What I’m Crunching — January 26, 2025


Book I’m Reading

This was a Goodwill find and, wow, is it good! Fast-paced, entertaining, and generous (the authors take liberties) in its character development, this one has kept me on the edge of my seat, even though I know what ultimately happens. That’s good writing.


Podcast I’m Listening To


Articles I’m Reading

Status of Global Christianity 2025 (Gordon Conwell Theological Seminary)

^ Not an article but these are fascinating statistics.

Why A US Bitcoin Strategic Reserve Is Critical To Fending Off China (ZeroHedge)


On Bitcoin

“Volatility is Vitality” – Michael Saylor

Simply put, dead assets have little to no volatility. Assets with the potential to bring outsized returns necessarily have volatility.

You can avoid volatility — it’s easy, buy bonds. Just don’t expect to preserve your purchasing power, let alone keep pace with the rest of the market.

You can’t have returns without volatility. There’s no free lunch. The Sharpe Ratio is the risk-adjusted (adjusted for volatility) return of an asset over time. The higher the Sharpe Ratio, the higher the risk-adjusted return.

Two of the top three assets by Sharpe Ratio in 2024 were Bitcoin-related: MicroStrategy (MSTR) and Bitcoin itself. Are you paying attention yet?

Source: https://x.com/intangiblecoins/status/1874879710167195757


Tweets I’m Reading






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