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Replying to Avatar Lyn Alden

I like to stack bitcoin, and to a lesser extent stack stocks and gold and real estate.

However, I am careful about dollars due to their centralization and tendency to lose value. The tokenomics for dollars just aren’t attractive. To the extent that I am long dollars for various liquidity needs, I am also short dollars to a similar amount through mortgages and so forth, so that I have zero net exposure to such a risky asset.

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frphank 1y ago

How's real estate going.

https://www.bloomberg.com/news/features/2024-02-14/real-estate-lenders-confront-falling-us-commercial-property-prices

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