Search found 465 matches
- Tue Dec 07, 2021 1:26 pm
- Forum: Variable Portfolio Discussion
- Topic: PP vs Yield Farming Stablecoin Cryptos?
- Replies: 11
- Views: 2524
Re: PP vs Yield Farming Stablecoin Cryptos?
1. Buy BTC, collar it. Which options exchange are you looking at for such a good deal? Deribit has the most volume and was probably what I was looking at. Delta Exchange can have cheaper BTC options if you are on the buy side. 2. BTC Cash and carry. If you take into account of the spread, then I ju...
- Thu Dec 02, 2021 8:39 am
- Forum: Variable Portfolio Discussion
- Topic: Anyone investing in farmland?
- Replies: 6
- Views: 2394
Re: Anyone investing in farmland?
Do a short course at a technical/Ag college so you know the basics before you purchase. You will learn soil types, best position / orientation etc Are there online courses that you would recommend? I assume much of land selection is regional so would you recommend in person class in the area that y...
- Thu Dec 02, 2021 8:37 am
- Forum: Variable Portfolio Discussion
- Topic: What Crypto Exchange Do Are You Using?
- Replies: 5
- Views: 1346
Re: What Crypto Exchange Do Are You Using?
Whats wrong with Coinbase other than your employer blocks it? Just buy BTCs at your house, etc.
- Thu Dec 02, 2021 8:28 am
- Forum: Variable Portfolio Discussion
- Topic: PP vs Yield Farming Stablecoin Cryptos?
- Replies: 11
- Views: 2524
Re: PP vs Yield Farming Stablecoin Cryptos?
Check out these ideas. It is a similar concept but much lower risk (returns are also less in some cases) as you dont have the risk of brand new protocols blowing up (which routinely happen), and counterparty risk is much better as well and can be limited to the CME. 1. Buy BTC, collar it. Buy spot B...
- Tue Nov 30, 2021 2:05 pm
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
Re: A worthwhile read for all PP'ers
I said "CBDC and regulations" together on purpose. It's less a matter of technical implementation and more about the broad adoption of a system that provides utility. All of the things you mentioned are technical positives in theory, but that people will still "keep BTCs around" when the dominant m...
- Tue Nov 30, 2021 9:30 am
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
Re: A worthwhile read for all PP'ers
By 2015 big companies were willing to accept Bitcoin, yet technical decisions prolonged its adoption and allowed countries/governments to play catch up in their own initiatives with CBDCs and regulations. Im not sure how CBDCs compete for market share. See: ... I believe that most countries, includ...
- Fri Nov 26, 2021 12:59 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
I dont really understand what this means. As in peer to peer BTC transactions could be outlawed. All CEX pairings to be made with a CBDC, all legal DEX's will have to route their trades through a CBDC with CBDCs being the most liquid pairings for liquidity pools. All compliant wallets would route t...
- Fri Nov 26, 2021 12:33 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
I dont really understand what this means.
- Fri Nov 26, 2021 12:20 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
A official, regulated, audited state approved/sourced alternative will sooner or later be provided and regulations applied to prohibit the use of unregulated, unaudited alternatives on the basis of being used for illicit activities. Whilst Btc may not totally vanish without broader trust/acceptance...
- Fri Nov 26, 2021 11:40 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
it could be that bitcoin and CBDCs cannot co-exist and that it is inevitable for bitcoin to cross the thresholds where it will be shut down. It would be interesting to explore what you think about this. I think the US government can do things that slow Bitcoin adoption or affect the price. But I do...
- Fri Nov 26, 2021 11:37 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
> Wouldn't BTC, as an anti version of ALL of that above be a clear afront/enemy/problem/way-to-circumvent/etc to CBDCs? Ja, which is why companies, now dependent on gov to carry them through lockdowns, won't be allowed to accept BTC. Forget accepting it, US corps probably wont even be legally allow...
- Fri Nov 26, 2021 11:29 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
Bitcoin will crash and burn. It's just a matter of when. It's nothing like gold. Gold/Bitcoin have some differences and similarities: Durability : bitcoin and gold both strong here. Portability : bitcoin is digital thus much more portable than gold. Divisibility : A single bitcoin can be subdivided...
- Thu Nov 25, 2021 7:31 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
I think that is already a certainty, but I don’t see it as a response or acknowledgement of btc as a dollar threat if that’s where you were going. Ok so if CBDCs are coming and CBDCs are for: Monetary supply manipulation, complete surveillance, complete censorship, Government controlling your tax r...
- Wed Nov 24, 2021 2:47 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
I think the US government recognizes the benefits of embracing bitcoin outweigh the risks (if any) to them. The bitcoin network is only resistant to attacks from non-economic actors and so the only entity in the world that it isn't resistant to is the US federal reserve because they control money t...
