In Every Recession, Unemployment First Looked Like Just Now!

@TwentyFirstCapital

Is Mr. 100 for real?

https://x.com/sina_21st/status/1825962704319950872?s=46&t=6I9aEqV-RwcladB-FBo9kg

Futures flips short and then this happens.

Vitalik on DeFi:

the yield comes from borrowers, trading fees, etc

Right, so this worries me. Because it feels like an ouroboros: the value of
crypto tokens is that you can use them to earn yield which is paid for by...
people trading crypto tokens.

The Fed is Finally Cutting the Interest Rate. Is it Bullish for Asset Prices?

In today's video, I'll discuss the Jackson Hole meeting, Fed rate cuts, inflation data, labor market, recession risks, and what the market might do next.

Everything you need to about the Fed actions in 16 minutes.

Check it out!

@TwentyFirstCapital

https://youtu.be/gCeZdgYbt8g

Fred Krueger: I Was A Great Marathoner, Rather Than a Sprinter

Just recorded an incredibly interesting conversation with
Fred Krueger, the co-author of The Bitcoin Book!

He explores his life journey, success secrets, and unique perspectives on Bitcoin.

It will be a series of episodes. The first part to be published soon on our YouTube channel.

Stay tuned!

https://youtu.be/YvD1dB50PaY

@TwentyFirstCapital

Stay tuned for an interview with Giovanni Santostasi, the creator of the Power Law Index

Here's an excerpt of the interview where we talk about Michael Saylor's recent Bitcoin price prediction models.

https://youtu.be/b8WxgPN0L4o

On August 30th, Michael Saylor unveiled a suite of Bitcoin models forecasting its price over the coming decades under bear, base, and bull scenarios.

Giovanni Santostasi and Sina dive into these models, exploring their assumptions and price predictions.

Giovanni is the creator of the Bitcoin Power Law theory, which is a powerful tool for modeling and predicting Bitcoin price.

https://youtu.be/v6QObGxqMCM

@TwentyFirstCapital

Bitcoin Price follows an interesting pattern

What really matters for Bitcoin's price appreciation is its age, not pure calendar time!

The rate of return is proportional to age.

Here I show that Bitcoin goes 15x higher with every 85% increase in age.

After all, Bitcoin's growth is not that volatile.

https://x.com/sina_21st/status/1831492454748713342

Bitguide podcast changed to 21st Capital!

Catch the first episode of 21st Capital, Michael Saylor’s New Bitcoin Models: Are All Models Destroyed?

https://open.spotify.com/episode/4ICGiqlKQsismzgJ1CW7He?si=ufQUbldrTFmPLU1kdaRt9w

@TwentyFirstCapital

🚨 New Video Alert! 🚨

I had a fascinating chat with Dr. Stephen Perrenod, a Harvard & MIT alumnus, about Saylor's Bitcoin models. Stephen, with his background in astrophysics and high-performance computing, offers an in-depth critique and analysis.

🎥 Watch the full interview now!
🔗 https://youtu.be/_xKA6qPWwME

Bitcoin Scale-Invariance

Bitcoin grows 6x with every 40% growth in its age.

It is now 15 years old. The next 40% growth will be in 2030 (21 years old) and $360K.

Age is what matters, not calendar year!

Stephen Perrenod Shares His Journey from Money Transfers to Maximalism

Power Laws in Nature and Bitcoin

@TwentyFirstCapital

What If A Nation State Embraces Bitcoin - Bitcoin Game Theory with Stack Hodler

Watch the full video: https://youtu.be/12XHWGp2xGU?si=QZdFqKlknpK3F7DK

@TwentyFirstCapital

Optimal Bitcoin Allocation: Maximizing Returns with Controlled Risk

How much of your portfolio should you allocate to Bitcoin to maximize your returns without taking on too much risk?

Using the Kelly criterion, Stephen Perrenod, Ph.D., calculates the optimal Bitcoin allocation to be at least 75%.

The Kelly formula helps you determine the optimal size of an investment, balancing the potential for growth with the risk of losing your capital.

By calculating the proportion of your portfolio to invest based on the probability of success and expected returns, the Kelly Criterion allows you to maximize long-term growth while avoiding the trap of overexposure to a single source of risk.

https://youtu.be/Q8lMkyWidDw?si=oJp5jYOGjKvgpgQB

@TwentyFirstCapital