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Tony Carrera profile picture
Tony Carrera
@tonycarrera

I sell lights @ apogeehouse.com, an architectural lighting, fans, & controls distributor. Fan of financial markets, tech & BBQ. Always learning.

Using nostr to share what I have learned.

Nothing I say is financial or medical advice. Assume everything I say is wrong. Do your own research.

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Relays (10)
  • wss://relay.current.fyi – read & write
  • wss://purplepag.es – read & write
  • wss://nos.lol – read & write
  • wss://relay.damus.io – read & write
  • wss://auth.nostr1.com – read & write
  • wss://nostr.land – read & write
  • wss://nostr.wine – read & write
  • wss://relay.snort.social – read & write
  • wss://eden.nostr.land – read & write
  • wss://relay.8333.space – read & write

Recent Notes

PABLOF7z · 26w
It is 😅😅
VarMur · 27w
I agree with your top four, the clearest pure play picks at the moment, and the diminishing allocation sizes. Different jurisdictions as well. Strategy and Saylor are in a league of their own. The pr...
Tony Carrera profile picture
Honestly, I’ve lost faith in management of most of these. They are either inexperienced, in it for the opportunity (not really BTC focused or maxi), or both.

It won’t end well, think they will slip up and lose keys, negotiate a terrible deal, get in trouble and start cooking the books, etc.

Even Saylor is doing this in real-time and adjusting.

Best thing is be mostly in BTC. These just add some entertainment and leverage. Few BTCTCs will outperform BTC long-term, assuming management can execute. The others likely to be acquired maybe by MSTR or Metaplanet.
1
VarMur · 27w
Cheers 🍻 to that. #Bitcoin held in self custody is the undisputed GOAT, and has properties that aren’t even tangentially approached by all of the etf’s or BTCTC’s, and never will.
VarMur · 27w
I lean towards lump sum, but ultimately am fine as long as the BTCTC has regular and aggressive buys, and they’re not exposed to fiat in significant quantities or durations. If bitcoin truly does ar...
Tony Carrera profile picture
Tell me about it haha!

I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term it’s fine.

If you want additional exposure you could add Metaplanet, after that it’s difficult. Smarter Web and Capital B could be a smaller third position.

TwentyOne I think will compete because of @jack mallers. Hard to know where to put them now though.

Other than these really hard to know. Management and experience is key with these.

The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets.

Did I miss one? I’m losing track.
1
VarMur · 27w
I agree with your top four, the clearest pure play picks at the moment, and the diminishing allocation sizes. Different jurisdictions as well. Strategy and Saylor are in a league of their own. The prefs are, if demand for them is sufficient, a way for Strategy to safely increase their leverage rati...
Tony Carrera profile picture
Any Bitcoiners out there need lighting or lighting advice/consultation?

Would be great to meet other Bitcoin folks and help them with their residential or commercial lighting!

A/V integration, fixture specification, lighting layouts, quotations/bids, etc.

#plebchain #BitcoinJobs
1❤️3
Tony Carrera · 33w
#asknostr