Portfolio Update – Weightings and What We’re Selling
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bitcoin
Portfolio Update – A Rumor on Two Names
Deep Knowledge Investing originally recommended buying Bitcoin and the Grayscale Bitcoin Trust ($GBTC) in late 2020 when Bitcoin was around half the current price. In June, when Blackrock, Fidelity, and several other huge institutional firms filed for Bitcoin ETFs (Exchange Traded Funds), we bought more $GBTC and re-recommended the position. Our thinking on that … Read more
Deep Knowledge Investing Featured on The Last Trade
I was pleased to be the guest host for last week’s episode of The Last Trade. We discussed Sovereign debt problems, the dangers of holding only fiat, gold, energy, and Bitcoin. Check it out here:
Big Institutional Firms File for Bitcoin ETF
This is an excerpt from the DKI July letter: When DKI recommended buying Bitcoin a couple of years ago at half the current price in dollars, part of our thesis was the coming institutional acceptance of the asset. We hypothesized that even small percentage allocations from firms managing trillions of dollars would overwhelm Bitcoin … Read more
Portfolio Update
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Two Quick Notes on Today’s Trading
Today, Federal Reserve Chairman, Jerome Powell spoke to Congress. In his remarks, Powell made it clear that the Fed is likely to hike rates again this year and that he is committed to reducing inflation to the 2% target. He also reiterated that despite the recent declines in the rate of inflation, it’s not even … Read more
The Reserve Currency Status is Going to Be a Problem
This post originally appeared on April 24, 2023. Introduction: DKI has been writing about the danger to the dollar as the world’s reserve currency for over a year and on more than a dozen occasions. From a piece we published earlier this month: Most notably, I gave an hour-long lecture at the Institute for World … Read more
Not Your Bitcoin Keys – Not Your Coins – What to Do
A couple of months ago, I posted a detailed thread showing you how to self-custody your Bitcoin. This is important due to (reasonable) declining trust in the exchanges. At the time, I put up a link on the blog, but for those of you who don’t use Twitter, the attached PDF has all the details … Read more
How to Self-Custody Bitcoin
At this point, most of you have read about the issues in the crypto-exchange world. We saw the collapse of the algorithmic stablecoins last spring which we addressed here. The big recent news is the sudden implosion of FTX, the failed exchange that is heading for bankruptcy and loss of most/all customer assets. People are … Read more
Recent and Upcoming Media Appearances
It’s been a busy few weeks for speaking engagements. For those of you who aren’t tired of the sound of my voice, here are links to some recent and upcoming events. Everything being discussed is fully explored first in the premium posts on this site, but everyone learns differently. I like to read. However, most … Read more
