James Lavish Profile picture
Jan 19 4 tweets 1 min read
$BTC will eventually be worth over $1 million per coin. How?

Pure #math.

a 🧵👇
There are currently ~$700 trillion of global *investment* assets:

Bonds: $137T
Stocks: $117T
Real Estate (ex-Agriculture): $290T
Art & Collectibles: $22T
Gold: $10T
M2 (cash, savings, etc): $130T

TOTAL = $706 trillion
At $42K per coin, $BTC market value = ~$900B, or .13% of global assets.

As individuals and asset managers learn about and gain comfort in #Bitcoin, this number grows.
1% = $7T = $337K $BTC
2% = $14T = $667K $BTC
3% = $21T = $1 Million $BTC

Forget S2F, use-case valuation models, or other scenarios.

This is simple #math.

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More from @jameslavish

Jan 3
Are sports a waste of time?

Put simply, there’s no way I’d be where I am today without hockey.

Here are the 17 most important lessons that carry me through my career and life.

a 🧵👇
I started playing hockey at just 4 years old—continued all through college.

When an injury abruptly ended my early professional career, I had to quickly figure out how to enter the ‘real’ world.

But what had I possibly learned that would apply?

Turns out quite a bit.

🧵👇
Small Things First

Everyone wants glory—instant fame.

Reality? Small moments build up to the big ones.

That Gretzky goal came from a sprint, nice pass, cut, then solid touch past the goalkeep.

Same rule applies to life: Do small things consistently to achieve the big things.
Read 20 tweets
Nov 6, 2021
What's the *real* purpose of Daylight Savings?

And how #Bitcoin can finally eliminate it.

a 🧵👇
2/21
Some history:

The idea of adjusting working hours to match daylight hours was first proposed in 1784 by Benjamin Franklin

His reasoning?

Paris could save millions of pounds of candlewax annually if residents' waking hours better matched sunlight hours

Paris didn't bite
3/21
Then in 1895, New Zealand entomologist George Hudson proposed adjusting clocks by two hours every spring to the Wellington Philosophical Society.

Why?

He wanted more daylight hours to collect and study insects.

Again, no go.
Read 21 tweets
Sep 14, 2021
Why it is taking so long for Institutional Investors to buy $BTC?

Answer: Institutional Alice (IA) must venture down the crypto Rabbit Hole

[🧵👇]
1. IA must understand Cryptos in general

Many are already down this path, but you would be surprised how many are still not

Try to remember how long it took you to understand #Bitcoin at first
2. IA must have a total grasp of #Bitcoin vs other Cryptos/ETH

The uniqueness of $Bitcoin is difficult to get at first, especially for newcomers

Many are still not far enough down this path yet
Read 9 tweets
Sep 6, 2021
$BTC is the single best investment opportunity in crypto today. Why? [a 🧵👇]

1/10
Risk/Reward - this is the primary driver of any investment decision. We can currently calculate this as a 500 to 1 upside vs downside potential. How? Risk and Reward assessments & measurements.
👇

2/10
Risk Level 1: Business Execution Risk: The Math works. Algorithm super unlikely to falter or fail, nearly impossible to be replaced with better option, already solidifying place as world’s digital gold.

3/10
Read 10 tweets
Aug 27, 2021
These Five Hedge Fund Codes helped me survive 25 years in the industry…

...and here's how you can use them to invest your own money. 🧵👇 Image
When I first hit the trading floor of a New York investment bank in my early twenties, I arrived in a crummy suit and my only fake silk tie.

Naive, scared, and a little rough around the edges, I knew I'd have to mentally toughen up to survive.
But I soon learned the codes that got me through the next 25 years, & I'll forever use them in my own investing. Here they are: 👇

1. NEVER BE THE SMARTEST ONE IN THE ROOM

Years ago, I was at a small hedge fund with a trader who was legit a child prodigy—college masters
Read 25 tweets

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