by rosswcalvin | Oct 28, 2023 | Bitcoin, Geopolitics, Global Macro, Investment
The Aperture of Uncertainty Undercollateralization of Commodities Markets The single most important driver of bitcoin demand we believe will be large sovereign funds responding to the eurodollar and US Treasury markets trending in a direction of far less stability...
by rosswcalvin | Oct 27, 2023 | Bitcoin, Geopolitics, Global Macro, Investment
SILENT DEPRESSION Debt Spiral and Breakdown of the American Way Financial markets are in a vicious cycle. Interest on the national debt is now too large to service. More borrowing is required to pay more interest, and more inflation is required in order to borrow. In...
by rosswcalvin | Sep 15, 2023 | Bitcoin, Prometheism
The Great Divide All of animal nature is divided in two – those who are naturally herd animals and those who are loners, sheep and cows, or hawks and wolves. This divide physically and psychologically runs through humankind as well. Some choose the fearful and...
by rosswcalvin | Jun 20, 2023 | Bitcoin, Prometheism
“In the eyes of dialectical philosophy, nothing is established for all times, nothing is absolute or sacred.” -Marx We live in the midst of a dangerously false dialectic, funneled into choosing between alternatives that are in fact fundamentally...
by rosswcalvin | May 25, 2023 | Bitcoin, Investment
Bitcoin mining is capital intensive. However, capital allocation approaches driven by a direct comparison between the higher average total cost of mining vs. lower average total cost of traditional software development reflect incorrect thinking about the respective...
