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Portfolio manager (EM debt, rates, FX). De- vs centralisation is the left/right of our age. Bitcoin, markets, life, family etc. Writing into the void

I used to run a 100k+ account on Twitter/X in a niche that I’ve since grown disinterested in. Grew it from scratch, organically. Given the way privacy/surveillance is going in the real world (chat control etc), I’ve decided to go all in on Nostr.

Building a personal profile on Nostr is one of the best long-term investments you can make, imo.

Sits at the intersection of building a portable reputation in the attention economy - positioning yourself for future opportunities - while doing so on a censorship-resistant platform that’s still small today but likely to grow rapidly once the EU and others eventually inevitably clamp down on X.

This place will rise and come to dominate social media, the way Bitcoin did in the monetary realm.

Stylised, but let’s say:

In 2013 30m people knew about bitcoin and out of that 500k owned it. By 2018 it was maybe 1bn aware vs 25m owners. By 2025 it was practically the whole world of 8bn aware and maybe 200m owners (including coinbase etc).

So you’ve gone from 29.5m to 975m to 7.8bn people underexposed that are either still Bitcoin curious and awaiting their chance, or incentivised to hate it and hope it fails.

The amount of FUD and cheering for bear markets you are going to see has risen exponentially. If you own BTC you will in the next decade likely get extremely rich against an ever louder backdrop of people shouting what a failure it is.

It’s only beyond that horizon that worldwide acceptance lies. Imo

Main global themes:

Rise of AI

Indebtedness

Currency debasement

Surveillance, confiscation

Instability

So you invest in:

Tech

Defence

Bitcoin

Short DM govt bonds and FX

It’s not rocket science