Bitcoin for Investors<\/p>\n\n\n\n
Why I love and care for Bitcoin:<\/p>\n\n\n\n
Very simple: just buy bitcoin, no cost to capital, and I think for the next four years, conservatively we could consider at least a 55% ARR, maybe even more aggressively 75% ARR, under the Trump administration? \u00ef\u00bf\u00bc<\/p>\n\n\n\n
If you\u00e2\u20ac\u2122re stuck in the traditional markets, just buy microstrategy, MSTR stock. \u00ef\u00bf\u00bc<\/p>\n\n\n\n
One interesting thing that I\u00e2\u20ac\u2122ve learned about bitcoin just things and life in general is that you only really really discover something or take full heart to it when you actually really have a need<\/em> for it.<\/p>\n\n\n\n For example, the story of Michael Saylor microstrategy and bitcoin; the only reason that Michael Saylor really took it was because he had a real need for it<\/strong>; 500 million in cash, in kind of stagnant company– he needed to add vitality back to life to his company and corporation.<\/p>\n\n\n\n Necessity is the true mother of all innovation.<\/p>\n<\/blockquote>\n\n\n\n Similarly speaking, myself, moving here to LA, staring at this ridiculous high cost of living, and trying to find innovative ways to approach money, productivity time etc. I found bitcoin as almost a salvation for me, Cindy, my aging mom, Seneca, and my future family!<\/p>\n\n\n\n So I think traditionally, most of us are stuck into the work cycle. It is a simple mathematical equation: a simple vector equation; \u00ef\u00bf\u00bcin goes your effort, time, and labor, the outcome and outflows are money and income.<\/p>\n\n\n\n So for most people, there is directly proportional effect:<\/p>\n\n\n\n You labor harder, more, and you yield more US dollars, and you work hard, put out new innovative product services etc., a lot of hard work and time, heavily market the thing, through genuine and effortful channels, and then wait diligently for somebody to purchase your products services workshops etc., hope they pay, and then when that dust settles within a month two or three, then you could withdraw that money from your PayPal or digital broker, and then deposited into your checking account, finally logging in and securing your \u00e2\u20ac\u0153gain\u00e2\u20ac\u009d.<\/p>\n<\/blockquote>\n\n\n\n But, everything digitally we think about real wealth, how is it built accumulated etc.? Almost the opposite effect; the real rich people never have to labor for anything<\/strong>. You could be like Warren Buffett, just reading the newspaper and sitting on your bottom, and then your money, capital and investments magically go up, almost defying the laws of gravity, time, and friction, heat and physics?\u00ef\u00bf\u00bc<\/p>\n\n\n\n So this is where things become funny: the notion of \u00e2\u20ac\u0153income\u00e2\u20ac\u009d.<\/p>\n\n\n\n Once again, I\u00e2\u20ac\u2122m still relatively new to all of this, in the sense that the average time labor, we have a hard time thinking like an investor. For example, to think that you just have $2 million in capital, you have some deep insight and intuition about something, \u00ef\u00bf\u00bcand then you invest that money into the thing, and then over the course of a few days weeks months, two months, three months, four months five months, a year, 4 to 5 years, the number magically goes up!<\/p>\n\n\n\n To me, this is still like wizardry, like pure magic!<\/p>\n\n\n\n And I still think this is where it is difficult to understand; to those who have access to capital, you essentially have an economic lever to lever up<\/strong>, and leverage that, which is just economic power and energy, to be even more more energy, more power.<\/p>\n\n\n\n This is why it is true that let us say your grandparents bought a house in Beverly Hills like 50 years ago or 100 years ago, and your parents got married in that backyard in Beverly Hills, and then you got married in the same backyard, that is real generational wealth, the generational lever<\/strong>. \u00ef\u00bf\u00bc<\/p>\n\n\n\n Just thinking consider let us say that I have 300 bitcoins, and then Seneca grows up and is like 36 years old, and he decides to have kids. Obviously when it is worth like $10 billion or something, \u00ef\u00bf\u00bc\u00ef\u00bf\u00bc and it just magically yields money, obviously he could continue to leverage that. And so can his kids kids kids. \u00ef\u00bf\u00bc<\/p>\n\n\n\n So we hear stories of Warren Buffett, living the same old house, driving the old same Honda Accord whatever, and then just spending all day reading the newspaper investing in the markets, and then becoming like the third world\u00e2\u20ac\u2122s richest man, all at the age of 80 or 90 years old, but you\u00e2\u20ac\u2122re old sick fat and tired, still eating McDonald\u00e2\u20ac\u2122s and drinking Coca-Colas.<\/p>\n\n\n\n Warren Buffett is not a good example. Even he was a skeptic and critic of bitcoin.<\/p>\n\n\n\n I think the hard thing is everyone uses Warren Buffet as an example, but for my general sense, given the fact that he has invested heavily into Coca-Cola, he is no better than people who invest in fill up Morris evil cigarette and now vaping corporation, to spin a certain profit.