Books I'm Reading
I’m about halfway through this book and I can’t believe the hardships the Pilgrims experienced.
To travel the treacherous Atlantic as late in the season as they did was only the beginning. The real difficulty came after they landed in New England. They battled internal and external opposition, surprisingly sometimes not so graciously, to simply survive.
We are so soft today.
Podcast I'm Listening To
I’ve listened to the Pomp Podcast for years. I don’t catch every episode, but the one this week was excellent.
Mel Mattison is a macro analyst who is active on X, sharing insights and charts on everything from Bitcoin to real estate.
On Bitcoin
- wealth inequality
- elites using power to oppress others
- (in the short- to mid-term) government overspending
Tweets I'm Reading
New series from me, on the most important issue Bitcoin is facing
— nic carter (@nic__carter) October 20, 2025
Bitcoin and the Quantum Problem (Part I) pic.twitter.com/dXktfZz7FX
Thank you for your important perspective, @EricBalchunas. Glass Lewis and ISS know nothing about the convergence among technologies involved in robotaxis and humanoid robots. @ARKInvest believes it could lead $TSLA to super-exponential growth, but only with superior execution. https://t.co/XiDCGrbioG
— Cathie Wood (@CathieDWood) October 20, 2025
This how I'm viewing BTC. BTW, recorded a 30-minute pod with @APompliano yesterday morning where I lay out the whole thesis, hopefully will be out later today.
— Mel Mattison (@MelMattison1) October 23, 2025
Basically, I'm now 2/3 in to a big short-term BTC play by buying a slew of IBIT options.
I own now a bunch of:… pic.twitter.com/l1FlGH58Ht
$GLXY has a line of site on $200-250/share. Read how the Crypto & AI powerhouse could get there below:
— Duncan (@FloodCapital) October 23, 2025
1) The Crypto Business (Could be worth $15-35B over the next few years)
In Q3 Galaxy had a record quarter reporting $505M in Net Income, they haven't released full financial… https://t.co/JVKNZEc7j2 pic.twitter.com/hWSzc7Eqp9
— Liminal Collective (@Liminal_HQ) October 22, 2025
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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