Alpha Zeta @alphaazeta Twitter profile

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Alpha Zeta

1 year

Nakamoto Portfolio Theory ----------------------------- The Nakamoto Portfolio Theory is a set of frameworks to help investors understand the impact an emerging asset like Bitcoin has a portfolio allocation. Mega thread on the frameworks and foundation.

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Alpha Zeta

@alphaazeta

2 years

Just like FTX, when $ETH collapses it will be obvious that the signals were everywhere. Convert to $BTC while and if you can.

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Alpha Zeta

@alphaazeta

2 years

Let’s recap the first day of ETH hard fork: 💩 SEC warns it may be a security 💩 Price dropped 6%+ 💩 ETC hashrate hits ATH 💩 Mempool seems stuck but no one knows because no nodes 💩 4 validators control everything Looks great. Congrats.

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Alpha Zeta

@alphaazeta

10 months

Congrats on this @VitalikButerin . Seriously. Your technology is about to put the country I was born in and love in a catastrophic path. Hope you’re proud of it. I missed the part in the white paper where we were looking to give more power to politicians.

Crypto Tea

@CryptoTea_

10 months

Brazil is creating a central bank digital currency using a private version of the Ethereum blockchain but the code has been modified so they can: - create unlimited new coins - freeze accounts - take money out of accounts

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Alpha Zeta

@alphaazeta

3 years

My view on altcoins is simple. I’ve spent years learning about Bitcoin. Read a lot, watched more videos than I’m willing to admit, listened to podcasts pretty much every day. I also learned to code so I could read the Bitcoin code. I had a paranoia about back doors that ... 1/n

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio Theory ----------------------------- Bitcoin Valuation based on Fixed Income Inspired by @fossGregfoss 's work, we'll explore how to estimate the value of Bitcoin using credit default swaps (CDS) as fiat insurance. You know... "for the kids". 1/n

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio Theory ----------------------------- Schrödinger's Coin Model 🐈 Valuing Bitcoin as a Store of Value How #Bitcoin will demonetize other assets and why it's significantly undervalued by 13x today This is quite the thread. Hang tight🚀▶️ @SwanBitcoin @samcallah

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio Theory ----------------------------- How are bitcoin's historical returns distributed? Turns out there's nothing 'normal' about them. We've tumble down a rabbit hole, ending up deep in the world of #Bitcoin forecasting. (1/n)

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Alpha Zeta

@alphaazeta

2 years

You better be ready for this. It's inevitable. #bitcoin

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Alpha Zeta

@alphaazeta

1 month

How hard it is to forecast bitcoin's price? Using history as a guide, we can run a simulation to forecast 1-year returns using a Monte Carlo Simulation. Quick results: . Average expected price in 1-year = $144k But the average here is not a great indicator. This is the same

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Alpha Zeta

@alphaazeta

11 months

Dear @NC_Blockchain - I just noticed the state has a $50k budget to analyze the impact of Bitcoin on the state’s balance sheet. Our team at @Swan will run the analysis for free and you can keep the $50k as your first bitcoin purchase. We’ve done hundreds of analysis similar to

Dennis Porter

@Dennis_Porter_

11 months

BREAKING: North Carolina House passes a bill to study if the state should hold #Bitcoin on its balance sheet.

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Alpha Zeta

@alphaazeta

7 months

I’ve been saying this for years: HODLing bitcoin is an exercise of patience. It will give you months and years of pain. And a few days and weeks of glory. Keep these days in mind. Eventually, they come back. This move is nothing. This is not a God candle. Pump for ants.

