As someone who has been making investment decisions with my own capital for 15 years

Bitcoin forces you to ask a really hard question:

“What do I now do with my time?”

For years I’ve thought about investments, run analysis, made a decision, made gains, made losses, in multiple asset classes, always looking for an advantage

But now, how do you beat Bitcoin the hurdle rate?

Serious question

And seriously hard to answer

Yes, the Gold bugs will point at recent ROI differentials

Yes, the VC funds will claim they can beat Bitcoin

Yes, the Bitcoin treasury cos will hype up their potential

But on a long enough time horizon, it remains VERY hard to beat the risk-reward of Bitcoin, when all considered

The adoption, the s-curve, the counter-party, the inflation, the debt, the financial exclusion, the open-source, the real world energy consumption

Saving and investing are not the same thing

Sound money for the digital age is here

So do you use those skills you’ve attained to actively hunt for investments?

It’s what you do

It’s what you’ve always done

But what if “Bitcoin solves the wealth problem”?

What if inter-generational wealth doesn’t need a company, a house, or a government bond, but self-custodied Bitcoin?

What if you’ve made a re-allocation which is slowly but surely doing exactly what you expected it to?

Yes, “but who will build the roads?” shout the Bitcoin treasury cos, this is the “we haven’t learnt how to refine oil yet” moment

Maybe

But maybe you don’t have to participate in the infrastructure plays

You own a portion of the network

All value accrues equally

I’ll figure it out

But no doubt, the role of an “investor” is shifting fast, obsolete in a sense

Schumpeters creative destruction in action

🙏🏻