Venture: Japan Internet
Semiconductor stocks are seemingly the only game in town, driven by booming chip prices, in the scramble to generate compute.
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The Church and the Casino
The market always feels like a church with a casino attached. People can move between the church and the casino.
Venture: Portfolio and Track Record
I have decided that the time has come to express the performance of ByteTree Venture as a portfolio. That means not just buy and sell prices with dividends, but also weights.
BOLD
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Bitcoin Leads the Rally
Bitcoin has led global equities in April and has proved resilient in a haphazard market environment.
The Value in Values
This recommendation has an impressive and enduring culture, layered into one of the world's best business models.
Tudor Jones: “Bitcoin is, unequivocally, the best inflation hedge”
The point investors seem to be forgetting is that Bitcoin has beaten everything and is poised to do so again.
