Just wanted to drop a note to say thank you for your insights! I listen to you on Pomp and look forward to your presentation every Sunday, take notes and shifting my portfolio toward AI . At UBS my advisor will not allow me to buy IBIT and has me allocated to about 25% in Tax Free Munis and Bonds. I pulled money out to buy BTC in 2021, 2023 and will continue. I also appreciated your comments on your kids positions in BTC. I have done the same. I appreciate you sharing all that you do. Long IREN & CIFR too :)
I have gone mostly self directed on investing. All my advisors have been against bitcoin purchases but I ignored them. Even my Fidelity main advisor was hesitant. I rarely consult him these days.
I retired early and moved a few times. My attention to proper health care was lacking. Chaotic and disconnected describes it. I decided that I will need a comprehensive study to re-establish a baseline. As Jordi always says, atleast consult AI whenever making life's decisions. So I have been using AI to sort through the various new health diagnostic companies out there. I'm scheduling with Prenuvo for body imaging and Functional Health for an exstensive biomarker study. These choices were based on my personal and family history and AI did an amazing job to find these programs. I'm excited to start this journey and here's the kicker. I feel comfortable spending money on these studies even if they end up outside the scope of my insurance and the traditional medical field because of my investments in BTC and derivitives! It all ties together; retirement, health, AI, and Bitcoin.
What I am seeing as a 36yo who has worked at top firms in finance before is no one is creating very much wealth - this is no problem for the wealthy asset owners - their kids just “fake it til they make it” but it is a problem for people who are supporting most of the financial industry - there needs to be a handover soon or there will be no one who wants to work in the industry - it’s already almost like that
I find myself wondering what can actually out perform BTC. I have land, gold and oil and gas for tax advantages but I just feel like other assets are more work and risk and likely will underperform.
Kaspa will be that asset, that commodity. It’s a fair-launched, decentralized, POW that can scale (10 bps) with smart contracts on the horizon. Tokenized assets and stable coins will default here. Value falls to the marginal cost of production in a free market. Kaspa is the cheapest, fastest, and most secure.
I mean I think Coinbase, Robinhood, the underlying networks- ethereum would be the big one. Tom Lee just started ETH treasury, ETH etf vol picking up since genius act. Just my opinon. I could always be wrong.
100% Jordi - now that I have time to watch podcasts, THINK, REFLECT, I am way more productive in every facet of my life - including (and mostly) investing. Love your content.
Thanks for another outstanding article which I am sharing with all of my clients and colleagues! In the numerous articles you’ve posted, and podcasts you have appeared in, you’ve never failed to add value. As a former Wall Street professional myself, I cherish the honesty and professionalism you continue to add to the financial industry!
One thing that holds me back from taking larger positions in the crypto space is security. With quantum computing on the horizon and the potential for bad actors to exploit it to breach blockchains, the threat is real. A single major compromise could take a wrecking ball to the entire market. It might make sense to strike while the iron’s hot, but caution is key when thinking about the long game.
This is a great take! The idea that longer lifespans mean we need to rethink investing makes total sense, old retirement models just don’t cut it anymore.
Jordi, great post! I completely agree. This is my point from your previous post. Stable coins, tokenized assets, etc. They have to be transacted on some chain. Kaspa (fair-launched, decentralized, secure, 10bps) is the only POW that can scale these projects at large. You really need to study this project. It fits your thesis perfectly.
Due to bad lifestyle choices such as alcohol, smocking , junk food, sodomy, prostitution, even bestiality in some places, et.al, most people living the western lifestyle won't benefit from these health span technologies, let alone life span. The islamic lifestyle is the best, eat HALAL, no pork, stay healthy. Thanks Jordi.
Islamic lifestyle is not the best for many people.Everyone is different.Dont bring any religious stuff into this.What you think halal is may be very cruel for many others. Islamic lifestyle brings one thing for sure which is closed-minded people.
Just wanted to drop a note to say thank you for your insights! I listen to you on Pomp and look forward to your presentation every Sunday, take notes and shifting my portfolio toward AI . At UBS my advisor will not allow me to buy IBIT and has me allocated to about 25% in Tax Free Munis and Bonds. I pulled money out to buy BTC in 2021, 2023 and will continue. I also appreciated your comments on your kids positions in BTC. I have done the same. I appreciate you sharing all that you do. Long IREN & CIFR too :)
I have gone mostly self directed on investing. All my advisors have been against bitcoin purchases but I ignored them. Even my Fidelity main advisor was hesitant. I rarely consult him these days.
