What a week. Met brilliant Nostrichs 💜 Attended a Bitcoiner’s wedding 🧡 Purple-pilled first-timers now zapping on #nostr. Synchronicities opened orange doors to the Middle East & Africa. Meetings? Deep, aligned, productive. Freedom tech is rising. Everywhere. Leaving #Vegas today. What a fruitful conference GM GA GE

Wheels up to #Vegas. finally. 60 connecting flights on this plane. My layover’s just 2 hours. Will I make it? Stay tuned #nosvegas

39% of the wealthiest people in the Middle East admit they’ve kept under-performing assets in their portfolio far too long. If billion-dollar families fall for this trap, the rest of us don’t stand a chance against our own investment biases. A few reasons smart money still hugs bad money: (After working with family offices for the past 11 years) 1. Status-quo comfort: “It hasn’t blown up yet, so let it ride.” 2. Illiquidity denial: it’s hard to sell a trophy asset that’s quietly leaking alpha. 3. Narrative lock-in: the original story (“it’ll rebound”) feels safer than facing the unknown. Translation: even the ultra-wealthy are human, and humans are terrible at pruning losers. A simple test: replace the laggard with an asymmetric bet. If you keep the underperformer (something like distressed real estate, stale private equity, or legacy bonds) you’re likely looking at a negative 0.5% CAGR over five years, which quietly drags your portfolio down by around 2%. It’s wealth erosion you barely notice until compounding turns it painful. But if you swap just 2% into Bitcoin (historically volatile but with a 10-year average of 40% CAGR) and even if it only returns 20% CAGR over five years, that move alone lifts your portfolio by 0.4%. Your downside is capped at 2%. And your upside might be a 400 basis point boost. Move that allocation to 5%, and at the same conservative 20% CAGR, you gain 1% at the portfolio level. Worst-case scenario, you’re down 5%. Upside could exceed 1,000 basis points. That’s why Bitcoin fits the “small slice, big effect” blueprint. And well, the risk is defined: 2 to 5% is enough. It’s fully liquid: unlike a locked-up fund, you can exit any day of the week. And it’s uncorrelated: Bitcoin moves on monetary debasement, not corporate earnings. 👉🏽Here’s how a #familyoffice executes: Many family offices are sitting on real estate assets that aren’t generating any active income. They’re simply hoping these properties will appreciate and eventually sell. This approach ties up capital in idle assets, resulting in wasted time and poor returns on investment. → They can rank and cut the lowest-returning assets, usually starting with the bottom 10%. → They reallocate 2 to 5% into a compliance-ready, multisig-secured Bitcoin position. This is a rebalance worth considering. Look, the adoption of #bitcoin among family offices is rising, with 24% having direct exposure and most keeping allocations under 5%. It's happening #Nostr. And it might become known 𝘛𝘩𝘦 𝘎𝘳𝘦𝘢𝘵 𝘙𝘦𝘣𝘢𝘭𝘢𝘯𝘤𝘦 in the 21st century. The most lucrative financial strategy. #NeoWealth thoughts.

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GN #Nostr from your slightly-frazzled future #Vegas traveler. Trying to plan next week’s trip: scheduling meetings, scouting top events, and sorting through a ridiculous number of parties… and honestly? Kinda overwhelmed. If you’re in #LasVegas next week or know what’s unmissable, drop some recs (so far I know am not missing the party with the Nostrichs @BITKARROT @Derek Ross @QW @𝕾𝖊𝖗 𝕾𝖑𝖊𝖊𝖕𝖞 @The Daniel 🖖 ***) Freedom, fun, and maybe a little chaos ahead.

