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Bitcoin, Bit Digital, and a Little Bit of Humble Pie?
BTC is making a fool out of me. Is it time to re-adjust expectations? Laying out my Bitcoin-exposure plan for HSEP.
May 16
•
Mike Fay
4
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Bitcoin, Bit Digital, and a Little Bit of Humble Pie?
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A Noteworthy Laggard Among Positive YTD Crypto Investment Flows
There's not much love for a certain "blue chip" crypto this year. Let's explore some possible reasons.
May 15
•
Mike Fay
3
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A Noteworthy Laggard Among Positive YTD Crypto Investment Flows
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Elite Narratives & Elite Numbers
The CPI is a horrible measure of inflation. Unless you need to use it to prove inflation is actually low. Wait, what?
May 13
•
Mike Fay
5
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Elite Narratives & Elite Numbers
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A Falling Knife Worth Catching?
What if I told you I liked a stock that trades at a forward price to earnings multiple of 10, pays a 3% dividend yield, is in a virtually…
May 6
•
Mike Fay
6
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A Falling Knife Worth Catching?
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Don't Play When It Come To My Base
Coinbase's business model is changing before our eyes. And the company isn't battling DEX protocols. It's a far more savvy approach to potential retail…
May 1
•
Mike Fay
3
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Don't Play When It Come To My Base
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"I'm Moe Greene!"
I made my bones while you were going out with cheerleaders!
Mar 20
•
Mike Fay
5
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"I'm Moe Greene!"
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Rents, Rates, and Real Estate
With less than 24 hours before the latest rate proclamation from the magic money wizards, one wonders when low rate cake will flow from the windows of…
Mar 19
•
Mike Fay
2
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Rents, Rates, and Real Estate
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Gas, Blobs, and Network Abstraction
Ethereum's Dencun upgrade looks like a silver bullet for ecosystem user growth. We'll explore some potential indirect implications.
Mar 13
•
Mike Fay
3
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Gas, Blobs, and Network Abstraction
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When Pragmatists And Heretics Unite
Watch now | What if the promise of otherworldly returns from Bitcoin cycles in the past is setting up bulls for a massive disappointment this time…
Mar 1
•
Mike Fay
and
James Foord
6
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When Pragmatists And Heretics Unite
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1:08:51
Farcaster, Fragmentation, and The Reality of "Decentralized" Social Media
No matter which blockchain-based social media solution one favors, the reality that can be observed from Web3 isn't all that different from Web2 at this…
Feb 17
•
Mike Fay
4
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Farcaster, Fragmentation, and The Reality of "Decentralized" Social Media
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The Sports Super App Will Break Things
Imagine being able to watch live NFL, NBA, MLB, NHL, and NASCAR all in one neat little package of a streaming app! Well dream no longer, it's in the…
Feb 9
•
Mike Fay
5
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The Sports Super App Will Break Things
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The Rod Has Not Been Spared
Other than that, how was the play Mrs. Lincoln?
Feb 2
•
Mike Fay
5
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The Rod Has Not Been Spared
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