Watching Bitcoin Treasury companies making bond and stock arbitrage pairs. The sale-line is that it provides more upside with less risk. More stable returns. All I see is people rebuilding Long Term Capital Management. History may not repeat itself, but it sure seems to rhyme. Stay humble. Stack sats.

Great conversation with Tom Luongo. We went a little longer than usual, and covered topics from how the US is breaking away from European banking control, to COVID as a reprisal, a stolen election, and the future financial rails. Check it out: https://www.youtube.com/live/RxWbQnIeqJ0?si=7AndinUGbLJXVKg_

How it feels to try to hodl your stack with inflation roaring and the economy sputtering:

When you ask where the yield comes from on Bitcoin Treasury stocks:

Had a super interesting chat with EM Burlingame on the origins of The Spider's Web, and English culture: https://www.youtube.com/live/W17rTB452vI?si=zA0asxVV4lc6BddU