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Joe Weisenthal Profile picture
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24 Dec, 4 tweets, 2 min read
The new Odd Lots is out and it’s a Christmas gift to Bitcoin Twitter...

@tracyalloway and I finally had on @michael_saylor, the CEO of $MSTR, who over the course of 2020, turned his software company into an almost pure Bitcoin play bloomberg.com/news/articles/…
We talked about

- what the heck is $MSTR
- How his employees feel about having their fate now tied to Bitcoin
- his view on the USD, Fed, and inflation statistics
- why people lent $MSTR money to buy Bitcoin
- What he’ll do if it hits $100k
On that last point, with the interview, @tracyalloway and I have secured I our invites to @michael_saylor’s yacht party
Anyway. Bitcoiners, thanks for listening. Please run up the download numbers on it, as an incentive to do more such episodes in 2021. And here’s the iTunes link podcasts.apple.com/us/podcast/odd…

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More from @TheStalwart

Joe Weisenthal Profile picture
22 Dec
XRP is kind of this weird faux crypto, very different than most of the rest. But I do think there's one important lesson it holds for the others, and that is what it says about the "store of value" vs "medium of exchange" debate that was prominent in the 2017 scaling wars...
Ripple likes to point out how fast it can be transferred, which is fine so far as it goes, but the ability to transact in some currency is only useful if that currency has some value to the end recipient of it.
You could, say, evade capital controls by sticking a bunch of napkins in a suitcase and calling them money. Border agents won't care. But nobody wants to accept the napkins that you're calling money.
Read 6 tweets
Joe Weisenthal Profile picture
20 Dec
I block people rarely, but when I do it’s just because I find them extremely annoying and don’t want to think about them. I can’t imagine being this Rudy havenstein fellow who blocked me but still apparently tweets about me non stop. Why bother? Just go on and live your life Image
I’m just a normal guy who likes talking about markets, posting some shit, hanging out with my kids and listening to country music. And sometimes writing it too. So it’s weird to me how guys like Rudy, or @KeithMcCullough is another one, who think about me and get so mad.
Speaking of music, love Darius Rucker’s latest single open.spotify.com/track/36ISlLb1…
Read 4 tweets
Joe Weisenthal Profile picture
4 Nov
The prediction markets are great, they're just misunderstood. People get hung up on the "prediction" part. But that's not really what they're for. What they do is put a number on the current state of the conventional wisdom, which can be very useful.
If a prediction market gets it "wrong" it's just that people got it wrong. Which happens all the time. But to be able to go from something fuzzy (eg: "experts think Biden will win") to (eg "The market puts a 70% chance of Biden winning") is useful.
Then if you disagree, you have something substantive to benchmark your views against.
Read 5 tweets
Joe Weisenthal Profile picture
4 Nov
NASDAQ 100 futures absolutely soaring. bloomberg.com/news/live-blog…
Now up 2.2%!
Now 2.5%!
Read 4 tweets
Joe Weisenthal Profile picture
3 Nov
Ant financial IPO suspended! bloomberg.com/news/articles/…
Good news is now people have more time to listen to our latest Odd Lots on Chinese internet stocks, and the difficulty valuing them
*ANT GROUP SAYS HONG KONG IPO ALSO SUSPENDED

bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
8 Sep
STILL THE JOBS CHART THAT WORRIES ME MOST

I wrote about permanent layoffs for the @markets newsletter today, and how even with an overall recovery that's clearly faster than expected, they're still getting worse at a quicker pace than the Great recession bloomberg.com/news/newslette… ImageImage
@markets BTW, I think when thinking about the election, it's going to be extra-difficult to plug in some "economic fundamentals" into a model. Top-line GDP growth may be surging, and unemployment is coming down. But beneath the surface, deeper labor market pain is continues to grow.
A middle class, professional thinking about the state of the economy may have been extremely worried about their job in March/April. Then relatively sanguine in June/July, and then increasingly anxious August - October.
Read 5 tweets

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