Recent content by Matade

No, most cryptos. Bitcoin, too.

Don't buy cryptos. Those are not investments and will get destroyed by Quantum computers within 3-5 years.

This is incorrect. I know it feels good to think that, but if you research topic in detail (just ask grok, claude or gpt to do it for you) you will see that bitcoin will not survive transition to post-quantum encryption.

Vermilion Energy? Why?

It is rocket science and if you research the subject in depth, you will realize there are too many problems with such "upgrade". Decentralized systems will simply not survive the transition. Nobody wants to admit it right now as it would shatter any trust there was in cryptos.

And once again, this isn't priced in. Except a huge drop in cryptos once next news on quantum computers comes out. It's not possible to time, but getting out of cryptos and into stocks may be really smart right now.

To be fair, it is possible to both carry an interest in the subject and not be biased in expressions of opinion on the subject. It's rarely the case, but it IS possible.

Yes. You got it completely correct. WRONG! It won't be nearly as big of a "human issue" with centralized entities that can transfer to safe protocols quicker and also ensure more KYC and human checks. It will ABSOLUTELY destroy decentralized blockchains. This is NOT priced in.

As I said, you can borrow AGAINST assets. All billionaires do this and high NW millionaires.

But how is selling a portion of stock any different? You can also borrow against the stock you hold for daily expenses (what most HNW individuals do). As I said, dividends are NOT magic. What you get in dividend gets excluded from stock appreciation and you are forced to essentially SELL that...

If you actually were to research this subject in detail, you'd how unlikely and complex that is and that it most likely will just crash to hell instead of safely transferring with no issues. Trust me, it won't happen. With quantum, most cryptos we have now are DONE. This is NOT priced in.

Why do you guys love dividends so much? You are forced to pay tax on them and account for them in reports every time you receive them. Dividends are not magic money out of the sky. When you don't get a dividend, you get that money accumulated in share appreciation which is more beneficial long...

What do you mean digital infrastructure? Cryptocurrencies? Yes, they will die within 3-5 years completely once China or West breaks encryption via quantum computers. Nobody's talking about this, because it's too horrible of a realization to admit. Centralized banks, EMIs, brokers will be fine...

Inflation adjusted that ain't true at all. And inflation adjusted is what you seek. 10% inflation adjusted year after year is hard as hell, possibly unrealistic.

Very interesting and important. Where could we read more on this?