Investment Strategy
July 15, 2026 The rest of the team at Ego Death Capital and I have partnered with Adrian Steckel and Ruben Zweiban to launch ORANGE JUICE. It's a company that acquires, improves, and permanently holds cash-flowing businesses, backed by a bitcoin treasury. More specifically, ORANGE JUICE seeks to acquire profitable small and mid-sized … [Read more...]
My new sci fi thriller, The Stolguard Incident, is now available! It can be purchased in print, ebook, or audio versions on Amazon here. You can also find the print version on Barnes & Noble here, or you may be able to ask your local bookstore to order it for you. Premise: In the late 21st century, society is more fractured than … [Read more...]
Banks work in ways that are unintuitive for a lot of people. And yet, understanding the banking system as a whole is really helpful for investing, because having a grasp of how the banking system is functioning helps you determine whether you should expect monetary inflation or disinflation, and whether the risks of widespread financial crisis … [Read more...]
December 2025 For many years now, I've been bullish on bitcoin, and continue to be, but have not extended that view toward any other cryptocurrency. That decision continues to hold up well. Since I first recommended it in April 2020, it has gone from $6,900 to $126,000, and is currently back down to around $85,000. CoinMarketCap identifies … [Read more...]
Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the follow-on adoption by others was slow. However, after yet another cycle of bear market and bull market activity, as well as … [Read more...]