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Hans HODL Profile picture
Hans HODL
@hansthered
Principal | @Ikigai_fund #Bitcoin
jkoschwitz Profile picture Marky Goldstein Profile picture TradeSafariSocial ⚓︎ Profile picture clark Profile picture ros mac Profile picture 7 subscribed
Jan 22, 2022 • 8 tweets • 2 min read
After reading @FriskyFoxDK's latest announcement in the DFK Discord I still believe the optimal strategy for capital allocators is to participate in the gardens, bank, and questing. Depending on stack size and liquidity I recommend gardens -> bank -> heroes in that order. If you might need your capital right away, I would just start with the bank because there's no penalty on withdrawing whenever you want. If you don't mind being allocated for a month or more, the gardens are a great place to collect rewards.
Dec 13, 2021 • 7 tweets • 3 min read
It's been far too long since I've published anything to Medium. I hope you guys feel like it's been worth the wait. TLDR thread below. @DefiKingdoms

medium.com/@hansthered/92… There is a game that's relatively unknown right now called DeFi Kingdoms. I have been doing a deep-dive on this project over the last month and I have found it to be massively compelling for the following reasons.

1. It's properly positioned for the Metaverse mega-trend.
Jul 2, 2021 • 13 tweets • 7 min read
This month in #Bitcoin
- China boots miners out for real this time; hash power drop spooks market as miners relocate
- @Hut8Mining buys enough equipment to double their hash rate
- Bitcoin mempool remains operational despite a 50% drop in hash power - Puell multiple hits green levels
- Michael Saylor buys another $600mm of BTC
- Taproot activation locked in for November
- El Salvador adopts Bitcoin as national currency and announces plans to mine Bitcoin using green power from a volcano
May 13, 2021 • 5 tweets • 3 min read
The price of solar power has fallen by 92% in the last decade.

Source: en.wikipedia.org/wiki/Cost_of_e… The amount of solar power being produced has increased by 22x during that same time period.

Source: seia.org/solar-industry…
May 13, 2021 • 13 tweets • 6 min read
Ok, here we go. It's time for another mega-thread on #Bitcoin, energy consumption, and net value for society. First of all, realize that all judgements of this sort come down to values. What do you value? What's important to you? Secondly, what does the data show? 🧵👇 I can tell you what I value. I care about human rights and global inequity. Bitcoin is one of the most potent technologies we've ever seen for protecting human rights. @gladstein

bitcoinmagazine.com/culture/check-…
Nov 9, 2020 • 5 tweets • 3 min read
The amount of #Bitcoin on exchanges has fallen dramatically this year.

Source: network-charts.coinmetrics.io At the same time M2 is growing like a weed.

Source: fred.stlouisfed.org/series/M2
Oct 17, 2020 • 18 tweets • 5 min read
This is the best article I've read in... I don't know how long. But I understand your time is limited so here are the CliffNotes. And of course, we're talking #Bitcoin, Federal Reserve and @JeffSnider_AIP (plus bonus content at the end).

Source: realclearmarkets.com/articles/2020/… Jeff Snider (Head of Global Research at Alhambra Partners.) is the world's leading expert on the Fed (imho). He's been on the @MacroVoices, published a series called Eurodollar University and a show on YouTube called "Making Sense."

Oct 15, 2020 • 13 tweets • 5 min read
Interesting comments from @RaoulGMI on #Bitcoin in 2025. I have a few thoughts of my own, too.

news.bitcoin.com/bitcoin-price-… Let's talk about narrative economics. A lot of people think that for #Bitcoin to succeed, the US Dollar has to fail. But that's just a story. A lot can happen along the way, and what about second-order effects?
Oct 5, 2020 • 17 tweets • 6 min read
Why is #Bitcoin the future? Let me paint a picture for you.

The national debt is not only growing at an alarming rate, it's growing faster than GDP. Taken by itself, we might be ok if we didn't have the "twin deficit" problem.
Sep 24, 2020 • 4 tweets • 3 min read
The number of #Bitcoin active addresses per day has been growing steadily since the bottom of the market in 2018. Here you can see the 90d moving average. The floor is slowly being raised.

