on BTC, Crypto, and the year 2025.

Time to PIVOT

BTC was the subject of my second only thesis (in the last 30 years), and has been central to the creation of my wealth over the last decade. Those who have followed my missives over the years know that sometimes I will post what I think are "high probability" trades, other times, I will post inflection points ("The Wall"), but sometimes, and this does n…