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Alpha Zeta

@alphaazeta

2 years

Something very odd going on with $BTC price action. Thankfully I don’t trade or leverage. Just watching 🍿

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Alpha Zeta

@alphaazeta

1 month

⚠️ BREAKING ⚠️ ------------------ Inflation numbers for Bitcoin are in:

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Alpha Zeta

@alphaazeta

11 months

Then they join us…

Pledditor

@Pledditor

11 months

BlackRock CEO Larry Fink: "I do believe the role of crypto is...it is digitizing gold in many ways."......."Let's be clear: #bitcoin is an international asset"

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Alpha Zeta

@alphaazeta

6 months

The consequences of ignoring Bitcoin are only starting. Quick results since @Beiwatch1 @FossGregfoss @JoeCarlasare and I have recommended a hypothetical Bitcoin allocation to these pension funds. This is $1.7bi missed by Wisconsin and $1.8bi missed by Ontario Teachers if

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Alpha Zeta

@alphaazeta

3 years

I lived through hyperinflation. What people still don’t realize is that inflation expectations are like the breaking of a dam. After it breaks there’s no going back. It becomes a self fulfilling disaster where people race to adjust their prices before their costs increase.

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Alpha Zeta

@alphaazeta

1 year

1/ 🧵A deep dive into how @Greenpeace has lied & exaggerated facts over the years, hindering technology advancement. Here's a breakdown of some key events, controversies, and how the organization's management practices contradict its mission.

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Alpha Zeta

@alphaazeta

1 year

GM to everyone stacking #bitcoin daily since Bitcoin's ATH. You've accumulated a return of +14% since then. Despite #btc being down ~50% in the period. Bear markets are for stacking

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Alpha Zeta

@alphaazeta

1 year

The Rat Poison Portfolio 🐀 An equally weighted portfolio of Berkshire Hathaway, Microsoft, JP Morgan and BlackRock Guess what happens when we add #bitcoin to this portfolio? Higher volatility? Higher drawdowns? Higher risk? Let's run the numbers

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Alpha Zeta

@alphaazeta

11 months

How it started: wE bRokE BiTcoiN How it's going: Bitcoin broke them

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Alpha Zeta

@alphaazeta

1 year

Excited to announce that I’m joining @SwanBitcoin as their CIO. After a long career in financial markets and starting two successful startups, I know this is where I should focus all my attention now. Here's why... 👇

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Alpha Zeta

@alphaazeta

4 years

Back in 2004 I managed money for one of the top banking families in the world. When Google filed for their IPO, our investment committee had a long debate and then presented the findings to the owner. He shut us down in 10 seconds: “I’m not buying a search engine”

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Alpha Zeta

@alphaazeta

1 year

Bitcoiners build

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Alpha Zeta

@alphaazeta

1 year

This is how CDS traders, not Bitcoiners, are pricing the probability of the collapse of the fiat system. Plan accordingly. We’ll have a new app based on these soon (tm).

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Alpha Zeta

@alphaazeta

2 years

Is 99% a lot? Asking for Pomp, Novo and Raoul.

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Alpha Zeta

@alphaazeta

3 years

I will fight against this until the end of my days. Money is the result of labor at the expense of our own time and effort . No one should be allowed to control, destroy or confiscate it. We should have freedom to do whatever we want with it. It is that simple.

Polylunar

@Polylunar_

3 years

And there’s the proof, central banks want total control of how you use your money, CBDCs are not cash equivalents. Fight this and opt out via #Bitcoin

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Alpha Zeta

@alphaazeta

2 months

I've noticed more investors mentioning swapping $BTC for $MSTR, and frankly, I think it's a move fraught with badly priced risk. Unless you're in the niche of convertible debt trading with no direct access to Bitcoin, this significantly worsens the future risk profile of your

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Alpha Zeta

@alphaazeta

2 years

If you're selling BTC based on inflation reports running hot, you have no idea what you're holding

Neil Jacobs

@NeilJacobs

2 years

You don’t know what you own. #bitcoin

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Alpha Zeta

@alphaazeta

2 years

@guardian Takes 5 minutes of research about the historical precedents for price control to understand how this is a terrible idea. But go ahead and try it.

