Rational Active Allocation - Update (Feb 2025)
From the archive (21 Feb 2010)
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.
Rational Active Allocation - Update (Jan 2025)
After the “Trump inauguration euphoria” the market has entered into range bound mode.
We are still targeting higher for $BTC and assessing the best opportunity to enter.