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“In the future there will be only one occupation: managing one’s wealth.
…and most people are going to be unemployed.”
— Mark E. Jeftovic, ‘The Great Bifurcation’
The Antidote? Is Crypto.
Find out why crypto stocks will resume leadership in the coming liquidity cycle: 2024-2025.
“As an investor, I’ve always taken a value based approach which is also influenced by elements of Austrian School economics.
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When the lockdowns hit I decided to use the time for study and to hone my investment acumen. I did a deep-dive into the next level, and the process and my methodology kept leading me toward these unknown nanocaps and microcaps in one sector repeatedly…. crypto, crypto, crypto…”
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These companies have performed extraordinarily well since discovery, and it’s still very early in the crypto stock cycle.
Once a month we put out the Crypto Capitalist Letter which is a high level overview of the macro forces as they pertain to crypto-currencies.
Each issue contains a section on “This month’s FUD”, a look at the Central Bank Digital Currency (CBDC) situation, regulation, and sundry macro forces and news.
Our mid-month portfolio review for March covered the banking sector meltdown and the impact it was having on our portfolio (we only had one position that was materially impacted).
We run a relatively concentrated portfolio with about 10 names. We also lay out the Bitcoin and Ethereum ETFs and closed-end trusts available and track their discount or premium to NAV, along with their management fees.
In our note about whether our clientele should buy the new Bitcoin Futures ETFs, we laid out four reasons why they should give them a pass. Coindesk ran the piece, much to the chagrin of Proshares, who were behind the first such futures ETF.
4243C Dundas St W. Suite 405
Toronto, ON Canada. M8X 1Y3
1-833Â 755-6263
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