Unpopular opinions:
1. I like bitcoin
2. Fiat currencies are a problem
3. Bitcoin treasury stocks should trade at a discount.
4. Digital credit is actually perpetual preferred equity.
5. Perpetual fixed $ equity claims are bad investments.
6. Never lend fiat forever.
Ribeye inflation index has a big print. New price $37.99/lb. 17% inflation annualized from October. 18.5% annualized since last June. 90% cumulative since 2020. 11.0% compounded annually over 6+ years. Same ribeye, same store. High rates? Don't care. Bitcoin is the only way out!