Investment Strategy
Originally published: November 2021 I've been asked a number of times for an update for my views on Ethereum since my January 2021 article on the topic, which received over a quarter million reads. In that prior article, I described Ethereum, explained areas where I was bullish, but also expressed my fundamental concerns with it. The overall … [Read more...]
Originally published: August 2021, updated January 2023 Bitcoin’s energy usage has been in the news for years. It’s often criticized for using too much energy, or not making efficient use of its energy, or in extreme cases, being an outright climate/energy disaster. For example, back in December 2017, Newsweek ran a piece called, “Bitcoin … [Read more...]
Update June 2022: After over a year of hosting with Compass Mining and being mostly satisfied during that time, a lot of recent issues at Compass have come to light involving billing problems, slow support times, and non-transparent business practices. While I still have my machines hosted there, I do not at this time recommend using Compass … [Read more...]
Originally published: June 2021 Most asset classes have some degree of controversy. Investors will debate endlessly regarding whether a stock is overvalued, whether bond yields make sense for the current environment, to what extent oil will be used two decades in the future, and so forth. But few asset classes are quite as controversial as … [Read more...]
Originally published: March 2021 Over the past decade, the bitcoin network has been the most secure public blockchain. This is because it has by far the highest market capitalization and hash rate in the asset class, along with customized hardware required to mine it, meaning that the cost for a potential attacker to try to control 51% of the … [Read more...]