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GRANTGILLIAM
grant@primal.net
npub1saxm...u5fv
Bitcoin, Ten31
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GRANTGILLIAM 11 months ago
Everyone wants to have low time preference but don’t nobody wanna wait
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GRANTGILLIAM 1 year ago
Businesses and assets will largely remain overvalued until more (fiat) investors appreciate bitcoin as the opportunity cost. There’s a strong argument valuations in the bitcoin ecosystem are among the most rational in the world, as they are valued disproportionately by investors who appropriately factor in the true cost of capital.
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GRANTGILLIAM 1 year ago
Bitcoin has less stroke of the pen risk than all other asset classes. This aspect will become increasingly valued this year.
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GRANTGILLIAM 1 year ago
Bitcoin expectations will be the new inflation expectations
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GRANTGILLIAM 1 year ago
Long run inflation expectations highest since 1993 image
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GRANTGILLIAM 1 year ago
If you aren’t paying close attention to the details, I can assure you someone else is.
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GRANTGILLIAM 1 year ago
Ramp, which has raised nearly $2 billion in private capital, does not yet understand sats flows. Instead, it chooses to operate at a loss, but could be profitable “very quickly” if it wanted to 😉. Approaching $700 million in revenue with 1,000 employees, but not yet ready to actually make money. image