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Alpha Zeta

@alphaazeta

4 years

$BTC price continues to move sideways. Had some time today to build a script to check how frequent these sideway periods are and what usually happens afterwards. Take these with a grain of salt. But here you go... TLDR; Good luck trying to time the market

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Alpha Zeta

@alphaazeta

1 year

Almost 8,000 altcoins performance since 2016 . 41 Outperformed #BTC with an average outperformance of 1.46x BTC's performance . 2,635 Underperformed and on average returned 0.04x BTC's performance (you LOST ALMOST ALL your BTC) Bottom right corner is where shitcoins go to die

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Alpha Zeta

@alphaazeta

1 month

ASICs in disbelief

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Alpha Zeta

@alphaazeta

3 years

Remember March 2020? When #btc crashed from $9k to $4k? The FED did not bail anyone out. There was panic. There were liquidations. There was pain. BUT, the market cleared and positions got squared. Reset button. Guess what happens when they restrict access to a reset button?

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Alpha Zeta

@alphaazeta

6 months

🇧🇷 Várias pessoas me pediram o vídeo que passou no @satsconf_ antes da minha conversa com o @leta_science . Todo crédito ao @bitstein por ter criado essa obra prima que mostra de forma clara como estamos sentados nos ombros de gigantes. Realmente é de arrepiar. Bitcoin não

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Alpha Zeta

@alphaazeta

1 year

This is your periodic reminder that: - If you have any $BTC in Binance, move it out. Not worth the risk. You should have done this yesterday. - $BTC selling-off based on these news means that either people have no idea what they are holding; and/or they are getting liquidated.

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Alpha Zeta

@alphaazeta

5 years

0/ I’ll try to make a case on why using @TheRealBlockFi interest account is one of the worst decisions a BTC investor can make. I’m all for innovation and new products in the BTC space. But, in my view, this is highway robbery + exposes investors to a risk they don’t understand👇🏻

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Alpha Zeta

@alphaazeta

2 months

It was a pleasure to record with @PeterMcCormack and @_DannyKnowles . Hope you enjoy the podcast. I’ve tried to cover much of the ground we’ve been exploring at Nakamoto Portfolio Theory. In other news, Peter is now learning to appreciate some Carioca soccer.

What Bitcoin Did

@WhatBitcoinDid

2 months

WBD787 - The Perfect Bitcoin Allocation with Raphael Zagury ( @alphaazeta ). We discuss: - #Bitcoin vs real estate - How ETFs changed everything - Valuing Bitcoin - The best portfolio allocation

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Alpha Zeta

@alphaazeta

3 years

One year ago, last September. Bitcoin price was moving “sideways” between 10k and 12k since July. Sentiment was very similar to today. And then it changed. Very quickly. HODLing is not for the impatient.

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Alpha Zeta

@alphaazeta

4 years

Bitcoin days from previous ATH. Almost time.

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Alpha Zeta

@alphaazeta

10 months

Another one bends the knee... For full disclosure, it brings me immense joy to witness bank CEOs, who are essentially glorified politicians lacking vision and strategic skills, being compelled to accept Bitcoin.

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Alpha Zeta

@alphaazeta

3 years

But the beauty of this system is that it is completely voluntary. No one is forcing others to act. You control your own destiny and the result of your actions will have a strong correlation to how much you’ve really dedicated yourself to learning. May Satoshi be with you. EOF

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Alpha Zeta

@alphaazeta

2 months

Bullshit. Here’s a short list top of my mind. There’s more. 1. Ethics 2. Sense of community, family values. 3. Financial education 4. Probabilities 5. Coding, logical and critical thinking All still going to be relevant in 20yrs.

Tsarathustra

@tsarnick

2 months

Yuval Noah Harari: we have no idea what to teach young people that will still be relevant in 20 years

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Alpha Zeta

@alphaazeta

2 years

That’s it. Bottom is in.

