Digital Assets
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The Strategic Bitcoin Reserve – Ignore the Noise
“The EO strategic reserve is singularly the most attributable, political, public facing entity that no sensible politician will risk their career on a move that could backfire spectacularly when it comes to actual action, not just words. Just take a minute and think about it, and recognize that this is just pure political survival instinct.…
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Strong Opinions, Loosely Held: Liquidity and Markets
Most of my public posts to date have centred around climate finance and the energy transition. But few also know, I have been an avid investor for ~15 years. Like many, my journey began with value investing. The Intelligent Investor, Little Book of Common Sense, One Up on Wall Street, A Random Walk Down Wall…

