Eight questions
The Holder
Time is the only edge you trust
You meet a new technology by deciding once. You read until you understand the mechanism, you buy or you build a position, and then you stop reading price charts for a year. Self-custody, cold storage and a savings plan are your instruments, patience is your strategy.
Worth knowing: Your blind spot is the thing you decided not to look at. Rules change, protocols fork, custodians fail. Set a calendar reminder to re-read your thesis twice a year, and check that the keys still open the door.
For your type
Where to go next
Tokens & Crypto
The halving cycle
The four-year clock
Every four years the new supply of bitcoin halves, and every four years somebody explains that this time the cycle is dead. The mechanism is real, the pattern is weaker than it looks, and the difference matters.
Markets
Gold and bitcoin
Two hedges that disagree about what they hedge
Gold went past 4,000 dollars an ounce and bitcoin past 120,000 in the same month. They are sold as the same trade. They are not, and 2020 to 2022 proved it.
Tokens & Crypto
Custody
Not your keys, and the other half of that sentence
Self-custody removes the risk that a company loses your coins and replaces it with the risk that you do. Choosing between them is the most consequential decision anyone in this market makes.
Tools
Tools for you
Buy the same amount every month
Savings Plan Simulator
See what a monthly purchase of a volatile asset does over years, under a return you choose, with fees, and with a pessimistic and an optimistic path beside the expected one..
OpenWhat inflation does to cash
Purchasing Power
What a sum of cash buys after years of inflation, and how the same sum would have fared in gold, a stock index or bitcoin under the returns you assume..
OpenCompounding rewards
Staking Yield
How many tokens a staked position earns over time at a given reward rate, how compounding frequency changes it, and what the position is worth if the price moves..
OpenBasics
Start with these
Wallets, keys and custody
A wallet does not hold coins. It holds the key that lets you move them, and losing that key is the same as losing the coins.
02What is the halving?
Every four years the reward for adding a Bitcoin block is cut in half. It is written in the code, everyone can see it coming, and it happens regardless of price.