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Alpha Zeta

@alphaazeta

3 months

Thrilled to share my recent CNBC appearance, discussing Bitcoin's transformative journey. Bitcoin is set to redefine assets traditionally seen as savings vehicles — equities, bonds, real estate — all of these transformed into monetary Frankensteins by capturing massive monetary

Swan

@Swan

3 months

NEW‼️ - Raphael Zagury, CIO of Swan Bitcoin: “Bitcoin is coming for gold, there’s NO QUESTION about that… [But] it’s much bigger than gold. I think Bitcoin is coming to capture the monetary premium on a lot of these assets out there.” #Bitcoin 🚀🚀🚀

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Alpha Zeta

@alphaazeta

2 months

If you don’t know enough about something maybe you shouldn’t be promoting it to your audience and then asking questions like this. Irresponsible at best. DO NOT USE THIS.

Fred Krueger

@dotkrueger

2 months

Will I get Rugged on Borrowing against my BTC using ShapeShift / ThorChain? I respect the crowd. If crowd says yes, I will limit to 1 BTC.

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Alpha Zeta

@alphaazeta

11 months

Nakamoto Portfolio Theory ----------------------------- Real Estate as a store of value We ran the numbers, studied historical returns, and scrutinized the fundamentals to determine if real estate truly delivers on its promises. Our findings ▶️

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Alpha Zeta

@alphaazeta

4 years

If you think you can trade bitcoin and be profitable in the long term I suggest you go back 1 year, 2 years and 5 years on Bitcoin Twitter. I’ve seen my share of traders come and go. Very few survive longer than a year. The hodlers? Most of them stick around.

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Alpha Zeta

@alphaazeta

3 months

Reminder: Every bull market has more than a few 20%+ drops that will test your conviction. Prepare accordingly.

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Alpha Zeta

@alphaazeta

3 years

How long until @PeterSchiff tweets that #bitcoin just crashed from 28k?

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Alpha Zeta

@alphaazeta

4 years

People still don’t comprehend the magnitude of what we are witnessing This will be remembered for hundreds of years

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Alpha Zeta

@alphaazeta

1 year

The biggest bailout ever. But please, don’t call it a bailout. It’s offensive.

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Alpha Zeta

@alphaazeta

3 years

This says more about how decisions are made at Tesla than anything else. I would never be a shareholder of a company where decisions are based on the ego of a single person. @elon , you should sell all your Bitcoin. It is not for you. Sell at market today.

Elon Musk

@elonmusk

3 years

@CryptoWhale Indeed

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Alpha Zeta

@alphaazeta

3 years

If the opinion of a single actor made any difference, I wouldn’t own #bitcoin You panic. I stack.

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Alpha Zeta

@alphaazeta

3 years

This whole process has been taking years. And maybe I’m not that smart but I have a constant feeling that I’ve only scratched the surface on understanding #Bitcoin It is really hard for me to understand how anyone would venture into alts when there’s so much to learn. 4/n

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Alpha Zeta

@alphaazeta

1 year

Credit Suisse was the Bear Stearns moment. The Lehman moment is probably still ahead of us. This crisis has potential to be much bigger than 2008. So many uncertainties and risks.

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Alpha Zeta

@alphaazeta

2 years

Bitcoin Twitter is becoming close to unreadable. So many personal attacks, bad technical takes and people voicing macro opinions with conviction when this is the most uncertain of times in our lifetimes. So much noise. So little signal.

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Alpha Zeta

@alphaazeta

1 year

Swan House ready to go! We’ll be hosting a live spaces around 2pm EST where I’ll be discussing Macro and portfolio construction using the Nakamoto Portfolio with @LynAldenContact @edstromandrew and others. Tune in! @SwanBitcoin

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Alpha Zeta

@alphaazeta

2 months

@greenpeaceusa Good time to bring this one back…

Alpha Zeta

@alphaazeta

1 year

1/ 🧵A deep dive into how @Greenpeace has lied & exaggerated facts over the years, hindering technology advancement. Here's a breakdown of some key events, controversies, and how the organization's management practices contradict its mission.

