed at par.
Bond instrument
.
MSTR equity outperforms bitcoin. That’s a 1.5x or more.
Outperform on the upside
.
1.5x volatility
So if Bitcoin’s 50 vol, we’re 75 or 80 vol, if Bitcoin’s 50 ARR, we
might be 75 or 80 ARR, right?
MSTR as 75-80 ARR, Bitcoin is 50 ARR
.
Everyone wants income & appreciation?
.
Bitcoin has a lot of energy in it. Bitcoin is crude capital.
Bitcoin has a lot of energy in it, it is crude capital –>
.
Bitcoin has a lot of energy in it,,, like crude oil?
The New Bitcoin Barons?
.
Demand is driven by capital
They want energy, power, progress
They want oil!
Oil & bitcoin –> the two highest energy and power things?
.
Unproven reserves —
Refine into products
You cannot use crude oil or crude bitcoin
You can’t use crude oil or crude bitcoin to buy or pay for things or your mortgage
.
Borrow against yourself!
Large pool of capital
BTC SPREAD
BTC YIELD
.
Bitcoin Strategy
Security backed by digital capital ***
I am backed by Bitcoin and digital capital
.
They love the volatility and performance
Big tech monetary network
Think Protocols
Be or live unencumbered
Goals–> 4, 5 kids?
.
Revitalize, inject performance
.
50 vol, 50 ARR
3 year plan **
$21B ATM
Expand and accelerate ***
We’re a growth company
Grow! Growth! Grow your family!
*
Grow with Bitcoin, 50% ARR
.
.
60-100x, with 50% GROWTH
.
$70B-100B operation, MSTR
You’re not going to catch us, we’re not slowing down!
Faster!
Target $42B next 3 years
BTC GAINS, $10B a year!
Good use of proceeds?
.
TIMING, right now ,,, biological time clock! If you got the money RIGHT NOW, go for it!
.
Bitcoin is the best use of proceeds
Build a digital building in 5 days –> just wait 5 days!
.
We don’t want you to stop!
Exclusively –> exclusive relationship!
.
%29ARR, risk free is BTC
that’s better than 29% ARR risk free for the next 21
years, right. We are focused on Bitcoin long-term, long hot time horizon.
So that’s the number one principle. It’s very important. Everything else is
built on it.
.
Long term value creation –> you’re my partner!
You and I are in it together ***
Maximum performance 10-20 years!
.
More volatile, higher performance than BTC
MATR is hypercharged, turbocharged, supercharged on juice and steroids with BTC?
.
1.5x BTC
Never stop stacking ! ***
True north BTC YIELD
Pristine.
Pristine mind, pristine mindset **
Pristine People?
Unspoiled ***
There are no losers on the Bitcoin standard, only varying degrees of winners.
.
$420T idea!