It's 2032
You wake up next to your beautiful wife
Quick dive into the Aegean before pulling a doppio from the La Marzocco
The sun dries the salt water on your skin as you lay on the teak deck
You sip your espresso and you ask yourself... How did I get here?
What you do today in 2026 determines the answer
I always had big dreams.
I wanted to provide my family with a top class standard of living.
But I never wanted to work in an office.
I wanted control over my time.
I didn't want a boss.
And I wanted to be wealthy while I still had my peak health.
Many would call those unrealistic goals
And on the default path they definitely are.
But by setting those filters I quickly realized that the only way to make that happen was to
- own equity in my work (be the founder)
- apply maximum leverage (code, posting online, etc.)
- focus on multi-bagger investments
Ask and ye shall receive
Let yourself dream, create a vivid image of the life you want, and then ask if the path you're on gets you there
If not, switch to a path that gets you there
There's never been a better time to reinvent yourself
And there's never been more opportunity for those who seek it
Be grateful to past you for all the blessings you enjoy today
And be generous to future you by choosing a path that makes your time on this earth memorable
I'll be on that yacht 6 years from now.
Follow me and we'll do it together.
One asymmetric opportunity at a time.
35 years into this game
when I look back, most of my work and decisions went nowhere
I owe my dream life to a handful of asymmetric bets:
- asking out the French exchange student in high school
- learning to code in 2009
- dropping out of uni to pursue my startup
- going all-in Bitcoin in March 2020
those four decisions shaped most of my life
I missed so many opportunities.
some that were served up on a silver platter.
but that's the beautiful thing about asymmetric bets - you only need one to completely change your trajectory
so how often are you actually looking for them?
not the default path.
not the safest options.
the ones with limited downside and massive upside
they're often hiding behind exaggerated downside
you think they're riskier than they are
you fear the judgement of pursuing them, or failing to succeed
nobody actually cares though
its your life. take swings.
the guy who strikes out is still closer to hitting a home run than the heckler in the bleachers
time speeds up after 35 years
it's made me more ruthless about where I allocate my time and capital.
forced me into a barbell strategy for life
I'm either squeezing the most I can out of this pre-ASI moment - real world maxxing somewhere beautiful with lovely people- or I'm allocating time/capital to the most asymmetric bets I can find.
zero mediocre middle
Bitcoin up 42% in the past three months while the US 10 year yield breaks out of a 3 year range.
Time to pay attention ✍🏼
WW3, rate hikes, US10Y 5%
Meanwhile some of the fastest growing companies already 20-40% off their highs
Bitcoin surging away from the 50 week EMA...
Conditions are ripe for a face-melting Uptober
Buying.
Then pulling a flat white out of the La Marzocco and throwing some sandbags around the garden.
Bateau
Soaking up September sun under the olive trees
after a 5K ski erg and cold plunge
while my army of AI super-geniuses works on one of my products
Doomers down bad, the future is incredible
Harness digital labor in your favor, and spend time enjoying the simple analog pleasures of the real world.
Thrive
50 week EMA holding as support.
Opportunity line in the screaming buy zone.
Infinite Bessent Bucks on the way to prop up debt markets
"If you don't believe it or don't get it, I don't have the time to try to convince you, sorry."
Gm Captain.
Never forget you're steering your ship whether you know it or not
You turn the rudder with your decisions
Doesn't mean there won't be icebergs in your chosen path
And the Titanic turns slowly at first
But you're the captain.
Never surrender to mere chance 🫡
The same system that helped me sell Bitcoin at $110K just printed its fourth ever buy signal.
Previous returns after buy signal:
Nov 2015 → Dec 2017 +3,650.6%
May 2019 → Apr 2021 +706.3%
Jun 2023 → Oct 2025 +254.9%
August 2026 → ?
So how am I thinking about this?
Zero FOMO ever.
First because opportunity is everywhere.
And second, because every previous buy signal eventually revisited the signal price within 11 months.
If you bought the buy signal in 2019 you had to watch a 99% gain evaporate AND hold through the March 2020 Covid plunge.
So this signal isn't saying "buy now and enjoy up-only price action"
It's saying
"this should be a very good price within 2 years"
You definitely aren't buying a top here.
Personally I see a buy signal and the opportunity line deep in the green so I'm redeploying into Bitcoin for the first time since I sold at $110K last year.
Not all at once.
But a quarter of the cash that I have earmarked for BTC will be deployed into IBIT this week.
And if we close a weekly higher high beyond $82.5K I'll deploy some more.
What's the thesis?
It arrived last week.
Scott Bessent made it clear the US Treasury will do whatever it takes to cap long term bond yields.
Janet Yellen did something similar in October 2023.
She started selling more short term T-Bills instead of long term bonds to keep yields from going up.
Bitcoin and Gold went up-only after that moment.
And it appears Bessent relit the "debasement trade" last week.
Bitcoin and Gold have been taking a breather over the last 8-10 months while everything else has been pumping.
Which means they are fairly priced relative to most other assets worth owning.
But the way they reacted to Bessent's actions should make everyone pay attention.
Rising in tandem with long term bond yields is a sign that the market believes the US will be forced to aggressively intervene in bond markets
(i.e. prints loads of money out of thin air to prevent a bond market collapse)
They will always come up with clever ways of hiding what they are doing to so the general public doesn't think about it too much
But some smart money sniffed it out last week.
This post is already too long.
But I'll say one last thing.
Because FOMO is a harmful emotion and I don't want anyone's judgement to be clouded by it:
There are assets that have greatly outperformed BTC over the past 5+ years with fewer soul-crushing downturns.
Go look at NVDA, Cameco, Wheaton Precious, etc.
Opportunity. Is. Everywhere.
The early days of Bitcoin brought absolutely insane returns.
And that has turned it into an asset capable of dominating people's attention.
It's the only finite digital bearer asset.
It's unique.
But if it goes where we know it can go if it fulfills its promise ($5 million+) then you probably don't need as much of it as you think.
The best place to focus your hopes and dreams is on something that's in your control.
Work to make other people's lives better, save some profits in Bitcoin (and gold), invest in the obvious future (AI, robotics, etc.) and your life will be a non-stop bull market.
Having said that, good times appear to be here again for hard money folks.
So let's have some fun 🫡