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Alpha Zeta

@alphaazeta

2 months

Reminder about this reminder

Alpha Zeta

@alphaazeta

3 months

Reminder: Every bull market has more than a few 20%+ drops that will test your conviction. Prepare accordingly.

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Alpha Zeta

@alphaazeta

1 year

I still see a block coming in every 10 minutes. If you still have funds at this shitty exchange I only have one thing to say. HFSP.

Binance

@binance

1 year

We've temporarily closed $BTC withdrawals as the #Bitcoin network is experiencing a congestion issue. Our team is currently working on a fix until the network is stabilized and will reopen $BTC withdrawals as soon as possible. Rest assured, funds are SAFU.

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Alpha Zeta

@alphaazeta

4 years

When I started following #Bitcoin twitter, my first impression was horrible. So many bad takes, memes, childish tweets, scams. But then I figured that this is a feature of a system that it’s free and open to anyone. Feature. Not bug. 👇🏻

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio Theory ------------------------------------ Bitcoin and Retirement Accounts Let's discuss why Bitcoin is the ultimate asset to include in a retirement account. We ran the numbers at @SwanBitcoin 's Research... 🦢🏃‍♂️🔢📈 🧵1/n 🔽

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Alpha Zeta

@alphaazeta

4 months

I'm not one for Twitter drama and this isn't going to change that. I won't be diving into arguments in the replies – that's just not how I do things. But when I see unfounded attacks on @Swan and the incredible effort our team has put in, I can't stay silent. We've worked

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Alpha Zeta

@alphaazeta

16 days

The current financial system is a massive complexity theater. I love how a simple question. A question so basic you’d expect from a kid, gets him so confused.

Arnaud Bertrand

@RnaudBertrand

16 days

This is absolutely priceless. And probably the most frightening clip you'll ever watch on the people in charge of the US economy. Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy

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Alpha Zeta

@alphaazeta

3 years

... reckless features and technological advances. Things take time. As they should. Finally, I also think it’s impossible to replicate Bitcoin’s genesis. A multitude of variables needed to be aligned for its success. It created an anti-fragile network that feeds... 6/n

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Alpha Zeta

@alphaazeta

2 years

This is from a well known bike shop in Brooklyn, NY. It’s exactly how inflation morphs into hyperinflation. I’ve seen similar messages from shops in different sectors and I’m having nightmares of reliving the economic disaster of Brazilian hyperinflation of the 80s.

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Alpha Zeta

@alphaazeta

3 years

I’ve also came to the conclusion that every alt is a testnet for Bitcoin. All the code on this space is open source. Anything good enough to be copied, has the potential to be copied if there is consensus. Consensus is the best way to balance between... 5/n

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Alpha Zeta

@alphaazeta

3 years

I wish I was more eloquent like many on this space. There is a lot I could share but I also think my time now is better spent enjoying my family, growing my business and coding some hobby projects for #bitcoin . 8/n

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Alpha Zeta

@alphaazeta

2 months

Families who've spent a lifetime saving, now seeing their hard work erased overnight—a 37% theft of their time. Having experienced Brazil's devaluations, I know the devastation it brings. We need ethical money.

Simply Bitcoin

@SimplyBitcoinTV

2 months

🚨BREAKING🚨: Egyptian Pound The Egyptian Pound is down 37% against the USD after switching to a flexible exchange rate IMAGINE LOSING 37% OF YOUR SAVINGS IN A DAY That's why we #Bitcoin

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Alpha Zeta

@alphaazeta

3 years

For everyone panicking and wondering if this is normal. I ran the numbers. The chart below shows the latest 2-day-drop (red line = 22%). The green boxes highlight bull markets. Do you see how many times we've seen drops that are similar or larger?

