What are we to make of BTC dominance rising during this portion of the cycle we normally attribute to the bull phase? Are we actually in a bull phase if shitcoins aren’t pumping? Can BTC dominance rise in a bull market?
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That’s fair. I need to review what occurred to GBTC and see if there are any meaningful parallels. My left-curve brain just hears “premium to NAV” and has flashbacks to 2021.
How does this compare/differ to the GBTC premium we saw last cycle? Obviously some differences between form and function but could an unwind behave similarly?
How do I post a long-form article that will appear in the Reads section?
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From last Sunday—successful proposal in the great state of Maine!
Winter is coming. The sun poked through the buildings for only four minutes during my coffee run this morning. Back in June, I had unobstructed sunshine for over twenty minutes. 
Hints of fall in the air this August morning. Midtown is bustling as always.
Replaced the Apple Watch with plastic straps with an analog Timex with leather straps.
Sun-maxxing to kick off this beautiful Saturday.
Sorry lol—was looking at two yogurt brands where one was milk from grass-fed cows and cultures and the other had a ton of additives. Of course, the latter was cheaper. The post was more of a reiteration to myself that real food will cost more.
Real food costs more for the simple fact that it is real.
What a day to be alive.
Read some of Matthew Lysiak’s Fiat Food, which is quickly becoming one of my favorite books—likely because of its money and food union.
The 21st century will be defined by men and women who decided to shake their ranchers hand after the pandemic.
Thanks for sticking around.