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Ari Paul ⛓️
AriDavidPaul
Biggest thing to watch in the macro world is the 10 year treasury yield. All else equal, rising yields crush basically all risk asset prices, and imo, the single biggest
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We're probably entering (I think) a brief and minor correction now, but we're still in the midst of a violent bull run that will soon be more violent. Here's a
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This is an outdated "debate", but I'll give my high level simplified view on "altcoins." First, "altcoins" isn't a meaningfully category. You have security tokens like INX (launched by self-proclaimed
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My baseball analogy is causing some confusion since there's no consensus on how to categorize phases of a bull market or even where it starts. So let me throw out
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My concise (as I can make it) take on the gamestop short run: Impossible for regulators to prevent this or punish retail for it. All they can do is have
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I avoid politics on twitter. I don't attack GOP/republicans/conservatives as such-plenty are awesome people and awesome leaders. Criticizing a wannabe despot and calling out a bumbling coup attempt for what
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By “it” I meant the leap of crypto to its first mainstream period, where it’s somewhat widely adopted as a speculative asset in portfolios and BTC as a SoV in
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Here's my take on modern portfolio construction. This is very non-traditional, despite my background as a PM at an endowment, CFA, MBA etc. In this world of ongoing fiat depreciation
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For most of my life, I prided myself on being relatively disciplined. Good habits came easy. In the last few years, running a start-up and 24/7 markets made this far
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The most frequent question asked by new investors exploring bitcoin: "why should we be confident in the 21m coin limit? What stops people from changing that?" My most succinct but
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What billionaires are talking about: by most measures, inflation in the US (reported as CPI) has run at about 2% over the past 3 years. That average hides a huge
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Bitcoin’s price action makes me a little sad. At the end of this leg of the bull run (best guess 12-18 months), BTC will never again be as attractive an
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