Education
Bobo
Money or Currency: Why it Matters

For most of us, the terms "money" and "currency" are interchangeable. And in day-to-day life, that's perfectly fine. But understanding the difference between the two is becoming increasingly important, especially as Bitcoin gains traction. This isn’t just semantics; it has huge implications for how we think about finance, policy, and the future of money.

Money or Currency: Why it Matters
News
Bobo
The Unwinding

The current state of the global economy is a complex and intriguing topic. Here are a few key points to consider:

  • The US dollar has been the world reserve currency since the end of World War II

  • The US has been running a persistent trade deficit, importing goods and services from other countries in exchange for dollars

  • Countries like China have been running large trade surpluses, but have been investing their profits in US assets rather than their own economy

  • The global monetary system is facing a crisis, with many experts predicting a significant shift in the way money is valued and traded

The Unwinding
Education
Bobo
Thoughts on Mindset and Learning

A summary of the the various factors that contribute to individuals feeling ensnared in what can be aptly described as "The Matrix."

This phenomenon often leads people to conform, submit, and obey societal norms and expectations without fully realizing the implications of their actions.

Thoughts on Mindset and Learning
Education, From the Archive
Bobo
From the archive (21 Feb 2010)

Words of wisdom quoted on this day in history …

From the archive (21 Feb 2010)
News
Bobo
Auditing Reserves

I am writing to connect with you and discuss a thought-provoking comparison that has recently caught my attention.

The comparison revolves around the gold reserves held in Fort Knox (or any nation state for that matter), with growing concerns over the apparent absence of recent audits, as opposed to the unique transparency offered by Bitcoin.

Auditing Reserves

2025-Q2

Rational Active Allocation - Update (Apr 2025)

Rational Active Allocation - Update (Apr 2025)

In summary:

• Bitcoin's market is volatile, with typical price swings around 5% influenced by sentiment and economic factors.

• Weekend trading is thinner, affecting price movements due to lower liquidity among investors.

• Blackrock's Bitcoin purchases help stabilize the market, attracting more stable ETF buyers.

• Regulatory improvements and potential ETF approvals may legitimize Bitcoin, reducing risks for institutional investors.

• Current market conditions suggest it may be a good time to invest in Bitcoin amid ongoing fluctuations.

Looking for great free content, subscribe to our newsletter

Recent Blogs
Money or Currency: Why it Matters
Money or Currency: Why it Matters
The Unwinding
The Unwinding
Bitcoin Pizza Day - 22 May ($1 Billion) - Update
Bitcoin Pizza Day - 22 May ($1 Billion) - Update
Rational Active Allocation - Update (Apr 2025)
Rational Active Allocation - Update (Apr 2025)
Thoughts on Mindset and Learning
Thoughts on Mindset and Learning
Rational Active Allocation - Update (Feb 2025)
Rational Active Allocation - Update (Feb 2025)
From the archive (21 Feb 2010)
From the archive (21 Feb 2010)
Auditing Reserves
Auditing Reserves
Rational Active Allocation - Update (Jan 2025)
Rational Active Allocation - Update (Jan 2025)
From the archive (8 Nov 2008)
From the archive (8 Nov 2008)
Rational Active Allocation - Update (Oct 2024)
Rational Active Allocation - Update (Oct 2024)
Rational Active Allocation - Update (Sep 2024)
Rational Active Allocation - Update (Sep 2024)
Liquidity is everything!
Liquidity is everything!
Rational Active Allocation - Update (July 2024)
Rational Active Allocation - Update (July 2024)
Rational Active Allocation - Update (May 2024)
Rational Active Allocation - Update (May 2024)
Rational Active Allocation - Update (Apr 2024)
Rational Active Allocation - Update (Apr 2024)
Self Custody (MultiSig) - PART 3
Self Custody (MultiSig) - PART 3
Block 836361 - Immortalised
Block 836361 - Immortalised
Self Custody (SingleSig) - PART 2
Self Custody (SingleSig) - PART 2
Rational Active Allocation - Update (Mar 2024)
Rational Active Allocation - Update (Mar 2024)
Self Custody and Paper ETFs - PART 1
Self Custody and Paper ETFs - PART 1
Rational Active Allocation - Update (Feb 2024)
Rational Active Allocation - Update (Feb 2024)
From the archive (11 Feb 2009)
From the archive (11 Feb 2009)
Rational Active Allocation - Update (Jan 2024)
Rational Active Allocation - Update (Jan 2024)
From the archive (18 Dec 2013)
From the archive (18 Dec 2013)
Rational Active Allocation - Update (Dec 2023)
Rational Active Allocation - Update (Dec 2023)
Rational Active Allocation - Update (Nov 2023)
Rational Active Allocation - Update (Nov 2023)
Rational Active Allocation - Update (Oct 2023)
Rational Active Allocation - Update (Oct 2023)
Rational Active Allocation - Update (Sep 2023)
Rational Active Allocation - Update (Sep 2023)
Rational Active Allocation - Update (Aug 2023)
Rational Active Allocation - Update (Aug 2023)