MSTR is Coke in a world without Pepsi.
DN Comply
dncomply@yahoo.com
npub15xsw...jz22
Author of “Bitcoin Basics: Key Information for Beginners” - https://dncomply.com/bitcoin-basics/
Don't let the fact that Jeff Booth leans toward understatement rather than hyperbole keep you from recognizing that he's four steps ahead of most of us. Nowhere is this clearer than in the layer 2 discussion in the second half this Stephan Livera podcast. 

Stephan Livera
SLP568 The System You Give Your Energy To – Jeff Booth
Jeff Booth, author, entrepreneur and founding partner of Ego Death Capital rejoins me on the show to talk about his bitcoin advocacy at various lev...
This CoffeeandaMike episode featuring k9_reaper | /T.I.A, who runs security patrols in South Africa, ranks among the most interesting and actionable podcasts I've heard all year. It's wise to reflect and start acting *before* the SHTF! https://www.podbean.com/media/share/dir-kcdvt-1e634b7a
Lionel Shriver's novel _The Mandibles_ is just $1.99 right now on Kindle and iBooks. I read it because Matt Odell wouldn't stop talking about it. The book merits every bit of his praise.
A certain guy named Peter is no doubt having a bad case of the Mondays.
My podcast appearances page now contains the just-published “Bitcoin Path” show hosted by Robin Seyr. 

DNComply.com
DN Comply Podcast Appearances
All the podcast interviews people have done with me since the release of my Bitcoin Basics essay.
It's almost as if we're about to rocket past the "sell the ETF news" $47,300 top.
Here's the most impressive and helpful page/dashboard I've found documenting the key info (including purchases) of the nine new Bitcoin ETFs plus related companies. 

Bitcoin ETF Tracker – Flows, Holdings, AUM (Updated Daily)
Track all US Bitcoin ETFs in one place. Compare AUM, net flows, and BTC holdings. Updated each trading day.
Guessing the future price of Bitcoin is like guessing the number of jellybeans in a jar—a pointless exercise.
My sense is that if you're planning to retire in ten or more years, owning 0.1 BTC will make the difference between a financially rocky retirement and a comfortable one.
I just updated my podcasts page to include my interview for the “Why Bitcoin?” podcast. Super grateful to Sly Goomba and other podcasters who've invited me onto their shows. 

DNComply.com
DN Comply Podcast Appearances
All the podcast interviews people have done with me since the release of my Bitcoin Basics essay.
This new piece does a superb job of laying out the risks of various Bitcoin custody solutions in stark but approachable terms. I'm forwarding it to at least one friend who is new to Bitcoin. 

Don't Mess This Up
You're early to Bitcoin. All you have to do now is hold on & avoid these pitfalls.
If Apple wants their next 10x in market cap it'll far more reliably come from "it just works" Bitcoin integration than from the Vision Pro or whatever that friggin' $3500 thing is called (and who in their right mind would order the minimally spec'ed $3500 version?!?)
Don't buy bitcoin.
Unless you are absolutely committed to holding it a minimum of five years.
Of the million things you can study and think about concerning Bitcoin, let me tell you the #1 thing to focus on: A supply shock is inevitable.
What happens when companies & high net worth individuals want to become wholecoiners, but psycho hodlers have locked up all the coins?
This Wall Street Journal roundup covers stock indices, treasury yields, oil prices, the yen, and Bitcoin.
One more example of public perception moving Bitcoin from a fringe curiousity into the realm of mainstream assets. https://www.wsj.com/livecoverage/stock-market-today-dow-jones-01-02-2024
Absolutely not a trader, but I’m super curious to see what MSTR opens at this morning. Gonna be one helluva green candle.
Elizabeth Warren will be remembered by history books as one of this century's key villains. I'm hoping that 2024 will be her Waterloo.
You think you're checking the price of Bitcoin. You're actually checking the price of the dollar.
Madoff was as clear a Ponzi as you'll ever find, yet victims had 70 percent of their stolen funds returned.
Contrast that to shitcoins, where "investors" often lose 100 percent with zero chance of recovering any of it. They'd have been better off with Madoff!