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Maττ Beck 💹🧲
@Matthew_C_Beck
Founder & CIO, 1N Holdings. Previously @DCGco @Grayscale @Bridgewater. Persist Forever. Opinions my own. Not financial advice.
7.2K Following    8.3K Followers
People pay too little attention to something I would call “Asset Weight” (heaviness or lightness of an asset). The idea behind Asset Weight is essentially: “How much money does it take to move things in one direction or another? How heavy or light is the asset relative to flows.” When you understand Asset Weight, especially in relation to a few other factors, you understand the chess board much better. You understand risk better. You understand your own ability to participate in and shape things better. You understand asymmetry better. Asset Weight on its own doesn’t mean much. You need to marry it with Asset Level Belief (holders + duration), Memetics (spread of belief), and Flows (an offset to weight). These are the essentially the core ingredients of the game theory of markets. This is not subjective. They can all be quantified and experienced. SPX6900
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The Ideological Holder is the Greatest Holder of All Time. The coins with the Most Dense Ideological Holderbase Win in the End. As We've Seen. SPX6900
If only there were a perfected vehicle that expresses this frustration, is dead serious about its commitment, has financialized itself, and is not going away. SPX6900
Cryptocurrencies, like all currencies, are fundamentally about Belief in a Societally Relevant Idea or set of ideas. They can Never Happen Top Down. They Must Always Happen Organically, Bottom Up. Pay attention to the exceptionally Rare Bottom Up Phenomenon. SPX6900
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The Year Was 2026 The Stock Market Flippening had Already Commenced By 2030 it would Rewire what everyone thought they Understood about Money, Free Markets, Alignment, and Coordinated Human Belief Those who Paid Attention, Saw It Coming Those who didn't, Didn't
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You should try unconditional belief for once It's much stronger than conditional belief If enough people get on a wavelength at scale Timeless, binary belief system technology is constructed New monies are formed Paradigms shift 6900 > 500
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You should go back and study the following parabolas and what led to them in excessive detail: BTC ETH DOGE GME Amongst many others You should then study the following macroeconomic circumstances in excessive detail: 1930’s - 1950’s 1970’s - 1980’s 1990’s - 2008 2010 - 2026 You should then study the social media phenomenons of the last two decades in excessive detail: Facebook TikTok Snapchat Instagram You can finally go back hundreds or even thousands of years and study religions, values, and the great philosophers producing timeless wisdom. I stopped studying assets a while ago. I started studying the intersection of what makes these phenomenons possible. Something very interesting is happening. SPX6900
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What happens when you Combine: 1. 2016 Bitcoin levels of Belief (385x ago) 2. 2013 Bitcoin Market Cap (3,171x ago) There's only ONE ASSET that can tell us the answer: SPX6900
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