Jeff Park
@dgt10011
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CIO @ ProCap. @BitwiseInvest advisor. Radical Portfolio Theory™ CIO. Riverian purveyor of exotic goods & esoteric services. ex-@morganstanley @stanford. NFA
NYC
Joined March 2009
If you’re bookmarking one investment guide for the decades to come, make it this one. Five minutes to rewire your mindset—and you’ll never see investing the same again. Revisit after the election; it’ll hit even harder. Here’s the grand finale: Part III: The Radical Portfolio
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As part of our annual commitment to support Bitcoin open-source developers, Bitwise is proud to donate $233,000 to support the unsung heroes maintaining and securing the Bitcoin network. This year marked significant growth for the Bitwise Bitcoin ETF ($BITB), making this
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people are not quite realizing yet but this is-by far-the biggest win the crypto industrys ideological believers has ever had i would argue since the birth of bitcoin. this is "Institutional adoption at the Infrastructure layer" that will drive crypto mainstream watch this space
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The fed granting 'skinny master account' to kraken is a huge deal it signals there is finally an opening to build a non-deposit banking business that isnt fundamentally tied to lending ie fractional reserve banking its redrawing the architecture of modern finance as we know it
heres the real reason why regulators/banks dont want to let stablecoins pass yield- it destroys fractional reserve banking as a system consider the unspoken truth that "narrow banking" is practically illegal in the US. no entrants who wanted to run a 100% deposit only business
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This take-and yes dalio too-fundamentally fails to understand why central banks are broken and why they need bitcoin In an age where there is growing distrust everywhere, the only way - and i really mean the ONLY way- to fix the system is to build trust with radical transparency
BREAKING: 🇺🇸 BILLIONAIRE CHAMATH PALIHAPITIYA JUST DROPPED A MASSIVE WARNING AGAINST BITCOIN: “THERE’S A STRUCTURAL FLAW IN BITCOIN.” “BITCOIN LACKS FUNGIBILITY AND PRIVACY.” “IT CAN NEVER BE A HOLDING OF A CENTRAL BANK.”
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Jamie Dimon: if you want to be a bank, be a bank Kraken: challenge accepted
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People keep asking, “Why not stablecoins”? The most obvious explanation is actually quite simple: stablecoins can be frozen, Bitcoin can’t
🇺🇸 New Study from BPI: Frontier AI agents prefer bitcoin over stablecoins and other forms of money. BPI tested 36 models over 9000+ conversations, and the AIs overwhelmingly chose to use Bitcoin for their economic activity.
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*CIRCUIT BREAKER TRIGGERED AFTER S. KOREA'S KOSDAQ PLUNGES 8% Where did you think all those crypto flows ended up
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heres the real reason why regulators/banks dont want to let stablecoins pass yield- it destroys fractional reserve banking as a system consider the unspoken truth that "narrow banking" is practically illegal in the US. no entrants who wanted to run a 100% deposit only business
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AI conversations have become a powerful social tool to discern who you should work with and who you shouldn’t- Always bet on high agency people Always bet on optimism Always bet on yourself You may not know the future, but you better believe you can make a dent in the universe
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Why I’m so bullish on the era of the Radical Fed Chairman: Most technicians aren’t technologists. But Kevin Warsh is both. 👇
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People keep asking, “Why not stablecoins”? The most obvious explanation is actually quite simple: stablecoins can be frozen, Bitcoin can’t
🇺🇸 New Study from BPI: Frontier AI agents prefer bitcoin over stablecoins and other forms of money. BPI tested 36 models over 9000+ conversations, and the AIs overwhelmingly chose to use Bitcoin for their economic activity.
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Turns out private credit is lettuce credit Who would have thought
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@DavidFBailey the reason is ultimately no different than why zombie companies that are trading below cash value (ie. cash > equity) don't ever do share buybacks. it signals a death spiral that enriches current but not future shareholders. in almost all cases, better to do a dissolution and
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Incredible time to re-read this piece I wrote last year as 1) geopolitics accelerate (need borderless capital) 2) AI accelerates (need agent capital) 3) culture accelerates (need belief capital) The era of Ideological Investing is just beginning, and Bitcoin is the rf rate
If you’re still investing like Benjamin Graham in 2025, you’re already losing. The Intelligent Investor is dead. Read this to understand how the Ideological Investor is redefining value in the 21st century through geopolitics, AI, and culture. TLDR: Bitcoin is deep value.
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"a banned book is always a good book" if you havent yet encountered 'persepolis' (banned in iran), its a very good week to discover it
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SUPERPOSITIONED: QUANTUM SITUATIONAL AWARENESS While everyone watches AI, quantum crossed a threshold in 2025 thought impossible 30 years ago. Yet, no analysis exists covering the breakthroughs, the money, the key players, and what's next. Until now. (Link in next tweet).
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