Search found 173 matches

by bitcoininthevp
Fri Aug 30, 2019 10:51 am
Forum: Variable Portfolio Discussion
Topic: Trading Bitcoin Options
Replies: 15
Views: 16675

Re: Trading Bitcoin Options

GBTC has had large premiums against "physical" BTC. See here: https://bitcoinist.com/gbtc-premium-rises-47-above-bitcoin-price-signalling-institutional-demand/ That said, it seems to basically track the BTC price. It might be an easy way of getting exposure for some people? Ive never done it so I ca...
by bitcoininthevp
Fri Aug 30, 2019 5:54 am
Forum: Variable Portfolio Discussion
Topic: Trading Bitcoin Options
Replies: 15
Views: 16675

Re: Trading Bitcoin Options

Stick to the PP. Well this is the Variable Portfolio board :) I used to sell naked OTM puts Im holding BTC already so it would be a covered call I would be selling. Selling covered calls is less risky as its really just capped upside. There is still opportunity for "loss" in that I would miss out o...
by bitcoininthevp
Thu Aug 29, 2019 7:38 pm
Forum: Gold
Topic: Acquiring gold as privately as possible
Replies: 7
Views: 9025

Acquiring gold as privately as possible

What is your experience in getting physical gold "anonymously"? Or as privately as possible. I know I can order online, but they have my address at the very least. Never done in person, but there is a loss of privacy there unless Im wearing a ski mask. Thoughts?
by bitcoininthevp
Thu Aug 29, 2019 7:32 pm
Forum: Variable Portfolio Discussion
Topic: Trading Bitcoin Options
Replies: 15
Views: 16675

Trading Bitcoin Options

Due to bitcoin's volatility, there is a lot of premium in selling bitcoin put and call options. For example, BTC is about $9400 right now on exchanges. Selling a call option for 4 weeks from today at $12,000 is about $200. About 2% return. For less than a month. That would mean BTC would have to ral...
by bitcoininthevp
Thu Jul 18, 2019 10:41 am
Forum: Other Discussions
Topic: Trump: I’m ‘not a fan’ of cryptocurrencies, and Facebook may need a banking charter for Libra
Replies: 12
Views: 2331

Re: Trump: I’m ‘not a fan’ of cryptocurrencies, and Facebook may need a banking charter for Libra

I wonder what Harry Browne would have thought about Libra. Not just from an investment perspective, but from his libertarian perspective. Harry thought the PP should be location/regional focused. As Libra is a bundle of international currencies, it would be bad for the PP/investment in that regard....
by bitcoininthevp
Thu Jul 18, 2019 10:25 am
Forum: Gold
Topic: Ray Dalio - Paradigm Shifts article recommending gold
Replies: 15
Views: 5507

Ray Dalio - Paradigm Shifts article recommending gold

https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/ Lots of good information and background. With a concluding paragraph recommending gold: "I think these are unlikely to be good real returning investments and that those that will most likely do best will be those that do well when the value o...
by bitcoininthevp
Wed Jul 03, 2019 2:00 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

bitcoininthevp, would you be willing to write up a short post (sticky?) as a guide on how best the rest of us can test the waters in integrating bitcoin/cyrptocurrencies into our portfolios? I mean, guides like that exist, but I mean your ideas within the context of the pp/vp. What to avoid, how be...
by bitcoininthevp
Wed Jul 03, 2019 1:48 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

Ad Orientem wrote:
Sat Jun 29, 2019 12:02 pm
What am I getting here that is real or tangible?
When you "own" 1BTC (Bitcoin), there is an entry on a ledger shared by thousands of computers which enables you and you alone (via cryptography) to direct where it goes next.
by bitcoininthevp
Wed Jul 03, 2019 1:44 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

dualstow wrote:
Sat Jun 29, 2019 7:41 am
Blockchain is fascinating,...
Why is blockchain fascinating? What use case does the blockchain enable beyond money?

Blockchains are for resisting censorship. What services or industries need to resist censorship? And what do they need that cannot be achieved by some database and an API?
by bitcoininthevp
Wed Jul 03, 2019 1:41 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

What's funny about Bitcoin is that as an asset its economic substance is becoming more and more like gold. Even more so than the community even suspected I think. We PPers think of gold as an alt cash. However, it's really a reserve asset, in that we don't use gold to buy a cup of coffee. It's just...
by bitcoininthevp
Wed Jul 03, 2019 1:32 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

When any crypto begins to wrack up serious transaction value, governments will be involved. Anyone who does not believe this I think is delusional. Absolutely governments will get involved. The question is, which? And in what ways. There is a lot of incentive to see the US dollar dethroned. Perhaps...
by bitcoininthevp
Wed Jul 03, 2019 1:26 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 12300

Re: Rethinking the Permanent Portfolio

gold is harder to manipulate than the cryptocurrency market The ease in which crypto is "manipulated" is due to its current small size. Harry notes that such "manipulation" is really just market participants acting and I tent to agree with his approach. Sure there are some crypto exchanges that com...