Separate names with a comma.
Bitcoin could become the “currency of choice for international trade”, says Citi Citi looks at bitcoin as potential trade currency. Note this...
[MEDIA] If you're interesting in possibility to use bitcoin in lending, this is a good discussion. Banking functions are becoming replicated...
[MEDIA] This is the best discussion with Saylor that I've come across. Quite worth the 2.5 hour listen.
This video is helpful for understanding bitcoin. Presenter comes at it from mostly a computer science view point. [MEDIA]
No, not mining. More like AI as financial agents, micro-lending for example. When contracts a completely digital (from negotiating, consummating,...
Very nice. I'd love to read your thoughts on the company and its valuation.
Is anyone interested in discussing what bitcoin to could mean to Tesla's valuation or what Tesla will do with some 45k BTC? Tesla's acquisition...
Mule, you're the only one who gets bonus points for erratic psychotic rants. You have quite the gift!
[ATTACH] I'm willing to make my contribution.
I think one time I calculated that total area committed to parking lots in the US was enough to power the whole country with solar, or something...
Very true. There's an opportunity cost to everything. If I didn't put all this time, talent, materials and energy into yet one more solar module,...
I like how Tesla trades with market cap above $500B better than how it did around $50B. (In spite of the last couple of days.)
Originally, the Knight Templar was a religious order of knights with a mission to protect travelers on pilgrimage. Pilgrims would carry gold for...
Anything that is valuable to someone else can become valuable to me. "You like baseball cards? How you like this one?" You don't have to believe...
You're reading an awful lot into my perspective. I never claimed that cypto would save you from your government or somebody else's government. I...
I'd like to echo this, "There is no replacement." I don't believe any form of energy will play an analogous role has oil has. It has been a fair...
Here is a mock up example of a financial problem crypto tokens can solve, HELLO, MY NAME IS Henri MSELBENDE. BUSINESSMAN IN BENI DEMOCRATIC...
Crypto seems to hold forth the separation money and state. Politicians of course can be corrupted by any offering of a thing of value. Recent...
Fiat currency is a wonderful advance over any token backed by a commodity. Some economic thinkers point out that fiat is backed by taxation. That...
Per Musk [MEDIA]
How would gold itself be digitized? Would that be like gold fund where some entity hoard the physical stuff and issues tokens of "ownership"? I...
I feel that tension too. From the ethics side, I think there are serious problems with financializing any natural commodity. Consider how much...
Several good points in this video. Bitcoin as a bank: If I put $1B into a bank, that does not overvalue the bank by $1B. It just means that the...
Shorting Oil, Hedging Tesla I spend most of my TMC time on the Shorting Oil thread. Here is post where I try to connect bitcoin to some oil...
People who are pro bitcoin very well could be wrong about a lot of things. It remains a fascinating asset.
Inflation can kill off the value of bonds. If the Fed steps in to limit inflation and preserve the value of bond. These actions tighten up the...
Has anyone been thinking of diversifying their Tesla position with BTC? Here's a little experiment of holding a 50/50 portfolio of TSLA and GBTC...
I'm no longer convinced that commodities are an adequate store of value in a world where central banks and lending institutions can increase the...
[ATTACH]
Disney has been the happiest place in my portfolio lately.
Bitcoin, Cryptocurrency and Blockchain Discussion Thread Here are my basic observations. In the Short Oil thread, we have had substantial...
Lately I've been thinking a lot more about bitcoin. I've been posting in the bitcoin thread. But there are some topics that intersect with oil...
It is telling that Yellen speak of bitcoin as medium of exchange. That really underestimates the potential value bitcoin can hold. Also see this...
If you want some clue where Tesla is headed with bitcoin, I would recommend looking at what MicroStrategy is doing. The parable of the Argentinian...
I'm becoming increasingly persuaded that bitcoin will become a significant reserve asset class for corporate treasuries. This is set out well in...
Big Oil To See Production Peak In 2028 | OilPrice.com Interesting to see Rystad predict a production peak for oil and gas combined by oil majors...
Volkswagen Shares Jump After News Of Possible Porsche Listing | OilPrice.com VW is contemplating spinning off Porsche in an IPO. What do we make...
Tesla Model 3 Is Consumer Reports’ Top Pick For Electric Car | OilPrice.com Not bad to get a little positive attention from Consumer Reports (and...
WS: Tesla needs to do a capital raise? Elon: Hey, no, we're good. WS: C'mon, Elon. Here's $5B. Take it. Elon: Oh, okay. WS: What?! You bought...
Is This Oil Rally The Start Of Something Much Bigger? | OilPrice.com Here's some more about the "supercycle" thesis. Specifically, stimulus...
So what I'm gathering is that in 2020 US EV sales reached 2.3% market share. Tesla contributed 62% of EVs, or 79% of BEVs. This leaves Tesla with...
$100 Oil: Big Banks Believe A New Oil Supercycle Is Beginning | OilPrice.com We should probably debate whether another "supercycle" is coming for...
Hmm, I wonder if Tesla could just issue Tesla coins as dividends to the stock. Shorts would have to buy Tesla coins at whatever the going rate is...
Latest musings on hydrogen... The existing hydrogen market is about 70 million tonnes per year. I've heard conflicting reports on how much...
Looks like Fed has the economy on life support.
I'm glad you noticed the difference. I wasn't going to make a fuss over it. It seems you have a strong interest in data visualization. Are you a...
If he had just taken some profits and trimmed back his position 10% or 20%, I think that would have been understandable. When you completely sell...
Given that you are breaking down the supply by OEM and supplier, you may want to consider a mosaic chart...
Boring Car Stocks Have Suddenly Become Wall Street Favorites | OilPrice.com Author takes cheap a shot about YTD stock prices, but there is some...