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Alpha Zeta

@alphaazeta

11 months

Here's an example of how a new technology can supernova an existing TAM

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Alpha Zeta

@alphaazeta

4 years

You have to challenge the foundations of things you believe in your core to be true. Most cannot do it. They’re not ready. Some don’t want to spend the time. Most have an unconscious worry that by breaking some of the pillars of their “truths” they won’t know what to believe.

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio Theory ----------------------------- Portfolio optimization Why every portfolio should have a #bitcoin allocation. A (somewhat) technical thread on portfolio theory. @SwanBitcoin Let's dive in... 📈 ▶️

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Alpha Zeta

@alphaazeta

1 year

Nakamoto Portfolio now has some classic portfolios templates for quick access: - 60/40 - A proxy to Ray Dalio's All-Weather portfolio - Multi-Asset Class - The "rat poison" portfolio + others... Suggestions for additional portfolios are welcome.

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Alpha Zeta

@alphaazeta

1 year

Real life Jedis once walked among us. RIP Hal.

Rizzo

@pete_rizzo_

1 year

✨ Today is Hal Finney's 67th birthday. RIP to a true visionary — a man who championed #Bitcoin when it was worth $0, received its first transaction from Satoshi, and made countless cryptographic contributions of his own. Gone but not forgotten 💫

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@alphaazeta

5 years

This is my small contribution to the Bitcoin community. A portfolio tool that it’s now Open Source. - All data is saved locally for more privacy. - Calculates daily NAV of portfolio = super easy to track performance.

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Alpha Zeta

@alphaazeta

3 years

... from distress. This is the most perfect social network we’ve ever witnessed. And we are all alive to see it. 7/n

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Alpha Zeta

@alphaazeta

4 years

Verifiable truth is the scarcest modern asset. #Bitcoin is an oasis of truth, transparency and safety. Valuation should be orders of magnitude from here.

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Alpha Zeta

@alphaazeta

3 years

If you have a @getumbrel node connected to a screen, you can make it into a bitcoin dashboard showing latest price, mempool and other info.

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Alpha Zeta

@alphaazeta

3 years

Serve and Protect

Briana Whitney

@BrianaWhitney

3 years

A North Carolina man with $39,500 in cash landed in Phoenix...& had it all taken away by police. Officers suspected him of money laundering, but he brought it to buy a truck for business. Even though he's not charged with a crime, he hasn't gotten it back

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@alphaazeta

1 year

- "Bitcoin is worthless" - "OK. What do you think is the probability of Bitcoin demonetizing Real Estate in 15 years?" - "Less than 5%" .. Runs the numbers ... - "Today's Fair Value should be $90k+ in that scenario. HFSP." (50% estimate of RE value being monetary premium is LOW)

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Alpha Zeta

@alphaazeta

3 years

The dollar is so sound that the establishment needs to worry about magic internet money taking its place

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Alpha Zeta

@alphaazeta

7 months

Pensions not considering bitcoin as part of their allocations are breaching their fiduciary duty. On a pure portfolio analytics basis, bitcoin provides diversification and enhances risk adjusted returns. @Beiwatch1 @FossGregfoss @JoeCarlasare

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Alpha Zeta

@alphaazeta

3 years

Mnuchin is doing more for proof of keys than @TraceMayer ever did. He has no idea how much he is contributing to the non stoppable anti-fragility of the network.

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Alpha Zeta

@alphaazeta

4 years

What happens to #btc price after low vol periods (part 2) Another quick analysis. Here we look at low vol periods (30 day vol < 30% on x axis) and what happens to price after 30 days (on y axis). Seems like the break is very often to the upside (above blue line).

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Alpha Zeta

@alphaazeta

2 years

I worked at Wall Street for decades and saw my share of horrors. Eventually concluded the system was broken beyond repair. I’ve decided then to join the cypherpunk movement — I believe this is, by far, the best way individuals can make a difference in ending this corrupt system.

