Cogent investment views on digital assets, macro, and derivatives. BTC Maxi. My investment philosophy centers around deep fundamentals, impactful narratives, and Austrian economics. Time horizon is the primary dividing factor for investment research. Long-horizon research will focus on digital assets, macro, and general value opportunities. Emphasis is placed on a global, long-run macro view as the basis for these investment considerations. Short-horizon research will focus on options and volatility for income generation and hedging.Personally, I do business development and communications for a decentralized finance (DeFi) startup that brings capital efficient spot and derivatives trading to crypto. I have a few years of investing experience, a strong finance and economics background, and working proficiency in Python programming.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of BTC-USD, FBTC, MSTR, IBIT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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