Search found 465 matches

by bitcoininthevp
Thu Dec 02, 2021 8:37 am
Forum: Variable Portfolio Discussion
Topic: What Crypto Exchange Do Are You Using?
Replies: 5
Views: 1380

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.
by bitcoininthevp
Thu Dec 02, 2021 8:28 am
Forum: Variable Portfolio Discussion
Topic: PP vs Yield Farming Stablecoin Cryptos?
Replies: 11
Views: 2616

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...
by bitcoininthevp
Tue Nov 30, 2021 2:05 pm
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

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"...
by bitcoininthevp
Tue Nov 30, 2021 9:30 am
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

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...
by bitcoininthevp
Fri Nov 26, 2021 12:59 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Fri Nov 26, 2021 12:33 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

Re: BTC in the PP

vincent_c wrote: Fri Nov 26, 2021 12:31 pm I think it could be as easily as saying that all approved BTC transactions have to be paired with a CBDC or through a CBDC so then it effectively removes some of those features of BTC that are problematic while keeping its monetary policy.
I dont really understand what this means.
by bitcoininthevp
Fri Nov 26, 2021 12:20 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Fri Nov 26, 2021 11:40 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Fri Nov 26, 2021 11:37 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Fri Nov 26, 2021 11:29 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Thu Nov 25, 2021 7:31 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Wed Nov 24, 2021 2:47 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Fri Nov 19, 2021 8:47 am
Forum: Gold
Topic: Did Bitcoin Kill Gold’s Monetary Utility?
Replies: 86
Views: 22748

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...
by bitcoininthevp
Wed Nov 17, 2021 9:53 am
Forum: Variable Portfolio Discussion
Topic: What is Your Crypto Portfolio
Replies: 14
Views: 4658

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...
by bitcoininthevp
Tue Nov 16, 2021 3:04 pm
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

Re: A worthwhile read for all PP'ers

dualstow wrote: Tue Nov 16, 2021 12:46 pm Could be. You know way more about it than I do. I’m very interested in watching how it plays out.
Im just some cartoon-ish neon orange letter B on the internet, something to keep in mind.
by bitcoininthevp
Tue Nov 16, 2021 3:02 pm
Forum: Variable Portfolio Discussion
Topic: What is Your Crypto Portfolio
Replies: 14
Views: 4658

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=WKAmLFK83oY&ab_channel=TheInvestor%27sPodc...
by bitcoininthevp
Tue Nov 16, 2021 11:33 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

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...
by bitcoininthevp
Tue Nov 16, 2021 11:29 am
Forum: Variable Portfolio Discussion
Topic: What is Your Crypto Portfolio
Replies: 14
Views: 4658

Re: What is Your Crypto Portfolio

dualstow wrote: Mon Nov 08, 2021 3:47 pm Wow! That’s alotta coins.
Those are stocks, except GBTC.
by bitcoininthevp
Tue Nov 16, 2021 11:27 am
Forum: Other Discussions
Topic: Satoshi Nakamoto Could Be Unmasked (wsj)
Replies: 4
Views: 1182

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-addresse...
by bitcoininthevp
Tue Nov 16, 2021 11:25 am
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

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" Jac...
by bitcoininthevp
Tue Nov 16, 2021 11:22 am
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

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...
by bitcoininthevp
Tue Nov 16, 2021 11:20 am
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 88
Views: 31986

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, ...
by bitcoininthevp
Tue Nov 16, 2021 11:14 am
Forum: Gold
Topic: Did Bitcoin Kill Gold’s Monetary Utility?
Replies: 86
Views: 22748

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. ...
by bitcoininthevp
Mon Nov 01, 2021 1:51 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121662

Re: BTC in the PP

The problem with the concept is that the PP is not designed around wildly speculative assets, but that's what BTC is for now. The PP assets are designed to be volatile because we are choosing the asset that gives you the best capital efficiency for the type of risk exposure. Each PP asset carries a...
by bitcoininthevp
Sun Oct 31, 2021 8:14 am
Forum: Gold
Topic: Gold outflows, bitcoin inflows
Replies: 68
Views: 22793

Re: Gold outflows, bitcoin inflows

This is one of the coolest aspects of Bitcoin IMHO and it is called the difficulty adjustment. If more people are trying to mine bitcoin, the algorithm makes it harder, which helps keep Bitcoin's emission of new coins on schedule. So if a ton of new miners join to mine, algorithm makes mining "...