Damus

Recent Notes

bram profile picture
LIVE: BFM227 w/ veteran investment manager Jeroen Blokland⚡️

“The only way to win is owning assets governments cannot print and debase.”

We discuss:
🔸The welfare state spending trap
🔸Central bank independence myths
🔸60/40 = dead
🔸75% of finance = refinancing?
🔸Escaping financial repression with Bitcoin

https://youtu.be/b5VXJdUbkic
bram profile picture
LIVE: BFM226 w/ @nprofile1q... ⚡️

”Bitcoin is a scientific accounting system of the physical world"

Topics:
🔸Why fiat money breaks physics
🔸How energy and finance finally connect
🔸Hash power as a bridge
🔸Pricing energy in sats, explained
🔸Bitcoin mining as cost reduction tool

https://youtu.be/PBLA-lOaF7o
bram profile picture
I really admire how Bitcoin haters never let evidence interfere with their opinions.
bram profile picture
BFM225 w/ Mauricio Di Bartelomeo is live!⚡️

"Bitcoin as pristine collateral will change finance forever.”

We discuss:
🔸Why Bitcoin is pristine collateral
🔸24/7 liquidity vs TradFi
🔸Real estate as utility, not investment
🔸Uniform global underwriting
🔸Banks' struggle with Bitcoin

https://youtu.be/0XC7asZFK8I
bram profile picture
Bitcoin is so unique.

It is such a major paradigm shift.

Everyone (in tradfi) acts like everyone understands it.

But the truth is that very few do.

This is a long long battle.

Until it is not.

But for now? Super early.