Book I’m Reading
I’m not yet reading this one — I placed a hold on it through Libby. My brother recently recommended anything by Brandon Sanderson to me, so I’m starting with the Mistborn series. Have you read it, or anything else by Sanderson? If so, what did you think?
Podcast I’m Listening To
I discovered this podcast over Christmas break and I binged listened to every episode. This is a pretty niche podcast highlighting notable developments within MicroStrategy, which is a company I’ve been invested in since 2022.
Articles I’m Reading
Microsoft’s $100B AGI Definition (Perplexity)
The Joy of Tsundoku (Perplexity)
^ Finally! A name and definition for a condition I have! (just kidding…unless? 🤔)
On Bitcoin
I’m not usually one for predictions, but 2025 will be a notable year for Bitcoin. So, I thought I’d go on the record with my top three predictions for Bitcoin this year.
- Bitcoin Strategic Reserve/Stockpile
- Trump’s incoming administration will issue an Executive Order enacting a Reserve/Stockpile sometime within his first 100 days.
- It’ll likely begin with Trump ordering the United States Marshals Service, which is part of the Department of Justice, to hold onto the US government’s 207,189 Bitcoin.
- It’s possible this will remain in place until Congress passes official legislation for a Strategic Reserve/Stockpile, which would make it official, and could include some kind of mandate to purchase a certain amount of Bitcoin. See Senator Lummis’ (R-WY) bill for an example of what this could look like.
- Bitcoin will reach at least $150,000 in 2025, but may not finish the year above that level. Bitcoin is volatile, but volatility is vitality. Dead things aren’t volatile.
- The number of countries who have declared ownership of Bitcoin will triple from nine as of December 13, 2024 to 30+ in 2025.
I know no more about the future than anyone else, but it’ll be fun to look back in December 2025 and see how closely reality matches my predictions!
Tweets I’m Reading
Been rewatching @karpathy’s videos last few days – reminded of how he’s so gifted at taking something so complicated and making it so accessible.
— Sriram Krishnan (@sriramk) December 24, 2024
Can’t think of anyone else with a similar skill set.
New IRS rules regarding crypto go into effect in less than a week.
— Bitcoin News (@BitcoinNewsCom) December 27, 2024
The IRS Safe Harbor is your final opportunity to strategically allocate unused cost basis before the new rules take effect in 2025.
pic.twitter.com/gHXf844AEU
apps worth testing over the holiday season 2024-2025 pic.twitter.com/8yLbpBXTFf
— GREG ISENBERG (@gregisenberg) December 27, 2024
If you want to give yourself a personal MBA (in 2025), read these books: pic.twitter.com/ymFCpy7o8C
— Ben Meer (@SystemSunday) December 28, 2024
🚨 URGENT: #Bitcoin tax changes take effect in ONLY FOUR DAYS —are you ready?
— Swan Bitcoin Client Services (@SwanBitcoin) December 27, 2024
WATCH NOW: Our head of Swan Private explains what you need to know 👇 pic.twitter.com/zUOININd9d
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
I look forward to hearing from you!
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