by rosswcalvin | Nov 2, 2023 | Uncategorized
Off of a 5,000 year low in interest rates, a mean reversion is underway. Tangibles are being revalued over credit. The US dollar funding markets will likely never again be able to price risk correctly as a consequence of a debt saturation greater than any other period...
by rosswcalvin | Oct 31, 2023 | Bitcoin, Geopolitics, Global Macro, Investment
“A workshop is better than a thousand warlike demonstrations.” – Sir Henry Rawlinson The aim expand the technology housing around commodity production to make it safe for bitcoinization also requires integrated telecommunications, IoT, automated machinery,...
by rosswcalvin | Oct 30, 2023 | Bitcoin, Geopolitics, Global Macro, Investment
Monetary Technology Upgrade What lies at the nexus of a global commodities super cycle, a progressive collateral shortage, upgrades in the eurodollar system and global payment rails, bitcoin mining and the need for freedom-forward technology solutions? A...
by rosswcalvin | Oct 29, 2023 | Bitcoin, Geopolitics, Global Macro, Investment
Bitcoinizing The Petrodollar We are at a biophysical inflection point where the real value of energy rises drastically against falling real value of debt. The value of watts and atoms reclaim their rightful position against the products of debt merchants. The geology...
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...
