Former L/S Equities Portfolio Manager that fell down the Crypto rabbit hole. Now running @ikigai_fund. Not investment advice.

Joined September 2017
The mind is a funny thing like that.
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Live look at @jack’s Space engineers
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An incomplete list of events that stressed #Bitcoin but eventually made it stronger. An antifragility list, if you will.
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That's a wrap on May. Third worst monthly price performance in Bitcoin history- coming in slightly better than the November 2018 crash.
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The tweets heard round the world. One of the biggest questions in my mind- did @elonmusk know the China crackdown was coming?
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If we get a Pope reversal tweet here this thing is
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WE'RE HIRING! 🚨🚨 Come work directly with @hansthered and the rest of the team here at @Ikigai_fund doing cool stuff with crypto data. Job listing below. Email that address (not my DMs please) and we'll go from there.
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One of the best things about @cmsholdings - you can ask a simple question about a market cycle 8 years ago and you get this epic storytime.
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Almost forgot the anniversary here- Rickety financial markets begin collapsing, causing BTC to crash 50% in a day. Fed prints $2 trilly in a month. PTJ buys #Bitcoin on the back of that & literally nothing was ever the same. Stunning how far we've come in just a single year.
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Honest question- if you’re worth $116bn, how much BTC do you have to own before you name your goat #Bitcoin?
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Someone in the comments just asked "what's Swift trading at these days?" Which is a great question. This is the S&P Financial Sector Index when priced in #Bitcoin. I would say the struggle has been real.
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It's easy to lose track w/ everything else going on in crypto, but pretty wild that #Bitcoin has been consolidating for three months. Let the record show there's basically zero chance this consolidation period is indicative of a broader top. That's just not what those look like.
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Further support of that thesis from the man himself @Pladizow
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I think it's safe to say not enough people are talking about this bc I'm pretty sure literally no one is talking this. @VitalikButerin vs @BarrySilbert ?
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BTC down 3% in April. People still asking when Alt Szn is getting here.
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Apologies for the 9 point font, but it was necessary for April. Don't blink folks. You'll miss out on the most rapidly advancing ecosystem on planet Earth.
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If the last 12 years of this chart looked like the first 100, Bitcoin’s chart wouldn’t look anything like it does.
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