Main global themes:
Rise of AI
Indebtedness
Currency debasement
Surveillance, confiscation
Instability
So you invest in:
Tech
Defence
Bitcoin
Short DM govt bonds and FX
It’s not rocket science
OostLog
OostLog@primal.net
npub1gssq...9h95
Portfolio manager. Obsessed with Bitcoin and decentralised systems. De- vs centralisation is the left/right of our age. Random observations on Bitcoin, markets, life, family and the world