Follow your fears?
46% ARR 2024
Digital energy –> big idea
150% Bitcoin?
So I have a pretty interesting hedge; about 90% of my money and just real bitcoin, the ultimate risk free bet.
Then, 10% of my money in micro strategies stock, MSTR, which is in theory more risky, a little bit more leverage, but you are 150% bitcoin.
What is better than bitcoin? More bitcoin! - Michael Saylor
Real World Exposure
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18T in art
Think lifetime, lifetime in an asset;
Value / Maintenance cost
You have two options; either increase the value of it, or reduce the maintenance cost
14 year USD
25 year stocks
Car 5 year
17 year for home
Think physical risk
I suppose one of the very moral imperative of bitcoin is it encourages saving! Because the more money you put into it, the more your money grows. Pretty quickly.
Let us consider that already within about five years, I think we’ve seen a real inflation rate at around 40%. For example a $600 Rico GR camera is now about 1000 bucks. And we see this with minimum wage, from fast food going from $16 an hour to $20 an hour.
Which means, you’re $20 is not worth $20 anymore, it’s more worth like $15.
So if your money is quickly diluting and inflating at such a quick rate, what average person is motivated or incentivize to do is to just quickly spend it, before their money keeps going down. Take a lot need to quickly buy the new iPhone Pro or whatever.
Even with the iPad Pro, now it is starting at 999, whereas it used to be 799. Already a $200 increase there!
My personal thought is as time goes on, and as inflation keeps going up, maybe Apple will price the normal iPhone at 899 or 999, and make the pro like 1099, or 1299

49% ARR last 4 year
27% magnificent seven
14 SP
10% real estate
50%->58%
Bitcoin is the virtuous virus
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You only have 10 years left to take your claim, 10 more years to acquire as many bitcoins as possible?
Absolute scarcity point
10.2 years
Jan 2, 2035
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2045
$280T industry
Bitcoin is the art of money
Monetary Art
Keep growing your reserves !
Superior yield
,
Undisturbed 