H/T @coinmetrics Image In order to put this into perspective, consider this chart in linear scale. It should be apparent that if this trend continues this figure will surpass the ATH very soon. Image
Sep 17, 2020 • 4 tweets • 2 min read
Be careful about assuming that the long-term impact of Covid-19 will be minimal (v-shaped recovery). We've never had so many dislocated workers. Even now the figures are greater than any other point in history. Image Why isn't there blood in the streets? Well if you can't make your house payment then why not just punt the payments out six months? Still in trouble? How about another six months? Kicking the can has to end at some point. It's all a house of cards.
Jul 31, 2020 • 7 tweets • 1 min read
Does anyone else think the way we're responding to Covid-19 in the USA might actually be worse than the virus itself? Don't get me wrong, COVID is real and yes we need to respond to the threat it poses. But let's look at what's actually going on. Recently walked to Starbucks for a coffee, wanted to wash my hands - bathroom closed to due to covid. But wait a minute...
Jul 11, 2020 • 4 tweets • 2 min read
Please take a moment to consider the importance of the Bitcoin Development Fund being run by @HRF and @gladstein, who has become the moral center of the #Bitcoin universe.

hrf.org/programs_posts… Bitcoin is one of the most powerful tools for the protection human rights in this digital age. All money is becoming digital, it's just a question of which digital money will dominate. Will it be a state-controlled, privacy-invading fiat, or Bitcoin?
Jun 2, 2020 • 4 tweets • 2 min read
In case you missed it, I published "Whales and Retail" as part of the Kana and Katana monthly update. This novel approach suggests that whales are more likely to be trend following, while retailers tend to be value investors.

kanaandkatana.com/blog/may-2020-… The approach uses network data and exchange flows to segment different market participants into "whales" and "retailers." Using Wyckoff we can make some guesses about how these two groups attempt to make the best of each other. Image
Mar 27, 2020 • 21 tweets • 13 min read
Right now the world is changing so quickly, that it's becoming nearly impossible to keep up. I have a theory as to why, but first let's look at some charts with data from @JeffSnider_AIP @100trillionUSD @nic__carter @stlouisfed and @lisaabramowicz1 (@business). First things first - we were not in a great place before this pandemic. This is true in the USA and globally. Here we see that GDP in Europe has been in decline since 2017.

Source: macrovoices.com/guest-content/…
Mar 25, 2020 • 10 tweets • 4 min read
I have to say this about "Fear Mongering" and "Making decisions based on fear." This has become a catch-all phrase that is intended to discredit the person who dared to let "fear" run them or spread this to others. You do realize fear is why we survived as a species? Consider this. What stops you from walking out into traffic? Pretend for a moment there is traffic... bear with me here. I hope it's the "fear" of being crushed by a car which is actually completely rational. Why do we look left, look right, then cross the road?
Mar 17, 2020 • 22 tweets • 8 min read
In light of my recent poll results, I'll be shilling the #Bitcoin price today and talking a bit about why the dollar is doomed.

While it's clear that speculation is one of the primary use cases of Bitcoin, I still hold that there is underlying value. At some point, there has to be or how do you attract smart people and get them to write code for free? How do you get anyone interested in the first place?
Mar 9, 2020 • 4 tweets • 2 min read
"It came out of nowhere, who could have seen this coming?"

Source: public.tableau.com/profile/kuldee… Image Oh right, the people who were called alarmist back in January.



I'm not gloating, I just want to make it clear that nothing good comes from pretending that risks are zero.
Mar 6, 2020 • 7 tweets • 4 min read
OMG, look at the 10-year right now.

marketwatch.com/investing/bond… Image Meanwhile, the market is pricing in ANOTHER 75 BIPS cut on March 18th. Got #Bitcoin?

cmegroup.com/trading/intere… Image
Feb 23, 2020 • 5 tweets • 3 min read
Coronavirus cases outside the USA were doubling every 7 days, then 6, now it's down to 5 days. Brace for impact.

Great video here:

@chrismartenson Image @chrismartenson Typo - I said "outside the USA" but what I meant was "outside mainland China"
Feb 22, 2020 • 20 tweets • 10 min read
Welcome to the Fourth Turning. At this time, we have entered the "crisis stage" as defined by the generational shift currently in progress. Boomers are retiring, handing the reins to Gen-X, and Millennials are entering their wage-earning years. Let's look at some data. First, let's talk about home prices and wages. Between 1974 and 2018, real personal income has increased by 37%. However, median home prices have increased by 768%.

Source: Fred
fred.stlouisfed.org/series/MEPAINU…
fred.stlouisfed.org/series/MSPUS