Good Sunday morning to you,
I posted this chart on X on Thursday, and lo and behold, bitcoin is making one of its moves. Enjoy the ride.
The UK bitcoin treasury companies have not reacted much to the breakout. No surprise, the frenzy of last month is still being unwound.
However, in the US, they are moving a bit. Both Strategy (MSTR) and Semler Scientific (SMLR) have had strong weeks, which is good for the portfolio, though I expected more on Friday with the breakout.
I was in the Czech Republic last month for BTC Prague, and my presentations have just been uploaded, so I thought I’d share them with you today for your Sunday thought piece.
I ended up doing two presentations. I think you will find both interesting, even if bitcoin is not your thing.
The first - the one I went there to do - was called The Future of Work, Tax and Money. I always call my presentations that because it gives me leave to talk about anything. The second I put together at the last minute after somebody dropped out.
Anyway, here is the first. Apologies for the swear word at the beginning. I had just sprinted a long distance cos I was late for the gig. It gets much better after that I promise.
And here is the more impromptu second
As always, please like, share, all that stuff. It helps a lot.
Until next time
Dominic
And, ICYMI, here is this week’s commentary - on gold.
Great presentation and to be fair they were a tough crowd so the comment was fair enough - either engage or get out and enjoy the fine Check pilsner!
Worth including $MARA and $RIOT in BTC treasury companies as they hold 50,000 and 19,273 BTC respectively.