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Ed van der Walt Profile picture
Ed van der Walt
@EdVanDerWalt
Markets Jedi at Bloomberg. Writes about global macro, commodities and gold. Live-blogs chess. Doge-lover. CFA charterholder. "Fairy Godfather." Opinions mine.
Dec 20, 2020 • 25 tweets • 8 min read
Installing a full bitcoin node.
Part Deux. I'm continuing this thread here, because the other one became extremely long.
Plus today is a new day (where I am), so why not.
For reference, here's a link to part one:
Dec 19, 2020 • 39 tweets • 10 min read
Installing a full Bitcoin node, as promised.
A thread. For those who weren't following, we did a vote and everything!
2/
Dec 17, 2020 • 5 tweets • 1 min read
This weekend, I'm going to install a full bitcoin node. So let me get this straight:
350 gigabytes of free disk space!!!

I mean I have it, but that seems awfully hungry.
Dec 5, 2020 • 15 tweets • 2 min read
Why I've changed my view on Bitcoin.
A thread. A long-term blockchain skeptic, some may be surprised that I've started arguing that bitcoin has the potential to become a store of wealth in the long term.
Dec 1, 2020 • 12 tweets • 3 min read
The copper/gold ratio's broken with Treasury yields.
Here's what I think's going on.
A thread.
bloomberg.com/news/articles/… The ratio had an uncanny link to 10-year yield levels over the past five years, measured on a weekly basis over 5 years, and it's reportedly one of Jeffrey Gundlach's favorites.
2/
Jul 28, 2020 • 11 tweets • 3 min read
There's more to this gold rally than inflation fear.
A thread.
bloomberg.com/news/articles/… Gold set a new record in the last couple of days, and it touched $2,000/oz in the futures market.
Jun 22, 2020 • 11 tweets • 3 min read
Why Margin Call is a better film than The Big Short.
A thread. Over the weekend, I watched Margin Call for the first time, and was struck by the differences with the other great cinematic portrayal of the GFC.
2/
May 27, 2020 • 13 tweets • 3 min read
Bears are misreading the bulls.
It's not that stocks bulls are looking for a V-shaped recovery. It's that they have nowhere else to put their money.
A thread: I spent most of the weekend conversing with those long/bullish or overweight stocks, trying to understand what it is they see that I don't.
And I was really surprised.
It turned into a really long thread, and I'll summarize it here.
2/
Feb 29, 2020 • 14 tweets • 5 min read
Why Gold Plunged on Friday, a thread. So, a few people dm'ed me to ask about gold's sell-off as risk assets came under pressure at the tail end of last week.
1/
Feb 9, 2018 • 11 tweets • 2 min read
So a few people have asked why gold didn't rally in the stocks "correction" this week.
1/ Some have even asked if gold is still a haven at all.
2/