Mark W. Yusko - Two Point One Quadrillion
@MarkYusko
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Founder, CEO & CIO of Morgan Creek Capital; Alternative Thinking About Investments Managing Partner of Morgan Creek Digital; Bitcoin Edge OCM
Chapel Hill, NC
Joined February 2011
The greatest wealth is created by being an early investor in #Innovation Making that investment requires believing in something before the majority of people understand it You will be mocked, ridiculed & criticized for your non-consensus action It is absolutely worth it!
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Little Things = Edge
A Reflection on the Little Things (Why we're moving to Boston) You're going to see your parents 15 more times before they die. In 2021, that simple statement, which later became the opening line of my book, changed my life. My wife and I were living in California at the time,
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Buy And HODL * and use ARCH for liquidity
You’ve been HODLing for years. You believe in Bitcoin’s long-term future. But now, you need liquidity. Maybe it’s time to invest in your next venture. Maybe you’re planning to take a vacation or buy a house. Or maybe you just want to enjoy your $BTC investment. Here’s the
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Join Us 🧡
The 3rd annual Bitcoin Investor Week is returning to NYC on February 9th - 13th. This is the largest gathering of serious bitcoin investors in the world. 2,500+ people are expected this year. Speakers include: @JanvanEck3
@LynAldenContact
@dgt10011
@Scaramucci
@ColeMacro
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Truth
@JasonBotterill3 Dear citizen, please scan your retina to access the daily content curated for your intellectual and ideological improvement for today
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Epic
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Facts > Hype
If this Karpathy interview doesn't pop the ai bubble, nothing will. 10 brutal quotes: 1. LLMs don’t work yet They don’t have enough intelligence, they’re not multimodal enough, they can’t use computers, and they don’t remember what you tell them. They’re cognitively lacking.
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Math Is Hard Bubble Trouble
BREAKING: OpenAI is now the world’s most valuable private company, valued at $500 billion. This is 3.5 times higher than Spotify’s, $SPOT, market value of $144 billion, and almost equal to Netflix’s, $NFLX, at ~$520 billion. OpenAI estimates its annual revenue would reach $13
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Probably A Fad 🧡🚀
🚨FED OPENS DOOR TO CRYPTO BANKING 🇺🇸Governor Chris Waller announces the central bank is proposing a new “limited-access” or “skinny” master account that would give legally eligible institutions direct access to the Fed’s payment rails - without relying on partner banks. This
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Not Avoiding = Edge
The older I get, the more I realize you can get pretty damn far in life by just doing what most people avoid. Wake up early. Focus deeply. Move your body. Eat real foods. Obsess over one thing. Read old books. Be present. Have difficult conversations. The recipe for a good life.
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Casinonomics
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Value Matters Price Is A Liar
Bitcoin Cycles driven by interest rates not halvings. Interest rates still too high, but QE coming. Addresses/Metcalfe's Law is how Bitcoin is valued. This trend is up. There is no bubble. All dips temporary, we eventually go higher. “If you don't believe me or don't get it, I
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