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Alpha Zeta

@alphaazeta

11 months

By far the best asymmetric risk / reward profile I've ever seen. Not even close. . Accelerating growth . Small penetration . Massive addressable market Ignore at your own risk.

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Alpha Zeta

@alphaazeta

3 months

Reminder: we are here. 59k, 100k, 250k,... rounding errors. Ignore the noise, zoom out, stack sats and keep learning and building.

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Alpha Zeta

@alphaazeta

3 years

When I retired the first time, I really wanted to properly learn to code. After checking out different Computer Science courses (online and offline), I found about about Open Source Society University. This is a full CS course. 100% Free. 100% Online.

GitHub - ossu/computer-science: :mortar_board: Path to a free self-taught education in Computer...

:mortar_board: Path to a free self-taught education in Computer Science! - ossu/computer-science

github.com

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Alpha Zeta

@alphaazeta

5 months

Orange Pilling Schwab financial advisors

Schwab Network

@SchwabNetwork

5 months

📈 $BTC is nearing $44k 📈 Swan Bitcoin CIO Raphael Zagury examines the recent rally, the potential for #bitcoin ETFs, and the halving concept with @FuturesBenL :

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Alpha Zeta

@alphaazeta

2 years

Like clock work in every bear market: "I'm going to sell BTC and wait until the market turns around. Then I buy back." TLDR; don't. You'll get REKT. Longer explanation 👇🧵(1/5)

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Alpha Zeta

@alphaazeta

2 months

Even on a pure risk-return analysis Bitcoin is already the best asset class any capital allocator could include in a portfolio. Here's what a 10% allocation to Bitcoin represents in terms of changes in return, volatility and drawdown in many popular portfolios. Some interesting

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Alpha Zeta

@alphaazeta

4 years

This crisis confirmed some of views: - WHO: useless - UN: useless - SEC: beyond useless - FED: very useful if you are long SPY. Otherwise, useless. - FINRA: who? - CFTC: ”nO ManiPUlatIoN in OiL PricEs” - FDA: LOLz - FDIC: “please keep your money at banks”

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Alpha Zeta

@alphaazeta

2 months

Back in my Wall Street days, during FED decisions, the Merrill trading floor—a football field of desks and monitors—would fall so silent you could hear a needle drop. I remember thinking of how important these decisions were and how the weight of those moments was lost to most

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Alpha Zeta

@alphaazeta

1 year

A $300tri+ market monetized for decades through easy credit, tax breaks and the illusion of a store value. When you account for all costs (including dealing with tenants) it doesn’t even get close to breaking even. Real Estate is the ultimate shitcoin.

Mark McGrath

@MarkMcGrathCFP

1 year

I'm a landlord. At one time I thought I would build a portfolio of rentals. I absolutely cannot stand it and can't wait to sell and never do it again. No liquidity, high fees, and lots of headaches. Some people are cut out for it. I am absolutely not.

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Alpha Zeta

@alphaazeta

4 years

Watch “The Big Short” to have an idea on how frustrating it can be to be too early. I remember the anxiety of paying for the expensive CDS insurance. The margin calls. The daily calls of upset investors. Then, literally in a matter of days, it all paid off. Big time.

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Alpha Zeta

@alphaazeta

3 years

Then there’s the game theory, economics and philosophy part. I have a background in economics and finance. I traded on some of the largest trading floors at Wall Street. But on game theory and philosophy there was (and is) lots to learn. 3/n

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Alpha Zeta

@alphaazeta

4 years

“You are like Mr. X. You have a lot of knowledge. You know markets. It’s hard for me to argue with you. You will bring good superficial points. I probably can debate all of them but it will take longer than you are willing to invest in time. Probably #Bitcoin is not for you atm.”

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Alpha Zeta

@alphaazeta

3 years

... only went away after being able to audit the open source code. I researched how to safely compile the code and how to verify signatures. Also made a few modifications to see what would happen with rogue Built several small apps - best way to learn is to do in my opinion. 2/n

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