Damus
Lyn Alden profile picture
Lyn Alden
@LynAlden
I like to stack bitcoin, and to a lesser extent stack stocks and gold and real estate.

However, I am careful about dollars due to their centralization and tendency to lose value. The tokenomics for dollars just aren’t attractive. To the extent that I am long dollars for various liquidity needs, I am also short dollars to a similar amount through mortgages and so forth, so that I have zero net exposure to such a risky asset.
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deleted account · 132w
How's real estate going. https://www.bloomberg.com/news/features/2024-02-14/real-estate-lenders-confront-falling-us-commercial-property-prices
MCBitcoin · 132w
This is the way, need to hedge out that debasement risk.
Toby McMann · 132w
Maybe I am not understanding, but if you have $100k set aside for consumption over the next year (ie, liquidity needs), are you saying it is prudent to take out a $100k mortgage to hedge against monetary inflation? Current mortgage rates are 6-7%. 6 month CDs (ie, where you might park your savings)...