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My personal portfolio has returned YTD (as at 02-Jul-20) ~260% . With a relatively smooth return curve (106% into 23rd-March, and 132% post that )and without touching any stock that returned >5x since March low ($W, $OTSK, and many others i still cannot fully appreciate) I ask myself how much…

Why bitcoin might not work as a store of value and/or hedge for current financial system.

Being uncorrelated asset and store of value cannot be separated from 1) liquidity 2) valuation benchmark

Bitcoin, no matter how has it been changing its own narrative, is by all means supposed to be…


building a naive intelligence

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