I retired early and moved a few times. My attention to proper health care was lacking. Chaotic and disconnected describes it. I decided that I will need a comprehensive study to re-establish a baseline. As Jordi always says, atleast consult AI whenever making life's decisions. So I have been using AI to sort through the various new health diagnostic companies out there. I'm scheduling with Prenuvo for body imaging and Functional Health for an exstensive biomarker study. These choices were based on my personal and family history and AI did an amazing job to find these programs. I'm excited to start this journey and here's the kicker. I feel comfortable spending money on these studies even if they end up outside the scope of my insurance and the traditional medical field because of my investments in BTC and derivitives! It all ties together; retirement, health, AI, and Bitcoin.
did you look at Fountain Life? curious how it stacked up
Yes, it's very good but very expensive...
What I am seeing as a 36yo who has worked at top firms in finance before is no one is creating very much wealth - this is no problem for the wealthy asset owners - their kids just “fake it til they make it” but it is a problem for people who are supporting most of the financial industry - there needs to be a handover soon or there will be no one who wants to work in the industry - it’s already almost like that
It’s time for the sacred cows to give me an idea that goes up or hire me to do it myself - MOOOo
I find myself wondering what can actually out perform BTC. I have land, gold and oil and gas for tax advantages but I just feel like other assets are more work and risk and likely will underperform.
Kaspa will be that asset, that commodity. It’s a fair-launched, decentralized, POW that can scale (10 bps) with smart contracts on the horizon. Tokenized assets and stable coins will default here. Value falls to the marginal cost of production in a free market. Kaspa is the cheapest, fastest, and most secure.
For a start, go to the Fidelity website and find the report mentioned in this article: https://finbold.com/4-5-trillion-fidelity-says-bitcoins-risk-reward-is-in-a-different-universe/
Buy Bitcoin, buy data center infrastructure, buy those who benefit from stablecoin adoption
Other than CRCL, V, and MA, which other public companies are positioned to benefit from stablecoin adoption?
I mean I think Coinbase, Robinhood, the underlying networks- ethereum would be the big one. Tom Lee just started ETH treasury, ETH etf vol picking up since genius act. Just my opinon. I could always be wrong.
It won’t be ETH. ETH has a lot of problems. All EVMs will move to Kaspa. Study Kaspa.
100% Jordi - now that I have time to watch podcasts, THINK, REFLECT, I am way more productive in every facet of my life - including (and mostly) investing. Love your content.
Grateful for your generous insights!
Thanks for another outstanding article which I am sharing with all of my clients and colleagues! In the numerous articles you’ve posted, and podcasts you have appeared in, you’ve never failed to add value. As a former Wall Street professional myself, I cherish the honesty and professionalism you continue to add to the financial industry!
One thing that holds me back from taking larger positions in the crypto space is security. With quantum computing on the horizon and the potential for bad actors to exploit it to breach blockchains, the threat is real. A single major compromise could take a wrecking ball to the entire market. It might make sense to strike while the iron’s hot, but caution is key when thinking about the long game.
This is a great take! The idea that longer lifespans mean we need to rethink investing makes total sense, old retirement models just don’t cut it anymore.
Jordi, great post! I completely agree. This is my point from your previous post. Stable coins, tokenized assets, etc. They have to be transacted on some chain. Kaspa (fair-launched, decentralized, secure, 10bps) is the only POW that can scale these projects at large. You really need to study this project. It fits your thesis perfectly.
Due to bad lifestyle choices such as alcohol, smocking , junk food, sodomy, prostitution, even bestiality in some places, et.al, most people living the western lifestyle won't benefit from these health span technologies, let alone life span. The islamic lifestyle is the best, eat HALAL, no pork, stay healthy. Thanks Jordi.
Bestiality has entered the chat! Did not see that coming
LOL - Like WTF dude!
Islamic lifestyle is not the best for many people.Everyone is different.Dont bring any religious stuff into this.What you think halal is may be very cruel for many others. Islamic lifestyle brings one thing for sure which is closed-minded people.
The Islam of the Quran? That’s what you’re saying is the best? Haha