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Philosophical question. Given the increased pace of innovation and change vs 20, 30, 40 yrs ago. Is it even possible to value a 30yr fiat asset. AI, robotics, quantum, bitcoin etc. Explosion of exponentiality. Finance untethered. Must own what's in short supply. Bitcoin.
Philosophical question.

Given the increased pace of innovation and change vs 20, 30, 40 yrs ago.

Is it even possible to value a 30yr fiat asset.

AI, robotics, quantum, bitcoin etc.

Explosion of exponentiality.

Finance untethered.

Must own what's in short supply.

Bitcoin.
Quietly...and off the radar... the Japanese long bond yields are going parabolic. Time to watch Japan. Unsustainable deficits have been the norm for 30yrs... Now a problem. Implies more yen strength vs usd. 140 break goes to 120 pronto. Very bullish gold and bitcoin. 🚀
Quietly...and off the radar...

the Japanese long bond yields are going parabolic.

Time to watch Japan.

Unsustainable deficits have been the norm for 30yrs...

Now a problem.

Implies more yen strength vs usd. 140 break goes to 120 pronto.

Very bullish gold and bitcoin.

🚀
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