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Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://jeffross191961.substack.com - Macro - Charts - Geopolitics - Random musings - Sometimes funny - Occasional doom and gloom - Fund management insights - Never individual investment advice ** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund **
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DrJeff 1 year ago
Exponential risk asset and bitcoin price increases are always only temporary (unsustainable) and are primarily driven by robust liquidity flows and usage of leverage. I expect these conditions to return in 4Q 2024 and throughout most of 2025. **Obviously, this is just a guess and I could be wrong.
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DrJeff 1 year ago
My rough outline for the coming quarters (just a guess, obviously): - Until Michael Jackson’s birthday: Astronauts are loading the ship. - Once fully loaded, the engines alight. - Sometime between Labor Day and Halloween 2024, the next bitcoin bull market begins in earnest. - 2025 is likely to be lit. 🔥 🚀
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DrJeff 1 year ago
It ain’t dead yet, but Dr. Bullcrab is on life support. Make way for the emergence of Dr. Bull in the coming weeks and months.
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DrJeff 1 year ago
Prepare yourself for what's coming... #Bitcoin image
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DrJeff 1 year ago
Stacking sats is stacking true net worth. Companies that do so are stacking true and lasting book value. Nations that stack sats increase strategic capital reserves are ensure longevity. Those that refuse to accept a Bitcoin standard risk obsolescence in the coming decades.
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DrJeff 1 year ago
Stack sats is stacking true net worth. Companies that do so are stacking true and lasting book value.
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DrJeff 1 year ago
Regarding purchasing power accretion over time… Embrace the volatility (of bitcoin) or embrace the suck. The choice is yours, anon. GM.
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DrJeff 1 year ago
bobs = build on bitcoin son
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DrJeff 1 year ago
Similar to Internetization in the late 1990s, Bitcoinization is well underway—right under everyone’s nose—today. Start building or get left behind.
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DrJeff 1 year ago
Context is critical. Hoarding fiat currency (a depreciating asset) over time is incredibly stupid. Hoarding bitcoin (an appreciating asset) over time is quite intelligent. This applies to individuals, families, corporations, endowments, pensions, and governments.
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DrJeff 1 year ago
My (approximate) time frames for the progressive adoption of #Bitcoin as the world’s premier reserve asset and reserve currency: Collectible: 2010s SoV: 2020s MoE: 2030s UoA: 2040s
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DrJeff 1 year ago
Getting into medium of exchange arguments with fiat brains is a futile exercise. The world doesn’t really need yet another medium of exchange. But most people *desperately* need an appreciating store of value to combat ubiquitous government fiat currencies, which exist primarily to steal humanity’s purchasing power over time. #Bitcoin returns, protects, and appreciates purchasing power over time to those who choose to voluntarily join the growing monetary network.
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DrJeff 1 year ago
Not a recession. Rather, economic normalization… after the extremely wonky social, monetary, and fiscal policies from 2020 to 2022. Understand this and you will do well. #macro