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MacroStrategy, The Trump Effect and Emerging Alts

It’s been a historic month, seeing a new president of the United States, a new all-time-high for bitcoin, renewed passion by those that have

November 26, 2024
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Data Points “North” & Presidential Requests

In my last blog I did a light political touch and, with elections upon us, we’ll have a new president soon. I was at a

October 31, 2024
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Macro, Micro & Messages to D.C.

Well September certainly was a breath of fresh air in the world of the blockchain and crypto markets. After a very doldrum-y Q2 and

September 30, 2024
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Supercycle Me and Volatility Views

No one ever said the crypto markets were boring and whooooa….. has this year lived up to expectations. So far in 2024, we have

August 8, 2024
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Surprise SEC Support & Dems Do Digital

In many ways May, was a pretty boring month if one just looked at the markets. The Bitcoin Halving event was, not surprisingly, kind

June 20, 2024
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The Age of Autonomy’s Arrival

Two steps forward, one step back. It’s a common adage and, in the case of our current bull run, it’s expected. And that’s OK.

May 15, 2024
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A Bull with a Bicycle

Baseball fans likely remember the story of a young Babe Ruth in 1932, pointing deep into center field only to subsequently hit a home

March 21, 2024
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Global Participation > Price Action

It was the moment the entire cryptoverse had been waiting for, bringing completion to a decade of patient (and not so patient) application, appeal,

January 31, 2024
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ETF off the Shelf; Wealth Preservation and Wealth Creation – a Twofer!

It’s that time of year again. Holiday stories and legends abound with Santa Claus being one of, if not the most predominant. Santa really

December 27, 2023
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And…. We’re off!

What a difference a month makes. For those that read these regular missives, it’s no surprise that I’ve been predicting bullish activity. The question

October 30, 2023
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