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Gavin
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Great analysis. Govt spending reminds me of caloric intake in a way- Cutting out bad calories without replacing them with good ones causes a deficit and the body will shrink. Cutting wasteful M2 is good as long as it is backfilled with other liquidity, otherwise the market and tax receipts shrink.

You always regret losing something when you could have compromised and kept it

The beauty of bitcoin is the simplicity, the lack of counterparty risk and the fact that you can get 25% CAGR returns over any 4 yr period without having to use leverage

Finding out what the other side values most is key in a business negotiation. In CRE it’s usually price but sometimes taxes, sometimes closing timelines, etc are the drivers

If the 10 yr Treasury came down sub 4% commercial real estate values will start booming again

Bitcoins great gift to humanity is the years of labor that will be compressed as a result of people having better savings. Some will be able to stop working bad jobs years sooner. Freedom technology

Timeless quote : ā€œThere ain’t nothing to it but to do itā€ - Ronnie Coleman

Failing to prepare is preparing to fail

People don’t like to be sold, but they love to buy

Running NOSTR