I’m struggling. What I’m trying to do is figure out what I’m trying to do while trying to do it. Even writing that sentence makes me laugh out loud because I know what I can do and what would be valuable to the people would would pay me to do…

I am going 180º in the opposite direction than Gary Vaynerchuk and what seems like every other social media influencer on this one. NFT’s are all garbage. Just like sports cards. Does that mean people shouldn’t or won’t pay a lot of money for them? No. Too many people are…

Elon Musk is making the rounds again after paying a record amount in taxes, but while I admire his intelligence, candor, and entrepreneurial vigor, his math seems a little fishy when it comes to solar power. …

Don’t do it.

However, it seems like the pump and dump scheme produced two explosive wins. On the 26th of October the token was trading at $0.02 per. After a week of feverish trading, it had exploded in price to more than $600 on November 1st. The price then collapsed…

The metaverse (if developers are smart) won’t necessarily be tied to one cryptocurrency (still a misnomer) or any currency for that matter. Sure, let’s say you want to buy something in the metaverse, you will need some means to do that; however, chances are you’ll need to convert into crypto…

Three words: Ready Player One.

The metaverse is a shared virtual world which people can access via the internet. Until recently, it was confined to games; however, now with Facebook and Microsoft building out their own “escape from reality” metaverse platforms, people will continue to avoid living IRL.

Fans of…

I don’t think it will ruin the world, but it’s not going to make things better for the masses. It’s like to make things worse.

Energy consumption is a problem.
Trading leverage is a bigger one.
Decentralization is a pipe dream.
Anonymity is a complete lie.
Value is based on the next buyer.
Wealth…

There are over 2,000 publicly traded companies with market capitalizations in excess of $2 billion and close to 500 of them are priced at 10x current revenue with the majority of this sub group losing money.

The Russell 3000, which represents nearly 98% of public stocks in the United States…

Jonathan Poland

Notes from the journey through existence. 20+ years analyzing and forecasting complex assets at the highest level of the economy.

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