Bitcoin is like AI in 2014. (Not like the internet in 1998 as most say) Ask most people what Bitcoin is, and the answers are familiar: An open payment network. A speculative asset. An investment. Maybe even "a libertarian experiment"... But for those building in the real world, those definitions are increasingly outdated. -> 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗶𝘀 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼𝗼𝗹. And that shift changes everything. A decade ago, most people dismissed AI as hype or science fiction. Today, AI powers everything from customer service to logistics to security. It’s increasingly part of the infrastructure businesses rely on. Bitcoin is on a similar trajectory. I can't stress how much it has become a practical lever that businesses can use today. You have to figure out what it is, and how it works for you. And no, before you say it: It’s Not Blockchain. It’s Bitcoin. Only. Bitcoin is different because it solves problems that businesses actually have. Not in theory in daily operations, in risk management, in capital allocation. That’s why it’s quietly spreading through adoption by those who understand its utility. So what can businesses actually do with Bitcoin? ➡️ Here’s a non-exhaustive list: → Loyalty Programs Reward customers or employees in sats. A reward that actually appreciates over time, unlike points that expire or get devalued. → Global Payments Send value across borders in minutes, 24/7, without intermediaries or friction. Benefits for distributed teams, cross-border vendors, or freelancers. → Fee Reduction Eliminate card processing fees. Reduce payment friction. Open your business to global spenders, even unbanked ones. → Energy Optimization via Mining Turn excess electricity into revenue. Think manufacturers, resorts, or utilities with seasonal or off-peak surpluses. → Tech-Savvy Marketing Position your brand at the intersection of innovation and trust. “We accept Bitcoin” is more than a payment option. It’s a statement. → Treasury Optimization A small allocation can hedge against local currency depreciation, improve Sharpe ratios, and reduce exposure to single-currency risk. Many still believe #Bitcoin is too intangible to be useful. From these past 5 years building #NeoWealth, I can't but object. Businesses don’t need to be “convinced.” They need to use it for what already makes sense. The same way they started using cloud computing. Or mobile payments. Or AI. Bitcoin isn’t your average abstract idea anymore. It’s a toolkit you can't miss out on. One that helps businesses operate more efficiently, reward more meaningfully, and plan more resiliently. And for those who see it early: It’s not just a hedge. It’s an edge. Yes, people will soon ask you if you're Bitcoin-enabled (or #Nostr -enabled). I'm working on it. Thank me later 😉 😏

GM #Nostr

They have Lewis Hamilton. I still said no. A recruiter reached out: board seat offer. Company? CFI.trade. I checked their portfolio: pure speculation. I don’t promote trading. Not the dopamine kind. Not the casino wrapped in a suit. Rejected the opportunity, respectfully. Freedom doesn’t come from chasing charts. But I left the door open. Right values, right mission? Let’s talk. Not all money is worth your name.

Reminder: sometimes, the world’s most transformative technologies look like toys or curiosities at first. until they rewrite the rules of the game. GN #Nostr

“Banned." Overnight. That’s how fast the rules flipped in Nigeria and Angola. One day, Bitcoin was just another asset. The next, it was a liability (Even a crime). In #Nigeria, the Central Bank’s 2021 order severed crypto’s ties to the banking system (shutting down exchanges, freezing accounts, and driving the entire industry underground. Three years later, the ban was lifted) but only after lawmakers reclassified crypto as a regulated security, with strict licensing and oversight. In #Angola, lawmakers took a harder line. In April 2024, they criminalized #bitcoin mining. Penalty? Up to 12 years in prison. The official excuse: miners were draining the national grid, leaving homes in the dark while rigs chased digital gold. The real trigger: A major foreign-run operation that smuggled in rigs without paying customs, racked up unpaid electricity bills by siphoning public power, and stiffed its workers. When authorities finally raided the site (hidden inside a paint factory)they found foreign nationals, labor violations, and enough outrage to justify a sweeping crackdown. Different countries. Same warning. 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆. If you’re building in regions where the rules can flip overnight, you need more than optimism. You need a plan. → Diversify custody across regulator-resistant jurisdictions, before the storm, not after. → Mine in energy-stable, rule-of-law regions like the Gulf or North America, with remote oversight. → Build legal structures that can pivot: from holding, to pledging, to exiting, whatever tomorrow demands. I’ve seen capital stranded, operations shuttered, and founders blindsided, not by markets, but by ministers. Regulation is like the weather. You can’t control it. But you can control where you build. In the #MiddleEast and #Africa, this isn’t theory. It’s survival. The smart money adapts. The rest get washed away. Ask yourself: are you ready for the next regulatory storm? P.S. #Nostr the meme’s about the #EU. This post is not.

Wanna dream in #memes tonight. GN #Nostr

Sunday Thoughts Not a #Nostr #Meme

“Just hold Bitcoin.” Yeah? Tell that to someone whose bank just froze their account. Preserving wealth matters. But here’s where I disagree: Bitcoin isn’t just a store of value. It’s money. And in the Global South, that’s not a theory. It’s reality. People are escaping capital controls. Sending remittances without banks taking a cut. Transacting daily, not waiting for the perfect exit price. The West debates narratives. The Global South lives them. Some say Bitcoin is only for the long-term. Ask someone who’s had their savings locked overnight if they agree. Ask someone who’s been cut off from their own money if they see #Bitcoin as a “store of value” alone. They don’t just hold it. They use it. Because for the first time in history, we have a monetary asset that’s also a payment network. Would be a shame not to use it to its full extent. Try convincing me otherwise.