Are rate cuts really pro-liquidity in a fiscally dominant environment? Everyone seems to think rate cuts = generally good, but don’t they take away some stimulus from the interest expense payouts to bond holders? Is this outweighed by bank lending? @Lyn Alden @Luke Gromen

Just checked and we’re still early

Sunday night is for accumulatoooors

Bitcoin is so much more than just “digital gold”. With that being said, it’s wild that the digital gold narrative going mainstream isn’t waking up more of trad Fi to bitcoin’s investment thesis. Isn’t the fact that gold isn’t digital one of the biggest issues with gold? The fact that now we have a digital version - you’d think - would be a bigger deal to these people…

Steady lads deploying more capital

Black pill + while pill

Bill Ackman doesn’t understand bitcoin’s effect on energy consumption. We’re still so early.