bitcoin
Weekly Points – April 25th, 2025 – 5 Things to Know in Investing This Week – The Correlation Issue
For the past few years, we’ve all heard that Bitcoin is just a high-beta proxy for the NASDAQ. It seemed to make sense, but what does the data say? We look at whether Bitcoin and gold are really uncorrelated assets. Investors have been complaining that the dollar is falling. DKI thinks that depends on your … Read more
Weekly Points – March 7th, 2025 – 5 Things to Know in Investing This Week – The Crash Stocks to Save Bonds Issue
This week, we got news on the new national crypto strategic reserve that first spiked the dollar price of some coins, then crashed them. The details now indicate the Bitcoin can only be bought if it doesn’t cost the taxpayer anything. It’s not clear what those circumstances might be. As DKI wrote in January, it’s … Read more
I Think They’re Aiming at China
I’m getting a lot of questions and seeing a lot of discussion about why President Trump is about to enact 25% tariffs on Mexico and Canada early next week. Government officials from both countries say that at this point, they aren’t completely sure what they’d need to do to be in compliance with the wishes … Read more
Weekly Points – January 24th, 2025 – 5 Things to Know in Investing This Week – The Dollar, Gold, and Crypto Issue
President Trump took office and immediately created excitement, new policies, and uncertainty that affects the dollar, corporate trade, the future of technology, gold, Bitcoin and other digital assets. We’ll address some of these topics in this issue and come back to others in next week’s 5 Things. Goldman Sachs enters a debate DKI has been … Read more
Weekly Points – January 17th, 2024 – 5 Things to Know in Investing This Week – The Treasury Yield and Bitcoin Issue
This week, Bitcoin dove and then came roaring back above the $100k mark. We think people who believe higher Treasury yields will crash Bitcoin are correct in the short-term, but are missing the big picture regarding the reason for higher yields. Confusing? Don’t worry: We explain. DKI also believes quantum computing could be a cryptography … Read more