Sam MacDonald
@SamuelPMacD
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Fund manager CCICapital | Head Analyst CCI Australia. Freelance travel writer in another life. Fix the money, fix the world #Bitcoin
Joined December 2017
The economic situation in China is fascinating Chinese Bond Yields suggest it is going through a hard wave of deflation (not inflation). This is where everything is getting cheaper with a glut of supply and lack of demand. Higher USD vs Yuan is also creating forced sellers of
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Not to be hokey or hippie, but heading into 2026, if I could give one piece of advice it’d be this, be as kind as you can, and give as much as you can. Life has a funny way of paying that back. I have experienced it countless times. There’s a line in Proverbs 11:25 that nails
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Advice to future parents, this - He nailed it. My oldest just turned three, and every day there’s some new line that either stops you in your tracks or has you doubled over laughing. It really is a peak experience, and it’s one you can’t afford to miss. It also makes you
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Crazy to think there is still 3 years left of Trump, before Vance is president.
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Long BTC / short SLV will be the equal weighted pair trade of the year in 2026 and possibly the trade of the decade. Mark it.
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Love how gold happens to outperform btc for a year… And all the usual btc haters (who are apparently now gold bugs) come out of woodwork to tell everyone btc isn’t digital gold. Let’s check trailing returns: 1yr - gold +70%, btc -12% 3yr - gold +146%, btc +418% So cliche.
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2026 prediction: bitcoin will outperform gold and silver.
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Just because AI is the most transformative technology we’ve seen yet doesn’t mean your low cap governance token on CMC pumps because of it. People have leaned absolutely zero these last 24 months
AI despite all the hype, is still being slept on. Under estimated. 2026 is the year where reality breaks, productivity 20xs and your only hope is going massive risk on. Biggest bull in risk assets in history.
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Well said
October 10 wasn’t just ugly – it exposed problems that still haven’t been fixed, which is why the market feels so bad even now. First, liquidity is still trash. Not “a little thin” – actually thin. Order books look fine until you need them. One real seller shows up and price
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Goes to show, even if you have the highest IQ in the world You can still be a rubbish investor
I stand with XRP. Period.
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Bitcoin’s Silent Countdown Has Started What if part of Bitcoin’s supply is already on borrowed time? Here’s the uncomfortable truth most investors aren’t talking about 👇 🔓 Around 20–30% of Bitcoin sits in lost or early wallets ⚛️ These wallets expose public keys on-chain 🧠
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Magnificent
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If you don’t understand why Napoleon is so revered. Read this. > Graduates military school at 16 > Ranked 42nd out of 58, considered average at best. > General at 26 after being promoted over 500 senior officers. After being in the field. > Conquers most of Europe before 35.
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Pious Bitcoin OGs sitting in their complacency would do well to understand this
Not sure if this needs to be said and I should not be on here on a Sunday but it should be pretty clear that no central banks or large sovereigns are going to take a serious interest in Bitcoin if there is even a hint of a quantum threat.
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Not sure if this needs to be said and I should not be on here on a Sunday but it should be pretty clear that no central banks or large sovereigns are going to take a serious interest in Bitcoin if there is even a hint of a quantum threat.
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This has been my exact thesis for some time. Contrarian wise, few expect a political shift that curbs demand drivers of shelter and foreign buyer capital into housing
> Bondi Islamic terrorist attack > Govt’s hand forced to tighten immigration > We stop letting anything with a pulse into our country > Population growth slows > Economy slows > Unemployment up > Propadee demand softens > Interest rates rise / don’t fall > House prices
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One really has to pause and consider what is taking shape in market structure. With sustained inflows into Bitcoin ETFs and accelerating institutional adoption across Wall Street, the asset is increasingly being intermediated and framed through the same channels that once defined
$IBIT is the only ETF on the 2025 Flow Leaderboard with a negative return for the year. CT's knee-jerk reaction is to whine about the return but the real takeaway is that is was 6th place DESPITE the negative return (Boomers putting on a HODL clinic). Even took in more than $GLD
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$IBIT is the only ETF on the 2025 Flow Leaderboard with a negative return for the year. CT's knee-jerk reaction is to whine about the return but the real takeaway is that is was 6th place DESPITE the negative return (Boomers putting on a HODL clinic). Even took in more than $GLD
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$MSTR has bottomed twice: 25-30 days before spot BTC in the ETF era. If $154 was it, then BTC puts in final low EOM Dec or it's already in. interesting to watch.
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