walking through some very interesting math today.
are markets political utility now? is that why they have diverged from bitcoin? could be a huge tell.
slow and steady wins the race. going live now ...
You had the question about being a Bitcoin maxi but still owning an equity.
Bitcoin doesn't mean we don't own other assets, including equities. It means we are more selective about what we buy.
The majority of equities are trash and don't even keep up with the growth of inflation.
To part with Bitcoin to own a company means we need to know that business is likely to grow faster than inflation + new Bitcoin demand.
A great way to know a business does that is that it is profitable and using those profits to stack more Bitcoin. It benefits from profits and the natural properties of Bitcoin.
Bitcoin doesn't mean we don't own other assets, including equities. It means we are more selective about what we buy.
The majority of equities are trash and don't even keep up with the growth of inflation.
To part with Bitcoin to own a company means we need to know that business is likely to grow faster than inflation + new Bitcoin demand.
A great way to know a business does that is that it is profitable and using those profits to stack more Bitcoin. It benefits from profits and the natural properties of Bitcoin.
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