I don’t cater to anyone.

In early 2022 for example I was publicly talking with Saylor for his bitcoin for corporations event, and said that while I am bullish long term, that some of the cyclical aspects like falling PMIs made it quite uncertain in the intermediate term.

Bitcoin is up over 6x since I recommended it, but it has been a volatile path. In 2021 in my model portfolios, I trimmed MSTR and GBTC positions as they spiked euphorically, and then added more back as they fell in 2022.

The people who actually pay for my research are the ones that want honest analysis. Not the handful of loud people on Twitter.