- Fri Nov 19, 2021 8:47 am
- Forum: Gold
- Topic: Did Bitcoin Kill Gold’s Monetary Utility?
- Replies: 86
- Views: 21367
Re: Did Bitcoin Kill Gold’s Monetary Utility?
A good testing ground however for pre CBDC, let others take the risk of ironing out security flaws before adoption/rollout of their own version. What do you see in common regarding the code/tech/features/incentives/game theory/goals between BTC and some USD-CBDC? AKA: what is there that could be re...
- Wed Nov 17, 2021 9:53 am
- Forum: Variable Portfolio Discussion
- Topic: What is Your Crypto Portfolio
- Replies: 14
- Views: 4486
Re: What is Your Crypto Portfolio
Okay can we get back to personal crypto portfolios? I like Bitcoins in my portfolio. Ill throw a couple alternate ideas out as well. 1. Buy BTC, collar it. Buy spot BTC and then sell a call against it and take the $ from that sold call and buy either a put spread or puts. Example for September 2022...
- Tue Nov 16, 2021 3:04 pm
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
- Tue Nov 16, 2021 3:02 pm
- Forum: Variable Portfolio Discussion
- Topic: What is Your Crypto Portfolio
- Replies: 14
- Views: 4486
Re: What is Your Crypto Portfolio
Could be informative:
Valuation of Bitcoin Mining w/ Mike Alfred (BTC043)
"Preston Pysh talks with entrepreneur and Bitcoin expert, Mike Alfred, about the valuation process for publicly traded mining companies."
https://www.youtube.com/watch?v=WKAmLFK ... astNetwork
Valuation of Bitcoin Mining w/ Mike Alfred (BTC043)
"Preston Pysh talks with entrepreneur and Bitcoin expert, Mike Alfred, about the valuation process for publicly traded mining companies."
https://www.youtube.com/watch?v=WKAmLFK ... astNetwork
- Tue Nov 16, 2021 11:33 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 230
- Views: 111466
Re: BTC in the PP
LTTs and Gold seem wildly speculative to some folks. But they have track records. I largely agree with this, ofc. But keep in mind their track records could actually prove to be very dangerous. If long bonds begin to correlate with stocks (which I believe is happening more and more), and gold stops...
- Tue Nov 16, 2021 11:29 am
- Forum: Variable Portfolio Discussion
- Topic: What is Your Crypto Portfolio
- Replies: 14
- Views: 4486
- Tue Nov 16, 2021 11:27 am
- Forum: Other Discussions
- Topic: Satoshi Nakamoto Could Be Unmasked (wsj)
- Replies: 4
- Views: 1137
Re: Satoshi Nakamoto Could Be Unmasked (wsj)
Craig Wright Called 'Fraud' in Message Signed With Bitcoin Addresses He Claims to Own Bitcoin keys from coins Wright claims to own were used to sign a message calling him a "fraud." https://www.coindesk.com/policy/2020/05/25/craig-wright-called-fraud-in-message-signed-with-bitcoin-addresses-he-claim...
- Tue Nov 16, 2021 11:25 am
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
Re: A worthwhile read for all PP'ers
Bitcoin will go down in history as the biggest Ponzi Mania of all time IMO. The only thing that I worry about with regard to my HBPP is that these central planning mindf*cksters will disallow my ability to maintain a PP going forward. This is what keeps me awake at night. These "Woke" Jacobins won'...
- Tue Nov 16, 2021 11:22 am
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
Re: A worthwhile read for all PP'ers
I do not believe that any crypto-currency will replace gold as a store of value. I say that because I believe that most countries, including the US, will digitize their currencies and effectively negate the need for Bitcoin, et al. .. It would be neat if the digital dollar and digital renminbi caus...
- Tue Nov 16, 2021 11:20 am
- Forum: Permanent Portfolio Discussion
- Topic: A worthwhile read for all PP'ers
- Replies: 88
- Views: 30886
Re: A worthwhile read for all PP'ers
... I believe that most countries, including the US, will digitize their currencies and effectively negate the need for Bitcoin, et al. Hi, EdwardjK. Are you saying that Bitcoin and the USD have similar features? One is scarce/finite, censorship resistant, seizure resistant, some privacy features, ...
- Tue Nov 16, 2021 11:14 am
- Forum: Gold
- Topic: Did Bitcoin Kill Gold’s Monetary Utility?
- Replies: 86
- Views: 21367
Re: Did Bitcoin Kill Gold’s Monetary Utility?
Will be interesting to see the consequences of if Btc is permitted to grow enough to stabalize and undermine the financial system. Where money is pulled from commercial banks causing a runaway bank-run. I very much suspect however that major central banks will prevent things from getting that far. ...