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'Ya Light a Match'
There are masterpieces of film-making that can help us make sense of the world we live in. Such is the case, with the story of the Bamboo Lounge.
Jun 14
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Mike Fay
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'Ya Light a Match'
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An Ode To My Boys
Love inevitably leads to sadness when a great friend is lost. Allowing ourselves to start over is hard. But it's worth it.
May 20
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Mike Fay
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An Ode To My Boys
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"Everything Else Is Credit"
Desperation and fake data. What could go wrong?
Apr 2
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Mike Fay
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"Everything Else Is Credit"
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Bullion Run: Gold, Silver, and The Quest For Collateral
Plus, some very interesting signals from the 2024 central bank Gold survey.
Mar 18
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Mike Fay
2
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Bullion Run: Gold, Silver, and The Quest For Collateral
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"Time To Loot And Pillage"
Memecoins, DOGE, and the obsession with easy money in a broken system.
Mar 1
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Mike Fay
4
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"Time To Loot And Pillage"
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Battle Scars
Making sense of the collapse of RUNE, Prop 6, and my own plan of attack.
Feb 2
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Mike Fay
4
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Battle Scars
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Of Mice and Melania
Did the first lady just kill the memecoin market?
Jan 20
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Mike Fay
6
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Of Mice and Melania
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Recollections & Resolutions: More Lessons From A Recovering 'Collector'
Father time is undefeated. What are you going to do with yours?
Dec 31, 2024
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Mike Fay
7
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Recollections & Resolutions: More Lessons From A Recovering 'Collector'
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BlackRock Three Different Ways
Value isn't value. Bitcoin's 21 million supply cap is, like, I guess, not something IBIT shareholders can count on. And a shill-fest of my stonk market…
Dec 19, 2024
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Mike Fay
4
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BlackRock Three Different Ways
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Can I Have Some Money Now?
Bananas and charts that are shaped like bananas.
Dec 4, 2024
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Mike Fay
2
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Can I Have Some Money Now?
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Peanuts, Poocoins, and A Soft Landing!
Look at me. Look at me. Memes are the captain now.
Nov 16, 2024
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Mike Fay
3
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Peanuts, Poocoins, and A Soft Landing!
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"An Indictment Of The Political Information Complex"
We're going to read a lot about X and the demise of legacy media. Justifiable so. Here are the real reasons why I believe Trump won re-election.
Nov 7, 2024
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Mike Fay
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"An Indictment Of The Political Information Complex"
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