<\/p>\n\n\n\n The truth is everyone wants to be as rich as Warren Buffett but nobody actually wants to become<\/em> Warren Buffett. Do you know anybody in the given universe who wants to be that old fat sick and unshapely? \u00ef\u00bf\u00bc<\/p>\n\n\n\n Instead, I\u00e2\u20ac\u2122m much better idea is to be as jacked as King Leonidas, Gerald Butler in the movie 300, all while being a billionaire. My vision is essentially having the hard spartan body, naked and super fucking jacked, and also\u00e2\u20ac\u00a6 this is the critical one; insanely Spartan and frugal, surprising everyone that you drive a Toyota Prius, even though you could afford like 200 cyber trucks.<\/p>\n\n\n\n I think what I have discovered finally at the age of 36, is that with bitcoin, this changes everything. Why? Before bitcoin has finally hit mass adoption, and now that starting next year January 2025 will be a year one of bitcoin institutional adoption, \u00ef\u00bf\u00bcwhat that means is having a bitcoin is like having a cyber truck or Lamborghini on steroids, but on a digital wheel. \u00ef\u00bf\u00bc<\/p>\n\n\n\n Bitcoin is the ultimate economic wheel!\u00ef\u00bf\u00bc<\/p>\n<\/blockquote>\n\n\n\n This is my visual: I was at the park yesterday with Seneca, playing with him at night, just having the house key in my front pocket, no phone no nothing not even my camera, and we\u00e2\u20ac\u2122re just playing around in the tot lot, kicking around some bark, and I had the funny thoughts; would I trade a bitcoin for a Tesla? Maybe a cybertruck?<\/em><\/p>\n\n\n\n But actually the other day I jumped into a cybertruck and I was a little bit underwhelmed; the funny thing about the cybertruck is that it looks so flashy and awesome from the outside, but on the inside once you actually step into it, it is a bit underwhelming; it doesn\u00e2\u20ac\u2122t really feel that different from sitting inside a Honda Accord or a Toyota Camry.<\/p>\n\n\n\n Maybe it would be different if you were homeless and just owned a cybertruck and just slept in the trunk bed, but beyond this, I think cyber truck is one of those funny things that you could just admire it from the outside, without actually having to own it<\/strong>. \u00ef\u00bf\u00bcAnd if anything, the real thing to just wait for or save up for is the cybertaxi, which could just shuttle your kid to baseball practice, or take your wife directly to campus or work through the grueling 405 morning commute traffic.<\/p>\n\n\n\n Anyways, now, my calculus is simple; I think of everything in context to bitcoin.<\/p>\n\n\n\n For example, whenever I critically look and asses these things, I think to myself,<\/p>\n\n\n\n How many bitcoins could I buy with this thing? \u00ef\u00bf\u00bc\u00ef\u00bf\u00bc<\/p>\n<\/blockquote>\n\n\n\n For example I was just trolling around with the finance calculator for the Tesla website, and still the cheapest Tesla model 3, base edition, after taxes and even after the federal rebate, will still run you around $40-$45,000 out the door. And no this is the cheapest version! This is like half a bitcoin or a third of a bitcoin. I\u00e2\u20ac\u2122d rather take the bitcoin which is going to $13 million, rather than the Tesla car which is going to zero.<\/p>\n\n\n\n A new line of thinking I\u00e2\u20ac\u2122ve also been thinking about is this general idea of accretive vs dilutive<\/em>; \u00ef\u00bf\u00bcthat means, is this thing that I\u00e2\u20ac\u2122m interested in, will it increase value, a.k.a. go up in value, or go down in value?<\/p>\n\n\n\n Obviously bitcoin is gonna continue to increase in value because more people find it to be valuable.<\/p>\n\n\n\n Volatile doesn\u00e2\u20ac\u2122t mean risky.<\/p>\n<\/blockquote>\n\n\n\n So I think now that Trump is president, bitcoin at this point is in my mind, practically 100% cemented and certain to go up forever. However as I mentioned in my prior essay, the philosophy of volatility<\/em>, to reach higher highs you gotta reach lower lows?<\/p>\n\n\n\n So assuming that you just took snapshots every year, at random high points year over year, you will find that bitcoin is the insanely obvious choice. With enough hindsight, with enough 20-20 you can see and determine and ascertain that in fact, bitcoin is by far the winning bet, nearly a trillion-fold obvious decision!\u00ef\u00bf\u00bc It has insane volatility which means it goes up and down a lot, constantly, but the cool thing is that it will essentially go up forever!<\/p>\n\n\n\n And this is like volatility, it is like having a hypercharger or a supercharger in your engine; more power or more velocity, more extremes to reach higher performance<\/strong>.<\/p>\n\n\n\n For example if you think about the velocity of a roller coaster; what makes it fun is precisely the highs and lows. If you take one of those boring kid ones, which is pretty much steady, it is insanely boring. Why? The thrills of the roller coaster– once again we are the adrenaline junkies!<\/strong><\/p>\n\n\n\n\n
How and why bitcoin has changed my life<\/h2>\n\n\n\n
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Think digital<\/h2>\n\n\n\n
\u00e2\u20ac\u0153Income\u00e2\u20ac\u009d<\/h2>\n\n\n\n
Lever up<\/h2>\n\n\n\n
The Spartan investor<\/h2>\n\n\n\n
I am anti Warren Buffett \u00ef\u00bf\u00bc<\/h2>\n\n\n\n
Now is the time to start living!\u00ef\u00bf\u00bc<\/h2>\n\n\n\n
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1 Bitcoin for your 1 cybertruck? No thank you.<\/h2>\n\n\n\n
\n\n\n\nBitcoin is the new ground floor and peg.<\/h2>\n\n\n\n
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Accretive or dilutive? \u00ef\u00bf\u00bc\u00ef\u00bf\u00bc<\/h2>\n\n\n\n
\n\n\n\nWe got a Bitcoin president<\/h2>\n\n\n\n
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Practical strategies<\/h2>\n\n\n\n