Longnose

100% i believe ETH (or other L1 Crypto) has a place in the future. But I wont trust it as a currency or security. It not decentralized and the big boys don't have me in mind. But it I do believe future businesses will build foundational infrastructure on blockchain/crypto tech that will give them an significant cost and speed advantage. This will likely be a slow evolution. but I expect it will happen.

+1 for me. Held it. programmed on it. Made my own tokens. Made my own NFTs. All as an educational exercise. The end of the education left me saying this is really cool. I believe there is a reasonable chance companies leverage the tech in the future to find unique cost reducing and security increasing interactions. But with ETH i wont hold it as something I am hoping will go up. I still have money in the ecosystem but i just consider it locked tuition money. I continue to add to BTC.

I believe there is a place for it. I dont consider it a currency. Its not decentralized. I hold a very small amount. I believe it will continue to be the forefront of smart contracts and other Web3/blockchain innovation. (first mover advantage and most developers creating things for it) IMO BTC will outperform ETH. BTC is the only one that I will hold long term and continue to accumulate.

25ish minute mark

I do a similar thing with looking at 13F's. I have a list of people I look through their 13F's and say who go their bet wrong or more ideally they were just early and so on the delay i can follow it and the thesis works out for me because they were early and i got a better price. For IPO's every now and then ill use this site. https://stockanalysis.com/ipos/2024/ Then ill just filter to whats down and start throwing them in TIKR for financials and thumbing through them for ideas. I dont do this a lot but I have done it before. RBLX was one that a while after the IPO'd it crashed and I bought and made a nice little swing trade on. I still have a tracker position (super small) but haven't bought back in. They are about back to their IPO levels.

IMO anyone who believes they have privacy anywhere on the internet is very naive.

I have 3 and are expecting twins in July. While I would say I get utterly exhausted and there are times where I want to sell them. They are the best. The greatest investment you can make, is investing your time and attention into your children. No amount of money will make up for time and attention given to your kids. They wont remember much from the early years beyond how much are you there or not there and what is the feeling in your home. Its a shitshow figuratively and literally. But I wouldn't trade it for any amount of money.

Also, his continued bet was that the world wont let the global economy fail. So the big guy will keep screwing the little guy harder and harder, expanding the wealth gap between the haves and the have nots and rates will continue to move towards 0 or lower over the long haul. Even though no one wants to believe it.

Do you have a price target on them. They've been nothing but down for quite a while. But beer isnt going away. What caused todays swing do you know?

I just read the trading game by gary stevenson. He made his money for his career trading currencies. The bet that he kept making after the GFC was that countries cant raise rates and that rates must remain low or the global economy will collapse. So any time a country would raise rates he would take the opposite side saying that the rates will have to come down because the global economy cant sustain it. Its been about a year since ive done any hard listening or reading in the BTC space but a lot of the bitcoin podcasts I used to listen to used to talk about this that the global economy cant sustain raised rates. So for many the BTC bet is that our current money system (global reserve currency and all other centralized currencies) is broken.

Amazing! These are my kind of adventures. I want to do the kungsleden trail in sweden. How many miles/km did you go on this NZ trek?

I have a personal bet with a good friend of mine. He says BTC 1M per coin by 2030. I say BTC 1M per coin by 2040. Regardless of when, I do think it will reach 1M per coin in the future.

BABA